Healthcare of Ontario Pension Plan Trust Fund Takes Position in Perimeter Solutions, SA $PRM

Healthcare of Ontario Pension Plan Trust Fund purchased a new position in shares of Perimeter Solutions, SA (NYSE:PRM) in the 1st quarter, Holdings Channel.com reports. The firm purchased 47,000 shares of the company’s stock, valued at approximately $1,148,000.

Several other hedge funds have also recently modified their holdings of PRM. Arax Advisory Partners grew its position in Perimeter Solutions by 122.8% in the 4th quarter. Arax Advisory Partners now owns 1,047 shares of the company’s stock valued at $29,000 after buying an additional 577 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its position in Perimeter Solutions by 51.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,143 shares of the company’s stock worth $31,000 after buying an additional 389 shares during the last quarter. Larson Financial Group LLC raised its position in Perimeter Solutions by 55.7% during the 4th quarter. Larson Financial Group LLC now owns 2,514 shares of the company’s stock worth $69,000 after buying an additional 899 shares during the last quarter. Rockefeller Capital Management L.P. lifted its stake in shares of Perimeter Solutions by 56.3% in the 4th quarter. Rockefeller Capital Management L.P. now owns 2,918 shares of the company’s stock worth $80,000 after acquiring an additional 1,051 shares during the period. Finally, EverSource Wealth Advisors LLC purchased a new stake in shares of Perimeter Solutions in the second quarter valued at about $42,000. 89.93% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Perimeter Solutions

In related news, CFO Kyle Sable sold 150,000 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $31.52, for a total value of $4,728,000.00. Following the sale, the chief financial officer owned 20,000 shares in the company, valued at $630,400. This represents a 88.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, major shareholder Windacre Partnership Llc sold 3,393,479 shares of the firm’s stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $34.66, for a total value of $117,617,982.14. Following the completion of the transaction, the insider directly owned 18,461,121 shares of the company’s stock, valued at $639,862,453.86. The trade was a 15.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 6,385,514 shares of company stock valued at $217,464,393. 13.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on PRM. CJS Securities initiated coverage on shares of Perimeter Solutions in a research note on Tuesday, June 9th. They set a “market outperform” rating and a $48.00 price target on the stock. Morgan Stanley raised their price objective on shares of Perimeter Solutions from $35.00 to $40.00 and gave the company an “overweight” rating in a research report on Monday, May 11th. JPMorgan Chase & Co. started coverage on Perimeter Solutions in a report on Thursday, July 9th. They issued an “overweight” rating and a $50.00 price objective on the stock. Zacks Research cut Perimeter Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Finally, UBS Group increased their target price on Perimeter Solutions from $30.00 to $34.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Four investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $43.00.

Key Headlines Impacting Perimeter Solutions

Here are the key news stories impacting Perimeter Solutions this week:

• Positive Sentiment: Perimeter Solutions reported second-quarter adjusted EBITDA of $105.6 million and adjusted net income of $59.6 million. Management said continued execution of its value drivers and recent acquisitions supported the results. Perimeter Solutions Reports Second Quarter 2026 Financial Results
• Positive Sentiment: The company acquired Monaco Enterprises, a provider of proprietary life-safety and emergency-management systems for U.S. government facilities. The deal expands Perimeter’s portfolio of mission-critical products and services and could provide another source of future growth. Perimeter Solutions Reports Second Quarter 2026 Financial Results
• Neutral Sentiment: During the earnings call, management discussed the quarter’s operating performance, value-driver initiatives and the impact of recent acquisitions. Investors will likely focus on whether these initiatives can sustain adjusted EBITDA growth and improve overall earnings. Perimeter Solutions Q2 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted earnings were $0.35 per diluted share, below the $0.43 analyst consensus and down from $0.39 a year earlier. Revenue of $213.81 million also missed the $216.89 million estimate, reinforcing concerns about near-term operating performance. Perimeter Solutions Lags Q2 Earnings and Revenue Estimates
• Negative Sentiment: The company recorded a $181.6 million net loss and a $1.11 loss per diluted share, contrasting with its positive adjusted results. The sizable GAAP loss may have amplified investor concerns about earnings quality and the company’s path to consistent profitability. Perimeter Solutions Reports Second Quarter 2026 Financial Results

Perimeter Solutions Stock Performance

Shares of PRM opened at $30.63 on Friday. The company has a 50-day simple moving average of $33.94 and a 200-day simple moving average of $29.34. The company has a quick ratio of 1.61, a current ratio of 3.09 and a debt-to-equity ratio of 1.01. The company has a market capitalization of $5.00 billion, a PE ratio of -13.74 and a beta of 1.90. Perimeter Solutions, SA has a 52-week low of $15.43 and a 52-week high of $38.17.

Perimeter Solutions (NYSE:PRM) last announced its quarterly earnings data on Friday, July 31st. The company reported $0.35 EPS for the quarter, missing the consensus estimate of $0.43 by ($0.08). The company had revenue of $213.81 million during the quarter, compared to analyst estimates of $216.89 million. Perimeter Solutions had a negative net margin of 26.93% and a positive return on equity of 18.29%. Equities research analysts predict that Perimeter Solutions, SA will post 1.66 earnings per share for the current fiscal year.

Perimeter Solutions Profile

Perimeter Solutions Ltd. (NYSE: PRM) is a global specialty chemicals company focused on delivering performance-driven solutions for the oil and gas, coatings, plastics, water treatment and packaging markets. Established as an independent publicly traded company in December 2019 following its spin-off from NewMarket Corporation, Perimeter Solutions has positioned itself as a leading provider of highly engineered chemical products designed to optimize upstream oil recovery, protect infrastructure and enhance the performance of industrial processes.

The company’s core product portfolio spans several key segments.