Repligen Corporation $RGEN Shares Bought by Thornburg Investment Management Inc.

Thornburg Investment Management Inc. increased its stake in shares of Repligen Corporation (NASDAQ:RGEN) by 49.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 43,887 shares of the biotechnology company’s stock after purchasing an additional 14,486 shares during the period. Thornburg Investment Management Inc.’s holdings in Repligen were worth $5,988,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Measured Wealth Private Client Group LLC acquired a new position in shares of Repligen in the third quarter worth $29,000. Los Angeles Capital Management LLC purchased a new stake in Repligen during the 4th quarter worth about $36,000. Northwestern Mutual Wealth Management Co. purchased a new stake in Repligen during the 2nd quarter worth about $52,000. Farther Finance Advisors LLC raised its stake in Repligen by 61.8% in the 4th quarter. Farther Finance Advisors LLC now owns 335 shares of the biotechnology company’s stock valued at $55,000 after purchasing an additional 128 shares during the last quarter. Finally, Itau Unibanco Holding S.A. lifted its holdings in Repligen by 38.0% in the 4th quarter. Itau Unibanco Holding S.A. now owns 378 shares of the biotechnology company’s stock valued at $62,000 after purchasing an additional 104 shares in the last quarter. Institutional investors and hedge funds own 97.64% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Jason K. Garland sold 733 shares of the firm’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $145.00, for a total transaction of $106,285.00. Following the completion of the sale, the chief financial officer directly owned 19,359 shares of the company’s stock, valued at approximately $2,807,055. This trade represents a 3.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.60% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the stock. Evercore reissued an “outperform” rating and issued a $160.00 price objective on shares of Repligen in a research report on Monday, July 6th. HSBC lowered their target price on shares of Repligen from $170.00 to $150.00 and set a “buy” rating for the company in a research note on Wednesday, June 3rd. JPMorgan Chase & Co. boosted their price target on Repligen from $165.00 to $175.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Weiss Ratings raised Repligen from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, August 13th. Finally, Benchmark upgraded Repligen from a “hold” rating to a “buy” rating and set a $185.00 price objective on the stock in a report on Tuesday, July 7th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Repligen currently has a consensus rating of “Buy” and a consensus price target of $166.43.

Repligen Stock Performance

Shares of RGEN stock opened at $176.27 on Friday. The company’s fifty day simple moving average is $151.99 and its 200-day simple moving average is $133.09. Repligen Corporation has a 52 week low of $100.99 and a 52 week high of $188.73. The company has a current ratio of 9.05, a quick ratio of 7.64 and a debt-to-equity ratio of 0.26. The company has a market cap of $9.95 billion, a PE ratio of 241.47, a P/E/G ratio of 3.22 and a beta of 1.03.

Repligen (NASDAQ:RGEN) last issued its quarterly earnings data on Tuesday, July 28th. The biotechnology company reported $0.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.45 by $0.09. The company had revenue of $204.13 million during the quarter, compared to the consensus estimate of $201.59 million. Repligen had a net margin of 5.29% and a return on equity of 5.30%. Repligen’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter last year, the company earned $0.26 earnings per share. Repligen has set its FY 2026 guidance at 2.030-2.090 EPS. As a group, equities research analysts anticipate that Repligen Corporation will post 2.06 EPS for the current year.

About Repligen

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.