Sotera Health (NASDAQ:SHC – Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.930-1.010 for the period, compared to the consensus EPS estimate of 0.950. The company issued revenue guidance of $1.2 billion-$1.3 billion, compared to the consensus revenue estimate of $1.2 billion.
Analysts Set New Price Targets
Several equities research analysts have recently weighed in on the stock. Wells Fargo & Company lowered shares of Sotera Health to an “overweight” rating in a report on Thursday, January 8th. Barclays decreased their price objective on shares of Sotera Health from $20.00 to $18.00 and set an “overweight” rating on the stock in a report on Tuesday, April 14th. Piper Sandler raised shares of Sotera Health from a “neutral” rating to an “overweight” rating and increased their price objective for the stock from $17.00 to $24.00 in a report on Friday, January 9th. Wall Street Zen lowered shares of Sotera Health from a “strong-buy” rating to a “buy” rating in a report on Saturday, April 11th. Finally, Citigroup increased their price objective on shares of Sotera Health from $21.00 to $23.00 and gave the stock a “buy” rating in a report on Tuesday, February 24th. Seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $20.67.
Read Our Latest Analysis on Sotera Health
Sotera Health Price Performance
Sotera Health (NASDAQ:SHC – Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.17 by $0.01. Sotera Health had a return on equity of 42.38% and a net margin of 6.70%.The business had revenue of $280.05 million for the quarter, compared to the consensus estimate of $270.78 million. During the same quarter in the previous year, the company posted $0.14 EPS. The company’s revenue was up 10.0% compared to the same quarter last year. Sotera Health has set its FY 2026 guidance at 0.930-1.010 EPS. As a group, sell-side analysts anticipate that Sotera Health will post 0.88 earnings per share for the current fiscal year.
Insider Transactions at Sotera Health
In other news, Director Gtcr Investment Xi Llc sold 10,000,000 shares of Sotera Health stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $15.27, for a total value of $152,700,000.00. Following the completion of the transaction, the director owned 12,735,301 shares in the company, valued at approximately $194,468,046.27. The trade was a 43.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 15.36% of the stock is currently owned by insiders.
Trending Headlines about Sotera Health
Here are the key news stories impacting Sotera Health this week:
- Positive Sentiment: Q1 results topped estimates — Sotera reported adjusted EPS of $0.18 (vs. $0.17 consensus) and revenue of $280.1M (vs. ~$270.8M consensus), with revenue up ~10% year-over-year. This beat supports near-term operational momentum. Sotera Health Company (SHC) Surpasses Q1 Earnings and Revenue Estimates
- Positive Sentiment: Strong operating metrics and reaffirmed outlook — Adjusted EBITDA and adjusted EPS rose year-over-year and management reaffirmed full-year 2026 targets (5.0%–6.5% net revenue growth; 5.5%–7.0% Adjusted EBITDA growth on a constant currency basis). That signal of confidence helped validate the quarter. Sotera Health Delivers Strong First-Quarter 2026 Results and Reaffirms 2026 Outlook
- Neutral Sentiment: FY2026 guidance was reiterated with EPS range $0.93–$1.01 (consensus ~$0.95) and revenue guidance roughly $1.2B–$1.3B — essentially in line with expectations, leaving limited upside surprise from guidance alone. Sotera Health Delivers Strong First-Quarter 2026 Results and Reaffirms 2026 Outlook
- Neutral Sentiment: Planned leadership transition announced — Alton Shader will become CEO effective May 26; current CEO Michael Petras will move to Executive Chairman. The change is presented as planned (not abrupt), so it’s a watch item rather than an immediate positive or negative. Sotera Health Announces Leadership Transition
- Negative Sentiment: Valuation and leverage raise risk — the shares trade at a rich P/E (~54.6) and the company’s debt-to-equity is elevated (~3.66), which can amplify downside if growth slows or macro pressures rise.
- Negative Sentiment: Immediate market reaction/volume suggests profit-taking — trading volume was above average as the stock fell, indicating some investors are locking in gains despite the beat (likely driven by a desire to de-risk after a recent run-up). Sotera Health Earnings — Conference Call / Press Materials
Hedge Funds Weigh In On Sotera Health
A number of institutional investors and hedge funds have recently modified their holdings of the stock. Sculptor Capital LP boosted its holdings in shares of Sotera Health by 27.2% in the 2nd quarter. Sculptor Capital LP now owns 11,500,000 shares of the company’s stock worth $127,880,000 after purchasing an additional 2,462,489 shares during the period. Janus Henderson Group PLC boosted its holdings in shares of Sotera Health by 4.8% in the 4th quarter. Janus Henderson Group PLC now owns 6,772,059 shares of the company’s stock worth $119,460,000 after purchasing an additional 312,191 shares during the period. State Street Corp boosted its holdings in shares of Sotera Health by 21.0% in the 4th quarter. State Street Corp now owns 5,965,326 shares of the company’s stock worth $105,228,000 after purchasing an additional 1,035,457 shares during the period. Dimensional Fund Advisors LP boosted its holdings in shares of Sotera Health by 11.3% in the 4th quarter. Dimensional Fund Advisors LP now owns 5,160,594 shares of the company’s stock worth $91,036,000 after purchasing an additional 524,012 shares during the period. Finally, AQR Capital Management LLC boosted its holdings in shares of Sotera Health by 1,206.2% in the 4th quarter. AQR Capital Management LLC now owns 2,864,106 shares of the company’s stock worth $50,523,000 after purchasing an additional 2,644,831 shares during the period. Hedge funds and other institutional investors own 91.03% of the company’s stock.
Sotera Health Company Profile
Sotera Health Inc (NASDAQ: SHC) is a global provider of sterilization and laboratory testing services that support the medical device, pharmaceutical, life sciences and consumer product industries. Headquartered in Jacksonville, Florida, the company offers a suite of services designed to ensure products meet rigorous safety and regulatory requirements before reaching market.
Sotera Health operates through three primary service platforms. Its Sterigenics division delivers contract sterilization solutions, including ethylene oxide (EtO), gamma irradiation, electron beam and X-ray technologies.
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