Medline (NASDAQ:MDLN) Given New $54.00 Price Target at BMO Capital Markets

Medline (NASDAQ:MDLN) had its price target lifted by equities research analysts at BMO Capital Markets from $45.00 to $54.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “outperform” rating on the stock. BMO Capital Markets’ price objective would indicate a potential upside of 8.87% from the company’s current price.

Several other research firms have also recently weighed in on MDLN. Truist Financial began coverage on shares of Medline in a research report on Monday, January 12th. They issued a “buy” rating and a $52.00 price objective for the company. Wolfe Research began coverage on Medline in a research report on Monday, January 12th. They set an “outperform” rating and a $47.00 target price for the company. Jefferies Financial Group began coverage on Medline in a report on Monday, January 12th. They issued a “buy” rating and a $50.00 price target on the stock. Piper Sandler initiated coverage on Medline in a report on Monday, January 12th. They set an “overweight” rating and a $50.00 price objective for the company. Finally, Citigroup began coverage on shares of Medline in a research note on Monday, January 12th. They issued a “buy” rating and a $48.00 target price on the stock. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Medline currently has an average rating of “Moderate Buy” and an average target price of $49.35.

Medline Price Performance

MDLN stock traded up $1.42 during trading on Thursday, hitting $49.60. The company had a trading volume of 1,448,358 shares, compared to its average volume of 3,330,101. Medline has a fifty-two week low of $34.89 and a fifty-two week high of $50.88. The firm’s fifty day moving average is $44.21.

Medline (NASDAQ:MDLN) last announced its earnings results on Wednesday, February 25th. The company reported ($0.01) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.24 by ($0.25). The company had revenue of $7.79 billion for the quarter, compared to analyst estimates of $7.52 billion. The firm’s revenue was up 14.8% on a year-over-year basis.

Insider Activity at Medline

In other news, Director Charles N. Mills purchased 2,579,310 shares of Medline stock in a transaction dated Thursday, December 18th. The shares were bought at an average cost of $29.00 per share, with a total value of $74,799,990.00. Following the completion of the transaction, the director directly owned 2,441,379 shares in the company, valued at $70,799,991. This trade represents a -1,870.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Andrew J. Mills purchased 2,586,206 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was purchased at an average cost of $29.00 per share, with a total value of $74,999,974.00. Following the acquisition, the director directly owned 2,586,206 shares in the company, valued at $74,999,974. This trade represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Kera Capital Partners Inc. bought a new stake in shares of Medline in the fourth quarter worth about $3,785,000. Virtu Financial LLC bought a new position in shares of Medline during the 4th quarter valued at about $2,243,000. T. Rowe Price Investment Management Inc. acquired a new position in shares of Medline in the 4th quarter valued at approximately $298,461,000. Invesco Ltd. bought a new stake in Medline during the 4th quarter worth approximately $106,239,000. Finally, Corient Private Wealth LLC bought a new stake in Medline during the 4th quarter worth approximately $229,000.

Key Headlines Impacting Medline

Here are the key news stories impacting Medline this week:

• Positive Sentiment: Revenue and growth beat — Q4 net sales of ~$7.8B (+14.8% YoY) topped estimates and full‑year 2025 sales were $28.4B; organic sales growth and volume gains across Medline Brand and Supply Chain Solutions underpin confidence in demand. Read More.
• Positive Sentiment: Upbeat 2026 guidance and customer momentum — management guided to 8–9% organic sales growth and $3.5–$3.6B adjusted EBITDA for 2026 and highlighted $2.4B of new customer signings in 2025, supporting forward revenue visibility. Read More.
• Positive Sentiment: Strong cash generation and improved leverage — operating cash of ~$1.7B and free cash flow of ~$1.3B in 2025, plus net leverage down (net debt/EBITDA improved), reduce financing risk and support reinvestment. Read More.
• Neutral Sentiment: Successful IPO completed — listing provides capital and public-market liquidity; supports longer-term investment but also introduced one-time public-company costs. Read More.
• Neutral Sentiment: Analyst/institutional interest — multiple buy/outperform ratings and heavy institutional allocations noted; positive for liquidity and sentiment but increases focus on near-term execution vs. elevated expectations. Read More.
• Negative Sentiment: Earnings miss and profit squeeze — GAAP EPS was roughly break-even / ($0.01), missing street EPS expectations; Q4 net income fell ~37.7% YoY to $180M due to higher COGS, tariffs and IPO/headcount expenses. Read More.
• Negative Sentiment: Margin pressure from tariffs and investments — management flagged higher costs of goods sold, tariffs and operating investments that compressed margins; adjusted EBITDA was roughly flat vs. prior year despite strong sales. Read More.
• Negative Sentiment: Execution watch — as a newly public company, investors will focus on whether Medline converts the sales momentum into margin recovery and meets 2026 adjusted EBITDA targets; valuation/expectations articles highlight the need for clarity. Read More.

Medline Company Profile

Medline (NASDAQ: MDLN) is a healthcare products and services company that manufactures, sources and distributes a wide range of medical supplies and equipment for healthcare providers. Its product portfolio spans clinical consumables and personal protective equipment, surgical and procedural supplies, wound care and incontinence products, diagnostic and laboratory supplies, and select durable medical equipment. Medline supports care settings that include hospitals, health systems, long-term care facilities, ambulatory clinics and home health providers.

In addition to product manufacturing and distribution, Medline provides supply‑chain and logistics services designed to help healthcare customers manage inventory, reduce costs and streamline operations.