Gibbs Wealth Management Buys 5,353 Shares of Repligen Corporation $RGEN

Gibbs Wealth Management grew its stake in Repligen Corporation (NASDAQ:RGEN) by 99.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,713 shares of the biotechnology company’s stock after buying an additional 5,353 shares during the period. Gibbs Wealth Management’s holdings in Repligen were worth $1,262,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in RGEN. United Capital Financial Advisors LLC bought a new stake in Repligen in the third quarter valued at approximately $368,387,000. Opti Capital Management LP bought a new position in Repligen during the 4th quarter worth approximately $2,399,209,000. Wasatch Advisors LP bought a new position in Repligen during the 1st quarter worth approximately $146,513,000. Massachusetts Financial Services Co. MA bought a new position in Repligen during the 4th quarter worth approximately $199,176,000. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of Repligen by 31.1% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,599,061 shares of the biotechnology company’s stock worth $753,603,000 after purchasing an additional 1,091,683 shares during the period. 97.64% of the stock is owned by institutional investors and hedge funds.

Repligen Trading Down 1.8%

NASDAQ:RGEN opened at $137.60 on Friday. The company has a current ratio of 9.20, a quick ratio of 7.78 and a debt-to-equity ratio of 0.26. The stock has a market capitalization of $7.76 billion, a price-to-earnings ratio of 152.89, a PEG ratio of 2.70 and a beta of 1.06. The firm has a fifty day simple moving average of $131.09 and a two-hundred day simple moving average of $132.60. Repligen Corporation has a 12 month low of $100.99 and a 12 month high of $175.77.

Repligen (NASDAQ:RGEN) last announced its quarterly earnings data on Tuesday, May 5th. The biotechnology company reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.38 by $0.10. The firm had revenue of $194.25 million for the quarter, compared to analyst estimates of $192.05 million. Repligen had a net margin of 6.73% and a return on equity of 4.88%. The business’s quarterly revenue was up 14.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.39 earnings per share. Repligen has set its FY 2026 guidance at 1.970-2.050 EPS. Analysts expect that Repligen Corporation will post 1.99 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Jason K. Garland sold 733 shares of the company’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $145.00, for a total transaction of $106,285.00. Following the transaction, the chief financial officer directly owned 19,359 shares of the company’s stock, valued at approximately $2,807,055. This represents a 3.65% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.60% of the company’s stock.

Key Stories Impacting Repligen

Here are the key news stories impacting Repligen this week:

• Positive Sentiment: The deal should strengthen Repligen’s position in cell therapy by adding BioLife’s biopreservation media and cell processing tools, expanding its addressable market and customer offering. Article Title
• Positive Sentiment: Management said the transaction should be accretive to adjusted EPS by at least $0.05 in year one and $0.25 in year two, with at least $20 million in synergies in year one and $30 million in year two. Article Title
• Positive Sentiment: Preliminary Q2 results were also supportive, with Repligen expecting about 12% reported revenue growth and 13% organic growth, suggesting continued underlying business momentum. Article Title
• Neutral Sentiment: The merger is not expected to close until Q4 2026 and still needs regulatory and shareholder approvals, leaving some timing uncertainty. Article Title
• Negative Sentiment: The market may be reacting to dilution and integration concerns because the purchase is being funded with both cash and Repligen stock, while the acquired business adds execution risk if expected synergies do not materialize. Article Title

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. JPMorgan Chase & Co. reduced their price objective on shares of Repligen from $180.00 to $165.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 6th. Citigroup upgraded shares of Repligen to a “buy” rating in a report on Tuesday, July 7th. Jefferies Financial Group reaffirmed a “hold” rating and set a $142.00 price target on shares of Repligen in a research report on Tuesday, May 5th. Weiss Ratings upgraded Repligen from a “sell (d)” rating to a “sell (d+)” rating in a report on Tuesday, July 14th. Finally, Barclays boosted their price objective on Repligen from $145.00 to $160.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $165.36.

Repligen Company Profile

Repligen Corporation (NASDAQ:RGEN) is a life sciences company that develops and manufactures high-value consumable products for bioprocessing applications. Founded in 1981 and headquartered in Waltham, Massachusetts, the company specializes in technologies that support the development and production of biopharmaceuticals. Repligen’s offerings include chromatography resins, filtration membranes, single-use technologies and systems for downstream purification and upstream processing.

The company’s core product lines encompass Protein A affinity resins, designed for monoclonal antibody purification, and a portfolio of ion exchange, multimodal and hydrophobic interaction resins.