Teleflex (TFX)

• Market cap: $5.79B
• 1 day: 0.99%
• 5 days: 0.29%
• 1 month: -7.35%
• 3 months: -28.57%
• 6 months: -44.70%
• Year to date: -27.69%
• 1 year: -37.84%
• 5 years: -62.65%
• 10 years: 7.74%
• Sector: Healthcare
• Industry: Medical Instruments & Supplies

About: Teleflex is a Wayne, Pennsylvania-based manufacturer of hospital supplies and medical devices primarily in the bloodstream/vascular and surgical areas. The firm reports results across seven segments: vascular access (24% of 2024 sales), interventional (19%), anesthesia (13%), surgical (15%), interventional urology (11%), original-equipment manufacturing (11%), and other (7%). Geographic exposure for the business is primarily in the US, which accounts for 60% of revenue, with international markets making up the remainder.

Employees: 14,100

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

74% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $2.37M

4.64% more ownership

Funds ownership: 94.43% [Q3] → 99.08% (+4.64%) [Q4]

3% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 91

10% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 188

3% less funds holding

Funds holding: 520 [Q3] → 507 (-13) [Q4]

26% less capital invested

Capital invested by funds: $11B [Q3] → $8.19B (-$2.81B) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $140 8% upside
• Avg. target: $151 17% upside
• High target: $191 48% upside

5 analyst ratings

• positive: 1 20%
• neutral: 3 60%
• negative: 1 20%

Truist Securities Richard Newitter 54% 1-year accuracy 26 / 48 met price target	8% upside $140	Hold Maintained	11 Apr 2025
Morgan Stanley Patrick Wood 42% 1-year accuracy 5 / 12 met price target	48% upside $191	Overweight Maintained	5 Mar 2025
B of A Securities Craig Bijou 67% 1-year accuracy 6 / 9 met price target	8% upside $140	Underperform Downgraded	4 Mar 2025
Wells Fargo Larry Biegelsen 22% 1-year accuracy 10 / 46 met price target	13% upside $146	Equal-Weight Maintained	28 Feb 2025
Piper Sandler Matt O'Brien 32% 1-year accuracy 16 / 50 met price target	8% upside $140	Neutral Downgraded	28 Feb 2025