M&G PLC Grows Stake in Bruker Corporation $BRKR

M&G PLC boosted its stake in shares of Bruker Corporation (NASDAQ:BRKR) by 233.0% during the 3rd quarter, HoldingsChannel reports. The fund owned 1,096,226 shares of the medical research company’s stock after purchasing an additional 766,992 shares during the period. M&G PLC’s holdings in Bruker were worth $35,079,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. State of New Jersey Common Pension Fund D increased its position in shares of Bruker by 21.4% during the 3rd quarter. State of New Jersey Common Pension Fund D now owns 62,931 shares of the medical research company’s stock valued at $2,045,000 after purchasing an additional 11,103 shares during the last quarter. Cornerstone Investment Partners LLC grew its position in Bruker by 35.1% in the 3rd quarter. Cornerstone Investment Partners LLC now owns 10,337 shares of the medical research company’s stock valued at $336,000 after acquiring an additional 2,688 shares during the last quarter. Linden Thomas Advisory Services LLC increased its stake in Bruker by 2.1% in the 3rd quarter. Linden Thomas Advisory Services LLC now owns 19,669 shares of the medical research company’s stock worth $639,000 after buying an additional 396 shares during the period. Meixler Investment Management Ltd. raised its holdings in shares of Bruker by 4.3% in the third quarter. Meixler Investment Management Ltd. now owns 12,983 shares of the medical research company’s stock valued at $422,000 after acquiring an additional 530 shares in the last quarter. Finally, Old West Investment Management LLC boosted its stake in shares of Bruker by 144.2% during the third quarter. Old West Investment Management LLC now owns 573,462 shares of the medical research company’s stock valued at $18,632,000 after purchasing an additional 338,618 shares in the last quarter. 79.52% of the stock is owned by institutional investors.

Bruker Stock Performance

NASDAQ:BRKR opened at $36.51 on Monday. The company’s 50-day moving average is $46.92 and its two-hundred day moving average is $40.48. The company has a debt-to-equity ratio of 0.75, a current ratio of 1.73 and a quick ratio of 0.87. The firm has a market capitalization of $5.55 billion, a price-to-earnings ratio of -243.40, a PEG ratio of 4.78 and a beta of 1.19. Bruker Corporation has a 1-year low of $28.53 and a 1-year high of $56.22.

Bruker (NASDAQ:BRKR) last announced its quarterly earnings results on Thursday, February 12th. The medical research company reported $0.59 EPS for the quarter, missing the consensus estimate of $0.65 by ($0.06). Bruker had a negative net margin of 0.25% and a positive return on equity of 13.56%. The business had revenue of $977.20 million during the quarter, compared to analyst estimates of $964.61 million. During the same period last year, the company earned $0.76 EPS. The business’s revenue for the quarter was down .2% on a year-over-year basis. Bruker has set its FY 2026 guidance at 2.100-2.150 EPS. Analysts forecast that Bruker Corporation will post 2.69 EPS for the current year.

Analysts Set New Price Targets

BRKR has been the subject of a number of recent research reports. The Goldman Sachs Group reduced their target price on shares of Bruker from $40.00 to $35.00 and set a “sell” rating for the company in a report on Friday. TD Cowen cut their price objective on Bruker from $53.00 to $43.00 and set a “hold” rating on the stock in a report on Friday. Wolfe Research raised shares of Bruker from a “peer perform” rating to an “outperform” rating and set a $60.00 price target on the stock in a report on Wednesday, December 10th. Jefferies Financial Group set a $50.00 target price on shares of Bruker in a research note on Thursday. Finally, Wells Fargo & Company upped their target price on Bruker from $48.00 to $55.00 and gave the stock an “overweight” rating in a research note on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $50.38.

Bruker News Summary

Here are the key news stories impacting Bruker this week:

• Positive Sentiment: Q4 revenue beat and conservative upside in full‑year revenue guidance — Bruker reported Q4 revenue of $977.2M, above consensus, and issued FY2026 revenue guidance of about $3.6B (above street revenue consensus), which supports top‑line growth expectations. Bruker Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Strategic partnership in India to expand spatial biology presence — Bruker partnered with Premas Life Sciences to strengthen tissue research capabilities in India, which could support regional growth and recurring consumable/service revenue. Premas Life Sciences Partners with Bruker Spatial Biology
• Neutral Sentiment: Company released earnings presentation and slide deck — management’s slides and call are available for detail on segments and margin outlook; useful for judging whether revenue guidance is sustainable. Earnings Call Presentation
• Neutral Sentiment: Short‑interest data reported but appears anomalous — filings in mid‑February show zero shares/NaN changes (likely data/reporting noise), so don’t read meaningfully into a short squeeze risk from these entries.
• Negative Sentiment: EPS missed expectations and earnings declined year‑over‑year — Q4 EPS was $0.59 vs. consensus ~$0.65 and vs. $0.76 a year ago, highlighting near‑term margin pressure. Q4 Earnings Miss
• Negative Sentiment: Analysts trimmed forecasts and price targets after the print — multiple analysts lowered estimates and TD Cowen cut its price target from $53 to $43 and moved to a “hold,” which likely pressured the stock. These Analysts Cut Their Forecasts On Bruker TD Cowen note (summary)

Insider Transactions at Bruker

In other news, VP Mark Munch sold 2,000 shares of Bruker stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $49.20, for a total value of $98,400.00. Following the completion of the sale, the vice president directly owned 128,443 shares of the company’s stock, valued at approximately $6,319,395.60. The trade was a 1.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 27.30% of the stock is currently owned by insiders.

About Bruker

Bruker Corporation, founded in 1960 by physicist Günther Laukien and headquartered in Billerica, Massachusetts, is a leading developer and manufacturer of high-performance scientific instruments and analytical solutions. The company designs systems that enable molecular and materials research across academic, governmental, and industrial laboratories.

Bruker’s product portfolio encompasses nuclear magnetic resonance (NMR) spectrometers for molecular structure and dynamics studies, mass spectrometry platforms for proteomics and metabolomics, X-ray diffraction and scattering instruments for crystallography and materials characterization, atomic force and scanning probe microscopes for nanoscale surface analysis, as well as preclinical imaging systems such as micro-CT and MRI scanners.

In addition to hardware, Bruker provides software suites, applications support, training services, and long-term maintenance agreements to ensure optimal instrument performance.