West Pharmaceutical Services, Inc. (WST)

Over the past six months, West Pharmaceutical Services, Inc. stock has experienced several notable events. As of January 13, 2026, the stock was up 22.72% over the past six months but down 0.85% year-to-date and 18.10% over the past year. In October 2025, the company reported strong third-quarter CY2025 results, beating revenue and non-GAAP profit expectations, and raised its full-year revenue and Adjusted EPS guidance. In July 2025, a class-action lawsuit was filed against West Pharmaceutical Services, Inc., alleging materially false and/or misleading statements and failure to disclose significant destocking across its high-margin High-Value Product portfolio. In January 2026, West Pharmaceutical Services sold its Arizona manufacturing facility to AbbVie.

West Pharmaceutical Services' demand is primarily driven by secular trends in the pharmaceutical and biotechnology industries rather than distinct seasonal patterns. Key drivers include the increasing use of biologic drugs, vaccines, and injectable therapies, such as GLP-1 obesity/diabetes treatments. The company is well-positioned to benefit from the surging use of injectable biologics and the trend of pharmaceutical companies outsourcing high-value processes. Demand is more consistently driven by ongoing healthcare needs and drug development cycles.

West Pharmaceutical Services, Inc. is a global leader in designing, manufacturing, and marketing components and systems for injectable drugs and healthcare products, operating in the Healthcare sector, specifically in the Medical Equipment, Supplies & Distribution industry. The company's major products and services are categorized into Proprietary Products, focusing on packaging, containment solutions, drug delivery products, and Contract-Manufactured Products, providing custom manufacturing services for complex medical devices and components. West is a critical partner for biologics and complex injectable therapies, holding a significant share of the global elastomeric components market for injectable drug packaging.

West Pharmaceutical Services, Inc. has a significant global presence with 21 production sites worldwide as of late 2024. The United States accounts for 42.5% of net sales, Germany 12.9%, Ireland 11.2%, France 8.4%, other European countries 13.3%, and other regions 11.7%. West maintains manufacturing facilities across North America, Europe, and Asia, including its global headquarters in Exton, Pennsylvania, and facilities in other locations in Pennsylvania, Puerto Rico, and Ireland. The company has expanded its footprint in Asia, opening a new facility in South Korea in 2024 and discussing expansion in China.

In the past year, West Pharmaceutical Services' brand reputation has seen mixed influences. Analysts have reiterated a positive outlook on the company, citing strong quarterly results, raised guidance, and resilient demand for its high-value proprietary elastomer components and exposure to GLP-1 therapies. The company's dominant market position and high-quality reputation in injectable drug packaging are also noted as formidable barriers to entry for competitors. However, a class-action lawsuit filed in July 2025, alleging materially false and/or misleading statements regarding customer demand and the profitability of its SmartDose device, could negatively affect public and investor perception.

West Pharmaceutical Services, Inc. is primarily owned by institutional investors, holding approximately 95.55% of the company's stock, with 3.76% held by insiders and 0.69% by retail investors. Major institutional owners include The Vanguard Group, BlackRock Inc., State Street Corp, Artisan Partners Limited Partnership, and Brown Advisory. The largest individual shareholder is Donald E. Morel Jr., who owns 1.11% of the company.