View ValuationPerrigo 将来の成長Future 基準チェック /36Perrigo利益と収益がそれぞれ年間85.7%と0.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.8% 85.7%なると予測されています。主要情報85.7%収益成長率85.75%EPS成長率Pharmaceuticals 収益成長14.4%収益成長率0.7%将来の株主資本利益率6.83%アナリストカバレッジLow最終更新日07 May 2026今後の成長に関する最新情報お知らせ • May 08+ 1 more updatePerrigo Company plc Reaffirms Earnings guidance for the Fiscal Year 2026Perrigo Company plc reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects total net sales growth of -5.5% to -1.5%.お知らせ • Feb 26Perrigo Company plc Provides Earnings Targets for the Fiscal Year 2026Perrigo Company plc provided earnings targets for the fiscal year 2026. For the year, the company total net sales outlook of -5.5% to -1.5%, versus the prior year.Price Target Changed • Nov 06Price target decreased by 25% to US$24.50Down from US$32.50, the current price target is an average from 4 analysts. New target price is 64% above last closing price of US$14.93. Stock is down 45% over the past year. The company is forecast to post earnings per share of US$0.91 next year compared to a net loss per share of US$1.17 last year.お知らせ • Nov 05Perrigo Company plc Updates Earnings Guidance for the Full Year of 2025Perrigo Company plc updated earnings guidance for the full year of 2025. For the year, the company now expects net sales growth to be between negative 2.5% to negative 3.0% due primarily to infant formula industry dynamics and soft OTC consumption trends.Price Target Changed • Oct 16Price target decreased by 7.6% to US$33.50Down from US$36.25, the current price target is an average from 4 analysts. New target price is 56% above last closing price of US$21.53. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$0.38 next year compared to a net loss per share of US$1.17 last year.お知らせ • Aug 06Perrigo Company plc Reaffirms Earnings Guidance for the Fiscal Year 2025Perrigo Company plc reaffirmed earnings guidance for the fiscal year 2025. For the period, Company expects Reported net sales growth of 0% to 3%. Organic net sales growth of 1.5% to 4.5%.すべての更新を表示Recent updatesナラティブの更新 • May 09PRGO: Future Upside Will Hinge On Infant Nutrition TurnaroundAnalysts have trimmed the Perrigo price target to $16.50 from $17. This reflects updated views on modest revenue growth potential, slightly lower profit margins, and a higher assumed future P/E multiple, while keeping the discount rate essentially unchanged.お知らせ • May 08+ 1 more updatePerrigo Company plc Reaffirms Earnings guidance for the Fiscal Year 2026Perrigo Company plc reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects total net sales growth of -5.5% to -1.5%.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$2.81 loss per share (down from US$0.001 profit in 1Q 2025). Revenue: US$969.2m (down 7.2% from 1Q 2025). Net loss: US$389.9m (down US$390.0m from profit in 1Q 2025). Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 8.6% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.ライブニュース • May 06Perrigo Faces Formula Probe and Production Challenges as Earnings Preview ApproachesPerrigo is under investigation over alleged misconduct in its infant formula business, including claims of misleading disclosures and underinvestment in facilities acquired from Nestlé. The company faces securities litigation tied to alleged overstated financial results, higher remediation and production costs, and lowered financial guidance related to the infant formula segment. Perrigo plans to report Q1 2026 results on May 6, with analysts expecting EPS of $0.31 on about US$1.03b of revenue and pointing to pressure from pricing, competition, and operational issues. For investors, the key tension is between the legal and operational overhang in infant formula and the upcoming earnings update. The internal investigation and the strategic review of the formula segment suggest that management is reassessing how this business fits with the broader portfolio and what it may cost to address existing issues. Analyst EPS estimates have been cut by 41.5% over the past 90 days, which indicates reduced confidence in near-term profitability. The Q1 report and conference call are expected to focus on three areas: the scale and timing of remediation spending in infant formula, any change in guidance tied to that segment, and how pricing and competition are affecting margins across Perrigo’s consumer health operations. The clarity of management’s commentary on these points may matter as much as the headline numbers.Declared Dividend • May 01Fourth quarter dividend of US$0.29 announcedDividend of US$0.29 is the same as last year. Ex-date: 29th May 2026 Payment date: 5th June 2026 Dividend yield will be 9.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Seeking Alpha • Apr 28Perrigo: Positioning Through A Thesis ResetSummary Perrigo was our biggest loser in 2025 at -46%, and the pain continued into Q1. What was once viewed as a cyclical headwind now appears more structural, as the infant formula business has struggled to regain market share and shelf space. While we added to the position, it remains on the smaller side of our core holdings, balancing what has been a more challenging path than we initially expected with what we view as a business near its bottom. Read the full article on Seeking Alphaお知らせ • Apr 22Perrigo Company plc to Report Q1, 2026 Results on May 06, 2026Perrigo Company plc announced that they will report Q1, 2026 results Pre-Market on May 06, 2026ナラティブの更新 • Apr 22PRGO: Future Upside Will Depend On Infant Nutrition Recovery TrajectoryAnalysts have trimmed their price targets on Perrigo to a range of about $15 to $17, reflecting updated views on softer infant nutrition trends, along with ongoing share gains in private label and key branded products. Analyst Commentary Recent research on Perrigo centers on how well management can balance areas of weakness in infant nutrition with ongoing share gains in private label and key branded products, and how that balance feeds into valuation around the mid-teens price target range.ナラティブの更新 • Apr 08PRGO: Future Upside Will Depend On Infant Nutrition Recovery And Share GainsAnalysts have reduced Perrigo's average price target by $3, citing continued pressure in the infant nutrition business, while other product lines show steadier performance and share gains. Analyst Commentary Recent commentary on Perrigo focuses on how management is handling pressure in infant nutrition while trying to keep the rest of the portfolio on track.ナラティブの更新 • Mar 25PRGO: Infant Nutrition Headwinds Will Shape Future Earnings Power NarrativeAnalysts have reduced the Perrigo price target to $15 from $27, reflecting updated assumptions for lower revenue growth, slimmer profit margins, a higher discount rate, and a higher future P/E multiple in their models. Analyst Commentary Across recent research updates, bearish analysts have taken a more cautious stance on Perrigo, concentrating on where execution and growth trends may not fully support prior valuation assumptions.お知らせ • Mar 23Perrigo Company plc, Annual General Meeting, Apr 30, 2026Perrigo Company plc, Annual General Meeting, Apr 30, 2026. Location: 25 north wall quay, dublin, d01 h104, ireland., United Statesナラティブの更新 • Mar 09PRGO: Future Upside Will Hinge On Infant Nutrition Business StabilizationPerrigo's updated analyst price target has been reduced from $21 to $17, as analysts factor in softer revenue expectations, lower projected profit margins, a higher discount rate, and recent Street research pointing to pressure in the infant nutrition business even as other segments hold up. Analyst Commentary Recent Street research on Perrigo points to a mixed setup, with price targets moving lower but differing views on how much of the pressure is already reflected in valuation.New Risk • Feb 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 107% Dividend yield: 8.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$10.13 loss per share (further deteriorated from US$1.17 loss in FY 2024). Revenue: US$4.25b (down 2.8% from FY 2024). Net loss: US$1.40b (loss widened US$1.24b from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 8.4% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • Feb 26Perrigo Company plc Provides Earnings Targets for the Fiscal Year 2026Perrigo Company plc provided earnings targets for the fiscal year 2026. For the year, the company total net sales outlook of -5.5% to -1.5%, versus the prior year.ナラティブの更新 • Feb 23PRGO: Index Reclassification And Modeling Shifts Will Shape Future Upside PotentialNarrative Update on Perrigo Analysts kept their Perrigo fair value estimate steady at $28.00 while slightly adjusting inputs such as discount rate, revenue growth, profit margin, and future P/E. This reflects updated modeling rather than a major shift in their outlook.Declared Dividend • Feb 22Third quarter dividend of US$0.29 announcedDividend of US$0.29 is the same as last year. Ex-date: 2nd March 2026 Payment date: 24th March 2026 Dividend yield will be 7.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (61% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.お知らせ • Feb 20Perrigo Announces Quarterly Dividend, Payable on March 24, 2026Perrigo Company plc announced that its Board of Directors has approved a quarterly dividend of $0.29 per share, or $1.16 per share on an annualized basis. The cash dividend is payable on March 24, 2026, to shareholders of record on March 2, 2026.お知らせ • Feb 13Perrigo Company plc to Report Q4, 2025 Results on Feb 26, 2026Perrigo Company plc announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026ナラティブの更新 • Feb 08PRGO: Index Reclassification And Lawsuit Risk Will Shape Future Upside PotentialAnalysts have reduced their price target on Perrigo from US$40 to US$28, citing updated assumptions that reflect a higher discount rate, more muted revenue growth and profit margins, and a modestly higher future P/E multiple in line with broader sector target resets. Analyst Commentary Bullish analysts looking at companies with adjusted price targets are generally focusing on how revised assumptions around discount rates, growth, and margins flow through to valuation, rather than short term share price moves.ナラティブの更新 • Jan 25PRGO: Future Upside Will Depend On Infant Nutrition Business Review ExecutionNarrative Update The analyst price target on Perrigo has been reduced by $12 to $20. Analysts are factoring in slower infant formula recovery, competitive pressure, and less certain over-the-counter trends, which are contributing to slightly weaker growth, margins, and a higher assumed future P/E multiple.ナラティブの更新 • Jan 11PRGO: Future Upside Will Hinge On Infant Nutrition Business Review ExecutionNarrative Update: Perrigo Analysts have cut their price target on Perrigo to $20 from $32, reflecting reduced revenue growth and profit margin expectations, slower progress in the infant formula and over the counter businesses, and a modest adjustment to the assumed future P/E multiple. Analyst Commentary The recent reset in expectations on Perrigo centers on slower progress in key growth areas and a reassessment of what investors are willing to pay for the shares, reflected in the lower price target to $20 from $32 and a downgrade to Neutral by JPMorgan following the Q3 report.ナラティブの更新 • Dec 27PRGO: Future Upside Will Depend On Infant Formula Recovery ExecutionAnalysts have modestly reduced their price target on Perrigo to $21.00 from $21.50, citing increased near term business uncertainty, a slower than expected recovery in infant formula amid heightened competition, and mixed over the counter market trends. Analyst Commentary Recent commentary from JPMorgan underscores a shift to a more cautious stance on Perrigo, with the firm cutting its rating to Neutral and trimming its price target to $20 from $32 following the Q3 report.ナラティブの更新 • Dec 13PRGO: Future Upside Will Depend On Infant Formula Business ResolutionAnalysts have lowered their price target on Perrigo to $20 from $32 as they factor in slower than expected recovery in the infant formula segment, rising competitive pressures, and increased uncertainty around over the counter market trends over the next year. Analyst Commentary Bullish analysts highlight that Perrigo's core franchise remains intact despite near term turbulence.ナラティブの更新 • Nov 28PRGO: Future Recovery Will Depend On Resolution Of Infant Formula ChallengesAnalysts have lowered their price target for Perrigo from $32 to $20, citing increased uncertainty and a slower than expected recovery in the company's infant formula business as key factors behind the shift. Analyst Commentary Analysts have provided mixed commentary on Perrigo following its recent quarterly report, reflecting both opportunities and challenges that could influence the company's valuation and long-term growth prospects.Upcoming Dividend • Nov 21Upcoming dividend of US$0.29 per shareEligible shareholders must have bought the stock before 28 November 2025. Payment date: 16 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 9.5%. Within top quartile of American dividend payers (4.6%). Higher than average of industry peers (2.2%).お知らせ • Nov 18Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit on Behalf of Perrigo Company plc ShareholdersGlancy Prongay & Murray LLP (GPM), announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned French v. Perrigo Company plc, et al., Case No. 1:25-cv-09596, on behalf of persons and entities that purchased or otherwise acquired Perrigo Company plc (Perrigo or the Company) securities between February 27, 2023 and November 4, 2025, inclusive (the Class Period). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the Exchange Act). Investors are hereby notified that they have 60 days from the date of this notice to move the Court to serve as lead plaintiff in this action. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that the infant formula business acquired from Nestlé suffered from significant underinvestment in maintenance, operational improvements, and repairs; (2) that Perrigo needed to make substantial capital and operational expenditures above the Company’s outwardly stated cost estimates to remediate the infant formula business; (3) that there were significant manufacturing deficiencies in the facility for the Company’s infant formula business; (4) that, as a result of the foregoing, the Company’s financial results, including earnings and cash flow, were overstated; and (5) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.ナラティブの更新 • Nov 14PRGO: Recovery Momentum Will Improve As Infant Formula Pressures EaseAnalysts have lowered their price target for Perrigo from $32.50 to $21.50 per share. They cite increased uncertainty around recovery in the infant formula business and challenging trends in the over-the-counter market.分析記事 • Nov 07Perrigo Company plc (NYSE:PRGO) Not Doing Enough For Some Investors As Its Shares Slump 31%Perrigo Company plc ( NYSE:PRGO ) shareholders that were waiting for something to happen have been dealt a blow with a...Price Target Changed • Nov 06Price target decreased by 25% to US$24.50Down from US$32.50, the current price target is an average from 4 analysts. New target price is 64% above last closing price of US$14.93. Stock is down 45% over the past year. The company is forecast to post earnings per share of US$0.91 next year compared to a net loss per share of US$1.17 last year.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$0.092 (up from US$0.13 loss in 3Q 2024). Revenue: US$1.04b (down 4.1% from 3Q 2024). Net income: US$12.7m (up US$30.3m from 3Q 2024). Profit margin: 1.2% (up from net loss in 3Q 2024). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 05Perrigo Company plc Updates Earnings Guidance for the Full Year of 2025Perrigo Company plc updated earnings guidance for the full year of 2025. For the year, the company now expects net sales growth to be between negative 2.5% to negative 3.0% due primarily to infant formula industry dynamics and soft OTC consumption trends.Declared Dividend • Nov 02Second quarter dividend of US$0.29 announcedShareholders will receive a dividend of US$0.29. Ex-date: 28th November 2025 Payment date: 16th December 2025 Dividend yield will be 5.6%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (65% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.ナラティブの更新 • Oct 31PRGO: Profit Margins And Operational Strength Will Support Long-Term Upside PotentialAnalysts have lowered their price target for Perrigo from $33.50 to $32.50. They cite modestly slower projected revenue growth, although profit margins and discount rate assumptions remain stable.お知らせ • Oct 29Perrigo Company plc Declares Quarterly Dividend, Payable on December 16, 2025Perrigo Company plc announced that its Board of Directors declared a quarterly dividend of $0.290 per share, payable on December 16, 2025, to shareholders of record on November 28, 2025.お知らせ • Oct 22Perrigo Company plc to Report Q3, 2025 Results on Nov 05, 2025Perrigo Company plc announced that they will report Q3, 2025 results on Nov 05, 2025ナラティブの更新 • Oct 16Store-brand Adoption And Self-Care Trends Will Expand The OTC MarketNarrative Update on Perrigo Price Target Analysts have lowered their price target for Perrigo from $34.25 to $33.50. They cite minor shifts in projected revenue growth and discount rates as key inputs for this downward revision.Price Target Changed • Oct 16Price target decreased by 7.6% to US$33.50Down from US$36.25, the current price target is an average from 4 analysts. New target price is 56% above last closing price of US$21.53. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$0.38 next year compared to a net loss per share of US$1.17 last year.Upcoming Dividend • Aug 22Upcoming dividend of US$0.29 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 16 September 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.7%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (2.6%).ナラティブの更新 • Aug 08Store-brand Adoption And Self-Care Trends Will Expand The OTC MarketWith both Perrigo’s discount rate and future P/E multiple remaining effectively unchanged, analysts have held their consensus price target steady at $34.25. What's in the News Perrigo reaffirmed fiscal year 2025 earnings guidance, expecting reported net sales growth of 0% to 3% and organic net sales growth of 1.5% to 4.5%.Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.004 loss per share (improved from US$0.77 loss in 2Q 2024). Revenue: US$1.06b (flat on 2Q 2024). Net loss: US$500.0k (loss narrowed 100% from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 06Perrigo Company plc Reaffirms Earnings Guidance for the Fiscal Year 2025Perrigo Company plc reaffirmed earnings guidance for the fiscal year 2025. For the period, Company expects Reported net sales growth of 0% to 3%. Organic net sales growth of 1.5% to 4.5%.Declared Dividend • Aug 03First quarter dividend of US$0.29 announcedShareholders will receive a dividend of US$0.29. Ex-date: 29th August 2025 Payment date: 16th September 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.お知らせ • Jul 31Perrigo Company plc Declares Quarterly Dividend, Payable on September 16, 2025Perrigo Company plc announced that its Board of Directors declared a quarterly dividend of $0.290 per share, payable on September 16, 2025, to shareholders of record on August 29, 2025.お知らせ • Jul 23Perrigo Company plc to Report Q2, 2025 Results on Aug 06, 2025Perrigo Company plc announced that they will report Q2, 2025 results on Aug 06, 2025Recent Insider Transactions Derivative • Jul 15President exercised options to buy US$381k worth of stock.On the 10th of July, Patrick Lockwood-Taylor exercised 28.33k options to receive shares at no cost, then sold around 14.23k of them at US$27.27 each and kept the remainder. Since March 2025, Patrick's direct individual holding has increased from 55.87k shares to 67.26k. Company insiders have collectively bought US$505k more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Jul 15KKR & Co. Inc. (NYSE:KKR) entered into a Master Sale and Purchase Agreement to acquire Aco Hud Nordic AB and Assets related to Dermacosmetics Business of Perrigo Company plc, Perrigo Pharma Holding Nederland BV, and Perrigo Holding NV for approximately €330 million.KKR & Co. Inc. (NYSE:KKR) entered into a Master Sale and Purchase Agreement to acquire Aco Hud Nordic AB and Assets related to Dermacosmetics Business of Perrigo Company plc, Perrigo Pharma Holding Nederland BV, and Perrigo Holding NV for approximately €330 million on July 13, 2025. Under the terms of the transaction, KKR & Co. Inc will pay €210 million for the shares of Aco Hud Nordic AB and €90 million for the assets to be acquired, subject to customary adjustments for inventory, working capital, debt and cash. Additionally, KKR & Co. Inc. will pay an earnout payment of up to €27 million cash in relation to the financial performance of the ACO Brand and the Biodermal Brand in the financial years 2025, 2026, and 2027. In case of termination of transaction, KKR & Co. Inc. will pay a termination fee of €15 million. For the period ending December 31, 2024, Aco Hud Nordic AB and the Assets related to Dermacosmetics Business of Perrigo Company plc reported total revenue of €125 million. The transaction is subject to the satisfaction or waiver of customary closing conditions, including, among others: (1) receipt of regulatory approvals in certain jurisdictions, (2) consummation of pre-closing restructuring transactions with respect to the Target, (3) completion of works council consultation procedures in certain countries and (4) the closing of KKR’s previously announced proposed acquisition of Karo Healthcare. The expected completion of the transaction is in the first quarter of 2026. Expected net proceeds from the transaction would be directed towards previously announced capital allocation priorities, including further strengthening the Perrigo Company’s balance sheet and supporting long-term value creation. Latham & Watkins LLP acted as legal advisor for Perrigo Company. Alvaro Membrillera, Anna Van de moortel, Ian Barratt, Natasha Smith, and Brett Ackerman of Kirkland & Ellis acted as legal advisor for KKR & Co. Inc. Greenhill & Co., Inc. acted as financial advisor for Perrigo Company.お知らせ • Jul 02Perrigo Company plc Announces Executive ChangesPerrigo Company plc announced that to support this alignment, including category strategy execution, go-to-market excellence and global demand generation across all regions, Roberto Khoury has been appointed EVP and Chief Commercial Officer. Mr. Khoury has a strong track record of success leading Perrigo's CSCI business and will play a key role in aligning commercial functions with the new global category model. Mr. Khoury will assume responsibility for operating results in both CSCI and CSCA and will partner closely with David Ball, EVP and Chief Brand and Digital Officer, who is responsible for global category leadership. As part of this alignment, the roles of EVP and President CSCI and EVP and President CSCA will be discontinued. Triona Schmelter will depart the organization and be available on a consultative basis until October 31, 2025. Perrigo extends its sincere gratitude for her leadership and contributions over the past two years, including the launch of Opill which was a significant inflection point for CSCA and women's reproductive health in the U.S.分析記事 • Jun 25Insufficient Growth At Perrigo Company plc (NYSE:PRGO) Hampers Share PriceWith a price-to-sales (or "P/S") ratio of 0.8x Perrigo Company plc ( NYSE:PRGO ) may be sending very bullish signals at...お知らせ • Jun 05Perrigo Company plc Announces Executive ChangesPerrigo Company plc announced the appointment of Matt Winterman as Executive Vice President, Product Supply, Operations Strategy and Transformation Officer, effective June 23, 2025. Mr. Winterman succeeds Ron Janish, who will retire from the Company on September 30, 2025, following a distinguished career at Perrigo spanning more than two decades. Throughout his tenure, Mr. Janish played an integral role in advancing and aligning the Company's supply chain with its transformation to a consumer self-care leader and steering its Supply Chain Reinvention program, which significantly reduced portfolio complexity and improved forecast accuracy. Mr. Winterman brings more than 20 years of global supply chain and strategy leadership to Perrigo. Most recently, he served as SVP of Global Supply Chain and Strategy at AstraZeneca, overseeing a $54 billion supply chain across 5,000 SKUs. He also served as Global Head of end-to-end Supply Chain at Roche Holding AG, and prior to that in roles of increasing responsibility for technical operations strategy and supply chain performance at GSK plc. Mr. Winterman graduated with a Bachelor of Science degree in Economics from the University of Bristol.Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Egan was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 23Upcoming dividend of US$0.29 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 17 June 2025. The company is not currently making a profit and its cash payout ratio is 93%. Trailing yield: 4.4%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.8%).新しいナラティブ • May 11Americas Awards And Supply Chain Savings Will Fuel Future Performance Strategic investments in OTC brands and enhanced supply chain efficiencies are poised to improve Perrigo's operating margins and revenue growth. Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.001 (vs US$0.03 in 1Q 2024)First quarter 2025 results: EPS: US$0.001 (down from US$0.03 in 1Q 2024). Revenue: US$1.04b (down 3.5% from 1Q 2024). Net income: US$100.0k (down 98% from 1Q 2024). Profit margin: 0% (down from 0.4% in 1Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.お知らせ • May 07+ 1 more updatePerrigo Company plc Revises Earnings Guidance for the Fiscal Year 2025Perrigo Company plc revised earnings guidance for the fiscal year 2025. For the period, Company expects Reported net sales growth of 0% to 3%, from 1% to 3%. Organic net sales growth of 1.5% to 4.5%, from 2.5% to 4.5%.Declared Dividend • May 04Fourth quarter dividend of US$0.29 announcedShareholders will receive a dividend of US$0.29. Ex-date: 30th May 2025 Payment date: 17th June 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.お知らせ • Apr 30Perrigo Company plc Announces Quarterly Dividend, Payable on June 17, 2025Perrigo Company plc announced that its Board of Directors declared a quarterly dividend of $0.290 per share, payable on June 17, 2025, to shareholders of record on May 30, 2025.分析記事 • Apr 28Is Perrigo (NYSE:PRGO) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Apr 24Perrigo: Opill Shows Where The Company Wants To BeSummary Perrigo's transformation from a low-margin generics manufacturer to a branded consumer self-care company hinges on the success of products like Opill and Mederma. Despite short-term revenue declines, Perrigo's margin expansion and cost-saving initiatives show promise for long-term growth and strategic focus. The company's financial health is under pressure, with high leverage and volatile infant formula business posing significant risks. PRGO is a potential buy for long-term investors willing to accept the risks and rewards of a company in transition. Read the full article on Seeking Alphaお知らせ • Apr 24Perrigo Company plc to Report Q1, 2025 Results on May 07, 2025Perrigo Company plc announced that they will report Q1, 2025 results on May 07, 2025Recent Insider Transactions Derivative • Apr 11President exercised options to buy US$281k worth of stock.On the 4th of April, Patrick Lockwood-Taylor exercised 17.84k options to receive shares at no cost, then sold around 6.45k of them at US$26.31 each and kept the remainder. Since September 2024, Patrick's direct individual holding has increased from 45.41k shares to 67.26k. Company insiders have collectively bought US$589k more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Mar 12Perrigo Company plc, Annual General Meeting, May 01, 2025Perrigo Company plc, Annual General Meeting, May 01, 2025. Location: 70 sir john rogerson`s quay, grand canal dock, d02 r296, dublin 2 IrelandReported Earnings • Feb 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$1.17 loss per share (further deteriorated from US$0.033 loss in FY 2023). Revenue: US$4.37b (down 6.1% from FY 2023). Net loss: US$160.7m (loss widened US$156.3m from FY 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Feb 28Perrigo's (NYSE:PRGO) Shareholders Will Receive A Bigger Dividend Than Last YearPerrigo Company plc's ( NYSE:PRGO ) periodic dividend will be increasing on the 25th of March to $0.29, with investors...お知らせ • Feb 28Perrigo Company plc Provides Earnings Targets for the Fiscal Year 2025Perrigo Company plc provided earnings targets for the fiscal year 2025. For the year, the company targets all-in net sales growth to be between 1% to 3%. Organic net sales growth to be between 2.5% to 4.5%.Declared Dividend • Feb 23Third quarter dividend increased to US$0.29Dividend of US$0.29 is 5.1% higher than last year. Ex-date: 7th March 2025 Payment date: 25th March 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.お知らせ • Feb 20Perrigo Company plc Increases Its Quarterly Dividend, Payable on March 25, 2025Perrigo Company plc announced that its Board of Directors has approved a 5% increase in the Company's quarterly dividend to $0.290 per share, or $1.16 per share on an annual basis, up from $0.276 per share. This marks the 22nd consecutive year Perrigo has increased its dividend. The cash dividend is payable on March 25, 2025, to shareholders of record on March 7, 2025.分析記事 • Feb 06Improved Revenues Required Before Perrigo Company plc (NYSE:PRGO) Shares Find Their FeetWith a price-to-sales (or "P/S") ratio of 0.8x Perrigo Company plc ( NYSE:PRGO ) may be sending bullish signals at the...お知らせ • Jan 31Perrigo Company plc to Report Q4, 2024 Results on Feb 27, 2025Perrigo Company plc announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2025Seeking Alpha • Jan 28Perrigo Paves The Way For Recovery With Margin FocusSummary Perrigo is a focused OTC consumer healthcare player, slimming down operations and enhancing margins under new management, with a 4.6% dividend yield. Despite short-term pressures from a weak cold-and-flu season and infant formula production issues, PRGO is positioned for recovery and growth by 2026. The company is exploring new markets with a 'disruptive growth' team, focusing on women's health and GLP-1 side effect relief, aiming for mid-single-digit growth. PRGO's Project Energize targets $150 million in annual savings by 2026, with significant debt management and a stable dividend, making it a solid dividend stock. Read the full article on Seeking AlphaSeeking Alpha • Jan 20Perrigo: A Consumer Health Company Close To An Inflection PointSummary Perrigo's strategic focus on consumer self-care products and divestment of non-core assets positions it for strong growth and higher margins. The company's extensive product range and regulatory expertise provide a competitive advantage, especially in the OTC pharmaceutical market. Recent management changes and operational improvements, including cost-cutting initiatives and supply chain optimization, are expected to drive significant earnings growth. Perrigo's launch of Opill, the first OTC birth control pill, and the turnaround of its infant formula business, present substantial future growth opportunities. Read the full article on Seeking Alphaお知らせ • Jan 17Perrigo Company plc Appoints Jonas Samuelson to as A Member of Board of Directors and Audit Committee and the Nominating and Governance CommitteeOn January 15, 2025, the Board of Directors of Perrigo Company plc appointed Jonas Samuelson to serve as a member of the Company’s board of directors effective as of January 15, 2025. Mr. Samuelson will also serve on the Audit Committee and the Nominating and Governance Committee of the Board. Mr. Samuelson brings substantial CEO, CFO and Board experience from both public and private companies. Most recently, he served as President, CEO and board member of AB Electrolux, where he also previously served as CFO for the Electrolux Group. Additionally, Mr. Samuelson served as CFO and Executive Vice President for Munters AB and held leadership roles in commercial finance, treasury and business planning and analysis with General Motors and Saab Automobile AB.お知らせ • Jan 06Perrigo Company plc Appoints Abbie Lennox as Executive Vice President and Chief Scientific OfficerPerrigo Company plc announced the expansion of its Chief Scientific Office by uniting and integrating all global quality, pharmacovigilance, patient safety, regulatory affairs and innovation teams, enhancing organizational agility and scale. This expansion also further supports the Company's consumer-led innovation pipeline. To lead this expanded office, the Company has appointed Abbie Lennox as Executive Vice President and Chief Scientific Officer. Ms. Lennox is an experienced consumer self-care leader with a successful track record of driving regulatory excellence, product life cycle management and new product innovation across well-known consumer self-care portfolios. Ms. Lennox joins Perrigo from Bayer where she served as Executive Board Member and Chief Trust and Science Officer, responsible for leading the regulatory, medical affairs, safety and quality teams. She led multiple innovation launches – both product and claim-based – across global product categories, including cardio, digestive health, allergy, cough, cold, pain, dermatology, women's health, VMS (Vitamins, Minerals and Supplements) and Rx-to-OTC switches. Specifically, Ms. Lennox provided scientific leadership for the U.S. Rx-to-OTC switch for Astepro, emphasizing consumer-centric claims supported by robust medical insights. She also led the introduction of Rennie Gum, the first European OTC chewing gum for digestive health, by navigating rigorous clinical and registration requirements while prioritizing consumer experience. Prior to her time at Bayer, she served in regulatory affairs leadership roles with Reckitt Benckiser, where she advanced their regulatory approach to pipeline delivery across multiple health and wellness brands. Ms. Lennox holds a First Class BSc (Honors) degree in Biomedical Science and Chemistry from De Montfort University. Alison Ives, who previously served as Chief Scientific Officer, has been appointed to lead a newly formed Disruptive Growth Team focused on identifying and pursuing emerging growth opportunities through category disruption and entering new markets. After successfully serving as Perrigo's Chief Scientific Officer, along with more than 20 years of experience in science-focused roles, Ms. Ives has deep expertise to unlock emerging growth opportunities.Recent Insider Transactions • Dec 11Independent Director recently sold US$497k worth of stockOn the 9th of December, Jeffrey Kindler sold around 18k shares on-market at roughly US$28.27 per share. This transaction amounted to 76% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.5m more than they bought in the last 12 months.分析記事 • Dec 06Is Perrigo (NYSE:PRGO) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Nov 22Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 29 November 2024. Payment date: 17 December 2024. The company is not currently making a profit and its cash payout ratio is 96%. Trailing yield: 4.1%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (2.5%).Seeking Alpha • Nov 19Perrigo Company: Great Combination Of Future Growth With A Low ValuationSummary Perrigo's long-term growth is driven by strategic initiatives like Project Energize, aiming for $140-$170 million in annualized savings by 2026. The company's reinvestments in leadership and IT, adding 200 years of consumer experience, are crucial for sustainable growth. Perrigo's supply chain reinvention program has already achieved $72 million in gross savings, enhancing cash flow and operational efficiency. The stock's valuation remains attractive, as technical indicators point to a rising stock price, making it a compelling investment opportunity. Read the full article on Seeking AlphaNew Risk • Nov 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 96% Dividend yield: 4.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 96% Minor Risk Significant insider selling over the past 3 months (US$1.6m sold).Reported Earnings • Nov 07Third quarter 2024 earnings released: US$0.13 loss per share (vs US$0.11 profit in 3Q 2023)Third quarter 2024 results: US$0.13 loss per share (down from US$0.11 profit in 3Q 2023). Revenue: US$1.09b (down 3.2% from 3Q 2023). Net loss: US$17.6m (down 214% from profit in 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Nov 07Perrigo Company plc Provides Revenue Guidance for the Fiscal Year 2024Perrigo Company plc provided revenue guidance for the fiscal year 2024. For the year, the company expects organic net sales and reported net sales outlooks towards the lower end of its previously stated ranges of organic net sales growth versus the prior year of -3% to -1% and reported net sales growth versus the prior year of -5% to -3%. The Company continues to expect gross and operating margin expansion compared to the prior year.分析記事 • Nov 07Perrigo (NYSE:PRGO) Has Announced A Dividend Of $0.276The board of Perrigo Company plc ( NYSE:PRGO ) has announced that it will pay a dividend of $0.276 per share on the...Declared Dividend • Nov 06Second quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 29th November 2024 Payment date: 17th December 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.お知らせ • Nov 02Perrigo Company plc Announces Quarterly Dividend, Payable on December 17, 2024Perrigo Company plc announced that its Board of Directors declared a quarterly dividend of $0.276 per share, payable on December 17, 2024, to shareholders of record on November 29, 2024.お知らせ • Oct 23Perrigo Company plc to Report Q3, 2024 Results on Nov 06, 2024Perrigo Company plc announced that they will report Q3, 2024 results on Nov 06, 2024分析記事 • Oct 18Improved Revenues Required Before Perrigo Company plc (NYSE:PRGO) Shares Find Their FeetWith a price-to-sales (or "P/S") ratio of 0.8x Perrigo Company plc ( NYSE:PRGO ) may be sending very bullish signals at...お知らせ • Sep 04Perrigo Company plc Appoints Charles Atkinson, as Executive Vice President, General Counsel and SecretaryPerrigo Company plc announced the appointment of Charles Atkinson as Executive Vice President, General Counsel and Secretary. He is a skilled lawyer with nearly 25 years of experience, mostly within the regulated consumer self-care industry. Mr. Atkinson joins Perrigo after a successful career at Haleon plc and its prior parent, GSK plc, most recently serving as Interim General Counsel for Haleon. During his 20-plus year combined tenure at Haleon/GSK, Mr. Atkinson successfully advised across numerous transactions and integrations, including the creation of Haleon and subsequent separation from its parent shareholders GSK and Pfizer. He has also served as global head of corporate legal and was lead counsel for various parts of the self-care business, including supply chain, R&D and innovation, business development, and intellectual property. This included managing the lifecycle of regulated healthcare products, advising GSK's largest self-care business and providing counsel for product development, including leading the switch for Flonase® to over-the-counter status. He obtained his law degree from University College London. Todd Kingma, who came out of retirement to serve as Interim Executive Vice President, General Counsel & Secretary, will work with Mr. Atkinson through a transitionary period. Mr. Kingma's intimate knowledge of Perrigo and its global team will allow for a highly seamless transition.Upcoming Dividend • Aug 23Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 17 September 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.8%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (2.1%).Recent Insider Transactions • Aug 23Advisor recently sold US$969k worth of stockOn the 20th of August, Svend Andersen sold around 35k shares on-market at roughly US$27.69 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$282k more than they sold in the last 12 months.分析記事 • Aug 21Perrigo (NYSE:PRGO) Is Due To Pay A Dividend Of $0.276The board of Perrigo Company plc ( NYSE:PRGO ) has announced that it will pay a dividend of $0.276 per share on the...お知らせ • Aug 19Perrigo Company plc Appoints David Ball as Executive Vice President and Chief Brand and Digital OfficerPerrigo Company plc announced the appointment of Dr. David Ball as Executive Vice President and Chief Brand and Digital Officer. In this newly created position, Dr. Ball will be responsible for an enterprise-wide marketing strategy that incorporates deep understanding of consumer needs and translates those into winning brand strategies, tactics, and actions. He will also evaluate untapped market opportunities and develop strategies to scale the Company's brand-building efforts. Dr. Ball brings over 15 years of global consumer goods experience, spanning various commercial roles, including brand management, marketing, innovation, and research and development. He joins Perrigo from Bayer Consumer Healthcare, where he served as General Manager and Vice President of Marketing for the Digestive Health business in North America, achieving record financial performance. He also played a key role in Bayer's acquisition of a direct-to-consumer healthcare technology company and helped establish a transformative "white space" incubator group. Prior to Bayer, Dr. Ball spent a decade at Procter and Gamble in leadership positions across multiple business units and functions. Dr. Ball holds a PhD in Biophysics and Genetics from Sheffield University in England, which adds a unique dimension to his consumer goods expertise. His scientific background, combined with his experience in biotechnology, provides a valuable perspective on innovation and sustainable practices.Seeking Alpha • Aug 16The Play On PerrigoSummary Perrigo Company plc's shares recently hit a 15-year low due to issues at infant formula facilities, but efficiency initiatives and Opill launch show promise. The company is focused on becoming more efficient through SKU prioritization and cost-saving initiatives, despite challenges with infant formula facilities. Perrigo's Q2 results were mixed, with reduced sales guidance for FY2024, but analysts remain bullish on the stock, expecting growth in earnings and revenue in FY2025. An updated analysis around Perrigo follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Aug 07Perrigo (NYSE:PRGO) Has Announced A Dividend Of $0.276Perrigo Company plc ( NYSE:PRGO ) will pay a dividend of $0.276 on the 17th of September. Based on this payment, the...Declared Dividend • Aug 05Second quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 30th August 2024 Payment date: 17th September 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Reported Earnings • Aug 04Second quarter 2024 earnings released: US$0.77 loss per share (vs US$0.066 profit in 2Q 2023)Second quarter 2024 results: US$0.77 loss per share (down from US$0.066 profit in 2Q 2023). Revenue: US$1.07b (down 11% from 2Q 2023). Net loss: US$105.7m (down US$114.6m from profit in 2Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Aug 02+ 1 more updatePerrigo Company plc Reports Impairment Charges for the Second Quarter Ended June 29, 2024Perrigo Company plc reported impairment charges for the second quarter ended June 29, 2024. For the period, the company reported goodwill impairment charge of $22.1 million.業績と収益の成長予測NYSE:PRGO - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,17471406449312/31/20274,099161381420412/31/20264,056-2225020843/28/20264,178-1,792113189N/A12/31/20254,253-1,402149239N/A9/27/20254,282-29262376N/A6/28/20254,326-59247366N/A3/29/20254,335-165172300N/A12/31/20244,373-161237363N/A9/28/20244,392-147157259N/A6/29/20244,428-114234341N/A3/30/20244,5561301385N/A12/31/20234,656-4324406N/A9/30/20234,65411311383N/A7/1/20234,630-57255317N/A4/1/20234,559-131152248N/A12/31/20224,452-131214307N/A10/1/20224,401-86-10216N/A7/2/20224,344-88162301N/A4/2/20224,203-135112235N/A12/31/20214,139-131-63156N/A10/2/20214,087-215128372N/A7/3/20214,047-135-15791N/A4/3/20214,015-11214465N/A12/31/20204,08844435636N/A9/26/20204,35877371615N/A6/27/20204,546143406692N/A3/28/20204,746140136465N/A12/31/20193,870159N/A388N/A9/28/20194,710247N/A493N/A6/29/20194,65287N/A497N/A3/30/20194,689114N/A515N/A12/31/20184,732131N/A593N/A9/29/20184,820123N/A616N/A6/30/20184,918235N/A668N/A3/31/20184,969129N/A677N/A12/31/20174,946120N/A699N/A9/30/20174,994-1,313N/A688N/A7/1/20175,025-2,947N/A711N/A4/1/20175,127-3,412N/A751N/A12/31/20165,281-4,013N/A655N/A10/1/20165,308-2,872N/A596N/A7/2/20165,320-1,021N/A431N/A4/2/20165,395-509N/A683N/A12/31/20155,015-2N/A764N/A9/26/20154,997144N/A1,139N/A6/27/20154,227136N/A855N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PRGOは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: PRGO今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: PRGO今後 3 年以内に収益を上げることが予想されます。収益対市場: PRGOの収益 ( 0.7% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: PRGOの収益 ( 0.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PRGOの 自己資本利益率 は、3年後には低くなると予測されています ( 6.8 %)。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance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2026/05/18 12:18終値2026/05/15 00:00収益2026/03/28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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Perrigo Company plc 4 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。32 アナリスト機関Jasper HellwegArgus Research CompanyDouglas TsaoBarclaysCharley JonesBarrington Research Associates, Inc.29 その他のアナリストを表示
お知らせ • May 08+ 1 more updatePerrigo Company plc Reaffirms Earnings guidance for the Fiscal Year 2026Perrigo Company plc reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects total net sales growth of -5.5% to -1.5%.
お知らせ • Feb 26Perrigo Company plc Provides Earnings Targets for the Fiscal Year 2026Perrigo Company plc provided earnings targets for the fiscal year 2026. For the year, the company total net sales outlook of -5.5% to -1.5%, versus the prior year.
Price Target Changed • Nov 06Price target decreased by 25% to US$24.50Down from US$32.50, the current price target is an average from 4 analysts. New target price is 64% above last closing price of US$14.93. Stock is down 45% over the past year. The company is forecast to post earnings per share of US$0.91 next year compared to a net loss per share of US$1.17 last year.
お知らせ • Nov 05Perrigo Company plc Updates Earnings Guidance for the Full Year of 2025Perrigo Company plc updated earnings guidance for the full year of 2025. For the year, the company now expects net sales growth to be between negative 2.5% to negative 3.0% due primarily to infant formula industry dynamics and soft OTC consumption trends.
Price Target Changed • Oct 16Price target decreased by 7.6% to US$33.50Down from US$36.25, the current price target is an average from 4 analysts. New target price is 56% above last closing price of US$21.53. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$0.38 next year compared to a net loss per share of US$1.17 last year.
お知らせ • Aug 06Perrigo Company plc Reaffirms Earnings Guidance for the Fiscal Year 2025Perrigo Company plc reaffirmed earnings guidance for the fiscal year 2025. For the period, Company expects Reported net sales growth of 0% to 3%. Organic net sales growth of 1.5% to 4.5%.
ナラティブの更新 • May 09PRGO: Future Upside Will Hinge On Infant Nutrition TurnaroundAnalysts have trimmed the Perrigo price target to $16.50 from $17. This reflects updated views on modest revenue growth potential, slightly lower profit margins, and a higher assumed future P/E multiple, while keeping the discount rate essentially unchanged.
お知らせ • May 08+ 1 more updatePerrigo Company plc Reaffirms Earnings guidance for the Fiscal Year 2026Perrigo Company plc reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects total net sales growth of -5.5% to -1.5%.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$2.81 loss per share (down from US$0.001 profit in 1Q 2025). Revenue: US$969.2m (down 7.2% from 1Q 2025). Net loss: US$389.9m (down US$390.0m from profit in 1Q 2025). Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 8.6% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
ライブニュース • May 06Perrigo Faces Formula Probe and Production Challenges as Earnings Preview ApproachesPerrigo is under investigation over alleged misconduct in its infant formula business, including claims of misleading disclosures and underinvestment in facilities acquired from Nestlé. The company faces securities litigation tied to alleged overstated financial results, higher remediation and production costs, and lowered financial guidance related to the infant formula segment. Perrigo plans to report Q1 2026 results on May 6, with analysts expecting EPS of $0.31 on about US$1.03b of revenue and pointing to pressure from pricing, competition, and operational issues. For investors, the key tension is between the legal and operational overhang in infant formula and the upcoming earnings update. The internal investigation and the strategic review of the formula segment suggest that management is reassessing how this business fits with the broader portfolio and what it may cost to address existing issues. Analyst EPS estimates have been cut by 41.5% over the past 90 days, which indicates reduced confidence in near-term profitability. The Q1 report and conference call are expected to focus on three areas: the scale and timing of remediation spending in infant formula, any change in guidance tied to that segment, and how pricing and competition are affecting margins across Perrigo’s consumer health operations. The clarity of management’s commentary on these points may matter as much as the headline numbers.
Declared Dividend • May 01Fourth quarter dividend of US$0.29 announcedDividend of US$0.29 is the same as last year. Ex-date: 29th May 2026 Payment date: 5th June 2026 Dividend yield will be 9.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Seeking Alpha • Apr 28Perrigo: Positioning Through A Thesis ResetSummary Perrigo was our biggest loser in 2025 at -46%, and the pain continued into Q1. What was once viewed as a cyclical headwind now appears more structural, as the infant formula business has struggled to regain market share and shelf space. While we added to the position, it remains on the smaller side of our core holdings, balancing what has been a more challenging path than we initially expected with what we view as a business near its bottom. Read the full article on Seeking Alpha
お知らせ • Apr 22Perrigo Company plc to Report Q1, 2026 Results on May 06, 2026Perrigo Company plc announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
ナラティブの更新 • Apr 22PRGO: Future Upside Will Depend On Infant Nutrition Recovery TrajectoryAnalysts have trimmed their price targets on Perrigo to a range of about $15 to $17, reflecting updated views on softer infant nutrition trends, along with ongoing share gains in private label and key branded products. Analyst Commentary Recent research on Perrigo centers on how well management can balance areas of weakness in infant nutrition with ongoing share gains in private label and key branded products, and how that balance feeds into valuation around the mid-teens price target range.
ナラティブの更新 • Apr 08PRGO: Future Upside Will Depend On Infant Nutrition Recovery And Share GainsAnalysts have reduced Perrigo's average price target by $3, citing continued pressure in the infant nutrition business, while other product lines show steadier performance and share gains. Analyst Commentary Recent commentary on Perrigo focuses on how management is handling pressure in infant nutrition while trying to keep the rest of the portfolio on track.
ナラティブの更新 • Mar 25PRGO: Infant Nutrition Headwinds Will Shape Future Earnings Power NarrativeAnalysts have reduced the Perrigo price target to $15 from $27, reflecting updated assumptions for lower revenue growth, slimmer profit margins, a higher discount rate, and a higher future P/E multiple in their models. Analyst Commentary Across recent research updates, bearish analysts have taken a more cautious stance on Perrigo, concentrating on where execution and growth trends may not fully support prior valuation assumptions.
お知らせ • Mar 23Perrigo Company plc, Annual General Meeting, Apr 30, 2026Perrigo Company plc, Annual General Meeting, Apr 30, 2026. Location: 25 north wall quay, dublin, d01 h104, ireland., United States
ナラティブの更新 • Mar 09PRGO: Future Upside Will Hinge On Infant Nutrition Business StabilizationPerrigo's updated analyst price target has been reduced from $21 to $17, as analysts factor in softer revenue expectations, lower projected profit margins, a higher discount rate, and recent Street research pointing to pressure in the infant nutrition business even as other segments hold up. Analyst Commentary Recent Street research on Perrigo points to a mixed setup, with price targets moving lower but differing views on how much of the pressure is already reflected in valuation.
New Risk • Feb 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 107% Dividend yield: 8.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$10.13 loss per share (further deteriorated from US$1.17 loss in FY 2024). Revenue: US$4.25b (down 2.8% from FY 2024). Net loss: US$1.40b (loss widened US$1.24b from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 8.4% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 26Perrigo Company plc Provides Earnings Targets for the Fiscal Year 2026Perrigo Company plc provided earnings targets for the fiscal year 2026. For the year, the company total net sales outlook of -5.5% to -1.5%, versus the prior year.
ナラティブの更新 • Feb 23PRGO: Index Reclassification And Modeling Shifts Will Shape Future Upside PotentialNarrative Update on Perrigo Analysts kept their Perrigo fair value estimate steady at $28.00 while slightly adjusting inputs such as discount rate, revenue growth, profit margin, and future P/E. This reflects updated modeling rather than a major shift in their outlook.
Declared Dividend • Feb 22Third quarter dividend of US$0.29 announcedDividend of US$0.29 is the same as last year. Ex-date: 2nd March 2026 Payment date: 24th March 2026 Dividend yield will be 7.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (61% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
お知らせ • Feb 20Perrigo Announces Quarterly Dividend, Payable on March 24, 2026Perrigo Company plc announced that its Board of Directors has approved a quarterly dividend of $0.29 per share, or $1.16 per share on an annualized basis. The cash dividend is payable on March 24, 2026, to shareholders of record on March 2, 2026.
お知らせ • Feb 13Perrigo Company plc to Report Q4, 2025 Results on Feb 26, 2026Perrigo Company plc announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
ナラティブの更新 • Feb 08PRGO: Index Reclassification And Lawsuit Risk Will Shape Future Upside PotentialAnalysts have reduced their price target on Perrigo from US$40 to US$28, citing updated assumptions that reflect a higher discount rate, more muted revenue growth and profit margins, and a modestly higher future P/E multiple in line with broader sector target resets. Analyst Commentary Bullish analysts looking at companies with adjusted price targets are generally focusing on how revised assumptions around discount rates, growth, and margins flow through to valuation, rather than short term share price moves.
ナラティブの更新 • Jan 25PRGO: Future Upside Will Depend On Infant Nutrition Business Review ExecutionNarrative Update The analyst price target on Perrigo has been reduced by $12 to $20. Analysts are factoring in slower infant formula recovery, competitive pressure, and less certain over-the-counter trends, which are contributing to slightly weaker growth, margins, and a higher assumed future P/E multiple.
ナラティブの更新 • Jan 11PRGO: Future Upside Will Hinge On Infant Nutrition Business Review ExecutionNarrative Update: Perrigo Analysts have cut their price target on Perrigo to $20 from $32, reflecting reduced revenue growth and profit margin expectations, slower progress in the infant formula and over the counter businesses, and a modest adjustment to the assumed future P/E multiple. Analyst Commentary The recent reset in expectations on Perrigo centers on slower progress in key growth areas and a reassessment of what investors are willing to pay for the shares, reflected in the lower price target to $20 from $32 and a downgrade to Neutral by JPMorgan following the Q3 report.
ナラティブの更新 • Dec 27PRGO: Future Upside Will Depend On Infant Formula Recovery ExecutionAnalysts have modestly reduced their price target on Perrigo to $21.00 from $21.50, citing increased near term business uncertainty, a slower than expected recovery in infant formula amid heightened competition, and mixed over the counter market trends. Analyst Commentary Recent commentary from JPMorgan underscores a shift to a more cautious stance on Perrigo, with the firm cutting its rating to Neutral and trimming its price target to $20 from $32 following the Q3 report.
ナラティブの更新 • Dec 13PRGO: Future Upside Will Depend On Infant Formula Business ResolutionAnalysts have lowered their price target on Perrigo to $20 from $32 as they factor in slower than expected recovery in the infant formula segment, rising competitive pressures, and increased uncertainty around over the counter market trends over the next year. Analyst Commentary Bullish analysts highlight that Perrigo's core franchise remains intact despite near term turbulence.
ナラティブの更新 • Nov 28PRGO: Future Recovery Will Depend On Resolution Of Infant Formula ChallengesAnalysts have lowered their price target for Perrigo from $32 to $20, citing increased uncertainty and a slower than expected recovery in the company's infant formula business as key factors behind the shift. Analyst Commentary Analysts have provided mixed commentary on Perrigo following its recent quarterly report, reflecting both opportunities and challenges that could influence the company's valuation and long-term growth prospects.
Upcoming Dividend • Nov 21Upcoming dividend of US$0.29 per shareEligible shareholders must have bought the stock before 28 November 2025. Payment date: 16 December 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 9.5%. Within top quartile of American dividend payers (4.6%). Higher than average of industry peers (2.2%).
お知らせ • Nov 18Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit on Behalf of Perrigo Company plc ShareholdersGlancy Prongay & Murray LLP (GPM), announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned French v. Perrigo Company plc, et al., Case No. 1:25-cv-09596, on behalf of persons and entities that purchased or otherwise acquired Perrigo Company plc (Perrigo or the Company) securities between February 27, 2023 and November 4, 2025, inclusive (the Class Period). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the Exchange Act). Investors are hereby notified that they have 60 days from the date of this notice to move the Court to serve as lead plaintiff in this action. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that the infant formula business acquired from Nestlé suffered from significant underinvestment in maintenance, operational improvements, and repairs; (2) that Perrigo needed to make substantial capital and operational expenditures above the Company’s outwardly stated cost estimates to remediate the infant formula business; (3) that there were significant manufacturing deficiencies in the facility for the Company’s infant formula business; (4) that, as a result of the foregoing, the Company’s financial results, including earnings and cash flow, were overstated; and (5) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
ナラティブの更新 • Nov 14PRGO: Recovery Momentum Will Improve As Infant Formula Pressures EaseAnalysts have lowered their price target for Perrigo from $32.50 to $21.50 per share. They cite increased uncertainty around recovery in the infant formula business and challenging trends in the over-the-counter market.
分析記事 • Nov 07Perrigo Company plc (NYSE:PRGO) Not Doing Enough For Some Investors As Its Shares Slump 31%Perrigo Company plc ( NYSE:PRGO ) shareholders that were waiting for something to happen have been dealt a blow with a...
Price Target Changed • Nov 06Price target decreased by 25% to US$24.50Down from US$32.50, the current price target is an average from 4 analysts. New target price is 64% above last closing price of US$14.93. Stock is down 45% over the past year. The company is forecast to post earnings per share of US$0.91 next year compared to a net loss per share of US$1.17 last year.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$0.092 (up from US$0.13 loss in 3Q 2024). Revenue: US$1.04b (down 4.1% from 3Q 2024). Net income: US$12.7m (up US$30.3m from 3Q 2024). Profit margin: 1.2% (up from net loss in 3Q 2024). Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 05Perrigo Company plc Updates Earnings Guidance for the Full Year of 2025Perrigo Company plc updated earnings guidance for the full year of 2025. For the year, the company now expects net sales growth to be between negative 2.5% to negative 3.0% due primarily to infant formula industry dynamics and soft OTC consumption trends.
Declared Dividend • Nov 02Second quarter dividend of US$0.29 announcedShareholders will receive a dividend of US$0.29. Ex-date: 28th November 2025 Payment date: 16th December 2025 Dividend yield will be 5.6%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (65% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
ナラティブの更新 • Oct 31PRGO: Profit Margins And Operational Strength Will Support Long-Term Upside PotentialAnalysts have lowered their price target for Perrigo from $33.50 to $32.50. They cite modestly slower projected revenue growth, although profit margins and discount rate assumptions remain stable.
お知らせ • Oct 29Perrigo Company plc Declares Quarterly Dividend, Payable on December 16, 2025Perrigo Company plc announced that its Board of Directors declared a quarterly dividend of $0.290 per share, payable on December 16, 2025, to shareholders of record on November 28, 2025.
お知らせ • Oct 22Perrigo Company plc to Report Q3, 2025 Results on Nov 05, 2025Perrigo Company plc announced that they will report Q3, 2025 results on Nov 05, 2025
ナラティブの更新 • Oct 16Store-brand Adoption And Self-Care Trends Will Expand The OTC MarketNarrative Update on Perrigo Price Target Analysts have lowered their price target for Perrigo from $34.25 to $33.50. They cite minor shifts in projected revenue growth and discount rates as key inputs for this downward revision.
Price Target Changed • Oct 16Price target decreased by 7.6% to US$33.50Down from US$36.25, the current price target is an average from 4 analysts. New target price is 56% above last closing price of US$21.53. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$0.38 next year compared to a net loss per share of US$1.17 last year.
Upcoming Dividend • Aug 22Upcoming dividend of US$0.29 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 16 September 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.7%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (2.6%).
ナラティブの更新 • Aug 08Store-brand Adoption And Self-Care Trends Will Expand The OTC MarketWith both Perrigo’s discount rate and future P/E multiple remaining effectively unchanged, analysts have held their consensus price target steady at $34.25. What's in the News Perrigo reaffirmed fiscal year 2025 earnings guidance, expecting reported net sales growth of 0% to 3% and organic net sales growth of 1.5% to 4.5%.
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.004 loss per share (improved from US$0.77 loss in 2Q 2024). Revenue: US$1.06b (flat on 2Q 2024). Net loss: US$500.0k (loss narrowed 100% from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 06Perrigo Company plc Reaffirms Earnings Guidance for the Fiscal Year 2025Perrigo Company plc reaffirmed earnings guidance for the fiscal year 2025. For the period, Company expects Reported net sales growth of 0% to 3%. Organic net sales growth of 1.5% to 4.5%.
Declared Dividend • Aug 03First quarter dividend of US$0.29 announcedShareholders will receive a dividend of US$0.29. Ex-date: 29th August 2025 Payment date: 16th September 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
お知らせ • Jul 31Perrigo Company plc Declares Quarterly Dividend, Payable on September 16, 2025Perrigo Company plc announced that its Board of Directors declared a quarterly dividend of $0.290 per share, payable on September 16, 2025, to shareholders of record on August 29, 2025.
お知らせ • Jul 23Perrigo Company plc to Report Q2, 2025 Results on Aug 06, 2025Perrigo Company plc announced that they will report Q2, 2025 results on Aug 06, 2025
Recent Insider Transactions Derivative • Jul 15President exercised options to buy US$381k worth of stock.On the 10th of July, Patrick Lockwood-Taylor exercised 28.33k options to receive shares at no cost, then sold around 14.23k of them at US$27.27 each and kept the remainder. Since March 2025, Patrick's direct individual holding has increased from 55.87k shares to 67.26k. Company insiders have collectively bought US$505k more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Jul 15KKR & Co. Inc. (NYSE:KKR) entered into a Master Sale and Purchase Agreement to acquire Aco Hud Nordic AB and Assets related to Dermacosmetics Business of Perrigo Company plc, Perrigo Pharma Holding Nederland BV, and Perrigo Holding NV for approximately €330 million.KKR & Co. Inc. (NYSE:KKR) entered into a Master Sale and Purchase Agreement to acquire Aco Hud Nordic AB and Assets related to Dermacosmetics Business of Perrigo Company plc, Perrigo Pharma Holding Nederland BV, and Perrigo Holding NV for approximately €330 million on July 13, 2025. Under the terms of the transaction, KKR & Co. Inc will pay €210 million for the shares of Aco Hud Nordic AB and €90 million for the assets to be acquired, subject to customary adjustments for inventory, working capital, debt and cash. Additionally, KKR & Co. Inc. will pay an earnout payment of up to €27 million cash in relation to the financial performance of the ACO Brand and the Biodermal Brand in the financial years 2025, 2026, and 2027. In case of termination of transaction, KKR & Co. Inc. will pay a termination fee of €15 million. For the period ending December 31, 2024, Aco Hud Nordic AB and the Assets related to Dermacosmetics Business of Perrigo Company plc reported total revenue of €125 million. The transaction is subject to the satisfaction or waiver of customary closing conditions, including, among others: (1) receipt of regulatory approvals in certain jurisdictions, (2) consummation of pre-closing restructuring transactions with respect to the Target, (3) completion of works council consultation procedures in certain countries and (4) the closing of KKR’s previously announced proposed acquisition of Karo Healthcare. The expected completion of the transaction is in the first quarter of 2026. Expected net proceeds from the transaction would be directed towards previously announced capital allocation priorities, including further strengthening the Perrigo Company’s balance sheet and supporting long-term value creation. Latham & Watkins LLP acted as legal advisor for Perrigo Company. Alvaro Membrillera, Anna Van de moortel, Ian Barratt, Natasha Smith, and Brett Ackerman of Kirkland & Ellis acted as legal advisor for KKR & Co. Inc. Greenhill & Co., Inc. acted as financial advisor for Perrigo Company.
お知らせ • Jul 02Perrigo Company plc Announces Executive ChangesPerrigo Company plc announced that to support this alignment, including category strategy execution, go-to-market excellence and global demand generation across all regions, Roberto Khoury has been appointed EVP and Chief Commercial Officer. Mr. Khoury has a strong track record of success leading Perrigo's CSCI business and will play a key role in aligning commercial functions with the new global category model. Mr. Khoury will assume responsibility for operating results in both CSCI and CSCA and will partner closely with David Ball, EVP and Chief Brand and Digital Officer, who is responsible for global category leadership. As part of this alignment, the roles of EVP and President CSCI and EVP and President CSCA will be discontinued. Triona Schmelter will depart the organization and be available on a consultative basis until October 31, 2025. Perrigo extends its sincere gratitude for her leadership and contributions over the past two years, including the launch of Opill which was a significant inflection point for CSCA and women's reproductive health in the U.S.
分析記事 • Jun 25Insufficient Growth At Perrigo Company plc (NYSE:PRGO) Hampers Share PriceWith a price-to-sales (or "P/S") ratio of 0.8x Perrigo Company plc ( NYSE:PRGO ) may be sending very bullish signals at...
お知らせ • Jun 05Perrigo Company plc Announces Executive ChangesPerrigo Company plc announced the appointment of Matt Winterman as Executive Vice President, Product Supply, Operations Strategy and Transformation Officer, effective June 23, 2025. Mr. Winterman succeeds Ron Janish, who will retire from the Company on September 30, 2025, following a distinguished career at Perrigo spanning more than two decades. Throughout his tenure, Mr. Janish played an integral role in advancing and aligning the Company's supply chain with its transformation to a consumer self-care leader and steering its Supply Chain Reinvention program, which significantly reduced portfolio complexity and improved forecast accuracy. Mr. Winterman brings more than 20 years of global supply chain and strategy leadership to Perrigo. Most recently, he served as SVP of Global Supply Chain and Strategy at AstraZeneca, overseeing a $54 billion supply chain across 5,000 SKUs. He also served as Global Head of end-to-end Supply Chain at Roche Holding AG, and prior to that in roles of increasing responsibility for technical operations strategy and supply chain performance at GSK plc. Mr. Winterman graduated with a Bachelor of Science degree in Economics from the University of Bristol.
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kevin Egan was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 23Upcoming dividend of US$0.29 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 17 June 2025. The company is not currently making a profit and its cash payout ratio is 93%. Trailing yield: 4.4%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.8%).
新しいナラティブ • May 11Americas Awards And Supply Chain Savings Will Fuel Future Performance Strategic investments in OTC brands and enhanced supply chain efficiencies are poised to improve Perrigo's operating margins and revenue growth.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.001 (vs US$0.03 in 1Q 2024)First quarter 2025 results: EPS: US$0.001 (down from US$0.03 in 1Q 2024). Revenue: US$1.04b (down 3.5% from 1Q 2024). Net income: US$100.0k (down 98% from 1Q 2024). Profit margin: 0% (down from 0.4% in 1Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • May 07+ 1 more updatePerrigo Company plc Revises Earnings Guidance for the Fiscal Year 2025Perrigo Company plc revised earnings guidance for the fiscal year 2025. For the period, Company expects Reported net sales growth of 0% to 3%, from 1% to 3%. Organic net sales growth of 1.5% to 4.5%, from 2.5% to 4.5%.
Declared Dividend • May 04Fourth quarter dividend of US$0.29 announcedShareholders will receive a dividend of US$0.29. Ex-date: 30th May 2025 Payment date: 17th June 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
お知らせ • Apr 30Perrigo Company plc Announces Quarterly Dividend, Payable on June 17, 2025Perrigo Company plc announced that its Board of Directors declared a quarterly dividend of $0.290 per share, payable on June 17, 2025, to shareholders of record on May 30, 2025.
分析記事 • Apr 28Is Perrigo (NYSE:PRGO) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Apr 24Perrigo: Opill Shows Where The Company Wants To BeSummary Perrigo's transformation from a low-margin generics manufacturer to a branded consumer self-care company hinges on the success of products like Opill and Mederma. Despite short-term revenue declines, Perrigo's margin expansion and cost-saving initiatives show promise for long-term growth and strategic focus. The company's financial health is under pressure, with high leverage and volatile infant formula business posing significant risks. PRGO is a potential buy for long-term investors willing to accept the risks and rewards of a company in transition. Read the full article on Seeking Alpha
お知らせ • Apr 24Perrigo Company plc to Report Q1, 2025 Results on May 07, 2025Perrigo Company plc announced that they will report Q1, 2025 results on May 07, 2025
Recent Insider Transactions Derivative • Apr 11President exercised options to buy US$281k worth of stock.On the 4th of April, Patrick Lockwood-Taylor exercised 17.84k options to receive shares at no cost, then sold around 6.45k of them at US$26.31 each and kept the remainder. Since September 2024, Patrick's direct individual holding has increased from 45.41k shares to 67.26k. Company insiders have collectively bought US$589k more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Mar 12Perrigo Company plc, Annual General Meeting, May 01, 2025Perrigo Company plc, Annual General Meeting, May 01, 2025. Location: 70 sir john rogerson`s quay, grand canal dock, d02 r296, dublin 2 Ireland
Reported Earnings • Feb 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$1.17 loss per share (further deteriorated from US$0.033 loss in FY 2023). Revenue: US$4.37b (down 6.1% from FY 2023). Net loss: US$160.7m (loss widened US$156.3m from FY 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Feb 28Perrigo's (NYSE:PRGO) Shareholders Will Receive A Bigger Dividend Than Last YearPerrigo Company plc's ( NYSE:PRGO ) periodic dividend will be increasing on the 25th of March to $0.29, with investors...
お知らせ • Feb 28Perrigo Company plc Provides Earnings Targets for the Fiscal Year 2025Perrigo Company plc provided earnings targets for the fiscal year 2025. For the year, the company targets all-in net sales growth to be between 1% to 3%. Organic net sales growth to be between 2.5% to 4.5%.
Declared Dividend • Feb 23Third quarter dividend increased to US$0.29Dividend of US$0.29 is 5.1% higher than last year. Ex-date: 7th March 2025 Payment date: 25th March 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
お知らせ • Feb 20Perrigo Company plc Increases Its Quarterly Dividend, Payable on March 25, 2025Perrigo Company plc announced that its Board of Directors has approved a 5% increase in the Company's quarterly dividend to $0.290 per share, or $1.16 per share on an annual basis, up from $0.276 per share. This marks the 22nd consecutive year Perrigo has increased its dividend. The cash dividend is payable on March 25, 2025, to shareholders of record on March 7, 2025.
分析記事 • Feb 06Improved Revenues Required Before Perrigo Company plc (NYSE:PRGO) Shares Find Their FeetWith a price-to-sales (or "P/S") ratio of 0.8x Perrigo Company plc ( NYSE:PRGO ) may be sending bullish signals at the...
お知らせ • Jan 31Perrigo Company plc to Report Q4, 2024 Results on Feb 27, 2025Perrigo Company plc announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2025
Seeking Alpha • Jan 28Perrigo Paves The Way For Recovery With Margin FocusSummary Perrigo is a focused OTC consumer healthcare player, slimming down operations and enhancing margins under new management, with a 4.6% dividend yield. Despite short-term pressures from a weak cold-and-flu season and infant formula production issues, PRGO is positioned for recovery and growth by 2026. The company is exploring new markets with a 'disruptive growth' team, focusing on women's health and GLP-1 side effect relief, aiming for mid-single-digit growth. PRGO's Project Energize targets $150 million in annual savings by 2026, with significant debt management and a stable dividend, making it a solid dividend stock. Read the full article on Seeking Alpha
Seeking Alpha • Jan 20Perrigo: A Consumer Health Company Close To An Inflection PointSummary Perrigo's strategic focus on consumer self-care products and divestment of non-core assets positions it for strong growth and higher margins. The company's extensive product range and regulatory expertise provide a competitive advantage, especially in the OTC pharmaceutical market. Recent management changes and operational improvements, including cost-cutting initiatives and supply chain optimization, are expected to drive significant earnings growth. Perrigo's launch of Opill, the first OTC birth control pill, and the turnaround of its infant formula business, present substantial future growth opportunities. Read the full article on Seeking Alpha
お知らせ • Jan 17Perrigo Company plc Appoints Jonas Samuelson to as A Member of Board of Directors and Audit Committee and the Nominating and Governance CommitteeOn January 15, 2025, the Board of Directors of Perrigo Company plc appointed Jonas Samuelson to serve as a member of the Company’s board of directors effective as of January 15, 2025. Mr. Samuelson will also serve on the Audit Committee and the Nominating and Governance Committee of the Board. Mr. Samuelson brings substantial CEO, CFO and Board experience from both public and private companies. Most recently, he served as President, CEO and board member of AB Electrolux, where he also previously served as CFO for the Electrolux Group. Additionally, Mr. Samuelson served as CFO and Executive Vice President for Munters AB and held leadership roles in commercial finance, treasury and business planning and analysis with General Motors and Saab Automobile AB.
お知らせ • Jan 06Perrigo Company plc Appoints Abbie Lennox as Executive Vice President and Chief Scientific OfficerPerrigo Company plc announced the expansion of its Chief Scientific Office by uniting and integrating all global quality, pharmacovigilance, patient safety, regulatory affairs and innovation teams, enhancing organizational agility and scale. This expansion also further supports the Company's consumer-led innovation pipeline. To lead this expanded office, the Company has appointed Abbie Lennox as Executive Vice President and Chief Scientific Officer. Ms. Lennox is an experienced consumer self-care leader with a successful track record of driving regulatory excellence, product life cycle management and new product innovation across well-known consumer self-care portfolios. Ms. Lennox joins Perrigo from Bayer where she served as Executive Board Member and Chief Trust and Science Officer, responsible for leading the regulatory, medical affairs, safety and quality teams. She led multiple innovation launches – both product and claim-based – across global product categories, including cardio, digestive health, allergy, cough, cold, pain, dermatology, women's health, VMS (Vitamins, Minerals and Supplements) and Rx-to-OTC switches. Specifically, Ms. Lennox provided scientific leadership for the U.S. Rx-to-OTC switch for Astepro, emphasizing consumer-centric claims supported by robust medical insights. She also led the introduction of Rennie Gum, the first European OTC chewing gum for digestive health, by navigating rigorous clinical and registration requirements while prioritizing consumer experience. Prior to her time at Bayer, she served in regulatory affairs leadership roles with Reckitt Benckiser, where she advanced their regulatory approach to pipeline delivery across multiple health and wellness brands. Ms. Lennox holds a First Class BSc (Honors) degree in Biomedical Science and Chemistry from De Montfort University. Alison Ives, who previously served as Chief Scientific Officer, has been appointed to lead a newly formed Disruptive Growth Team focused on identifying and pursuing emerging growth opportunities through category disruption and entering new markets. After successfully serving as Perrigo's Chief Scientific Officer, along with more than 20 years of experience in science-focused roles, Ms. Ives has deep expertise to unlock emerging growth opportunities.
Recent Insider Transactions • Dec 11Independent Director recently sold US$497k worth of stockOn the 9th of December, Jeffrey Kindler sold around 18k shares on-market at roughly US$28.27 per share. This transaction amounted to 76% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.5m more than they bought in the last 12 months.
分析記事 • Dec 06Is Perrigo (NYSE:PRGO) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Nov 22Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 29 November 2024. Payment date: 17 December 2024. The company is not currently making a profit and its cash payout ratio is 96%. Trailing yield: 4.1%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (2.5%).
Seeking Alpha • Nov 19Perrigo Company: Great Combination Of Future Growth With A Low ValuationSummary Perrigo's long-term growth is driven by strategic initiatives like Project Energize, aiming for $140-$170 million in annualized savings by 2026. The company's reinvestments in leadership and IT, adding 200 years of consumer experience, are crucial for sustainable growth. Perrigo's supply chain reinvention program has already achieved $72 million in gross savings, enhancing cash flow and operational efficiency. The stock's valuation remains attractive, as technical indicators point to a rising stock price, making it a compelling investment opportunity. Read the full article on Seeking Alpha
New Risk • Nov 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 96% Dividend yield: 4.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 96% Minor Risk Significant insider selling over the past 3 months (US$1.6m sold).
Reported Earnings • Nov 07Third quarter 2024 earnings released: US$0.13 loss per share (vs US$0.11 profit in 3Q 2023)Third quarter 2024 results: US$0.13 loss per share (down from US$0.11 profit in 3Q 2023). Revenue: US$1.09b (down 3.2% from 3Q 2023). Net loss: US$17.6m (down 214% from profit in 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07Perrigo Company plc Provides Revenue Guidance for the Fiscal Year 2024Perrigo Company plc provided revenue guidance for the fiscal year 2024. For the year, the company expects organic net sales and reported net sales outlooks towards the lower end of its previously stated ranges of organic net sales growth versus the prior year of -3% to -1% and reported net sales growth versus the prior year of -5% to -3%. The Company continues to expect gross and operating margin expansion compared to the prior year.
分析記事 • Nov 07Perrigo (NYSE:PRGO) Has Announced A Dividend Of $0.276The board of Perrigo Company plc ( NYSE:PRGO ) has announced that it will pay a dividend of $0.276 per share on the...
Declared Dividend • Nov 06Second quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 29th November 2024 Payment date: 17th December 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
お知らせ • Nov 02Perrigo Company plc Announces Quarterly Dividend, Payable on December 17, 2024Perrigo Company plc announced that its Board of Directors declared a quarterly dividend of $0.276 per share, payable on December 17, 2024, to shareholders of record on November 29, 2024.
お知らせ • Oct 23Perrigo Company plc to Report Q3, 2024 Results on Nov 06, 2024Perrigo Company plc announced that they will report Q3, 2024 results on Nov 06, 2024
分析記事 • Oct 18Improved Revenues Required Before Perrigo Company plc (NYSE:PRGO) Shares Find Their FeetWith a price-to-sales (or "P/S") ratio of 0.8x Perrigo Company plc ( NYSE:PRGO ) may be sending very bullish signals at...
お知らせ • Sep 04Perrigo Company plc Appoints Charles Atkinson, as Executive Vice President, General Counsel and SecretaryPerrigo Company plc announced the appointment of Charles Atkinson as Executive Vice President, General Counsel and Secretary. He is a skilled lawyer with nearly 25 years of experience, mostly within the regulated consumer self-care industry. Mr. Atkinson joins Perrigo after a successful career at Haleon plc and its prior parent, GSK plc, most recently serving as Interim General Counsel for Haleon. During his 20-plus year combined tenure at Haleon/GSK, Mr. Atkinson successfully advised across numerous transactions and integrations, including the creation of Haleon and subsequent separation from its parent shareholders GSK and Pfizer. He has also served as global head of corporate legal and was lead counsel for various parts of the self-care business, including supply chain, R&D and innovation, business development, and intellectual property. This included managing the lifecycle of regulated healthcare products, advising GSK's largest self-care business and providing counsel for product development, including leading the switch for Flonase® to over-the-counter status. He obtained his law degree from University College London. Todd Kingma, who came out of retirement to serve as Interim Executive Vice President, General Counsel & Secretary, will work with Mr. Atkinson through a transitionary period. Mr. Kingma's intimate knowledge of Perrigo and its global team will allow for a highly seamless transition.
Upcoming Dividend • Aug 23Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 17 September 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.8%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (2.1%).
Recent Insider Transactions • Aug 23Advisor recently sold US$969k worth of stockOn the 20th of August, Svend Andersen sold around 35k shares on-market at roughly US$27.69 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$282k more than they sold in the last 12 months.
分析記事 • Aug 21Perrigo (NYSE:PRGO) Is Due To Pay A Dividend Of $0.276The board of Perrigo Company plc ( NYSE:PRGO ) has announced that it will pay a dividend of $0.276 per share on the...
お知らせ • Aug 19Perrigo Company plc Appoints David Ball as Executive Vice President and Chief Brand and Digital OfficerPerrigo Company plc announced the appointment of Dr. David Ball as Executive Vice President and Chief Brand and Digital Officer. In this newly created position, Dr. Ball will be responsible for an enterprise-wide marketing strategy that incorporates deep understanding of consumer needs and translates those into winning brand strategies, tactics, and actions. He will also evaluate untapped market opportunities and develop strategies to scale the Company's brand-building efforts. Dr. Ball brings over 15 years of global consumer goods experience, spanning various commercial roles, including brand management, marketing, innovation, and research and development. He joins Perrigo from Bayer Consumer Healthcare, where he served as General Manager and Vice President of Marketing for the Digestive Health business in North America, achieving record financial performance. He also played a key role in Bayer's acquisition of a direct-to-consumer healthcare technology company and helped establish a transformative "white space" incubator group. Prior to Bayer, Dr. Ball spent a decade at Procter and Gamble in leadership positions across multiple business units and functions. Dr. Ball holds a PhD in Biophysics and Genetics from Sheffield University in England, which adds a unique dimension to his consumer goods expertise. His scientific background, combined with his experience in biotechnology, provides a valuable perspective on innovation and sustainable practices.
Seeking Alpha • Aug 16The Play On PerrigoSummary Perrigo Company plc's shares recently hit a 15-year low due to issues at infant formula facilities, but efficiency initiatives and Opill launch show promise. The company is focused on becoming more efficient through SKU prioritization and cost-saving initiatives, despite challenges with infant formula facilities. Perrigo's Q2 results were mixed, with reduced sales guidance for FY2024, but analysts remain bullish on the stock, expecting growth in earnings and revenue in FY2025. An updated analysis around Perrigo follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 • Aug 07Perrigo (NYSE:PRGO) Has Announced A Dividend Of $0.276Perrigo Company plc ( NYSE:PRGO ) will pay a dividend of $0.276 on the 17th of September. Based on this payment, the...
Declared Dividend • Aug 05Second quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 30th August 2024 Payment date: 17th September 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Reported Earnings • Aug 04Second quarter 2024 earnings released: US$0.77 loss per share (vs US$0.066 profit in 2Q 2023)Second quarter 2024 results: US$0.77 loss per share (down from US$0.066 profit in 2Q 2023). Revenue: US$1.07b (down 11% from 2Q 2023). Net loss: US$105.7m (down US$114.6m from profit in 2Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Aug 02+ 1 more updatePerrigo Company plc Reports Impairment Charges for the Second Quarter Ended June 29, 2024Perrigo Company plc reported impairment charges for the second quarter ended June 29, 2024. For the period, the company reported goodwill impairment charge of $22.1 million.
