Medtronic Plc (MDT)

Over the past six months, Medtronic's stock has experienced movements influenced by earnings reports and strategic announcements; as of July 21, 2025, the stock has shown a 2.27% increase. In Q2 FY25, Medtronic reported worldwide revenue of $8.403 billion, a 5.3% increase, and raised its FY25 organic revenue growth guidance to 4.75% to 5%. In Q3 FY25, the company announced worldwide revenue of $8.292 billion, a 2.5% increase; following this report, the stock gapped lower by approximately 5%. In Q4 FY25, Medtronic reported worldwide revenue of $8.927 billion, a 3.9% increase, and full fiscal year 2025 revenue reached $33.5 billion, growing 4.9% organically. Medtronic announced its intent to separate its Diabetes business into a standalone public company, targeting completion within 18 months. Medtronic announced a dividend increase to $0.71 per share, marking its 48th consecutive annual increase. Medtronic secured CE Mark approval for expanded indications of its MiniMed™ 780G system for use in children as young as 2 years old, pregnant women, and type 2 diabetes patients in Europe.

Worldwide sales for Medtronic's products generally do not exhibit a significant degree of seasonality. However, the number of medical procedures incorporating Medtronic products tends to be lower during the summer months due to summer vacation schedules, particularly in European countries. Additionally, sales of pulse oximetry products can be influenced by flu season.

Medtronic Plc is a global leader in medical technology, services, and solutions, operating within the Healthcare sector, specifically in the Medical Devices industry. The company's business is diversified across four primary operating segments: the Cardiovascular Portfolio, Neuroscience Portfolio, Medical Surgical Portfolio, and Diabetes Operating Unit. Its product portfolio includes pacemakers, defibrillators, heart valves, stents, insulin pumps, spinal fixation devices, neurovascular products, advanced energy, surgical tools, and bone grafts. Medtronic also focuses on innovative solutions such as AI-powered surgical platforms and advanced insulin delivery systems.

Medtronic has a significant global presence, serving hospitals, physicians, clinicians, and patients in approximately 160 countries, with over 95,000 employees across 350 locations worldwide. Approximately 50% of Medtronic's total sales are generated internationally, with key markets including the United States, Western Europe, and Japan. The company's operations are primarily categorized into three geographic regions: Ireland, the United States, and the Rest of the World.

Medtronic maintains a strong brand reputation, particularly in investor relations, and has received several accolades from IR Magazine. In 2024, Medtronic won for "Best Investor Targeting Strategy" and was a finalist for "Best in Sector - Healthcare." In 2023, Medtronic won for "Best IT Website" and was a finalist for "Best in Sector - Healthcare." In 2022, Medtronic won for "Best Use of Tech & Social Media in IR" and was a finalist for "Best Overall IR (Large Cap, All Sectors)" and "Best in Sector – Healthcare." No prominent negative events significantly impacted Medtronic's overall brand reputation in the past year.

Institutional investors hold a significant majority of Medtronic Plc, with ownership ranging from 85% to 87% of the company. The top institutional holders include Vanguard Group Inc., BlackRock, Inc., State Street Corp, Geode Capital Management LLC, and Capital World Investors. Company insiders own less than 1% of Medtronic Plc, while the general public holds between 12% and 14% of the shares.