Organon & Co. (NYSE:OGN) Issues Earnings Results

Organon & Co. (NYSE:OGN) released its quarterly earnings results on Thursday. The company reported $0.63 EPS for the quarter, missing analysts’ consensus estimates of $0.73 by ($0.10), FiscalAI reports. Organon & Co. had a return on equity of 143.47% and a net margin of 7.95%.The business had revenue of $1.51 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same period in the prior year, the business earned $0.90 EPS. The company’s revenue for the quarter was down 5.3% compared to the same quarter last year.

Here are the key takeaways from Organon & Co.’s conference call:

• Organon reported full-year 2025 revenue of $6.2 billion and adjusted EBITDA of $1.9 billion, and is guiding to roughly the same figures for 2026, implying flat year?over?year performance.
• Nexplanon faces persistent U.S. policy and channel headwinds and a near?term volume drag from the switch to a 5?year label (loss of reinsertions), with management expecting U.S. weakness to persist though ex?US growth may offset it.
• Biosimilars were a bright spot — Hadlima grew 61% ex?FX in 2025, Denosumab launched late in the year, and Organon expects biosimilars to deliver flat to modest growth with future launches (pertuzumab licensed for U.K. 2027, U.S. 2028).
• Management tightened capital allocation: lowered the dividend payout, sold the JADA System for ?$390 million, achieved >$200 million in 2025 cost savings, retired ~$530 million of debt, and targets net leverage below 4x by year?end 2026.

Organon & Co. Trading Down 7.9%

Organon & Co. stock opened at $7.08 on Friday. The company has a market cap of $1.84 billion, a price-to-earnings ratio of 3.69, a P/E/G ratio of 1.66 and a beta of 0.58. The firm has a 50-day moving average of $7.88 and a 200-day moving average of $8.61. The company has a debt-to-equity ratio of 9.69, a current ratio of 1.75 and a quick ratio of 1.20. Organon & Co. has a one year low of $6.18 and a one year high of $17.23.

Organon & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Monday, February 23rd will be paid a dividend of $0.02 per share. This represents a $0.08 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Monday, February 23rd. Organon & Co.’s dividend payout ratio is currently 4.17%.

More Organon & Co. News

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

• Positive Sentiment: Management gave FY2026 revenue guidance of about $6.2 billion, a touch above the Street, which provides a modest upside case versus analyst revenue expectations. Organon Reports Results for the Fourth Quarter and Full Year Ended December 31, 2025
• Neutral Sentiment: Board declared a quarterly dividend of $0.02/share (ex-div Feb 23, pay Mar 12), yielding ~1.1%; the payout is modest and follows last year’s cut, so it’s unlikely to materially change investor sentiment on its own.
• Neutral Sentiment: Company released the Q4 results, slide deck and earnings-call transcript for investors to review operational and segment detail. Use these primary materials to check management’s commentary on brand trends and cost actions. Q4 Press Release / Slide Deck Earnings Call Transcript
• Negative Sentiment: Q4 EPS ($0.63) and revenue (~$1.51B) missed consensus and were down year-over-year, driving near-term pressure on the stock as the core business shows contraction. Organon (OGN) Misses Q4 Earnings and Revenue Estimates MarketBeat: Q4 Results
• Negative Sentiment: Analyst commentary highlights structural risks: declining legacy brands, flat biosimilar growth, underwhelming Women’s Health performance and heavy net debt (~$8B) that constrain capital allocation and M&A — a material longer-term headwind. Organon Q4 Earnings Review: Poor Results Trigger Predictable Sell-Off
• Negative Sentiment: Broker/coverage takes and earnings-call notes point to rising execution and market risks despite some stability — reinforcing investor caution until clearer signs of revenue stabilization or debt reduction emerge. Organon Earnings Call Balances Stability With Rising Risks

Wall Street Analysts Forecast Growth

Several brokerages have commented on OGN. Morgan Stanley dropped their target price on shares of Organon & Co. from $10.00 to $9.00 and set an “equal weight” rating on the stock in a report on Tuesday, November 11th. Zacks Research downgraded shares of Organon & Co. from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 29th. Barclays assumed coverage on shares of Organon & Co. in a report on Tuesday, December 9th. They set an “underweight” rating and a $7.50 price objective on the stock. Wall Street Zen cut shares of Organon & Co. from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Finally, JPMorgan Chase & Co. lowered their target price on Organon & Co. from $14.00 to $12.00 and set an “underweight” rating for the company in a report on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, one has given a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat, Organon & Co. currently has a consensus rating of “Reduce” and an average target price of $8.38.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. State Street Corp increased its position in shares of Organon & Co. by 6.0% during the 2nd quarter. State Street Corp now owns 9,520,594 shares of the company’s stock worth $92,159,000 after purchasing an additional 540,478 shares during the last quarter. AQR Capital Management LLC increased its holdings in Organon & Co. by 28.3% during the third quarter. AQR Capital Management LLC now owns 4,176,144 shares of the company’s stock worth $43,641,000 after buying an additional 921,260 shares during the last quarter. Kahn Brothers Group Inc. raised its position in Organon & Co. by 0.3% during the fourth quarter. Kahn Brothers Group Inc. now owns 3,629,451 shares of the company’s stock worth $26,023,000 after acquiring an additional 12,606 shares in the last quarter. Balyasny Asset Management L.P. raised its position in Organon & Co. by 102.1% during the third quarter. Balyasny Asset Management L.P. now owns 2,240,149 shares of the company’s stock worth $23,925,000 after acquiring an additional 1,131,941 shares in the last quarter. Finally, First Trust Advisors LP lifted its stake in Organon & Co. by 20.6% in the third quarter. First Trust Advisors LP now owns 2,165,113 shares of the company’s stock valued at $23,123,000 after acquiring an additional 369,121 shares during the last quarter. 77.43% of the stock is currently owned by institutional investors.

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.