Tobam Cuts Stake in West Pharmaceutical Services, Inc. $WST

Tobam lessened its stake in West Pharmaceutical Services, Inc. (NYSE:WST) by 19.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,338 shares of the medical instruments supplier’s stock after selling 3,857 shares during the quarter. West Pharmaceutical Services makes up about 1.6% of Tobam’s investment portfolio, making the stock its 23rd largest position. Tobam’s holdings in West Pharmaceutical Services were worth $4,286,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Generation Investment Management LLP purchased a new stake in West Pharmaceutical Services in the 2nd quarter worth $255,072,000. Norges Bank bought a new stake in shares of West Pharmaceutical Services in the second quarter worth about $200,813,000. ProShare Advisors LLC lifted its position in shares of West Pharmaceutical Services by 46.8% in the second quarter. ProShare Advisors LLC now owns 738,368 shares of the medical instruments supplier’s stock worth $161,555,000 after buying an additional 235,272 shares in the last quarter. Amundi lifted its position in shares of West Pharmaceutical Services by 83.4% in the second quarter. Amundi now owns 502,831 shares of the medical instruments supplier’s stock worth $111,236,000 after buying an additional 228,696 shares in the last quarter. Finally, Border to Coast Pensions Partnership Ltd bought a new position in West Pharmaceutical Services during the third quarter valued at approximately $40,853,000. Institutional investors own 93.90% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on WST. Weiss Ratings reaffirmed a “hold (c)” rating on shares of West Pharmaceutical Services in a report on Friday, January 9th. Zacks Research upgraded shares of West Pharmaceutical Services from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $315.00 price target on shares of West Pharmaceutical Services in a research note on Friday. Jefferies Financial Group reissued a “buy” rating and issued a $295.00 price objective on shares of West Pharmaceutical Services in a research note on Tuesday, February 10th. Finally, TD Cowen assumed coverage on shares of West Pharmaceutical Services in a research report on Wednesday, October 29th. They set a “buy” rating on the stock. Three analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $314.56.

West Pharmaceutical Services Trading Up 2.6%

Shares of WST opened at $249.99 on Monday. The company’s fifty day simple moving average is $260.95 and its 200-day simple moving average is $261.70. The company has a market cap of $17.98 billion, a P/E ratio of 36.82, a P/E/G ratio of 3.27 and a beta of 1.18. The company has a current ratio of 3.02, a quick ratio of 2.34 and a debt-to-equity ratio of 0.06. West Pharmaceutical Services, Inc. has a twelve month low of $187.43 and a twelve month high of $322.34.

West Pharmaceutical Services (NYSE:WST) last issued its quarterly earnings results on Thursday, February 12th. The medical instruments supplier reported $2.04 EPS for the quarter, beating the consensus estimate of $1.83 by $0.21. West Pharmaceutical Services had a net margin of 16.06% and a return on equity of 17.90%. The company had revenue of $805.00 million for the quarter, compared to the consensus estimate of $795.70 million. During the same period in the prior year, the firm posted $1.82 EPS. The firm’s revenue was up 7.5% compared to the same quarter last year. West Pharmaceutical Services has set its FY 2026 guidance at 7.850-8.200 EPS. As a group, analysts expect that West Pharmaceutical Services, Inc. will post 6.62 EPS for the current year.

West Pharmaceutical Services Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, February 4th. Stockholders of record on Wednesday, January 28th were issued a $0.22 dividend. This represents a $0.88 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Wednesday, January 28th. West Pharmaceutical Services’s dividend payout ratio is presently 12.96%.

West Pharmaceutical Services News Summary

Here are the key news stories impacting West Pharmaceutical Services this week:

• Positive Sentiment: Beat-and-guide: WST reported Q4 EPS of $2.04 vs. $1.83 consensus and revenue of $805M, and issued FY‑2026 EPS guidance of $7.85–$8.20 with revenue ~$3.2–3.3B — the core reason investors pushed the stock higher. West Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Strong demand for drug components: Reuters highlights management’s forecast for 2026 profit above estimates driven by robust demand for HVP components (syringes, cartridges), supporting margin and cash‑flow outlook. West Pharma forecasts 2026 profit above estimates on strong demand for drug components
• Positive Sentiment: Proprietary product progress and outlook: Company commentary and analyst notes emphasize SmartDose and HVP-led growth, with management signaling SmartDose sale activity by mid‑2026 — a potential revenue/margin driver. WST’s Q4 Earnings & Sales Beat, SmartDose Sale by Mid-2026, Stock Up
• Positive Sentiment: Analyst support: TD Cowen reiterated a Buy and kept a $350 price target, citing non‑GLP‑1 growth, margin expansion and regulatory tailwinds — reinforcing investor confidence. Buy Rating on West
• Positive Sentiment: Market reaction coverage: Multiple outlets (Yahoo, Seeking Alpha, TipRanks) note stock strength following results and outlook, reflecting broad positive market reception. West Pharmaceutical Services (WST) Is Up 5.2% After Strong 2025 Results And 2026 Organic Growth Outlook
• Neutral Sentiment: Guidance detail and call transcript: The full earnings call transcript and slide deck provide execution details and cadence for HVP and SmartDose commercialization — useful for modeling but not new directional news. West Pharmaceutical Services Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Peer/value comparison: A Zacks piece compares Cooper (COO) and WST for value seekers — useful for allocation decisions but not directly driving WST’s move. COO vs. WST: Which Stock Is the Better Value Option?
• Neutral Sentiment: Macro market commentary: Coverage noting WST’s role in broader indices/futures is descriptive — relevant for positioning but secondary to fundamentals. Is West Pharmaceutical Services (NYSE:WST) a Pillar In S&P 500 Futures Performance
• Negative Sentiment: Relative underperformance note: MarketWatch flags that WST has underperformed some competitors recently despite daily gains — a reminder of sector competition and potential valuation scrutiny. West Pharmaceutical Services Inc. stock underperforms despite daily gains

About West Pharmaceutical Services

West Pharmaceutical Services, Inc is a global developer and manufacturer of components, systems and services that enable the containment and delivery of injectable drugs. The company focuses on high-quality packaging and delivery solutions for the pharmaceutical and biotech industries, producing primary drug packaging components and specialized drug delivery devices used for vaccines, biologics and other injectable therapies. West is known for its elastomeric closures, seals and polymer components that maintain sterility and compatibility with sensitive drug formulations.

In addition to component manufacturing, West provides engineered delivery systems and support services across the product lifecycle.