Groupama Asset Managment Lowers Holdings in Stryker Corporation $SYK

Groupama Asset Managment lowered its holdings in shares of Stryker Corporation (NYSE:SYK) by 57.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,490 shares of the medical technology company’s stock after selling 1,978 shares during the quarter. Groupama Asset Managment’s holdings in Stryker were worth $490,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in SYK. Brighton Jones LLC raised its position in shares of Stryker by 15.4% during the fourth quarter. Brighton Jones LLC now owns 4,564 shares of the medical technology company’s stock valued at $1,643,000 after buying an additional 609 shares during the last quarter. Schnieders Capital Management LLC. bought a new position in shares of Stryker during the second quarter worth $205,000. Marshall Wace LLP grew its stake in Stryker by 107.9% during the second quarter. Marshall Wace LLP now owns 5,700 shares of the medical technology company’s stock valued at $2,255,000 after acquiring an additional 77,831 shares in the last quarter. Nebula Research & Development LLC bought a new stake in Stryker in the 2nd quarter valued at $219,000. Finally, HUB Investment Partners LLC purchased a new stake in Stryker in the 2nd quarter worth $253,000. 77.09% of the stock is owned by hedge funds and other institutional investors.

Stryker Stock Performance

NYSE:SYK opened at $326.41 on Monday. The firm has a market capitalization of $125.13 billion, a PE ratio of 33.82, a PEG ratio of 2.08 and a beta of 0.76. The stock’s fifty day moving average is $317.28 and its 200 day moving average is $334.73. Stryker Corporation has a fifty-two week low of $281.00 and a fifty-two week high of $401.99. The company has a debt-to-equity ratio of 0.59, a quick ratio of 1.33 and a current ratio of 2.16.

Stryker (NYSE:SYK) last posted its quarterly earnings data on Thursday, July 30th. The medical technology company reported $3.69 EPS for the quarter, topping the consensus estimate of $3.49 by $0.20. Stryker had a net margin of 14.43% and a return on equity of 23.63%. The company had revenue of $6.59 billion during the quarter, compared to analyst estimates of $6.58 billion. During the same period in the previous year, the firm earned $3.13 earnings per share. Stryker’s quarterly revenue was up 9.4% compared to the same quarter last year. Stryker has set its FY 2026 guidance at 14.950-15.100 EPS. On average, sell-side analysts anticipate that Stryker Corporation will post 15.01 earnings per share for the current year.

Stryker Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, June 30th were issued a dividend of $0.88 per share. This represents a $3.52 annualized dividend and a yield of 1.1%. The ex-dividend date was Tuesday, June 30th. Stryker’s dividend payout ratio is presently 36.48%.

Stryker News Roundup

Here are the key news stories impacting Stryker this week:

• Positive Sentiment: Stryker reported second-quarter revenue of $6.59 billion, up 9.4% year over year, while adjusted EPS of $3.69 exceeded consensus estimates. Organic sales growth reached 9%, supported by strong demand for orthopedic, spinal and other medical devices. Stryker beats quarterly estimates on strong demand for medical devices
• Positive Sentiment: Management said it has regained momentum following the cyber disruption and resumed share repurchases. Its full-year guidance calls for 8.3% to 9.3% organic sales growth and adjusted EPS of $14.95 to $15.10. Stryker expects 2026 organic sales growth and adjusted EPS
• Positive Sentiment: JPMorgan maintained an “overweight” rating, although it reduced its price target to $350. Truist raised its target to $340 while retaining a “hold” rating, and BTIG continues to rate the shares “buy.”
• Neutral Sentiment: The updated guidance was narrower but remained broadly close to prior expectations and analyst forecasts. This suggests operational stability, but not a major upside revision that could drive a stronger investor reaction.
• Neutral Sentiment: Analyst opinion remains generally constructive, with no recent sell ratings cited and a six-month median price target of $385, though target reductions indicate some caution regarding valuation or near-term upside.
• Negative Sentiment: The main pressure on SYK appears to be an expectations reset: despite the earnings beat, investors had anticipated a more substantial increase to full-year guidance after the cyberattack recovery. SYK falls despite Q2 earnings beat
• Negative Sentiment: Reported insider activity has been heavily weighted toward selling, with no purchases and substantial sales over the past six months. This may add to investor concerns about valuation and management confidence, although the trades do not necessarily reflect current operating performance.

Insider Buying and Selling

In related news, Director Ronda E. Stryker sold 310,000 shares of the stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $312.23, for a total value of $96,791,300.00. Following the sale, the director directly owned 1,924,880 shares of the company’s stock, valued at $601,005,282.40. This represents a 13.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Robert S. Fletcher sold 4,544 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $306.87, for a total value of $1,394,417.28. Following the transaction, the vice president owned 10,582 shares of the company’s stock, valued at $3,247,298.34. This trade represents a 30.04% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 323,264 shares of company stock valued at $100,659,489 in the last ninety days. 4.60% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. Royal Bank Of Canada cut their price objective on Stryker from $435.00 to $420.00 and set an “outperform” rating for the company in a research report on Friday. Citigroup dropped their price target on Stryker from $420.00 to $385.00 and set a “buy” rating for the company in a research note on Tuesday, April 7th. UBS Group began coverage on Stryker in a report on Tuesday, July 28th. They set a “buy” rating and a $400.00 price target for the company. Barclays reduced their price objective on Stryker from $469.00 to $394.00 and set an “overweight” rating on the stock in a research note on Monday, May 4th. Finally, Argus set a $370.00 target price on Stryker in a research report on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Stryker has a consensus rating of “Moderate Buy” and a consensus target price of $387.88.

About Stryker

Stryker Corporation is a global medical technology company that designs, manufactures and markets a broad range of products and services for use in hospitals, surgeons’ offices and other healthcare facilities. Its primary business activities span orthopedics (including joint replacement implants, trauma and extremities products), surgical equipment and operating room technologies (such as visualization, navigation and powered instruments), neurotechnology and spine solutions, and patient-handling and emergency medical equipment.