Edgestream Partners L.P. Has $3.28 Million Stake in Avantor, Inc. $AVTR

Edgestream Partners L.P. increased its holdings in shares of Avantor, Inc. (NYSE:AVTR) by 21.8% in the first quarter, HoldingsChannel reports. The institutional investor owned 418,095 shares of the company’s stock after purchasing an additional 74,728 shares during the quarter. Edgestream Partners L.P.’s holdings in Avantor were worth $3,278,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. ADAR1 Capital Management LLC boosted its stake in Avantor by 14.3% in the first quarter. ADAR1 Capital Management LLC now owns 80,000 shares of the company’s stock valued at $627,000 after acquiring an additional 10,000 shares during the last quarter. Amundi grew its holdings in Avantor by 357.3% during the 1st quarter. Amundi now owns 531,575 shares of the company’s stock worth $4,168,000 after acquiring an additional 415,342 shares during the period. California State Teachers Retirement System raised its position in shares of Avantor by 22.6% during the 1st quarter. California State Teachers Retirement System now owns 785,799 shares of the company’s stock valued at $6,161,000 after acquiring an additional 145,045 shares during the last quarter. Engine Capital Management LP raised its position in shares of Avantor by 65.8% during the 1st quarter. Engine Capital Management LP now owns 19,780,830 shares of the company’s stock valued at $155,082,000 after acquiring an additional 7,853,018 shares during the last quarter. Finally, Maverick Capital Ltd. bought a new stake in shares of Avantor during the 1st quarter valued at $790,000. 95.08% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Avantor

In other Avantor news, Director Gregory T. Lucier acquired 10,000 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The shares were acquired at an average price of $8.32 per share, with a total value of $83,200.00. Following the purchase, the director owned 60,000 shares of the company’s stock, valued at $499,200. This represents a 20.00% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by corporate insiders.

Key Stories Impacting Avantor

Here are the key news stories impacting Avantor this week:

• Positive Sentiment: Avantor reported second-quarter adjusted EPS of $0.21, exceeding the $0.19 consensus estimate, while revenue of $1.69 billion also topped expectations. The return of organic growth at its VWR business helped support the improved results and outlook. Avantor Q2 Earnings Beat Estimates on VWR Growth, Guidance Raised
• Positive Sentiment: Management issued 2026 adjusted EPS guidance of $0.80 to $0.83 and is targeting adjusted net leverage below 3x, signaling confidence in earnings growth and balance-sheet improvement. Avantor outlines 2026 adjusted EPS and leverage targets
• Positive Sentiment: Analysts raised their price targets following the earnings report: Wells Fargo moved to $16 and maintained an overweight rating, Stifel raised its target to $15 with a hold rating, and Morgan Stanley increased its target to $14 with an equal-weight rating.
• Positive Sentiment: From a technical perspective, AVTR’s 50-day moving average has crossed above its 200-day moving average, forming a “golden cross.” This typically signals improving momentum and may attract technical traders. Avantor flashes golden cross signal
• Neutral Sentiment: Wolfe Research upgraded Avantor from “strong sell” to “hold,” reducing a major negative stance but stopping short of endorsing the shares as a buy.
• Negative Sentiment: Despite the earnings beat, revenue grew only 0.5% year over year, prior-year EPS was higher at $0.24, and the company continues to report a negative net margin. Several analyst ratings remain neutral, suggesting that much of the near-term recovery may already be reflected in the stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on AVTR. Sanford C. Bernstein initiated coverage on Avantor in a research report on Friday, June 26th. They issued a “market perform” rating and a $10.50 price target on the stock. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $13.00 price objective on shares of Avantor in a report on Thursday. Barclays increased their target price on Avantor from $7.00 to $8.00 and gave the company an “underweight” rating in a research note on Wednesday, June 24th. Stifel Nicolaus raised their target price on Avantor from $8.00 to $15.00 and gave the stock a “hold” rating in a report on Thursday. Finally, TD Cowen restated a “hold” rating on shares of Avantor in a report on Wednesday, July 15th. Two equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $12.00.

Avantor Stock Down 0.6%

Shares of NYSE:AVTR opened at $13.78 on Friday. The company has a 50 day moving average price of $10.26 and a two-hundred day moving average price of $9.45. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.17 and a current ratio of 1.78. The company has a market capitalization of $9.32 billion, a PE ratio of -16.41, a PEG ratio of 13.95 and a beta of 0.94. Avantor, Inc. has a 52 week low of $7.26 and a 52 week high of $15.93.

Avantor (NYSE:AVTR) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $0.21 earnings per share for the quarter, topping analysts’ consensus estimates of $0.19 by $0.02. Avantor had a negative net margin of 8.81% and a positive return on equity of 9.92%. The company had revenue of $1.69 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same period last year, the firm posted $0.24 earnings per share. The business’s quarterly revenue was up .5% compared to the same quarter last year. Avantor has set its FY 2026 guidance at 0.800-0.830 EPS. Analysts forecast that Avantor, Inc. will post 0.81 earnings per share for the current year.

Avantor Company Profile

Avantor, Inc (NYSE:AVTR) is a global provider of mission-critical products and services to customers in the biopharma, healthcare, education & government, and advanced technologies & applied materials industries. The company delivers essential solutions that support research, development, production and safety applications. Its product portfolio spans from high-purity chemicals and reagents to biologics and cell culture media, as well as lab equipment, consumables and custom manufacturing services.

Avantor’s offerings are organized across two primary segments.