Qiagen N.V. $QGEN Shares Sold by Nuance Investments LLC

Nuance Investments LLC lowered its stake in shares of Qiagen N.V. (NYSE:QGEN) by 60.3% during the third quarter, Holdings Channel reports. The institutional investor owned 538,821 shares of the company’s stock after selling 819,018 shares during the period. Qiagen comprises about 2.4% of Nuance Investments LLC’s portfolio, making the stock its 16th biggest position. Nuance Investments LLC’s holdings in Qiagen were worth $24,075,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in QGEN. Norges Bank acquired a new stake in shares of Qiagen during the 2nd quarter valued at approximately $158,728,000. Allspring Global Investments Holdings LLC increased its stake in Qiagen by 5.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 2,874,356 shares of the company’s stock valued at $133,140,000 after purchasing an additional 141,393 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH raised its holdings in Qiagen by 18.2% during the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 2,334,083 shares of the company’s stock worth $103,372,000 after purchasing an additional 360,153 shares during the last quarter. Sei Investments Co. raised its holdings in Qiagen by 0.5% during the second quarter. Sei Investments Co. now owns 1,812,002 shares of the company’s stock worth $87,085,000 after purchasing an additional 8,746 shares during the last quarter. Finally, Allianz Asset Management GmbH boosted its position in Qiagen by 53.7% during the third quarter. Allianz Asset Management GmbH now owns 1,529,224 shares of the company’s stock worth $68,028,000 after purchasing an additional 534,527 shares in the last quarter. 70.00% of the stock is owned by hedge funds and other institutional investors.

Qiagen News Summary

Here are the key news stories impacting Qiagen this week:

• Positive Sentiment: JPMorgan raised its price target to $60 and set an “overweight” rating, signaling ~17.5% upside from current levels. This analyst upgrade is a near-term bullish catalyst. Article Title
• Positive Sentiment: Unusually large options activity: traders bought ~40,639 call options (a ~4,600% increase vs. average), suggesting some investors are positioning for upside. (no article link provided)
• Positive Sentiment: Management reiterated a sales-growth target (at least ~5% sales growth for 2026), which supports topline momentum assumptions even as profitability is pressured. Article Title
• Neutral Sentiment: Citigroup trimmed its target slightly to $55 and moved to “neutral” — a modest calibration rather than a stark downgrade; this tempers but does not reverse bullish signals. Article Title Ticker Report
• Neutral Sentiment: Q4 results: EPS roughly in line ($0.62, vs. $0.61 consensus) and revenue modestly beat — evidence of steady demand but not a breakout. Zacks Earnings Article
• Neutral Sentiment: Full earnings materials and call transcript are available for deeper read‑throughs (slides, call transcript) — useful for investors assessing guidance drivers and margin details. Press Release Earnings Transcript
• Negative Sentiment: Guidance disappointed: Q1 EPS guidance (~$0.54) and FY‑2026 EPS (≈$2.50) were below Street consensus, which pressured sentiment as investors focus on margin recovery and near‑term profitability. Press Release
• Negative Sentiment: Margin contraction noted in coverage: analysts and news pieces flagged margin pressure and cautious tone on 2026, which was a primary reason the stock sold off despite the top‑line beat. Zacks Margin Article

Qiagen Trading Down 0.3%

Shares of QGEN stock opened at $51.08 on Monday. The company has a market capitalization of $10.79 billion, a price-to-earnings ratio of 25.33, a PEG ratio of 2.54 and a beta of 0.67. The company has a current ratio of 2.60, a quick ratio of 2.30 and a debt-to-equity ratio of 0.45. The firm has a 50-day moving average price of $49.65 and a 200 day moving average price of $49.63. Qiagen N.V. has a twelve month low of $39.61 and a twelve month high of $57.81.

Qiagen (NYSE:QGEN) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.61 by $0.01. The business had revenue of $540.42 million during the quarter, compared to the consensus estimate of $528.53 million. Qiagen had a net margin of 20.33% and a return on equity of 14.82%. The company’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.61 earnings per share. Qiagen has set its FY 2026 guidance at 2.500- EPS and its Q1 2026 guidance at 0.540- EPS. Research analysts forecast that Qiagen N.V. will post 2.26 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. Jefferies Financial Group restated a “buy” rating and issued a $59.00 price target on shares of Qiagen in a research report on Thursday. Weiss Ratings restated a “hold (c)” rating on shares of Qiagen in a report on Monday, December 29th. Barclays set a $58.00 target price on shares of Qiagen and gave the stock an “overweight” rating in a research report on Friday. TD Cowen reiterated a “hold” rating on shares of Qiagen in a research report on Friday. Finally, UBS Group restated a “neutral” rating on shares of Qiagen in a research report on Wednesday, January 21st. Four investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, Qiagen has an average rating of “Hold” and a consensus price target of $55.27.

Qiagen Company Profile

Qiagen NV (NYSE: QGEN) is a global provider of sample and assay technologies designed to enable molecular testing in the fields of molecular diagnostics, applied testing, academic research and pharmaceutical development. The company’s solutions span the full workflow of nucleic acid and protein analysis, offering customers standardized kits, instruments and software tools that streamline the preparation, detection and quantification of DNA, RNA and proteins.

The company’s product portfolio includes nucleic acid extraction and purification systems, polymerase chain reaction (PCR) reagents and instrumentation, digital PCR platforms, next-generation sequencing (NGS) library‐preparation kits and proteomics solutions.