Bioventus, Inc. Class A (BVS)

Bioventus's stock price has decreased over the past year. In Q3 2024, Bioventus reported a 15% increase in net sales, reaching $139 million, and raised its full-year 2024 guidance. In Q2 2025, the company reported total revenue of $148 million, a 2% decrease year-over-year, but an organic growth of 6%. Bioventus divested its Advanced Rehabilitation Business in late 2024 and announced executive changes in December 2025. The company announced a delayed 10-Q filing in May 2025 and an impairment of goodwill in November 2025. As of January 2026, Bioventus has a consensus "Hold" rating from analysts.

While specific seasonal fluctuations in demand are not explicitly detailed, the company has reported strong and growing demand for its products. Durolane continues to drive double-digit growth, and Surgical Solutions have seen accelerated growth. Restorative Therapies, particularly Exogen, have also shown continued momentum and growth. The overall market for Bioventus's products is driven by general trends such as aging populations and higher healthcare spending.

Bioventus, Inc., established in 2012 and headquartered in Durham, North Carolina, is a medical technology company operating in the orthobiologics industry. The company develops and commercializes clinically differentiated treatments that engage and enhance the body's natural healing processes, with a mission to restore patient mobility and function through advanced regenerative medicine technologies. Its product portfolio includes pain treatments, restorative therapies, and surgical solutions.

Bioventus has a global presence, with its international headquarters in Hoofddorp, The Netherlands, and operates in over 50 countries. In North America, it has offices in Memphis, TN; Valencia, CA; Farmingdale, NY; and Mississauga, Ontario, Canada, in addition to its Durham, NC headquarters. The company serves orthopedic surgeons, pain management physicians, and their patients across North America, Europe, and other international markets.

Bioventus is recognized as a global leader in innovations for active healing, with products known for their safety, innovation, and effectiveness. The company's mission to partner with the healthcare community and provide clinically effective, cost-efficient, and minimally invasive medical treatments enhances its brand image. Bioventus is committed to high-quality standards, evidence-based medicine, and strong ethical behavior, positioning it as a trusted partner for physicians worldwide. There were no specific negative events affecting its brand reputation reported in the past year.

Bioventus's ownership is predominantly held by institutional investors, who hold the majority of shares. Hedge funds and private equity firms also hold significant portions, followed by the general public. Insiders own a smaller percentage of the company's stock. Major institutional and individual owners include Essex Woodlands Management, Juniper Investment Company, Smith & Nephew plc, Nantahala Capital Management, BlackRock, Inc., Vanguard Group Inc, and Royce & Associates Lp. In the past three months, Bioventus insiders have sold more of their company's stock than they have bought.