North Star Asset Management Inc. Takes $1.35 Million Position in Roche Holding AG $RHHBY

Key Points

• North Star Asset Management acquired 26,305 shares of Roche Holding AG during the second quarter, valued at approximately $1.35 million.
• Other institutional investors also initiated or increased Roche positions, including Enterprise Financial Services, which raised its stake by 6.6%.
• Analyst sentiment remains mixed: Morgan Stanley upgraded Roche to “overweight,” while Zacks Research and HSBC moved to “hold.” The stock has an average rating of “Hold” and an average price target of $60.

North Star Asset Management Inc. bought a new position in shares of Roche Holding AG (OTCMKTS:RHHBY - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 26,305 shares of the company's stock, valued at approximately $1,351,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. McIlrath & Eck LLC acquired a new position in Roche in the first quarter valued at approximately $39,000. Atlas Capital Advisors Inc. acquired a new stake in Roche during the fourth quarter worth approximately $192,000. Pinnacle Wealth Management Advisory Group LLC purchased a new stake in shares of Roche during the 1st quarter worth approximately $208,000. Sarver Vrooman Wealth Advisors purchased a new stake in shares of Roche during the 4th quarter worth approximately $287,000. Finally, Enterprise Financial Services Corp boosted its holdings in shares of Roche by 6.6% in the 1st quarter. Enterprise Financial Services Corp now owns 5,576 shares of the company's stock valued at $277,000 after buying an additional 345 shares in the last quarter.

Wall Street Analyst Weigh In

A number of research analysts recently commented on RHHBY shares. Zacks Research raised shares of Roche from a "strong sell" rating to a "hold" rating in a research report on Monday, August 24th. Morgan Stanley upgraded shares of Roche from an "equal weight" rating to an "overweight" rating and set a $63.00 price objective for the company in a research note on Friday, August 7th. Finally, HSBC lowered Roche from a "buy" rating to a "hold" rating in a report on Monday, July 6th. Five equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Hold" and an average price target of $60.00.

Roche Stock Performance

Roche stock opened at $55.19 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.12 and a current ratio of 1.38. The business has a 50 day simple moving average of $53.94 and a 200-day simple moving average of $52.95. Roche Holding AG has a 12 month low of $39.50 and a 12 month high of $60.85.

About Roche

Roche Holding AG is a Swiss multinational healthcare company headquartered in Basel, founded in 1896 by Fritz Hoffmann‑La Roche. The company operates primarily through two complementary divisions — Pharmaceuticals and Diagnostics — and is known for integrating drug development with diagnostic capabilities to advance personalized healthcare. In the United States and other international markets, shares trade as American Depositary Receipts under the ticker RHHBY OTCMKTS: RHHBY.

In pharmaceuticals, Roche focuses on developing and commercializing prescription medicines across therapeutic areas including oncology, immunology, infectious diseases and neuroscience, with a notable emphasis on targeted biologics and personalized therapies.

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