Organon & Co.

Informe acción NYSE:OGN

Capitalización de mercado: US$3.5b

Organon Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Organon de 30.6% y 1% por año respectivamente. Se prevé que el BPA crezca en un 30.4% al año. Se espera que la rentabilidad financiera sea de 39.7% en 3 años.

Información clave

30.6%

Tasa de crecimiento de los beneficios

30.40%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Pharmaceuticals14.4%
Tasa de crecimiento de los ingresos1.0%
Rentabilidad financiera futura39.66%
Cobertura de analistas

Good

Última actualización19 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis Nov 14

Earnings Release: Here's Why Analysts Cut Their Organon & Co. (NYSE:OGN) Price Target To US$9.67

It's been a pretty great week for Organon & Co. ( NYSE:OGN ) shareholders, with its shares surging 14% to US$7.62 in...

Recent updates

Actualización de narrativa May 07

OGN: Deal Premium And Mixed Ratings Will Limit Further Upside Potential

Analysts have lifted their Organon fair value estimate from $9.00 to $11.25, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E following a mix of recent rating changes, deal interest commentary, and a revised $8.00 price target from Barclays. Analyst Commentary Recent Street research on Organon shows a split view, with some analysts highlighting potential upside drivers and others focusing on execution risks and valuation constraints.
Actualización de narrativa Apr 22

OGN: Takeover Talk Will Likely Leave Shares Struggling Below Deal Level

Analysts have nudged Organon’s target higher, reflecting updated models that incorporate recent takeover interest around $15 per share and sector valuation readthroughs, along with revised assumptions for revenue growth, margins, discount rate, and future P/E. Analyst Commentary Recent research highlights a mix of interest and caution around Organon, with potential deal scenarios and updated sector comparisons feeding into valuation work.
Seeking Alpha Apr 13

Organon Takeover At $15? Probably Not, Here's Why

Summary Organon & Co. stock surged nearly 30% after a report of a $12 billion enterprise value all-cash takeover offer from Sun Pharmaceutical Industries. Analysts were quick to argue that the enterprise value could imply an equity value of $15 per share. However, based on a balance sheet deep dive detailed in this article, I will demonstrate that the consideration paid to shareholders could end up being significantly lower. At the same time, there are other arguments in favor of an enterprise valuation translating to almost $15 per share equity valuation. Following the announcement, I no longer have any interest in buying OGN shares outright, but I might consider an options-based strategy. Read the full article on Seeking Alpha
Actualización de narrativa Apr 07

OGN: Raised Price View Will Likely Leave Shares Trapped Near Lows

Analysts have nudged their Organon price target to $8 from $7.50, reflecting updated models after the latest Q4 report and adjusted assumptions around discount rate, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research reflects a cautious stance around Organon, even as the price target was adjusted to US$8 from US$7.50 after the latest Q4 report.
Actualización de narrativa Mar 24

OGN: Cautious Q4 Reassessment Will Likely Keep Shares Anchored Near Lows

Analysts have nudged their price target on Organon up to $8 from $7.50, reflecting updated models after the recent Q4 report and a fresh look at the company’s fundamentals. Analyst Commentary Bearish analysts are treating the latest price target move as a fine tuning of a cautious view rather than a shift in conviction.
Actualización de narrativa Mar 10

OGN: Refreshed Earnings Assumptions And M&A Interest Will Support Future Repricing

Analysts have trimmed their fair value estimate for Organon to $9.00, while Barclays lifted its price target to $8.00 from $7.50 after updating its model following the Q4 report, prompting a reassessment of growth, margins and future P/E assumptions in our narrative update. Analyst Commentary Recent Street research reflects a cautious stance on Organon, even as some price targets are adjusted following the Q4 update.
Actualización de narrativa Feb 24

OGN: Potential Takeover Interest Will Drive Future Upside Opportunity

Analysts have trimmed their price target on Organon from $18.00 to $12.00, citing updated assumptions that include a revised fair value estimate, a slightly higher discount rate, a modestly adjusted revenue growth outlook, a lower projected profit margin, and a reduced future P/E multiple. What's in the News Organon issued earnings guidance for full year 2026, targeting approximately US$6.2b in revenue, giving investors a reference point for management's current expectations (Corporate guidance).
Actualización de narrativa Feb 10

OGN: Acquisition Interest And New Approvals Will Support A Rerated Earnings Profile

Analysts have revised their price targets on Organon. The updated view reflects changes in the discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations.
Artículo de análisis Jan 29

The Market Lifts Organon & Co. (NYSE:OGN) Shares 25% But It Can Do More

Organon & Co. ( NYSE:OGN ) shares have continued their recent momentum with a 25% gain in the last month alone. Not all...
Actualización de narrativa Jan 26

OGN: Governance Reset And Policy Headwinds Will Shape A Steady Execution Path

Narrative update on Organon Analysts have trimmed their price target on Organon to US$9 from US$10, reflecting updated views on U.S. policy headwinds for Nexplanon, recent sales practice issues limited to that product, and softer expectations in the respiratory business that also feed into slightly lower discount rate and future P/E assumptions. Analyst Commentary Recent commentary focuses on how the updated guidance and product specific issues could affect Organon’s valuation, execution risk, and medium term growth profile.
Actualización de narrativa Jan 11

OGN: Governance Reset Around Nexplanon Controls Will Gradually Restore Market Confidence

Analysts have trimmed their price targets on Organon, with cuts such as US$10 to US$9 and US$18 to US$5. These changes reflect ongoing concerns about the Nexplanon related investigation, recent leadership changes, and updated revenue guidance.
Actualización de narrativa Dec 26

OGN Internal Control Failures Will Likely Drive Shares Toward Mid Single Digits

Analysts have sharply reduced their Organon price target to about $5 from roughly $9, citing downgraded ratings and heightened concerns over internal controls, Nexplanon related channel stuffing, and softer revenue guidance, which is being weighed down by U.S. policy headwinds and respiratory portfolio challenges. Analyst Commentary Bearish analysts are signaling a more cautious stance on Organon, reflecting heightened skepticism around the company’s execution, governance, and growth outlook.
Actualización de narrativa Dec 12

OGN: Governance Reset And New Leadership Will Restore Confidence Over Time

Analysts trimmed their price target on Organon by about one dollar to reflect a slightly lower fair value estimate, modestly higher perceived risk, and concerns over internal control breakdowns and Nexplanon-driven revenue headwinds. Analyst Commentary Recent Street research reflects a far more cautious stance on Organon, with reduced price targets and weaker ratings signaling diminished confidence in the company’s near term execution and growth trajectory.
Actualización de narrativa Nov 28

OGN: Leadership Changes And Governance Reforms Will Drive Renewed Confidence

Analysts have lowered their price target for Organon and now expect $9.67 per share, compared to the prior estimate of $10.33. The change is attributed to continued headwinds from internal control concerns and weaker revenue growth forecasts.
Artículo de análisis Nov 14

Earnings Release: Here's Why Analysts Cut Their Organon & Co. (NYSE:OGN) Price Target To US$9.67

It's been a pretty great week for Organon & Co. ( NYSE:OGN ) shareholders, with its shares surging 14% to US$7.62 in...
Actualización de narrativa Nov 12

OGN: Internal Control Improvements Will Restore Confidence Amid Leadership Transition

Organon’s analyst price target was reduced from $10 to $9, as analysts cited concerns around internal controls, lowered revenue guidance, and lingering effects from recent leadership and business challenges. Analyst Commentary Recent Street research reflects a challenging outlook for Organon, with analysts closely scrutinizing both the company's fundamentals and the longer-term prospects following significant leadership changes and internal control issues.
Artículo de análisis Nov 06

Investors Give Organon & Co. (NYSE:OGN) Shares A 41% Hiding

Organon & Co. ( NYSE:OGN ) shareholders won't be pleased to see that the share price has had a very rough month...
Actualización de narrativa Oct 27

Leadership Changes And Regulatory Concerns Will Shape Near-Term Market Prospects

Organon's analyst price target has dropped sharply from $13.17 to $10.83. Analysts cite lingering concerns about internal controls and leadership stability following recent executive changes and investigations.
Actualización de narrativa Aug 06

New Product Launches And Biosimilars Will Open Global Healthcare Markets

Despite improved revenue growth forecasts for Organon, a higher discount rate has outweighed these gains, resulting in a lower consensus price target from $13.33 to $12.60. What's in the News Organon raised full-year 2025 revenue guidance to $6.275–$6.375 billion and slightly improved its nominal revenue growth outlook.
Artículo de análisis May 08

Why Investors Shouldn't Be Surprised By Organon & Co.'s (NYSE:OGN) 30% Share Price Plunge

To the annoyance of some shareholders, Organon & Co. ( NYSE:OGN ) shares are down a considerable 30% in the last month...
Artículo de análisis May 04

Organon's (NYSE:OGN) Dividend Is Being Reduced To $0.02

Organon & Co. ( NYSE:OGN ) is reducing its dividend from last year's comparable payment to $0.02 on the 12th of June...
Artículo de análisis Apr 28

Organon (NYSE:OGN) Use Of Debt Could Be Considered Risky

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Mar 24

Earnings Working Against Organon & Co.'s (NYSE:OGN) Share Price

With a price-to-earnings (or "P/E") ratio of 4.6x Organon & Co. ( NYSE:OGN ) may be sending very bullish signals at the...
Seeking Alpha Mar 18

Why Organon Is A Top Pick For Income Investors

Summary In mid-February, Organon pleasantly surprised me with its financial results for the fourth quarter of 2024. So, sales of Hadlima, a biosimilar to Humira, amounted to $44 million in the last three months of 2024, an increase of 83.3% year-on-year. Organon's dividend yield is 7.32%, which is significantly higher than that of the healthcare sector. In this article, you'll learn more about why I believe Organon is an attractive stock for income-oriented investors. Read the full article on Seeking Alpha
Artículo de análisis Feb 17

Organon's (NYSE:OGN) Dividend Will Be $0.28

Organon & Co.'s ( NYSE:OGN ) investors are due to receive a payment of $0.28 per share on 13th of March. The dividend...
Seeking Alpha Jan 17

Organon: A Tricky 2025 Awaits, But I'm Happy With A >7% Dividend Yield

Summary Organon has faced significant price volatility and underperformance since its spin-off from Merck, with shares down ~50% since 2021. Key products like Nexplanon and VTAMA are crucial for future growth, but uncertainties and competition pose significant risks to revenue projections. Organon's high debt and interest payments are significant concerns, despite low P/S and P/E ratios suggesting undervaluation, and a strong dividend yield. I recommend a "Hold" for 2025, focusing on collecting dividends and avoiding the downside, with the potential for improved performance in 18–24 months. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:OGN - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20286,2688341,0861,2675
12/31/20276,2287301,0041,2016
12/31/20266,1326747621,0776
3/31/20266,163246584850N/A
12/31/20256,216187384700N/A
9/30/20256,301501566949N/A
6/30/20256,281700482826N/A
3/31/20256,294750586938N/A
12/31/20246,403864588939N/A
9/30/20246,4091,301646946N/A
6/30/20246,3461,0007871,066N/A
3/31/20246,3471,047458761N/A
12/31/20236,2631,023538799N/A
9/30/20236,150585424669N/A
6/30/20236,168754320725N/A
3/31/20236,145746431849N/A
12/31/20226,174917431858N/A
9/30/20226,2921,011138638N/A
6/30/20226,3551,107343689N/A
3/31/20226,3651,3045641,077N/A
12/31/20216,3041,3511,9702,458N/A
9/30/20216,3141,5252,3702,841N/A
6/30/20216,3271,7622,3042,761N/A
3/31/20216,2581,9172,7723,025N/A
12/31/20206,5322,2561,9322,187N/A
12/31/20197,7773,306N/A2,767N/A
12/31/20189,7772,153N/A3,687N/A
12/31/201710,5001,801N/A3,419N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (30.6% al año) de OGN es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (30.6% al año) de OGN crezcan más rápidamente que el mercado US (16.7% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de OGN crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (1% al año) de OGN crezcan más despacio que el mercado de US (11.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 1% al año) de OGN crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de OGN sea alta dentro de 3 años (39.7%)


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 11:21
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Organon & Co. está cubierta por 14 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Glen SantangeloBarclays
Navann Ty DietschiBNP Paribas
Jason Matthew GerberryBofA Global Research