Logitech International S.A. $LOGI Shares Purchased by QRG Capital Management Inc.

Key Points

• QRG Capital Management boosted its stake in Logitech by 65.4% in Q4 to 32,532 shares (worth about $3.26M), while other large institutions—including Arrowstreet, Assenagon, Marshall Wace, Credit Agricole and Munich Re—also added positions, leaving institutional ownership around 45.76%.
• Logitech beat Q4 estimates (EPS $1.13 vs $1.10; revenue $1.09B, +~7.4% Y/Y), completed a $1.6B buyback and launched a new $1.4B repurchase program, and has seen bullish analyst moves such as Citi raising its price target to $124 and Wedbush at $135.

QRG Capital Management Inc. boosted its stake in Logitech International S.A. (NASDAQ:LOGI - Free Report) by 65.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 32,532 shares of the technology company's stock after acquiring an additional 12,864 shares during the period. QRG Capital Management Inc.'s holdings in Logitech International were worth $3,260,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in LOGI. Arrowstreet Capital Limited Partnership increased its position in Logitech International by 305.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,084,820 shares of the technology company's stock valued at $227,859,000 after acquiring an additional 1,570,876 shares during the period. Credit Agricole S A acquired a new position in Logitech International in the 3rd quarter valued at about $104,402,000. Assenagon Asset Management S.A. increased its position in Logitech International by 1,784.4% in the 4th quarter. Assenagon Asset Management S.A. now owns 689,908 shares of the technology company's stock valued at $71,004,000 after acquiring an additional 653,296 shares during the period. Marshall Wace LLP increased its position in Logitech International by 585.5% in the 3rd quarter. Marshall Wace LLP now owns 550,833 shares of the technology company's stock valued at $60,330,000 after acquiring an additional 470,476 shares during the period. Finally, Munich Reinsurance Co Stock Corp in Munich acquired a new position in Logitech International in the 3rd quarter valued at about $31,725,000. Institutional investors and hedge funds own 45.76% of the company's stock.

Key Stories Impacting Logitech International

Here are the key news stories impacting Logitech International this week:

• Positive Sentiment: Completed its prior $1.6B share buyback and immediately launched a new three‑year $1.4B repurchase program, reinforcing capital return and reducing share count potential (positive for EPS). Logitech Completes $1.6B Buyback & Launches New $1.4B Program
• Positive Sentiment: Citigroup raised its price target to $124 and set a Buy rating — a sizable upgrade implying ~20% upside from recent levels, which can attract buyer interest. Citigroup raises LOGI PT to $124, Buy
• Positive Sentiment: Wedbush reaffirmed an Outperform rating and kept a $135 price target, another bullish signal from the sell side that may support higher expectations. Wedbush reaffirms Outperform, PT $135
• Positive Sentiment: Q4 results exceeded estimates — EPS and revenue beat with revenue up ~7% Y/Y, driven by gaming, video collaboration headsets and pointing devices, supporting the positive analyst reactions. Q4 earnings beat; revenues +7%
• Positive Sentiment: Launched Rugged Combo 4c keyboard cases for iPad (A16 and 10th gen) — incremental product momentum in the education segment, supporting recurring accessory sales. New Rugged Combo 4c keyboard cases for iPad
• Neutral Sentiment: Barclays nudged its PT to $105 and kept an Equal Weight rating — a modest move that signals limited near‑term upside from that analyst. Barclays raises PT to $105, Equal Weight
• Neutral Sentiment: Various research notes and commentary highlight LOGI as a momentum/quality pick and publish the Q4 earnings call transcript — useful for investors but represent informational flow rather than a direct catalyst. Why Logitech is a momentum pick Q4 2026 earnings call transcript
• Neutral Sentiment: Zacks issued small, mixed estimate revisions (tiny upward tweaks to Q1/FY2027 but consensus full‑year remains around $5.18), so underlying consensus is largely intact. Zacks research revisions (mixed)
• Negative Sentiment: Zacks trimmed its Q2 2028 EPS estimate slightly (from $1.29 to $1.28) — a minor headwind but worth noting for investors focused on near‑term cadence. Zacks trims Q2 2028 EPS estimate (slight)

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. Citigroup boosted their price target on Logitech International from $115.00 to $124.00 and gave the company a "buy" rating in a research report on Thursday. Weiss Ratings lowered Logitech International from a "buy (b-)" rating to a "hold (c+)" rating in a report on Monday, April 6th. Wedbush reaffirmed an "outperform" rating and issued a $135.00 price objective on shares of Logitech International in a report on Wednesday. BNP Paribas Exane lowered Logitech International from an "outperform" rating to a "neutral" rating and set a $106.00 price objective on the stock. in a report on Thursday, January 8th. Finally, Barclays lifted their price objective on Logitech International from $98.00 to $105.00 and gave the company an "equal weight" rating in a report on Thursday. Two research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Logitech International has a consensus rating of "Hold" and an average target price of $113.67.

Logitech International Trading Down 0.2%

Shares of LOGI opened at $103.21 on Friday. Logitech International S.A. has a twelve month low of $78.51 and a twelve month high of $123.01. The stock's 50 day moving average is $94.08 and its two-hundred day moving average is $100.75. The firm has a market capitalization of $15.13 billion, a PE ratio of 21.50, a P/E/G ratio of 3.61 and a beta of 1.07.

Logitech International (NASDAQ:LOGI - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The technology company reported $1.13 EPS for the quarter, topping the consensus estimate of $1.10 by $0.03. The business had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. Logitech International had a return on equity of 34.12% and a net margin of 14.69%.The company's quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.93 EPS. On average, sell-side analysts predict that Logitech International S.A. will post 5.18 EPS for the current year.

About Logitech International

Logitech International SA is a Swiss-headquartered company that designs, manufactures and markets a wide range of computer peripherals and accessories for consumers, gamers and business customers. Founded in 1981, the company develops hardware and complementary software that enable people to interact with digital devices across work, home and entertainment settings. Logitech maintains corporate offices in Switzerland and significant operations in the United States and other regions worldwide.

The company's product portfolio includes mice, keyboards, webcams, headsets, microphones, speakers, remote controls and other input/output devices, along with specialized lines for gaming, streaming and video collaboration.

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