Two Seas Capital LP Buys 1,038,878 Shares of Sotera Health Company $SHC

Two Seas Capital LP grew its stake in Sotera Health Company (NASDAQ:SHC) by 30.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,412,106 shares of the company’s stock after purchasing an additional 1,038,878 shares during the quarter. Sotera Health makes up approximately 1.6% of Two Seas Capital LP’s holdings, making the stock its 7th biggest holding. Two Seas Capital LP owned about 1.55% of Sotera Health worth $77,830,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the business. Vanguard Group Inc. grew its position in shares of Sotera Health by 16.7% during the 4th quarter. Vanguard Group Inc. now owns 19,228,375 shares of the company’s stock valued at $339,189,000 after buying an additional 2,756,583 shares during the last quarter. Sculptor Capital LP grew its position in shares of Sotera Health by 27.2% during the 2nd quarter. Sculptor Capital LP now owns 11,500,000 shares of the company’s stock valued at $127,880,000 after buying an additional 2,462,489 shares during the last quarter. Dimensional Fund Advisors LP grew its position in shares of Sotera Health by 8.7% during the 3rd quarter. Dimensional Fund Advisors LP now owns 4,636,582 shares of the company’s stock valued at $72,934,000 after buying an additional 372,377 shares during the last quarter. Geode Capital Management LLC grew its position in shares of Sotera Health by 13.8% during the 4th quarter. Geode Capital Management LLC now owns 3,931,834 shares of the company’s stock valued at $69,372,000 after buying an additional 476,365 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of Sotera Health during the 4th quarter valued at about $45,278,000. Institutional investors own 91.03% of the company’s stock.

Insider Buying and Selling

In other Sotera Health news, Director Gtcr Investment Xi Llc sold 12,735,301 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $15.17, for a total value of $193,194,516.17. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 15.36% of the company’s stock.

Sotera Health Price Performance

NASDAQ SHC opened at $15.62 on Friday. Sotera Health Company has a 52 week low of $10.80 and a 52 week high of $19.85. The company has a current ratio of 2.82, a quick ratio of 2.54 and a debt-to-equity ratio of 3.56. The stock has a market cap of $4.45 billion, a price-to-earnings ratio of 38.10 and a beta of 1.79. The company has a 50-day moving average price of $15.37 and a two-hundred day moving average price of $16.36.

Sotera Health (NASDAQ:SHC) last posted its earnings results on Tuesday, May 5th. The company reported $0.18 EPS for the quarter, topping the consensus estimate of $0.17 by $0.01. Sotera Health had a net margin of 9.91% and a return on equity of 39.73%. The firm had revenue of $280.05 million during the quarter, compared to analysts’ expectations of $270.78 million. During the same quarter in the prior year, the firm earned $0.14 EPS. Sotera Health’s quarterly revenue was up 10.0% on a year-over-year basis. Sotera Health has set its FY 2026 guidance at 0.930-1.010 EPS. Analysts forecast that Sotera Health Company will post 0.86 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. Weiss Ratings downgraded shares of Sotera Health from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, May 21st. The Goldman Sachs Group assumed coverage on shares of Sotera Health in a research report on Friday. They set a “buy” rating and a $20.00 price objective for the company. Wall Street Zen downgraded shares of Sotera Health from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 11th. Barclays reduced their price target on shares of Sotera Health from $20.00 to $18.00 and set an “overweight” rating for the company in a report on Tuesday, April 14th. Finally, Piper Sandler reissued an “overweight” rating and set a $22.00 price target (down from $24.00) on shares of Sotera Health in a report on Wednesday, May 6th. Eight analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Sotera Health presently has an average rating of “Moderate Buy” and a consensus target price of $20.29.

Sotera Health Profile

Sotera Health Inc (NASDAQ: SHC) is a global provider of sterilization and laboratory testing services that support the medical device, pharmaceutical, life sciences and consumer product industries. Headquartered in Jacksonville, Florida, the company offers a suite of services designed to ensure products meet rigorous safety and regulatory requirements before reaching market.

Sotera Health operates through three primary service platforms. Its Sterigenics division delivers contract sterilization solutions, including ethylene oxide (EtO), gamma irradiation, electron beam and X-ray technologies.