Organon Beheer
Beheer criteriumcontroles 3/4
De CEO Organon is Joe Morrissey, benoemd in Oct2025, heeft een ambtstermijn van minder dan een jaar. De totale jaarlijkse vergoeding van { bedraagt $ 5.77M, bestaande uit 14.2% salaris en 85.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.047% van de aandelen van het bedrijf, ter waarde $ 1.67M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.5 jaar en 5.1 jaar.
Belangrijke informatie
Joe Morrissey
Algemeen directeur
US$5.8m
Totale compensatie
| Percentage CEO-salaris | 14.19% |
| Dienstverband CEO | less than a year |
| Eigendom CEO | 0.05% |
| Management gemiddelde ambtstermijn | 3.5yrs |
| Gemiddelde ambtstermijn bestuur | 5.1yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Jul 01
OGN: Takeover Interest And Licensing Pipeline Will Shape Balanced Future Outlook
The analyst fair value estimate for Organon has shifted from $12.00 to $14.00 as analysts factor in updated assumptions on discount rate, revenue growth, profit margins, and potential corporate activity, which are reflected in recent mixed rating changes and takeover commentary. Analyst Commentary Recent research coverage on Organon has been active, with several firms reassessing their views as corporate interest headlines and rating changes come through.
Narratiefupdate • Jun 17
OGN: Takeover Bid And Mixed Ratings Will Likely Cap Share Upside
The analyst price target for Organon stock has been reset lower to $5.00 from $8.00, with analysts pointing to recent mixed rating actions, changing fair value assumptions, and a revised future P/E outlook as key drivers of the update. Analyst Commentary on Organon Stock Recent research on Organon highlights a split in views, with some firms stepping back from formal ratings and others reassessing potential deal scenarios.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$246m |
| Dec 31 2025 | US$6m | US$819k | US$187m |
| Sep 30 2025 | n/a | n/a | US$501m |
| Jun 30 2025 | n/a | n/a | US$700m |
| Mar 31 2025 | n/a | n/a | US$750m |
| Dec 31 2024 | US$4m | US$750k | US$864m |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$4m | US$741k | US$1b |
| Sep 30 2023 | n/a | n/a | US$585m |
| Jun 30 2023 | n/a | n/a | US$754m |
| Mar 31 2023 | n/a | n/a | US$746m |
| Dec 31 2022 | US$3m | US$689k | US$917m |
Compensatie versus markt: De totale vergoeding ($USD 5.77M ) Joe } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 6.90M ).
Compensatie versus inkomsten: De beloning van Joe is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.
CEO
Joe Morrissey (61 yo)
less than a year
Tenure
US$5,772,848
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Executive Chair of the Board | 5.1yrs | US$460.65k | 0.030% $ 1.1m | |
| Chief Executive Officer | less than a year | US$5.77m | 0.047% $ 1.7m | |
| Executive VP & CFO | 5.1yrs | US$5.69m | 0.081% $ 2.9m | |
| Executive VP | 5.1yrs | US$3.55m | 0.044% $ 1.6m | |
| Executive VP | 3.5yrs | US$3.54m | 0.035% $ 1.3m | |
| Executive VP | 2.8yrs | US$3.82m | 0.011% $ 407.9k | |
| Head of Investor Relations | 5.5yrs | geen gegevens | geen gegevens | |
| Chief Strategy Officer & Head of Corporate Development | no data | geen gegevens | 0.026% $ 940.1k | |
| Executive VP & Chief Human Resources Officer | 5.1yrs | geen gegevens | 0.039% $ 1.4m | |
| Executive VP and Head of Enterprise Services & Solutions | 5.1yrs | geen gegevens | 0.027% $ 957.9k | |
| Head of Manufacturing & Supply | less than a year | geen gegevens | 0.013% $ 451.3k | |
| Head of International Commercial | 1.5yrs | geen gegevens | geen gegevens |
3.5yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van OGN wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Executive Chair of the Board | 5.1yrs | US$460.65k | 0.030% $ 1.1m | |
| Lead Independent Director | 5.1yrs | US$384.14k | 0% $ 0 | |
| Independent Director | 5.1yrs | US$360.00k | 0.00024% $ 8.5k | |
| Independent Director | 5.1yrs | US$370.00k | 0% $ 0 | |
| Independent Director | 5.1yrs | US$363.66k | 0% $ 0 | |
| Independent Director | 5.1yrs | US$385.00k | 0% $ 0 | |
| Independent Director | 5.1yrs | US$380.00k | 0% $ 0 | |
| Independent Director | 5.1yrs | US$370.00k | 0% $ 0 | |
| Independent Director | 1yr | US$280.00k | 0.000040% $ 1.4k | |
| Independent Director | 5.1yrs | US$370.00k | 0% $ 0 |
5.1yrs
Gemiddelde duur
65.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van OGN wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/12 00:59 |
| Aandelenkoers aan het einde van de dag | 2026/07/10 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Organon & Co. wordt gevolgd door 14 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Glen Santangelo | Barclays |
| Navann Ty Dietschi | BNP Paribas |
| Jason Matthew Gerberry | BofA Global Research |