Sotera Health (NASDAQ:SHC) Updates FY 2026 Earnings Guidance

Key Points

• Sotera Health updated its FY 2026 guidance to EPS of $0.930–$1.010 (consensus $0.950) and revenue of $1.2B–$1.3B (consensus $1.2B).
• Director GTCR sold 10,000,000 shares at about $15.27 (~$152.7M), reducing its stake by roughly 44%, while insiders still own 15.36% and institutional investors hold about 91% of the stock.
• Broker sentiment is a Moderate Buy with an average price target of $20.67, after recent target adjustments from firms including Piper Sandler ($24), Citigroup ($23) and Barclays ($18).

Sotera Health (NASDAQ:SHC - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.930-1.010 for the period, compared to the consensus earnings per share estimate of 0.950. The company issued revenue guidance of $1.2 billion-$1.3 billion, compared to the consensus revenue estimate of $1.2 billion.

Analysts Set New Price Targets

A number of brokerages have commented on SHC. Citigroup lifted their price target on Sotera Health from $21.00 to $23.00 and gave the stock a "buy" rating in a research report on Tuesday, February 24th. Barclays lowered their price target on Sotera Health from $20.00 to $18.00 and set an "overweight" rating for the company in a research report on Tuesday, April 14th. Wells Fargo & Company cut Sotera Health to an "overweight" rating in a research report on Thursday, January 8th. Wall Street Zen cut Sotera Health from a "strong-buy" rating to a "buy" rating in a research report on Saturday, April 11th. Finally, Piper Sandler raised Sotera Health from a "neutral" rating to an "overweight" rating and lifted their price target for the stock from $17.00 to $24.00 in a research report on Friday, January 9th. Seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $20.67.

Sotera Health Stock Down 0.7%

Shares of SHC stock opened at $15.39 on Tuesday. The stock has a 50 day moving average of $15.04 and a 200 day moving average of $16.49. The company has a current ratio of 2.46, a quick ratio of 2.24 and a debt-to-equity ratio of 3.66. The stock has a market cap of $4.39 billion, a P/E ratio of 57.00 and a beta of 1.82. Sotera Health has a twelve month low of $10.80 and a twelve month high of $19.85.

Sotera Health (NASDAQ:SHC - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.18 earnings per share for the quarter, beating the consensus estimate of $0.17 by $0.01. The company had revenue of $280.05 million during the quarter, compared to analysts' expectations of $270.78 million. Sotera Health had a return on equity of 42.38% and a net margin of 6.70%.Sotera Health has set its FY 2026 guidance at 0.930-1.010 EPS. As a group, sell-side analysts expect that Sotera Health will post 0.88 EPS for the current year.

Insiders Place Their Bets

In related news, Director Gtcr Investment Xi Llc sold 10,000,000 shares of Sotera Health stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $15.27, for a total transaction of $152,700,000.00. Following the completion of the transaction, the director directly owned 12,735,301 shares in the company, valued at approximately $194,468,046.27. This trade represents a 43.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 15.36% of the company's stock.

Hedge Funds Weigh In On Sotera Health

A number of large investors have recently bought and sold shares of the business. Sculptor Capital LP raised its holdings in Sotera Health by 27.2% in the 2nd quarter. Sculptor Capital LP now owns 11,500,000 shares of the company's stock worth $127,880,000 after purchasing an additional 2,462,489 shares during the period. Janus Henderson Group PLC raised its holdings in Sotera Health by 4.8% in the 4th quarter. Janus Henderson Group PLC now owns 6,772,059 shares of the company's stock worth $119,460,000 after purchasing an additional 312,191 shares during the period. State Street Corp raised its holdings in Sotera Health by 21.0% in the 4th quarter. State Street Corp now owns 5,965,326 shares of the company's stock worth $105,228,000 after purchasing an additional 1,035,457 shares during the period. Dimensional Fund Advisors LP raised its holdings in Sotera Health by 11.3% in the 4th quarter. Dimensional Fund Advisors LP now owns 5,160,594 shares of the company's stock worth $91,036,000 after purchasing an additional 524,012 shares during the period. Finally, AQR Capital Management LLC raised its holdings in Sotera Health by 1,206.2% in the 4th quarter. AQR Capital Management LLC now owns 2,864,106 shares of the company's stock worth $50,523,000 after purchasing an additional 2,644,831 shares during the period. Institutional investors and hedge funds own 91.03% 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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