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

03
Price $17.60
P/E -4.2
EPS $-3.00
Revenue $14.30B
ROE -23.2%
Debt/Equity (MRQ) 0.9
52W Range $10–$18

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

04
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Stock splits 4
Ex-date Split Type
Oct. 9, 2003 3-for-2 Forward
Jan. 28, 2003 3-for-2 Forward
Aug. 16, 1995 3-for-2 Forward
Aug. 3, 1992 2-for-1 Forward

About Viatris Inc. - Common Stock Company overview from Wikipedia

05 · wikidata

Viatris Inc. is an American global pharmaceutical and healthcare corporation headquartered in Canonsburg, Pennsylvania. The corporation was formed through the merger of Mylan and Upjohn, a legacy division of Pfizer, on November 16, 2020.

The name of the corporation comes from the Latin words via, meaning path, and tris, which means three, referring to the path to three main objectives the corporation set: expanding access to medicines, meeting patient needs through innovation, and earning the trust of the healthcare community.

Viatris ranked 254th on the 2021 Fortune 500 rankings of the largest United States corporations based on its 2020 total revenue. In 2026, Viatris ranked 100 on Time Magazine's World's Most Impactful Companies.

History

On November 16, 2020, Upjohn merged with Mylan in a Reverse Morris Trust transaction and changed its name to Viatris. At that time, Michael Goettler became chief executive officer. Following the combination, the company began trading on the NASDAQ using the ticker symbol VTRS. In December 2020, the company announced a cost-reducing restructuring plan that would impact up to 20% of its global workforce, or 9,000 jobs at its facilities around the world.

In 2021, Viatris was ranked 5th by Fortune on its annual "Change the World" list for having "transformed the treatment of HIV around the world in the [previous] five years through the first low-cost antiretroviral drug for first-line treatment of HIV and a children's version in the form of fruit-flavored tablets that dissolve in liquid. In February 2022, Viatris announced an agreement where it will contribute to Biocon Biologics its biosimilars portfolio and related commercial and operational capabilities in exchange for up to $3.335 billion, including a stake of at least 12.9% in Biocon Biologics. The transaction was completed in November 2022. In November 2022, the business agreed to acquire Oyster Point Pharma and Famy Life Sciences for an aggregate of $700–750 million to create an ophthalmology division. The acquisitions closed in January 2023.

From 2021 to 2025, Viatris was recognized by Forbes as one of the world's best employers and in 2021 by Newsweek as one of America's most responsible companies. On April 1, 2023, Scott A. Smith became Viatris' CEO, succeeding Michael Goettler. Smith previously served on the company's board since 2022. In April 2023, Viatris was recognized by LinkedIn as one of the 25 best companies to work for in India, and one of the 25 best companies offering career development in Ireland.In May 2023 and 2024, USA Today included Viatris in its list of 450 US companies that have reduced their greenhouse gas emissions intensity from 2019 to 2021. In June 2023, Viatris was named to the Forbes Global 2000 list of the world's largest companies. In October 2023, Viatris reached agreements to divest from almost all of its OTC business, its women’s healthcare business, and its India-based active pharmaceutical ingredients business for a total of about $3.6 billion.

In late December 2024, Viatris disclosed that the U.S. FDA had issued a warning letter and an import alert concerning the company's drug-making facility in Indore, India. The import alert affects 11 actively distributed products, which will no longer be accepted into the U.S. until the warning letter is lifted, while four products were conditionally exempted due to shortages. The violations cited by the FDA included subpar quality control and improper management of manufacturing defect. In response, the company announced that it has taken corrective and preventative actions.

Predecessors

The following is an illustration of the company's major mergers and acquisitions and historical predecessors:

Products

The company produces and sells a variety of medicines, with 1,400 approved therapeutic molecules in its portfolio. It owns brands (like Viagra, Xanax, Lipitor), generics, including branded and complex generics, biosimilars, and over-the-counter (OTC) drugs and active pharmaceutical ingredients. Viatris products cover therapeutic areas including cardiovascular, infectious disease, oncology, immunology, CNS and anesthesia, women's healthcare, diabetes and metabolism, gastroenterology, respiratory and allergy, and dermatology.

The following products have been newly launched or received regulatory approvals since Viatris was established include:

Dolutegravir: In December 2020, received FDA approval to treat children with HIV/AIDS in low to middle income countries. The formulation is strawberry-flavored to make it easier to give to children and was made available at a 75% discount compared to previous treatments.

Breyna (budesonide and formoterol fumarate dihydrate inhalation aerosol): In March 2022, received approval from the US FDA in March 2022 as the first generic version of Symbicort for the treatment of asthma and COPD.

GA Depot (long-acting version of glatiramer acetate): In August 2023, received New Drug Application acceptance from the US FDA as a once-monthly injection for the treatment of relapsing forms of multiple sclerosis.

Abacavir/dolutegravir/lamivudine: In September 2023, received tentative US FDA approval for a New Drug Application through the President's Emergency Plan for AIDS Relief (PEPFAR) for the treatment of HIV-1 infection in pediatric patients.

Ryzumvi (phentolamine ophthalmic solution 0.75%): In September 2023, received FDA approval for the treatment of mydriasis caused by adrenergic agonist or parasympatholytic agents or a combination of those drugs. It was previously known as Nyxol.

Partnerships

Following the formation of Viatris, the company became a member of the Biosimilars Forum, a trade organization that advocates for greater biosimilar usage. Viatris partnered with the American College of Cardiology, the NCD Alliance, and the World Heart Federation to create the NCD Academy, a platform to help fight non-communicable diseases around the world.

In December 2020, the company worked with Sesame Workshop to create resources to help children and their caregivers manage their social and emotional needs impacted by the COVID-19 pandemic. In April 2021, the company partnered with Atomo Diagnostics and Unitaid to expand access to HIV self-testing to 135 countries and lower the price of the tests by around 50%.

In February 2024, Viatris entered into an agreement with Idorsia to collaborate on global research and development and the commercialization rights to Phase 3 pharmaceuticals selatogrel, a cardiac medication, and cenerimod, a novel immunology medication used to treat systemic lupus erythematosus. The agreement includes the potential to add more assets in the future.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorHealthcare industryPharmaceuticals employees30,000 countryUS

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

06
Revenue$14.30B
2018-12-31 → 2025-12-31
EPS$-3.00
2018-12-31 → 2025-12-31
Free Cash Flow$1.94B
2025-12-31 → 2025-12-31
Net margin-24.6%
2025-12-31 → 2025-12-31
Valuation & Ratios 07–12

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

Metric 5Y trend VTRS 5Y avg Peer Median Verdict
P/E -4.25Y avg ≈36.5 ≈36.5 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

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

13
Annualized Payout≈$0.48Paid quarterly
Ex-dateAmountCurrencyYield
Aug 21, 2026$0.12USD≈2.9%
May 22, 2026$0.12USD≈2.9%
Mar 9, 2026$0.12USD≈3.4%
Nov 24, 2025$0.12USD≈4.5%
Aug 22, 2025$0.12USD≈4.5%
May 23, 2025$0.12USD≈5.8%
Mar 10, 2025$0.12USD≈5.1%
Nov 22, 2024$0.12USD≈3.6%
Aug 23, 2024$0.12USD≈4.1%
May 23, 2024$0.12USD≈4.6%
Mar 8, 2024$0.12USD≈3.9%
Nov 22, 2023$0.12USD≈5.1%
Aug 23, 2023$0.12USD≈4.4%
May 23, 2023$0.12USD≈5.2%
Mar 8, 2023$0.12USD≈4.5%
Nov 22, 2022$0.12USD≈4.3%
Aug 23, 2022$0.12USD≈4.6%
May 23, 2022$0.12USD≈4.0%
Feb 23, 2022$0.12USD≈3.1%
Nov 22, 2021$0.11USD≈2.5%

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

14
Avg Surprise 8.0%
Next Report Nov 04, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 6, 2026 $0.69 $0.61 12.6%
March 31, 2026 May 6, 2026 $0.59 $0.51 15.2%
Dec. 31, 2025 $0.57 $0.54 4.8%
Sept. 30, 2025 $0.67 $0.63 5.8%
June 30, 2025 $0.62 $0.57 9.4%
March 31, 2025 $0.50 $0.50 0.14%

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

15
Income Statement 17
Metric Trend 20252024202320222021202020192018
Revenue $14.30B$14.74B$15.43B$16.26B$17.89B$11.95B$11.50B$11.43B
Cost of Revenue $9.29B$9.12B$8.99B$9.77B$12.31B$8.15B$7.60B$7.43B
Gross Profit $5.01B$5.62B$6.44B$6.50B$5.58B$3.80B$3.90B$4.00B
R&D Expense ····$751M$555M$640M$704M
SG&A Expense $3.79B$4.10B$4.07B$4.18B$4.53B$3.34B$2.56B$2.44B
Operating Expenses $7.68B$5.61B$5.67B$4.88B$5.61B$4.01B$3.18B$3.10B
Operating Income $-2.66B$10M$766M$1.61B$-34M$-211M$716M$906M
Interest Expense $471M$550M$573M$592M$636M$498M$517M$542M
Other Non-op $-531M$-83M$10M$1.79B$6M$-13M$-44M$-65M
Pretax Income $-3.67B$-623M$203M$2.81B$-664M$-721M$154M$298M
Income Tax $-150M$11M$148M$735M$605M$-51M$138M$-54M
Net Income $-3.51B$-634M$55M$2.08B$-1.27B$-670M$17M$352M
EPS (Basic) $-3.00$-0.53$0.05$1.71$-1.05$-1.11$0.03$0.69
EPS (Diluted) $-3.00$-0.53$0.05$1.71$-1.05$-1.11$0.03$0.68
Shares (Basic) ··1,200,300,0001,212,100,0001,208,800,000601,200,000515,700,000514,500,000
Shares (Diluted) ··1,206,900,0001,217,400,0001,208,800,000601,200,000516,500,000516,500,000
EBITDA $135M·······
Balance Sheet 30
Metric Trend 20252024202320222021202020192018
Cash & Equivalents $1.32B$735M$992M$1.26B$701M$844M$476M$388M
Short-term Investments ·····$39M$27M·
Receivables $3.03B$3.22B$3.70B$3.81B$4.27B$4.84B$3.06B·
Inventory $4.00B$3.85B$3.47B$3.52B$3.98B$5.47B$2.67B·
Prepaid Expense $1.44B$1.71B$2.03B$1.81B$1.96B$1.71B$552M·
Other Current Assets $136M$387M$271M$328M$1.47B$1.24B$286M·
Current Assets $9.79B$9.52B$12.98B$10.64B$10.90B$12.87B$6.76B·
PP&E (Net) $2.61B$2.67B$2.76B$3.02B$3.19B$3.46B$2.15B·
PP&E (Gross) $5.13B$4.87B$4.77B$5.08B$5.59B$5.72B$4.12B·
Accum. Depreciation $2.52B$2.20B$2.01B$2.06B$2.40B$2.26B$1.97B·
Goodwill $6.75B$9.13B$9.87B$10.43B$12.11B$12.35B$9.59B$9.75B
Intangibles $15.10B$17.07B$19.18B$22.61B$26.13B$29.68B$11.65B·
Other Non-current Assets $1.87B$2.36B$2.21B$2.40B$1.17B$1.05B$405M·
Total Assets $37.19B$41.50B$47.69B$50.02B$54.84B$61.55B$31.26B·
Short-term Debt ···$0$1.49B$1.10B$0·
Current Liabilities $7.09B$5.78B$7.78B$6.75B$9.88B$10.56B$5.57B·
Capital Leases $178M$179M$165M$181M$201M$230M$176M·
Deferred Tax $892M$1.11B$1.74B$2.43B$2.81B$3.12B$1.63B·
Other Non-current Liabilities $2.01B$1.94B$1.52B$1.76B$1.93B$2.48B$961M·
Total Liabilities $22.48B$22.87B$27.22B$28.95B$34.35B$38.60B$19.37B·
Long-term Debt $14.41B$14.05B$18.13B$19.27B$21.59B$24.74B$12.72B·
Total Debt $14.41B·······
Common Stock $12M$12M$12M$12M$12M$12M$6M·
Paid-in Capital $18.80B$18.92B$18.81B$18.65B$18.54B$18.44B$8.64B·
Retained Earnings $-388M$3.42B$4.64B$5.18B$3.69B$5.36B$6.03B·
Treasury Stock $1.01B$504M$252M$0$0$0$1000M·
AOCI $-2.71B$-3.21B$-2.75B$-2.76B$-1.74B$-858M$-1.80B·
Stockholders' Equity $14.71B$18.64B$20.47B$21.07B$20.49B$22.95B$11.88B$12.17B
Liabilities + Equity $37.19B$41.50B$47.69B$50.02B$54.84B$61.55B$31.26B·
Shares Outstanding ······100·
Cash Flow 19
Metric Trend 20252024202320222021202020192018
D&A $2.80B$2.89B$2.74B$3.03B$4.51B$2.22B$2.02B$2.11B
Stock-based Comp $178M$146M$181M$116M$111M$79M$57M$-3M
Deferred Tax $-476M$-768M$-387M$-26M$676M$-213M$-193M$-264M
Amort. of Intangibles $2.35B$2.35B$2.32B$2.50B$2.70B$1.61B$1.58B$1.61B
Restructuring ····$50M$50M$105M·
Other Non-cash $3.33B·······
Operating Cash Flow $2.32B$2.30B$2.90B$3.00B$3.02B$1.23B$1.80B$2.34B
CapEx $379M$326M$377M$406M$457M$243M$213M$252M
Investing Cash Flow $-428M$1.80B$-864M$1.47B$-118M$-301M$-525M$-1.21B
Debt Issued $0$0$300.0K$1.88B$1.71B$983M$7M$2.58B
Net Debt Issued $-100.0K·······
Stock Issued $3M$2M$3M$3M$0$0··
Stock Repurchased $500M$250M$250M$0$0$0$0$432M
Net Stock Activity $-498M·······
Financing Cash Flow $-1.29B$-4.33B$-2.30B$-3.88B$-3.01B$-606M$-1.17B$-1.09B
Net Change in Cash $612M$-258M$-269M$556M$-144M$359M$102M$19M
Taxes Paid $445M·······
Free Cash Flow $1.94B·······
Levered FCF $1.49B·······
Profitability 8
Metric Trend 20252024202320222021202020192018
Gross Margin 35.1%·······
Operating Margin -18.6%·······
Net Margin -24.6%·······
Pretax Margin -25.6%·······
EBITDA Margin 0.95%·······
ROA -8.9%·······
ROE -23.2%·······
ROIC -8.8%·······
Liquidity & Solvency 5
Metric Trend 20252024202320222021202020192018
Current Ratio 1.4·······
Quick Ratio 0.6·······
Debt / Equity 1.0·······
LT Debt / Equity 0.8·······
Interest Coverage -5.7·······
Efficiency 3
Metric Trend 20252024202320222021202020192018
Asset Turnover 0.4·······
Inventory Turnover 2.4·······
Receivables Turnover 4.6·······
Per Share 3
Metric Trend 20252024202320222021202020192018
Book Value / Share ······$0.00·
Dividend Paid / Share $0.48$0.48$0.48$0.48$0.33···
EPS (TTM) $-3.00$-0.53$0.05$1.71$-1.05$-1.11$0.03·
Growth Rates 5
Metric Trend 20252024202320222021202020192018
Revenue YoY -3.0%-4.5%-5.1%-9.1%49.7%···
Revenue CAGR 3Y -4.2%-6.2%8.9%·····
Revenue CAGR 5Y 3.7%·······
EPS YoY ··-97.1%·····
Net Income YoY ··-97.4%·····
Valuation (TTM) 6
Metric Trend 20252024202320222021202020192018
Revenue TTM $14.30B$14.74B$15.43B$16.26B$17.89B$11.95B$11.50B·
Net Income TTM $-3.51B$-634M$55M$2.08B$-1.27B$-670M$17M·
Market Cap ······$2.0K·
P/E -4.2-23.5216.66.5-12.9-16.9670.0·
P/S ······0.0·
Earnings Yield -24.1%-4.3%0.46%15.4%-7.8%-5.9%0.15%·

Most recent period on the left · null values shown as ·

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

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $14.30B $14.74B $15.43B $16.26B $17.89B
Gross Margin % 35.1% · · · ·
Operating Margin % -18.6% · · · ·
Net Income $-3.51B $-634M $55M $2.08B $-1.27B
Diluted EPS $-3.00 $-0.53 $0.05 $1.71 $-1.05

Institutional owners (13F) 1,118 filers · $17.2B total · As of Sept. 30, 2026

17

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.

Holders 1,118
Value held $17.2B
New positions 109
Exited positions 87
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
109 (-47 vs prior Q) 87 (-2 vs prior Q) 373 (+25 vs prior Q) 325 (+14 vs prior Q) +90.9M

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
VANGUARD GROUP INC $1,720,339,307 138,179,864 10.03% Shares
FMR LLC $1,534,994,190 96,662,102 8.95% Shares
BlackRock, Inc. $1,365,989,163 86,019,468 7.96% Shares
VANGUARD CAPITAL MANAGEMENT LLC $1,207,625,391 76,046,939 7.04% Shares
Davis Selected Advisers $1,194,789,797 75,232,254 6.96% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $861,999,430 54,282,080 5.02% Shares
STATE STREET CORP $842,743,041 53,069,461 4.91% Shares
Rubric Capital Management LP $542,599,639 34,168,743 3.16% Shares
GEODE CAPITAL MANAGEMENT, LLC $520,097,655 32,807,906 3.03% Shares
DIMENSIONAL FUND ADVISORS LP $475,964,429 29,970,094 2.77% Shares
Invesco Ltd. $329,847,848 20,771,275 1.92% Shares
DEERFIELD MANAGEMENT COMPANY, L.P. $320,873,980 20,206,170 1.87% Shares
AMERIPRISE FINANCIAL INC $298,795,923 18,815,747 1.74% Shares
MORGAN STANLEY $240,246,939 15,128,899 1.40% Shares
Bank of New York Mellon Corp $226,894,280 14,288,053 1.32% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $215,449,390 13,567,342 1.26% Shares
GOLDMAN SACHS GROUP INC $215,410,160 13,564,872 1.26% Shares
NORTHERN TRUST CORP $159,414,412 10,038,691 0.93% Shares
GLENVIEW CAPITAL MANAGEMENT, LLC $156,853,255 9,877,409 0.91% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $132,934,942 8,371,218 0.77% Shares
Callodine Capital Management, LP $127,051,783 8,000,742 0.74% Shares
DEUTSCHE BANK AG\ $125,313,384 7,891,271 0.73% Shares
JPMORGAN CHASE & CO $119,690,536 7,322,267 0.70% Shares
BANK OF AMERICA CORP /DE/ $116,824,517 7,356,708 0.68% Shares
VANGUARD FIDUCIARY TRUST CO $103,910,383 6,543,475 0.61% Shares
Qube Research & Technologies Ltd $98,141,941 6,180,223 0.57% Shares
UBS Group AG $96,745,659 6,092,296 0.56% Shares
Nuveen, LLC $95,398,563 6,007,467 0.56% Shares
FRANKLIN RESOURCES INC $89,856,011 5,658,439 0.52% Shares
JANE STREET GROUP, LLC $88,440,659 5,569,311 0.52% Shares
Nantahala Capital Management, LLC $79,400,000 5,000,000 0.46% Call option
Assenagon Asset Management S.A. $79,225,415 4,989,006 0.46% Shares
AQR CAPITAL MANAGEMENT LLC $74,556,065 4,694,966 0.43% Shares
AMERICAN CENTURY COMPANIES INC $73,760,258 4,644,851 0.43% Shares
Gotham Asset Management, LLC $69,469,966 4,374,683 0.40% Shares
CITIGROUP INC $69,243,850 4,360,444 0.40% Shares
Brandywine Global Investment Management, LLC $67,528,501 5,423,976 0.39% Shares
Legal & General Group Plc $64,625,994 4,069,647 0.38% Shares
NORGES BANK $60,705,175 3,822,744 0.35% Shares
LAKEWOOD CAPITAL MANAGEMENT, LP $59,326,092 3,735,900 0.35% Shares
Man Group plc $55,946,065 3,523,052 0.33% Shares
Russell Investments Group, Ltd. $54,379,234 3,423,675 0.32% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $53,562,152 3,964,630 0.31% Shares
Amundi $51,920,530 3,269,550 0.30% Shares
SEI INVESTMENTS CO $50,267,814 3,165,469 0.29% Shares
ROYAL BANK OF CANADA $49,792,000 3,135,460 0.29% Shares
RHUMBLINE ADVISERS $45,614,656 2,872,464 0.27% Shares
DME Capital Management, LP $44,042,703 2,773,470 0.26% Shares
Vanguard Global Advisers, LLC $42,862,486 2,699,149 0.25% Shares
VICTORY CAPITAL MANAGEMENT INC $42,610,407 2,683,275 0.25% Shares

Show all 1,118 institutional owners →

Company insiders 32 insiders · 14 officers · 20 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Scott Andrew Smith Chief Executive Officer March 6, 2026 A 1,329,326 0 0 $0
Michael Goettler Chief Executive Officer March 4, 2023 M 321,653 0 0 $0
Campbell Paul Interim Chief Financial Officer, Chief Accounting Officer and Corporate Controller June 25, 2026 S 316,212 0 2 $-1,093,257
Theodora Mistras Chief Financial Officer March 6, 2026 A 70,645 0 0 $0
Sanjeev Narula Chief Financial Officer March 4, 2023 M 73,877 0 0 $0
Anthony Mauro President, Developed Markets March 13, 2024 S 243,044 0 0 $0
Xiangyang (Sean) Ni President, Greater China March 4, 2024 A 90,804 0 0 $0
Andrew Cuneo President, JANZ (Japan, Australia and New Zealand) and Emerging Markets March 4, 2024 A 60,055 0 0 $0
Menassie Taddese President, Emerging Markets May 27, 2022 S 0 0 0 $0
Andrew Enrietti Chief Administrative and Transformation Officer Aug. 15, 2026 M 234,444 0 0 $0
Corinne Le Goff Chief Commercial Officer April 15, 2026 M 107,135 0 0 $0
Matthew Joseph Maletta Chief Legal Officer March 6, 2026 A · 0 0 $0
Brian Roman Chief Legal Officer March 6, 2025 A 193,916 0 0 $0
Robert J Coury Executive Chairman March 4, 2023 M 1,174,515 0 0 $0
Leo Frans Groothuis Director Sept. 30, 2026 A 63,437 0 0 $0
David S Simmons Director Sept. 30, 2026 A 23,344 2 0 $5,202
Richard A Mark Director March 6, 2026 A 116,145 0 0 $0
Coelho Rogerio Vivaldi Director March 6, 2026 A 46,526 0 0 $0
Michael Severino Director March 6, 2026 A 26,031 0 0 $0
Dillon Joellen Lyons Director March 6, 2026 A 102,526 0 0 $0
Mark W Parrish Director March 6, 2026 A 165,230 0 0 $0
Elisha W Finney Director March 6, 2026 A 62,667 0 0 $0
Frank A Damelio Director March 6, 2026 A 26,031 0 0 $0
Don W Cornwell Director March 6, 2026 A 112,044 0 0 $0
Melina E Higgins Director March 6, 2026 A 146,048 0 0 $0
James M Kilts Director March 6, 2026 A 161,257 0 0 $0
Rajiv Malik Director March 6, 2025 A 1,068,262 0 0 $0
Harry Korman Director March 6, 2025 A 113,937 0 0 $0
Mohr Pauline Van Der Meer Director March 4, 2023 M 40,245 0 0 $0
Ian C Read Director March 21, 2022 M 14,497 0 0 $0
Neil F Dimick Director March 21, 2022 M 75,200 0 0 $0
Pfizer Inc. 10% owner Nov. 16, 2020 J 0 0 0 $0

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

ETF ownership Held by 123 ETFs

20

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
DUSA · Davis Fundamental ETF Trust 5.37% 3,886,641 NS July 31, 2026 N-PORT
ADPV · Series Portfolios Trust 4.75% 482,110 NS July 31, 2026 N-PORT
DWLD · Davis Fundamental ETF Trust 4.37% 1,522,109 NS July 31, 2026 N-PORT
IHE · iShares Trust 4.36% 4,310,454 SH Sept. 11, 2026 Daily
PJP · Invesco Exchange-Traded Fund Trust 3.40% 1,069,356 SH Oct. 1, 2026 Daily
CVSM · Elevation Series Trust 2.66% 143,081 NS July 31, 2026 N-PORT
LSEQ · Harbor ETF Trust 2.51% 21,853 NS July 31, 2026 N-PORT
SPDV · ETF Series Solutions 2.41% 180,356 NS July 31, 2026 N-PORT
LYLD · Cambria ETF Trust 2.03% 8,379 NS July 31, 2026 N-PORT
RSPH · Invesco Exchange-Traded Fund Trust 1.76% 865,399 SH Oct. 1, 2026 Daily
PTH · Invesco Exchange-Traded Fund Trust 1.75% 363,657 SH Oct. 1, 2026 Daily
FXH · First Trust Exchange-Traded AlphaDE… 1.50% 896,631 NS July 31, 2026 N-PORT
IBBQ · Invesco Exchange-Traded Fund Trust … 1.33% 81,239 SH Oct. 1, 2026 Daily
RPV · Invesco Exchange-Traded Fund Trust 1.30% 1,201,310 SH Oct. 1, 2026 Daily
PILL · Direxion Shares ETF Trust 1.27% 14,896 NS July 31, 2026 N-PORT
NUSC · Nushares ETF Trust 1.07% 786,966 NS July 31, 2026 N-PORT
SYLD · Cambria ETF Trust 1.04% 587,982 NS July 31, 2026 N-PORT
CZA · Invesco Exchange-Traded Fund Trust 1.04% 98,896 SH Oct. 1, 2026 Daily
SPVM · Invesco Exchange-Traded Fund Trust 0.82% 60,381 SH Oct. 1, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.78% 146,604 NS July 31, 2026 N-PORT
CVY · Invesco Exchange-Traded Fund Trust 0.75% 49,232 SH Oct. 1, 2026 Daily
MEDI · Harbor ETF Trust 0.57% 13,424 NS July 31, 2026 N-PORT
COWZ · Pacer Funds Trust 0.54% 5,774,795 NS July 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.51% 187,532 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.47% 61,211 NS July 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.43% 113,494 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.43% 493,425 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.39% 16,955,526 SH Aug. 19, 2026 Daily
FBCV · FIDELITY COVINGTON TRUST 0.39% 39,217 NS July 31, 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0.39% 329,029 NS July 31, 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0.36% 10,810,000 Oct. 1, 2026 Daily
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.35% 91,816 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.35% 2,881,753 NS July 31, 2026 N-PORT
IYH · iShares Trust 0.31% 680,750 SH Sept. 11, 2026 Daily
FHLC · FIDELITY COVINGTON TRUST 0.30% 554,689 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.28% 150,960 SH Aug. 19, 2026 Daily
VHT · VANGUARD WORLD FUND 0.27% 3,499,976 SH Aug. 19, 2026 Daily
ESML · iShares Trust 0.27% 455,933 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.26% 621,073 SH Sept. 11, 2026 Daily
REVS · Columbia ETF Trust I 0.26% 49,916 NS July 31, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.26% 115,598 SH Aug. 19, 2026 Daily
IMCV · iShares Trust 0.26% 182,951 SH Sept. 11, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.26% 122,266 NS July 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.25% 194,588 NS July 31, 2026 N-PORT
IXJ · iShares Trust 0.24% 611,025 SH Sept. 11, 2026 Daily
CURE · Direxion Shares ETF Trust 0.23% 22,916 NS July 31, 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.22% 11,867,062 SH Oct. 1, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.22% 26,707,011 SH Aug. 19, 2026 Daily
IWS · iShares Trust 0.19% 1,735,168 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.18% 71,909 SH Sept. 11, 2026 Daily
RECS · Columbia ETF Trust I 0.17% 566,625 NS July 31, 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0.17% 7,807,000 Oct. 1, 2026 Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.16% 228,156 NS July 31, 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.15% 187,618 SH Aug. 19, 2026 Daily
LGDX · Tidal Trust III 0.15% 11,980 NS July 31, 2026 N-PORT
SPMO · Invesco Exchange-Traded Fund Trust … 0.15% 1,925,017 SH Oct. 1, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.14% 13,535 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.14% 4,755,593 SH Sept. 11, 2026 Daily
IMCB · iShares Trust 0.13% 131,500 SH Sept. 10, 2026 Daily
DFVX · Dimensional ETF Trust 0.12% 36,388 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.11% 622,740 SH Oct. 1, 2026 Daily
FBCG · FIDELITY COVINGTON TRUST 0.11% 438,116 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.11% 1,446 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.10% 46,067 SH Oct. 1, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.10% 55,744 SH Oct. 1, 2026 Daily
DIVB · iShares Trust 0.10% 124,028 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.09% 825,072 NS July 31, 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0.08% 445,662 SH Oct. 1, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.08% 4,647,551 SH Aug. 19, 2026 Daily
DFLV · Dimensional ETF Trust 0.07% 272,031 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.07% 21,814 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.06% 1,747,680 NS July 31, 2026 N-PORT
IVE · iShares Trust 0.06% 1,934,171 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.06% 1,017,393 SH Sept. 11, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.06% 267,075 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.06% 110,597 NS July 31, 2026 N-PORT
ILCV · iShares Trust 0.05% 44,089 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.05% 2,579,107 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.05% 701,858 SH Aug. 19, 2026 Daily
DFAS · Dimensional ETF Trust 0.04% 358,281 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.04% 52,351 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.04% 35,636 SH Oct. 1, 2026 Daily
DFAU · Dimensional ETF Trust 0.04% 267,915 NS July 31, 2026 N-PORT
TOPC · iShares Trust 0.04% 720 SH Sept. 9, 2026 Daily
XRMI · Global X Funds 0.04% 1,009 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.03% 1,200 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.03% 13,227 SH Sept. 11, 2026 Daily
XYLD · Global X Funds 0.03% 58,008 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.03% 58,253 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.03% 6,830 SH Oct. 1, 2026 Daily
XTR · Global X Funds 0.03% 85 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.03% 37,920 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.03% 362,786 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.03% 62 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.03% 30,255,873 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.03% 36,993,850 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.03% 192,700 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.03% 97,596 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.03% 262,709 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.03% 4,573 NS July 31, 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0.03% 4,394 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.03% 14,678,463 SH Sept. 11, 2026 Daily
QDPL · Pacer Funds Trust 0.03% 28,053 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.03% 21,777 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.03% 814,020 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.03% 49,059 SH Sept. 11, 2026 Daily
LRGF · iShares Trust 0.03% 59,492 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.03% 1,524,327 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.03% 315,944 SH Sept. 11, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.03% 8,100 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.02% 863 SH Oct. 1, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.02% 91,048 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 993,914 SH Aug. 19, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.02% 41,980 SH Oct. 1, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDX · VANGUARD CHARLOTTE FUNDS · · July 15, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily

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

21
rating · 17 analysts BUY
Median target $20.00 +13.6%
4 23.5% Strong Buy
7 41.2% Buy
5 29.4% Hold
1 5.9% Sell
0 0.0% Strong Sell

12-Month Price Target

10 analysts · 2026-09-30

Mean target $19.40 +10.2%

Now Current price $17.60
Low$13.00 Mean$19.40 High$25.00

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

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
VTRS · -4.2 -3.0% -24.6% -23.2% 35.1%
MRK · 14.5 1.3% 28.1% 36.9% ·
PFE · 18.3 -1.7% 12.4% 8.9% ·
BMY · 15.6 -0.22% 14.6% 40.5% ·
RPRX · 21.7 5.1% 32.4% 8.0% ·
ZTS $53.46B 20.9 2.3% 28.2% 66.0% ·
CORT $3.69B 42.4 12.8% 13.1% 15.5% ·
ELAN $11.25B -48.1 6.2% -4.9% -3.5% 55.0%
AXSM $9.29B -49.6 65.5% -28.7% -227.0% ·
LLY · 46.8 44.7% 31.7% 101.2% ·

Latest News Recent headlines mentioning this company

23

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Source: SEC 10-Q filed Aug 6, 2026