West Pharmaceutical Services (NYSE:WST) Updates FY 2026 Earnings Guidance

West Pharmaceutical Services (NYSE:WST) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.850-8.200 for the period, compared to the consensus EPS estimate of 7.730. The company issued revenue guidance of $3.2 billion-$3.3 billion, compared to the consensus revenue estimate of $3.2 billion.

West Pharmaceutical Services Stock Performance

NYSE WST opened at $242.88 on Friday. The company has a quick ratio of 2.18, a current ratio of 2.87 and a debt-to-equity ratio of 0.07. West Pharmaceutical Services has a 12-month low of $187.43 and a 12-month high of $322.34. The firm has a 50-day moving average price of $261.55 and a two-hundred day moving average price of $261.60. The company has a market capitalization of $17.47 billion, a P/E ratio of 35.98, a P/E/G ratio of 3.35 and a beta of 1.18.

West Pharmaceutical Services (NYSE:WST) last issued its quarterly earnings results on Thursday, February 12th. The medical instruments supplier reported $2.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.83 by $0.21. West Pharmaceutical Services had a return on equity of 18.16% and a net margin of 16.29%.The business had revenue of $805.00 million for the quarter, compared to the consensus estimate of $795.70 million. During the same quarter in the prior year, the business posted $1.82 earnings per share. The firm’s quarterly revenue was up 7.5% compared to the same quarter last year. West Pharmaceutical Services has set its FY 2026 guidance at 7.850-8.200 EPS. Analysts anticipate that West Pharmaceutical Services will post 6.62 earnings per share for the current year.

West Pharmaceutical Services Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, February 4th. Investors of record on Wednesday, January 28th were given a dividend of $0.22 per share. The ex-dividend date of this dividend was Wednesday, January 28th. This represents a $0.88 annualized dividend and a yield of 0.4%. West Pharmaceutical Services’s dividend payout ratio is currently 13.04%.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. TD Cowen started coverage on shares of West Pharmaceutical Services in a research note on Wednesday, October 29th. They set a “buy” rating on the stock. Wall Street Zen raised shares of West Pharmaceutical Services from a “hold” rating to a “buy” rating in a research note on Saturday, December 20th. UBS Group upped their target price on West Pharmaceutical Services from $320.00 to $355.00 and gave the stock a “buy” rating in a research note on Friday, October 24th. Weiss Ratings reiterated a “hold (c)” rating on shares of West Pharmaceutical Services in a research report on Friday, January 9th. Finally, Morgan Stanley began coverage on shares of West Pharmaceutical Services in a report on Monday, December 1st. They issued an “equal weight” rating and a $285.00 target price for the company. Three equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $319.56.

West Pharmaceutical Services News Summary

Here are the key news stories impacting West Pharmaceutical Services this week:

• Positive Sentiment: Q4 results beat consensus — West reported $2.04 EPS vs. $1.83 expected and $805M in revenue versus ~$796M est., with revenue up ~7.5% year-over-year; investors view the beat as confirmation of healthy demand. WST Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: FY2026 guidance raised — Management set EPS guidance of $7.85–$8.20 (above consensus ~7.73) and revenue guidance roughly $3.2B–$3.3B, signaling continued margin expansion and sustained demand for drug-delivery components. West Pharma forecasts 2026 profit above estimates
• Positive Sentiment: Management targets 5%–7% organic revenue growth for 2026, driven by accelerating HVP demand (syringes, cartridges and proprietary components) — this underscores a structural growth story beyond GLP‑1 exposure. West targets 5%–7% organic revenue growth for 2026
• Positive Sentiment: Analyst support — TD Cowen (and others covered in media summaries) reiterated a Buy stance and maintains a $350 price target, providing third‑party validation for the upside narrative. Buy Rating on West
• Neutral Sentiment: SmartDose divestiture timing noted — management expects SmartDose sale by mid‑2026, which could simplify the business mix but is not an immediate earnings lever. SmartDose sale by mid-2026
• Neutral Sentiment: Earnings call and slide deck available — management commentary confirmed HVP-led growth and margin drivers; read the transcript/slide deck for execution details. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market commentary pieces note WST’s influence on sector/futures performance but offer limited new fundamental information. Is West a Pillar In S&P 500 Futures Performance
• Negative Sentiment: Relative performance caution — some reports note WST has underperformed peers on a recent basis despite the positive print, suggesting investors should watch execution and cadence risks. Stock underperforms competitors

Institutional Trading of West Pharmaceutical Services

Several institutional investors have recently modified their holdings of WST. CYBER HORNET ETFs LLC bought a new stake in shares of West Pharmaceutical Services in the 2nd quarter valued at about $25,000. Meeder Asset Management Inc. raised its holdings in West Pharmaceutical Services by 1,023.5% during the 4th quarter. Meeder Asset Management Inc. now owns 191 shares of the medical instruments supplier’s stock worth $53,000 after purchasing an additional 174 shares during the last quarter. MUFG Securities EMEA plc acquired a new position in shares of West Pharmaceutical Services in the 2nd quarter worth approximately $47,000. State of Wyoming acquired a new position in shares of West Pharmaceutical Services in the 2nd quarter worth approximately $49,000. Finally, Zions Bancorporation National Association UT boosted its stake in shares of West Pharmaceutical Services by 25.3% in the 4th quarter. Zions Bancorporation National Association UT now owns 312 shares of the medical instruments supplier’s stock valued at $86,000 after purchasing an additional 63 shares during the last quarter. Institutional investors own 93.90% of the company’s stock.

About West Pharmaceutical Services

West Pharmaceutical Services, Inc is a global developer and manufacturer of components, systems and services that enable the containment and delivery of injectable drugs. The company focuses on high-quality packaging and delivery solutions for the pharmaceutical and biotech industries, producing primary drug packaging components and specialized drug delivery devices used for vaccines, biologics and other injectable therapies. West is known for its elastomeric closures, seals and polymer components that maintain sterility and compatibility with sensitive drug formulations.

In addition to component manufacturing, West provides engineered delivery systems and support services across the product lifecycle.