Organon & Co.

NYSE:OGN Rapport sur les actions

Capitalisation boursière : US$3.6b

Organon Gestion

Gestion contrôle des critères 3/4

Le PDG Organon est Joe Morrissey, nommé en Oct2025, a un mandat de moins d'un an. La rémunération annuelle totale est $ 5.77M, composée du salaire de 14.2% et des bonus 85.8%, y compris les actions et options de la société. détient directement 0.047% des actions de la société, d'une valeur de $ 1.67M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.5 ans et 5.1 ans.

Informations clés

Joe Morrissey

Directeur général

US$5.8m

Rémunération totale

Pourcentage du salaire du PDG14.19%
Durée du mandat du directeur généralless than a year
Propriété du PDG0.05%
Durée moyenne d'occupation des postes de direction3.5yrs
Durée moyenne du mandat des membres du conseil d'administration5.1yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha Jul 14

Organon & Co: Great Odds, Small Prize, Big Penalty

Summary OGN trades at $13.51 against Sun Pharma's $14.00 all-cash offer, leaving 49 cents for new buyers. The 3.7% spread works out to about 6% annualized if the deal closes in early 2027 as planned. If the deal falls through, expect significant downward pressure, and possible return to pre-announcement lows in single digits. We rate OGN a HOLD. Read the full article on Seeking Alpha
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Analyse de la rémunération des PDG

Comment la rémunération de Joe Morrissey a-t-elle évolué par rapport aux bénéfices de Organon?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Joe ($USD 5.77M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 6.98M ).

Rémunération et revenus: La rémunération de Joe a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.


PDG

Joe Morrissey (61 yo)

less than a year
Titularisation
US$5,772,848
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
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%
$ 408.8k
Jennifer Halchak
Head of Investor Relations5.5yrspas de donnéespas de données
Daniel Karp
Chief Strategy Officer & Head of Corporate Developmentno datapas de données0.026%
$ 942.2k
Aaron Falcione
Executive VP & Chief Human Resources Officer5.1yrspas de données0.039%
$ 1.4m
Vittorio Nisita
Executive VP and Head of Enterprise Services & Solutions5.1yrspas de données0.027%
$ 960.0k
Juliana Drinane
Head of Manufacturing & Supplyless than a yearpas de données0.013%
$ 452.3k
Nico Hoecke
Head of International Commercial1.5yrspas de donnéespas de données
3.5yrs
Durée moyenne de l'emploi
55yo
Âge moyen

Gestion expérimentée: L'équipe de direction de OGN est considérée comme expérimentée (ancienneté moyenne 3.5 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
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
Durée moyenne de l'emploi
65.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de OGN sont considérés comme expérimentés (ancienneté moyenne 5.1 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/31 04:41
Cours de l'action en fin de journée2026/07/31 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Organon & Co. est couverte par 14 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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