Sotera Health (NASDAQ:SHC) Updates FY 2026 Earnings Guidance

Sotera Health (NASDAQ:SHC) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.930-1.01 for the period, compared to the consensus earnings per share estimate of 0.910. The company issued revenue guidance of $1.2 billion-$1.3 billion, compared to the consensus revenue estimate of $1.2 billion.

Sotera Health Trading Down 2.3%

SHC traded down $0.38 during trading hours on Wednesday, reaching $16.34. The company’s stock had a trading volume of 136,305 shares, compared to its average volume of 1,663,495. The stock has a market cap of $4.64 billion, a PE ratio of 85.94 and a beta of 1.82. Sotera Health has a fifty-two week low of $9.53 and a fifty-two week high of $19.85. The company has a debt-to-equity ratio of 4.04, a current ratio of 2.38 and a quick ratio of 2.18. The business’s 50-day moving average is $17.99 and its 200-day moving average is $16.83.

Sotera Health (NASDAQ:SHC) last posted its earnings results on Tuesday, February 24th. The company reported $0.26 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.02. The company had revenue of $303.44 million for the quarter, compared to the consensus estimate of $300.68 million. Sotera Health had a return on equity of 43.69% and a net margin of 4.82%.The company’s revenue for the quarter was up 4.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.21 earnings per share. Sotera Health has set its FY 2026 guidance at 0.930-1.01 EPS. As a group, equities research analysts predict that Sotera Health will post 0.61 earnings per share for the current fiscal year.

Analysts Set New Price Targets

SHC has been the topic of several recent analyst reports. BMO Capital Markets started coverage on shares of Sotera Health in a report on Thursday, November 13th. They issued an “outperform” rating and a $19.00 price objective on the stock. Piper Sandler upgraded Sotera Health from a “neutral” rating to an “overweight” rating and upped their price target for the stock from $17.00 to $24.00 in a research note on Friday, January 9th. William Blair assumed coverage on Sotera Health in a research note on Thursday, December 18th. They issued an “outperform” rating for the company. Wells Fargo & Company lowered Sotera Health to an “overweight” rating in a research note on Thursday, January 8th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Sotera Health in a report on Monday, December 29th. Eight investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $20.43.

Insider Buying and Selling

In related news, Director Gtcr Investment Xi Llc sold 6,480,000 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $16.33, for a total value of $105,818,400.00. Following the transaction, the director owned 22,735,301 shares of the company’s stock, valued at $371,267,465.33. This represents a 22.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Michael B. Jr. Petras sold 434,104 shares of Sotera Health stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $16.45, for a total value of $7,141,010.80. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 17,384,104 shares of company stock worth $284,024,511. Corporate insiders own 55.12% of the company’s stock.

Key Headlines Impacting Sotera Health

Here are the key news stories impacting Sotera Health this week:

• Positive Sentiment: Q4 results topped estimates: Q4 revenue of ~$303.4M beat consensus (~$300.7M) and EPS of $0.26 beat estimates of $0.24, showing year-over-year revenue and earnings growth that validates near-term performance. Sotera Health Company’s (NASDAQ:SHC) Q4 CY2025: Beats On Revenue
• Positive Sentiment: 2026 guidance implies continued growth: management set FY2026 EPS guidance of $0.93–$1.01 (above consensus) and revenue guidance roughly $1.2–$1.3B, signaling revenue growth of up to ~6.5% and modestly better profitability expectations. Sotera Health Delivers 20th Consecutive Year of Revenue Growth and Provides 2026 Outlook
• Positive Sentiment: Operational initiatives and margin expansion: the company highlighted progress on an X‑ray sterilization facility and other margin-expansion actions that, if executed, could lift adjusted EBITDA and longer‑term margins. Sotera Health outlines 2026 revenue growth target of up to 6_5 percent while advancing X-ray facility and margin expansion
• Neutral Sentiment: Management commentary and transcript provide context on end‑market trends and cost dynamics — useful for modeling but not materially changing the headline beat/guidance story. Sotera Health Company (SHC) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst write‑ups (Zacks and others) confirm the beat and break down key metrics versus estimates — helpful for detail but largely reiterative of the company release. Sotera Health (SHC) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Valuation and leverage remain investor considerations: SHC trades at a high trailing P/E and carries significant leverage (debt/equity elevated), which could amplify downside if execution or margin improvements slip. (Background metrics provided with earnings materials.)

Institutional Trading of Sotera Health

A number of hedge funds have recently added to or reduced their stakes in SHC. PNC Financial Services Group Inc. raised its holdings in Sotera Health by 10.8% during the fourth quarter. PNC Financial Services Group Inc. now owns 7,204 shares of the company’s stock worth $127,000 after purchasing an additional 705 shares during the last quarter. Federated Hermes Inc. increased its position in shares of Sotera Health by 6.0% in the fourth quarter. Federated Hermes Inc. now owns 16,676 shares of the company’s stock valued at $294,000 after buying an additional 944 shares in the last quarter. First Citizens Bank & Trust Co. raised its stake in shares of Sotera Health by 1.5% during the 4th quarter. First Citizens Bank & Trust Co. now owns 66,266 shares of the company’s stock worth $1,169,000 after buying an additional 970 shares during the last quarter. Legal & General Group Plc boosted its position in shares of Sotera Health by 0.5% in the 3rd quarter. Legal & General Group Plc now owns 255,526 shares of the company’s stock worth $4,019,000 after buying an additional 1,252 shares in the last quarter. Finally, California State Teachers Retirement System grew its stake in Sotera Health by 0.9% in the 3rd quarter. California State Teachers Retirement System now owns 145,318 shares of the company’s stock valued at $2,286,000 after acquiring an additional 1,315 shares during the last quarter. 91.03% of the stock is owned by institutional investors and hedge funds.

Sotera Health Company Profile

Sotera Health Inc (NASDAQ: SHC) is a global provider of sterilization and laboratory testing services that support the medical device, pharmaceutical, life sciences and consumer product industries. Headquartered in Jacksonville, Florida, the company offers a suite of services designed to ensure products meet rigorous safety and regulatory requirements before reaching market.

Sotera Health operates through three primary service platforms. Its Sterigenics division delivers contract sterilization solutions, including ethylene oxide (EtO), gamma irradiation, electron beam and X-ray technologies.