Repligen (RGEN)
Supplies filtration, chromatography, analytics, and protein technologies for biologics manufacturers and CDMOs.
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Sells filtration, chromatography, process-analytics, and protein technologies used by biopharmaceutical developers and CDMOs. The company operates as one reportable segment and builds its platform through internal R&D and acquisitions.
Biopharmaceutical developers and CDMOs use its Filtration, Chromatography, Process Analytics, and Proteins franchises in biologics manufacturing. Product families include OPUS chromatography columns, XCell ATF perfusion systems, KrosFlo tangential-flow filtration systems, CTech/SoloVPE analytics, and Protein A products. These tools support biologics production and span process development, purification, and production workflows.
Manufacturing is centered in the United States, with additional sites across Europe and Taiwan. The business evolved from therapeutic development into an acquisition-built bioprocessing platform and operates as one reportable segment. Technology integration, internal R&D, and acquisitions remain structural parts of the model.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | UBS | Reiterate | Rating: —Target: $200 | Target: $225 |
| Jul 7, 2026 | Citigroup | Upgrade | Rating: — | |
| Jul 7, 2026 | Benchmark | Upgrade | ||
| Jul 6, 2026 | Evercore ISI | Reiterate | Rating: —Target: — | Target: $160 |
| May 14, 2026 | RBC Capital | Target | Target: $205 | Target: $160 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $810.4M · Total debt $690.9M · Total assets $2.95B · Shareholders' equity $2.11B
- Revenue
- $204.1M
- Operating income
- $11.9M
- Net income
- $5.0M
No dividends on record.
| Institutions | 117.94% | 66.56M shares | |
|---|---|---|---|
| 497 holders · as of Jun 30, 2026 | |||
| Insiders | 6.88% | 3.88M shares | |
| 16 holders · as of Sep 8, 2026 | |||
| Adds to | 124.82% | ||
56.44M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 124.82%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.54% | 5.38M | as of Jun 30, 2026 |
Roy T. Eddleman1Insider10 percent owner | 6.20% | 3.50M | filed Feb 5, 2021 |
FMR LLCInstitution | 5.89% | 3.33M | as of Jun 30, 2026 |
United Capital Financial Advisers, LLCInstitution | 4.94% | 2.79M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.27% | 2.41M | as of Jun 30, 2026 |
- Roy T. Eddleman's transaction reports restate only vehicles that traded; the 2021 ownership statement (3.50M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 4, 2026 | Olivier Loeillot | director, officer: Chief Executive Officer | −3,035 | $165.90 |
| Aug 20, 2026 | Olivier Loeillot | director, officer: Chief Executive Officer | −5,426 | $180.00 |
| Jul 16, 2026 | Jason K. Garland | officer: CFO | −530 | $150.00 |
| Jun 25, 2026 | Jason K. Garland | officer: CFO | −733 | $145.00 |
| Apr 21, 2026 | Olivier Loeillot | director, officer: Chief Executive Officer | −3,832 | $140.00 |
- Danaher
Cytiva overlaps in filtration, chromatography, Protein A and single use
- Thermo Fisher Scientific
Single-use systems and chromatography overlap across bioprocessing
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Repligen | $187.10 | +3.54% | $10.20B | 247.5 | 82.9 | 13.0 | +11.9% |
| Danaher | $220.87 | +2.33% | $151.67B | 38.3 | 25.0 | 6.0 | +5.5% |
| Thermo Fisher Scientific | $662.25 | +0.53% | $244.81B | 35.4 | 25.2 | 5.3 | +10.5% |
| Median | 36.9 | 25.1 | 5.7 | +8.0% |