Impact Partnership Wealth LLC Takes Position in ResMed Inc. $RMD

Impact Partnership Wealth LLC acquired a new position in shares of ResMed Inc. (NYSE:RMD) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,680 shares of the medical equipment provider’s stock, valued at approximately $734,000.

A number of other large investors also recently modified their holdings of the stock. Entropy Technologies LP grew its holdings in ResMed by 188.7% during the 2nd quarter. Entropy Technologies LP now owns 16,384 shares of the medical equipment provider’s stock worth $4,227,000 after acquiring an additional 10,708 shares during the period. Quantbot Technologies LP boosted its position in shares of ResMed by 244.8% in the 2nd quarter. Quantbot Technologies LP now owns 36,355 shares of the medical equipment provider’s stock worth $9,380,000 after purchasing an additional 25,810 shares during the last quarter. Nordea Investment Management AB grew its stake in shares of ResMed by 3.5% during the third quarter. Nordea Investment Management AB now owns 790,872 shares of the medical equipment provider’s stock worth $217,387,000 after purchasing an additional 26,629 shares during the period. American Century Companies Inc. grew its stake in shares of ResMed by 0.7% during the second quarter. American Century Companies Inc. now owns 175,901 shares of the medical equipment provider’s stock worth $45,382,000 after purchasing an additional 1,183 shares during the period. Finally, Swedbank AB lifted its stake in ResMed by 25.4% in the third quarter. Swedbank AB now owns 542,711 shares of the medical equipment provider’s stock valued at $148,556,000 after buying an additional 109,760 shares during the period. 54.98% of the stock is currently owned by institutional investors and hedge funds.

ResMed Trading Up 0.0%

RMD opened at $257.83 on Friday. The firm’s fifty day simple moving average is $250.90 and its 200 day simple moving average is $263.20. The stock has a market capitalization of $37.63 billion, a P/E ratio of 26.39, a P/E/G ratio of 1.73 and a beta of 0.88. The company has a current ratio of 2.89, a quick ratio of 2.13 and a debt-to-equity ratio of 0.07. ResMed Inc. has a 12 month low of $199.92 and a 12 month high of $293.81.

ResMed (NYSE:RMD) last posted its quarterly earnings data on Thursday, January 29th. The medical equipment provider reported $2.81 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.13. The company had revenue of $1.42 billion during the quarter, compared to analysts’ expectations of $1.40 billion. ResMed had a return on equity of 25.45% and a net margin of 27.35%.ResMed’s revenue for the quarter was up 11.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.43 earnings per share. As a group, research analysts anticipate that ResMed Inc. will post 9.47 EPS for the current fiscal year.

ResMed Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Thursday, February 12th will be paid a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, February 12th. ResMed’s dividend payout ratio is currently 24.56%.

ResMed News Roundup

Here are the key news stories impacting ResMed this week:

• Positive Sentiment: Q2 results beat expectations — EPS (non‑GAAP $2.81) topped estimates and revenue of $1.423B was ~11% year‑over‑year growth, driven by device and mask demand; investors are pricing in continued top‑line momentum. ResMed beats quarterly profit estimates on strong demand for its sleep devices
• Positive Sentiment: Margins and cash flow improved — GAAP gross margin rose ~320 bps to 61.8%, operating cash flow was ~$340M and non‑GAAP EPS grew mid‑teens, supporting profitability outlook. Resmed Inc. Announces Results for the Second Quarter of Fiscal Year 2026
• Positive Sentiment: Shareholder returns raised — board declared a $0.60 quarterly cash dividend (payable March 19) and the company repurchased $175M of stock in the quarter, boosting capital return credibility. Resmed Inc. Announces Results for the Second Quarter of Fiscal Year 2026
• Neutral Sentiment: Product & regulatory progress — received FDA clearance for an AI‑enabled comfort feature (Smart Comfort) that may aid adherence and product differentiation, but commercial impact will be gradual. Resmed Inc. Announces Results for the Second Quarter of Fiscal Year 2026
• Neutral Sentiment: Investor sentiment / analyst context — multiple analysts maintain positive views and price targets remain well above current levels (median ~ $300), which supports upside but also sets expectations. Resmed Inc. Reports 11% Revenue Growth and Strong Margin Improvement in Q2 Fiscal Year 2026
• Negative Sentiment: Costs and one‑time items rose — SG&A and R&D grew (~12% yo‑y on a constant currency basis) and the company recorded ~$6M of restructuring charges; rising operating expenses could cap margin upside if growth slows. Resmed Inc. Announces Results for the Second Quarter of Fiscal Year 2026
• Negative Sentiment: Insider selling activity noted — recent disclosures show multiple insider sales across senior executives over the past 6 months, which some investors view as a cautionary signal. Resmed Inc. Reports 11% Revenue Growth and Strong Margin Improvement in Q2 Fiscal Year 2026

Insider Activity

In other ResMed news, Director Witte Jan De sold 2,055 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $255.00, for a total value of $524,025.00. Following the completion of the transaction, the director directly owned 4,261 shares in the company, valued at $1,086,555. This trade represents a 32.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Peter C. Farrell sold 2,000 shares of the business’s stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $248.83, for a total value of $497,660.00. Following the transaction, the director directly owned 66,773 shares in the company, valued at $16,615,125.59. This trade represents a 2.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 21,594 shares of company stock worth $5,403,495 in the last quarter. Corporate insiders own 0.65% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Stifel Nicolaus decreased their target price on ResMed from $270.00 to $260.00 and set a “hold” rating for the company in a research report on Thursday, December 18th. Wells Fargo & Company assumed coverage on shares of ResMed in a research note on Monday, October 13th. They issued an “equal weight” rating and a $280.00 target price for the company. Royal Bank Of Canada lifted their price target on shares of ResMed from $300.00 to $303.00 and gave the stock an “outperform” rating in a research report on Friday, October 31st. Robert W. Baird reissued a “neutral” rating and issued a $275.00 price target (down previously from $300.00) on shares of ResMed in a report on Tuesday, December 16th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of ResMed in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, ResMed has a consensus rating of “Moderate Buy” and an average target price of $296.09.

ResMed Profile

ResMed (NYSE: RMD) is a global medical device and cloud-connectivity company focused on improving outcomes for people with sleep-disordered breathing and chronic respiratory conditions. Founded in 1989, the company is headquartered in San Diego, California, and develops, manufactures and distributes a range of devices and software used by patients, clinicians and providers worldwide.

ResMed’s product portfolio centers on noninvasive ventilation and sleep therapy equipment, including continuous positive airway pressure (CPAP) and bilevel devices, masks and related accessories for the treatment of obstructive sleep apnea and other respiratory disorders.