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PRPRGO

Perrigo Company plc

Buzzing onTrending downwardX mentions rising faster than the marketPrice and volume picking up
$PRGO·$1.9B·Drug Manufacturers - Specialty & Generic·Healthcare
$13.56+0.6%YTD-3.7%1Y-36.6%
Price updated 13h ago·X counts updated 7d ago
PRPRGO
$PRGOPerrigo Company plc
$13.56+0.59%12 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PRGO 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.

12X posts · last 7 days
Sep 2Sep 13

AI verdictAI analysisGenerated by AI from underlying data

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

Broken storyWinding up for a moveAI verdict · as of 2026-09-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

OTC-and-generics leader down 37% year-over-year at 32% of range — cheap on sales, no visible catalyst.

Perrigo Company plc is a global over-the-counter (OTC) medicine and store-brand specialty pharmaceuticals company — a real scaled OTC franchise that has been under sustained margin pressure. Down 4% year-to-date and 37% over the trailing year, sitting at 32% of the 52-week range with volume 2.8x normal.

  • The setup on the fundamentals shows the split: 33% gross margin, 5% operating margin, but P/E negative on trailing losses. The 6.5% FCF yield is real cash generation, and 0.005x debt-to-equity is unusually clean for a consumer-health company.
  • The catch is why the multiple compressed: -56% ROE reflects the recent losses, plus persistent operating-margin pressure — the volume 2.8x normal suggests institutional-buyer positioning but the tape hasn't confirmed the direction.

The story turns on Q3 earnings (Nov 4) showing continued OTC segment revenue plus operating-margin trajectory; another decelerating quarter with maintained losses is what confirms the bear read.

What to watch: Nov 4 earnings — OTC segment revenue growth, operating-margin trajectory, and any commentary on Consumer Self-Care Americas. A revenue-plus-margin print breaks the coil upward; another decelerating quarter extends the lows.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $PRGO

  • 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
Free, forever. No credit card.

What it does

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

Consumer self-care OTC health company making private-label cough, cold, allergy, and skincare products for major US and European retailers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $PRGO.

Drug Manufacturers - Specialty & Generic · Healthcare

Animal health and specialty generics are the structural growth pockets within pharmaceuticals; Teva's $4.9B senior notes pricing signals financial stabilisation after years of deleveraging, while cannabis pharma consolidation heats up with Curaleaf's contested takeover bid for Aurora at a 45-110% premium depending on metric.

What this means for $PRGO

Partial — OTC private-label cough, cold, and allergy products benefit from consumer trade-down from branded; Opill OTC birth control launch adds a new category but requires consumer education investment.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+20.3%YTD
+43.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-1.1How 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
3.3%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
5.2%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
6.5%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
0.4Same 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
-56.3%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
33.3%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
0.0Total 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 2026Aug 5, 2026$0.50$0.39+28.9%
Q1 2026May 6, 2026$0.43$0.39+10.3%
Q4 2025Feb 26, 2026$0.77$0.80-3.8%
Q3 2025Nov 5, 2025$0.80$0.75+6.7%
Next earningsWed, Nov 4·consensus EPS $0.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.0B-3.2%30.7%2.3%$0.54$68.3M
Q1 FY26$969.2M-7.2%33.6%3.5%$-2.87$-127.4M
Q4 FY25$1.1B-2.5%32.6%7.6%$-10.23$148.6M
Q3 FY25$1.0B-4.1%36.1%7.0%$0.05$29.8M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$4.0B – $4.1B$2.22$2.18 – $2.293
FY27$4.1B$4.0B – $4.2B$2.43$2.36 – $2.534
FY28$4.1B$4.0B – $4.2B$2.69$2.66 – $2.733
FY29$4.1B$4.0B – $4.1B$2.81$2.77 – $2.851
FY30$4.1B$4.1B – $4.2B$2.90$2.86 – $2.942

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.2.8×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.32%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.+8.3%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.+10.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 137.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.0% 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.β0.545-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

No open-market buys or sells in the last 180 days.

+ 38 other (14 awards · 12 inkinds · 12 exempts) in window

See when $PRGO 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
Free, forever. No credit card.

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

3New insider — initial holdingsJul 143
AI summary

Gajial Muhammad Omer (Last) (First) (Middle) C/O PERRIGO COMPANY PLC 515 EASTERN AVENUE (Street) ALLEGAN MICHIGAN 49010 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 06/30/2026 3. Issuer Name and Ticker or Trading Symbol PERRIGO Co plc [ PRGO ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) No securities are beneficially owned 0 D Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: /s/ Diana Witt, attorney-in-fact for Mr. Muhammad Omer Gajial 07/14/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of PRGO, with an event date of 1473. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsJul 103
AI summary

Amin Ahmed Salman (Last) (First) (Middle) C/O PERRIGO COMPANY PLC 515 EASTERN AVENUE (Street) ALLEGAN MICHIGAN 49010 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 06/30/2026 3. Issuer Name and Ticker or Trading Symbol PERRIGO Co plc [ PRGO ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) No securities are beneficially owned 0 D Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: /s/ Diana Witt, attorney-in-fact for Mr. Ahmed Salman Amin 07/10/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of PRGO, with an event date of 1473. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-K/AOfficer or director change (amended)Jul 68-K/A — Item 5.02: Officer or director change
AI summary

PRGO filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KOfficer or director changeJul 68-K — Item 5.02: Officer or director change
AI summary

PRGO filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KOfficer or director changeJun 308-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

PRGO filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KOfficer or director changeJun 88-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

PRGO filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KOfficer or director changeMay 58-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KAcquisition completedApr 308-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
+ 23 other (9 13Gs · 5 S-8 POSs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Perrigo (PRGO) Up 13.8% Since Last Earnings Report: Can It Continue?zacks.com·16d agoPerrigo to Attend the Barclays Global Consumer Conferenceprnewswire.com·24d agoPRGO or NEOG: Which Is the Better Value Stock Right Now?zacks.com·25d agoShould Value Investors Buy Perrigo (PRGO) Stock?zacks.com·25d agoMy Top 5 Dividend Picks For Augustseekingalpha.com·28d ago

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Voices on X · last 7 days

No standout posts about $PRGO 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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