NYSE · Health Care

WEST PHARMACEUTICAL SVSC INC WST

West Pharmaceutical Services, Inc. designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates in two segments, Proprietary Products and Contract-Manufactured Products.

Medical/Dental Instruments

Company profile

Business mix

  • It operates in two segments, Proprietary Products and Contract-Manufactured Products.
  • This segment also provides drug containment solutions in the form of vials, syringes, and cartridges.
  • This segment serves biologic, generic, and pharmaceutical drug companies.
  • This segment primarily serves pharmaceutical, diagnostic, and medical device companies. It sells and distributes its products through its sales force and distribution network, contract sales agents, and regional distributors.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical instruments & supplies?
  • 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 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 42.03 FCF 2.06% Buyback 1.12%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 0.3% $104.5M 2026-03-31
Baron Capital Ron Baron 0.2% $50.1M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $104.5M Estimated from net added shares
Reduction amount $333.0M Estimated from net reduced shares
Net share change / base shares -54.0% -724,881 / 1,341,579
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$81.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 41.3% 13F value change +$23.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +416,948 (New) Total shares 416,948 Value $104.5M
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -12.5% 13F value change -$6.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -24.1% 13F value change -$22.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 300,931 Last 2 periods -101,181 (-33.6%) Total shares 199,750 Value $50.1M
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 12.7% 13F value change +$79.9M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$307.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 1,040,648 Last 2 periods -1,040,648 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.