Teleflex (TFX)

• Market cap: $5.43B
• 1 day: -0.85%
• 5 days: -1.02%
• 1 month: -7.44%
• 3 months: -27.03%
• 6 months: -36.82%
• Year to date: -30.13%
• 1 year: -38.88%
• 5 years: -63.99%
• 10 years: -0.13%
• Sector: Healthcare
• Industry: Medical Instruments & Supplies

About: Teleflex is a Wayne, Pennsylvania-based manufacturer of hospital supplies and medical devices primarily in the bloodstream/vascular and surgical areas. The firm reports results across seven segments: vascular access (24% of 2024 sales), interventional (19%), anesthesia (13%), surgical (15%), interventional urology (11%), original-equipment manufacturing (11%), and other (7%). Geographic exposure for the business is primarily in the US, which accounts for 60% of revenue, with international markets making up the remainder.

Employees: 14,100

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

74% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $2.37M

4.64% more ownership

Funds ownership: 94.43% [Q3] → 99.07% (+4.64%) [Q4]

5% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 92

9% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 187

3% less funds holding

Funds holding: 520 [Q3] → 505 (-15) [Q4]

26% less capital invested

Capital invested by funds: $11B [Q3] → $8.19B (-$2.81B) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]

Research analyst outlook

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

• Low target: $137 10% upside
• Avg. target: $145 16% upside
• High target: $173 38% upside

6 analyst ratings

• positive: 1 17%
• neutral: 4 67%
• negative: 1 17%

Truist Securities Richard Newitter 51% 1-year accuracy 26 / 51 met price target	10% upside $137	Hold Maintained	5 May 2025
Morgan Stanley Patrick Wood 47% 1-year accuracy 7 / 15 met price target	38% upside $173	Overweight Maintained	5 May 2025
RBC Capital Shagun Singh 54% 1-year accuracy 37 / 69 met price target	16% upside $145	Sector Perform Maintained	2 May 2025
Wells Fargo Larry Biegelsen 32% 1-year accuracy 13 / 41 met price target	10% upside $137	Equal-Weight Maintained	2 May 2025
B of A Securities Craig Bijou 67% 1-year accuracy 6 / 9 met price target	12% upside $140	Underperform Downgraded	4 Mar 2025