West PharmaceuticalWST
Market Cap: 20.7B
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 Q1 SEC filings by fund managers ($100M+ AUM)
150% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2023] → 10 (+6) [Q1 2024]
11% more capital invested
Capital invested by funds: $24.1B [Q4 2023] → $26.7B (+$2.55B) [Q1 2024]
8% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 259
0.52% less ownership
Funds ownership: 92.88% [Q4 2023] → 92.36% (-0.52%) [Q1 2024]
9% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 105
1% less funds holding
Funds holding: 765 [Q4 2023] → 756 (-9) [Q1 2024]
25% less call options, than puts
Call options by funds: $124M | Put options by funds: $167M
Research analyst outlook
3 Wall Street Analysts provided 1 year price forecasts over the past 6 months
3 analyst ratings
UBS John Sourbeer | 32%upside $375 | Neutral Maintained | 16 Feb 2024 |
Keybanc Paul Knight | 65%upside $470 | Overweight Maintained | 13 Feb 2024 |
Jefferies David Windley | 88%upside $536 | Buy Upgraded | 7 Feb 2024 |
Financial journalist opinion
Based on 11 articles about WST published over the past 30 days