← BackOrganon & Co. · DrugmakersOGN
Low riskNext report: Due any day
The short versionA profitable company with steady sales.
Going well
- Profitable
- Brings in more cash than it spends
- High return on equity: 31%
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 9.5% to their holdings in the quarter ending June 2026 (230 bought, 276 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$13.750.0% that day
- Company value
- $3.6B
- Share price times all shares
- Price vs profit (P/E)
- 17.6x
- You pay about $18 for each $1 of yearly profit
- Price vs sales
- 0.59x
- Company value is 0.59 times a year of sales
- Dividend yield
- 2.5%
- Yearly dividend as a share of today's price
- Cash vs value
- 31%
- A big cushion: cash is a large part of what the company is worth
- Debt vs value
- 239%
- Owes more than the whole company is worth
From OGN's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$1.6B-2.3% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $6.1B, down 2.5% from the 12 months before. Over 5 years, sales shrank about 1.0% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.30.6%
- MissDebt under half of equityNot relying on borrowed money.11.49x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.3.0%
- PassProfitable every yearSteady profits, not one good year.7 of 7 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$538.0M
- MissShare count not growingNot diluting owners. Falling means buybacks.+2.2% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.53.3%
- Revenue
- $6.2B
- -2.9% vs prior year
- 5-year growth
- -1.0%/yr
- revenue, per year
- Total debt
- $8.6B
- 11.49x equity
- Current ratio
- 1.82x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $1.6B
- -2.3% YoY
- EPS
- $0.40
- vs $0.56
- Gross margin
- 54.4%
- -0.4 pts
- Free cash flow
- $65.0M
- Share count
- +4.0%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.6
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+9.5%Institutions added 9.5% to their holdings. 230 bought, 276 sold. 2 quarters of net buying in a row.
Shares held by institutions218.7M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.9%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
8.5x · $8.6B debtShares outstandingLatest reported
263MNext reportDue any dayEstimated from the same quarter last year
- Results filedApr 30
- Results filedFeb 12
- Results filedNov 10, 2025
- Results filedAug 5, 2025
- Results filedMay 1, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Option exerciseFerreira Juan Camilo ArjonaHead of R&D & CMO
11,519 shares
- +38% of holdings
- Now owns 41,566 shares
- Filed 1 day after trade
- Also: Shares withheld for taxes
SoldJuliana Papa DrinaneHead of Mfg & Supply
14,761 shares at $13.57 · $200K
- -44% of holdings
- Now owns 18,475 shares
- Not a pre-planned sale
- Filed same day
Stock awardRobert EssnerDirector
17,857 shares at $13.44 · $240K
- +28% of holdings
- Now owns 81,141 shares
- Phantom Stock
- Filed 3 days after trade
Stock awardAlan EzekowitzDirector
17,857 shares at $13.44 · $240K
- +28% of holdings
- Now owns 81,141 shares
- Phantom Stock
- Filed 3 days after trade
Stock awardHelene D GayleDirector
17,857 shares at $13.44 · $240K
- +28% of holdings
- Now owns 81,141 shares
- Phantom Stock
- Filed 3 days after trade
Stock awardRochelle B LazarusDirector
17,857 shares at $13.44 · $240K
- +28% of holdings
- Now owns 81,141 shares
- Phantom Stock
- Filed 3 days after trade