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 Q2 SEC filings by fund managers ($100M+ AUM)
33% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 57
11% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 168
4% more funds holding
Funds holding: 481 [Q1] → 500 (+19) [Q2]
1.44% more ownership
Funds ownership: 94.24% [Q1] → 95.68% (+1.44%) [Q2]
16% less capital invested
Capital invested by funds: $16.3B [Q1] → $13.8B (-$2.56B) [Q2]
29% less funds holding in top 10
Funds holding in top 10: 14 [Q1] → 10 (-4) [Q2]
33% less call options, than puts
Call options by funds: $95.7M | Put options by funds: $143M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
UBS Daniel Brennan 80% 1-year accuracy 4 / 5 met price target | 21%upside $29 | Buy Maintained | 8 Oct 2024 |
RBC Capital Conor McNamara 52% 1-year accuracy 11 / 21 met price target | 41%upside $34 | Outperform Reiterated | 26 Sept 2024 |
Wells Fargo Brandon Couillard 50% 1-year accuracy 6 / 12 met price target | 25%upside $30 | Overweight Initiated | 27 Aug 2024 |
TD Cowen Dan Brennan 67% 1-year accuracy 18 / 27 met price target | 29%upside $31 | Buy Maintained | 29 Jul 2024 |
Morgan Stanley Tejas Savant 55% 1-year accuracy 6 / 11 met price target | 21%upside $29 | Overweight Maintained | 29 Jul 2024 |
Financial journalist opinion
Based on 8 articles about AVTR published over the past 30 days