Organon（OGN）株式概要
オルガノン社は、米国、欧州、カナダ、日本、その他のアジア太平洋地域、中国、中南米、中東、ロシア、アフリカ、および国際的に、処方療法と医療機器を通じて女性の健康ソリューションを開発・提供している。 詳細
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Analyst Price Targets
Organon & Co. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$13.42 |
| 52週高値 | US$13.48 |
| 52週安値 | US$5.69 |
| ベータ | 1.55 |
| 1ヶ月の変化 | 51.81% |
| 3ヶ月変化 | 65.68% |
| 1年変化 | 54.43% |
| 3年間の変化 | -32.43% |
| 5年間の変化 | -62.20% |
| IPOからの変化 | -59.64% |
最新ニュース
Recent updates
ナラティブの更新 • 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.
ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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株主還元
| OGN | US Pharmaceuticals | US 市場 | |
|---|---|---|---|
| 7D | 0.4% | 1.9% | -0.8% |
| 1Y | 54.4% | 41.8% | 27.1% |
業界別リターン: OGN過去 1 年間で41.8 % の収益を上げたUS Pharmaceuticals業界を上回りました。
リターン対市場: OGN過去 1 年間で27.1 % の収益を上げたUS市場を上回りました。
価格変動
| OGN volatility | |
|---|---|
| OGN Average Weekly Movement | 14.7% |
| Pharmaceuticals Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: OGNの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: OGNの weekly volatility ( 15% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1923 | 10,000 | Joe Morrissey | www.organon.com |
オルガノン社は、米国、欧州、カナダ、日本、その他のアジア太平洋地域、中国、中南米、中東、ロシア、アフリカ、および海外で、処方療法と医療機器を通じて女性の健康ソリューションを開発・提供している。同社の女性用医薬品ポートフォリオには、長時間作用型可逆避妊薬Nexplanon、月1回使用する膣内避妊リングNuvaRing、妊娠を予防するCerazette、Marvelon、Mercilonなどの避妊・不妊治療ブランドがある；卵巣卵胞の発育を促進するフォリスチムAQ、卵胞刺激薬エロンバ、注射用拮抗薬ガニレリクス酢酸塩注射液、分娩後の異常子宮出血・下血治療薬ジェイダ、細菌性膣炎治療薬ザシアト。バイオシミラーのポートフォリオには、ブレンザイス、レンフレクシス、ハドリマなどの免疫学関連製品、オントルザント、アイビンチオなどの腫瘍学関連製品、遺伝子組換え抗RANKLヒトモノクローナル抗体であるビルディオス、ビルプレブダ、Neu受容体拮抗薬であるポヘルディなどがある。また、ゼチーア、エゼトロール、バイトリン、イネジー、アトーゼット、ロスゼット、ゾコールの各ブランドでコレステロール改善薬、高血圧症治療薬のコザール、ハイザール、シングレア、デュレラ、ゼンヘール、アスマネックスの各ブランドで喘息症状の抑制・予防を目的とした呼吸器系製品、ナゾネックス、クラリネックス、アエリウスの各ブランドで季節性アレルギー性鼻炎治療薬を提供している。さらに、Vtama、Diprosone、Eloconブランドの皮膚科製品、Fosamaxブランドの骨の健康製品、Arcoxia、Diprospan、Celestoneブランドの非オピオイド性疼痛管理製品、症候性前立腺肥大症治療薬Proscar、男性型脱毛症治療薬Propeciaも提供している。同社は医薬品卸売業者、小売業者、病院、診療所、政府機関、健康維持組織、薬局給付管理者、その他の機関にサービスを提供している。オルガノン社は1923年に設立され、ニュージャージー州ジャージーシティに本社を置いている。
Organon & Co. 基礎のまとめ
| OGN 基礎統計学 | |
|---|---|
| 時価総額 | US$3.53b |
| 収益（TTM） | US$246.00m |
| 売上高(TTM) | US$6.16b |
14.3x
PER（株価収益率0.6x
P/SレシオOGN は割高か？
公正価値と評価分析を参照収益と収入
| OGN 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.16b |
| 売上原価 | US$2.85b |
| 売上総利益 | US$3.32b |
| その他の費用 | US$3.07b |
| 収益 | US$246.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.94 |
| グロス・マージン | 53.84% |
| 純利益率 | 3.99% |
| 有利子負債／自己資本比率 | 948.9% |
OGN の長期的なパフォーマンスは？
過去の実績と比較を見る| Organon 配当日 | |
|---|---|
| 配当落ち日 | May 11 2026 |
| 配当支払日 | Jun 11 2026 |
| 配当落ちまでの日数 | 11 days |
| 配当支払日までの日数 | 20 days |
OGN 配当は確実ですか？
OGN 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 10:04 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Organon & Co. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Glen Santangelo | Barclays |
| Navann Ty Dietschi | BNP Paribas |
| Jason Matthew Gerberry | BofA Global Research |