Repligen Corporation $RGEN Shares Sold by UBS Group AG

UBS Group AG lessened its stake in shares of Repligen Corporation (NASDAQ:RGEN) by 23.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 348,388 shares of the biotechnology company’s stock after selling 108,541 shares during the quarter. UBS Group AG’s holdings in Repligen were worth $57,087,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Measured Wealth Private Client Group LLC acquired a new position in shares of Repligen during the third quarter valued at approximately $29,000. Bayforest Capital Ltd acquired a new position in shares of Repligen during the fourth quarter valued at approximately $32,000. CWM LLC lifted its stake in Repligen by 67.2% during the third quarter. CWM LLC now owns 336 shares of the biotechnology company’s stock valued at $45,000 after purchasing an additional 135 shares during the last quarter. Farther Finance Advisors LLC lifted its stake in Repligen by 61.8% during the fourth quarter. Farther Finance Advisors LLC now owns 335 shares of the biotechnology company’s stock valued at $55,000 after purchasing an additional 128 shares during the last quarter. Finally, Johnson Financial Group Inc. acquired a new stake in Repligen during the third quarter valued at approximately $65,000. Institutional investors and hedge funds own 97.64% of the company’s stock.

Repligen Stock Up 6.3%

Shares of NASDAQ:RGEN opened at $125.61 on Wednesday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 7.12 and a current ratio of 8.37. The company has a market cap of $7.08 billion, a PE ratio of 147.78, a price-to-earnings-growth ratio of 2.30 and a beta of 1.09. Repligen Corporation has a 52 week low of $109.50 and a 52 week high of $175.77. The firm has a 50 day simple moving average of $121.36 and a 200 day simple moving average of $144.51.

Repligen (NASDAQ:RGEN) last issued its quarterly earnings results on Tuesday, May 5th. The biotechnology company reported $0.48 EPS for the quarter, beating the consensus estimate of $0.38 by $0.10. The business had revenue of $194.26 million during the quarter, compared to the consensus estimate of $192.05 million. Repligen had a net margin of 6.62% and a return on equity of 4.71%. The firm’s quarterly revenue was up 14.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.39 EPS. Repligen has set its FY 2026 guidance at 1.970-2.050 EPS. As a group, research analysts expect that Repligen Corporation will post 1.97 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Roth Mkm assumed coverage on shares of Repligen in a research note on Friday, April 17th. They set a “buy” rating and a $160.00 target price for the company. UBS Group cut their target price on shares of Repligen from $200.00 to $195.00 and set a “buy” rating for the company in a research note on Wednesday, February 25th. Canaccord Genuity Group cut their target price on shares of Repligen from $165.00 to $145.00 and set a “hold” rating for the company in a research note on Monday, April 20th. Barclays reissued an “overweight” rating on shares of Repligen in a research note on Wednesday. Finally, Jefferies Financial Group reissued a “hold” rating and set a $142.00 target price on shares of Repligen in a research note on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Repligen currently has a consensus rating of “Moderate Buy” and an average price target of $168.75.

Repligen News Roundup

Here are the key news stories impacting Repligen this week:

• Positive Sentiment: Q1 beat on EPS and revenue — Repligen reported Q1 EPS of $0.48 vs. consensus $0.38 and revenue of ~$194.3M vs. ~$192.1M, with revenue up ~14.8% year‑over‑year; the beat supports near‑term growth expectations. Repligen Reports First Quarter 2026 Financial Results and Updates Full Year 2026 Financial Guidance
• Positive Sentiment: FY‑2026 EPS guidance and margin plan — Repligen set FY‑2026 EPS of $1.97–$2.05 (in line with consensus) and announced a target to lift operating margins by ~1 percentage point by end‑2027, signaling management is focused on improving profitability. Repligen forecasts $1.97-$2.05 EPS on $803M-$833M 2026 revenue, as it targets 1 point margin lift by end of 2027
• Positive Sentiment: Strategic reshaping and China positioning — Coverage highlights management actions to reshape operations and adjust China reach; investors may view this as proactive cost/control and growth positioning that could support valuation upside. Repligen Reshapes Operations And China Reach As Valuation Signals Upside
• Neutral Sentiment: Earnings call details available — Full Q1 earnings call/transcript provides management color on demand trends, product lines and execution; useful for assessing sustainability of the beat. Repligen Corporation (RGEN) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Street coverage and summaries — Multiple outlets summarized the results and reaction (MSN, Stamford Advocate, Zacks), helpful for cross‑checking analyst takeaways. Repligen (RGEN) shares skyrocket, what you need to know
• Negative Sentiment: Revenue guidance ambiguity — FY‑2026 revenue guidance of $803M–$833M sits below some Street point estimates (consensus ~ $827.9M), which could cap upside if execution misses the midpoint. Investors should watch quarterly cadence vs. guidance. Repligen Reports First Quarter 2026 Financial Results and Updates Full Year 2026 Financial Guidance

Repligen Company Profile

Repligen Corporation (NASDAQ:RGEN) is a life sciences company that develops and manufactures high-value consumable products for bioprocessing applications. Founded in 1981 and headquartered in Waltham, Massachusetts, the company specializes in technologies that support the development and production of biopharmaceuticals. Repligen’s offerings include chromatography resins, filtration membranes, single-use technologies and systems for downstream purification and upstream processing.

The company’s core product lines encompass Protein A affinity resins, designed for monoclonal antibody purification, and a portfolio of ion exchange, multimodal and hydrophobic interaction resins.