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Insider selling: $34,291,212 sold by 20 insiders (30d)
Est. revisions:
-0.2%
Factor Model (net -1.4)
Factor Model
net -1.4 3.8 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0
River Road Builds $112M ATR Stake on Growth Momentum
Watch: Watch for Q1 2026 earnings to confirm whether 14% growth in 2025 carries forward or softens. Dividend continuation and any guidance updates will test whether River Road's conviction is warranted or if growth is decelerating into a mature-company yield play.
River Road Asset Management opened a $111.92 million position in AptarGroup on February 24, acquiring 917,670 shares. The move signals institutional conviction in a company that posted 14% sales growth in 2025 across all core segments and has extended its dividend streak to 32 consecutive years.
This isn't passive money following an index — a concentrated asset manager with $9.1 billion under management staked 1.23% of its portfolio on ATR, betting on sustained profitability. The company's $3.78 billion revenue base and $393 million net income (a 10.4% net margin) suggest the institutional thesis is grounded in real operational performance, not speculation.
Evidence
Fundamentals & Data ▾
AptarGroup, Inc.
Healthcare · Medical Instruments & Supplies
Mkt Cap
$9B
P/E
22.4 fwd 20.8
Beta
0.49
Div Yield
141.00%
52w Range
$103.23 - $164.28
Short Interest
1.5M 2.6%
Days to Cover
2.8 +13%
Technicals
downtrend
from 52w Hi
-1.1%
1w return
-0.7%
Insiders
selling
0B / 9S
EPS Estimate
$1.15
-0.2% 30d
0up / 1dn
Est. Dispersion
4%
7 analysts
Analyst Target
$163
$144 - $220
Options P/C
1.54
Insider Cluster
strong sell
0B / 9S
Fund Convergence
strong
Renaissance, Citadel, Two Sigma, D.E. Shaw
Financials
Revenue
$963M +14% YoY
FCF
$96M
Gross Margin
35%
Op Margin
12%
Momentum:
accelerating
Top Holders
Renaissance
$18M
Citadel
$15M
Two Sigma
$9M
D.E. Shaw
$2M
Recent Filings & Data
insider trade
110
net selling
· $34,291,212 sold
20 insiders · 110 transactions (30d)
Recent transactions
VINCZELLER SHIELA PALLERNE · award
TLILI HEDI · award
TLILI HEDI · award
ACKERMAN DANIEL · award
KANU VANESSA · award
KANU VANESSA · award
HUDSON IRENE ELIZABETH · award
TOUYA GAEL · award
TANDA STEPHAN B · award
PRIEUR MARC · award
GONG XIANGWEI · award
TOUYA GAEL · award
VINCZELLER SHIELA PALLERNE · award
KANU VANESSA · award
TANDA STEPHAN B · award
TOUYA GAEL · sell · $494,739
PRIEUR MARC · sell · $275,620
ACKERMAN DANIEL · sell · $1,818,435
ACKERMAN DANIEL · exercise · $1,066,800
TOUYA GAEL · sell · $340,298
VINCZELLER SHIELA PALLERNE · sell · $161,006
PRIEUR MARC · sell · $305,606
CHAINEY KIMBERLY · sell · $255,318
TOUYA GAEL · sell · $503,654
GONG XIANGWEI · sell · $1,095,446
PRIEUR MARC · sell · $950,045
TLILI HEDI · sell · $563,642
WUNDERLICH RALF KLAUS · award
OWENS B CRAIG · award
KAMPOURI MONNAS GIOVANNA · award
VINCZELLER SHIELA PALLERNE · sell · $151,658
MAREY-SEMPER ISABELLE · award
XING JULIE · award
TREROTOLA MATTHEW L. · award
MATTHEWS CANDACE S. · award
TANDA STEPHAN B · sell · $2,824,545
TANDA STEPHAN B · exercise · $1,396,404
GLICKMAN SARAH JS · award
FOTIADES GEORGE L · award
TANDA STEPHAN B · sell · $1,726,423
TANDA STEPHAN B · exercise · $847,296
VINCZELLER SHIELA PALLERNE · award
TLILI HEDI · award
CHAINEY KIMBERLY · award
ACKERMAN DANIEL · award
TOUYA GAEL · award
TANDA STEPHAN B · award
PRIEUR MARC · award
GONG XIANGWEI · award
TLILI HEDI · award
CHAINEY KIMBERLY · award
ACKERMAN DANIEL · award
KANU VANESSA · award
TOUYA GAEL · award
TANDA STEPHAN B · award
PRIEUR MARC · award
GONG XIANGWEI · award
VINCZELLER SHIELA PALLERNE · award
TOUYA GAEL · award
CHAINEY KIMBERLY · award
TANDA STEPHAN B · award
VINCZELLER SHIELA PALLERNE · award
KANU VANESSA · award
KAMPOURI MONNAS GIOVANNA · sell · $215,746
CHAINEY KIMBERLY · sell · $162,752
PRIEUR MARC · sell · $149,770
PRIEUR MARC · exercise · $149,580
FOTIADES GEORGE L · other
PRIEUR MARC · sell · $673,136
TANDA STEPHAN B · sell · $5,088,116
TANDA STEPHAN B · exercise · $2,243,700
TLILI HEDI · sell · $209,745
TOUYA GAEL · sell · $500,338
PRIEUR MARC · sell · $533,085
PRIEUR MARC · exercise · $248,920
KUHN ROBERT W · sell · $151,287
KUHN ROBERT W · exercise · $64,600
VINCZELLER SHIELA PALLERNE · sell · $250,905
KUHN ROBERT W · sell · $7,418,095
KUHN ROBERT W · exercise · $3,195,310
KUHN ROBERT W · sell · $30,036
KUHN ROBERT W · exercise · $12,920
GONG XIANGWEI · sell · $1,054,974
KAMPOURI MONNAS GIOVANNA · sell · $277,603
GONG XIANGWEI · sell · $117,252
ACKERMAN DANIEL · award
TANDA STEPHAN B · sell · $4,721,969
TANDA STEPHAN B · exercise · $2,393,280
CHAINEY KIMBERLY · sell · $121,086
TLILI HEDI · award
PRIEUR MARC · sell · $476,538
WUNDERLICH RALF KLAUS · award
OWENS B CRAIG · award
KAMPOURI MONNAS GIOVANNA · award
MAREY-SEMPER ISABELLE · award
TLILI HEDI · sell · $672,344
TLILI HEDI · exercise · $236,860
XING JULIE · award
TREROTOLA MATTHEW L. · award
MATTHEWS CANDACE S. · award
GLICKMAN SARAH JS · award
FOTIADES GEORGE L · award
KUHN ROBERT W · award
TLILI HEDI · award
CHAINEY KIMBERLY · award
TOUYA GAEL · award
TANDA STEPHAN B · award
PRIEUR MARC · award
GONG XIANGWEI · award
VINCZELLER SHIELA PALLERNE · award
2 signals · latest 43d ago
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