Welcome to our dedicated page for Netapp SEC filings (Ticker: NTAP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The NetApp, Inc. (NASDAQ: NTAP) SEC filings page on Stock Titan aggregates the company’s official disclosures to U.S. regulators, giving investors direct access to how NetApp describes its business and performance. As an Intelligent Data Infrastructure company, NetApp uses its filings to explain how it provides enterprise-class software, systems, and services that transform data infrastructures across data types, workloads, and environments.
Core periodic reports such as the Form 10-K annual report and Form 10-Q quarterly reports typically discuss NetApp’s Hybrid Cloud and Public Cloud segments, its unified data storage and data services portfolio, and its focus on areas like AI-ready infrastructure, cyber resilience, and cloud-integrated storage. These filings also outline risk factors, segment information, and management’s discussion of strategy and operating trends.
Current reports on Form 8-K provide more immediate updates, including quarterly financial results, amendments to equity and employee stock purchase plans, and changes to director compensation policies, as reflected in NetApp’s recent 8-K filings. The DEF 14A proxy statement offers detail on corporate governance, executive and director compensation, board composition, and NetApp’s stated values and strategic priorities in areas such as AI, hybrid cloud, and operational excellence.
On Stock Titan, these filings are updated in near real time from EDGAR and paired with AI-powered summaries to help users interpret lengthy documents. Investors can quickly understand key points from NetApp’s 10-K and 10-Q reports, review material 8-K events, and examine proxy disclosures without reading every page, while still having full-text access for deeper analysis.
NetApp reported higher results for the quarter ended January 23, 2026. Net revenues rose to $1.71 billion from $1.64 billion, helped by growth in both product and services. Net income increased to $334 million, with diluted EPS of $1.67, up from $1.44.
For the first nine months, revenue reached $4.98 billion versus $4.84 billion and net income was $872 million, slightly above $846 million a year earlier. Operating cash flow was strong at $1.12 billion. The company repaid $750 million of maturing senior notes, repurchased $750 million of stock, and paid $310 million in dividends, ending with $3.01 billion in cash, cash equivalents and short-term investments.
NetApp reported a solid third quarter of fiscal 2026 with profitable growth and strong margins. Net revenues were $1.71 billion, up 4% year-over-year, while GAAP earnings per share rose to $1.67 from $1.44. Record non-GAAP earnings per share reached $2.12, supported by billings of $1.89 billion, up 10%.
All-flash array revenue hit a record $1.0 billion, growing 11% and equating to a $4.2 billion annualized run rate. Public Cloud revenue was $174 million, with first-party and marketplace storage services growing 27% year-over-year. GAAP operating income was $434 million with a 25.3% margin, and non-GAAP operating income was $533 million with a 31.1% margin.
NetApp generated $317 million in cash from operations and $271 million in free cash flow, returning $303 million to stockholders through share repurchases and dividends. For the fourth quarter, the company expects net revenues of $1.795–$1.945 billion, GAAP EPS of $1.76–$1.86, and non-GAAP EPS of $2.21–$2.31. Full-year 2026 revenue is projected at $6.772–$6.922 billion, with GAAP EPS of $6.07–$6.17 and non-GAAP EPS of $7.92–$8.02. A quarterly dividend of $0.52 per share is scheduled for April 22, 2026.
NetApp, Inc. insider Daniel De Lorenzo, the company’s VP, Controller & CAO, reported an open-market sale of 252 common shares at
After this sale, the filing shows De Lorenzo holding 0 common shares. The trade was carried out under a pre-established Rule 10b5-1 trading plan that the reporting person adopted on
NetApp EVP and Chief Administrative Officer Elizabeth M. O’Callahan reported routine equity compensation activity involving restricted stock units (RSUs) and common shares. On February 15, 2026, several RSU tranches vested and were converted into common stock on a one-for-one basis, consistent with prior grant terms.
She acquired common shares through exercises or conversions linked to RSUs, including 2,750 common shares at a stated price of $0.00 per share, reflecting non-cash equity awards. To satisfy tax obligations, 1,443 common shares were disposed of at an average price of $98.22 per share via tax-withholding. Following these transactions, she directly held 21,382 NetApp common shares.
Footnotes describe earlier RSU grants made in 2022, 2023, and 2024, each vesting over multiple years with initial 25% vesting on specific May 15 dates and the remaining 6.25% vesting quarterly thereafter, subject to continued service. These transactions align with those multi-year vesting schedules.
NetApp, Inc. President Cesar Cernuda reported multiple stock transactions linked to restricted stock unit (RSU) vesting and tax withholding. On February 15, 2026, RSUs converted into common stock in several tranches: 1,964, 1,756, and 1,199 RSUs, each on a one-for-one basis into common shares. An additional 4,919 common shares were acquired through derivative exercise or conversion on the same date, bringing direct common share holdings to 59,642 before tax withholding.
To cover tax obligations, 1,182 common shares were disposed of at $98.22 per share in a tax-withholding transaction, leaving Cernuda with 58,460 directly owned common shares after these transactions. The RSU grants referenced vest over time, with specified portions vesting initially and the remainder vesting quarterly over three years, subject to continued service.
NetApp, Inc. executive Daniel De Lorenzo, VP, Controller & CAO, reported multiple equity award transactions on
Following these conversions, 428 common shares were credited to his direct holdings. In a separate transaction coded as a tax-withholding disposition, 176 common shares were delivered at a price of
NetApp, Inc. CEO George Kurian reported multiple stock transactions tied to restricted stock unit (RSU) vesting. On February 15, 2026, several RSU awards converted into common stock on a one-for-one basis, resulting in the acquisition of 7,760 common shares at a stated price of $0.00 per share through derivative exercises/conversions.
To cover tax obligations related to these vestings, 3,951 common shares were disposed of at $98.22 per share through a tax-withholding transaction coded "F," rather than an open-market sale. After these transactions, Kurian directly held 282,630 common shares of NetApp. The RSUs stem from grants made in 2022, 2023, and 2024 that vest over several years, subject to continued service on each vesting date.
NetApp insider Daniel De Lorenzo filed a notice to sell 252 shares of common stock under Rule 144. The shares are to be sold through Morgan Stanley Smith Barney LLC, with an aggregate market value of 25,663.68, on or around 02/17/2026 on NASDAQ.
The 252 shares were acquired as restricted stock from the issuer on 02/15/2026. Over the prior three months, De Lorenzo also sold 33 common shares on 12/01/2025 for gross proceeds of 3,631.32. NetApp had 198,060,348 common shares outstanding at the time referenced.
NetApp executive Elizabeth M. O'Callahan reported an open-market sale of company stock. On February 10, 2026, the EVP and Chief Administrative Officer sold 1,000 NetApp common shares at a price of $103.45 per share in a transaction coded as a sale.
Following this sale, she beneficially owns 20,075 common shares directly. The filing notes that the transaction was carried out under a pre-arranged Rule 10b5-1 trading plan that she adopted on November 29, 2024.
A shareholder associated with NTAP filed a notice of intent to sell 1,000 shares of common stock on NASDAQ, with an aggregate market value of 103450.00. The filing notes 198060348 common shares outstanding. The seller previously sold 1,000 common shares on 01/12/2026 for 105490.00 and another 1,000 shares on 12/10/2025 for 117370.00. The shares now being sold were acquired as restricted stock from the issuer on 11/15/2024 (441 shares) and 08/15/2024 (559 shares), with consideration described as not applicable.