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Meeting calendar
AMAT · Annual meeting · Thursday, March 12, 2026

Applied Materials Inc

10 nominees · 3 ballot items.

Elect ten directors; advisory approval of named executive officers’ compensation (‘say-on-pay’); ratify appointment of KPMG LLP as independent registered public accounting firm; and transact any other business properly before the meeting.

Market cap
$420.5B
1Y TSR
+218.9%
Board grade
A
Record date
Jan 14, 2026
Filing
DEF 14A
Meeting concluded · Mar 12, 2026

Follow how the vote landed and what changed on Applied Materials Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.

Proposals

On the ballot3

  1. 1

    Election of Directors

    ManagementBoard: FOR

    Election of ten director nominees to serve one-year terms until the next annual meeting or until their successors are elected.

  2. 2

    Approval, on an Advisory Basis, of the Compensation of Our Named Executive Officers

    ManagementBoard: FOR

    Non-binding advisory vote to approve the compensation of the named executive officers for fiscal year 2025 as disclosed in the proxy statement.

    More detail

    This proposal asks shareholders to cast a non-binding advisory vote to approve the company’s executive compensation for fiscal 2025 as disclosed in the proxy statement. Management seeks shareholder approval to validate the Human Resources and Compensation Committee’s (HRCC) decisions on pay design—emphasizing performance-based compensation with substantial at-risk and equity components, including a shift in PSU metrics to 50% non-GAAP economic profit and 50% TSR for FY25 grants. The HRCC presents rationale that the program aligns pay with long‑term shareholder value, retention, and strategic objectives (including sustainability measures on the corporate scorecard). The board recommends a "FOR" vote, citing strong company performance (record revenue and EPS for FY25), rigorous goal-setting, robust governance practices (independent committee oversight, use of an independent compensation consultant), and prior shareholder support (91% in 2025). The non-binding nature means the board will consider results but is not legally required to change pay practices; the proposal functions as shareholder feedback on compensation alignment and governance. Potential investor concerns could include high CEO realized pay in absolute terms and the sensitivity of long-term awards to TSR and accounting adjustments; management’s response emphasizes rigorous goals, clawback and recoupment policies, and alignment of incentives with capital efficiency via economic profit metrics.

  3. 3

    Ratification of the Appointment of Independent Registered Public Accounting Firm

    ManagementBoard: FOR

    Ratify KPMG LLP as Applied Materials’ independent registered public accounting firm for fiscal year 2026.

Director elections

Nominees on the ballot10

Independent
Tenure on this board
1.0 yrs
Also a director at
Coherent Corp (COHR)
Independent
Tenure on this board
10.6 yrs
Also a director at
Rapid7 Inc (RPD)Qorvo Inc (QRVO)
Independent
Tenure on this board
19.6 yrs
Also a director at
Synopsys Inc (SNPS)
Independent
Tenure on this board
21.5 yrs
Also a director at
Rigetti Computing Inc (RGTI)
Independent
Tenure on this board
8.6 yrs
Also a director at
Equifax Inc (EFX)
Ownership

Top institutional holders10

Latest 13F quarter
1VANGUARD CAPITAL MANAGEMENT LLC6.5%51,577,799$17.6B
2STATE STREET CORP4.7%37,506,950$12.8B
3BlackRock, Inc.4.2%32,952,789$11.3B
4Capital Research Global Investors3.7%29,455,424$10.1B
5Invesco Ltd.3.1%24,322,087$8.3B
6GEODE CAPITAL MANAGEMENT, LLC2.4%19,391,932$6.6B
7VANGUARD PORTFOLIO MANAGEMENT LLC2.2%17,261,696$5.9B
8BlackRock, Inc.2.1%16,830,548$5.8B
9BlackRock, Inc.1.2%9,909,754$3.4B
10VAN ECK ASSOCIATES CORP0.8%6,639,720$2.3B
Filings

Recent key filings

Periodic reports
Definitive proxies
Reference

Frequently asked questions

When is the Applied Materials Inc 2026 annual meeting?
Applied Materials Inc (AMAT) holds its 2026 annual shareholder meeting on Thursday, March 12, 2026.
What is the record date for the Applied Materials Inc 2026 meeting?
The record date for the Applied Materials Inc 2026 meeting is Wednesday, January 14, 2026. Shareholders of record on or before that date are eligible to vote.
Who are the director nominees for Applied Materials Inc's 2026 meeting?
The board is presenting 10 director nominees at the Applied Materials Inc 2026 meeting, listed with their independence status and background.
What proposals will shareholders vote on at the Applied Materials Inc 2026 meeting?
Shareholders will vote on 3 proposals at the Applied Materials Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
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