Avantor, Inc. (AVTR)

Over the past six months, Avantor's stock price has generally decreased, with a 52-week low of $10.62 and a high of $19.52. In Q2 2025, Avantor reported EPS of $0.09. In Q3 2025, the company reported EPS of $0.22, missing analysts' expectations and decreasing from the previous year. Avantor took a $785 million goodwill impairment charge related to its lab distribution business. The company expanded its cost transformation initiative, targeting $400 million in gross run-rate savings by the end of 2027, and announced a $500 million share repurchase program. The divestiture of its Clinical Services business created a revenue headwind. Avantor's stock received three downgrades and one upgrade from analysts, with a consensus rating of "Hold" and an average 12-month price target of $13.60.

The demand for products and services in the life sciences tools and consumables sector can be influenced by fluctuations in research funding cycles. While seasonal patterns for AVTR's stock returns may exist, specific details on the seasonality of demand for Avantor's products and services were not explicitly provided. The company's diverse product offerings and strategic positioning in essential markets may offer some insulation against sector-specific downturns.

Avantor, Inc. is an American biotechnology, chemicals, and pharmaceutical company providing mission-critical products and services across various industries, operating primarily within the Health Technology sector. The company's offerings include high-purity chemicals and reagents, lab products, specialized silicone materials, customized excipients, single-use assemblies, process chromatography resins, analytical sample prep kits, education and microbiology products, clinical trial kits, and fluid handling tips. Avantor also provides equipment such as filtration systems, virus inactivation systems, incubators, analytical instruments, evaporators, ultra-low-temperature freezers, biological safety cabinets, and peristaltic pumps. Additionally, they offer onsite lab and production services, equipment services, procurement and sourcing, biopharmaceutical material scale-up and development services, and scientific research support services.

Avantor, Inc. has a significant global presence with operations in the Americas, Europe, Asia, the Middle East, and Africa. The company has single-use manufacturing sites in the United States, including California, Illinois, Massachusetts, New Jersey, and North Carolina. Avantor also has innovation centers in Shanghai, China, and Bridgewater, New Jersey, which expanded in 2020 to enhance research and development capabilities, particularly in cell and gene therapy reagent manufacturing.

Avantor is generally regarded as a trusted and collaborative partner in scientific innovation. Recent analyst sentiment indicates a mixed view, with a consensus "Hold" rating. The significant goodwill impairment charge taken in Q3 2025 could negatively impact the company's financial reputation and market confidence.

Institutional investors hold approximately 57.50% of Avantor's shares, while public/individual investors hold about 41.86%, and insiders hold 0.64%. Major institutional owners include Dodge & Cox, The Vanguard Group, Inc., and BlackRock, Inc. Individual insider transactions between May 2025 and December 2025 show a mix of buys and sells by directors and officers.