SG Americas Securities LLC Acquires 603,106 Shares of Embecta Corp. $EMBC

SG Americas Securities LLC raised its holdings in shares of Embecta Corp. (NASDAQ:EMBC) by 138.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,038,948 shares of the company’s stock after purchasing an additional 603,106 shares during the quarter. SG Americas Securities LLC’s holdings in Embecta were worth $9,184,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in EMBC. River Road Asset Management LLC raised its position in shares of Embecta by 5.3% in the fourth quarter. River Road Asset Management LLC now owns 3,416,401 shares of the company’s stock valued at $40,587,000 after purchasing an additional 171,194 shares during the period. State Street Corp grew its stake in Embecta by 1.4% in the 4th quarter. State Street Corp now owns 2,360,626 shares of the company’s stock valued at $28,044,000 after buying an additional 31,796 shares during the last quarter. Jefferies Financial Group Inc. grew its stake in Embecta by 24.9% in the 4th quarter. Jefferies Financial Group Inc. now owns 2,354,971 shares of the company’s stock valued at $27,977,000 after buying an additional 470,096 shares during the last quarter. Yacktman Asset Management LP raised its holdings in Embecta by 3.2% in the 4th quarter. Yacktman Asset Management LP now owns 2,262,915 shares of the company’s stock valued at $26,883,000 after acquiring an additional 71,209 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its holdings in Embecta by 13.4% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 1,233,869 shares of the company’s stock valued at $14,658,000 after acquiring an additional 146,213 shares during the period. 93.83% of the stock is owned by institutional investors.

Key Headlines Impacting Embecta

Here are the key news stories impacting Embecta this week:

• Neutral Sentiment: Multiple law firms issued class action notices and lead-plaintiff deadline reminders for Embecta investors, keeping the stock in the news and drawing attention to the pending securities litigation. Article: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Embecta Corp. and Encourages Investors to Contact the Firm
• Neutral Sentiment: The lawsuits allege Embecta violated federal securities laws by concealing competitive threats and overstating the strength of its product category during the class period from November 25, 2025 through May 4, 2026. Article: Embecta Corp. (EMBC) Faces Securities Class Action for Allegedly Concealing Competitive Threats to Pen Needle Business — HBSS
• Negative Sentiment: The legal actions highlight a prior stock plunge tied to Embecta’s disappointing Q2 2026 earnings and allegations that management’s earlier narrative conflicted with the results, reinforcing concerns about growth and execution. Article: EMBC Fraud Alert: Embecta Investors Sue for Recovery in Securities Fraud Class Action after 57% Stock Drop – Investors Notified to Contact BFA Law

Analyst Ratings Changes

A number of brokerages have recently issued reports on EMBC. Weiss Ratings cut Embecta from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, May 6th. BTIG Research lowered Embecta from a “buy” rating to a “neutral” rating in a research note on Tuesday, May 5th. Bank of America dropped their price target on Embecta from $11.00 to $3.00 and set an “underperform” rating for the company in a report on Monday, May 18th. Mizuho reduced their price target on Embecta from $12.00 to $5.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. Finally, Zacks Research lowered Embecta from a “hold” rating to a “strong sell” rating in a report on Friday, May 8th. Two investment analysts have rated the stock with a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, Embecta has a consensus rating of “Strong Sell” and an average price target of $11.00.

Embecta Stock Up 12.0%

NASDAQ EMBC opened at $3.48 on Friday. The company has a market capitalization of $206.65 million, a P/E ratio of 1.83 and a beta of 0.83. Embecta Corp. has a 12-month low of $2.77 and a 12-month high of $15.55. The firm has a 50-day moving average price of $4.58 and a two-hundred day moving average price of $8.47.

Embecta (NASDAQ:EMBC) last announced its earnings results on Tuesday, May 5th. The company reported $0.27 EPS for the quarter, missing the consensus estimate of $0.42 by ($0.15). Embecta had a negative return on equity of 23.96% and a net margin of 10.73%.The business had revenue of $221.80 million for the quarter, compared to the consensus estimate of $235.67 million. During the same period in the prior year, the business posted $0.70 earnings per share. The firm’s revenue for the quarter was down 14.4% compared to the same quarter last year. Embecta has set its FY 2026 guidance at 1.550-1.75 EPS. Equities analysts expect that Embecta Corp. will post 1.62 EPS for the current year.

Embecta Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Thursday, May 28th were given a dividend of $0.01 per share. The ex-dividend date of this dividend was Thursday, May 28th. This represents a $0.04 dividend on an annualized basis and a yield of 1.1%. Embecta’s dividend payout ratio is currently 2.11%.

About Embecta

Embecta Corp (NASDAQ: EMBC) is a pure-play diabetes care company that was spun off from Becton, Dickinson and Company on July 1, 2021. Headquartered in Franklin Lakes, New Jersey, Embecta focuses exclusively on the development, manufacturing and commercialization of products that enable insulin delivery and blood glucose monitoring for people with diabetes.

The company’s product portfolio includes insulin infusion sets, durable and patch pumps, pen needles, infusion tubing, blood glucose test strips, lancets and lancing devices.