Foguth Wealth Management LLC. Takes $1.95 Million Position in Waters Corporation $WAT

Foguth Wealth Management LLC. bought a new stake in shares of Waters Corporation (NYSE:WAT) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 5,114 shares of the medical instruments supplier’s stock, valued at approximately $1,953,000.

A number of other hedge funds have also recently bought and sold shares of WAT. Brighton Jones LLC grew its stake in shares of Waters by 112.9% in the 4th quarter. Brighton Jones LLC now owns 1,269 shares of the medical instruments supplier’s stock worth $471,000 after purchasing an additional 673 shares during the last quarter. Integrated Wealth Concepts LLC lifted its stake in Waters by 2.9% during the first quarter. Integrated Wealth Concepts LLC now owns 1,048 shares of the medical instruments supplier’s stock valued at $386,000 after purchasing an additional 30 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in Waters by 3.6% during the first quarter. Goldman Sachs Group Inc. now owns 200,051 shares of the medical instruments supplier’s stock worth $73,733,000 after buying an additional 6,976 shares in the last quarter. Empowered Funds LLC boosted its holdings in Waters by 16.6% during the first quarter. Empowered Funds LLC now owns 1,126 shares of the medical instruments supplier’s stock worth $415,000 after buying an additional 160 shares in the last quarter. Finally, Sivia Capital Partners LLC acquired a new position in Waters in the second quarter worth approximately $232,000. 94.01% of the stock is owned by institutional investors and hedge funds.

Waters Price Performance

Shares of WAT opened at $300.27 on Friday. The business’s 50-day moving average is $344.49 and its 200-day moving average is $350.75. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.73 and a quick ratio of 1.27. The company has a market capitalization of $29.46 billion, a price-to-earnings ratio of 27.88, a P/E/G ratio of 2.03 and a beta of 1.20. Waters Corporation has a fifty-two week low of $275.05 and a fifty-two week high of $414.15.

Waters (NYSE:WAT) last released its earnings results on Monday, February 9th. The medical instruments supplier reported $4.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.50 by $0.03. Waters had a net margin of 20.30% and a return on equity of 34.79%. The company had revenue of $932.36 million during the quarter, compared to the consensus estimate of $928.17 million. During the same quarter in the prior year, the firm earned $4.10 EPS. The company’s revenue was up 6.9% compared to the same quarter last year. Waters has set its FY 2026 guidance at 14.300-14.500 EPS and its Q1 2026 guidance at 2.250-2.350 EPS. Equities research analysts expect that Waters Corporation will post 12.86 EPS for the current fiscal year.

Wall Street Analyst Weigh In

WAT has been the subject of a number of recent research reports. Morgan Stanley cut their price objective on Waters from $423.00 to $350.00 and set an “equal weight” rating for the company in a research report on Sunday, February 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Waters in a research report on Wednesday, January 21st. Wall Street Zen downgraded Waters from a “buy” rating to a “hold” rating in a report on Sunday, February 8th. Barclays started coverage on Waters in a research report on Tuesday, February 10th. They issued an “overweight” rating and a $400.00 price target for the company. Finally, William Blair began coverage on Waters in a report on Monday, January 5th. They set an “outperform” rating on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $393.84.

Insider Activity

In other news, Director Wei Jiang purchased 500 shares of Waters stock in a transaction dated Monday, March 16th. The stock was acquired at an average cost of $289.46 per share, for a total transaction of $144,730.00. Following the acquisition, the director directly owned 3,441 shares in the company, valued at $996,031.86. This represents a 17.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.63% of the stock is currently owned by corporate insiders.

More Waters News

Here are the key news stories impacting Waters this week:

• Positive Sentiment: Director Wei Jiang bought 500 shares (~$289.46 avg), increasing his stake ~17% — a direct insider purchase that investors often interpret as management confidence in the company’s near-term outlook. Insider Buying: Waters Director Acquires 500 Shares
• Positive Sentiment: Recent results and guidance remain supportive: Waters beat Q4 estimates and provided FY2026 EPS guidance in the $14.30–$14.50 range, which underpins analyst buy-side interest and helps explain upward price pressure. (Earnings/guidance were reported in February and remain the backdrop for today’s trade.)
• Neutral Sentiment: Coverage note — WAT has underperformed the Dow over the past year, but analysts remain moderately bullish, producing mixed longer-term sentiment even as near-term indicators look constructive. Is Waters Corporation Stock Underperforming the Dow?
• Negative Sentiment: Waters priced a large $3.5 billion senior notes offering via its Augusta SpinCo subsidiary across 2027–2036 maturities — the size of the debt raise may raise short-term concerns about leverage, interest expense and capital allocation until use of proceeds is clearer. Waters Prices Offering of Senior Notes

Waters Company Profile

Waters Corporation is a global provider of analytical instruments, software and services for laboratory and research applications. The company designs, manufactures and sells technologies centered on liquid chromatography, mass spectrometry, separation science, and related sample preparation and detection systems. Its product portfolio includes chromatographs, mass spectrometers, columns and consumables, laboratory informatics and workflow software, as well as technical support and training services that help customers run and interpret complex analyses.

Waters serves a wide range of end markets that include pharmaceutical and biotechnology companies, contract research and testing laboratories, academic and government research institutions, clinical diagnostics, food and environmental testing, and industrial and chemical manufacturers.