Insider Activity Spotlight: Quadracci’s Recent Purchase at Plexus
On February 3 2026, Quadracci J Joel added 1,370 shares of Plexus Corp. common stock to his portfolio, bringing his holdings to 7,478 shares. The purchase came as the stock surged to a 52‑week high of $208.92 the day before, with a closing price of $196.28. While the trade itself is modest relative to the company’s $5.26 billion market cap, the timing and pattern of Quadracci’s transactions raise questions about his confidence in Plexus’s near‑term prospects.
Implications for Investors and the Company’s Outlook
Quadracci’s buy is part of a broader wave of insider activity that includes eight other top executives purchasing shares on the same day. This clustered buying spree suggests a bullish stance among the leadership team as the stock approaches a new high. From a valuation standpoint, Plexus trades at a P/E of 31.63—well above the sector average—yet the recent earnings announcement and sustained upward momentum may justify the premium. Investors may interpret Quadracci’s purchase as a tacit endorsement of the company’s growth strategy, particularly in high‑margin defense and aerospace contracts that have been expanding under its EMS platform.
However, the insider buying is accompanied by a flurry of restricted‑stock‑unit (RSU) sales, a pattern that can signal liquidity needs or a desire to diversify holdings. Quadracci’s historic transactions show a single purchase in February 2025 and no subsequent sales, indicating a long‑term view. If the company continues to deliver earnings beats and secure new contracts, the current share price could sustain its 52‑week high, but any slowdown in contract volumes or supply‑chain disruptions could trigger a re‑evaluation of the stock’s valuation multiples.
Quadracci J Joel: A Profile of Steady Commitment
Quadracci’s insider history is sparse but consistent. His first recorded transaction was a February 2025 purchase of 1,370 RSUs, which vested and settled on February 3, 2026, resulting in a 1,370‑share acquisition. Since then, he has maintained a long‑term holding of 7,478 shares, with no sales reported. His lack of trading activity suggests a patient, confidence‑driven approach, aligning with the company’s focus on long‑term infrastructure investments. Compared to peers, Quadracci’s buy volume is modest, but the timing—coinciding with a market‑wide insider buying wave—positions him as a “quiet backer” of Plexus’s growth narrative.
What Investors Should Watch
- Contract Pipeline – Plexus’s EMS contracts in defense and aerospace are key to sustaining earnings growth; any slowdown could weigh on the stock.
- Valuation Sustainability – The current P/E remains high; investors should monitor whether earnings growth keeps pace with the valuation multiple.
- Insider Balance – While insider buys are encouraging, the accompanying RSU sales may indicate a shift in liquidity needs; future trades could signal changes in executive confidence.
In summary, Quadracci’s recent purchase, set against a backdrop of widespread insider buying and a strong earnings outlook, signals confidence among Plexus’s leadership. Investors should, however, remain attentive to contract performance and valuation trends as the company navigates the competitive EMS landscape.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-03 | Quadracci J Joel () | Buy | 1,370.00 | 0.00 | Common Stock, $.01 par value |
| 2026-02-03 | Quadracci J Joel () | Sell | 1,370.00 | 0.00 | Restricted Stock Units |
| 2026-02-03 | Wuamett Jennifer () | Buy | 1,370.00 | 0.00 | Common Stock, $.01 par value |
| 2026-02-03 | Wuamett Jennifer () | Sell | 1,370.00 | 0.00 | Restricted Stock Units |
| 2026-02-03 | ROOKE PAUL A () | Buy | 1,370.00 | 0.00 | Common Stock, $.01 par value |
| 2026-02-03 | ROOKE PAUL A () | Sell | 1,370.00 | 0.00 | Restricted Stock Units |
| 2026-02-03 | MARTINEZ RANDY J () | Buy | 1,370.00 | 0.00 | Common Stock, $.01 par value |
| 2026-02-03 | MARTINEZ RANDY J () | Sell | 1,370.00 | 0.00 | Restricted Stock Units |
| 2026-02-03 | SCHROCK MICHAEL V () | Buy | 1,370.00 | 0.00 | Common Stock, $.01 par value |
| 2026-02-03 | SCHROCK MICHAEL V () | Sell | 1,370.00 | 0.00 | Restricted Stock Units |
| 2026-02-03 | Rapp Karen Marie () | Buy | 1,370.00 | 0.00 | Common Stock, $.01 par value |
| 2026-02-03 | Rapp Karen Marie () | Sell | 1,370.00 | 0.00 | Restricted Stock Units |
| 2026-02-03 | Jueckstock Rainer () | Buy | 1,370.00 | 0.00 | Common Stock, $.01 par value |
| 2026-02-03 | Jueckstock Rainer () | Sell | 1,370.00 | 0.00 | Restricted Stock Units |
| 2026-02-03 | Eisenhart Joann M () | Buy | 1,370.00 | 0.00 | Common Stock, $.01 par value |
| 2026-02-03 | Eisenhart Joann M () | Sell | 1,370.00 | 0.00 | Restricted Stock Units |
