LSV Asset Management Has $83.67 Million Holdings in Organon & Co. $OGN

LSV Asset Management cut its holdings in shares of Organon & Co. (NYSE:OGN) by 1.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,834,540 shares of the company’s stock after selling 154,920 shares during the period. LSV Asset Management owned about 3.01% of Organon & Co. worth $83,673,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of OGN. Hantz Financial Services Inc. grew its holdings in shares of Organon & Co. by 293.8% during the second quarter. Hantz Financial Services Inc. now owns 2,674 shares of the company’s stock worth $26,000 after purchasing an additional 1,995 shares during the last quarter. SouthState Corp lifted its position in Organon & Co. by 1,857.0% during the 2nd quarter. SouthState Corp now owns 3,914 shares of the company’s stock worth $38,000 after buying an additional 3,714 shares in the last quarter. Allworth Financial LP grew its holdings in Organon & Co. by 65.9% during the 2nd quarter. Allworth Financial LP now owns 4,501 shares of the company’s stock worth $44,000 after acquiring an additional 1,788 shares during the last quarter. Smartleaf Asset Management LLC increased its position in Organon & Co. by 70.2% in the 3rd quarter. Smartleaf Asset Management LLC now owns 5,113 shares of the company’s stock valued at $53,000 after acquiring an additional 2,109 shares in the last quarter. Finally, GAMMA Investing LLC raised its stake in shares of Organon & Co. by 22.4% in the third quarter. GAMMA Investing LLC now owns 6,910 shares of the company’s stock worth $74,000 after acquiring an additional 1,265 shares during the last quarter. Institutional investors and hedge funds own 77.43% of the company’s stock.

Key Organon & Co. News

Here are the key news stories impacting Organon & Co. this week:

• Positive Sentiment: Management issued FY‑2026 revenue guidance of roughly $6.2 billion, slightly above consensus — a sign the company sees top‑line stability next year. Organon Reports Results for the Fourth Quarter and Full Year Ended December 31, 2025
• Neutral Sentiment: Company published the Q4 press release, slide deck and hosted the earnings call — provides transparency but did not change the market’s view after the misses. View Press Release / Slide Deck
• Negative Sentiment: Q4 EPS missed estimates: $0.63 vs. consensus ~$0.74, and revenue of $1.51B slightly below the ~$1.52B consensus; revenue declined ~5% YoY — the core catalyst for the sell‑off. Organon (OGN) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: Analysts/commentary highlight structural issues: established brands are in terminal decline, biosimilar growth is flat, and Women’s Health performance is underwhelming — raising doubts about sustainable growth. Organon Q4 Earnings Review: Poor Results Trigger Predictable Sell-Off
• Negative Sentiment: High leverage and capital constraints: the company faces roughly $8B of net debt and elevated interest costs; dividend was cut to $0.02/quarter last year, limiting shareholder returns and M&A flexibility. Organon Q4 Earnings Review: Poor Results Trigger Predictable Sell-Off
• Neutral Sentiment: Coverage pieces and transcripts are available for deeper review of management’s commentary and metric details if you want to re‑examine estimates and assumptions. Organon & Co. (OGN) Q4 2025 Earnings Call Transcript

Analyst Ratings Changes

Several analysts have recently commented on the stock. Piper Sandler cut shares of Organon & Co. from an “overweight” rating to an “underweight” rating and set a $5.00 price target on the stock. in a research note on Monday, October 27th. Morgan Stanley decreased their price objective on Organon & Co. from $10.00 to $9.00 and set an “equal weight” rating on the stock in a research report on Tuesday, November 11th. JPMorgan Chase & Co. lowered their target price on Organon & Co. from $14.00 to $12.00 and set an “underweight” rating for the company in a research note on Tuesday, November 11th. Barclays began coverage on Organon & Co. in a research note on Tuesday, December 9th. They set an “underweight” rating and a $7.50 price target on the stock. Finally, Zacks Research lowered Organon & Co. from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average target price of $8.38.

Organon & Co. Stock Performance

Shares of Organon & Co. stock opened at $7.08 on Friday. The firm has a fifty day moving average of $7.88 and a two-hundred day moving average of $8.61. The company has a debt-to-equity ratio of 9.69, a quick ratio of 1.20 and a current ratio of 1.75. The stock has a market capitalization of $1.84 billion, a price-to-earnings ratio of 3.69, a PEG ratio of 1.66 and a beta of 0.58. Organon & Co. has a 52 week low of $6.18 and a 52 week high of $17.23.

Organon & Co. (NYSE:OGN) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.63 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.74 by ($0.11). The company had revenue of $1.51 billion during the quarter, compared to the consensus estimate of $1.52 billion. Organon & Co. had a return on equity of 143.47% and a net margin of 7.95%.The firm’s revenue for the quarter was down 5.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.90 earnings per share. As a group, equities research analysts predict that Organon & Co. will post 3.68 EPS for the current year.

Organon & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Monday, February 23rd will be paid a $0.02 dividend. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $0.08 dividend on an annualized basis and a dividend yield of 1.1%. Organon & Co.’s dividend payout ratio is 4.17%.

Organon & Co. Company Profile

Organon & Co is a global healthcare company that was established as an independent, publicly traded entity following its spin-off from Merck & Co in June 2021. Headquartered in Jersey City, New Jersey, Organon focuses on delivering therapeutic solutions across women’s health, biosimilars, and established brands. The company’s creation reflected a strategic effort to concentrate on specialty pharmaceuticals and legacy products with proven patient impact.

In women’s health, Organon provides a broad portfolio of products addressing reproductive and gynecological conditions, including fertility treatments, contraception, and hormone replacement therapies.