Organon & Co.

Informe acción NYSE:OGN

Capitalización de mercado: US$3.6b

Organon Dirección

Dirección controles de criterios 3/4

El CEO de Organon es Joe Morrissey , nombrado en Oct 2025, tiene una permanencia de menos de un año. compensación anual total es $5.77M, compuesta por 14.2% salario y 85.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.047% de las acciones de la empresa, por valor de $1.67M. La antigüedad media del equipo directivo y de la junta directiva es de 3.5 años y 5.1 años, respectivamente.

Información clave

Joe Morrissey

Chief Executive Officer (CEO)

US$5.8m

Compensación total

Porcentaje del salario del CEO14.19%
Permanencia del CEOless than a year
Participación del CEO0.05%
Permanencia media de la dirección3.5yrs
Promedio de permanencia en la Junta Directiva5.1yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jul 01

OGN: Takeover Interest And Licensing Pipeline Will Shape Balanced Future Outlook

The analyst fair value estimate for Organon has shifted from $12.00 to $14.00 as analysts factor in updated assumptions on discount rate, revenue growth, profit margins, and potential corporate activity, which are reflected in recent mixed rating changes and takeover commentary. Analyst Commentary Recent research coverage on Organon has been active, with several firms reassessing their views as corporate interest headlines and rating changes come through.
Actualización de narrativa Jun 17

OGN: Takeover Bid And Mixed Ratings Will Likely Cap Share Upside

The analyst price target for Organon stock has been reset lower to $5.00 from $8.00, with analysts pointing to recent mixed rating actions, changing fair value assumptions, and a revised future P/E outlook as key drivers of the update. Analyst Commentary on Organon Stock Recent research on Organon highlights a split in views, with some firms stepping back from formal ratings and others reassessing potential deal scenarios.
Actualización de narrativa Jun 03

OGN: Takeover Bid And Mixed Ratings Will Constrain Future Share Upside

Analysts have kept the fair value estimate for Organon steady at $11.25, while making only minor adjustments to discount rate, profit margin and future P/E assumptions as they digest a mix of recent rating changes and takeover speculation. Analyst Commentary Bullish Takeaways Bullish analysts point to reported takeover interest, including discussion of a possible US$15 per share offer, as a reference point that sits above the current fair value estimate of US$11.25, which they view as supportive for the stock's valuation range.
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...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Joe Morrissey en comparación con los beneficios de Organon?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$246m

Dec 31 2025US$6mUS$819k

US$187m

Sep 30 2025n/an/a

US$501m

Jun 30 2025n/an/a

US$700m

Mar 31 2025n/an/a

US$750m

Dec 31 2024US$4mUS$750k

US$864m

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$4mUS$741k

US$1b

Sep 30 2023n/an/a

US$585m

Jun 30 2023n/an/a

US$754m

Mar 31 2023n/an/a

US$746m

Dec 31 2022US$3mUS$689k

US$917m

Compensación vs. Mercado: La compensación total ($USD5.77M) de Joe está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD6.92M).

Compensación vs. Ingresos: La compensación de Joe ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.


CEO

Joe Morrissey (61 yo)

less than a year
Permanencia
US$5,772,848
Compensación

Mr. Joseph T. Morrissey, Jr. also known as Joe, served as Executive Vice President and Head of Manufacturing & Supply at Organon & Co. and served as its Head of Manufacturing since June 2, 2021 until Octob...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Carrie Cox
Executive Chair of the Board5.1yrsUS$460.65k0.030%
$ 1.1m
Joseph Morrissey
Chief Executive Officerless than a yearUS$5.77m0.047%
$ 1.7m
Matthew Walsh
Executive VP & CFO5.1yrsUS$5.69m0.081%
$ 2.9m
Rachel Stahler
Executive VP5.1yrsUS$3.55m0.044%
$ 1.6m
Kirke Weaver
Executive VP3.5yrsUS$3.54m0.035%
$ 1.3m
Juan Camilo Ferreira
Executive VP2.8yrsUS$3.82m0.011%
$ 407.1k
Jennifer Halchak
Head of Investor Relations5.5yrssin datossin datos
Daniel Karp
Chief Strategy Officer & Head of Corporate Developmentno datasin datos0.026%
$ 942.2k
Aaron Falcione
Executive VP & Chief Human Resources Officer5.1yrssin datos0.039%
$ 1.4m
Vittorio Nisita
Executive VP and Head of Enterprise Services & Solutions5.1yrssin datos0.027%
$ 956.8k
Juliana Drinane
Head of Manufacturing & Supplyless than a yearsin datos0.013%
$ 451.5k
Nico Hoecke
Head of International Commercial1.5yrssin datossin datos
3.5yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de OGN se considera experimentado (3.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Carrie Cox
Executive Chair of the Board5.1yrsUS$460.65k0.030%
$ 1.1m
Robert Essner
Lead Independent Director5.1yrsUS$384.14k0%
$ 0
Rochelle Lazarus
Independent Director5.1yrsUS$360.00k0.00024%
$ 8.5k
R. Alan Ezekowitz
Independent Director5.1yrsUS$370.00k0%
$ 0
Helene Gayle
Independent Director5.1yrsUS$363.66k0%
$ 0
Shalini Sharp
Independent Director5.1yrsUS$385.00k0%
$ 0
Philip Ozuah
Independent Director5.1yrsUS$380.00k0%
$ 0
Cynthia Patton
Independent Director5.1yrsUS$370.00k0%
$ 0
Ramona Sequeira
Independent Director1yrUS$280.00k0.000040%
$ 1.4k
Deborah Leone
Independent Director5.1yrsUS$370.00k0%
$ 0
5.1yrs
Permanencia media
65.5yo
Promedio de edad

Junta con experiencia: La junta directiva de OGN se considera experimentada (5.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/04 09:42
Precio de las acciones al final del día2026/07/02 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 contamos con 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. 5 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