Repligen Corporation $RGEN Shares Acquired by Thornburg Investment Management Inc.

Thornburg Investment Management Inc. boosted its holdings in Repligen Corporation (NASDAQ:RGEN) by 49.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 43,887 shares of the biotechnology company’s stock after acquiring an additional 14,486 shares during the period. Thornburg Investment Management Inc. owned 0.08% of Repligen worth $5,988,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. NewEdge Wealth LLC raised its holdings in Repligen by 5.3% in the 4th quarter. NewEdge Wealth LLC now owns 1,492 shares of the biotechnology company’s stock valued at $244,000 after buying an additional 75 shares during the period. UMB Bank n.a. increased its holdings in Repligen by 13.8% in the 4th quarter. UMB Bank n.a. now owns 758 shares of the biotechnology company’s stock valued at $124,000 after purchasing an additional 92 shares during the last quarter. CANADA LIFE ASSURANCE Co raised its position in Repligen by 0.3% in the third quarter. CANADA LIFE ASSURANCE Co now owns 36,599 shares of the biotechnology company’s stock valued at $4,542,000 after purchasing an additional 100 shares during the period. Coldstream Capital Management Inc. raised its position in Repligen by 5.3% in the fourth quarter. Coldstream Capital Management Inc. now owns 1,992 shares of the biotechnology company’s stock valued at $326,000 after purchasing an additional 101 shares during the period. Finally, Itau Unibanco Holding S.A. lifted its stake in Repligen by 38.0% during the fourth quarter. Itau Unibanco Holding S.A. now owns 378 shares of the biotechnology company’s stock worth $62,000 after purchasing an additional 104 shares in the last quarter. 97.64% of the stock is currently owned by institutional investors and hedge funds.

Repligen Stock Down 3.2%

Shares of NASDAQ:RGEN opened at $176.27 on Friday. The firm has a 50 day simple moving average of $151.99 and a 200-day simple moving average of $133.09. Repligen Corporation has a twelve month low of $100.99 and a twelve month high of $188.73. The company has a current ratio of 9.05, a quick ratio of 7.64 and a debt-to-equity ratio of 0.26. The company has a market capitalization of $9.95 billion, a PE ratio of 241.47, a P/E/G ratio of 3.22 and a beta of 1.03.

Repligen (NASDAQ:RGEN) last issued its quarterly earnings data on Tuesday, July 28th. The biotechnology company reported $0.54 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.09. Repligen had a return on equity of 5.30% and a net margin of 5.29%.The company had revenue of $204.13 million during the quarter, compared to analysts’ expectations of $201.59 million. During the same quarter in the previous year, the business earned $0.26 earnings per share. The firm’s revenue for the quarter was up 11.9% on a year-over-year basis. Repligen has set its FY 2026 guidance at 2.030-2.090 EPS. On average, equities analysts predict that Repligen Corporation will post 2.06 EPS for the current fiscal year.

Insider Buying and Selling

In other Repligen news, CFO Jason K. Garland sold 733 shares of the company’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $145.00, for a total transaction of $106,285.00. Following the completion of the sale, the chief financial officer directly owned 19,359 shares of the company’s stock, valued at $2,807,055. This represents a 3.65% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.60% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on RGEN shares. Citigroup upgraded Repligen to a “buy” rating in a report on Tuesday, July 7th. Wells Fargo & Company boosted their price target on shares of Repligen from $180.00 to $185.00 and gave the stock an “overweight” rating in a research note on Thursday, July 30th. Weiss Ratings raised shares of Repligen from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, August 13th. JPMorgan Chase & Co. lifted their price objective on shares of Repligen from $165.00 to $175.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, Wolfe Research assumed coverage on shares of Repligen in a report on Tuesday, June 2nd. They issued an “outperform” rating and a $145.00 price objective for the company. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $166.43.

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.