Baxter International
About: Baxter offers a variety of medical supplies and equipment to providers. From its legacy operations, Baxter sells injectable therapies for use in care settings, including IV pumps, administrative sets, and solutions; nutritional products; and surgical sealants and hemostatic agents. Baxter expanded its portfolio of hospital-focused offerings by acquiring Hillrom in late 2021, which added basic equipment like hospital beds, operating room equipment, and patient monitoring tools to the portfolio. Baxter also sold its kidney care tools in early 2025.
Employees: 38,000
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
3.55% more ownership
Funds ownership: 90.85% [Q3] → 94.4% (+3.55%) [Q4]
9% less funds holding
Funds holding: 879 [Q3] → 803 (-76) [Q4]
15% less call options, than puts
Call options by funds: $91.6M | Put options by funds: $108M
20% less capital invested
Capital invested by funds: $17.6B [Q3] → $14.1B (-$3.5B) [Q4]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 6 (-2) [Q4]
26% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 329
34% less first-time investments, than exits
New positions opened: 110 | Existing positions closed: 167
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$28
10%
downside
Avg. target
$36
16%
upside
High target
$42
35%
upside
5 analyst ratings
2 positive
40%
2 neutral
40%
1 negative
20%
Morgan Stanley Patrick Wood 53% 1-year accuracy 8 / 15 met price target | 10%downside $28 | Underweight Maintained | 5 May 2025 |
Wells Fargo Larry Biegelsen 37% 1-year accuracy 15 / 41 met price target | 6%upside $33 | Equal-Weight Maintained | 2 May 2025 |
Barclays Matt Miksic 56% 1-year accuracy 22 / 39 met price target | 32%upside $41 | Overweight Maintained | 10 Mar 2025 |
Goldman Sachs David Roman 41% 1-year accuracy 9 / 22 met price target | 35%upside $42 | Buy Reinstated | 26 Feb 2025 |
JP Morgan Robbie Marcus 55% 1-year accuracy 11 / 20 met price target | 16%upside $36 | Neutral Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 13 articles about BAX published over the past 30 days
Neutral
Seeking Alpha
5 days ago
The 'Goldilocks' Case For Baxter International
Baxter International's stock has been challenging to own for the past decade, initially due to high valuations and later due to execution concerns and an ugly acquisition. During the pandemic, health care stocks, including Baxter, underperformed expectations, with BAX peaking in April 2020 before declining. But the divestiture of the kidney care business will help the balance sheet, and management is optimistic toward 2025 performance.
Neutral
Business Wire
1 week ago
Baxter Declares Quarterly Dividend
DEERFIELD, Ill.--(BUSINESS WIRE)--Baxter International Inc. (NYSE:BAX), a global medtech leader, today announced that its Board of Directors has declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on July 1, 2025, to stockholders of record as of May 30, 2025. The indicated annual dividend rate is $0.68 per share of common stock. About Baxter Every day, millions of patients, caregivers and healthcare providers rely on Baxter's leading portfolio of diagn.
Neutral
Seeking Alpha
1 week ago
Baxter International Inc. (BAX) Q1 2025 Earnings Call Transcript
Baxter International Inc. (NYSE:BAX ) Q1 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Clare Trachtman - Senior Vice President and Chief Investor Relations Officer Brent Shafer - Chairman and Interim Chief Executive Officer Heather Knight - Chief Operating Officer Joel Grade - Executive Vice President and Chief Financial Officer Conference Call Participants Joanne Wuensch - Citi David Roman - Goldman Sachs Travis Steed - BofA Securities Vijay Kumar - Evercore ISI Robbie Marcus - JPMorgan Larry Biegelsen - Wells Pito Chickering - Deutsche Bank Danielle Antalffy - UBS Operator Good morning, ladies and gentlemen, and welcome to Baxter International's First Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded by Baxter and is copyrighted material.
Positive
Zacks Investment Research
1 week ago
BAX Stock Gains Following Q1 Earnings Beat Estimates, Revenues Up Y/Y
Baxter reports better-than-expected first-quarter results. However, the company's gross margin contracts.
Positive
Benzinga
1 week ago
Baxter Reports Strong Medical Devices Sales In Q1, Lifts 2025 Guidance, Stock Jumps
On Thursday, Baxter International Inc. BAX reported a first-quarter 2025 adjusted EPS of 62 cents, beating the management guidance of 47 to 50 cents and the Wall Street estimate of 48 cents.
Neutral
Zacks Investment Research
1 week ago
Baxter (BAX) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Baxter (BAX) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
Baxter (BAX) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Baxter (BAX) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Reuters
1 week ago
Baxter tops quarterly estimates on strong demand for medical devices
Medical products maker Baxter International on Thursday beat Wall Street estimates for first-quarter revenue and profit, helped by the robust demand for its intravenous (IV) solutions and patient-monitoring systems.
Neutral
Business Wire
1 week ago
Baxter Reports First-Quarter 2025 Results
DEERFIELD, Ill.--(BUSINESS WIRE)--Baxter International Inc. (NYSE:BAX), a global medtech leader, today reported results for the first quarter of 2025. “Our solid performance in the first quarter of 2025 reflects the ongoing impact of our transformation journey,” said Brent Shafer, chair and interim chief executive officer. “Baxter today is a more focused and agile organization, well positioned to drive enhanced value for patients, healthcare providers, customers and shareholders through our rei.
Positive
Zacks Investment Research
1 week ago
MedTech Stocks' Earnings to Watch on May 1: BDX, CAH, BAX, DXCM & SYK
This earnings season so far has reflected a continued recovery in sales for companies within the Medical sector. Earnings have increased year over year, albeit at a slower pace than revenues.
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