Market Cap
$5.3B
SHC
Sotera Health Co
$18.33 ▲ +1.13%
Prev close $18.12Market cap$5.3B
ConsensusStrong Buy
12-mo target$22.72 (+24.0%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on SHC right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (80%)
Inst. Holders
50 funds
Inst. Value
$3.5B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $1.4B sell
Insider Net $
-$1.4B
SEC Reports
13
Price chart 30d -3.3%
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: SHC — 71.8% short (0.4M / 0.5M)
Short: 376,868 | Exempt: 142 | TRF Vol: 524,611 | Short Ratio: 71.8% | Off-exchange volume (dark poo
Aug 17, 2026 Insider
Petras Michael B. Jr. sold 850,000 shares
Executive Chairman @ $18.50 ($15.7M)
Aug 17, 2026 Insider
Aug 14, 2026 SEC Petras Michael B. Jr. sold 294,515 shares
Executive Chairman @ $18.50 ($5.4M)
Director James C. Neary resigned from Sotera Health's board effective August 13, 2026, with no disagreement cited. The b
8-K — Impact 2/10
Six institutional asset managers added $4.4M net to Sotera Health in Q2 2026, with no sellers. The accumulation aligns w
INST-CLUSTER — Impact 4/10
Officer Michael P. Rutz filed a Form 144 indicating intent to sell 150,000 shares of Sotera Health Co (SHC) valued at ap
144 — Impact 3/10
Aug 7, 2026 Insider
Rutz Michael P sold 150,000 shares
President of Sterigenics @ $18.84 ($2.8M)
Jun 30, 2026 Inst.
Sachem Head Capital Management — ADD
15,560,000 shares ($276.2M)
Analyst ratings buy % +12.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
80% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 24, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 5, 2026 | Goldman Sachs | INITIATE | Buy | 54% |
| May 6, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Apr 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Aug 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Jul 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Jun 1, 2026 | 6 | 6 | 3 | 0 | 0 | 80% | |
| May 1, 2026 | 6 | 6 | 3 | 0 | 0 | 80% | |
| Apr 1, 2026 | 6 | 6 | 3 | 0 | 0 | 80% | |
| Mar 1, 2026 | 6 | 6 | 3 | 0 | 0 | 80% | |
| Feb 1, 2026 | 6 | 6 | 3 | 0 | 0 | 80% |
Price targets
Where 9 covering analysts think SHC trades over the next 12 months.
$22.72 +24.0% upside Strong Buy
Current$18.33 Low$18.00 Median$22.50 High$25.00 9 analysts
$18.00$25.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 4 bullish, 3 bearish, 0 mixed, 6 neutral · avg impact 4.8/10.
NEUTRAL8-K2/10
Director James C. Neary resigned from Sotera Health's board effective August 13, 2026, with no disag
Aug 14, 2026
BULLISHINST-CLUSTER4/10
Six institutional asset managers added $4.4M net to Sotera Health in Q2 2026, with no sellers. The a
Aug 9, 2026
NEUTRAL1443/10
Officer Michael P. Rutz filed a Form 144 indicating intent to sell 150,000 shares of Sotera Health C
Aug 7, 2026
BULLISH8-K7/10
Sotera Health reported Q2 2026 results with net revenues of $321.4M (+9.2% YoY) and GAAP diluted EPS
Aug 6, 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: SHC — 71.8% short (0.4M / 0.5M)
Short: 376,868 | Exempt: 142 | TRF Vol: 524,611 | Short Ratio: 71.8% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SHC — 74.9% short (0.4M / 0.5M)
Short: 392,571 | Exempt: 1 | TRF Vol: 524,297 | Short Ratio: 74.9% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: SHC — 68.8% short (0.4M / 0.6M)
Short: 427,328 | Exempt: 47 | TRF Vol: 620,771 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: SHC — 60.6% short (0.4M / 0.6M)
Short: 355,922 | Exempt: 0 | TRF Vol: 587,715 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: SHC — 69.4% short (0.4M / 0.6M)
Short: 431,134 | Exempt: 0 | TRF Vol: 621,480 | Short Ratio: 69.4% | 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 | $0.27 | $0.26–$0.27 | 3.3% | +0.0% | 2↑ 3↓ | $0.3B | 10 |
| Next Q | $0.28 | $0.27–$0.28 | 6.0% | +0.0% | 4↑ 3↓ | $0.3B | 10 |
| Current FY | $0.98 | $0.98–$0.99 | 14.5% | +0.0% | 7↑ 1↓ | $1.2B | 10 |
| Next FY | $1.07 | $1.03–$1.13 | 9.2% | +0.0% | 7↑ 2↓ | $1.3B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.269 | — |
| 7d ago | $0.269 | — |
| 30d ago | $0.269 | — |
| 60d ago | $0.271 | -0.002 |
| 90d ago | $0.273 | -0.004 |
Institutional ownership
Which big funds own SHC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.5B total value (199,095,580 shares) as of 2026-Q2. Top holders: Darsana, BlackRock,, Sculptor. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Darsana Capital Partners LP | 27,000,000 | $479.3M | 13.6% | — |
| BlackRock, Inc. | 24,148,424 | $428.6M | 12.1% | — |
| Sculptor Capital LP | 24,000,000 | $426.0M | 12.1% | — |
| Sachem Head Capital Management LP | 15,560,000 | $276.2M | 7.8% | ADD +33.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,170,699 | $216.0M | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,946,341 | $212.0M | 6.0% | — |
| AQR CAPITAL MANAGEMENT LLC | 10,734,313 | $186.4M | 5.3% | — |
| Jupiter Topco LLC | 8,402,106 | $149.1M | 4.2% | — |
| STATE STREET CORP | 8,324,321 | $147.8M | 4.2% | — |
| FMR LLC | 6,173,320 | $109.6M | 3.1% | DOUBLED +21490.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Sachem Head Capital Management LP | ADD | 11,645,000 | 15,560,000 | +33.6% | $276.2M |
| FMR LLC | DOUBLED | 28,593 | 6,173,320 | +21490.3% | $109.6M |
| NORGES BANK | NEW | — | 3,512,499 | — | $62.3M |
| MORGAN STANLEY | ADD | 2,062,481 | 3,075,334 | +49.1% | $54.6M |
| Gotham Asset Management, LLC | ADD | 1,146,881 | 2,206,457 | +92.4% | $39.2M |
| CITADEL ADVISORS LLC | DOUBLED | 691,387 | 2,005,163 | +190.0% | $35.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 318,781 | 1,932,584 | +506.2% | $34.3M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | NEW | — | 1,403,962 | — | $24.9M |
| UBS Group AG | DOUBLED | 359,831 | 1,321,766 | +267.3% | $23.5M |
| GOLDMAN SACHS GROUP INC | TRIM | 936,482 | 684,779 | -26.9% | $12.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 33 transactions. Net -$1.4B — $0.00 bought, $1.4B sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Petras Michael B. Jr. | Executive Chairman | SELL | 850,000 | $18.50 | $15.7M |
| Aug 17, 2026 | Petras Michael B. Jr. | Executive Chairman | SELL | 294,515 | $18.50 | $5.4M |
| Aug 7, 2026 | Rutz Michael P | President of Sterigenics | SELL | 150,000 | $18.84 | $2.8M |
| Aug 5, 2026 | Lyons Jonathan M. | Sr. Vice President, CFO | TAX W/H | 11,316 | $17.98 | $203.5K |
| May 26, 2026 | SHADER ALTON | Chief Executive Officer | AWARD | 375,939 | — | — |
| May 26, 2026 | SHADER ALTON | Chief Executive Officer | AWARD | 203,634 | — | — |
| May 26, 2026 | SHADER ALTON | Chief Executive Officer | AWARD | 101,817 | — | — |
| May 22, 2026 | Wheadon David E. | Director | AWARD | 14,970 | — | — |
| May 22, 2026 | Simon, Christopher | Director | AWARD | 14,970 | — | — |
| May 22, 2026 | Chen Ruoxi | Director | AWARD | 14,970 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SHC.
Shares short
12,272,393
Settlement Sep 15, 2026
Change vs prior
+2.6%
Semi-monthly cycle
Days to cover
7.3
At avg daily volume
Of shares outstanding
≈4.3%
Estimate — not % of float
All SHC filing & press-release reports (13)
- 8-K reportAug 14, 2026
- INST-CLUSTER reportAug 9, 2026
- 144 reportAug 7, 2026
- 8-K reportAug 6, 2026
- 3 reportMay 27, 2026
- 8-K reportMay 20, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 15, 2026
- 8-K reportMay 5, 2026
- PRESS-RELEASE reportMay 5, 2026
- PRESS-RELEASE reportApr 21, 2026
- DEFA14A reportApr 8, 2026
- CLUSTER reportMar 10, 2026