ResMed Inc. (RMD)

Over the past six months, ResMed's stock has experienced various movements and events. As of October 1, 2025, the share price was $270.95, representing a 13.49% increase from October 1, 2024. The stock has shown a 3.13% rise over the past month and a 3.48% increase compared to the previous week as of June 30, 2024. Key events include earnings reports where ResMed beat Wall Street's revenue expectations, a dividend increase to $0.60 per share, analyst price target adjustments from Stifel Nicolaus and Royal Bank of Canada, insider selling by CEO Michael J. Farrell, market sentiment influenced by concerns about weight loss drugs, and the impact of a competitor recall by Philips.

The provided information does not explicitly detail the demand seasonality for ResMed, Inc. products and services. However, the company's business is driven by the increasing diagnosis of sleep apnea, combined with aging populations and the rising prevalence of obesity, which suggests a structurally growing market. The focus on digital health and cloud-connected devices also aims to improve patient adherence and provide continuous data, which could lead to more consistent demand rather than strong seasonal fluctuations. The CEO's comments on consumer wearables tracking sleep health and the use of GLP-1 therapies potentially driving increased patient flow also suggest a focus on long-term, consistent demand growth rather than seasonal peaks and troughs.

ResMed Inc. is a global medical device company specializing in digital health and cloud-connected medical devices, operating within the Healthcare sector, specifically in the Medical Instruments & Supplies industry. The company develops, manufactures, and distributes medical equipment for respiratory disorders such as sleep-disordered breathing, sleep apnea, and chronic obstructive pulmonary disease. Major products include CPAP devices, masks and accessories, ventilation devices, and SaaS solutions like AirView and Brightree. ResMed's strategy emphasizes integrating hardware with sophisticated software to create a connected health ecosystem.

ResMed has a significant global presence, operating in over 140 countries. Approximately two-thirds of its revenue is generated in the Americas, with the remaining balance coming from other regions, primarily Europe, Japan, and Australia. The company maintains manufacturing facilities in Australia, Singapore, France, and the United States. ResMed is dual-headquartered in San Diego, California, USA, and Sydney, Australia.

ResMed has maintained a strong brand reputation in the past year, marked by continued innovation and recognition. The company received a Red Dot Design Award for AirTouch N30i, and CEO Mick Farrell was named #1 Health Technology CEO of 2022. ResMed launched a Sleep Institute to elevate sleep health as a global priority, and a new study found that Obstructive Sleep Apnea is expected to affect nearly 77 million U.S. adults by 2050. ResMed strengthened its innovation leadership with dual Red Dot Design Awards. No specific events negatively impacted ResMed's brand reputation in the past year were found in the provided search results.

ResMed Inc. has significant institutional ownership, with 1692 institutional owners and shareholders holding a total of 103,367,904 shares, approximately 75% of the company. The top 24 shareholders hold 50% of the business. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual insiders own less than 1% of ResMed Inc., specifically 0.526% or 768,082 shares.