NZS Capital LLC Has $26.30 Million Stake in Repligen Corporation $RGEN

NZS Capital LLC grew its holdings in shares of Repligen Corporation (NASDAQ:RGEN) by 35.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 196,777 shares of the biotechnology company’s stock after purchasing an additional 51,483 shares during the period. NZS Capital LLC owned about 0.35% of Repligen worth $26,303,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the stock. Brown Capital Management LLC raised its holdings in Repligen by 16.3% in the 2nd quarter. Brown Capital Management LLC now owns 1,005,276 shares of the biotechnology company’s stock valued at $125,036,000 after acquiring an additional 141,241 shares in the last quarter. Stephens Investment Management Group LLC lifted its holdings in shares of Repligen by 14.4% during the 3rd quarter. Stephens Investment Management Group LLC now owns 598,356 shares of the biotechnology company’s stock worth $79,982,000 after acquiring an additional 75,509 shares during the period. Thrivent Financial for Lutherans boosted its position in shares of Repligen by 6.7% during the 3rd quarter. Thrivent Financial for Lutherans now owns 458,820 shares of the biotechnology company’s stock worth $61,331,000 after acquiring an additional 28,716 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its position in shares of Repligen by 3,219.3% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 413,425 shares of the biotechnology company’s stock worth $51,422,000 after acquiring an additional 400,970 shares in the last quarter. Finally, TimesSquare Capital Management LLC increased its stake in Repligen by 50.7% in the third quarter. TimesSquare Capital Management LLC now owns 362,129 shares of the biotechnology company’s stock valued at $48,406,000 after acquiring an additional 121,898 shares during the last quarter. 97.64% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Weiss Ratings raised Repligen from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, February 17th. KeyCorp restated an “overweight” rating on shares of Repligen in a research report on Wednesday, February 25th. Barclays dropped their price objective on shares of Repligen from $200.00 to $175.00 and set an “overweight” rating for the company in a report on Wednesday, February 25th. Wells Fargo & Company reduced their price objective on shares of Repligen from $190.00 to $180.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 25th. Finally, UBS Group decreased their price objective on Repligen from $200.00 to $195.00 and set a “buy” rating for the company in a report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $174.58.

Repligen Stock Down 1.5%

Shares of Repligen stock opened at $123.06 on Wednesday. The stock’s 50-day moving average is $152.50 and its 200 day moving average is $147.09. Repligen Corporation has a one year low of $102.96 and a one year high of $175.77. The firm has a market cap of $6.93 billion, a price-to-earnings ratio of 144.78, a PEG ratio of 2.43 and a beta of 1.14. The company has a debt-to-equity ratio of 0.26, a current ratio of 8.37 and a quick ratio of 7.12.

Repligen (NASDAQ:RGEN) last issued its quarterly earnings results on Tuesday, February 24th. The biotechnology company reported $0.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.44 by $0.05. The firm had revenue of $197.91 million for the quarter, compared to analyst estimates of $192.23 million. Repligen had a return on equity of 4.71% and a net margin of 6.62%.The company’s revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.44 earnings per share. Repligen has set its FY 2026 guidance at 1.930-2.010 EPS. Equities research analysts anticipate that Repligen Corporation will post 1.72 EPS for the current year.

Insider Transactions at Repligen

In other Repligen news, Director Karen A. Dawes sold 275 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $161.00, for a total value of $44,275.00. Following the completion of the sale, the director directly owned 91,821 shares in the company, valued at approximately $14,783,181. This trade represents a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.20% of the stock is currently owned by corporate insiders.

Repligen Company Profile

Repligen Corporation (NASDAQ:RGEN) is a life sciences company that develops and manufactures high-value consumable products for bioprocessing applications. Founded in 1981 and headquartered in Waltham, Massachusetts, the company specializes in technologies that support the development and production of biopharmaceuticals. Repligen’s offerings include chromatography resins, filtration membranes, single-use technologies and systems for downstream purification and upstream processing.

The company’s core product lines encompass Protein A affinity resins, designed for monoclonal antibody purification, and a portfolio of ion exchange, multimodal and hydrophobic interaction resins.