Rtw Investments Adds $19M in Repligen Corporation ($RGEN)
RTW Investments increased its position in Repligen by 13.3%, now holding 1.21 million shares.
Key Points
- RTW Investments increased its stake in Repligen Corporation (RGEN) by 13.3%, adding 142,000 shares to hold a total of 1.21 million shares as of the latest 13F filing.
- Repligen's stock, trading on the NasdaqGS, has a market cap of $7.37 billion and a P/E ratio of 143.5, with a 52-week high of $175.77.
- Analysts remain bullish, with firms like RBC Capital and JP Morgan maintaining 'buy' ratings and setting price targets between $145 and $165.
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RTW Investments recently increased its stake in Repligen Corporation (NasdaqGS: RGEN) by 13.3%, according to its latest 13F filing with the SEC. The fund added 142,000 shares, bringing its total holdings to 1,206,000 shares valued at approximately $157.5 million as of the reporting period.
What Changed in RTW Investments' Repligen Position
RTW Investments boosted its position in Repligen by 142,000 shares, growing its stake by 13.3% from 1,064,000 shares to 1,206,000 shares. This increase reflects a significant commitment, with the total value of RTW's holdings in Repligen now standing at about $157.5 million.
Other Institutional Activity in Repligen
Several other institutional investors made moves in Repligen recently. BlackRock, Inc. reduced its holdings by 626,217 shares, ending with 5,993,054 shares valued at approximately $706.1 million. Meanwhile, Price T Rowe Associates Inc added 279,080 shares, bringing its total to 4,878,141 shares worth about $574.7 million. FMR LLC also increased its stake slightly by 18,940 shares, now holding 2,886,786 shares valued at $340.1 million. United Capital Financial Advisors, LLC made a small addition of 3,118 shares, reaching a total of 2,773,980 shares worth $326.8 million.
Repligen Corporation Stock Down 22.6%
Shares of Repligen Corporation traded at $130.59. The company has a market capitalization of $7.37 billion and a P/E ratio of 143.5. Its forward P/E is 51.3, indicating expectations of future earnings growth. The stock's beta is 1.081, suggesting moderate volatility. Over the past 52 weeks, Repligen's stock has ranged from a low of $100.99 to a high of $175.77. It has a 50-day moving average of $120.28 and a 200-day moving average of $137.97.
$RGEN stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Repligen reported revenues of $763.3 million with a growth rate of 14.8%. The company's earnings per share (EPS) stood at $0.91. Its net margin was 6.7%, and return on equity (ROE) was 2.5%. The next earnings report is expected on August 4, 2026.
Insider Buying and Selling at Repligen Corporation
On May 14, 2026, several insiders, including Carrie Eglinton Manner, Nicolas Barthelemy, and Martin Madaus, each purchased 2,239 shares of Repligen. Additionally, Karen Dawes acquired 995 shares. These transactions were not part of any pre-planned trading programs.
Analysts Set New Price Targets
Analysts have been active in setting new price targets for Repligen. On June 3, 2026, HSBC maintained its 'buy' rating with a price target of $150. Wolfe Research assumed coverage with a 'buy' rating and a $145 target on June 2, 2026. RBC Capital reinstated its 'buy' rating with a $160 target on May 15, 2026. Overall, the consensus remains positive, with a mean target price of $176.11 among 19 analyst opinions.
About Repligen Corporation
Repligen Corporation, based in Waltham, Massachusetts, develops and sells bioprocessing technologies and systems for the life sciences industry. The company offers a range of products, including chromatography columns, filtration devices, and process analytics systems. Repligen serves biopharmaceutical companies, researchers, and contract manufacturers globally. Led by CEO Olivier Loeillot, the company employs around 2,000 people.
Bottom Line
RTW Investments' increased stake in Repligen highlights investor confidence in the company's growth potential. With a strong market position in the bioprocessing space, Repligen continues to attract attention from institutional investors. It's important to remember that 13F filings reflect past positions and may not indicate current holdings.
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