Mitsubishi UFJ Trust & Banking Corp Sells 202,370 Shares of Organon & Co. $OGN

Key Points

• Mitsubishi UFJ Trust & Banking Corp sold 202,370 shares of Organon in Q4, trimming its stake by 14.1% to 1,228,223 shares (about 0.47% of the company) worth roughly $8.8 million.
• Organon missed Q1 estimates with EPS of $0.71 (vs. $0.83 consensus) and revenue of $1.46B (vs. $1.49B), as Women’s Health sales fell ~16% while Biosimilars grew ~23%, pressuring near‑term forecasts.
• The company declared a quarterly dividend of $0.02 per share (annualized $0.08, ~0.6% yield); however, analyst sentiment is cautious (average rating "Reduce" and $11.40 price target) and institutional investors own about 77.4% of the stock.

Mitsubishi UFJ Trust & Banking Corp lowered its position in shares of Organon & Co. (NYSE:OGN - Free Report) by 14.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,228,223 shares of the company's stock after selling 202,370 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 0.47% of Organon & Co. worth $8,806,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. increased its position in Organon & Co. by 11.3% during the third quarter. Vanguard Group Inc. now owns 35,928,403 shares of the company's stock worth $383,715,000 after acquiring an additional 3,650,860 shares during the period. AQR Capital Management LLC boosted its holdings in Organon & Co. by 136.1% in the 2nd quarter. AQR Capital Management LLC now owns 3,254,884 shares of the company's stock valued at $31,507,000 after purchasing an additional 1,876,264 shares during the period. UBS Group AG boosted its holdings in Organon & Co. by 55.2% in the 4th quarter. UBS Group AG now owns 4,295,002 shares of the company's stock valued at $30,795,000 after purchasing an additional 1,527,492 shares during the period. Balyasny Asset Management L.P. grew its position in shares of Organon & Co. by 102.1% during the 3rd quarter. Balyasny Asset Management L.P. now owns 2,240,149 shares of the company's stock worth $23,925,000 after purchasing an additional 1,131,941 shares in the last quarter. Finally, Gotham Asset Management LLC increased its holdings in shares of Organon & Co. by 37.2% during the third quarter. Gotham Asset Management LLC now owns 3,713,204 shares of the company's stock worth $39,657,000 after purchasing an additional 1,007,691 shares during the period. Institutional investors own 77.43% of the company's stock.

Organon & Co. Stock Performance

NYSE OGN opened at $13.29 on Friday. The company has a current ratio of 1.82, a quick ratio of 1.23 and a debt-to-equity ratio of 11.47. The firm has a market capitalization of $3.49 billion, a price-to-earnings ratio of 14.29, a P/E/G ratio of 1.23 and a beta of 1.57. The firm's 50 day simple moving average is $7.68 and its 200 day simple moving average is $7.75. Organon & Co. has a 1 year low of $5.69 and a 1 year high of $13.39.

Organon & Co. (NYSE:OGN - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.83 by ($0.12). Organon & Co. had a net margin of 3.99% and a return on equity of 103.27%. The firm had revenue of $1.46 billion for the quarter, compared to analyst estimates of $1.49 billion. During the same quarter in the prior year, the firm earned $1.02 earnings per share. The firm's revenue for the quarter was down 3.5% on a year-over-year basis. As a group, research analysts expect that Organon & Co. will post 3.23 earnings per share for the current fiscal year.

Organon & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Monday, May 11th will be issued a dividend of $0.02 per share. The ex-dividend date of this dividend is Monday, May 11th. This represents a $0.08 dividend on an annualized basis and a dividend yield of 0.6%. Organon & Co.'s payout ratio is 8.60%.

Organon & Co. News Roundup

Here are the key news stories impacting Organon & Co. this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.02 per share (record May 11, payable June 11), implying an annualized yield of ~0.6% — a modest shareholder return that supports income-focused holders.
• Neutral Sentiment: Company press release provides the quarter’s segment detail: total revenue $1.46B (down ~4% vs. Q1 2025). Women's Health revenue fell ~16% (≈19% ex-FX), Biosimilars grew ~23% (≈21% ex-FX), Established Brands declined ~1% (≈7% ex-FX). Useful for modeling near-term product-level trends. Organon Reports Results for the First Quarter Ended March 31, 2026
• Neutral Sentiment: Analyst write-ups (Zacks and snapshot pieces) dig into how headline numbers compare with estimates and prior year metrics — helpful for gauging margin drivers and consensus revisions. Organon (OGN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Reported Q1 EPS of $0.71 missed consensus ~$0.83 and declined from $1.02 a year ago; revenue $1.46B missed ~$1.49B. Net margin compressed (~3.0%) though ROE is elevated (122%) — the miss and weakening Women's Health sales are the main near-term headwinds for forecasts and valuation. Organon (OGN) Q1 Earnings and Revenues Miss Estimates
• Negative Sentiment: High-profile negative commentary (e.g., Jim Cramer quoted as saying “Organon’s done” in a caller exchange) may amplify retail selling or sentiment volatility short-term. Jim Cramer Says “Organon’s Done” Upon a Caller’s Inquiry

Wall Street Analysts Forecast Growth

OGN has been the topic of a number of analyst reports. Zacks Research raised Organon & Co. from a "strong sell" rating to a "hold" rating in a research report on Tuesday, April 14th. Barclays lifted their price objective on Organon & Co. from $7.50 to $8.00 and gave the company an "underweight" rating in a report on Tuesday, February 24th. Piper Sandler upgraded Organon & Co. from an "underweight" rating to a "neutral" rating and upped their target price for the company from $5.00 to $14.00 in a research report on Tuesday, April 28th. Wall Street Zen lowered Organon & Co. from a "buy" rating to a "hold" rating in a report on Saturday, January 31st. Finally, BNP Paribas Exane restated a "neutral" rating and issued a $14.00 price target (up from $12.00) on shares of Organon & Co. in a research report on Wednesday. Four research analysts have rated the stock with a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Reduce" and an average price target of $11.40.

Organon & Co. Profile

Organon & Co is a global healthcare company that was established as an independent, publicly traded entity following its spin-off from Merck & Co in June 2021. Headquartered in Jersey City, New Jersey, Organon focuses on delivering therapeutic solutions across women’s health, biosimilars, and established brands. The company’s creation reflected a strategic effort to concentrate on specialty pharmaceuticals and legacy products with proven patient impact.

In women’s health, Organon provides a broad portfolio of products addressing reproductive and gynecological conditions, including fertility treatments, contraception, and hormone replacement therapies.

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