Perimeter Solutions, SA $PRM Shares Bought by Janus Henderson Group PLC

Janus Henderson Group PLC boosted its holdings in shares of Perimeter Solutions, SA (NYSE:PRM) by 8.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,007,536 shares of the company’s stock after purchasing an additional 315,763 shares during the quarter. Janus Henderson Group PLC’s holdings in Perimeter Solutions were worth $97,863,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of PRM. Arax Advisory Partners increased its position in shares of Perimeter Solutions by 122.8% in the fourth quarter. Arax Advisory Partners now owns 1,047 shares of the company’s stock valued at $29,000 after buying an additional 577 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of Perimeter Solutions by 51.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,143 shares of the company’s stock valued at $31,000 after buying an additional 389 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in Perimeter Solutions by 20.0% in the 1st quarter. EverSource Wealth Advisors LLC now owns 2,295 shares of the company’s stock valued at $56,000 after acquiring an additional 383 shares during the period. Larson Financial Group LLC grew its stake in Perimeter Solutions by 55.7% in the 4th quarter. Larson Financial Group LLC now owns 2,514 shares of the company’s stock valued at $69,000 after acquiring an additional 899 shares during the period. Finally, Rockefeller Capital Management L.P. increased its holdings in Perimeter Solutions by 56.3% in the 4th quarter. Rockefeller Capital Management L.P. now owns 2,918 shares of the company’s stock worth $80,000 after acquiring an additional 1,051 shares in the last quarter. 89.93% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. CJS Securities assumed coverage on shares of Perimeter Solutions in a research report on Tuesday, June 9th. They set a “market outperform” rating and a $48.00 price objective for the company. UBS Group boosted their target price on shares of Perimeter Solutions from $30.00 to $34.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Zacks Research downgraded shares of Perimeter Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Morgan Stanley upped their price target on shares of Perimeter Solutions from $35.00 to $40.00 and gave the stock an “overweight” rating in a research report on Monday, May 11th. Finally, Wall Street Zen lowered shares of Perimeter Solutions from a “buy” rating to a “hold” rating in a research note on Sunday, July 12th. Four investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Perimeter Solutions presently has a consensus rating of “Moderate Buy” and an average price target of $43.00.

Key Headlines Impacting Perimeter Solutions

Here are the key news stories impacting Perimeter Solutions this week:

• Positive Sentiment: Perimeter Solutions reported second-quarter adjusted EBITDA of $105.6 million and adjusted net income of $59.6 million. Management said continued execution of its value drivers and recent acquisitions supported the results. Perimeter Solutions Reports Second Quarter 2026 Financial Results
• Positive Sentiment: The company acquired Monaco Enterprises, a provider of proprietary life-safety and emergency-management systems for U.S. government facilities. The deal expands Perimeter’s portfolio of mission-critical products and services and could provide another source of future growth. Perimeter Solutions Reports Second Quarter 2026 Financial Results
• Neutral Sentiment: During the earnings call, management discussed the quarter’s operating performance, value-driver initiatives and the impact of recent acquisitions. Investors will likely focus on whether these initiatives can sustain adjusted EBITDA growth and improve overall earnings. Perimeter Solutions Q2 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted earnings were $0.35 per diluted share, below the $0.43 analyst consensus and down from $0.39 a year earlier. Revenue of $213.81 million also missed the $216.89 million estimate, reinforcing concerns about near-term operating performance. Perimeter Solutions Lags Q2 Earnings and Revenue Estimates
• Negative Sentiment: The company recorded a $181.6 million net loss and a $1.11 loss per diluted share, contrasting with its positive adjusted results. The sizable GAAP loss may have amplified investor concerns about earnings quality and the company’s path to consistent profitability. Perimeter Solutions Reports Second Quarter 2026 Financial Results

Insider Buying and Selling at Perimeter Solutions

In related news, CFO Kyle Sable sold 49,540 shares of the business’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $33.09, for a total transaction of $1,639,278.60. Following the transaction, the chief financial officer directly owned 49,540 shares in the company, valued at approximately $1,639,278.60. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, insider Jeffrey Emery sold 53,537 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $33.45, for a total transaction of $1,790,812.65. Following the sale, the insider directly owned 53,537 shares of the company’s stock, valued at approximately $1,790,812.65. This represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,385,514 shares of company stock valued at $217,464,393 over the last ninety days. 13.10% of the stock is currently owned by corporate insiders.

Perimeter Solutions Stock Down 17.7%

Shares of PRM opened at $30.63 on Friday. The stock has a 50 day moving average price of $33.94 and a 200 day moving average price of $29.34. Perimeter Solutions, SA has a one year low of $15.43 and a one year high of $38.17. The company has a debt-to-equity ratio of 1.01, a quick ratio of 1.61 and a current ratio of 3.09. The stock has a market capitalization of $5.00 billion, a price-to-earnings ratio of -22.86 and a beta of 1.90.

Perimeter Solutions (NYSE:PRM) last announced its quarterly earnings data on Friday, July 31st. The company reported $0.35 earnings per share for the quarter, missing analysts’ consensus estimates of $0.43 by ($0.08). Perimeter Solutions had a negative net margin of 26.93% and a positive return on equity of 18.29%. The firm had revenue of $213.81 million during the quarter, compared to analysts’ expectations of $216.89 million. Equities research analysts forecast that Perimeter Solutions, SA will post 1.66 earnings per share for the current fiscal year.

Perimeter Solutions Company Profile

Perimeter Solutions Ltd. (NYSE: PRM) is a global specialty chemicals company focused on delivering performance-driven solutions for the oil and gas, coatings, plastics, water treatment and packaging markets. Established as an independent publicly traded company in December 2019 following its spin-off from NewMarket Corporation, Perimeter Solutions has positioned itself as a leading provider of highly engineered chemical products designed to optimize upstream oil recovery, protect infrastructure and enhance the performance of industrial processes.

The company’s core product portfolio spans several key segments.