Organon & Co (OGN)

• Market cap: $2.18B
• 1 day: -0.36%
• 5 days: -5.72%
• 1 month: -25.27%
• 3 months: -44.30%
• 6 months: -45.03%
• Year to date: -43.85%
• 1 year: -61.75%
• 5 years: -74.74%
• 10 years: -74.74%
• Sector: Healthcare
• Industry: Drug Manufacturers - General

About: Organon & Co is a science-based pharmaceutical company that develops and delivers health solutions through a portfolio of prescription therapies within women's health, biosimilars, and established brands. The Company's operations include the following product portfolio: Women's health, Biosimilars and Established medicines. Geographically, it derives a majority of its revenue from Europe and Canada followed by the United States and then Asia Pacific and Japan. The company generates the majority of its revenue from the Established Brands product portfolio.

Employees: 10,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

25% more call options, than puts

Call options by funds: $31.7M | Put options by funds: $25.4M

1% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 220

2% less capital invested

Capital invested by funds: $3.07B [Q4 2024] → $3.01B (-$63M) [Q1 2025]

8% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 92

1.7% less ownership

Funds ownership: 79.8% [Q4 2024] → 78.1% (-1.7%) [Q1 2025]

4% less funds holding

Funds holding: 717 [Q4 2024] → 691 (-26) [Q1 2025]

20% less funds holding in top 10

Funds holding in top 10: 5 [Q4 2024] → 4 (-1) [Q1 2025]

Research analyst outlook

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

• Low target: $10 19% upside
• Avg. target: $14 67% upside
• High target: $18 114% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Piper Sandler David Amsellem	114% upside $18	Overweight Maintained	15 May 2025
Morgan Stanley Terence Flynn	19% upside $10	Equal-Weight Maintained	5 May 2025