
Baxter International Inc. (BAX) Presents at Citi's 2026 Unplugged MedTech and Life Sciences Access Day Transcript
Baxter International Inc. (BAX) Presents at Citi's 2026 Unplugged MedTech and Life Sciences Access Day Transcript
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Baxter International Inc. (BAX) Presents at Citi's 2026 Unplugged MedTech and Life Sciences Access Day Transcript

Our largest new purchase was Houston-headquartered Prosperity BancShares, the fifth-largest bank in Texas. Another notable purchase was Union Pacific, the largest freight railroad in the US. Besides our sale of Baxter International, we also exited LKQ, a vehicle parts distributor.

Baxter International Inc. (NYSE: BAX - Get Free Report) has been assigned a consensus rating of "Reduce" from the fourteen research firms that are currently covering the company, MarketBeat.com reports. Three equities research analysts have rated the stock with a sell rating, nine have assigned a hold rating and two have assigned a buy rating to

Acquired 2,074,016 shares of Baxter International Inc; estimated trade value $39.63 million based on quarterly average prices Quarter-end position value rose by $39.63 million, reflecting both new shareholdings and price movement over the period Transaction resulted in a position representing 2.66% of 13F reportable assets under management (AUM) Position at quarter-end: 2,074,016 shares valued at $39.63 million This new stake represents 2.66% of fund AUM, placing it outside the fund's top five holdings We're bullish on these 10 stocks ›

Baxter International faces a fundamental downturn after weak Q4 results and a dismal FY 2026 guide, prompting a hold rating downgrade. BAX trades at a very cheap valuation, but persistent margin compression, debt risks, and repeated earnings disappointments overshadow near-term recovery prospects. Despite some growth in Advanced Surgery and new connected care offerings, operational efficiency and profitability remain under severe pressure.

Revenue: Fourth quarter 2025 global sales from continuing operations totaled $3 billion, an increase of 8% on a reported basis and 3% on an operational basis.A

Its final quarter of 2025 was mixed, with a notable whiff on earnings. On the plus side, it notched a convincing beat on revenue.

Baxter International Inc. (BAX) Q4 2025 Earnings Call Transcript

Baxter reported a fourth-quarter adjusted EPS of 44 cents, below the management guidance of 52-57 cents and the Wall Street estimate of 54 cents. The decrease was driven primarily by an unfavorable product mix.

Baxter International misses Q4 EPS estimates as margins shrink, even as revenues top forecasts; shares slide 12.5% on weak 2026 guidance.

While the top- and bottom-line numbers for Baxter (BAX) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Baxter International (BAX) came out with quarterly earnings of $0.44 per share, missing the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.58 per share a year ago.

Medical products maker Baxter forecast annual profit below Wall Street estimates on Thursday, due to persistent impact from hurricane-related disruptions at a key manufacturing unit.

DEERFIELD, Ill.--(BUSINESS WIRE)--Baxter International Inc. (NYSE:BAX), a global medtech leader, today reported results for the fourth quarter of 2025. “While we delivered sales growth across all segments, our fourth-quarter results did not meet our expectations, underscoring the importance of our focus on driving continuous improvement across the enterprise,” said Andrew Hider, president and CEO. “We recently introduced a new operating model that is designed to simplify our organization, accel.

BAX's fourth-quarter results are likely to reflect muted revenue growth and an EPS decline due to ongoing infusion therapy and IV fluid headwinds.

Beyond analysts' top-and-bottom-line estimates for Baxter (BAX), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

Insights from the Fourth Quarter 2025 13F Filing Richard Pzena (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing

Baxter International sells medical products and devices. The company's products are necessities for the healthcare industry.

Baxter International (NYSE: BAX - Get Free Report) and Hero Technologies (OTCMKTS:HENC - Get Free Report) are both medical companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, valuation, profitability, risk, dividends, earnings and analyst recommendations. Profitability This table compares Baxter International and Hero

Significant Transaction in Tyson Foods On December 31, 2025, Richard Pzena (Trades, Portfolio) executed a notable transaction involving Tyson Foods Inc. The fir