Repligen Corporation $RGEN Shares Sold by Blue Whale Capital LLP

Blue Whale Capital LLP reduced its position in Repligen Corporation (NASDAQ:RGEN) by 15.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 243,101 shares of the biotechnology company’s stock after selling 44,585 shares during the period. Repligen makes up approximately 1.8% of Blue Whale Capital LLP’s holdings, making the stock its 19th largest holding. Blue Whale Capital LLP owned approximately 0.43% of Repligen worth $32,495,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of RGEN. Wealth Enhancement Advisory Services LLC increased its position in Repligen by 1.9% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 4,001 shares of the biotechnology company’s stock worth $584,000 after purchasing an additional 75 shares in the last quarter. Hilltop National Bank lifted its position in Repligen by 8.0% during the third quarter. Hilltop National Bank now owns 1,276 shares of the biotechnology company’s stock valued at $171,000 after buying an additional 95 shares in the last quarter. ProShare Advisors LLC grew its stake in Repligen by 4.3% during the second quarter. ProShare Advisors LLC now owns 2,316 shares of the biotechnology company’s stock worth $288,000 after buying an additional 96 shares during the period. UMB Bank n.a. increased its position in shares of Repligen by 17.0% in the third quarter. UMB Bank n.a. now owns 666 shares of the biotechnology company’s stock worth $89,000 after acquiring an additional 97 shares in the last quarter. Finally, Northwestern Mutual Investment Management Company LLC increased its position in shares of Repligen by 1.0% in the third quarter. Northwestern Mutual Investment Management Company LLC now owns 11,787 shares of the biotechnology company’s stock worth $1,576,000 after acquiring an additional 121 shares in the last quarter. Hedge funds and other institutional investors own 97.64% of the company’s stock.

Repligen Price Performance

RGEN opened at $121.79 on Wednesday. Repligen Corporation has a twelve month low of $102.96 and a twelve month high of $175.77. The firm has a market cap of $6.86 billion, a price-to-earnings ratio of 143.28, a PEG ratio of 2.49 and a beta of 1.14. The company has a current ratio of 8.37, a quick ratio of 7.12 and a debt-to-equity ratio of 0.26. The company has a fifty day simple moving average of $148.33 and a 200 day simple moving average of $147.14.

Repligen (NASDAQ:RGEN) last issued its quarterly earnings data on Tuesday, February 24th. The biotechnology company reported $0.49 EPS for the quarter, topping analysts’ consensus estimates of $0.44 by $0.05. The firm had revenue of $197.91 million for the quarter, compared to analyst estimates of $192.23 million. Repligen had a net margin of 6.62% and a return on equity of 4.71%. The firm’s revenue was up 18.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.44 EPS. Repligen has set its FY 2026 guidance at 1.930-2.010 EPS. Equities research analysts expect that Repligen Corporation will post 1.72 EPS for the current fiscal year.

Insider Activity at Repligen

In related news, Director Karen A. Dawes sold 275 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $161.00, for a total value of $44,275.00. Following the transaction, the director owned 91,821 shares in the company, valued at approximately $14,783,181. The trade was a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 1.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on RGEN. Weiss Ratings lowered shares of Repligen from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, March 3rd. Wells Fargo & Company lowered their price target on Repligen from $190.00 to $180.00 and set an “overweight” rating for the company in a report on Wednesday, February 25th. UBS Group cut their price objective on Repligen from $200.00 to $195.00 and set a “buy” rating on the stock in a research report on Wednesday, February 25th. Barclays reduced their price objective on Repligen from $200.00 to $175.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 25th. Finally, Wall Street Zen lowered Repligen from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Repligen has a consensus rating of “Moderate Buy” and a consensus target price of $174.58.

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.