BTSG Earnings
Friday, May 01 2026
EPS Estimate
$0.31
$0.24 – $0.39
Revenue Estimate
$3.4B
Current Price
$47.81
Our Position
bullishThree analysts raise BTSG targets to $46–$55
structured data
est. revisions falling
(-18.2pp / 30d)
Synchronized upgrades from three marquee healthcare analysts suggest institutional confidence in BTSG's specialty generics business is shifting materially higher. The $4–$13 target increases reflect not just sentiment but concrete performance data that's resonating across the street.
Watch: Monitor quarterly earnings for sustained specialty division growth rates and margin expansion—the upgrade thesis hinges on proving that acceleration is durable, not cyclical. A miss on specialty growth could reverse these gains fast.
Data Signal Summary
2 bullish
2 bearish
Estimates up +3%
Insider buying cluster
Put/call 1.6 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
98.5
Est. Revisions (30d)
+2.7% 3up/0dn
Analyst Target (mean)
$53 $45–$60 +10%
Options P/C Ratio
1.62
Est. Dispersion
48% 14 analysts
Insider Cluster
buy cluster
Fund Convergence
moderate Citadel, Two Sigma
Recent Activity
insider trades
46 transactions
Sell
·
BARNES ROBERT ALLEN (Officer)
·30,730 shares
·$668,378
Award
·
ROUSSEAU JON B (Chief Executive Officer)
·186,845 shares
Award
·
PHIPPS JENNIFER A (Chief Financial Officer)
·53,384 shares
Award
·
NALLEY LISA A (Officer)
·21,354 shares
Award
·
GREENWELL SCOTT A. (Officer)
·20,020 shares
41 more
Sell
·
ROUSSEAU JON B
·220,000 shr
·$9,053,000
Exercise
·
ROUSSEAU JON B
·220,000 shr
·$1,401,400
Other
·
KKR GROUP PARTNERSHIP, L.P.
·81,213 shr
Sell
·
KKR GROUP PARTNERSHIP, L.P.
·19,715,000 shr
·$807,546,115
Sell
·
PHIPPS JENNIFER A
·35,000 shr
·$1,440,250
Exercise
·
PHIPPS JENNIFER A
·35,000 shr
·$222,950
Sell
·
NALLEY LISA A
·30,000 shr
·$1,234,500
Exercise
·
NALLEY LISA A
·30,000 shr
·$191,100
Sell
·
ROUSSEAU JON B
·235,000 shr
·$6,763,770
Exercise
·
ROUSSEAU JON B
·235,000 shr
·$1,496,950
Other
·
KKR GROUP PARTNERSHIP, L.P.
·89,977 shr
Sell
·
KKR GROUP PARTNERSHIP, L.P.
·14,745,000 shr
·$424,390,590
Sell
·
NALLEY LISA A
·20,000 shr
·$575,640
Exercise
·
NALLEY LISA A
·20,000 shr
·$127,400
Sell
·
KKR GROUP PARTNERSHIP, L.P.
·2,100,000 shr
·$44,418,990
Award
·
GREENWELL SCOTT A.
·16,839 shr
Sell
·
ROUSSEAU JON B
·531,840 shr
·$11,567,520
Exercise
·
ROUSSEAU JON B
·531,840 shr
·$3,387,821
Other
·
KKR GROUP PARTNERSHIP, L.P.
·111,366 shr
Sell
·
KKR GROUP PARTNERSHIP, L.P.
·13,288,101 shr
·$281,068,584
Sell
·
PHIPPS JENNIFER A
·15,616 shr
·$339,648
Exercise
·
PHIPPS JENNIFER A
·15,616 shr
·$99,474
Sell
·
NALLEY LISA A
·14,415 shr
·$313,526
Exercise
·
NALLEY LISA A
·14,415 shr
·$91,824
Sell
·
MCMAUDE MICHAEL A
·119,298 shr
·$2,594,732
Exercise
·
BARNES ROBERT ALLEN
·27,606 shr
·$175,850
Award
·
KIRTLEY OLIVIA F
·11,912 shr
Award
·
WICKS TIMOTHY A
·11,912 shr
Award
·
MILLER STEVEN B
·11,912 shr
Award
·
ROUSSEAU JON B
·345,424 shr
Award
·
PHIPPS JENNIFER A
·86,356 shr
Award
·
NALLEY LISA A
·46,057 shr
Award
·
YOWLER JENNIFER
·23,029 shr
Sell
·
WALGREENS BOOTS ALLIANCE, INC.
·12,000,000 shr
·$253,920,000
Award
·
MILLER STEVEN B
·10,708 shr
Sell
·
WALGREENS BOOTS ALLIANCE, INC.
·11,619,998 shr
·$157,102,373
Buy
·
KKR GROUP PARTNERSHIP, L.P.
·11,619,998 shr
·$129,330,578
Buy
·
DAMBROSIO MATTHEW
·1,000 shr
·$11,461
Award
·
KIRTLEY OLIVIA F
·4,449 shr
Award
·
KIRTLEY OLIVIA F
·15,653 shr
Award
·
WICKS TIMOTHY A
·15,653 shr
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