Impax Asset Management Group plc Sells 289,853 Shares of Repligen Corporation $RGEN

Key Points

• Impax Asset Management sold 289,853 shares of Repligen, cutting its stake by 41.2% to 413,384 shares (about 0.73% of the company) valued at roughly $67.74 million.
• Repligen beat Q results (EPS $0.49 vs. $0.44 est.; revenue $197.9M vs. $192.2M), with revenue up 18.1% year‑over‑year and FY2026 guidance of 1.930–2.010 EPS (consensus ~1.97).
• Market sentiment is mixed but overall a Moderate Buy with a consensus target of $170.93; institutional investors own 97.64% of the stock and several firms notably initiated or increased positions.

Impax Asset Management Group plc decreased its holdings in shares of Repligen Corporation (NASDAQ:RGEN - Free Report) by 41.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 413,384 shares of the biotechnology company's stock after selling 289,853 shares during the period. Impax Asset Management Group plc owned 0.73% of Repligen worth $67,737,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Iron Triangle Partners LP bought a new position in Repligen during the 3rd quarter valued at approximately $36,091,000. Delta Investment Management LLC bought a new position in Repligen during the 3rd quarter valued at approximately $6,779,000. Hudson Bay Capital Management LP bought a new position in Repligen during the 3rd quarter valued at approximately $2,807,000. Cinctive Capital Management LP purchased a new position in shares of Repligen during the 3rd quarter worth approximately $3,398,000. Finally, Schroder Investment Management Group grew its holdings in shares of Repligen by 123.2% during the 3rd quarter. Schroder Investment Management Group now owns 460,609 shares of the biotechnology company's stock worth $61,570,000 after acquiring an additional 254,212 shares during the period. Institutional investors own 97.64% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on RGEN. HC Wainwright upped their target price on Repligen from $180.00 to $208.00 and gave the stock a "buy" rating in a report on Monday, March 23rd. Wells Fargo & Company reduced their target price on Repligen from $190.00 to $180.00 and set an "overweight" rating on the stock in a report on Wednesday, February 25th. Canaccord Genuity Group reduced their target price on Repligen from $165.00 to $145.00 and set a "hold" rating on the stock in a report on Monday. KeyCorp reiterated an "overweight" rating on shares of Repligen in a report on Wednesday, February 25th. Finally, Weiss Ratings downgraded Repligen from a "hold (c-)" rating to a "sell (d+)" rating in a report on Tuesday, March 3rd. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Repligen has an average rating of "Moderate Buy" and a consensus target price of $170.93.

Repligen Stock Performance

Repligen stock opened at $117.60 on Friday. The company has a quick ratio of 7.12, a current ratio of 8.37 and a debt-to-equity ratio of 0.26. The company has a market capitalization of $6.63 billion, a P/E ratio of 138.35, a PEG ratio of 2.22 and a beta of 1.19. The stock's 50 day moving average is $123.16 and its 200 day moving average is $145.59. Repligen Corporation has a twelve month low of $109.50 and a twelve month high of $175.77.

Repligen (NASDAQ:RGEN - Get Free Report) last posted its quarterly earnings results on Tuesday, February 24th. The biotechnology company reported $0.49 earnings per share for the quarter, topping the consensus estimate of $0.44 by $0.05. The company had revenue of $197.91 million for the quarter, compared to the consensus estimate of $192.23 million. Repligen had a return on equity of 4.71% and a net margin of 6.62%.The firm's quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.44 EPS. Repligen has set its FY 2026 guidance at 1.930-2.010 EPS. On average, equities research analysts predict that Repligen Corporation will post 1.97 earnings per share for the current fiscal year.

Repligen Company Profile

Repligen Corporation NASDAQ: RGEN is a life sciences company that develops and manufactures high-value consumable products for bioprocessing applications. Founded in 1981 and headquartered in Waltham, Massachusetts, the company specializes in technologies that support the development and production of biopharmaceuticals. Repligen's offerings include chromatography resins, filtration membranes, single-use technologies and systems for downstream purification and upstream processing.

The company's core product lines encompass Protein A affinity resins, designed for monoclonal antibody purification, and a portfolio of ion exchange, multimodal and hydrophobic interaction resins.

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