Organon & Co. (NYSE:OGN) Shares Gap Down After Earnings Miss

Shares of Organon & Co. (NYSE:OGN) gapped down prior to trading on Thursday following a dissappointing earnings announcement. The stock had previously closed at $7.69, but opened at $6.70. Organon & Co. shares last traded at $6.5850, with a volume of 2,174,853 shares traded.

The company reported $0.63 earnings per share for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.11). The company had revenue of $1.51 billion for the quarter, compared to analyst estimates of $1.52 billion. Organon & Co. had a return on equity of 143.47% and a net margin of 7.95%.The firm’s revenue was down 5.3% compared to the same quarter last year. During the same period in the previous year, the business posted $0.90 earnings per share.

Organon & Co. News Roundup

Here are the key news stories impacting Organon & Co. this week:

• Positive Sentiment: Management issued FY‑2026 revenue guidance of roughly $6.2 billion, slightly above consensus — a sign the company sees top‑line stability next year. Organon Reports Results for the Fourth Quarter and Full Year Ended December 31, 2025
• Neutral Sentiment: Company published the Q4 press release, slide deck and hosted the earnings call — provides transparency but did not change the market’s view after the misses. View Press Release / Slide Deck
• Negative Sentiment: Q4 EPS missed estimates: $0.63 vs. consensus ~$0.74, and revenue of $1.51B slightly below the ~$1.52B consensus; revenue declined ~5% YoY — the core catalyst for the sell‑off. Organon (OGN) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: Analysts/commentary highlight structural issues: established brands are in terminal decline, biosimilar growth is flat, and Women’s Health performance is underwhelming — raising doubts about sustainable growth. Organon Q4 Earnings Review: Poor Results Trigger Predictable Sell-Off
• Negative Sentiment: High leverage and capital constraints: the company faces roughly $8B of net debt and elevated interest costs; dividend was cut to $0.02/quarter last year, limiting shareholder returns and M&A flexibility. Organon Q4 Earnings Review: Poor Results Trigger Predictable Sell-Off
• Neutral Sentiment: Coverage pieces and transcripts are available for deeper review of management’s commentary and metric details if you want to re‑examine estimates and assumptions. Organon & Co. (OGN) Q4 2025 Earnings Call Transcript

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on OGN shares. Zacks Research downgraded shares of Organon & Co. from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 29th. Morgan Stanley cut their price target on shares of Organon & Co. from $10.00 to $9.00 and set an “equal weight” rating for the company in a report on Tuesday, November 11th. Piper Sandler downgraded shares of Organon & Co. from an “overweight” rating to an “underweight” rating and set a $5.00 price objective for the company. in a research report on Monday, October 27th. Barclays assumed coverage on Organon & Co. in a research report on Tuesday, December 9th. They set an “underweight” rating and a $7.50 target price on the stock. Finally, Wall Street Zen cut Organon & Co. from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. One analyst has rated the stock with a Strong Buy rating, one has assigned a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus target price of $8.38.

Institutional Trading of Organon & Co.

Several institutional investors and hedge funds have recently modified their holdings of OGN. Hantz Financial Services Inc. increased its stake in shares of Organon & Co. by 293.8% during the 2nd quarter. Hantz Financial Services Inc. now owns 2,674 shares of the company’s stock worth $26,000 after purchasing an additional 1,995 shares in the last quarter. Foster Dykema Cabot & Partners LLC acquired a new stake in Organon & Co. during the 3rd quarter valued at $29,000. Farther Finance Advisors LLC increased its position in Organon & Co. by 87.8% during the fourth quarter. Farther Finance Advisors LLC now owns 4,349 shares of the company’s stock worth $31,000 after buying an additional 2,033 shares in the last quarter. SouthState Corp raised its holdings in shares of Organon & Co. by 1,857.0% in the second quarter. SouthState Corp now owns 3,914 shares of the company’s stock worth $38,000 after acquiring an additional 3,714 shares during the last quarter. Finally, Rothschild Investment LLC raised its holdings in shares of Organon & Co. by 73.1% in the third quarter. Rothschild Investment LLC now owns 3,899 shares of the company’s stock worth $42,000 after acquiring an additional 1,646 shares during the last quarter. Hedge funds and other institutional investors own 77.43% of the company’s stock.

Organon & Co. Price Performance

The company has a debt-to-equity ratio of 9.69, a current ratio of 1.75 and a quick ratio of 1.20. The firm has a market capitalization of $1.84 billion, a PE ratio of 3.69, a P/E/G ratio of 1.66 and a beta of 0.58. The company has a 50-day moving average price of $7.88 and a 200-day moving average price of $8.61.

About Organon & Co.

Organon & Co is a global healthcare company that was established as an independent, publicly traded entity following its spin-off from Merck & Co in June 2021. Headquartered in Jersey City, New Jersey, Organon focuses on delivering therapeutic solutions across women’s health, biosimilars, and established brands. The company’s creation reflected a strategic effort to concentrate on specialty pharmaceuticals and legacy products with proven patient impact.

In women’s health, Organon provides a broad portfolio of products addressing reproductive and gynecological conditions, including fertility treatments, contraception, and hormone replacement therapies.