Insider Trading February 17, 2026

Diodes SVP Disposes $71,891 in Shares as Company Posts Mixed Q4 Results

Emily Yang sold 1,000 shares on Feb. 13, 2026; company reports revenue beat but EPS miss for Q4 2025

By Jordan Park DIOD
Diodes SVP Disposes $71,891 in Shares as Company Posts Mixed Q4 Results
DIOD

Emily Yang, Senior Vice President of Worldwide Sales and Marketing at Diodes Incorporated, sold 1,000 shares of company stock on February 13, 2026, for total proceeds of $71,891. The disclosed sale reduced beneficial ownership after an unsettled 2023 PSU award. The company recently reported mixed fourth-quarter 2025 results and has seen notable short-term share strength despite a pullback from the insider sale price.

Key Points

  • Emily Yang, SVP Worldwide Sales/Marketing at Diodes, sold 1,000 shares on Feb. 13, 2026, for average proceeds of $71.8913 per share, totaling $71,891; sale prices ranged from $71.84 to $71.9601.
  • After the sale Yang directly holds 73,032 shares, plus indirect holdings of 584 shares via the Oner Family Revocable Trust and 1,576 shares in a custodial account, along with 32,100 Performance Stock Units. Beneficial ownership was reduced by 9,000 shares due to a 2023 PSU Award with no settlement.
  • Diodes reported mixed Q4 2025 results - EPS of $0.34 missed the $0.38 consensus (a 10.53% shortfall), while revenue of $391.6 million beat expectations of $384.89 million by 1.74%; Baird raised its price target to $80 from $60 and kept an Outperform rating.

Emily Yang, who serves as Senior Vice President of Worldwide Sales and Marketing at Diodes Incorporated (NASDAQ: DIOD), reported a sale of 1,000 shares of the company’s common stock on February 13, 2026. The transaction, filed in a Form 4 with the Securities and Exchange Commission, lists an average sale price of $71.8913 per share and total proceeds of $71,891. The reported sale prices ranged between $71.84 and $71.9601.

Following the disposition, Yang is recorded as directly owning 73,032 shares of Diodes common stock. In addition to those directly held shares, the filing notes indirect holdings of 584 shares through the Oner Family Revocable Trust and 1,576 shares held in a custodial account. Yang also has 32,100 shares reflected as Performance Stock Units. The filing states that the beneficiary-owned securities count decreased by 9,000 shares because the 2023 PSU Award had no settlement of shares.

At the time of the filing, Diodes had a market capitalization of approximately $3.12 billion. The share price has since moved lower to $67.54, after showing robust momentum in recent weeks and months - a 15.19% gain over the past week and a 34.73% return across the last six months. Those short- and medium-term moves contrast with the level at which Yang executed her sale.


Financial metrics and balance-sheet pointers

Analysis included in the filing commentary references InvestingPro metrics showing a trailing price-to-earnings ratio of 47.59 and a price/earnings-to-growth ratio of 0.96, which the analysis interprets as valuation that is fair relative to expected growth. The company’s financial health is characterized as FAIR, with a highlighted balance-sheet strength of holding more cash than debt.


Recent quarterly performance

Diodes reported fourth-quarter results for 2025 that painted a mixed picture. Earnings per share missed consensus expectations, with an actual EPS of $0.34 versus an anticipated $0.38 - a negative surprise quantified at 10.53%. At the same time, the company generated $391.6 million in revenue, topping the forecast of $384.89 million by 1.74%. The revenue outperformance is noted alongside the EPS shortfall as part of the company’s latest operating update.


Street reaction

Among published analyst actions, Baird boosted its price target on Diodes to $80.00 from $60.00 while retaining an Outperform rating. The firm cited the ongoing cycle recovery and company-specific catalysts as the rationale for its more optimistic target.


What the filing shows and what it does not

The Form 4 provides a clear record of the insider sale and a snapshot of Yang’s current direct and indirect holdings and outstanding performance units. The filing also records that the 2023 PSU Award did not settle shares, which mechanically reduced the count of beneficially owned securities by 9,000. Beyond those disclosures and the company-reported quarterly figures and third-party valuation metrics, no further causal links between the sale and corporate performance are asserted in the public filing.

This reporting focuses strictly on the disclosed transaction, the aggregate holdings reported by the insider, the company’s recent quarter, and published valuation metrics and analyst action.

Risks

  • Insider selling can be interpreted variably by market participants and may affect sentiment in the semiconductor and broader technology sectors, though the filing includes no attribution of motive.
  • The company’s EPS missed consensus in Q4 2025, introducing earnings risk that investors in Diodes and semiconductor-equipment or components suppliers should consider.
  • Valuation appears elevated on a trailing P/E of 47.59, which may leave DIOD shares sensitive to revisions in growth expectations or macroeconomic shifts despite a PEG of 0.96 and a balance-sheet characterized by more cash than debt.

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