Organon & Co. (NYSE:OGN) Announces Quarterly Earnings Results, Misses Estimates By $0.11 EPS

Organon & Co. (NYSE:OGN) released its earnings results on Thursday. The company reported $0.63 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.11), FiscalAI reports. The company had revenue of $1.51 billion for the quarter, compared to analysts’ expectations of $1.52 billion. Organon & Co. had a net margin of 7.95% and a return on equity of 143.47%. Organon & Co.’s revenue for the quarter was down 5.3% on a year-over-year basis. During the same quarter last year, the firm 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. Price Performance

Shares of Organon & Co. stock traded down $0.42 during trading on Thursday, reaching $7.27. 8,771,480 shares of the stock traded hands, compared to its average volume of 6,153,363. Organon & Co. has a 52-week low of $6.18 and a 52-week high of $17.23. The company has a debt-to-equity ratio of 9.69, a current ratio of 1.75 and a quick ratio of 1.20. The business has a fifty day simple moving average of $7.88 and a two-hundred day simple moving average of $8.62. The company has a market capitalization of $1.89 billion, a price-to-earnings ratio of 3.78, a P/E/G ratio of 1.67 and a beta of 0.58.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. Piper Sandler cut shares of Organon & Co. from an “overweight” rating to an “underweight” rating and set a $5.00 target price on the stock. in a research note on Monday, October 27th. Barclays began coverage on shares of Organon & Co. in a research report on Tuesday, December 9th. They set an “underweight” rating and a $7.50 price objective on the stock. JPMorgan Chase & Co. dropped their target price on shares of Organon & Co. from $14.00 to $12.00 and set an “underweight” rating for the company in a report on Tuesday, November 11th. Morgan Stanley cut their price target on Organon & Co. from $10.00 to $9.00 and set an “equal weight” rating for the company in a research note on Tuesday, November 11th. Finally, Wall Street Zen downgraded 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 issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus price target of $8.38.

Hedge Funds Weigh In On Organon & Co.

Several institutional investors have recently added to or reduced their stakes in the company. Brooklyn Investment Group grew its position in Organon & Co. by 345.3% in the third quarter. Brooklyn Investment Group now owns 18,547 shares of the company’s stock worth $198,000 after acquiring an additional 14,382 shares in the last quarter. United Capital Financial Advisors LLC purchased a new stake in Organon & Co. during the third quarter valued at approximately $175,000. Larson Financial Group LLC lifted its stake in shares of Organon & Co. by 110.9% in the 3rd quarter. Larson Financial Group LLC now owns 16,181 shares of the company’s stock valued at $173,000 after purchasing an additional 8,509 shares during the last quarter. Parallel Advisors LLC boosted its holdings in shares of Organon & Co. by 23.2% in the 3rd quarter. Parallel Advisors LLC now owns 16,014 shares of the company’s stock worth $171,000 after purchasing an additional 3,020 shares during the period. Finally, Humankind Investments LLC increased its position in shares of Organon & Co. by 50.8% during the 2nd quarter. Humankind Investments LLC now owns 17,060 shares of the company’s stock valued at $165,000 after purchasing an additional 5,748 shares during the last quarter. Hedge funds and other institutional investors own 77.43% of the company’s stock.

Organon & Co. Company Profile

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.