Medline (NASDAQ:MDLN) Price Target Raised to $54.00 at BMO Capital Markets

Medline (NASDAQ:MDLN) had its price objective increased by BMO Capital Markets from $45.00 to $54.00 in a research note issued to investors on Thursday morning,Benzinga reports. They currently have an outperform rating on the stock.

Several other research firms have also commented on MDLN. Sanford C. Bernstein initiated coverage on shares of Medline in a research report on Monday, January 12th. They set an “outperform” rating and a $49.00 price target for the company. Citigroup assumed coverage on shares of Medline in a report on Monday, January 12th. They set a “buy” rating and a $48.00 target price for the company. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Medline in a research note on Monday, January 12th. They set a “hold” rating and a $40.00 price target on the stock. Rothschild & Co Redburn set a $42.00 price objective on shares of Medline in a research report on Monday, January 12th. Finally, JPMorgan Chase & Co. set a $55.00 price objective on Medline in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Medline presently has a consensus rating of “Moderate Buy” and a consensus price target of $50.15.

Medline Trading Up 1.5%

MDLN stock opened at $48.89 on Thursday. Medline has a 1 year low of $34.89 and a 1 year high of $50.88. The business has a fifty day moving average price of $44.40.

Medline (NASDAQ:MDLN) last posted its quarterly earnings data on Wednesday, February 25th. The company reported ($0.01) EPS for the quarter, missing analysts’ consensus estimates of $0.24 by ($0.25). The company had revenue of $7.79 billion during the quarter, compared to the consensus estimate of $7.52 billion. Medline’s revenue was up 14.8% on a year-over-year basis.

Insiders Place Their Bets

In other news, Director Charles N. Mills bought 2,579,310 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were bought at an average price of $29.00 per share, for a total transaction of $74,799,990.00. Following the purchase, the director owned 2,441,379 shares in the company, valued at $70,799,991. This represents a -1,870.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, major shareholder Hellman & Friedman Capital Par sold 6,088,371 shares of the company’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $28.37, for a total transaction of $172,727,085.27. Following the completion of the transaction, the insider directly owned 4,806,160 shares of the company’s stock, valued at $136,350,759.20. This represents a 55.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure.

Hedge Funds Weigh In On Medline

Hedge funds have recently made changes to their positions in the business. Chung Wu Investment Group LLC bought a new stake in Medline in the 4th quarter valued at $155,000. North Star Investment Management Corp. bought a new position in shares of Medline during the 4th quarter valued at about $36,000. NBC Securities Inc. purchased a new position in shares of Medline during the fourth quarter valued at about $28,000. Pictet Asset Management Holding SA purchased a new position in shares of Medline during the fourth quarter valued at about $48,996,000. Finally, Teachers Retirement System of The State of Kentucky bought a new stake in shares of Medline in the fourth quarter worth about $2,768,000.

Key Stories Impacting Medline

Here are the key news stories impacting Medline this week:

• Positive Sentiment: Multiple major firms raised price targets and ratings following Q4 — Citigroup to $60 (buy), UBS to $57 (buy), BMO to $54 (outperform) and RBC to $53 (outperform). These upgrades signal renewed analyst conviction and likely support near‑term buying interest.
• Positive Sentiment: Q4 revenue beat and strong growth: Medline reported Q4 net sales of ~$7.8B (up 14.8% YoY) and full‑year net sales of $28.4B, driven by new customer signings — a validation of the company’s scale and demand. Medline Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management issued 2026 guidance calling for Organic Sales growth of 8–9% and Adjusted EBITDA of $3.5–$3.6B, which supports a positive growth narrative despite near‑term margin headwinds. Medline Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analyst coverage roundup and notes on upgraded forecasts after Q4 provide context for the rating moves but aggregate guidance and assumptions vary by shop. Medline Analysts Boost Their Forecasts Following Q4 Results
• Neutral Sentiment: Earnings call and transcript are available for detailed read‑throughs of management’s commentary on customer wins, supply‑chain actions and cost drivers. Medline Inc. (MDLN) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Valuation pieces are appearing as shares move; some note momentum but also emphasize the need to weigh price against near‑term margin pressure. Assessing Medline (MDLN) Valuation After Recent Share Price Momentum
• Negative Sentiment: Earnings per share missed consensus — reported ($0.01) vs. street ~$0.24 — driven by higher cost of goods sold, tariffs and IPO-related expenses; this explains some investor caution on near‑term profitability. Medline Q4 Press Release / Financial Tables
• Negative Sentiment: Net income and adjusted margins were down (Q4 net income -37.7% YoY; Adjusted EBITDA roughly flat) and management cited tariff, inventory and investment costs — risks that could compress margins if cost pressures persist. Quiver Quant Summary

About Medline

Medline (NASDAQ: MDLN) is a healthcare products and services company that manufactures, sources and distributes a wide range of medical supplies and equipment for healthcare providers. Its product portfolio spans clinical consumables and personal protective equipment, surgical and procedural supplies, wound care and incontinence products, diagnostic and laboratory supplies, and select durable medical equipment. Medline supports care settings that include hospitals, health systems, long-term care facilities, ambulatory clinics and home health providers.

In addition to product manufacturing and distribution, Medline provides supply‑chain and logistics services designed to help healthcare customers manage inventory, reduce costs and streamline operations.