West Pharmaceutical
About: West Pharmaceutical Services is based in Pennsylvania, U.S., and is a key supplier to firms in the pharmaceutical, biotechnology, and generic drug industries. West sells elastomer-based packaging components (including stoppers, seals, and plungers), non-glass containment solutions, and auto-injectors for injectable drugs. The company reports in two segments: proprietary products (about 80% of total revenue) and contract-manufactured products (about 20% of total revenue). It generates approximately 55% of its revenue from international markets and 45% from the United States.
Employees: 10,600
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 4 (+1) [Q3]
9% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 266
1.38% less ownership
Funds ownership: 96.14% [Q2] → 94.77% (-1.38%) [Q3]
7% less funds holding
Funds holding: 770 [Q2] → 718 (-52) [Q3]
11% less capital invested
Capital invested by funds: $23B [Q2] → $20.5B (-$2.45B) [Q3]
39% less call options, than puts
Call options by funds: $92.5M | Put options by funds: $152M
40% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 103
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Citigroup Thomas Palmer 24% 1-year accuracy 9 / 37 met price target | 19%upside $400 | Buy Initiated | 8 Jan 2025 |
B of A Securities Derik De Bruin 68% 1-year accuracy 13 / 19 met price target | 6%upside $355 | Buy Maintained | 13 Dec 2024 |
UBS John Sourbeer 25% 1-year accuracy 2 / 8 met price target | 16%upside $390 | Buy Upgraded | 12 Dec 2024 |
Financial journalist opinion
Based on 4 articles about WST published over the past 30 days
