Is Bio-Techne Corporation (TECH) a High-Quality Growth-Oriented Compounder Within The Healthcare Sector?

Core Insights - ClearBridge Investments reported that mid-cap stocks experienced growth in Q3 2025, driven by a favorable monetary policy environment and stabilizing earnings [1] - The Federal Reserve's rate cuts positively impacted small and mid-cap stocks, with value stocks outperforming growth stocks [1] - The ClearBridge Mid Cap Strategy outperformed the Russell Midcap Index, primarily due to stock selection in the consumer staples and healthcare sectors [1] Company-Specific Insights - Bio-Techne Corporation (NASDAQ:TECH) has a market capitalization of $9.57 billion and focuses on life science reagents, instruments, and services [2] - The stock of Bio-Techne Corporation saw a one-month return of -0.32% and a 52-week decline of 15.36%, closing at $61.40 on November 12, 2025 [2] - ClearBridge initiated a new position in Bio-Techne, citing its high-margin consumables and instrumentation portfolio as key factors for its appeal as a growth-oriented investment [3] Financial Performance - In Q1 2026, Bio-Techne Corporation reported revenues of $286.6 million, reflecting a 1% year-over-year decline on both an organic and reported basis [4] - Despite the potential of Bio-Techne as an investment, the company is not among the most popular stocks among hedge funds, with 37 hedge fund portfolios holding its stock at the end of Q2 2025 [4]