FY2026 EPS Estimates for Roche Decreased by Erste Group Bank

Roche Holding AG (OTCMKTS:RHHBY) – Stock analysts at Erste Group Bank reduced their FY2026 earnings per share (EPS) estimates for Roche in a report issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings of $3.05 per share for the year, down from their prior forecast of $3.14. The consensus estimate for Roche’s current full-year earnings is $3.02 per share. Erste Group Bank also issued estimates for Roche’s FY2027 earnings at $3.31 EPS.

A number of other research analysts also recently weighed in on RHHBY. Zacks Research raised Roche from a “strong sell” rating to a “hold” rating in a research note on Monday, August 24th. Morgan Stanley upgraded Roche from an “equal weight” rating to an “overweight” rating and set a $63.00 price target on the stock in a report on Friday, August 7th. HSBC reissued a “hold” rating on shares of Roche in a research report on Thursday, September 10th. Finally, Royal Bank Of Canada assumed coverage on shares of Roche in a research note on Tuesday, September 8th. They issued an “outperform” rating for the company. Six investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $60.00.

Roche Trading Up 3.6%

RHHBY opened at $55.69 on Tuesday. The company has a current ratio of 1.23, a quick ratio of 0.95 and a debt-to-equity ratio of 0.69. The stock has a 50-day moving average of $54.85 and a 200-day moving average of $52.68. Roche has a 52-week low of $40.07 and a 52-week high of $60.85.

Institutional Investors Weigh In On Roche

Several hedge funds and other institutional investors have recently made changes to their positions in the business. McIlrath & Eck LLC acquired a new position in shares of Roche during the 1st quarter worth about $39,000. Renasant Bank acquired a new stake in Roche in the 2nd quarter valued at approximately $210,000. Pinnacle Wealth Management Advisory Group LLC acquired a new stake in Roche in the 1st quarter valued at approximately $208,000. Woodstock Corp acquired a new stake in Roche in the 3rd quarter valued at approximately $245,000. Finally, Enterprise Financial Services Corp increased its position in Roche by 6.6% in the 1st quarter. Enterprise Financial Services Corp now owns 5,576 shares of the company’s stock worth $277,000 after buying an additional 345 shares during the period.

Key Headlines Impacting Roche

Here are the key news stories impacting Roche this week:

• Positive Sentiment: Roche will obtain global rights to Rona’s investigational RNAi candidate targeting ALK7 for obesity and related metabolic diseases. The agreement could generate up to $1.16 billion in milestone payments for Rona, giving Roche a potentially differentiated addition to its obesity pipeline. Roche strikes obesity drug licensing deal worth up to $1.16 billion with Chinese Rona Therapeutics
• Positive Sentiment: The deal strengthens Roche’s broader metabolic-disease strategy as it advances the ALK7 program alongside enicepatide and other late-stage candidates. Success could help Roche participate in the rapidly expanding obesity-drug market and diversify growth beyond its established medicines. Roche Expands Obesity Pipeline With Rona’s RNAi Candidate
• Neutral Sentiment: Brokerage data cited a consensus price target of approximately $60, suggesting analysts see additional upside, although targets are not guarantees and the stock remains dependent on clinical and commercial execution. Roche Stock Has Consensus Target Price of $60 According to Brokerages
• Negative Sentiment: Erste Group Bank lowered its Roche EPS forecasts to $3.05 for fiscal 2026 from $3.14 and to $3.31 for fiscal 2027 from $3.41. The revisions indicate somewhat softer expected earnings, though the estimates remain close to or above broader consensus forecasts. Roche EPS Estimate Revisions

Roche Company Profile

Roche Holding AG is a Swiss healthcare company headquartered in Basel, Switzerland. Founded in 1896, the company operates through two core divisions: Pharmaceuticals and Diagnostics. Roche develops medicines and diagnostic technologies intended to support disease prevention, detection, diagnosis and treatment.

Roche’s pharmaceutical activities focus on areas including oncology, immunology, neuroscience, ophthalmology, hematology and rare diseases. Its portfolio includes biologic and small-molecule medicines, as well as individualized healthcare approaches that use diagnostic information to help guide treatment decisions.

Through its Diagnostics division, Roche provides in vitro diagnostic systems, molecular testing, tissue-based diagnostics, diabetes-care products and laboratory solutions for healthcare providers, laboratories and patients.