West Pharmaceutical (WST)

• Market cap: $15.5B
• 1 day: 0.73%
• 5 days: 3.87%
• 1 month: -2.74%
• 3 months: -37.04%
• 6 months: -30.38%
• Year to date: -34.19%
• 1 year: -39.02%
• 5 years: 11.97%
• 10 years: 285.86%
• Sector: Healthcare
• Industry: Medical Instruments & Supplies

About: West Pharmaceutical Services is based in Pennsylvania, US, 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), non-glass 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

150% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 10 (+6) [Q4]

32% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 78

14% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 254

13% more capital invested

Capital invested by funds: $20.2B [Q3] → $22.8B (+$2.57B) [Q4]

2.73% more ownership

Funds ownership: 93.28% [Q3] → 96.01% (+2.73%) [Q4]

2% more funds holding

Funds holding: 720 [Q3] → 732 (+12) [Q4]

44% less call options, than puts

Call options by funds: $77.4M | Put options by funds: $139M

Research analyst outlook

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

• Low target: $275 27% upside
• Avg. target: $300 39% upside
• High target: $325 50% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Evercore ISI Group Daniel Markowitz 0% 1-year accuracy 0 / 2 met price target	27% upside $275	Outperform Initiated	18 Mar 2025
Keybanc Paul Knight 11% 1-year accuracy 1 / 9 met price target	50% upside $325	Overweight Maintained	14 Feb 2025