LSV Asset Management Sells 154,920 Shares of Organon & Co. $OGN

LSV Asset Management lowered its holdings in Organon & Co. (NYSE:OGN) by 1.9% in the third quarter, Holdings Channel reports. The firm owned 7,834,540 shares of the company’s stock after selling 154,920 shares during the quarter. LSV Asset Management’s holdings in Organon & Co. were worth $83,673,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Hantz Financial Services Inc. grew its stake in shares of Organon & Co. by 293.8% in the second quarter. Hantz Financial Services Inc. now owns 2,674 shares of the company’s stock valued at $26,000 after buying an additional 1,995 shares in the last quarter. SouthState Corp raised its position in Organon & Co. by 1,857.0% during the second quarter. SouthState Corp now owns 3,914 shares of the company’s stock worth $38,000 after acquiring an additional 3,714 shares in the last quarter. Allworth Financial LP lifted its stake in Organon & Co. by 65.9% in the second quarter. Allworth Financial LP now owns 4,501 shares of the company’s stock valued at $44,000 after acquiring an additional 1,788 shares during the last quarter. Smartleaf Asset Management LLC grew its position in shares of Organon & Co. by 70.2% in the 3rd quarter. Smartleaf Asset Management LLC now owns 5,113 shares of the company’s stock valued at $53,000 after acquiring an additional 2,109 shares during the period. Finally, GAMMA Investing LLC grew its position in shares of Organon & Co. by 22.4% in the 3rd quarter. GAMMA Investing LLC now owns 6,910 shares of the company’s stock valued at $74,000 after acquiring an additional 1,265 shares during the period. Institutional investors and hedge funds own 77.43% of the company’s stock.

Key Organon & Co. News

Here are the key news stories impacting Organon & Co. this week:

• Positive Sentiment: Management issued FY‑2026 revenue guidance of roughly $6.2 billion, slightly above consensus — a sign the company sees top‑line stability next year. Organon Reports Results for the Fourth Quarter and Full Year Ended December 31, 2025
• Neutral Sentiment: Company published the Q4 press release, slide deck and hosted the earnings call — provides transparency but did not change the market’s view after the misses. View Press Release / Slide Deck
• Negative Sentiment: Q4 EPS missed estimates: $0.63 vs. consensus ~$0.74, and revenue of $1.51B slightly below the ~$1.52B consensus; revenue declined ~5% YoY — the core catalyst for the sell‑off. Organon (OGN) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: Analysts/commentary highlight structural issues: established brands are in terminal decline, biosimilar growth is flat, and Women’s Health performance is underwhelming — raising doubts about sustainable growth. Organon Q4 Earnings Review: Poor Results Trigger Predictable Sell-Off
• Negative Sentiment: High leverage and capital constraints: the company faces roughly $8B of net debt and elevated interest costs; dividend was cut to $0.02/quarter last year, limiting shareholder returns and M&A flexibility. Organon Q4 Earnings Review: Poor Results Trigger Predictable Sell-Off
• Neutral Sentiment: Coverage pieces and transcripts are available for deeper review of management’s commentary and metric details if you want to re‑examine estimates and assumptions. Organon & Co. (OGN) Q4 2025 Earnings Call Transcript

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. JPMorgan Chase & Co. dropped their target price on shares of Organon & Co. from $14.00 to $12.00 and set an “underweight” rating on the stock in a report on Tuesday, November 11th. Wall Street Zen downgraded Organon & Co. from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Zacks Research lowered Organon & Co. from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 29th. Piper Sandler downgraded Organon & Co. from an “overweight” rating to an “underweight” rating and set a $5.00 target price for the company. in a research note on Monday, October 27th. Finally, Morgan Stanley decreased their target price on Organon & Co. from $10.00 to $9.00 and set an “equal weight” rating on the stock in a report on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Reduce” and a consensus price target of $8.38.

Organon & Co. Stock Down 7.9%

Organon & Co. stock opened at $7.08 on Friday. The company’s 50-day moving average price is $7.88 and its two-hundred day moving average price is $8.61. The company has a quick ratio of 1.20, a current ratio of 1.75 and a debt-to-equity ratio of 9.69. The stock has a market cap of $1.84 billion, a P/E ratio of 3.69, a P/E/G ratio of 1.66 and a beta of 0.58. Organon & Co. has a twelve month low of $6.18 and a twelve month high of $17.23.

Organon & Co. (NYSE:OGN) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.63 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.11). The firm had revenue of $1.51 billion for the quarter, compared to the consensus estimate of $1.52 billion. Organon & Co. had a return on equity of 143.47% and a net margin of 7.95%.The company’s revenue was down 5.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.90 EPS. As a group, analysts expect that Organon & Co. will post 3.68 EPS for the current year.

Organon & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Monday, February 23rd will be issued a $0.02 dividend. This represents a $0.08 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Monday, February 23rd. Organon & Co.’s dividend payout ratio is currently 4.17%.

Organon & Co. Profile

Organon & Co is a global healthcare company that was established as an independent, publicly traded entity following its spin-off from Merck & Co in June 2021. Headquartered in Jersey City, New Jersey, Organon focuses on delivering therapeutic solutions across women’s health, biosimilars, and established brands. The company’s creation reflected a strategic effort to concentrate on specialty pharmaceuticals and legacy products with proven patient impact.

In women’s health, Organon provides a broad portfolio of products addressing reproductive and gynecological conditions, including fertility treatments, contraception, and hormone replacement therapies.