Baxter International (NYSE: BAX) was a dividend stock, but it's no longer one. That's because the dividend was just cut from $0.17 per share per quarter to a token penny. Dividend lovers will want to skip on this stock, but turnaround investors and those with a value bias may find it worthy of a deep dive. What does Baxter International do? Baxter makes medical products like surgical sealants and hospital beds. What it makes may not be sexy -- say, like Intuitive Surgical's da Vinci surgical robot -- but ...

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. The fourth quarter was defined by strong AI momentum and continued market dominance by mega-cap stocks. In this environment, Pzena Focused Value Strategy underperformed the Russell 1000® Value Index, delivering a net return of 2.5% vs. 3.8% for the Index. Given the limited leadership in the market, the firm still observes appealing valuation differ ...

About Baxter DEERFIELD, Ill.--(BUSINESS WIRE)--Baxter International Inc. (NYSE:BAX), a leading global medtech company, will host a conference call to discuss its fourth-quarter 2025 financial results on Thursday, February 12, 2026 at 7:30 a.m. Central Time. To participate in this conference call please follow this link https://registrations.events/direct/Q4I81994118 to pre-register for the call and receive the call information. This call is also being webcast and can be accessed through Baxter's website at ...

Company Overview - Baxter International Inc. has a market cap of $10.3 billion and offers a wide range of medical products, pharmaceuticals, and healthcare technologies used in various settings including hospitals and home care [1] - The company operates through three segments: Medical Products and Therapies, Healthcare Systems and Technologies, and Pharmaceuticals, serving a global customer base [1] Financial Performance - Analysts expect Baxter to report an adjusted EPS of $0.53 for fiscal Q4 2025, reflecting an 8.6% decline from $0.58 in the same quarter last year [2] - For fiscal 2025, the projected adjusted EPS is $2.36, indicating a growth of 24.9% from $1.89 in fiscal 2024 [3] Stock Performance - Baxter's stock has decreased by 35% over the past 52 weeks, underperforming the S&P 500 Index, which rose by 16.9%, and the State Street Health Care Select Sector SPDR ETF, which gained 10.4% during the same period [4] - Despite reporting a better-than-expected Q3 2025 adjusted EPS of $0.69, the stock plunged 14.5% due to revenue of $2.84 billion missing forecasts [5] Guidance and Analyst Ratings - The company has cut its full-year adjusted EPS guidance to a range of $2.35 - $2.40 and reduced expected sales growth to 4% - 5% due to disruptions at its North Cove facility and issues with its infusion pump portfolio [5] - Analysts maintain a cautious consensus rating on Baxter's stock, with 2 "Strong Buys," 13 "Holds," and 1 "Moderate Sell," reflecting a slight decrease in bullish sentiment compared to three months ago [6] - The average analyst price target for Baxter is $21.71, suggesting a potential upside of nearly 8% from current levels [6]

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Key Takeaways Baxter announced the upcoming U.S. launch of its Dynamo Series smart stretcher for hospital settings.BAX's Dynamo reduces patient transfers with electric design and flexible positioning.Baxter's stretcher adds fall-prevention tech, a wide care surface, and nurse call integration.Baxter International Inc. (BAX) recently announced the upcoming U.S. launch of its Dynamo Series smart stretcher, expanding its portfolio of connected care solutions for hospital settings. The new stretcher is designed ...

Core Viewpoint - Baxter is undergoing a leadership transition with Andrew Hider as the new CEO, emphasizing continuous improvement and operational excellence as key components of the company's strategy [2][3]. Company Overview - Baxter is recognized as an iconic brand in the medical technology sector, aiming to deliver high value to its customers [3]. - The company has significant opportunities for improvement and growth in various areas [3]. Leadership Background - Andrew Hider has a diverse background in the industry, having worked at General Electric and Danaher Corporation, where he managed multiple companies across different sectors [2]. - Hider has been with Baxter for five months and is focused on leveraging his experience to enhance the company's operations [2].

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Summary of Baxter International FY Conference Call Company Overview - **Company**: Baxter International (NYSE:BAX) - **CEO**: Andrew Hider, who has been in the role for five months - **Revenue**: Over $11 billion, with 55% from the United States and the remainder from international markets - **Employees**: Over 38,000 across more than 40 manufacturing locations - **Patient Reach**: Serves over 350 million patients annually in over 100 countries [2][3] Core Business Segments - **Operating Segments**: - Medical Products and Therapies - Healthcare Systems and Technologies - Pharmaceuticals - **Key Products**: - Infusion therapies, IV solutions, and surgical technologies - Connected healthcare solutions and patient monitoring systems - Specialty injectables and inhaled anesthesia [3][4][5] Strategic Focus and Initiatives - **Continuous Improvement**: Launched Baxter GPS (Growth and Performance System) to enhance operational efficiency and drive growth [9][10] - **Capital Allocation**: Aiming to strengthen the balance sheet, targeting leverage under three times, and focusing on disciplined capital allocation for ongoing and future investments [8][15] - **Innovation**: Emphasis on new product development and extensions, with a shift in R&D spending towards innovation rather than sustaining engineering [21][22][25] Financial Performance and Goals - **Value Creators**: Focus on financial performance metrics such as revenue, margin, working capital, and return on invested capital (ROIC) [11][17] - **Market Growth**: Anticipates modest growth with a healthy pipeline of innovations, aiming to outperform low single-digit market growth [21][25] - **Dividend Strategy**: Reduced dividend to $0.01 to improve cash flow and pay down debt, with no immediate plans to change this [16][31] Challenges and Market Dynamics - **Market Conditions**: Facing a reset in baseline demand due to changes in clinical practices, particularly in the solutions business, with a noted 10%-15% demand decline relative to pre-hurricane levels [40][41] - **Product Issues**: Addressing challenges with the Novum pump, which is currently on hold due to safety concerns, while continuing to support the Spectrum pump line [34][36][37] Employee Engagement and Culture - **Mission-Driven Culture**: Strong alignment with the company's mission to save and sustain lives, fostering a culture of continuous improvement and employee engagement [44][45] - **Leadership Changes**: Recent leadership adjustments aimed at enhancing focus on critical areas of impact and driving the continuous improvement agenda [45] Conclusion Baxter International is positioned as a market leader in the MedTech industry, focusing on innovation, operational efficiency, and strategic capital allocation to drive growth and enhance shareholder value. The company is navigating challenges in market demand and product safety while fostering a strong internal culture aimed at continuous improvement and employee engagement [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45].

44th Annual J.P. Morgan Healthcare Conference Andrew Hider President & Chief Executive Officer January 12, 2026 1 Safe Harbor Statement This presentation includes forward-looking statements concerning the company's financial results (including the company's net leverage target and estimated timing considerations) and operational, business development and regulatory activities. These forward-looking statements are based on assumptions about many important factors, including the following, which could cause a ...