Organon & Co. $OGN Stock Position Increased by Public Sector Pension Investment Board

Public Sector Pension Investment Board raised its position in shares of Organon & Co. (NYSE:OGN) by 14.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,013,991 shares of the company’s stock after purchasing an additional 127,773 shares during the period. Public Sector Pension Investment Board owned 0.39% of Organon & Co. worth $10,829,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of OGN. Versor Investments LP bought a new stake in shares of Organon & Co. during the third quarter valued at approximately $305,000. Smartleaf Asset Management LLC increased its position in Organon & Co. by 70.2% in the 3rd quarter. Smartleaf Asset Management LLC now owns 5,113 shares of the company’s stock valued at $53,000 after acquiring an additional 2,109 shares during the period. Poehling Capital Management INC. raised its stake in Organon & Co. by 57.7% during the 3rd quarter. Poehling Capital Management INC. now owns 317,748 shares of the company’s stock valued at $3,394,000 after acquiring an additional 116,289 shares in the last quarter. Savant Capital LLC boosted its position in Organon & Co. by 64.9% during the 3rd quarter. Savant Capital LLC now owns 37,495 shares of the company’s stock worth $400,000 after acquiring an additional 14,752 shares during the period. Finally, Hantz Financial Services Inc. boosted its position in Organon & Co. by 188.0% during the 3rd quarter. Hantz Financial Services Inc. now owns 7,702 shares of the company’s stock worth $82,000 after acquiring an additional 5,028 shares during the period. Institutional investors own 77.43% of the company’s stock.

More Organon & Co. News

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

Organon & Co. Stock Up 4.6%

NYSE OGN opened at $7.38 on Monday. Organon & Co. has a 12 month low of $6.18 and a 12 month high of $16.50. The company has a market capitalization of $1.92 billion, a P/E ratio of 10.40, a PEG ratio of 1.60 and a beta of 0.58. The company’s 50 day simple moving average is $7.89 and its 200 day simple moving average is $8.57. The company has a debt-to-equity ratio of 9.69, a current ratio of 1.75 and a quick ratio of 1.20.

Organon & Co. (NYSE:OGN) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.63 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.73 by ($0.10). The business had revenue of $1.51 billion during the quarter, compared to analyst estimates of $1.52 billion. Organon & Co. had a return on equity of 123.06% and a net margin of 3.01%.The company’s quarterly revenue was down 5.3% compared to the same quarter last year. During the same quarter last year, the firm posted $0.90 EPS. Equities research analysts expect that Organon & Co. will post 3.68 earnings per share for the current fiscal year.

Organon & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Monday, February 23rd will be given a dividend of $0.02 per share. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $0.08 dividend on an annualized basis and a dividend yield of 1.1%. Organon & Co.’s payout ratio is 11.27%.

Analysts Set New Price Targets

A number of research analysts have recently commented on OGN shares. Piper Sandler lowered Organon & Co. from an “overweight” rating to an “underweight” rating and set a $5.00 price target on the stock. in a report on Monday, October 27th. Morgan Stanley lowered 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 note on Tuesday, November 11th. Wall Street Zen lowered shares of Organon & Co. from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. Zacks Research cut shares of Organon & Co. from a “hold” rating to a “strong sell” rating in a report on Thursday, January 29th. Finally, Barclays initiated coverage on Organon & Co. in a report on Tuesday, December 9th. They set an “underweight” rating and a $7.50 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $8.38.

Organon & Co. 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.