Organon & Co. (NYSE:OGN) Releases Quarterly Earnings Results, Misses Expectations By $0.10 EPS

Organon & Co. (NYSE:OGN) posted its earnings results on Thursday. The company reported $0.63 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.73 by ($0.10), FiscalAI reports. The firm had revenue of $1.51 billion during the quarter, compared to analyst estimates of $1.52 billion. Organon & Co. had a net margin of 3.01% and a return on equity of 123.06%. The business’s quarterly revenue was down 5.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.90 earnings per share.

Here are the key takeaways from Organon & Co.’s conference call:

• Organon reported full-year 2025 revenue of $6.2 billion and adjusted EBITDA of $1.9 billion, and is guiding to roughly the same figures for 2026, implying flat year‑over‑year performance.
• Nexplanon faces persistent U.S. policy and channel headwinds and a near‑term volume drag from the switch to a 5‑year label (loss of reinsertions), with management expecting U.S. weakness to persist though ex‑US growth may offset it.
• Biosimilars were a bright spot — Hadlima grew 61% ex‑FX in 2025, Denosumab launched late in the year, and Organon expects biosimilars to deliver flat to modest growth with future launches (pertuzumab licensed for U.K. 2027, U.S. 2028).
• Management tightened capital allocation: lowered the dividend payout, sold the JADA System for ≈$390 million, achieved >$200 million in 2025 cost savings, retired ~$530 million of debt, and targets net leverage below 4x by year‑end 2026.

Organon & Co. Stock Up 4.6%

NYSE OGN opened at $7.38 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.20 and a debt-to-equity ratio of 9.69. The stock’s 50 day moving average is $7.89 and its two-hundred day moving average is $8.59. The company has a market capitalization of $1.92 billion, a price-to-earnings ratio of 10.40, a PEG ratio of 1.53 and a beta of 0.58. Organon & Co. has a 1-year low of $6.18 and a 1-year high of $16.50.

Organon & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Monday, February 23rd will be paid a dividend of $0.02 per share. The ex-dividend date is Monday, February 23rd. This represents a $0.08 dividend on an annualized basis and a yield of 1.1%. Organon & Co.’s dividend payout ratio (DPR) is currently 4.17%.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Piper Sandler lowered Organon & Co. from an “overweight” rating to an “underweight” rating and set a $5.00 target price on the stock. in a report on Monday, October 27th. Barclays assumed coverage on Organon & Co. in a research report on Tuesday, December 9th. They issued an “underweight” rating and a $7.50 price objective for the company. Morgan Stanley dropped their target price on shares of Organon & Co. from $10.00 to $9.00 and set an “equal weight” rating on the stock in a research report on Tuesday, November 11th. JPMorgan Chase & Co. cut their target price on shares of Organon & Co. from $14.00 to $12.00 and set an “underweight” rating for the company in a research note on Tuesday, November 11th. Finally, Wall Street Zen lowered shares of Organon & Co. from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, Organon & Co. has a consensus rating of “Reduce” and a consensus target price of $8.38.

Key Stories Impacting Organon & Co.

Here are the key news stories impacting Organon & Co. this week:

• Positive Sentiment: Management set FY2026 revenue guidance around $6.2B, modestly above Street consensus, which investors may interpret as a stabilizing signal for top-line expectations. Organon Reports Results for the Fourth Quarter and Full Year Ended December 31, 2025
• Positive Sentiment: Organon declared a quarterly cash dividend of $0.02 per share (ex-dividend Feb. 23; payable Mar. 12), providing a modest yield (~1.1%) that supports income-oriented holders and reduces downside for some investors.
• Neutral Sentiment: Company published its Q4 earnings release, slide deck and call transcript — useful for detailed modeling and for assessing management’s cadence on cost controls and product trends. View Press Release / Slide Deck
• Neutral Sentiment: Earnings-call coverage highlights that management balances near-term stability with rising execution and market risks — call notes and presentation provide nuance but don’t eliminate key unknowns. Organon Earnings Call Balances Stability With Rising Risks
• Negative Sentiment: Q4 results missed estimates: EPS $0.63 vs. consensus ~$0.73 and revenue ~$1.51B vs. ~$1.52B; revenue declined year-over-year — these misses drove weak near-term sentiment. Organon (OGN) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: Analyst commentary flagged structural headwinds — shrinking legacy brands, flat biosimilars and underperforming Women’s Health — plus heavy net debt (~$8B) that constrains buybacks/M&A and keeps interest expense elevated. Organon Q4 Earnings Review: Poor Results Trigger Predictable Sell-Off

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the stock. Integrated Wealth Concepts LLC boosted its stake in shares of Organon & Co. by 2.8% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 58,648 shares of the company’s stock valued at $626,000 after purchasing an additional 1,594 shares in the last quarter. Rafferty Asset Management LLC boosted its position in Organon & Co. by 8.5% in the second quarter. Rafferty Asset Management LLC now owns 23,578 shares of the company’s stock valued at $228,000 after buying an additional 1,847 shares in the last quarter. Bank of Nova Scotia boosted its position in Organon & Co. by 4.6% in the third quarter. Bank of Nova Scotia now owns 44,512 shares of the company’s stock valued at $475,000 after buying an additional 1,947 shares in the last quarter. Vise Technologies Inc. grew its stake in Organon & Co. by 10.2% during the third quarter. Vise Technologies Inc. now owns 25,377 shares of the company’s stock worth $271,000 after buying an additional 2,358 shares during the last quarter. Finally, Parallel Advisors LLC increased its holdings in shares of Organon & Co. by 23.2% during the third quarter. Parallel Advisors LLC now owns 16,014 shares of the company’s stock worth $171,000 after buying an additional 3,020 shares in the last quarter. 77.43% of the stock is currently owned by institutional investors and hedge funds.

About Organon & Co.

Organon & Co is a global healthcare company that was established as an independent, publicly traded entity following its spin-off from Merck & Co in June 2021. Headquartered in Jersey City, New Jersey, Organon focuses on delivering therapeutic solutions across women’s health, biosimilars, and established brands. The company’s creation reflected a strategic effort to concentrate on specialty pharmaceuticals and legacy products with proven patient impact.

In women’s health, Organon provides a broad portfolio of products addressing reproductive and gynecological conditions, including fertility treatments, contraception, and hormone replacement therapies.