Impact Partnership Wealth LLC Makes New $734,000 Investment in ResMed Inc. $RMD

Impact Partnership Wealth LLC acquired a new position in ResMed Inc. (NYSE:RMD) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,680 shares of the medical equipment provider’s stock, valued at approximately $734,000.

A number of other institutional investors have also recently added to or reduced their stakes in RMD. Jones Financial Companies Lllp raised its holdings in shares of ResMed by 52.6% during the 1st quarter. Jones Financial Companies Lllp now owns 2,882 shares of the medical equipment provider’s stock valued at $645,000 after purchasing an additional 994 shares in the last quarter. GC Wealth Management RIA LLC bought a new position in ResMed during the second quarter valued at about $219,000. Truist Financial Corp lifted its position in shares of ResMed by 1.7% in the second quarter. Truist Financial Corp now owns 10,660 shares of the medical equipment provider’s stock worth $2,750,000 after buying an additional 183 shares during the last quarter. Institute for Wealth Management LLC. acquired a new stake in shares of ResMed in the second quarter worth about $260,000. Finally, Robeco Institutional Asset Management B.V. boosted its stake in shares of ResMed by 7.8% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 83,451 shares of the medical equipment provider’s stock worth $21,530,000 after acquiring an additional 6,009 shares in the last quarter. 54.98% of the stock is currently owned by institutional investors and hedge funds.

ResMed News Roundup

Here are the key news stories impacting ResMed this week:

• Positive Sentiment: Q2 results beat expectations — EPS (non‑GAAP $2.81) topped estimates and revenue of $1.423B was ~11% year‑over‑year growth, driven by device and mask demand; investors are pricing in continued top‑line momentum. ResMed beats quarterly profit estimates on strong demand for its sleep devices
• Positive Sentiment: Margins and cash flow improved — GAAP gross margin rose ~320 bps to 61.8%, operating cash flow was ~$340M and non‑GAAP EPS grew mid‑teens, supporting profitability outlook. Resmed Inc. Announces Results for the Second Quarter of Fiscal Year 2026
• Positive Sentiment: Shareholder returns raised — board declared a $0.60 quarterly cash dividend (payable March 19) and the company repurchased $175M of stock in the quarter, boosting capital return credibility. Resmed Inc. Announces Results for the Second Quarter of Fiscal Year 2026
• Neutral Sentiment: Product & regulatory progress — received FDA clearance for an AI‑enabled comfort feature (Smart Comfort) that may aid adherence and product differentiation, but commercial impact will be gradual. Resmed Inc. Announces Results for the Second Quarter of Fiscal Year 2026
• Neutral Sentiment: Investor sentiment / analyst context — multiple analysts maintain positive views and price targets remain well above current levels (median ~ $300), which supports upside but also sets expectations. Resmed Inc. Reports 11% Revenue Growth and Strong Margin Improvement in Q2 Fiscal Year 2026
• Negative Sentiment: Costs and one‑time items rose — SG&A and R&D grew (~12% yo‑y on a constant currency basis) and the company recorded ~$6M of restructuring charges; rising operating expenses could cap margin upside if growth slows. Resmed Inc. Announces Results for the Second Quarter of Fiscal Year 2026
• Negative Sentiment: Insider selling activity noted — recent disclosures show multiple insider sales across senior executives over the past 6 months, which some investors view as a cautionary signal. Resmed Inc. Reports 11% Revenue Growth and Strong Margin Improvement in Q2 Fiscal Year 2026

ResMed Stock Up 0.0%

Shares of RMD stock opened at $257.83 on Friday. ResMed Inc. has a one year low of $199.92 and a one year high of $293.81. The company has a debt-to-equity ratio of 0.07, a current ratio of 2.89 and a quick ratio of 2.13. The stock has a fifty day moving average price of $250.90 and a 200 day moving average price of $263.20. The stock has a market cap of $37.63 billion, a P/E ratio of 26.39, a price-to-earnings-growth ratio of 1.73 and a beta of 0.88.

ResMed (NYSE:RMD) last announced its quarterly earnings data on Thursday, January 29th. The medical equipment provider reported $2.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.13. The company had revenue of $1.42 billion during the quarter, compared to analysts’ expectations of $1.40 billion. ResMed had a net margin of 27.35% and a return on equity of 25.45%. The business’s revenue was up 11.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.43 EPS. Analysts predict that ResMed Inc. will post 9.47 earnings per share for the current year.

ResMed Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Thursday, February 12th will be issued a $0.60 dividend. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $2.40 dividend on an annualized basis and a dividend yield of 0.9%. ResMed’s dividend payout ratio is presently 24.56%.

Insider Buying and Selling

In other news, CEO Michael J. Farrell sold 8,011 shares of the business’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $249.75, for a total value of $2,000,747.25. Following the sale, the chief executive officer owned 467,866 shares in the company, valued at approximately $116,849,533.50. The trade was a 1.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Witte Jan De sold 2,055 shares of the stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $255.00, for a total transaction of $524,025.00. Following the sale, the director owned 4,261 shares of the company’s stock, valued at $1,086,555. This trade represents a 32.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 21,594 shares of company stock worth $5,403,495 in the last 90 days. 0.65% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

RMD has been the subject of several analyst reports. Robert W. Baird restated a “neutral” rating and issued a $275.00 target price (down from $300.00) on shares of ResMed in a report on Tuesday, December 16th. Weiss Ratings reiterated a “hold (c+)” rating on shares of ResMed in a research note on Monday, December 29th. Wells Fargo & Company started coverage on shares of ResMed in a research report on Monday, October 13th. They set an “equal weight” rating and a $280.00 target price for the company. Royal Bank Of Canada raised their price target on ResMed from $300.00 to $303.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Finally, KeyCorp boosted their price objective on ResMed from $298.00 to $299.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $296.09.

ResMed Company Profile

ResMed (NYSE: RMD) is a global medical device and cloud-connectivity company focused on improving outcomes for people with sleep-disordered breathing and chronic respiratory conditions. Founded in 1989, the company is headquartered in San Diego, California, and develops, manufactures and distributes a range of devices and software used by patients, clinicians and providers worldwide.

ResMed’s product portfolio centers on noninvasive ventilation and sleep therapy equipment, including continuous positive airway pressure (CPAP) and bilevel devices, masks and related accessories for the treatment of obstructive sleep apnea and other respiratory disorders.