NASDAQ · Health Care

NEOGEN CORP NEOG

Neogen Corporation develops, manufactures, and markets various products and services for food and animal safety in the United States and internationally. It operates through two segments, Food Safety and Animal Safety. The Food Safety segment offers diagnostic test kits and complementary products to detect dangerous and unintended substances in human food and animal feed, including foodborne pathogens, spoilage organisms, natural toxins, food allergens, ruminant by-products, meat speciation, drug residues, pesticide residues, and general sanitation concerns, as well as food quality and nutritional components.

Biotechnology: In Vitro & In Vivo Diagnostic Substances

Company profile

Business mix

  • It operates through two segments, Food Safety and Animal Safety.
  • It also provides software systems that help testers analyze and store results; natural toxin tests; rapid sanitation tests; culture and prepared media products; filter tests for microbial analysis of water; sample collection products.
  • This segment sells its products to the milling and grain, meat and poultry, ready-to-eat, fruits and vegetables, seafood, dairy, beverage, water, healthcare, traditional culture media markets, food service, and dietary supplements markets.
  • Its Animal Safety segment provides reagents and test kits for use in immunoassay production, forensic and animal toxicology, and life science research, as well as colorimetric and chemiluminescent substrates.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical devices?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 0.31% Buyback -0.25%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.1% $46.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $23.5M Estimated from net reduced shares
Net share change / base shares -33.6% -2,534,248 / 7,543,907
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -9.2% 13F value change -$32.7M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.0% 13F value change +$6.4M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -19.6% 13F value change -$613,649
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -9.1% 13F value change +$8.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,543,907 Last 4 periods -2,534,248 (-33.6%) Total shares 5,009,659 Value $46.5M

Recent mentions

No public mentions.