Sotera Health Company $SHC Shares Acquired by Principal Financial Group Inc.

Key Points

• Principal Financial Group increased its Sotera Health stake by 16.6% in the first quarter, acquiring 74,217 shares for a total holding of 520,209 shares valued at approximately $7.46 million. Institutional investors collectively own 91.03% of SHC.
• Sotera Health exceeded quarterly expectations, reporting $0.18 in EPS versus $0.17 expected and $280.05 million in revenue, up 10% year over year. The company issued fiscal 2026 EPS guidance of $0.93–$1.01.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $20.25 price target compared with the stock’s $17.35 opening price. Separately, director GTCR Investment XI sold 12.7 million shares for approximately $193.2 million.

Principal Financial Group Inc. increased its holdings in shares of Sotera Health Company (NASDAQ:SHC - Free Report) by 16.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 520,209 shares of the company's stock after buying an additional 74,217 shares during the period. Principal Financial Group Inc. owned about 0.18% of Sotera Health worth $7,460,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. IFP Advisors Inc raised its position in Sotera Health by 1,105.6% during the fourth quarter. IFP Advisors Inc now owns 1,495 shares of the company's stock worth $26,000 after acquiring an additional 1,371 shares during the period. Rothschild Investment LLC purchased a new position in Sotera Health during the fourth quarter valued at $27,000. Root Financial Partners LLC grew its position in shares of Sotera Health by 217.5% in the first quarter. Root Financial Partners LLC now owns 2,124 shares of the company's stock valued at $30,000 after purchasing an additional 1,455 shares during the period. EverSource Wealth Advisors LLC increased its stake in shares of Sotera Health by 831.4% during the second quarter. EverSource Wealth Advisors LLC now owns 3,288 shares of the company's stock worth $37,000 after purchasing an additional 2,935 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. purchased a new stake in shares of Sotera Health during the fourth quarter worth about $40,000. Institutional investors and hedge funds own 91.03% of the company's stock.

Sotera Health Price Performance

Shares of NASDAQ SHC opened at $17.35 on Monday. The stock has a market cap of $4.95 billion, a PE ratio of 42.32 and a beta of 1.76. The company has a current ratio of 2.82, a quick ratio of 2.54 and a debt-to-equity ratio of 3.56. Sotera Health Company has a 12-month low of $11.00 and a 12-month high of $19.85. The company has a 50-day moving average of $16.65 and a 200 day moving average of $16.38.

Sotera Health (NASDAQ:SHC - Get Free Report) last released its earnings results on Tuesday, May 5th. The company reported $0.18 earnings per share for the quarter, topping analysts' consensus estimates of $0.17 by $0.01. The business had revenue of $280.05 million for the quarter, compared to analyst estimates of $270.78 million. Sotera Health had a net margin of 9.91% and a return on equity of 39.73%. The business's revenue was up 10.0% on a year-over-year basis. During the same period last year, the company posted $0.14 EPS. Sotera Health has set its FY 2026 guidance at 0.930-1.010 EPS. As a group, sell-side analysts predict that Sotera Health Company will post 0.87 EPS for the current fiscal year.

Wall Street Analyst Weigh In

SHC has been the topic of a number of research reports. Piper Sandler reaffirmed an "overweight" rating and issued a $22.00 price target (down from $24.00) on shares of Sotera Health in a research note on Wednesday, May 6th. The Goldman Sachs Group started coverage on Sotera Health in a report on Friday, June 5th. They set a "buy" rating and a $20.00 target price for the company. Barclays raised their target price on Sotera Health from $18.00 to $19.00 and gave the company an "overweight" rating in a research report on Wednesday, June 24th. Wall Street Zen lowered Sotera Health from a "strong-buy" rating to a "buy" rating in a research note on Saturday, April 11th. Finally, UBS Group set a $19.00 price target on Sotera Health in a research report on Wednesday, June 24th. Eight analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $20.25.

Insider Buying and Selling

In other Sotera Health news, Director Gtcr Investment Xi Llc sold 12,735,301 shares of the business's stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $15.17, for a total transaction of $193,194,516.17. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 15.36% of the company's stock.

About Sotera Health

Sotera Health Inc NASDAQ: SHC is a global provider of sterilization and laboratory testing services that support the medical device, pharmaceutical, life sciences and consumer product industries. Headquartered in Jacksonville, Florida, the company offers a suite of services designed to ensure products meet rigorous safety and regulatory requirements before reaching market.

Sotera Health operates through three primary service platforms. Its Sterigenics division delivers contract sterilization solutions, including ethylene oxide (EtO), gamma irradiation, electron beam and X-ray technologies.

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