Perrigo Co. Plc (PRGO)

Perrigo's stock price has experienced a significant decline over the past six months. Key events impacting the stock price include the Q4 2025 earnings release where Perrigo reported a net loss and issued weak 2026 guidance, Q3 and Q2 2025 earnings releases, securities fraud lawsuits announced by multiple law firms, a dividend announcement, price target reductions by JPMorgan and Canaccord, and the divestiture of its prescription drug business for $1.5 billion in 2025.

Perrigo's earnings per share (EPS) exhibit significant seasonality. The healthcare sector generally experiences seasonal strength from April 25 to December 4. For Perrigo specifically, the first and second quarters of 2026 are anticipated to be the lowest for earnings, with sequential improvements expected in the third and fourth quarters of the year.

Perrigo Company plc (PRGO) is a global healthcare company specializing in over-the-counter (OTC) health and wellness solutions, focusing on self-care products. The company operates within the Healthcare sector, specifically in the Drug Manufacturers - Specialty & Generic and Pharmaceuticals: Major industries. Perrigo's business model includes both private-label consumer health goods and a portfolio of national brands. Its product categories encompass Upper Respiratory, Pain and Sleep-Aids, Skincare and Personal Hygiene, Digestive Health, and Nutrition. Perrigo also offers healthy lifestyle products, women's health products, vitamins, minerals, and supplements. The company also provides contract manufacturing services.

Perrigo's commercial footprint is primarily centered in the United States and Europe, operating in approximately 30 countries. The company's segments include Consumer Self-Care Americas (CSCA) and Consumer Self-Care International (CSCI). Perrigo also has a presence in other key markets such as Mexico, China, India, Israel, and the United Kingdom & Ireland. While legally headquartered in Dublin, Ireland for tax purposes, its operational headquarters are in Grand Rapids, Michigan, U.S.

Perrigo's brand reputation in the past year has been significantly impacted by its declining stock price and legal challenges. Despite these challenges, Perrigo is still recognized as a scaled consumer health leader and a pioneer in the OTC self-care market, with a strong presence in private-label consumer health goods and a diversified brand portfolio. The company's strategic focus on self-care products and its efforts to improve margins and operational efficiencies after past acquisition missteps could contribute to a future positive shift in its reputation.

Perrigo Company plc's ownership structure is predominantly institutional, with institutional investors holding a significant portion of the company's stock. Major institutional owners include Price T Rowe Associates Inc, BlackRock, Inc., Vanguard Group Inc, Fuller & Thaler Asset Management, Inc., Neuberger Berman Group LLC, Dimensional Fund Advisors Lp, State Street Corp, Thompson Siegel & Walmsley Llc, Invesco Ltd., and Cooke & Bieler Lp. Insider ownership is relatively low. Michael J. Jandernoa is noted as the largest individual shareholder, owning 30.16% of the company's shares. Moshe Arkin is another significant individual owner.