Organon & Co. (OGN)

Organon & Co.'s stock price has declined significantly, with a 46.45% drop between February 4, 2025, and February 3, 2026, and a 10.18% decrease over the past six months. Key events impacting the stock include Q3 2025 earnings that beat estimates, a lowered full-year 2025 revenue guidance, a quarterly dividend announcement of $0.02 per share, and leadership changes following an internal investigation into Nexplanon sales practices. The company also divested its Jada system for $465 million to reduce debt.

Specific detailed seasonal trends for all Organon products are not publicly available. Customer buying patterns for Nexplanon introduce quarterly noise. In the Asia Pacific/Japan region, there is a pickup in demand for respiratory products associated with seasonally poor air quality. Analysts expect Organon's revenue to remain flat over the next 12 months, suggesting some demand headwinds.

Organon & Co. is a science-based pharmaceutical company focused on developing and delivering health solutions through prescription therapies, operating within the Pharmaceuticals sector. Its core therapeutic areas include reproductive medicine, contraception, psychiatry, hormone replacement therapy, and anesthesia. The company's business is structured around three main product portfolios: Women's Health, Biosimilars, and Established Brands. The Women's Health segment includes products for contraception and fertility, such as Nexplanon and NuvaRing. The Biosimilars portfolio consists of immunology and oncology products, often commercialized through partnerships. The Established Brands segment comprises a broad range of legacy prescription therapies, including treatments for cholesterol, hypertension, respiratory issues, dermatology, bone health, and pain management.

Organon & Co. has a significant global presence, with products available in over 140 countries and territories. The company's headquarters are located in Jersey City, New Jersey, USA. A majority of its revenue comes from Europe and Canada, followed by the United States, and then Asia Pacific and Japan. Approximately 75% of its sales are generated outside of the United States.

Organon & Co. has faced challenges to its brand reputation, with a news sentiment score of -0.13, lower than the average for medical companies. An internal investigation into Nexplanon sales practices, leading to leadership changes, has significantly impacted its reputation. The installation of interim leadership and remediation efforts indicate a period of scrutiny and adjustment for the company.

Organon & Co.'s ownership is a mix of institutional, retail, and individual investors. Approximately 46.97% of the company's stock is owned by Institutional Investors, 0.37% by Insiders, and 52.66% by Public Companies and Individual Investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and iShares Core S&P Small-Cap ETF (IJR).