Stifel Nicolaus Lowers Medline (NASDAQ:MDLN) Price Target to $45.00

Medline (NASDAQ:MDLN) had its price objective reduced by research analysts at Stifel Nicolaus from $50.00 to $45.00 in a report issued on Thursday, Marketbeat reports. The brokerage currently has a “buy” rating on the stock. Stifel Nicolaus’ price objective indicates a potential upside of 27.73% from the company’s previous close.

Several other equities research analysts have also recently commented on the stock. Tigress Financial raised their target price on shares of Medline from $60.00 to $62.00 and gave the stock a “buy” rating in a research report on Wednesday, May 13th. Weiss Ratings downgraded Medline from a “sell (d+)” rating to a “sell (d)” rating in a research note on Thursday, July 23rd. BMO Capital Markets reaffirmed an “outperform” rating and issued a $47.00 target price on shares of Medline in a research report on Thursday. Citigroup dropped their price target on Medline from $60.00 to $55.00 and set a “buy” rating on the stock in a research note on Thursday, May 7th. Finally, BNP Paribas Exane reduced their price target on shares of Medline from $49.00 to $40.00 and set a “neutral” rating for the company in a research report on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $48.50.

Medline Stock Up 2.1%

Shares of NASDAQ MDLN opened at $35.23 on Thursday. The firm’s 50 day simple moving average is $38.22 and its two-hundred day simple moving average is $41.72. The company has a debt-to-equity ratio of 0.66, a current ratio of 4.33 and a quick ratio of 2.51. Medline has a one year low of $32.81 and a one year high of $50.88. The stock has a market capitalization of $46.28 billion and a P/E ratio of 110.09.

Medline (NASDAQ:MDLN) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.32 by $0.18. The company had revenue of $7.68 billion for the quarter. As a group, analysts expect that Medline will post 1.49 EPS for the current fiscal year.

Insider Transactions at Medline

In related news, insider Jessi L. Corcoran acquired 5,000 shares of the stock in a transaction dated Friday, June 5th. The shares were purchased at an average cost of $34.15 per share, with a total value of $170,750.00. Following the transaction, the insider directly owned 5,000 shares in the company, valued at approximately $170,750. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Douglas P. Golwas sold 100,000 shares of Medline stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $36.77, for a total transaction of $3,677,000.00. Following the transaction, the insider directly owned 23,899 shares in the company, valued at $878,766.23. This represents a 80.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 2,348,612 shares of company stock valued at $83,654,149 over the last quarter. 0.81% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Carlyle Group Inc. purchased a new stake in Medline in the 4th quarter worth $9,042,728,000. H&F Corporate Investors X Ltd. purchased a new position in shares of Medline in the fourth quarter valued at about $4,179,591,000. Vanguard Group Inc. bought a new position in shares of Medline in the fourth quarter worth about $793,278,000. Morgan Stanley bought a new position in shares of Medline in the fourth quarter worth about $636,807,000. Finally, Capital Research Global Investors purchased a new stake in shares of Medline during the fourth quarter worth about $620,937,000.

Key Stories Impacting Medline

Here are the key news stories impacting Medline this week:

• Positive Sentiment: Medline reported second-quarter earnings of $0.50 per share, well above the $0.32 analyst consensus, on $7.69 billion in revenue. The company also raised its 2026 organic-sales-growth outlook to 9%–10%, signaling continued demand for its medical-supply products. Medline Q2 Earnings Snapshot Medline raises 2026 organic sales outlook
• Positive Sentiment: Analysts remain constructive: BTIG reiterated a Buy rating with a $55 price target, while Truist and Stifel maintained Buy ratings with targets of $47 and $45, respectively. Although both firms reduced their targets, they still imply substantial upside from recent levels. BTIG Medline rating
• Neutral Sentiment: The positive sales outlook was accompanied by a reduction in projected 2026 adjusted EBITDA to $3.3 billion–$3.4 billion. This suggests strong revenue momentum but near-term margin or cost pressures that could limit earnings growth.
• Negative Sentiment: Major shareholder GIC Private Ltd. sold approximately 2.25 million Medline shares across August 5–6 for roughly $80 million, reducing its holdings by about 8.3% overall. Large-holder selling can add supply and weigh on investor sentiment. SEC ownership filing
• Negative Sentiment: Several law firms announced investigations into potential securities-law violations following previously reported FDA violations. The announcements do not establish wrongdoing, but they introduce potential legal, regulatory, and reputational risks for Medline. Kaplan Fox Medline investigation Kessler Topaz Medline investigation

Medline Company Profile

Medline (NASDAQ: MDLN) is a healthcare products and services company that manufactures, sources and distributes a wide range of medical supplies and equipment for healthcare providers. Its product portfolio spans clinical consumables and personal protective equipment, surgical and procedural supplies, wound care and incontinence products, diagnostic and laboratory supplies, and select durable medical equipment. Medline supports care settings that include hospitals, health systems, long-term care facilities, ambulatory clinics and home health providers.

In addition to product manufacturing and distribution, Medline provides supply‑chain and logistics services designed to help healthcare customers manage inventory, reduce costs and streamline operations.