AE Wealth Management LLC Has $40.82 Million Holdings in AptarGroup, Inc. $ATR

Key Points

• AE Wealth Management boosted its stake in AptarGroup by 45.1% to 334,707 shares, holding about $40.82 million (roughly 0.51% of the company) at quarter-end.
• AptarGroup beat Q4 expectations with $1.25 EPS and $962.74 million in revenue (up 13.5% year-over-year), and provided Q1 2026 guidance of $1.130–$1.210 EPS.
• The board authorized a $600.00 million share repurchase (up to 7.1% of shares) and the company pays a quarterly dividend of $0.48 ($1.92 annualized, ~1.5% yield; 32.6% payout ratio).

AE Wealth Management LLC boosted its position in shares of AptarGroup, Inc. (NYSE:ATR - Free Report) by 45.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 334,707 shares of the industrial products company's stock after acquiring an additional 104,076 shares during the period. AE Wealth Management LLC owned 0.51% of AptarGroup worth $40,821,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of ATR. State Street Corp grew its stake in shares of AptarGroup by 1.5% in the second quarter. State Street Corp now owns 2,868,365 shares of the industrial products company's stock worth $448,698,000 after acquiring an additional 43,188 shares during the last quarter. Mawer Investment Management Ltd. boosted its stake in AptarGroup by 97.0% during the third quarter. Mawer Investment Management Ltd. now owns 2,759,026 shares of the industrial products company's stock worth $368,771,000 after buying an additional 1,358,269 shares in the last quarter. Boston Trust Walden Corp increased its holdings in AptarGroup by 16.4% in the 3rd quarter. Boston Trust Walden Corp now owns 1,234,354 shares of the industrial products company's stock valued at $164,984,000 after buying an additional 174,084 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of AptarGroup by 7.4% in the 3rd quarter. Dimensional Fund Advisors LP now owns 959,361 shares of the industrial products company's stock valued at $128,220,000 after buying an additional 66,405 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its holdings in shares of AptarGroup by 3.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 554,168 shares of the industrial products company's stock worth $74,072,000 after acquiring an additional 21,019 shares during the period. 88.52% of the stock is currently owned by institutional investors.

AptarGroup Trading Down 1.2%

Shares of NYSE ATR opened at $128.11 on Friday. AptarGroup, Inc. has a 1-year low of $103.23 and a 1-year high of $164.28. The company has a 50-day moving average of $133.12 and a two-hundred day moving average of $127.10. The company has a market cap of $8.17 billion, a PE ratio of 21.75, a P/E/G ratio of 3.09 and a beta of 0.49. The company has a current ratio of 1.62, a quick ratio of 1.16 and a debt-to-equity ratio of 0.42.

AptarGroup (NYSE:ATR - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The industrial products company reported $1.25 EPS for the quarter, beating the consensus estimate of $1.24 by $0.01. The business had revenue of $962.74 million for the quarter, compared to analysts' expectations of $878.58 million. AptarGroup had a net margin of 10.40% and a return on equity of 14.25%. AptarGroup's revenue was up 13.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.52 earnings per share. AptarGroup has set its Q1 2026 guidance at 1.130-1.210 EPS. As a group, equities analysts expect that AptarGroup, Inc. will post 5.57 earnings per share for the current fiscal year.

AptarGroup declared that its board has authorized a stock repurchase plan on Thursday, February 5th that authorizes the company to repurchase $600.00 million in outstanding shares. This repurchase authorization authorizes the industrial products company to buy up to 7.1% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company's management believes its stock is undervalued.

AptarGroup Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 4th were issued a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Wednesday, February 4th. AptarGroup's payout ratio is currently 32.60%.

Insider Activity at AptarGroup

In other AptarGroup news, insider Gael Touya sold 3,500 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $141.35, for a total transaction of $494,725.00. Following the completion of the sale, the insider owned 27,963 shares in the company, valued at approximately $3,952,570.05. The trade was a 11.12% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.73% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on ATR shares. Wells Fargo & Company raised shares of AptarGroup from an "equal weight" rating to an "overweight" rating and increased their price target for the stock from $133.00 to $144.00 in a research report on Friday, March 20th. KeyCorp reiterated an "overweight" rating and issued a $220.00 price objective on shares of AptarGroup in a research note on Friday, January 9th. Robert W. Baird set a $156.00 price target on AptarGroup in a research note on Monday, February 9th. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of AptarGroup in a research report on Friday, March 27th. Four analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $173.00.

About AptarGroup

AptarGroup, Inc is a global provider of advanced dispensing, sealing and protection solutions for consumer and pharmaceutical markets. The company designs and manufactures a broad portfolio of products that enable the controlled delivery of liquids, gels, powders and aerosols. Its customer base spans beauty and personal care, home care, food and beverage, and pharmaceutical sectors, where innovation in packaging and drug‐delivery devices drives brand differentiation and regulatory compliance.

In the consumer markets, AptarGroup offers pumps, actuators, valves, closures and specialized bottles engineered for precision, convenience and sustainability.

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