West Pharmaceutical(WST)
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West Pharmaceutical's Under-the-Radar Dividend Worth Watching
247Wallst· 2026-02-15 17:09
Core Viewpoint - West Pharmaceutical Services (WST) offers a modest dividend yield of 0.34% but has increased its dividends by 73% since 2016, indicating a strong growth trajectory despite recent cash flow challenges [1][2] Dividend Profile - The current dividend yield of 0.34% is below the S&P 500 average, but WST has consistently increased its dividend for over a decade, with annual payouts rising from $0.49 in 2016 to $0.85 in 2025, reflecting a compound annual growth rate of approximately 9.5% [1] - In 2024, WST paid out $59.1 million in dividends, which is only 9% of its operating cash flow of $653.4 million, leaving room for future increases [1] Cash Flow Analysis - Free cash flow coverage decreased to 4.68x in 2024 from 7.27x in 2023, primarily due to a 15.8% decline in operating cash flow and a rise in capital expenditures to $377 million, which constituted 57.7% of operating cash flow [1] - The decline in cash flow raises questions about potential operational challenges or a shift towards a heavier investment cycle, although management's expansion plans suggest a focus on long-term growth [1] Capital Allocation - In 2024, WST allocated $566.6 million to share repurchases, significantly overshadowing the dividend payout, which indicates a preference for buybacks as the primary method of returning capital to shareholders [1] - This strategy may benefit dividend growth over time by reducing share count, but it also suggests that dividends are a secondary priority for management [1] Business Fundamentals - WST reported Q4 2025 adjusted earnings of $2.04 per share, exceeding consensus estimates, with revenue of $805 million driven by growth in the High-Value Product Components segment [1] - The company provided 2026 guidance of earnings between $7.85 and $8.20 per share, with revenue expectations of $3.215 to $3.275 billion, indicating a projected organic sales growth of 5-7% [1] Price Performance - WST shares have declined by 23.53% over the past year and 10.66% year-to-date, reflecting volatility typical of growth-oriented healthcare stocks [2] - Despite a 10-year return of 362.45%, recent stock performance suggests a reassessment of the company's growth prospects or valuation multiples by investors [2]
COO vs. WST: Which Stock Is the Better Value Option?
ZACKS· 2026-02-13 17:40
Investors looking for stocks in the Medical - Dental Supplies sector might want to consider either The Cooper Companies (COO) or West Pharmaceutical Services (WST) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zac ...
WST's Q4 Earnings & Sales Beat, SmartDose Sale by Mid-2026, Stock Up
ZACKS· 2026-02-12 19:11
Key Takeaways WST reported Q4 adjusted EPS of $2.04, up 12.1%, beating estimates by 11.5%.Q4 revenues rose 7.5% to $805M, driven by Proprietary and Contract segments.WST guides 2026 revenues of $3.21B-$3.27B and EPS of $7.82-$8.20, above consensus.West Pharmaceutical Services, Inc. (WST) delivered adjusted fourth-quarter 2025 earnings per share (EPS) of $2.04, which moved up 12.1% year over year. The figure topped the Zacks Consensus Estimate by 11.5%.The adjustments include expenses related to the amortiza ...
West Pharmaceutical (WST) Reports Q4 Earnings: What Key Metrics Have to Say
ZACKS· 2026-02-12 15:31
For the quarter ended December 2025, West Pharmaceutical Services (WST) reported revenue of $805 million, up 7.5% over the same period last year. EPS came in at $2.04, compared to $1.82 in the year-ago quarter.The reported revenue represents a surprise of +1.35% over the Zacks Consensus Estimate of $794.26 million. With the consensus EPS estimate being $1.83, the EPS surprise was +11.21%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations ...
West Pharmaceutical(WST) - 2025 Q4 - Earnings Call Transcript
2026-02-12 14:02
West Pharmaceutical Services (NYSE:WST) Q4 2025 Earnings call February 12, 2026 08:00 AM ET Company ParticipantsBob McMahon - CFODan Leonard - Managing Director of Equity ResearchDaniel Markowitz - VPDavid Windley - Managing DirectorDoug Schenkel - Managing DirectorEric Green - CEOJohn Sweeney - VP of Investor RelationsMichael Ryskin - Managing DirectorPatrick Donnelly - Managing Director of Equity ResearchConference Call ParticipantsBrendan Smith - Director and Senior AnalystJustin Bowers - Equity Research ...
West Pharmaceutical(WST) - 2025 Q4 - Earnings Call Transcript
2026-02-12 14:02
West Pharmaceutical Services (NYSE:WST) Q4 2025 Earnings call February 12, 2026 08:00 AM ET Company ParticipantsBob McMahon - CFODan Leonard - Managing Director of Equity ResearchDaniel Markowitz - VPDavid Windley - Managing DirectorDoug Schenkel - Managing DirectorEric Green - CEOJohn Sweeney - VP of Investor RelationsMichael Ryskin - Managing DirectorPatrick Donnelly - Managing Director of Equity ResearchConference Call ParticipantsBrendan Smith - Director and Senior AnalystJustin Bowers - Equity Research ...
West Pharmaceutical(WST) - 2025 Q4 - Earnings Call Transcript
2026-02-12 14:00
West Pharmaceutical Services (NYSE:WST) Q4 2025 Earnings call February 12, 2026 08:00 AM ET Speaker11Good day, and thank you for standing by. Welcome to the West Pharmaceutical Services fourth quarter 2025 earnings conference call. At this time, all participants on a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you will need to press star one one on your telephone. You will then hear an automated message advising your ...
West Pharmaceutical Services, Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:WST) 2026-02-12
Seeking Alpha· 2026-02-12 13:33
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West Pharmaceutical Services (WST) Tops Q4 Earnings and Revenue Estimates
ZACKS· 2026-02-12 13:11
West Pharmaceutical Services (WST) came out with quarterly earnings of $2.04 per share, beating the Zacks Consensus Estimate of $1.83 per share. This compares to earnings of $1.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +11.21%. A quarter ago, it was expected that this medical device company would post earnings of $1.67 per share when it actually produced earnings of $1.96, delivering a surprise of +17.37%.Over the las ...
West Pharmaceutical(WST) - 2025 Q4 - Earnings Call Presentation
2026-02-12 13:00
Eric M. Green West Pharmaceutical Services, Inc. President & CEO, Chair of the Board Bob W. McMahon Senior VP & Chief Financial Officer Fourth-Quarter and Full-Year 2025 Earnings Call February 12, 2026 | 8 a.m. Eastern Time To participate on the call by asking questions to Management, please register in advance by clicking here. A replay of the webcast will be available on the Company's website for on the call. approximately 90 days after the event. Registered telephone participants will receive the dial-in ...