Organon & Co.

NYSE:OGN 주식 리포트

시가총액: US$3.5b

Organon 경영진

경영진 기준 점검 3/4

Organon CEO는 Joe Morrissey, Oct2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $5.77M, 14.2% 급여 및 85.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.65M 가치에 해당하는 회사 주식의 0.047% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.4 년과 5 년입니다.

핵심 정보

Joe Morrissey

최고경영자

US$5.8m

총 보수

CEO 급여 비율14.19%
CEO 재임 기간less than a year
CEO 지분 보유율0.05%
경영진 평균 재임 기간3.4yrs
이사회 평균 재임 기간5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 03

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

Analysts have kept the fair value estimate for Organon steady at $11.25, while making only minor adjustments to discount rate, profit margin and future P/E assumptions as they digest a mix of recent rating changes and takeover speculation. Analyst Commentary Bullish Takeaways Bullish analysts point to reported takeover interest, including discussion of a possible US$15 per share offer, as a reference point that sits above the current fair value estimate of US$11.25, which they view as supportive for the stock's valuation range.
내러티브 업데이트 May 07

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

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

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

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

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

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

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

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

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

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

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

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

OGN: Potential Takeover Interest Will Drive Future Upside Opportunity

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

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

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

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

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

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

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

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

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

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

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

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

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

OGN: Leadership Changes And Governance Reforms Will Drive Renewed Confidence

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

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

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

OGN: Internal Control Improvements Will Restore Confidence Amid Leadership Transition

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

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

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

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

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

New Product Launches And Biosimilars Will Open Global Healthcare Markets

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

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

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

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

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

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

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

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

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

Why Organon Is A Top Pick For Income Investors

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

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

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

CEO 보수 분석

Joe Morrissey의 보수는 Organon의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$246m

Dec 31 2025US$6mUS$819k

US$187m

Sep 30 2025n/an/a

US$501m

Jun 30 2025n/an/a

US$700m

Mar 31 2025n/an/a

US$750m

Dec 31 2024US$4mUS$750k

US$864m

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$4mUS$741k

US$1b

Sep 30 2023n/an/a

US$585m

Jun 30 2023n/an/a

US$754m

Mar 31 2023n/an/a

US$746m

Dec 31 2022US$3mUS$689k

US$917m

보상 대 시장: Joe의 총 보수(USD5.77M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.93M) 수준입니다.

보상과 수익: Joe의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Joe Morrissey (61 yo)

less than a year
재임 기간
US$5,772,848
보수

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


리더십 팀

이름직위재임 기간보수지분
Carrie Cox
Executive Chair of the Board5yrsUS$460.65k0.030%
$ 1.0m
Joseph Morrissey
Chief Executive Officerless than a yearUS$5.77m0.047%
$ 1.6m
Matthew Walsh
Executive VP & CFO5yrsUS$5.69m0.081%
$ 2.9m
Rachel Stahler
Executive VP5yrsUS$3.55m0.044%
$ 1.6m
Kirke Weaver
Executive VP3.4yrsUS$3.54m0.035%
$ 1.2m
Juan Camilo Ferreira
Executive VP2.8yrsUS$3.82m0.011%
$ 402.6k
Jennifer Halchak
Head of Investor Relations5.4yrs데이터 없음데이터 없음
Daniel Karp
Chief Strategy Officer & Head of Corporate Developmentno data데이터 없음0.026%
$ 931.8k
Aaron Falcione
Executive VP & Chief Human Resources Officer5yrs데이터 없음0.039%
$ 1.4m
Vittorio Nisita
Executive VP and Head of Enterprise Services & Solutions5yrs데이터 없음0.027%
$ 946.2k
Juliana Drinane
Head of Manufacturing & Supplyless than a year데이터 없음0.013%
$ 445.5k
Nico Hoecke
Head of International Commercial1.4yrs데이터 없음데이터 없음
3.4yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: OGN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.4 년).


이사회 구성원

이름직위재임 기간보수지분
Carrie Cox
Executive Chair of the Board5yrsUS$460.65k0.030%
$ 1.0m
Robert Essner
Lead Independent Director5yrsUS$384.14k데이터 없음
Rochelle Lazarus
Independent Director5yrsUS$360.00k0.00024%
$ 8.4k
R. Alan Ezekowitz
Independent Director5yrsUS$370.00k데이터 없음
Helene Gayle
Independent Director5yrsUS$363.66k데이터 없음
Shalini Sharp
Independent Director5yrsUS$385.00k0%
$ 0
Philip Ozuah
Independent Director5yrsUS$380.00k데이터 없음
Cynthia Patton
Independent Director5yrsUS$370.00k데이터 없음
Ramona Sequeira
Independent Directorless than a yearUS$280.00k0.000040%
$ 1.4k
Grace Whiteford
Independent Director5yrsUS$360.00k0%
$ 0
Deborah Leone
Independent Director5yrsUS$370.00k0%
$ 0
5.0yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: OGN의 이사회경험이 있음으로 간주됩니다(평균 재임 5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/05 23:01
종가2026/06/05 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Organon & Co.는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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