Market Cap
$9.4B
RGEN
REPLIGEN CORP
$181.70 ▲ +2.52%
Prev close $177.23Market cap$9.4B
ConsensusStrong Buy
12-mo target$189.70 (+4.4%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on RGEN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$6.6B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $5.6M sell
Insider Net $
-$5.6M
SEC Reports
7
Press Releases
1
Price chart 30d +7.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: RGEN — 62.4% short (0.6M / 1.0M)
Short: 618,793 | Exempt: 111,266 | TRF Vol: 990,931 | Short Ratio: 62.4% | Off-exchange volume (dark
Sep 25, 2026 Insider
Garland Jason K surrendered for taxes 421 shares
CFO @ $189.68 ($79.9K)
Sep 24, 2026 Insider
Loeillot Olivier sold 4,542 shares
Chief Executive Officer @ $190.00 ($863.0K)
Sep 24, 2026 Insider
Aug 25, 2026 SEC Loeillot Olivier acquired via exercise 8,404 shares
Chief Executive Officer @ $154.96 ($1.3M)
Repligen filed an S-4 registration statement for its acquisition of BioLife Solutions (BLFS). BioLife stockholders will
S-4 — Impact 6/10
Repligen reported Q2 2026 revenue of $204M (+12% YoY) and adjusted EPS of $0.54, beating consensus by 20.4%. The company
8-K — Impact 7/10
Repligen announced a definitive agreement to acquire BioLife Solutions for approximately $1.5 billion in a cash-and-stoc
425, 8-K — Impact 7/10
Repligen acquires BioLife Solutions for $1.5B (64% stock, 36% cash), paying $31.00/share — a 24% premium to the 90-day V
Impact 7/10
Analyst ratings buy % +4.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 7, 2026 | Benchmark | UPGRADE | Buy | 54% |
| Jul 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jun 3, 2026 | HSBC | MAINTAIN | Buy | 55% |
| May 6, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 20, 2026 | Canaccord Genuity | MAINTAIN | Hold | 47% |
| Apr 17, 2026 | Roth Capital | INITIATE | Buy | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 17 | 4 | 0 | 0 | 86% | |
| Aug 1, 2026 | 7 | 17 | 4 | 0 | 0 | 86% | |
| Jul 1, 2026 | 7 | 16 | 5 | 0 | 0 | 82% | |
| Jun 1, 2026 | 7 | 16 | 5 | 0 | 0 | 82% | |
| May 1, 2026 | 7 | 17 | 5 | 0 | 0 | 83% | |
| Apr 1, 2026 | 7 | 16 | 5 | 0 | 0 | 82% | |
| Mar 1, 2026 | 7 | 16 | 5 | 0 | 0 | 82% | |
| Feb 1, 2026 | 7 | 16 | 5 | 0 | 0 | 82% |
Price targets
Where 20 covering analysts think RGEN trades over the next 12 months.
$189.70 +4.4% upside Hold
Current$181.70 Low$145.00 Median$187.50 High$225.00 20 analysts
$145.00$225.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 4 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 6.0/10.Plus 1 press releases.
NEUTRALS-46/10
Repligen filed an S-4 registration statement for its acquisition of BioLife Solutions (BLFS). BioLif
Aug 25, 2026
BULLISH8-K7/10
Repligen reported Q2 2026 revenue of $204M (+12% YoY) and adjusted EPS of $0.54, beating consensus b
Jul 28, 2026
BULLISH425, 8-K7/10
Repligen announced a definitive agreement to acquire BioLife Solutions for approximately $1.5 billio
Jul 22, 2026
NEUTRALINST-CLUSTER5/10
{ "summary": "During Q3 2024, an institutional cluster in REPLIGEN CORP (RGEN) showed a mixed but
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: RGEN — 62.4% short (0.6M / 1.0M)
Short: 618,793 | Exempt: 111,266 | TRF Vol: 990,931 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: RGEN — 66.9% short (0.4M / 0.6M)
Short: 392,990 | Exempt: 87 | TRF Vol: 587,176 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: RGEN — 68.8% short (0.4M / 0.6M)
Short: 420,415 | Exempt: 0 | TRF Vol: 611,241 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: RGEN — 67.1% short (0.6M / 0.8M)
Short: 552,002 | Exempt: 2 | TRF Vol: 822,093 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: RGEN — 83.5% short (0.5M / 0.6M)
Short: 471,766 | Exempt: 274 | TRF Vol: 565,167 | Short Ratio: 83.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.46 | $0.41–$0.48 | 0.1% | -0.5% | 7↑ 6↓ | $0.2B | 17 |
| Next Q | $0.58 | $0.56–$0.61 | 18.5% | +0.1% | 2↑ 13↓ | $0.2B | 17 |
| Current FY | $2.06 | $2.03–$2.08 | 20.6% | -0.1% | 20↑ 0↓ | $0.8B | 20 |
| Next FY | $2.65 | $2.39–$2.90 | 28.5% | +0.5% | 15↑ 4↓ | $1.0B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.460 | — |
| 7d ago | $0.462 | -0.002 |
| 30d ago | $0.463 | -0.003 |
| 60d ago | $0.463 | -0.003 |
| 90d ago | $0.473 | -0.013 |
Institutional ownership
Which big funds own RGEN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.6B total value (48,766,580 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, UNITED. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,384,938 | $734.7M | 11.1% | — |
| FMR LLC | 3,326,690 | $453.9M | 6.8% | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,790,650 | $380.8M | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,411,171 | $329.0M | 5.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,312,825 | $315.6M | 4.8% | — |
| MAVERICK CAPITAL LTD | 1,984,554 | $270.8M | 4.1% | ADD +30.7% |
| STATE STREET CORP | 1,800,530 | $245.7M | 3.7% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,617,021 | $220.6M | 3.3% | — |
| WASATCH ADVISORS LP | 1,590,251 | $217.0M | 3.3% | ADD +27.9% |
| AMERIPRISE FINANCIAL INC | 1,576,132 | $215.0M | 3.2% | ADD +70.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MAVERICK CAPITAL LTD | ADD | 1,518,805 | 1,984,554 | +30.7% | $270.8M |
| WASATCH ADVISORS LP | ADD | 1,243,531 | 1,590,251 | +27.9% | $217.0M |
| AMERIPRISE FINANCIAL INC | ADD | 925,214 | 1,576,132 | +70.4% | $215.0M |
| Holocene Advisors, LP | ADD | 708,889 | 1,292,191 | +82.3% | $176.3M |
| CONGRESS ASSET MANAGEMENT CO | ADD | 797,867 | 1,012,226 | +26.9% | $138.1M |
| GOLDMAN SACHS GROUP INC | ADD | 651,347 | 965,411 | +48.2% | $131.7M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 788,571 | — | $107.6M |
| BAMCO INC /NY/ | ADD | 548,346 | 748,466 | +36.5% | $102.1M |
| FRED ALGER MANAGEMENT, LLC | ADD | 434,774 | 733,739 | +68.8% | $100.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 520,114 | 696,173 | +33.9% | $95.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$5.6M — $0.00 bought, $5.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Garland Jason K | CFO | TAX W/H | 421 | $189.68 | $79.9K |
| Sep 24, 2026 | Loeillot Olivier | Chief Executive Officer | SELL | 4,542 | $190.00 | $863.0K |
| Sep 24, 2026 | Loeillot Olivier | Chief Executive Officer | EXERCISE | 8,404 | $154.96 | $1.3M |
| Sep 24, 2026 | Loeillot Olivier | Chief Executive Officer | SELL | 8,404 | $190.00 | $1.6M |
| Sep 24, 2026 | Loeillot Olivier | Chief Executive Officer | EXERCISE | 4,542 | $155.38 | $705.7K |
| Sep 21, 2026 | Loeillot Olivier | Chief Executive Officer | EXERCISE | 5,426 | $141.79 | $769.4K |
| Sep 21, 2026 | Loeillot Olivier | Chief Executive Officer | SELL | 5,426 | $180.00 | $976.7K |
| Sep 4, 2026 | Loeillot Olivier | Chief Executive Officer | SELL | 3,035 | $165.90 | $503.5K |
| Sep 3, 2026 | Loeillot Olivier | Chief Executive Officer | TAX W/H | 2,842 | $169.61 | $482.0K |
| Sep 1, 2026 | Hughes Violetta | CHIEF ACCOUNTING OFFICER | TAX W/H | 277 | $170.02 | $47.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RGEN.
Shares short
6,712,693
Settlement Sep 15, 2026
Change vs prior
+1.5%
Semi-monthly cycle
Days to cover
7.1
At avg daily volume
Of shares outstanding
≈13.7%
Estimate — not % of float
All RGEN filing & press-release reports (8)
- S-4 reportAug 25, 2026
- 8-K reportJul 28, 2026
- 425, 8-K reportJul 22, 2026
- PRESS-RELEASE reportJul 22, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportMay 5, 2026
- 8-K reportMay 5, 2026
- PRESS-RELEASE reportApr 22, 2026