West Pharmaceutical (WST)

• Market cap: $15.9B
• 1 day: -1.33%
• 5 days: -1.65%
• 1 month: 2.80%
• 3 months: -0.81%
• 6 months: -32.76%
• Year to date: -32.42%
• 1 year: -34.01%
• 5 years: 5.99%
• 10 years: 298.55%
• 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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

56% more call options, than puts

Call options by funds: $98M | Put options by funds: $63M

3% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 258

1.1% less ownership

Funds ownership: 96.18% [Q4 2024] → 95.08% (-1.1%) [Q1 2025]

5% less funds holding

Funds holding: 734 [Q4 2024] → 698 (-36) [Q1 2025]

18% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 111

33% less capital invested

Capital invested by funds: $22.8B [Q4 2024] → $15.4B (-$7.45B) [Q1 2025]

70% less funds holding in top 10

Funds holding in top 10: 10 [Q4 2024] → 3 (-7) [Q1 2025]

Research analyst outlook

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

• Low target: $275 24% upside
• Avg. target: $275 24% upside
• High target: $275 24% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Evercore ISI Group Daniel Markowitz

24% upside $275

Outperform Initiated

18 Mar 2025