Compass Capital Management Inc. Decreases Stock Position in Stryker Corporation $SYK

Compass Capital Management Inc. trimmed its position in shares of Stryker Corporation (NYSE:SYK) by 4.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 155,178 shares of the medical technology company’s stock after selling 7,085 shares during the period. Stryker makes up 3.0% of Compass Capital Management Inc.’s portfolio, making the stock its 20th biggest position. Compass Capital Management Inc.’s holdings in Stryker were worth $50,990,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. VanderPol Investments L.L.C. lifted its holdings in Stryker by 1.4% in the 4th quarter. VanderPol Investments L.L.C. now owns 2,084 shares of the medical technology company’s stock worth $732,000 after buying an additional 28 shares in the last quarter. KCM Investment Advisors LLC grew its stake in shares of Stryker by 1.5% during the fourth quarter. KCM Investment Advisors LLC now owns 1,857 shares of the medical technology company’s stock valued at $653,000 after acquiring an additional 28 shares in the last quarter. Rossby Financial LCC grew its stake in shares of Stryker by 6.6% during the fourth quarter. Rossby Financial LCC now owns 451 shares of the medical technology company’s stock valued at $159,000 after acquiring an additional 28 shares in the last quarter. Tcfg Wealth Management LLC increased its position in shares of Stryker by 2.7% during the third quarter. Tcfg Wealth Management LLC now owns 1,091 shares of the medical technology company’s stock worth $403,000 after acquiring an additional 29 shares during the last quarter. Finally, Mechanics Financial Corp increased its position in shares of Stryker by 1.2% during the fourth quarter. Mechanics Financial Corp now owns 2,458 shares of the medical technology company’s stock worth $864,000 after acquiring an additional 30 shares during the last quarter. Hedge funds and other institutional investors own 77.09% of the company’s stock.

Insider Activity at Stryker

In related news, Director Ronda E. Stryker sold 310,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $312.23, for a total transaction of $96,791,300.00. Following the sale, the director directly owned 1,924,880 shares of the company’s stock, valued at approximately $601,005,282.40. This represents a 13.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Robert S. Fletcher sold 4,544 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $306.87, for a total value of $1,394,417.28. Following the transaction, the vice president owned 10,582 shares in the company, valued at $3,247,298.34. This trade represents a 30.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 323,264 shares of company stock valued at $100,659,489. Corporate insiders own 4.60% of the company’s stock.

Trending Headlines about Stryker

Here are the key news stories impacting Stryker this week:

• Positive Sentiment: Stryker reported second-quarter revenue of $6.59 billion, up 9.4% year over year, while adjusted EPS of $3.69 exceeded consensus estimates. Organic sales growth reached 9%, supported by strong demand for orthopedic, spinal and other medical devices. Stryker beats quarterly estimates on strong demand for medical devices
• Positive Sentiment: Management said it has regained momentum following the cyber disruption and resumed share repurchases. Its full-year guidance calls for 8.3% to 9.3% organic sales growth and adjusted EPS of $14.95 to $15.10. Stryker expects 2026 organic sales growth and adjusted EPS
• Positive Sentiment: JPMorgan maintained an “overweight” rating, although it reduced its price target to $350. Truist raised its target to $340 while retaining a “hold” rating, and BTIG continues to rate the shares “buy.”
• Neutral Sentiment: The updated guidance was narrower but remained broadly close to prior expectations and analyst forecasts. This suggests operational stability, but not a major upside revision that could drive a stronger investor reaction.
• Neutral Sentiment: Analyst opinion remains generally constructive, with no recent sell ratings cited and a six-month median price target of $385, though target reductions indicate some caution regarding valuation or near-term upside.
• Negative Sentiment: The main pressure on SYK appears to be an expectations reset: despite the earnings beat, investors had anticipated a more substantial increase to full-year guidance after the cyberattack recovery. SYK falls despite Q2 earnings beat
• Negative Sentiment: Reported insider activity has been heavily weighted toward selling, with no purchases and substantial sales over the past six months. This may add to investor concerns about valuation and management confidence, although the trades do not necessarily reflect current operating performance.

Stryker Stock Performance

Shares of SYK stock opened at $326.41 on Friday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.25 and a current ratio of 2.11. Stryker Corporation has a one year low of $281.00 and a one year high of $401.99. The company’s 50-day simple moving average is $317.28 and its 200-day simple moving average is $334.92. The stock has a market capitalization of $125.13 billion, a price-to-earnings ratio of 33.82, a PEG ratio of 2.23 and a beta of 0.77.

Stryker (NYSE:SYK) last posted its quarterly earnings results on Thursday, July 30th. The medical technology company reported $3.69 EPS for the quarter, topping analysts’ consensus estimates of $3.49 by $0.20. Stryker had a return on equity of 24.06% and a net margin of 14.43%.The business had revenue of $6.59 billion during the quarter, compared to the consensus estimate of $6.58 billion. During the same period last year, the firm earned $3.13 earnings per share. The company’s revenue for the quarter was up 9.4% compared to the same quarter last year. Stryker has set its FY 2026 guidance at 14.950-15.100 EPS. Equities analysts anticipate that Stryker Corporation will post 14.99 earnings per share for the current fiscal year.

Stryker Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Tuesday, June 30th were issued a $0.88 dividend. This represents a $3.52 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Tuesday, June 30th. Stryker’s payout ratio is 40.74%.

Analyst Ratings Changes

A number of brokerages recently commented on SYK. Wall Street Zen downgraded Stryker from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Barclays dropped their price objective on Stryker from $469.00 to $394.00 and set an “overweight” rating on the stock in a report on Monday, May 4th. Needham & Company LLC cut their target price on Stryker from $454.00 to $418.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. JPMorgan Chase & Co. reduced their target price on Stryker from $400.00 to $350.00 and set an “overweight” rating for the company in a research note on Friday. Finally, Canaccord Genuity Group decreased their price target on shares of Stryker from $435.00 to $400.00 and set a “buy” rating for the company in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $387.88.

Stryker Company Profile

Stryker Corporation is a global medical technology company that designs, manufactures and markets a broad range of products and services for use in hospitals, surgeons’ offices and other healthcare facilities. Its primary business activities span orthopedics (including joint replacement implants, trauma and extremities products), surgical equipment and operating room technologies (such as visualization, navigation and powered instruments), neurotechnology and spine solutions, and patient-handling and emergency medical equipment.