Perrigo

PRGO

Market cap $1.48B

PRGO beats Q1 EPS estimates despite lower sales. Weakness in cough and cold demand offsets gains in Women's Health and Infant Formula.

We do not believe Humana's current share price reflects the company's earnings power, and as industry conditions normalize, we believe it can return to target margins over the long term. We initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given our constructive long-term outlook for US natural gas. We exited our position in First Advantage, a leader in the background check space, to pursue other opportunities with less macro exposure and AI-disruption concerns.

Perrigo Company plc (PRGO) Q1 2026 Earnings Call Transcript

Perrigo (PRGO) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.6 per share a year ago.

Mitigating category headwinds with market share gains through implementation of Three‑S plan. Specialty Care segment achieved net sales and segment operating income growth, led by continued momentum in Compeed ® , Opill ® , and ellaOne ® brands.

Advances key Three-S plan pillar, streamlining portfolio Upfront net proceeds of approximately €306 million will enable debt reduction DUBLIN, April 30, 2026 /PRNewswire/ -- Perrigo Company plc (NYSE: PRGO) ("Perrigo" or the "Company"), a leading global provider of consumer health products, today announced that it has completed the previously announced sale of its branded Dermacosmetics business to Karo Healthcare ("Karo") for total consideration of up to €332.6 million. The transaction consists of €305.6 million in upfront cash, including €5.6 million in net working capital adjustments, and up to an additional €27.0 million contingent on the achievement of net sales milestones over the next three years.

Perrigo (PRGO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

DUBLIN, April 29, 2026 /PRNewswire/ -- Perrigo Company plc (NYSE: PRGO), a leading global provider of consumer products, today announced that its Board of Directors has approved a quarterly dividend of $0.29 per share, or $1.16 per share on an annualized basis. The cash dividend is payable on June 16, 2026, to shareholders of record on May 29, 2026.

Perrigo sports a forward dividend yield nearing 10%, but this high yield is highly reflective of high uncertainty over the company's future performance. Despite a mixed dividend growth track record, an ongoing catalyst may make Healthpeak Properties appealing to investors focused on capital growth.

The first quarter of 2026 was the first negative quarter for the S&P 500 since Q1 2025's tariff shock. On January 27, Corning and Meta announced a multi-year agreement worth up to $6 billion for optical fiber, cable, and connectivity for U.S. AI data centers, anchored at the Hickory, North Carolina, plant that Corning says will become the world's largest fiber-optic cable facility. Sphere's operating results continue to surprise us to the upside.