AZTA Azenta, Inc. - Common Stock

NASDAQ · Life Sciences Tools & Services · View on SEC EDGAR ↗
$35.37
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026

About Azenta, Inc. - Common Stock Company overview from Wikipedia

AZTA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$35.37
Market Cap
$1.62B
P/E (TTM)
-29.0
EPS (TTM)
$-1.22
Revenue (TTM)
$594M
Div Yield
ROE
-3.3%
Debt/Equity
52W Range
$16 – $42

AZTA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $594M
7-point trend, +77.7%
2019-09-30 2025-09-30
EPS $-1.22
7-point trend, -120.2%
2019-09-30 2025-09-30
Free Cash Flow $38M
7-point trend, -42.8%
2019-09-30 2025-09-30
Margins -9.4%
7-point trend, +12.4%
2019-09-30 2025-09-30

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
AZTA
Peer Median
P/E (TTM)
5-point trend, -134.3%
-29.0
91.9
P/S (TTM)
5-point trend, -85.0%
2.7
3.5
P/B
5-point trend, -86.7%
0.9
2.9
Price / FCF
5-point trend, -56.2%
42.3

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
AZTA
Peer Median
Gross Margin
5-point trend, -4.1%
45.5%
46.3%
Operating Margin
5-point trend, +25.3%
-4.5%
Net Profit Margin
5-point trend, -143.6%
-9.4%
-28.6%
ROA
5-point trend, -141.6%
-2.7%
-7.7%
ROE
5-point trend, -139.0%
-3.3%
-15.5%
ROIC
5-point trend, +500.0%
5.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
AZTA
Peer Median
Current Ratio
5-point trend, +32.3%
3.0
4.3
Quick Ratio
5-point trend, +76.4%
1.8

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
AZTA
Peer Median
Revenue YoY
5-point trend, +15.6%
3.5%
Revenue CAGR 3Y
5-point trend, +15.6%
2.2%
Revenue CAGR 5Y
5-point trend, +15.6%
8.8%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
AZTA
Peer Median
EPS (Diluted)
5-point trend, -181.9%
$-1.22

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
AZTA
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
Dec. 2, 2021$0.1000
Sept. 2, 2021$0.1000
June 3, 2021$0.1000
March 4, 2021$0.1000
Dec. 3, 2020$0.1000
Sept. 3, 2020$0.1000
June 4, 2020$0.1000
March 5, 2020$0.1000
Dec. 5, 2019$0.1000
Sept. 5, 2019$0.1000
June 6, 2019$0.1000
Feb. 28, 2019$0.1000
Dec. 6, 2018$0.1000
Sept. 6, 2018$0.1000
May 31, 2018$0.1000
March 1, 2018$0.1000
Nov. 30, 2017$0.1000
Sept. 7, 2017$0.1000
May 31, 2017$0.1000
March 1, 2017$0.1000

AZTA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 13 analysts
  • Strong Buy 3 23.1%
  • Buy 6 46.2%
  • Hold 4 30.8%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

5 analysts · 2026-08-17
Median target $35.00 -1.0%
Mean target $34.80 -1.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.16 $0.12 0.04%
March 31, 2026 $-0.04 $0.13 -0.17%
Dec. 31, 2025 $0.09 $0.14 -0.05%
Sept. 30, 2025 $0.21 $0.19 0.02%
June 30, 2025 $0.19 $0.14 0.05%
March 31, 2025 $0.05 $0.07 -0.02%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
AZTA $1.32B -23.5 3.5% -9.4% -3.3% 45.5%
ALMR
BLFS -241.8 28.9%
FTRE $1.61B -1.6 1.0% -36.2% -171.1%
PSNL $816M -8.7 -17.7% -116.7% -36.0%
MRVI -3.6 -28.3% -70.4% -48.6% 18.3%
CYRX $479M 6.9 12.4% 44.4% 15.3% 47.1%
CTKB $649M 505.0 0.52% -33.0% -18.5% 51.8%
MLAB $489M 73.1 3.4% 2.7% 3.7% 63.5%
OABI
DNA $484M -1.5 -25.1% -183.8% -55.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 18
Annual Income Statement data for AZTA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +23.0% $594M $573M $551M $555M $514M $389M $334M $632M $527M $434M $553M $483M
Cost of Revenue 12-point trend, +2.5% $324M $319M $312M $300M $270M $216M $200M $385M $329M $277M $364M $316M
Gross Profit 12-point trend, +61.5% $270M $255M $239M $256M $244M $172M $135M $246M $199M $157M $189M $167M
R&D Expense 12-point trend, -42.3% $30M $32M $32M $28M $22M $18M $17M $47M $40M $44M $52M $53M
SG&A Expense 12-point trend, +135.4% $262M $263M $264M $251M $252M $190M $163M $167M $142M $119M $115M $111M
Operating Expenses 12-point trend, +74.7% $297M $306M $300M $280M $275M $209M $182M $215M $185M $174M $172M $170M
Operating Income 12-point trend, -894.6% $-27M $-51M $-61M $-25M $-31M $-37M $-47M $31M $14M $-17M $17M $-3M
Interest Expense 9-point trend, +2171.8% · · · $5M $2M $3M $22M $10M $408.0K $157.0K $395.0K $202.0K
Interest Income 6-point trend, +3392.3% · $33M $44M $16M · · · · · $452.0K $899.0K $950.0K
Other Non-op 12-point trend, +260.2% $922.0K $-732.0K $-2M $-898.0K $-16M $-2M $-1M $-3M $-2M $-1M $421.0K $256.0K
Pretax Income 12-point trend, -321.4% $-7M $-19M $-20M $-10M $-49M $-40M $-84M $20M $15M $-18M $18M $-2M
Income Tax 12-point trend, -1496.0% $-32M $5M $-12M $1M $-20M $-14M $-23M $-47M $3M $66M $3M $-2M
Net Income 12-point trend, -277.8% $-56M $-165M $-15M $2.13B $111M $65M $437M $117M $63M $-69M $14M $31M
EPS (Basic) 12-point trend, -359.6% $-1.22 $-3.10 $-0.22 $28.48 $1.49 $0.88 $6.08 $1.65 $0.90 $-1.01 $0.21 $0.47
EPS (Diluted) 12-point trend, -365.2% $-1.22 $-3.10 $-0.22 $28.48 $1.49 $0.88 $6.04 $1.64 $0.89 $-1.01 $0.21 $0.46
Shares (Basic) 12-point trend, -31.4% 45,743,000 53,175,000 66,253,000 74,897,000 74,229,000 73,557,000 71,992,000 70,489,000 69,575,000 68,507,000 67,411,000 66,648,000
Shares (Diluted) 12-point trend, -32.2% 45,896,000 53,175,000 66,253,000 74,897,000 74,455,000 73,850,000 72,386,000 70,937,000 70,485,000 68,507,000 68,549,000 67,644,000
EBITDA 12-point trend, -894.6% $-27M $-201M $-73M $-25M $-31M $78M $46M $31M $64M $4M $17M $-3M
Balance Sheet 29
Annual Balance Sheet data for AZTA
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +197.3% $280M $280M $649M $658M $227M $251M $257M $198M $102M $85M $81M $94M
Short-term Investments 5-point trend, -32.1% · · · · · · · $46M $28.0K $39.0K $70M $68M
Receivables 12-point trend, +77.5% $142M $154M $157M $164M $120M $95M $166M $125M $93M $106M $86M $80M
Inventory 12-point trend, -19.9% $75M $71M $128M $86M $60M $37M $99M $97M $73M $93M $101M $94M
Prepaid Expense 12-point trend, +233.5% $65M $51M $99M $133M $51M $44M $46M $32M $23M $15M $15M $19M
Current Assets 12-point trend, +89.2% $708M $833M $1.42B $2.46B $777M $649M $647M $564M $352M $299M $356M $374M
PP&E (Net) 6-point trend, +100.6% · · · · · · $101M $60M $57M $55M $42M $50M
PP&E (Gross) 6-point trend, +44.7% · · · · · · $251M $191M $175M $195M $169M $174M
Accum. Depreciation 6-point trend, +22.0% · · · · · · $151M $131M $118M $140M $127M $124M
Goodwill 12-point trend, +541.5% $702M $691M $675M $514M $469M $453M $441M $256M $207M $176M $121M $110M
Intangibles 12-point trend, +71.0% $102M $125M $294M $178M $187M $212M $251M $100M $84M $82M $55M $60M
Other Non-current Assets 12-point trend, +28.1% $6M $11M $4M $57M $58M $50M $21M $5M $6M $12M $9M $5M
Total Assets 12-point trend, +164.7% $2.06B $2.10B $2.89B $3.72B $1.82B $1.56B $1.52B $1.10B $767M $686M $759M $778M
Accounts Payable 12-point trend, +11.8% $38M $33M $36M $39M $42M $26M $59M $45M $49M $41M $45M $34M
Current Liabilities 12-point trend, +108.8% $238M $206M $211M $231M $345M $211M $272M $165M $147M $120M $113M $114M
Capital Leases 8-point trend, +590.9% $51M $57M $60M $49M $45M $19M · · · · $0 $7M
Deferred Tax 12-point trend, +610.8% $18M $18M $67M $65M $13M $18M $21M $7M $4M $3M $3M $3M
Other Non-current Liabilities 12-point trend, +190.0% $11M $9M $12M $7M $6M $1M $10M $6M $4M $4M $3M $4M
Total Liabilities 12-point trend, +146.1% $333M $332M $351M $353M $494M $346M $377M $377M $159M $132M $127M $135M
Long-term Debt 4-point trend, -74.7% · · · · $50M $50M $51M $196M · · · ·
Total Debt 4-point trend, -74.7% · · · · $50M $50M $51M $196M · · · ·
Common Stock 12-point trend, -26.1% $594.0K $590.0K $713.0K $885.0K $878.0K $873.0K $857.0K $841.0K $833.0K $821.0K $811.0K $804.0K
Paid-in Capital 6-point trend, -71.1% $530M $506M $1.16B · · · · · · $1.86B $1.85B $1.83B
Retained Earnings 12-point trend, +241.0% $1.42B $1.48B $1.64B $1.66B $-470M $-551M $-586M $-994M $-1.08B $-1.12B $-1.02B $-1.01B
Treasury Stock Flat — no change across 12 periods $201M $201M $201M $201M $201M $201M $201M $201M $201M $201M $201M $201M
AOCI 12-point trend, -241.6% $-22M $-13M $-62M $-84M $19M $22M $4M $14M $15M $15M $6M $16M
Stockholders' Equity 12-point trend, +168.6% $1.73B $1.77B $2.53B $3.36B $1.33B $1.21B $1.14B $718M $608M $554M $632M $643M
Liabilities + Equity 12-point trend, +164.7% $2.06B $2.10B $2.89B $3.72B $1.82B $1.56B $1.52B $1.10B $767M $686M $759M $778M
Shares Outstanding 12-point trend, -42.9% 45,858,979 45,570,084 57,832,378 88,482,125 87,808,922 87,293,710 85,759,700 84,164,130 83,294,848 82,220,270 81,093,052 80,375,777
Cash Flow 18
Annual Cash Flow data for AZTA
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +160.9% $61M $91M $86M $54M $65M $65M $54M $37M $28M $28M $25M $23M
Stock-based Comp 12-point trend, +91.4% $21M $14M $9M $11M $27M $16M $20M $20M $17M $12M $12M $11M
Deferred Tax 12-point trend, -1419.8% $-27M $-16M $-29M $24M $-17M $-5M $-15M $-45M $517.0K $70M $-2M $-2M
Amort. of Intangibles 12-point trend, +130.2% $24M $29M $32M $32M $37M $35M $27M $24M $17M $15M $13M $11M
Restructuring 12-point trend, -17.8% $5M $7M $5M $712.0K $385.0K $674.0K $1M $714.0K $3M $10M $5M $6M
Operating Cash Flow 12-point trend, +34.2% $72M $50M $6M $-466M $150M $38M $91M $74M $96M $40M $44M $54M
CapEx 12-point trend, +513.6% $34M $37M $39M $73M $53M $40M $24M $13M $13M $13M $16M $6M
Investing Cash Flow 12-point trend, -408.2% $-90M $225M $431M $1.47B $-146M $-23M $211M $-148M $-54M $-11M $-18M $-18M
Net Debt Issued · $0 · · · · · · · · · ·
Stock Issued 11-point trend, +53.3% $3M $3M $4M $5M $6M $5M $3M $3M $2M $2M $2M ·
Stock Repurchased 4-point trend, +0.00 $0 $662M $839M $0 · · · · · · · ·
Net Stock Activity 9-point trend, +35.8% $3M $-658M $-839M $5M $6M $5M $3M $3M $2M · · ·
Dividends Paid 11-point trend, -100.0% · $0 $0 $7M $30M $30M $29M $28M $28M $28M $27M $23M
Financing Cash Flow 12-point trend, +60.8% $-10M $-659M $-840M $-63M $-26M $-27M $-191M $170M $-26M $-26M $-34M $-24M
Net Change in Cash 12-point trend, -318.1% $-24M $-363M $-357M $756M $-17M $-3M $107M $96M $17M $4M $-13M $11M
Taxes Paid 12-point trend, +505.9% $7M $3M $43M $452M $38M $102M $17M $21M $8M $5M $4M $1M
Free Cash Flow 12-point trend, -20.6% $38M $13M $-22M $-539M $97M $-2M $67M $61M $84M $27M $28M $48M
Levered FCF 9-point trend, -1227.8% · · · $-545M $96M $-5M $45M $30M $83M $30M $27M $48M
Profitability 8
Annual Profitability data for AZTA
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +31.3% 45.5% 40.1% 39.6% 46.0% 47.5% 42.4% 40.5% 39.0% 38.6% 35.4% 34.2% 34.7%
Operating Margin 12-point trend, -707.1% -4.5% -30.6% -11.0% -4.5% -6.0% 8.7% 5.9% 5.0% 9.2% 0.76% 3.1% -0.56%
Net Margin 12-point trend, -244.5% -9.4% -25.0% -2.1% 383.9% 21.6% 7.2% 56.0% 18.5% 9.0% -12.4% 2.6% 6.5%
Pretax Margin 12-point trend, -242.9% -1.2% -25.5% -4.6% -1.8% -9.5% 8.4% 1.2% 3.2% 9.4% 0.71% 3.2% -0.35%
EBITDA Margin 12-point trend, -707.1% -4.5% -30.6% -11.0% -4.5% -6.0% 8.7% 5.9% 5.0% 9.2% 0.76% 3.1% -0.56%
ROA 12-point trend, -165.9% -2.7% -6.6% -0.43% 77.1% 6.6% 4.2% 33.5% 12.5% 8.6% -9.6% 1.8% 4.1%
ROE 12-point trend, -166.7% -3.3% -8.7% -0.54% 62.5% 8.4% 5.4% 46.6% 16.3% 10.8% -11.7% 2.2% 4.9%
ROIC 12-point trend, +7500.0% 5.3% -11.1% -1.2% -0.84% -1.3% 5.4% 3.9% 11.4% 8.6% -13.9% 2.2% 0.07%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for AZTA
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -9.4% 3.0 4.1 6.7 10.7 2.3 3.1 2.4 3.4 2.4 2.5 3.3 3.3
Quick Ratio 12-point trend, -16.6% 1.8 2.4 4.0 3.6 1.0 2.3 1.7 2.2 1.5 1.6 2.1 2.1
Debt / Equity 4-point trend, -86.3% · · · · 0.0 0.0 0.0 0.3 · · · ·
LT Debt / Equity 4-point trend, -86.1% · · · · 0.0 0.0 0.0 0.3 · · · ·
Interest Coverage 9-point trend, +59.7% · · · -5.4 -15.3 26.7 2.1 3.3 157.1 27.0 42.8 -13.4
Efficiency 3
Annual Efficiency data for AZTA
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -54.3% 0.3 0.3 0.2 0.2 0.3 0.6 0.6 0.7 1.0 0.8 0.7 0.6
Inventory Turnover 12-point trend, +23.7% 4.2 3.2 3.8 4.1 5.5 4.8 4.7 4.5 4.3 3.8 3.7 3.4
Receivables Turnover 12-point trend, -32.9% 4.1 4.0 4.2 3.9 4.8 5.1 5.4 5.8 6.1 5.8 6.6 6.1
Per Share 6
Annual Per Share data for AZTA
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +292.0% $37.66 $38.82 $43.82 $44.83 $17.83 $16.44 $15.75 $10.15 $8.70 $8.05 $9.35 $9.61
Revenue / Share 12-point trend, +81.3% $12.94 $12.34 $10.04 $7.42 $6.90 $12.15 $10.79 $8.90 $9.83 $8.18 $8.06 $7.14
Cash Flow / Share 12-point trend, +97.8% $1.57 $0.95 $0.26 $-6.22 $2.01 $0.51 $1.26 $1.04 $1.37 $0.58 $0.64 $0.80
Cash / Share 12-point trend, +333.8% $6.10 $6.82 $11.74 $8.77 $3.06 $4.00 $4.17 $2.80 $1.46 $1.24 $1.19 $1.41
Dividend / Share 9-point trend, -70.6% · · · $0 $0 $0 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, -365.2% $-1.22 $-3.10 $-0.22 $28.48 $1.49 $0.88 $6.04 $1.64 $0.89 $-1.01 $0.21 $0.46
Growth Rates 5
Annual Growth Rates data for AZTA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -89.0% 3.5% 4.0% -0.72% 8.1% 32.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -81.8% 2.2% 3.7% 12.4% · · · · · · · · ·
Revenue CAGR 5Y 8.8% · · · · · · · · · · ·
EPS YoY 2-point trend, +2513.1% · · · 1811.4% 69.3% · · · · · · ·
Net Income YoY 2-point trend, +2480.0% · · · 1825.9% 70.8% · · · · · · ·
Valuation (TTM) 17
Annual Valuation (TTM) data for AZTA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +23.0% $594M $573M $551M $555M $514M $389M $334M $632M $527M $434M $553M $483M
Net Income TTM 12-point trend, -277.8% $-56M $-165M $-15M $2.13B $111M $65M $437M $117M $63M $-69M $14M $31M
Market Cap 12-point trend, +87.3% $1.32B $2.21B $2.90B $3.22B $7.61B $3.42B $2.68B $2.48B $2.12B $936M $792M $703M
Enterprise Value 4-point trend, +206.0% · · · · $7.43B $3.17B $2.43B $2.43B · · · ·
P/E 12-point trend, -203.0% -23.5 -15.6 -228.1 1.5 68.7 52.6 6.1 21.4 34.1 -13.5 55.8 22.8
P/S 12-point trend, +52.3% 2.2 3.8 5.3 5.8 14.8 8.8 8.0 3.9 4.0 2.2 1.4 1.5
P/B 12-point trend, -30.3% 0.8 1.2 1.1 1.0 5.7 2.8 2.4 3.5 3.5 1.7 1.3 1.1
P / Tangible Book 6-point trend, -77.1% 1.4 2.3 1.9 1.2 11.4 6.2 · · · · · ·
P / Cash Flow 12-point trend, +39.5% 18.2 43.9 166.0 -6.9 50.8 90.2 29.5 33.5 22.0 23.7 18.1 13.1
P / FCF 12-point trend, +135.8% 34.4 171.2 -132.3 -6.0 78.4 -1659.6 39.9 40.5 25.4 35.1 28.7 14.6
EV / EBITDA 4-point trend, -409.1% · · · · -239.0 40.4 52.7 77.3 · · · ·
EV / FCF 4-point trend, +92.9% · · · · 76.6 -1540.4 36.2 39.7 · · · ·
EV / Revenue 4-point trend, +276.2% · · · · 14.5 8.2 7.3 3.8 · · · ·
Dividend Yield 11-point trend, -100.0% · 0.00% 0.00% 0.23% 0.39% 0.86% 1.1% 1.1% 1.3% 2.9% 3.4% 3.2%
Earnings Yield 12-point trend, -197.0% -4.2% -6.4% -0.44% 66.5% 1.5% 1.9% 16.3% 4.7% 2.9% -7.4% 1.8% 4.4%
Payout Ratio 10-point trend, -100.0% · 0.00% · 0.35% 26.8% 45.5% 6.6% 24.3% 44.6% -39.6% 189.8% 72.9%
Annual Payout 11-point trend, -100.0% · $0 $0 $7M $30M $30M $29M $28M $28M $28M $27M $23M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-09-302025-06-302025-03-312024-12-312024-09-30
Revenue $594M$573M
Gross Margin % 45.5%40.1%
Operating Margin % -4.5%-30.6%
Net Income $-56M$-165M
Diluted EPS $-1.22$-3.10
Balance Sheet
2025-09-302025-06-302025-03-312024-12-312024-09-30
Current Ratio 3.04.1
Quick Ratio 1.82.4
Cash Flow
2025-09-302025-06-302025-03-312024-12-312024-09-30
Free Cash Flow $38M$13M

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Institutional owners (13F) 275 filers · $852.4M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
54 (+13 vs prior Q) 47 (-22 vs prior Q) 95 (+17 vs prior Q) 71 (-27 vs prior Q) +3.2M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Politan Capital Management LP $117,964,924 4,622,450 13.84% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $63,642,899 2,493,844 7.47% Shares
VANGUARD CAPITAL MANAGEMENT LLC $47,726,840 1,870,174 5.60% Shares
STATE STREET CORP $47,465,208 1,859,945 5.57% Shares
Front Street Capital Management, Inc. $33,211,677 1,301,398 3.90% Shares
DIMENSIONAL FUND ADVISORS LP $30,205,183 1,183,589 3.54% Shares
NEUBERGER BERMAN GROUP LLC $28,032,589 1,098,488 3.29% Shares
AMERICAN CAPITAL MANAGEMENT INC $27,089,225 1,061,490 3.18% Shares
GEODE CAPITAL MANAGEMENT, LLC $24,144,304 945,875 2.83% Shares
ROYCE & ASSOCIATES LP $22,749,013 891,419 2.67% Shares
SNYDER CAPITAL MANAGEMENT L P $22,267,323 872,544 2.61% Shares
VICTORY CAPITAL MANAGEMENT INC $21,794,208 854,005 2.56% Shares
AMERIPRISE FINANCIAL INC $19,451,420 762,203 2.28% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $15,988,050 626,491 1.88% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $15,030,616 588,974 1.76% Shares
SEGALL BRYANT & HAMILL, LLC $14,120,165 553,298 1.66% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $13,695,707 536,876 1.61% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $13,388,732 524,635 1.57% Shares
CITADEL ADVISORS LLC $12,182,176 477,358 1.43% Shares
JUPITER ASSET MANAGEMENT LTD $12,101,099 474,181 1.42% Shares
D. E. Shaw & Co., Inc. $11,477,212 449,734 1.35% Shares
Rock Springs Capital Management LP $10,284,560 403,000 1.21% Shares
Quantinno Capital Management LP $10,101,531 395,828 1.19% Shares
Man Group plc $9,398,684 368,287 1.10% Shares
BANK OF AMERICA CORP /DE/ $7,727,532 302,803 0.91% Shares
PALISADE CAPITAL MANAGEMENT, LP $7,551,317 295,898 0.89% Shares
Kerrisdale Advisers, LLC $7,418,205 290,682 0.87% Shares
GOLDMAN SACHS GROUP INC $7,118,676 278,945 0.84% Shares
BNP PARIBAS FINANCIAL MARKETS $7,108,596 278,550 0.83% Shares
VANGUARD FIDUCIARY TRUST CO $6,949,887 272,331 0.82% Shares
NEW YORK STATE COMMON RETIREMENT FUND $6,879,682 269,580 0.81% Shares
MORGAN STANLEY $6,154,543 241,165 0.72% Shares
Meros Investment Management, LP $5,625,399 220,431 0.66% Shares
Edgestream Partners, L.P. $5,504,128 215,679 0.65% Shares
NORGES BANK $5,479,144 214,700 0.64% Shares
CAXTON ASSOCIATES LLP $5,268,987 206,465 0.62% Shares
PRINCIPAL FINANCIAL GROUP INC $5,037,495 197,394 0.59% Shares
BlackRock, Inc. $4,929,188 193,150 0.58% Shares
MILLENNIUM MANAGEMENT LLC $4,168,896 163,358 0.49% Shares
TUDOR INVESTMENT CORP ET AL $3,967,518 155,467 0.47% Shares
Public Sector Pension Investment Board $3,600,821 141,098 0.42% Shares
STATE OF WISCONSIN INVESTMENT BOARD $3,598,728 141,016 0.42% Shares
Bank of New York Mellon Corp $3,441,423 134,852 0.40% Shares
Campbell & CO Investment Adviser LLC $3,263,931 127,897 0.38% Shares
XTX Topco Ltd $3,161,724 123,892 0.37% Shares
ExodusPoint Capital Management, LP $3,144,779 123,228 0.37% Shares
MARSHALL WACE, LLP $3,080,596 120,713 0.36% Shares
ALGERT GLOBAL LLC $2,825,319 110,710 0.33% Shares
RHUMBLINE ADVISERS $2,615,907 102,505 0.31% Shares
JOHN G ULLMAN & ASSOCIATES INC $2,613,707 102,418 0.31% Shares
AMERICAN CENTURY COMPANIES INC $2,530,665 99,164 0.30% Shares
WELLS FARGO & COMPANY/MN $2,307,008 90,400 0.27% Put option
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $2,292,232 89,821 0.27% Shares
CITADEL ADVISORS LLC $2,161,544 84,700 0.25% Put option
Swiss National Bank $2,123,264 83,200 0.25% Shares
JANE STREET GROUP, LLC $2,105,400 82,500 0.25% Call option
JANE STREET GROUP, LLC $2,003,320 78,500 0.24% Put option
Circumference Group LLC $1,786,400 70,000 0.21% Shares
Point72 Asset Management, L.P. $1,698,560 66,558 0.20% Shares
BARCLAYS PLC $1,637,772 64,176 0.19% Shares
Legal & General Group Plc $1,606,739 62,960 0.19% Shares
CAXTON ASSOCIATES LP $1,597,500 31,950 0.19% Shares
MOORE CAPITAL MANAGEMENT, LP $1,568,995 61,481 0.18% Shares
ZB,N.A. $1,383,900 27,678 0.16% Shares
US BANCORP \DE\ $1,374,303 53,852 0.16% Shares
CAPITAL FUND MANAGEMENT S.A. $1,323,926 51,878 0.16% Shares
Summit Trail Advisors, LLC $1,320,150 51,730 0.15% Shares
NORDEA INVESTMENT MANAGEMENT AB $1,297,187 51,846 0.15% Shares
Orion Portfolio Solutions, LLC $1,230,345 35,518 0.14% Shares
FIRST TRUST ADVISORS LP $1,221,821 47,877 0.14% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,177,321 55,718 0.14% Shares
CITADEL ADVISORS LLC $1,171,368 45,900 0.14% Call option
ALLIANCEBERNSTEIN L.P. $1,160,967 54,944 0.14% Shares
DEUTSCHE BANK AG\ $1,152,075 45,144 0.14% Shares
Counterpoint Mutual Funds LLC $1,137,528 44,574 0.13% Shares
HSBC HOLDINGS PLC $1,108,021 44,004 0.13% Shares
PRUDENTIAL FINANCIAL INC $1,102,898 43,217 0.13% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,102,464 43,200 0.13% Put option
ENVESTNET ASSET MANAGEMENT INC $1,076,154 42,169 0.13% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $1,054,342 31,700 0.12% Shares
Orion Porfolio Solutions, LLC $1,029,015 40,322 0.12% Shares
NISA INVESTMENT ADVISORS, LLC $973,971 38,165 0.11% Shares
VANGUARD ASSET MANAGEMENT, Ltd $923,365 36,182 0.11% Shares
IMA Advisory Services, Inc. $909,635 35,644 0.11% Shares
Numerai GP LLC $894,629 35,056 0.10% Shares
SYNOVUS FINANCIAL CORP $831,387 28,948 0.10% Shares
MARTINGALE ASSET MANAGEMENT L P $822,995 32,249 0.10% Shares
INCEPTIONR LLC $815,236 31,945 0.10% Shares
Pinnacle Financial Partners, Inc. $781,856 30,637 0.09% Shares
FEDERATED HERMES, INC. $698,610 27,375 0.08% Shares
MetLife Investment Management, LLC $605,947 23,744 0.07% Shares
Glenmede Investment Management, LP $595,767 20,744 0.07% Shares
Illinois Municipal Retirement Fund $567,667 22,244 0.07% Shares
VANGUARD GROUP INC $543,635 16,345 0.06% Shares
CITIGROUP INC $531,888 20,842 0.06% Shares
Creative Planning $530,229 20,777 0.06% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $494,271 19,368 0.06% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $493,480 19,337 0.06% Shares
Corient Private Wealth LP $489,167 19,168 0.06% Shares
Dynamic Technology Lab Private Ltd $488,000 19,121 0.06% Shares

Company insiders 74 insiders · 45 officers · 29 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John Marotta President and CEO Nov. 24, 2025 A 213,194 1 1 $16,696
Stephen S Schwartz CEO Nov. 16, 2023 A 446,536 0 0 $0
Robert Lepofsky Chief Executive Officer Sept. 30, 2010 F 881,995 0 0 $0
Edward C Grady Chief Executive Officer Sept. 30, 2007 F 96,200 0 0 $0
Lawrence Y. Lin EVP, CFO and Treasurer Nov. 24, 2025 A 79,655 0 0 $0
Herman Cueto EVP, Chief Financial Officer Nov. 19, 2024 S 23,892 0 0 $0
Lindon G Robertson EVP & Chief Financial Officer Nov. 16, 2023 D 121,081 0 0 $0
Martin S Headley EVP & Chief Financial Officer Feb. 4, 2013 F 506,741 0 0 $0
Robert W Woodbury JR Executive VP & CFO Dec. 31, 2007 D 79,643 0 0 $0
David Jarzynka President, Semi Solutions Nov. 19, 2021 S 46,315 0 0 $0
Guojuan Liao President, GENEWIZ Nov. 18, 2020 S 12,827 0 0 $0
Maurice H. Tenney President-Brooks Life Sciences Feb. 15, 2019 S 136,556 0 0 $0
Mark D Morelli President and COO Nov. 6, 2015 A 414,944 0 0 $0
Ralf K Wuellner President, Global Cust Op Grp June 8, 2009 S 37,750 0 0 $0
Michael W Pippins President, Automation Sys. Grp Jan. 23, 2009 D 20,397 0 0 $0
James Gentilcore President & COO Nov. 30, 2007 J 16,561 0 0 $0
Joseph Bellini President & COO March 1, 2007 M 29,233 0 0 $0
Matthew Mcmanus EVP & Chief Operating Officer Aug. 19, 2022 P 29,467 0 0 $0
Ginger Zhou SVP and GM, Multiomics Nov. 24, 2025 A 38,755 0 1 $-30,966
Violetta Hughes VP, Chief Accounting Officer Feb. 3, 2025 S 9,603 0 0 $0
David Dong Wang SVP & GM, SMS Dec. 4, 2024 D 23,974 0 0 $0
Jason Joseph SVP, General Counsel, Secy. Nov. 19, 2024 S 112,564 0 0 $0
Robin Vacha SVP, GM Life Science Products Jan. 31, 2024 A 31,438 0 0 $0
David C Gray Chief Strategy & New Business Nov. 17, 2023 D 74,868 0 0 $0
Vandana Sriram SVP Finance & Corp. Controller Jan. 31, 2023 A 6,356 0 0 $0
Kimberly Crowley SVP, Chief HR Officer Jan. 31, 2023 A 7,399 0 0 $0
Mitchell Coyne SVP and GM, Life Sciences Proj Nov. 17, 2022 A 1,889 0 0 $0
Linda De Jesus Chief Commercial Officer, LS July 29, 2022 A 2,764 0 0 $0
David Pietrantoni Principal Accounting Officer Nov. 17, 2021 S 27,375 0 0 $0
William T. Montone SVP, Human Resources Sept. 27, 2021 S 91,936 0 0 $0
Kush Mirchandani SVP, Worldwide Sales Dec. 4, 2013 S 120,792 0 0 $0
Clinton M. Haris SVP, Brooks Life Sciences Nov. 8, 2013 F 151,374 0 0 $0
Timothy S Mathews Principal Accounting Officer May 23, 2013 S 55,846 0 0 $0
Michaud A. Steven SVP, Brooks Product Solutions Nov. 8, 2012 F 221,215 0 0 $0
John Lillig SVP, MD, Brooks Life Sciences July 31, 2012 J 81,500 0 0 $0
Sally White SVP, Global Services Feb. 3, 2012 F 85,684 0 0 $0
Gregory Marvell VP, Extended Factory Group Feb. 7, 2011 S 36,760 0 0 $0
Thomas S Grilk Sr. VP, General Counsel Oct. 1, 2010 S 70,288 0 0 $0
Shaun Wilson VP, Global Customer Operations Aug. 6, 2010 F 71,891 0 0 $0
Richard Small SVP, Corporate Controller Dec. 20, 2007 F 36,122 0 0 $0
Robert E Anastasi Executive Vice President Oct. 26, 2007 J 10,824 0 0 $0
Peter Frasso SVP Feb. 11, 2005 D 0 0 0 $0
Jeffrey A Cassis SVP, Global Sales and Service July 31, 2004 J 629 0 0 $0
Steven P Wentzell SVP, Human Resources Nov. 5, 2003 M 0 0 0 $0
Santo Dinaro SVP, Hardware Automation Group Oct. 16, 2003 A 0 0 $0
William L Cornog Director May 18, 2026 P 19,703 4 0 $353,684
Tina Susan Nova Director Feb. 6, 2026 A 15,772 0 0 $0
Quentin Koffey Director Feb. 5, 2026 A 10,698 0 0 $0
Frank Casal Director Feb. 5, 2026 A 21,803 0 0 $0
Erica Mclaughlin Director Feb. 5, 2026 A 22,521 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 16 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Politan Capital Management LP, Politan Capital Management GP LLC, Politan Capital Partners GP LLC, Quentin Koffey ×4 filings Nov. 4, 2024 Initial filing Board campaign SEC
The D3 Family Fund, L.P., The D3 Family Bulldog Fund, L.P., The D3 Family Canadian Fund, L.P., The DIII Offshore Fund, L.P., Nierenberg Investment Management Company, Inc., Nierenberg Investment Management Offshore, Inc., David Nierenberg ×2 filings April 7, 2010 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Feb. 9, 2009 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Oct. 7, 2008 Initial filing Capital structure SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person June 16, 2008 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Sept. 26, 2007 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Jan. 29, 2007 Initial filing Board campaign SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person July 6, 2006 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Jan. 17, 2006 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 30, 2005 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 9, 2005 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 9, 2005 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person July 15, 2005 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person July 12, 2005 Initial filing SEC
Undisclosed reporting person Nov. 2, 2001 Initial filing M&A / sale SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 65 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
QQQS · Invesco Exchange-Traded Fund Trust … 0.69% 4,893 SH Aug. 8, 2026 Daily
PSCH · Invesco Exchange-Traded Fund Trust … 0.67% 35,603 SH Aug. 8, 2026 Daily
SVAL · iShares Trust 0.47% 32,046 SH Aug. 8, 2026 Daily
FSCC · Federated Hermes ETF Trust 0.32% 38,334 NS May 31, 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0.14% 10,082 NS April 30, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.11% 95,911 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.10% 42,115 NS May 31, 2026 N-PORT
IJT · iShares Trust 0.08% 228,669 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.08% 6,690 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.08% 390,515 SH Aug. 8, 2026 Daily
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.08% 26,819 NS May 31, 2026 N-PORT
ESML · iShares Trust 0.08% 75,760 SH Aug. 8, 2026 Daily
NUSC · Nushares ETF Trust 0.08% 41,646 NS April 30, 2026 N-PORT
XJR · iShares Trust 0.08% 4,850 SH Aug. 8, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS 0.07% 29,298 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.07% 36,650 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.07% 2,503,482 SH Aug. 8, 2026 Daily
FYX · First Trust Exchange-Traded AlphaDE… 0.07% 32,768 NS April 30, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.06% 144,321 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.06% 71,269 NS May 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.06% 173,422 NS April 30, 2026 N-PORT
IJS · iShares Trust 0.05% 146,370 SH Aug. 8, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.05% 34,341 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.05% 15,408 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.04% 491 NS May 31, 2026 N-PORT
IWM · iShares Trust 0.04% 1,076,023 SH Aug. 8, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.04% 34,819 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.04% 11,972 SH Aug. 8, 2026 Daily
SMLF · iShares Trust 0.03% 44,690 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.03% 126,252 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.03% 17,755 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.03% 241,860 SH Aug. 8, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.03% 1,569 NS April 30, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.03% 153,226 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.02% 1,920 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.02% 602,767 SH Aug. 8, 2026 Daily
VHT · VANGUARD WORLD FUND 0.02% 125,433 SH Aug. 8, 2026 Daily
SCHA · SCHWAB STRATEGIC TRUST 0.02% 194,851 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.02% 3,035 NS April 30, 2026 N-PORT
ISCB · iShares Trust 0.02% 1,702 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.02% 1,492 SH Aug. 8, 2026 Daily
FHLC · FIDELITY COVINGTON TRUST 0.02% 18,758 NS April 30, 2026 N-PORT
UWM · ProShares Trust 0.01% 1,502 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.01% 76,045 NS April 30, 2026 N-PORT
WSML · iShares Trust 0.01% 2,543 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.01% 470,383 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.01% 954,583 SH Aug. 8, 2026 Daily
URTY · ProShares Trust 0.01% 1,519 NS May 31, 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.01% 1,118 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 77,013 NS April 30, 2026 N-PORT