AptarGroup, Inc. $ATR Stake Lifted by Charles Schwab Investment Management Inc.

Key Points

• Charles Schwab Investment Management Inc. has increased its stake in AptarGroup, Inc. by 0.9%, now holding approximately $62.7 million worth of shares.
• AptarGroup recently reported $1.66 EPS for the quarter, exceeding analysts' expectations and showing a 6.1% year-over-year revenue increase.
• The company announced a quarterly dividend of $0.45, maintaining a dividend yield of 1.3% with a payout ratio of 30.98%.

Charles Schwab Investment Management Inc. boosted its holdings in AptarGroup, Inc. (NYSE:ATR - Free Report) by 0.9% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 422,604 shares of the industrial products company's stock after acquiring an additional 3,867 shares during the quarter. Charles Schwab Investment Management Inc. owned about 0.64% of AptarGroup worth $62,706,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of ATR. Bank of America Corp DE grew its holdings in AptarGroup by 297.2% in the fourth quarter. Bank of America Corp DE now owns 473,021 shares of the industrial products company's stock valued at $74,312,000 after purchasing an additional 353,935 shares during the last quarter. Victory Capital Management Inc. grew its holdings in AptarGroup by 12.6% in the first quarter. Victory Capital Management Inc. now owns 2,219,191 shares of the industrial products company's stock valued at $329,284,000 after purchasing an additional 247,519 shares during the last quarter. GAMMA Investing LLC grew its holdings in AptarGroup by 20,143.0% in the first quarter. GAMMA Investing LLC now owns 202,835 shares of the industrial products company's stock valued at $300,970,000 after purchasing an additional 201,833 shares during the last quarter. Raymond James Financial Inc. acquired a new stake in AptarGroup in the fourth quarter valued at $21,941,000. Finally, Segall Bryant & Hamill LLC acquired a new stake in AptarGroup in the first quarter valued at $20,082,000. Hedge funds and other institutional investors own 88.52% of the company's stock.

Analyst Ratings Changes

Several analysts have weighed in on the company. Wall Street Zen raised AptarGroup from a "hold" rating to a "buy" rating in a report on Wednesday, May 14th. Wells Fargo & Company reaffirmed an "overweight" rating and set a $153.00 price objective (down previously from $173.00) on shares of AptarGroup in a research note on Monday, August 4th. Finally, Raymond James Financial reaffirmed an "outperform" rating and set a $172.00 price objective (down previously from $182.00) on shares of AptarGroup in a research note on Monday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, AptarGroup presently has an average rating of "Buy" and an average target price of $174.60.

AptarGroup Trading Up 1.5%

NYSE:ATR traded up $2.0950 during mid-day trading on Tuesday, reaching $139.9850. The company's stock had a trading volume of 67,670 shares, compared to its average volume of 383,180. The company's fifty day simple moving average is $152.27 and its two-hundred day simple moving average is $150.13. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.21 and a quick ratio of 0.83. AptarGroup, Inc. has a twelve month low of $130.85 and a twelve month high of $178.03. The stock has a market cap of $9.22 billion, a P/E ratio of 24.09, a P/E/G ratio of 2.87 and a beta of 0.57.

AptarGroup (NYSE:ATR - Get Free Report) last issued its quarterly earnings results on Thursday, July 31st. The industrial products company reported $1.66 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.58 by $0.08. AptarGroup had a return on equity of 15.39% and a net margin of 10.84%.The firm had revenue of $966.01 million for the quarter, compared to analyst estimates of $954.06 million. During the same period last year, the company earned $1.41 EPS. The firm's quarterly revenue was up 6.1% on a year-over-year basis. AptarGroup has set its Q3 2025 guidance at 1.530-1.610 EPS. On average, equities analysts predict that AptarGroup, Inc. will post 5.57 EPS for the current year.

AptarGroup Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 14th. Stockholders of record on Thursday, July 24th were paid a $0.45 dividend. This represents a $1.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Thursday, July 24th. AptarGroup's payout ratio is currently 30.98%.

Insider Buying and Selling

In related news, EVP Kimberly Chainey sold 1,671 shares of the business's stock in a transaction that occurred on Tuesday, June 10th. The stock was sold at an average price of $152.79, for a total transaction of $255,312.09. Following the transaction, the executive vice president directly owned 11,088 shares of the company's stock, valued at approximately $1,694,135.52. The trade was a 13.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Gael Touya sold 3,300 shares of the business's stock in a transaction that occurred on Friday, June 6th. The stock was sold at an average price of $152.62, for a total value of $503,646.00. Following the transaction, the insider directly owned 33,963 shares in the company, valued at $5,183,433.06. This trade represents a 8.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 11,971 shares of company stock valued at $1,854,388. Corporate insiders own 0.68% of the company's stock.

AptarGroup Company Profile

AptarGroup, Inc designs and manufactures a range of drug delivery, consumer product dispensing, and active material science solutions and services for the pharmaceutical, beauty, personal care, home care, and food and beverage markets. The company operates through Aptar Pharma, Aptar Beauty, and Aptar Closures segments.