West Pharmaceutical
About: West Pharmaceutical Services is based in Pennsylvania 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), nonglass containment solutions, and auto-injectors for injectable drugs, which include large-molecule biologics, peptides such as GLP-1 receptor agonists, and small-molecule 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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
161% more call options, than puts
Call options by funds: $80M | Put options by funds: $30.7M
35% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 77
3% more funds holding
Funds holding: 702 [Q1] → 722 (+20) [Q2]
2.15% more ownership
Funds ownership: 95.15% [Q1] → 97.3% (+2.15%) [Q2]
3% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 259
1% less capital invested
Capital invested by funds: $15.4B [Q1] → $15.2B (-$127M) [Q2]
67% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 1 (-2) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Rothschild & Co
Jamie Clark
|
$311
|
Buy
Initiated
|
15 Sep 2025 |
|
UBS
John Sourbeer
|
$320
|
Buy
Maintained
|
25 Jul 2025 |
|
Evercore ISI Group
Daniel Markowitz
|
$350
|
Outperform
Maintained
|
25 Jul 2025 |
|
Barclays
Luke Sergott
|
$245
|
Equal-Weight
Initiated
|
24 Jun 2025 |
Financial journalist opinion
Based on 5 articles about WST published over the past 30 days
