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Insider selling: $70,274,862 sold by 17 insiders (30d)
Est. revisions:
-0.1%
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
JPMorgan initiates RMD Overweight at A$37.60
Watch: Monitor ResMed's next earnings call for updated guidance on GLP-1 therapy impact and device demand momentum.
JPMorgan started coverage of ResMed with an Overweight rating and A$37.60 price target, citing strong revenue growth and management's view that GLP-1 therapies like Eli Lilly's Zepbound will boost demand for sleep apnea treatments. ResMed's revenue growth is accelerating at 11%, with strong operating margins near 35%. Insider selling contrasts institutional holdings by top funds like Renaissance and Citadel.
JPMorgan's bullish initiation highlights expanding market demand driven by GLP-1 therapy headwinds turning into tailwinds, supporting ResMed's growth and valuation setup.
Evidence
Fundamentals & Data ▾
ResMed Inc.
Healthcare · Medical Instruments & Supplies
Mkt Cap
$34B
P/E
22.8 fwd 18.9
Beta
0.93
Div Yield
104.00%
52w Range
$202.00 - $293.81
Short Interest
11.9M 9.4%
Days to Cover
11.2 +0%
Technicals
downtrend
from 52w Hi
-2.6%
1w return
-1.4%
Insiders
selling
0B / 11S
EPS Estimate
$2.80
-0.1% 30d
0up / 2dn
Est. Dispersion
6%
13 analysts
Analyst Target
$292
$230 - $345
Options P/C
0.16
Insider Cluster
strong sell
0B / 7S
Fund Convergence
strong
Renaissance, Citadel, D.E. Shaw, Two Sigma, Bridgewater
Financials
Revenue
$1.4B +11% YoY
FCF
$305M
Gross Margin
62%
Op Margin
35%
Momentum:
accelerating
Top Holders
Renaissance
$73M
Citadel
$39M
D.E. Shaw
$18M
Two Sigma
$10M
Bridgewater
$8M
Recent Filings & Data
insider trade
133
net selling
· $70,274,862 sold
17 insiders · 133 transactions (30d)
Recent transactions
FARRELL MICHAEL J · sell · $1,125,486
FARRELL MICHAEL J · exercise · $730,383
SANDERCOCK BRETT · sell · $224,310
FARRELL PETER CRAIG · sell · $450,000
FARRELL MICHAEL J · sell · $1,252,902
FARRELL PETER CRAIG · sell · $520,440
SANDERCOCK BRETT · sell · $254,300
FARRELL MICHAEL J · sell · $1,366,436
RIDER MICHAEL J · sell · $13,000
FARRELL PETER CRAIG · sell · $502,620
SANDERCOCK BRETT · sell · $257,030
FARRELL MICHAEL J · sell · $1,240,065
FARRELL PETER CRAIG · sell · $497,660
RIDER MICHAEL J · sell · $12,088
SANDERCOCK BRETT · sell · $241,750
FARRELL MICHAEL J · sell · $1,254,796
FARRELL PETER CRAIG · sell · $502,940
RIDER MICHAEL J · sell · $12,208
SANDERCOCK BRETT · sell · $244,160
DE WITTE JAN · sell · $524,025
DE WITTE JAN · award
FARRELL MICHAEL J · award
LEONG JUSTIN · award
DELOREFICE CHRISTOPHER · award
TAN DESNEY · award
HERNANDEZ JOHN · award
MOWAD-NASSA NICOLE · award
SANDERCOCK BRETT · award
DREXLER KAREN · award
GILL HARJIT · award
BURT CAROL J · award
FARRELL PETER CRAIG · award
TAYLOR RONALD R · award
FARRELL PETER CRAIG · exercise · $1,162,965
FARRELL PETER CRAIG · sell · $504,100
DE WITTE JAN · sell · $121,872
FARRELL MICHAEL J · sell · $2,000,773
FARRELL MICHAEL J · exercise · $814,238
SANDERCOCK BRETT · sell · $742,620
SANDERCOCK BRETT · exercise · $203,280
FARRELL MICHAEL J · sell · $2,265,332
FARRELL MICHAEL J · exercise · $814,035
RIDER MICHAEL J · sell · $27,436
SANDERCOCK BRETT · sell · $823,080
FARRELL MICHAEL J. · sell · $2,227,590
FARRELL MICHAEL J. · exercise · $814,035
MOWAD-NASSA NICOLE · award
SANDERCOCK BRETT · sell · $812,310
HERNANDEZ JOHN · sell · $739,289
HERNANDEZ JOHN · exercise · $383,418
FARRELL MICHAEL J · award
LEONG JUSTIN · award
RIDER MICHAEL J · award
SANDERCOCK BRETT · award
FARRELL MICHAEL J · sell · $2,238,379
RIDER MICHAEL J · sell · $14,095
SANDERCOCK BRETT · sell · $845,700
FARRELL MICHAEL J · sell · $2,056,076
FARRELL PETER CRAIG · sell · $241,438
RIDER MICHAEL J · sell · $16,961
SANDERCOCK BRETT · sell · $997,892
SANDERCOCK BRETT · exercise · $293,028
FARRELL MICHAEL J · sell · $2,011,910
FARRELL PETER CRAIG · sell · $494,640
RIDER MICHAEL J · sell · $9,995
SANDERCOCK BRETT · sell · $243,780
SANDERCOCK BRETT · sell · $891,286
DE WITTE JAN · sell · $486,940
FARRELL MICHAEL J · sell · $1,948,003
FARRELL PETER CRAIG · sell · $484,500
SANDERCOCK BRETT · sell · $215,580
FARRELL MICHAEL J · sell · $1,680,699
FARRELL PETER CRAIG · sell · $439,480
RIDER MICHAEL J · sell · $14,263
GHOSHAL KAUSHIK · sell · $2,332,096
GHOSHAL KAUSHIK · exercise · $1,817,753
SANDERCOCK BRETT · sell · $230,360
FARRELL MICHAEL J · sell · $1,835,692
FARRELL PETER CRAIG · sell · $455,420
GHOSHAL KAUSHIK · sell · $2,145,186
GHOSHAL KAUSHIK · exercise · $1,666,780
RIDER MICHAEL J · sell · $14,982
SANDERCOCK BRETT · sell · $238,980
FARRELL MICHAEL J · sell · $1,896,307
FARRELL PETER CRAIG · sell · $484,220
RIDER MICHAEL J · sell · $15,515
SANDERCOCK BRETT · sell · $234,040
RIDER MICHAEL J · sell · $17,324
FARRELL PETER CRAIG · sell · $461,980
SANDERCOCK BRETT · sell · $244,230
FARRELL PETER CRAIG · sell · $491,300
RIDER MICHAEL J · sell · $18,419
RIDER MICHAEL J · other
FARRELL MICHAEL J · other
FARRELL MICHAEL J · sell · $499,330
LEONG JUSTIN · sell · $1,497,416
DE WITTE JAN · award
DELOREFICE CHRISTOPHER · award
TAN DESNEY · award
HERNANDEZ JOHN · award
DREXLER KAREN · award
GILL HARJIT · award
BURT CAROL J · award
FARRELL PETER CRAIG · award
TAYLOR RONALD R · award
SULPIZIO RICHARD · award
DE WITTE JAN · sell · $198,053
SANDERCOCK BRETT · sell · $249,000
FARRELL MICHAEL J · sell · $3,615,821
FARRELL MICHAEL J · exercise · $1,247,761
FARRELL PETER CRAIG · sell · $497,480
RIDER MICHAEL J · sell · $16,698
GHOSHAL KAUSHIK · sell · $1,015,925
GHOSHAL KAUSHIK · exercise · $432,986
SANDERCOCK BRETT · sell · $233,470
FARRELL MICHAEL J · sell · $3,405,206
FARRELL PETER CRAIG · sell · $474,400
GHOSHAL KAUSHIK · sell · $1,262,800
GHOSHAL KAUSHIK · exercise · $508,200
FARRELL MICHAEL J · sell · $3,646,950
SANDERCOCK BRETT · sell · $246,420
FARRELL PETER CRAIG · sell · $479,800
DELOREFICE CHRISTOPHER · award
RIDER MICHAEL J · sell · $203,742
FARRELL MICHAEL J · award
LEONG JUSTIN · award
GHOSHAL KAUSHIK · award
RIDER MICHAEL J · award
SANDERCOCK BRETT · award
GHOSHAL KAUSHIK · sell · $2,166,000
GHOSHAL KAUSHIK · exercise · $964,056
SANDERCOCK BRETT · sell · $212,160
FARRELL MICHAEL J · sell · $3,145,905
2 signals · latest 2h ago
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