AvantorAVTR
About: Avantor Inc provider of products and services to customers in the biopharma, healthcare, education & government, and advanced technologies & applied materials industries. The company has three geographic segments: the Americas, Europe, and AMEA. The company's product group consists of Equipment & instrumentation, Services & specialty procurement, Proprietary materials & consumables, and Third-party materials & consumables. Materials & consumables include high-purity chemicals and reagents, lab products and supplies, specialized formulated silicone materials, customized excipients, customized single-use assemblies, process chromatography resins and columns, analytical sample prep kits, and education and microbiology and clinical trial kits, peristaltic pumps and fluid handling tips.
Employees: 14,500
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
26% more capital invested
Capital invested by funds: $13.8B [Q2] → $17.4B (+$3.6B) [Q3]
20% more funds holding in top 10
Funds holding in top 10: 10 [Q2] → 12 (+2) [Q3]
20% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 168
3.2% more ownership
Funds ownership: 96.18% [Q2] → 99.37% (+3.2%) [Q3]
1% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 79
0% more funds holding
Funds holding: 500 [Q2] → 501 (+1) [Q3]
69% less call options, than puts
Call options by funds: $75.9M | Put options by funds: $245M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Wells Fargo Brandon Couillard 22% 1-year accuracy 4 / 18 met price target | 30%upside $28 | Overweight Maintained | 28 Oct 2024 |
Baird Catherine Schulte 24% 1-year accuracy 5 / 21 met price target | 21%upside $26 | Outperform Maintained | 28 Oct 2024 |
Barclays Luke Sergott 25% 1-year accuracy 12 / 48 met price target | 16%upside $25 | Overweight Maintained | 25 Oct 2024 |
UBS Daniel Brennan 33% 1-year accuracy 2 / 6 met price target | 35%upside $29 | Buy Maintained | 8 Oct 2024 |
RBC Capital Conor McNamara 26% 1-year accuracy 10 / 39 met price target | 58%upside $34 | Outperform Reiterated | 26 Sept 2024 |