OrthoPediatrics Corp. (KIDS)

In May 2025, OrthoPediatrics Corp. reported its Q1 2025 earnings, and Truist Securities adjusted its price target for KIDS to $26 from $24, maintaining a Hold rating. In August 2025, the company released its Q2 2025 financial results, reporting a 16% year-over-year revenue increase to $61.1 million and increasing its full-year 2025 revenue guidance, but the stock experienced a 1.66% decline to $20.53 following this earnings release. In September 2025, OrthoPediatrics announced the completion of the first U.S. surgical procedures using its VerteGlide™ Spinal Growth Guidance System. In October 2025, the company announced preliminary Q3 2025 revenue and revised its 2025 guidance, which led to a fall in the stock price. Throughout October 2025, several analysts maintained their recommendations, with Piper Sandler and Lake Street maintaining Buy/Overweight ratings, and Stifel maintaining a Buy recommendation. The stock decreased by 26.8% from $23.18 at the beginning of 2025 to $16.96 by October 2025.

The demand for pediatric orthopedic products and services can exhibit seasonal variations, particularly concerning fractures, with similar low points during both summer and winter. Fracture rates were found to be higher on school days compared to summer vacation. Upper extremity fractures tend to have the highest incidence in summer, while lower extremity fractures show a peak incidence in winter. The overall market for pediatric orthopedic implants is experiencing robust growth, driven by factors such as the increasing prevalence of pediatric orthopedic conditions, trauma-related injuries in children, and rising participation in sports.

OrthoPediatrics Corp. is a medical device company focused on orthopedic solutions for children, operating within the Healthcare sector and Medical Devices industry. It designs, develops, manufactures, and markets implants and instruments for pediatric conditions like trauma, deformity correction, spine disorders, and sports injuries. Its product lines include locking plates and screws, intramedullary nails, and specialized systems like the MAGEC Magnetic Growth Rod, as well as devices for limb length discrepancies and angular deformities. Other notable products include PediLoc, PediPlates, cannulated screws, PediFlex nail, PediNail, PediLoc Tibia, ACL Reconstruction System, Locking Cannulated Blade, Locking Proximal Femur, Spica Tables, RESPONSE Spine, BandLoc, Pediatric Nailing Platform | Femur, Devise Rail, Orthex, The Fassier-Duval Telescopic Intramedullary System, SLIM Nail, The GAP Nail, The Free Gliding SCFE Screw System, GIRO Growth Modulation System, PNP Tibia System, ApiFix Mid-C System, Mitchell Ponseti, and Boston Brace 3D.

OrthoPediatrics markets its products through a direct sales organization in the United States and through distributors and regional offices in Europe, Latin America, and the Asia-Pacific region. The company distributes its products in the United States and over 70 countries internationally.

OrthoPediatrics Corp. has received positive recognition for its workplace environment and commitment to innovation. In March 2025, the company was named one of the "2025 Best Places to Work in Indiana." Also in March 2025, OrthoPediatrics announced its partnership with the Crossroads Pediatric Device Consortium (CPDC) to advance pediatric medical device innovation. The successful completion of the first U.S. surgical procedures using its VerteGlide™ Spinal Growth Guidance System in September 2025 highlights the company's dedication to developing breakthrough treatments for complex pediatric conditions like Early Onset Scoliosis.

OrthoPediatrics Corp. is owned by a mix of institutional shareholders, insiders, and retail investors. Approximately 67.07% of the company is owned by institutional shareholders, 87.92% by OrthoPediatrics insiders and 0.00% by retail investors, according to one source, while another source indicates approximately 69.05% institutional ownership and 32.70% insider ownership. Major institutional owners include Brown Advisory Inc., Brown Capital Management LLC, BlackRock, Inc., Morgan Stanley, Braidwell LP, Wellington Management Group LLP, Granahan Investment Management Inc./MA, Vanguard Group Inc., Millennium Management LLC, and Dimensional Fund Advisors LP. The largest individual shareholder is David R. Pelizzon, who owns 13.84 million shares, representing 55.18% of the company.