Cirrus Logic EVP Sells 1,166 Shares for $137,460

John Ballard, The Motley Fool

Tue, September 1, 2026 at 4:20 PM GMT+3 4 min read

CRUS +3.66%

Jeffrey W. Baumgartner, EVP, R&D of Cirrus Logic, Inc. (NASDAQ:CRUS), sold 1,166 shares of common stock on Aug. 20, 2026, as disclosed in a recent SEC Form 4 filing.

Transaction summary

Transaction value based on SEC Form 4 weighted average sale price ($117.89); post-transaction value based on Aug. 20, 2026, market close ($116.90).

Key questions

What was the regulatory context of this disposition?
The sale was executed pursuant to a Rule 10b5-1 trading plan that Jeffrey W. Baumgartner adopted on Feb. 27, 2026, which allows insiders to establish a predetermined schedule for selling company stock to mitigate concerns about material non-public information.
What is the insider's remaining equity exposure in the company?
Following this transaction, the EVP of R&D maintains direct ownership of 14,073 shares of common stock, representing an approximate 0.0279% ownership stake in the semiconductor firm.
How has the stock performed leading up to this transaction?
Shares of the company were priced at $117.89 during the execution, and the stock has delivered a 3.6% total return over the one year ending Aug. 20, 2026.
What are the fundamental characteristics of the issuer?
Cirrus Logic reported trailing twelve-month (TTM) revenue of $2.0 billion and net income of $431 million, maintaining a market capitalization of $5.9 billion as of the most recent data.

Company Overview

Company Snapshot

Cirrus Logic designs energy-efficient mixed-signal semiconductor solutions, including audio codecs and smart codecs with integrated digital signal processors, serving the portable electronics market globally.
The company operates as a fabless semiconductor design firm, outsourcing manufacturing while retaining design and engineering expertise to generate revenue through intellectual property licensing and chip sales.
The company primarily serves consumer electronics manufacturers, including major portable device manufacturers, with specialized audio processing and signal conditioning solutions.

Cirrus Logic is a specialized semiconductor design company with a $5.9 billion market capitalization and $2 billion in TTM revenue, demonstrating strong profitability with $431 million in net income.

The company's fabless business model and focus on energy-efficient mixed-signal processing provide competitive advantages in the high-growth portable electronics segment, where precision audio and power management solutions command premium valuations.

What this transaction means for investors

This sale shouldn't concern investors. It was completed under a pre-adopted trading plan that allows insiders to sell regardless of the company's fundamentals. It also represented a small percentage of the insider's holdings in the company stock.

Importantly, TTM revenue grew 6% year over year -- consistent with the company's historical growth trend. Operating margin has also gradually expanded over the last few years, reaching 23% in 2025 and maintaining that level on a TTM basis.

The stock is modestly priced, trading at 13 times forward earnings estimates. Analysts still expect the company to post about 12% annualized earnings growth over the next two years. This could set up a buying opportunity after the recent pullback.

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John Ballard has no position in any of the stocks mentioned. The Motley Fool recommends Cirrus Logic. The Motley Fool has a disclosure policy.

Cirrus Logic EVP Sells 1,166 Shares for $137,460 was originally published by The Motley Fool