Update shared on 16 Nov 2025
Fair value Decreased 5.44%Narrative Update on AptarGroup Price Target
Analysts have revised AptarGroup’s fair value estimate downward by approximately $9 to $161.43 per share, citing tempered growth projections and a modest increase in the discount rate as key factors behind the adjustment.
What's in the News
- Completed share repurchases totaling 1,504,552 shares for $227.34 million under the buyback announced on October 10, 2024 (Buyback Tranche Update).
- Entered into new agreements with Nasus Pharma Ltd., including a replacement Master Services Agreement and an exclusive supply arrangement for intranasal Epinephrine delivery devices (Client Announcements).
- Collaboration with Nasus Pharma supports development and planned commercialization of NS002, an intranasal epinephrine product candidate, leveraging Aptar's technical expertise and manufacturing (Client Announcements).
- AptarGroup is actively seeking bolt-on acquisitions to expand its portfolio, as outlined by CEO Stephan Tanda during Investor Day 2025 (Seeking Acquisitions/Investments).
- Declared a 7% increase in its quarterly dividend to $0.48 per share, with a new annualized rate of $1.92 per share, payable November 13, 2025 (Dividend Increases).
Valuation Changes
- The Fair Value Estimate has decreased from $170.71 to $161.43 per share.
- The Discount Rate has increased slightly from 6.79% to 6.96%.
- The Revenue Growth projection has declined from 6.31% to 5.42%.
- The Net Profit Margin estimate has decreased modestly from 10.32% to 10.05%.
- The future Price-to-Earnings (P/E) ratio has moved down from 28.84x to 28.40x.
Disclaimer
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