Drucker Wealth 3.0 LLC Has $1.81 Million Stake in Medtronic PLC $MDT

Drucker Wealth 3.0 LLC reduced its holdings in Medtronic PLC (NYSE:MDT) by 35.3% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 18,984 shares of the medical technology company’s stock after selling 10,378 shares during the quarter. Drucker Wealth 3.0 LLC’s holdings in Medtronic were worth $1,808,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Beirne Wealth Consulting Services LLC bought a new position in shares of Medtronic in the 3rd quarter valued at about $266,000. Crestwood Advisors Group LLC raised its holdings in Medtronic by 32.1% during the third quarter. Crestwood Advisors Group LLC now owns 8,800 shares of the medical technology company’s stock worth $838,000 after acquiring an additional 2,140 shares in the last quarter. Colrain Capital LLC boosted its position in Medtronic by 43.6% during the third quarter. Colrain Capital LLC now owns 50,595 shares of the medical technology company’s stock valued at $4,855,000 after purchasing an additional 15,355 shares during the last quarter. NEOS Investment Management LLC grew its stake in Medtronic by 35.6% in the third quarter. NEOS Investment Management LLC now owns 168,306 shares of the medical technology company’s stock valued at $16,029,000 after purchasing an additional 44,197 shares in the last quarter. Finally, Holistic Financial Partners increased its position in shares of Medtronic by 3.0% during the 3rd quarter. Holistic Financial Partners now owns 3,697 shares of the medical technology company’s stock worth $352,000 after purchasing an additional 109 shares during the last quarter. 82.06% of the stock is currently owned by institutional investors and hedge funds.

Medtronic News Roundup

Here are the key news stories impacting Medtronic this week:

• Positive Sentiment: Q3 beat — Medtronic exceeded consensus on revenue (~$9.02B) and adjusted EPS ($1.36), driven by robust demand for heart devices and diabetes monitors, supporting the bullish growth story. Medtronic beats quarterly profit estimates on robust demand for heart devices
• Positive Sentiment: Strong segment performance — Cardiovascular (including cardiac ablation/PFA) and Diabetes delivered outsized growth (cardiac ablation growth cited very strong), making this one of the company’s best quarters in recent years and underpinning revenue momentum. Medtronic reports strong third quarter fiscal 2026 results with highest enterprise revenue growth in 10 quarters
• Positive Sentiment: Regulatory/product wins — FDA clearance and immediate commercial activity for the Hugo™ robotic system (first U.S. case performed) and clearances for other surgical/spine systems expand addressable markets and could accelerate procedure volumes. Medtronic announces first surgery with Hugo™ robotic-assisted surgery system in the U.S. performed at Cleveland Clinic
• Positive Sentiment: Additional approvals and pipeline progress — FDA nod for Infuse bone graft in TLIF procedures and MiniMed Flex submission keep product catalysts on the calendar for surgical and diabetes franchises. Medtronic gets FDA nod for Infuse bone graft in TLIF procedures
• Neutral Sentiment: Guidance reiterated — Management reaffirmed FY26 organic revenue and EPS guidance (EPS range ~5.620–5.660), which was neither a downside shock nor a strong upside catalyst; investors are parsing precision of margins and timing of improvement. Medtronic Reaffirms 2026 Outlook As Heart and Diabetes Units Drive Growth
• Neutral Sentiment: Technicals/analyst outlook — Technical analysts and MarketBeat highlight a “textbook” reversal and institutional accumulation that imply upside targets in the $118–$125 range; this is supportive longer term but doesn’t offset near‑term margin concerns. Medtronic’s “Textbook” Reversal: How High Can It Really Go in 2026?
• Negative Sentiment: Margin pressures and costs — Investors reacted to margin contraction (tariffs, higher costs, and investments) and reports that GAAP profit fell despite higher revenue; these near‑term profitability headwinds help explain the stock decline. Medtronic Profit Falls Despite Higher Revenue

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on MDT shares. Needham & Company LLC raised Medtronic from a “hold” rating to a “buy” rating and set a $121.00 price objective for the company in a report on Monday, February 9th. Leerink Partners set a $120.00 price objective on shares of Medtronic and gave the company an “outperform” rating in a research report on Wednesday, November 19th. CICC Research initiated coverage on shares of Medtronic in a report on Friday, January 30th. They issued an “outperform” rating on the stock. Wall Street Zen upgraded shares of Medtronic from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Finally, Truist Financial lowered their price target on Medtronic from $110.00 to $107.00 and set a “hold” rating on the stock in a research report on Thursday, December 18th. Sixteen investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $111.21.

Medtronic Price Performance

Medtronic stock opened at $96.33 on Wednesday. Medtronic PLC has a 12 month low of $79.55 and a 12 month high of $106.33. The stock’s 50 day moving average is $99.19 and its 200-day moving average is $96.58. The company has a current ratio of 2.42, a quick ratio of 1.80 and a debt-to-equity ratio of 0.57. The company has a market capitalization of $123.50 billion, a price-to-earnings ratio of 25.96, a PEG ratio of 2.62 and a beta of 0.71.

Medtronic (NYSE:MDT) last released its quarterly earnings results on Tuesday, February 17th. The medical technology company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.34 by $0.02. The business had revenue of $9.02 billion during the quarter, compared to analysts’ expectations of $8.89 billion. Medtronic had a return on equity of 14.86% and a net margin of 13.71%.The firm’s revenue for the quarter was up 5.8% compared to the same quarter last year. During the same period last year, the firm posted $1.38 EPS. Medtronic has set its FY 2026 guidance at 5.620-5.660 EPS. Equities research analysts expect that Medtronic PLC will post 5.46 EPS for the current year.

Medtronic Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Friday, December 26th were given a $0.71 dividend. This represents a $2.84 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend was Friday, December 26th. Medtronic’s payout ratio is presently 76.55%.

About Medtronic

Medtronic plc is a global medical technology company that develops and manufactures a broad range of therapeutic devices and health care solutions. Headquartered legally in Ireland with principal operational offices in the United States, the company markets products to hospitals, physicians and health systems worldwide and has grown from its founding in 1949 into one of the largest medical-device manufacturers serving global health-care markets.

Medtronic’s offerings span several clinical areas, including cardiac rhythm and heart failure (pacemakers, implantable cardioverter‑defibrillators and related cardiac therapies), minimally invasive and surgical technologies (laparoscopic and advanced energy devices, visualization systems and surgical innovations), restorative therapies (spine and orthopedics, neuromodulation and neurovascular treatments) and diabetes management (insulin-delivery systems and glucose monitoring solutions).