RGEN

REPLIGEN CORP

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0000730272
$130.59 -2.06% $7.4B
High Impact Filing (7/10)21 New Institutional Positions19 Institutional Exits
Vol
Market Cap$7.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$4.4B
Inst. Activity21 buys / 19 sells
Insider Activity0B / 1S
Insider Net $-$536.5K
SEC Reports4
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0000730272·Prev Close $133.33

Recent Activity

Jun 12, 2026 short_volume
Short Volume: RGEN — 63.0% short (0.4M / 0.6M)
Short: 369,679 | Exempt: 5 | TRF Vol: 586,980 | Short Ratio: 63.0% | Off-exchange volume (dark pool
Jun 11, 2026 SEC
{ "summary": "During Q3 2024, an institutional cluster in REPLIGEN CORP (RGEN) showed a mixed but net-buying pattern:
INST-CLUSTER — Impact 5/10
May 14, 2026 Insider
Pax Margaret was granted 995 shares
Director
May 14, 2026 Insider
BARTHELEMY NICOLAS was granted 995 shares
Director
May 14, 2026 Insider
BARTHELEMY NICOLAS was granted 2,239 shares
Director
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
Inst.
WASATCH ADVISORS LP — NEW
1,243,531 shares ($146.5M)

Price Targets

$176.11 +34.9% upside Strong Buy
Current $130.59 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
BlackRock, Inc.$706.1M
FMR LLC$340.1M
VANGUARD CAPITAL MANAGEMENT LLC$282.4M
VANGUARD PORTFOLIO MANAGEMENT LLC$271.6M
STATE STREET CORP$209.4M

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
50 institutional holders with $4.4B total value (36,957,635 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 21 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,993,054$706.1M16.1%
2FMR LLC2,886,786$340.1M7.7%
3VANGUARD CAPITAL MANAGEMENT LLC2,396,511$282.4M6.4%
4VANGUARD PORTFOLIO MANAGEMENT LLC2,305,094$271.6M6.2%
5STATE STREET CORP1,777,285$209.4M4.8%
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,397,515$164.7M3.7%NEW
7Invesco Ltd.1,278,255$150.6M3.4%ADD +43.9%
8WASATCH ADVISORS LP1,243,531$146.5M3.3%NEW
9RTW INVESTMENTS, LP1,206,000$142.1M3.2%NEW
10FRANKLIN RESOURCES INC1,193,139$140.6M3.2%DOUBLED +159.6%
11ALLIANCEBERNSTEIN L.P.831,792$136.3M3.1%NEW
12CITADEL ADVISORS LLC1,099,181$129.5M2.9%
13AMERIPRISE FINANCIAL INC925,214$109.0M2.5%ADD +87.2%
14DIMENSIONAL FUND ADVISORS LP854,741$100.7M2.3%
15CONGRESS ASSET MANAGEMENT CO797,867$94.0M2.1%DOUBLED +241.4%
16Holocene Advisors, LP708,889$83.5M1.9%TRIM -26.2%
17MORGAN STANLEY683,789$80.6M1.8%
18GOLDMAN SACHS GROUP INC651,347$76.7M1.7%
19FIRST TRUST ADVISORS LP630,070$74.2M1.7%DOUBLED +122.8%
20VOYA INVESTMENT MANAGEMENT LLC622,920$73.4M1.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WASATCH ADVISORS LPNEW1,243,531$146.5M2026-Q1
AMERIPRISE FINANCIAL INCADD494,225925,214+87.2%$109.0M2026-Q1
Holocene Advisors, LPTRIM961,040708,889-26.2%$83.5M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED282,776630,070+122.8%$74.2M2026-Q1
Point72 Asset Management, L.P.TRIM1,006,310569,474-43.4%$67.1M2026-Q1
FRED ALGER MANAGEMENT, LLCTRIM911,527434,774-52.3%$51.2M2026-Q1
SEI INVESTMENTS COADD181,988272,103+49.5%$32.1M2026-Q1
LMR Partners LLPNEW253,060$29.8M2026-Q1
Daiwa Securities Group Inc.ADD130,277239,852+84.1%$28.3M2026-Q1
FIFTH THIRD BANCORPDOUBLED3,772161,070+4170.1%$19.0M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD101,112127,964+26.6%$15.1M2026-Q1
Nuveen, LLCTRIM192,688104,991-45.5%$12.4M2026-Q1
Hudson Bay Capital Management LPDOUBLED20,00092,500+362.5%$10.9M2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLCDOUBLED3,12585,107+2623.4%$10.0M2026-Q1
AGF MANAGEMENT LTDTRIM111,61260,185-46.1%$7.1M2026-Q1
STIFEL FINANCIAL CORPADD20,99129,540+40.7%$3.5M2026-Q1
THORNBURG INVESTMENT MANAGEMENT INCTRIM46,48829,401-36.8%$3.5M2026-Q1
Gotham Asset Management, LLCTRIM50,53128,749-43.1%$3.4M2026-Q1
Neuberger Berman Group LLCTRIM42,39127,366-35.4%$3.2M2026-Q1
BANK OF MONTREAL /CAN/ADD18,46023,667+28.2%$2.8M2026-Q1
HSBC HOLDINGS PLCDOUBLED2,09319,772+844.7%$2.3M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCDOUBLED6,14318,187+196.1%$2.1M2026-Q1
B. Metzler seel. Sohn & Co. AGDOUBLED7,97317,253+116.4%$2.0M2026-Q1
COMMERCE BANKDOUBLED1,76514,110+699.4%$1.7M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM21,83111,035-49.5%$1.3M2026-Q1
14 unique insiders with 39 transactions. Net insider value: -$536.5K ($0.00 bought, $536.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Pax MargaretDirectorAWARD995
May 14, 2026BARTHELEMY NICOLASDirectorAWARD995
May 14, 2026BARTHELEMY NICOLASDirectorAWARD2,239
May 14, 2026Konstantinov KonstantinDirectorAWARD995
May 14, 2026Mhatre RohinDirectorAWARD995
May 14, 2026EGLINTON MANNER CARRIEDirectorAWARD995
May 14, 2026DAWES KAREN ADirectorAWARD2,239
May 14, 2026Konstantinov KonstantinDirectorAWARD2,239
May 14, 2026DAWES KAREN ADirectorAWARD995
May 14, 2026MUIR GLENN PDirectorAWARD995
May 14, 2026MUIR GLENN PDirectorAWARD2,239
May 14, 2026Pax MargaretDirectorAWARD2,239
May 14, 2026Madaus Martin DDirectorAWARD995
May 14, 2026Madaus Martin DDirectorAWARD2,239
May 14, 2026EGLINTON MANNER CARRIEDirectorAWARD2,239
May 14, 2026Mhatre RohinDirectorAWARD2,239
May 7, 2026Douglass Brian RobbCHIEF PRODUCT OFFICERTAX W/H334$126.43$42.2K
May 7, 2026MUIR GLENN PDirectorEXERCISE2,434$38.76$94.3K
Apr 21, 2026Loeillot OlivierChief Executive OfficerSELL3,832$140.00$536.5K
Mar 5, 2026KURIYEL RALFSenior VP, R&DAWARD5,284
Mar 5, 2026KURIYEL RALFSenior VP, R&DAWARD5,669
Mar 5, 2026Loeillot OlivierChief Executive OfficerAWARD25,890
Mar 5, 2026Garland Jason KCFOAWARD7,751
Mar 5, 2026Garland Jason KCFOAWARD8,315
Mar 5, 2026Bylund JamesChief Operating OfficerAWARD7,751
Mar 5, 2026Bylund JamesChief Operating OfficerAWARD8,315
Mar 5, 2026Loeillot OlivierChief Executive OfficerAWARD24,134
Mar 4, 2026Bylund JamesChief Operating OfficerAWARD125
Mar 4, 2026KURIYEL RALFSenior VP, R&DAWARD125
Mar 2, 2026Bylund JamesChief Operating OfficerTAX W/H2,433$124.97$304.1K
Mar 2, 2026Loeillot OlivierChief Executive OfficerTAX W/H1,610$124.97$201.2K
Mar 2, 2026Hunt AnthonyDirectorTAX W/H9,897$124.97$1.2M
Mar 2, 2026Garland Jason KCFOTAX W/H715$124.97$89.4K
Mar 2, 2026KURIYEL RALFSenior VP, R&DTAX W/H923$124.97$115.3K
Mar 2, 2026Douglass Brian RobbCHIEF PRODUCT OFFICERTAX W/H221$124.97$27.6K
Feb 27, 2026Garland Jason KCFOTAX W/H327$128.73$42.1K
Feb 27, 2026Loeillot OlivierChief Executive OfficerTAX W/H344$128.73$44.3K
Feb 27, 2026KURIYEL RALFSenior VP, R&DTAX W/H444$128.73$57.2K
Feb 27, 2026Bylund JamesChief Operating OfficerTAX W/H1,478$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 +34.9% upside Strong Buy (1.55)
$142.00 Low $220.00 High
MetricValue
Current Price$130.59
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.

Jun 12, 2026
short_volume
Short Volume: RGEN — 63.0% short (0.4M / 0.6M)
Short: 369,679 | Exempt: 5 | TRF Vol: 586,980 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
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)