RGEN

REPLIGEN CORP

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0000730272
$125.33 +2.47% $7.1B
High Impact Filing (7/10)
Vol
Market Cap$7.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders8 funds
Inst. Value$1.6B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 1S
Insider Net $-$536.5K
SEC Reports3
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0000730272·Prev Close $122.31

Recent Activity

May 22, 2026 other
Repligen Corporation to Present at William Blair 46th Annual Growth Stock Conference
<p>WALTHAM, Mass., May 22, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sci
May 14, 2026 Insider
Pax Margaret sold 995 shares
Director @ $0.00 ($0.00)
May 14, 2026 Insider
BARTHELEMY NICOLAS sold 995 shares
Director @ $0.00 ($0.00)
May 14, 2026 Insider
BARTHELEMY NICOLAS sold 2,239 shares
Director @ $0.00 ($0.00)
May 5, 2026 SEC
Repligen reported Q1 2026 adjusted EPS of $0.48, beating the $0.38 consensus by 26.3%, and revenue of $194M (+15% YoY, +
PRESS-RELEASE — Impact 7/10
May 5, 2026 SEC
Repligen reported Q1 2026 revenue of $194M (+15% YoY, +11% organic) and adjusted EPS of $0.48, beating the $0.38 consens
8-K — Impact 7/10
Apr 22, 2026 SEC
Repligen Corporation announced it will report Q1 2026 financial results on May 5, 2026, with no financial data released
PRESS-RELEASE — Impact 3/10
Inst.
NORGES BANK — NEW
462,094 shares ($75.7M)

Price Targets

$176.11 +35.3% upside Strong Buy
Current $130.13 Low $142.00 Median $180.00 High $220.00 19 analysts
$142.00 $220.00

Analyst Ratings

Strong Buy82% buy · 28 analysts
7Strong Buy
16Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 HSBC MAINTAIN Buy → Buy
May 6, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 6, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 20, 2026 Canaccord Genuity MAINTAIN Hold → Hold
Apr 17, 2026 Roth Capital INITIATE Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.45 ▼ -3.0% $0.41 — $0.48 22% YoY 17
Next Q $0.47 ▼ -8.5% $0.42 — $0.55 3% YoY 17
Current FY $2.00 ▲ +1.7% $1.97 — $2.03 17% YoY 21
Next FY $2.55 ▲ +1.1% $1.87 — $2.73 27% YoY 20

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$818.3M
FMR LLC$469.9MADD
MORGAN STANLEY$93.6M
NORGES BANK$75.7MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$70.6MNEW

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Pax MargaretA$0.00
May 14, 2026BARTHELEMY NICOLASA$0.00
May 14, 2026BARTHELEMY NICOLASA$0.00
May 14, 2026Konstantinov KonstantinA$0.00
May 14, 2026Mhatre RohinA$0.00
8 institutional holders with $1.6B total value (9,767,664 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC4,993,945$818.3M51.1%
2FMR LLC2,867,846$469.9M29.4%ADD +66.8%
3MORGAN STANLEY570,977$93.6M5.8%
4NORGES BANK462,094$75.7M4.7%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC430,704$70.6M4.4%NEW
6BANK OF AMERICA CORP /DE/397,229$65.1M4.1%
7WELLS FARGO & COMPANY/MN36,469$6.0M0.4%ADD +62.2%
8TWO SIGMA INVESTMENTS, LP8,400$1.4M0.1%NEAR_EXIT -91.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW462,094$75.7M2025-Q4
WELLS FARGO & COMPANY/MNADD22,47936,469+62.2%$6.0M2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT94,8618,400-91.1%$1.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT109,4040-100.0%$0.002025-Q4
FMR LLCADD1,613,3042,691,212+66.8%$359.7M2025-Q3
UBS Group AGADD295,198456,929+54.8%$61.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD66,304109,404+65.0%$14.6M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM313,14394,861-69.7%$12.7M2025-Q3
NORGES BANKEXIT249,1670-100.0%$0.002025-Q3
FMR LLCDOUBLED732,4041,613,304+120.3%$200.7M2025-Q2
TWO SIGMA INVESTMENTS, LPADD225,306313,143+39.0%$38.9M2025-Q2
NORGES BANKNEW249,167$31.0M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW66,304$8.2M2025-Q2
UBS Group AGADD188,811241,074+27.7%$30.7M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM359,039225,306-37.2%$28.7M2025-Q1
NORGES BANKEXIT166,9750-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED591,4611,261,502+113.3%$181.6M2024-Q4
UBS Group AGDOUBLED93,203188,811+102.6%$27.2M2024-Q4
WELLS FARGO & COMPANY/MNDOUBLED7,80119,303+147.4%$2.8M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW363,379$54.1M2024-Q3
14 unique insiders with 1 transactions. Net insider value: -$536.5K ($0.00 bought, $536.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Pax MargaretDirectorA995$0.00$0.00
May 14, 2026BARTHELEMY NICOLASDirectorA995$0.00$0.00
May 14, 2026BARTHELEMY NICOLASDirectorA2,239$0.00$0.00
May 14, 2026Konstantinov KonstantinDirectorA995$0.00$0.00
May 14, 2026Mhatre RohinDirectorA995$0.00$0.00
May 14, 2026EGLINTON MANNER CARRIEDirectorA995$0.00$0.00
May 14, 2026DAWES KAREN ADirectorA2,239$0.00$0.00
May 14, 2026Konstantinov KonstantinDirectorA2,239$0.00$0.00
May 14, 2026DAWES KAREN ADirectorA995$0.00$0.00
May 14, 2026MUIR GLENN PDirectorA995$0.00$0.00
May 14, 2026MUIR GLENN PDirectorA2,239$0.00$0.00
May 14, 2026Pax MargaretDirectorA2,239$0.00$0.00
May 14, 2026Madaus Martin DDirectorA995$0.00$0.00
May 14, 2026Madaus Martin DDirectorA2,239$0.00$0.00
May 14, 2026EGLINTON MANNER CARRIEDirectorA2,239$0.00$0.00
May 14, 2026Mhatre RohinDirectorA2,239$0.00$0.00
May 7, 2026Douglass Brian RobbCHIEF PRODUCT OFFICERF334$126.43$42.2K
May 7, 2026MUIR GLENN PDirectorM2,434$38.76$94.3K
May 7, 2026MUIR GLENN PDirectorM2,434$0.00$0.00
Apr 21, 2026Loeillot OlivierChief Executive OfficerSELL3,832$140.00$536.5K
Mar 5, 2026KURIYEL RALFSenior VP, R&DA5,284$0.00$0.00
Mar 5, 2026KURIYEL RALFSenior VP, R&DA5,669$0.00$0.00
Mar 5, 2026Loeillot OlivierChief Executive OfficerA25,890$0.00$0.00
Mar 5, 2026Garland Jason KCFOA7,751$0.00$0.00
Mar 5, 2026Garland Jason KCFOA8,315$0.00$0.00
Mar 5, 2026Bylund JamesChief Operating OfficerA7,751$0.00$0.00
Mar 5, 2026Bylund JamesChief Operating OfficerA8,315$0.00$0.00
Mar 5, 2026Loeillot OlivierChief Executive OfficerA24,134$0.00$0.00
Mar 4, 2026Bylund JamesChief Operating OfficerA125$0.00$0.00
Mar 4, 2026KURIYEL RALFSenior VP, R&DA125$0.00$0.00
Mar 2, 2026Bylund JamesChief Operating OfficerF2,433$124.97$304.1K
Mar 2, 2026Loeillot OlivierChief Executive OfficerF1,610$124.97$201.2K
Mar 2, 2026Hunt AnthonyDirectorF9,897$124.97$1.2M
Mar 2, 2026Garland Jason KCFOF715$124.97$89.4K
Mar 2, 2026KURIYEL RALFSenior VP, R&DF923$124.97$115.3K
Mar 2, 2026Douglass Brian RobbCHIEF PRODUCT OFFICERF221$124.97$27.6K
Feb 27, 2026Garland Jason KCFOF327$128.73$42.1K
Feb 27, 2026Loeillot OlivierChief Executive OfficerF344$128.73$44.3K
Feb 27, 2026KURIYEL RALFSenior VP, R&DF444$128.73$57.2K
Feb 27, 2026Bylund JamesChief Operating OfficerF1,478$128.73$190.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (82% buy). Based on 28 analysts: 7 strong buy, 16 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$176.11 mean target +35.3% upside Strong Buy (1.55)
$142.00 Low $220.00 High
MetricValue
Current Price$130.13
Target Low$142.00
Target Mean$176.11
Target Median$180.00
Target High$220.00
# Analysts19
RecommendationStrong Buy (1.55)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.45 $0.41 $0.48 22.5% -3.0% 2↑ 10↓ $0.2B 10.4% 17
Next Q
2026-09-30
$0.47 $0.42 $0.55 2.9% -8.5% 1↑ 14↓ $0.2B 9.3% 17
Current FY
2026-12-31
$2.00 $1.97 $2.03 17.1% +1.7% 15↑ 0↓ $0.8B 11.5% 21
Next FY
2027-12-31
$2.55 $1.87 $2.73 27.2% +1.1% 10↑ 4↓ $0.9B 14.8% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.453
7d ago$0.453
30d ago$0.467-0.014
60d ago$0.466-0.013
90d ago$0.466-0.013
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 HSBC MAINTAIN Buy Buy
May 6, 2026 JP Morgan MAINTAIN Overweight Overweight
May 6, 2026 Barclays MAINTAIN Overweight Overweight
Apr 20, 2026 Canaccord Genuity MAINTAIN Hold Hold
Apr 17, 2026 Roth Capital INITIATE Buy
Apr 14, 2026 Barclays MAINTAIN Overweight Overweight
Apr 6, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 23, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Feb 25, 2026 UBS MAINTAIN Buy Buy
Feb 25, 2026 Barclays MAINTAIN Overweight Overweight
Feb 25, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 25, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 16, 2026 UBS MAINTAIN Buy Buy
Dec 15, 2025 Barclays MAINTAIN Overweight Overweight
Dec 15, 2025 Wells Fargo MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671650082%
May 1, 202671750083%
Apr 1, 202671650082%
Mar 1, 202671650082%
Feb 1, 202671650082%
Jan 1, 202671650082%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 22, 2026
other
Repligen Corporation to Present at William Blair 46th Annual Growth Stock Conference
<p>WALTHAM, Mass., May 22, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology
May 20, 2026
other
Repligen Announces Publication of the Company’s 2025 Corporate Sustainability Report
<p>WALTHAM, Mass., May 20, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology
May 18, 2026
dark_pool
Dark Pool: RGEN — 2.4M shares, 37,314 trades
Week starting 2026-05-18. Total ATS volume: 2,411,802 shares across 37,314 trades.
May 11, 2026
dark_pool
Dark Pool: RGEN — 3.2M shares, 46,391 trades
Week starting 2026-05-11. Total ATS volume: 3,222,875 shares across 46,391 trades.
May 6, 2026
short_volume
Short Volume: RGEN — 55.2% short (0.3M / 0.5M)
Short: 292,702 | Exempt: 671 | TRF Vol: 529,957 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings
Repligen Reports First Quarter 2026 Financial Results and Updates Full Year 2026 Financial Guidance
<p>WALTHAM, Mass., May 05, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology
May 5, 2026
earnings_calendar
RGEN Q1 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: RGEN — 2.3M shares, 40,806 trades
Week starting 2026-05-04. Total ATS volume: 2,296,183 shares across 40,806 trades.
May 4, 2026
short_interest
FTD: RGEN — 23,794 shares ($2.8M) failed to deliver
Settlement: 20260504, Price: $117.20, FTD Value: $2,788,656.8, REPLIGEN CORP
May 1, 2026
short_interest
FTD: RGEN — 41,956 shares ($5.0M) failed to deliver
Settlement: 20260501, Price: $118.31, FTD Value: $4,963,814.36, REPLIGEN CORP
Apr 27, 2026
dark_pool
Dark Pool: RGEN — 1.7M shares, 33,462 trades
Week starting 2026-04-27. Total ATS volume: 1,731,699 shares across 33,462 trades.
Apr 24, 2026
short_interest
FTD: RGEN — 35,140 shares ($4.0M) failed to deliver
Settlement: 20260424, Price: $114.06, FTD Value: $4,008,068.4, REPLIGEN CORP
Apr 22, 2026
earnings
Repligen to Report First Quarter 2026 Financial Results
Webcast and Conference Call to Be Held Tuesday, May 5, 2026, at 8:00 a.m. ET <pre>Webcast and Conference Call to Be Held Tuesday, May 5, 2026, at 8:00
Apr 21, 2026
short_volume
Short Volume: RGEN — 77.6% short (0.4M / 0.5M)
Short: 415,122 | Exempt: 0 | TRF Vol: 535,268 | Short Ratio: 77.6% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: RGEN — 2.2M shares, 36,027 trades
Week starting 2026-04-20. Total ATS volume: 2,187,827 shares across 36,027 trades.