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OGOGN

Organon & Co.

$OGN·$3.6B·Drug Manufacturers - General·Healthcare
$13.79+0.0%YTD+89.5%1Y+30.1%
Price updated 6m ago·X counts updated 4d ago
OGOGN
$OGNOrganon & Co.
$13.79+0.04%259 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $OGN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

259X posts · last 7 days
Sep 21Oct 4
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $OGN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-06

Bullish, with Origin Protocol ($OGN) among the coins seeing repeated outflows from Binance (often read as a bullish signal), plus a fresh 1,335,829 OGN stake bringing staking APY to 10.65% funded entirely by protocol-revenue buybacks (not inflation). Crypto-side thesis dominates the corpus.

Read what X is saying about $OGN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OGN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

A spin-off pharma near all-time highs on VTAMA uptake — the stock finally doing what skeptics said it couldn't.

Organon is the Merck spin-off focused on women's health, dermatology, and biosimilars — the kind of post-spin pharma most investors wrote off as a dividend-cut candidate. The 2026 story is quietly the opposite: a specialty-pharma reaccelerating around VTAMA tapinarof and the Fall Clinical Dermatology Conference pipeline updates.

  • The P&L is modest but steady: Q2 revenue was flat at $1.46B YoY at an 18% operating margin and $0.56 EPS, with trailing EPS prints hitting Street estimates in-line and down 14% on the prior — the business isn't a growth story, it's an income-and-stability story that keeps earning.
  • The move is specific and real: up 89% YTD and sitting at 99% of 52-week range with the chart +26% above the 200-day, this is a stock that's been quietly re-rated against the dividend-cut assumption that peaked earlier in the year.

Nov 9 earnings is the test of whether the re-rate holds. A reaffirmed dividend commitment plus VTAMA uptake data is the trigger for continuation; any dividend-coverage concern or VTAMA script slowdown is the invalidation at this chart position.

What to watch: Nov 9 Q3 earnings — organic revenue growth, VTAMA script trajectory, operating margin, and FY27 dividend commentary. VTAMA growth plus reaffirmed dividend is the trigger; a payout concern is the invalidation.

On the calendar: 2026-11-09 — Q3 earnings

event ahead 30ddividend resilience

Read the AI verdict on $OGN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pharma spinoff from Merck focused on women's health (Nexplanon implant), biosimilars to immune and cancer biologics, and a portfolio of established brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $OGN.

Drug Manufacturers - General · Healthcare

No material change from last week — GLP-1 duopoly (LLY/NVO) drives premium valuations while patent-cliff management defines the rest: ABBV migraine franchise win strengthens post-Humira portfolio.

What this means for $OGN

Neutral — Pharma spinoff from Merck focused on women's health (Nexplanon implant), biosimilars to immune and cancer biologics, and a portfolio of established brands.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+15.7%YTD
+30.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
17.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
29.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
53.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
9.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$0.85$0.850.0%
Q1 2026Apr 30, 2026$0.71$0.83-14.5%
Q4 2025Feb 12, 2026$0.63$0.73-13.7%
Q3 2025Nov 10, 2025$1.01$0.93+8.6%
Next earningsMon, Nov 9·consensus EPS $0.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B-3.5%53.6%18.2%$0.56$188.0M
Q4 FY25$1.5B-5.3%50.4%15.6%$-0.79$96.0M
Q3 FY25$1.6B+1.3%53.5%22.3%$0.62$149.0M
Q2 FY25$1.6B-0.8%54.8%20.5%$0.56$181.0M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.1B$6.0B – $6.2B$3.35$3.28 – $3.423
FY27$6.4B$6.2B – $6.5B$3.63$3.43 – $3.823
FY28$6.7B$6.5B – $6.9B$4.01$3.93 – $4.093
FY29$6.5B$6.4B – $6.6B$3.80$3.72 – $3.881
FY30$6.5B$6.4B – $6.6B$3.90$3.82 – $3.982

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+25.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 261.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 5Drinane Juliana PapaHead of Mfg & Supply14.8K sh$200KSellMay 6Lynette HolzbaurSVP and Corporate Controller26.4K sh$353KBuyMay 6Lynette HolzbaurSVP and Corporate Controller26.4K sh$353K
+ 12 other (9 awards · 1 exempt · 1 inkind · 1 other) in window

See when $OGN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 318-K — Item 7.01: Press release / Reg FD
AI summary

OGN (OGN) filed an 8-K under Reg FD (Item 7.01) on 2026-07-31, posting a press release to its website or furnishing it to the SEC. Regulation FD Disclosure. On July 31, 2026, Organon & Co. (the “ Company ”) released its financial results for the quarter ended June 30, 2026 with the filing of the Company’s Quarterly Report on Form 10-Q (the “ Form 10-Q ”) with the Securities and This is an informational disclosure furnished (not filed) and does not create new liability under the Exchange Act. Materiality depends on the content of the presentation.

8-KShareholder voteJul 238-K — Item 5.07: Shareholder vote
AI summary

Organon & Co. (Delaware; Jersey City, NJ) filed an 8-K under Item 5.07 on July 23, 2026, disclosing results from a shareholder vote — likely the 2026 annual meeting. The body excerpt contains only the standard cover page. This is a routine post-meeting filing; vote tallies for board elections, executive compensation advisory votes, and any other proposals are in the attached exhibit.

8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Organon & Co. (OGN) stockholders approved an amendment and restatement of the company's 2021 Incentive Stock Plan at the June 9, 2026 Annual Meeting, increasing the number of shares available for issuance by 8,000,000 shares; the Board had previously approved the amendment on April 14, 2026. Ten directors were elected to serve until the 2027 annual meeting, with approximately 77% of the 262.6 million eligible shares represented at the meeting. Executive compensation and auditor ratification were also put to a vote per the proxy. The 8 million share increase is modestly dilutive to existing shareholders but provides Organon with expanded equity compensation capacity — a routine governance matter with management retention implications.

8-KMaterial agreementApr 278-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 22 other (11 proxys · 4 13Gs · 2 10-Qs · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here is What to Know Beyond Why Organon & Co. (OGN) is a Trending Stockzacks.com·6d agoOrganon to Present New Real-World Analysis of VTAMA® (tapinarof) Cream, 1%, at the 2026 Fall Clinical Dermatology Conferencebusinesswire.com·8d agoIs Trending Stock Organon & Co. (OGN) a Buy Now?zacks.com·17d agoVIRGINIA RETIREMENT SYSTEMS ET Al Makes New $770,000 Investment in Organon & Co. $OGNdefenseworld.net·24d agoOrganon Announces US FDA Has Accepted for Review a Supplemental New Drug Application for MIUDELLA®, a Hormone-Free Intrauterine Devicebusinesswire.com·25d ago

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Voices on X · last 7 days

No standout posts about $OGN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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