Border to Coast Pensions Partnership Ltd Has $65.14 Million Stock Position in West Pharmaceutical Services, Inc. $WST

Key Points

• Border to Coast Pensions Partnership Ltd grew its stake in West Pharmaceutical Services by 51.7% in Q4 to 236,307 shares worth about $65.14 million, representing roughly 1.1% of the fund's portfolio and ~0.33% of West.
• West beat quarterly expectations with $2.04 EPS vs. $1.83 expected and revenue of $805 million (up 7.5% YoY), and issued FY2026 guidance of 7.850–8.200 EPS.
• The company announced a $1.00 billion share buyback (about 5.6% of shares) and a quarterly dividend of $0.22 ($0.88 annual, ~0.3% yield); analysts' consensus is a Buy with an average price target of $315.67.

Border to Coast Pensions Partnership Ltd grew its position in West Pharmaceutical Services, Inc. (NYSE:WST - Free Report) by 51.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 236,307 shares of the medical instruments supplier's stock after buying an additional 80,575 shares during the period. West Pharmaceutical Services accounts for approximately 1.1% of Border to Coast Pensions Partnership Ltd's investment portfolio, making the stock its 27th largest holding. Border to Coast Pensions Partnership Ltd owned approximately 0.33% of West Pharmaceutical Services worth $65,136,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in WST. CYBER HORNET ETFs LLC acquired a new stake in shares of West Pharmaceutical Services during the second quarter worth $25,000. SJS Investment Consulting Inc. grew its stake in shares of West Pharmaceutical Services by 1,842.9% during the third quarter. SJS Investment Consulting Inc. now owns 136 shares of the medical instruments supplier's stock worth $36,000 after purchasing an additional 129 shares during the period. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of West Pharmaceutical Services during the third quarter worth $47,000. MUFG Securities EMEA plc acquired a new position in West Pharmaceutical Services during the second quarter valued at approximately $47,000. Finally, State of Wyoming acquired a new position in West Pharmaceutical Services during the second quarter valued at approximately $49,000. 93.90% of the stock is owned by institutional investors and hedge funds.

West Pharmaceutical Services Stock Performance

Shares of WST stock opened at $266.45 on Thursday. West Pharmaceutical Services, Inc. has a one year low of $193.05 and a one year high of $322.34. The stock has a market cap of $19.21 billion, a P/E ratio of 39.24, a P/E/G ratio of 2.85 and a beta of 1.15. The company has a fifty day moving average price of $247.67 and a two-hundred day moving average price of $261.55. The company has a debt-to-equity ratio of 0.06, a current ratio of 3.02 and a quick ratio of 2.34.

West Pharmaceutical Services (NYSE:WST - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The medical instruments supplier reported $2.04 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.83 by $0.21. West Pharmaceutical Services had a return on equity of 17.90% and a net margin of 16.06%.The company had revenue of $805.00 million during the quarter, compared to analysts' expectations of $795.70 million. During the same period last year, the firm posted $1.82 earnings per share. The business's revenue was up 7.5% on a year-over-year basis. West Pharmaceutical Services has set its FY 2026 guidance at 7.850-8.200 EPS. As a group, equities analysts predict that West Pharmaceutical Services, Inc. will post 6.62 EPS for the current year.

West Pharmaceutical Services Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 29th will be given a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Wednesday, April 29th. West Pharmaceutical Services's dividend payout ratio (DPR) is presently 12.96%.

West Pharmaceutical Services announced that its board has initiated a share repurchase program on Tuesday, February 17th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the medical instruments supplier to reacquire up to 5.6% of its stock through open market purchases. Stock buyback programs are often an indication that the company's board believes its stock is undervalued.

Analyst Ratings Changes

WST has been the subject of a number of analyst reports. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $315.00 price objective on shares of West Pharmaceutical Services in a report on Friday, February 13th. Barclays boosted their price objective on shares of West Pharmaceutical Services from $265.00 to $275.00 and gave the company an "equal weight" rating in a report on Tuesday. Jefferies Financial Group restated a "buy" rating and set a $295.00 price objective on shares of West Pharmaceutical Services in a report on Tuesday, February 10th. UBS Group restated a "buy" rating and set a $340.00 price objective on shares of West Pharmaceutical Services in a report on Friday, February 13th. Finally, Evercore decreased their target price on West Pharmaceutical Services from $390.00 to $320.00 and set an "outperform" rating for the company in a research note on Tuesday, February 3rd. Three research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Buy" and an average price target of $315.67.

West Pharmaceutical Services Profile

West Pharmaceutical Services, Inc is a global developer and manufacturer of components, systems and services that enable the containment and delivery of injectable drugs. The company focuses on high-quality packaging and delivery solutions for the pharmaceutical and biotech industries, producing primary drug packaging components and specialized drug delivery devices used for vaccines, biologics and other injectable therapies. West is known for its elastomeric closures, seals and polymer components that maintain sterility and compatibility with sensitive drug formulations.

In addition to component manufacturing, West provides engineered delivery systems and support services across the product lifecycle.

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