Update shared on 01 Nov 2025
Fair value Decreased 3.55%Analysts have revised their price target for AptarGroup downward from $177 to $170.71. They cited modest changes in discount rate expectations, a slight increase in projected revenue growth, and softer projected profit margins and future valuation multiples.
What's in the News
- Nasus Pharma Ltd. extended and updated its collaboration agreements with AptarGroup to advance development of an intranasal epinephrine program. The agreements include exclusivity for Aptar France devices as well as multi-year milestone and royalty payments (Key Developments).
- Nasus Pharma also executed new, comprehensive agreements with Aptar France and AptarGroup for the development and planned commercialization of NS002, an intranasal powder epinephrine product. These agreements provide support for FDA and EMA submissions (Key Developments).
- AptarGroup indicated an active pursuit of bolt-on M&A opportunities and emphasized a focus on partnerships with strong management teams, as discussed by CEO Stephan Tanda during the 2025 Investor Day (Key Developments).
- The company announced a nearly 7% increase in its quarterly cash dividend, now set at $0.48 per share, with payment scheduled for November 13, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has decreased modestly from $177 to $170.71.
- Discount Rate has risen slightly, from 6.78% to 6.79%.
- Revenue Growth projection has increased from 6.15% to 6.31%.
- Net Profit Margin is expected to decline marginally, from 10.44% to 10.32%.
- Future P/E multiple has decreased, moving from 30.11x to 28.84x.
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