Embecta (EMBC)
Sells pen needles, syringes, and newer drug-delivery devices for diabetes and chronic care.
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Sells pen needles, insulin syringes, safety injection products, and a small digital diabetes app business through wholesalers, distributors, and some direct channels. Most revenue still comes from pen needles, while the Owen Mumford deal broadens the portfolio into auto-injectors and other chronic-care delivery devices.
Built around diabetes injection supplies, the portfolio centers on pen needles, insulin syringes, safety pen needles, and safety syringes, plus a small digital diabetes-management offering and contract manufacturing.
Sales run primarily through wholesalers and distributors serving retail and institutional channels, with some direct or hybrid commercial arrangements by market. Revenue is split between the US and international markets, but pen needles remain the core earnings engine inside a single reported segment.
Current expansion comes from the Owen Mumford acquisition, which adds auto-injector and broader drug-delivery platforms for chronic-care settings. The business still depends on a few key product lines, outside components and raw materials, and continuing supply links that date back to the BD separation.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 6, 2026 | Mizuho Securities | Target | Target: $12 | Target: $5 |
| May 6, 2026 | BTIG | Downgrade | ||
| Apr 13, 2026 | Mizuho Securities | Target | Target: — | Target: $12 |
| Nov 27, 2024 | BTIG | Upgrade | Target: — | Target: $26 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $214.7M · Total debt $1.50B · Total assets $1.27B · Shareholders' equity −$612.7M
- Revenue
- $271.7M
- Operating income
- $48.7M
- Net income
- $21.1M
HistoryDividendAnnual yield
| Institutions | 90.83% | 51.46M shares | |
|---|---|---|---|
| 326 holders · as of Jun 30, 2026 | |||
| Insiders | 3.87% | 2.19M shares | |
| 14 holders · as of Sep 8, 2026 | |||
| Other | 5.30% | 3.00M shares | |
| remainder | |||
56.66M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.12% | 4.60M | as of Jun 30, 2026 |
Yacktman Asset Management LPInstitution | 7.62% | 4.32M | as of Jun 30, 2026 |
T. Rowe Price Investment Management, Inc.Institution | 7.12% | 4.03M | filed Feb 14, 2023 |
Vanguard Capital Management LLCInstitution | 4.51% | 2.56M | as of Jun 30, 2026 |
Deerfield Management Company, L.P. (Series C)Institution | 4.47% | 2.53M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 4, 2026 | Milton Mayo Morris | director | −6,293 | $5.88 |
| Aug 12, 2026 | Jacob Elguicze | officer: SVP and CFO | +20,000 | $4.67 |
| Aug 12, 2026 | Devdatt Kurdikar | director, officer: President and CEO | +30,000 | $4.70 |
| Aug 12, 2026 | Robert J. Hombach | director | +45,000 | $4.97 |
| Aug 12, 2026 | Jeffrey Z. Mann | officer: Pres, Pharm Svc&Prod Mgmt, CLO | +20,000 | $4.99 |
- Novo Nordisk (ADR)
Pen needles and injection systems across diabetes therapy
- Medtronic
Automated pump therapy as a substitute for daily injections
- Insulet
Tubeless pump therapy that replaces multiple daily injections
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Embecta | $5.48 | +3.47% | $314.4M | 3.6 | 3.4 | 0.3 | −8.1% |
| Novo Nordisk (ADR) | $39.46 | −0.87% | $176.83B | 9.9 | 16.2 | 3.5 | +1.3% |
| Medtronic | $91.42 | −0.36% | $117.44B | 22.6 | 15.2 | 3.1 | +13.7% |
| Insulet | $139.71 | −0.58% | $9.73B | 26.3 | 20.3 | 3.2 | +23.5% |
| Median | 22.6 | 16.2 | 3.2 | +13.7% |