Jane Street Group 13F: Cuts A Stake by $114M
Jane Street Group cut its Agilent Technologies holdings by 93% in Q1 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Jane Street Group sold 864,126 shares from its stake in Agilent Technologies, Inc. ($A), a 93.45% decrease, according to a 13F filing with the SEC dated May 12, 2026. It reported 60,577 shares worth $7.99 million at the end of the quarter.
Since the filing, $A is down 2.1% after 1 week, up 14.7% after 1 month and up 53.7% to date (from the $112.52 close on May 12, 2026).
Find the original: Jane Street Group 13F filings on SEC EDGAR
A
Agilent Technologies, Inc.
Key Points
- Jane Street Group cut its Agilent Technologies position by 93%, reducing shares from 924,703 to 60,577, valued at $7.7 million.
- Agilent Technologies has a market cap of $35.9 billion and a forward P/E ratio of 19.23, with shares trading near $126.89.
- Insider trades include CEO Padraig McDonnell selling 418 shares, and analysts maintain a 'buy' consensus with a target price of $160.35.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Agilent Technologies, Inc. alert may contain errors. Disclosures
Jane Street Group has significantly reduced its stake in Agilent Technologies, Inc. (NYSE: A), cutting its holdings by 93.4%. The firm lowered its shares from 924,703 to 60,577, with the remaining stake valued at approximately $7.7 million, according to the latest Form 13F filing with the SEC for the quarter ending March 31, 2026.
Jane Street Group vs. the S&P 500
Hypothetical returns from Jane Street Group's disclosed trades, not real profit or advice. How we model this.
What Changed in Jane Street Group's Agilent Technologies Position
Jane Street Group dramatically cut its position in Agilent Technologies, reducing its holdings by 864,126 shares, which represents a 93.4% decrease. The firm now holds 60,577 shares, down from the previous 924,703 shares, reflecting a significant reduction in its investment.
Other Institutional Activity in Agilent Technologies
Other major institutional investors have also adjusted their positions in Agilent Technologies. BlackRock, Inc. increased its holdings by 33,738 shares, ending with 25,902,662 shares valued at about $2.95 billion. Vanguard Capital Management LLC established a new position with 18,381,030 shares worth approximately $2.10 billion. State Street Corp added 82,840 shares, bringing its total to 12,764,632 shares, valued at $1.46 billion. Meanwhile, Massachusetts Financial Services Co /MA/ reduced its stake by 1,523,511 shares, leaving it with 12,624,090 shares valued at $1.47 billion.
Agilent Technologies, Inc. Stock Down 15.7%
Shares of Agilent Technologies (NYSE: A) are trading around $126.89. The company boasts a market capitalization of $35.9 billion, with a P/E ratio of 25.51 and a forward P/E of 19.23. Agilent's beta is 1.256, indicating its stock is slightly more volatile than the market. The stock has traded between a 52-week low of $108.35 and a high of $160.27, with a 50-day moving average of $121.14 and a 200-day moving average of $130.44.
Recent Earnings
Agilent Technologies reported revenue of $7.23 billion, reflecting a growth rate of 0.1%. The company achieved a net margin of 19.55% and a return on equity of 21.33%. The next earnings report is scheduled for August 26, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 target cuts vs 1 raises.
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EPS & revenue
EPS beat estimates by 3.8%. Revenue met estimates.
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Profit surprise
EBITDA missed by 4 percent. Operating income missed by 7 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 upgrade, 1 target raise, 5 target cuts.
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Earnings quality
Gross margin up 3.1 points. Operating margin up 3.8 points. Positive free cash flow.
Earnings Call Summary
Agilent delivered a strong second quarter with $1.83 billion in revenue, up 6.3 percent core growth and beating guidance by 80 basis points. Earnings per share came in at $1.49, beating expectations by 7 cents and growing 14 percent year over year. Operating margin expanded 130 basis points to 26.4 percent, well ahead of guidance. The company is seeing robust momentum across its instrument business with double digit growth in LC LCMS and GC driven by replacement cycles and share gains. Diagnostics grew 11 percent led by the Omnis family and cancer offerings. Strategic pricing delivered over 200 basis points of contribution, exceeding the annual target of 100 basis points at midyear. Management credited the Ignite operating system for driving execution excellence and structural improvements.
Guidance Management raised full year revenue and earnings guidance. The company now expects $7.39 to $7.49 billion in annual revenue with core growth of 4.5 to 6.0 percent, up 30 basis points from prior guidance. Earnings per share guidance increased to $6.00 to $6.10, up 8 cents at the midpoint. For the third quarter, they forecast $1.83 to $1.85 billion in revenue with EPS of $1.48 to $1.50.
Clearly negative report. The company missed important expectations and likely triggers downward revisions.
Insider Buying and Selling at Agilent Technologies, Inc.
Recent insider transactions at Agilent Technologies include CEO Padraig McDonnell selling 418 shares on June 3, 2026, at an average price of $137.40. Senior Vice President Michael Steven Buckner purchased 8,872 shares on May 19, 2026, while Mikael Dolsten sold 1,600 shares on May 29, 2026, at $135.42. Simon May, another Senior Vice President, sold 368 shares on May 8, 2026, at $115.62.
Analysts Set New Price Targets
On June 11, 2026, Piper Sandler initiated coverage of Agilent Technologies with a 'hold' rating and a $150 price target. HSBC maintained its 'buy' rating with a $165 target on June 3, 2026. B of A Securities also maintained a 'buy' rating, setting a $155 target on June 2, 2026. The consensus among analysts remains a 'buy', with a mean target price of $160.35 based on 17 opinions.
About Agilent Technologies
Agilent Technologies, Inc., headquartered in Santa Clara, California, provides solutions to the life sciences, diagnostics, and applied chemical markets. The company operates through segments like Life Sciences and Diagnostics Markets, Agilent CrossLab, and Applied Markets. Agilent offers a range of products and services, including chromatography systems, mass spectrometry, and laboratory software, serving customers worldwide.
Bottom Line
Jane Street Group's substantial cut in its Agilent Technologies stake reflects a significant shift, though the reasons behind such moves are often complex. Investors and analysts continue to watch Agilent due to its role in healthcare diagnostics and research. Remember, 13F filings reflect past positions and may not indicate current holdings.
Related Filing Alerts
Source: Jane Street Group's 13F filing on $A (May 12, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Jane Street Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts