Mercer Global Advisors Adds $2M in Agilent Technologies, Inc. ($A)
Mercer Global Advisors raised its holdings in Agilent Technologies by 23.4%, adding 14,192 shares.
Key Points
- Mercer Global Advisors boosted its position in Agilent Technologies by 23.4%, adding 14,192 shares to hold a total of 74,734 shares valued at $9.52 million as of the latest SEC filing.
- Shares of NYSE:A traded near $127.36 on Wednesday with a market cap of $35.72 billion and a P/E ratio of 25.4.
- Insider sales included Agilent's CEO selling 418 shares on June 3, 2026, while analysts maintain a 'buy' consensus with a target mean price of $160.35.
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Mercer Global Advisors recently increased its stake in Agilent Technologies, Inc. (NYSE:A) by 23.4%. The firm added 14,192 shares, bringing its total holdings to 74,734 shares, valued at approximately $9.52 million, according to its latest Form 13F filing with the SEC. This filing reflects holdings as of the end of the reporting period and may not represent the firm's current position.
Mercer Global Advisors vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in Mercer Global Advisors' Agilent Technologies Position
Mercer Global Advisors boosted its Agilent Technologies holdings by 23.4%, increasing its stake from 60,542 shares to 74,734 shares. The additional shares are valued at about $9.52 million.
Other Institutional Activity in Agilent Technologies
Several other funds also adjusted their positions in Agilent Technologies. BlackRock, Inc. grew its holdings by 33,738 shares to a total of 25,902,662 shares, worth around $2.95 billion, marking a modest 0.1% increase. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions with 18,381,030 shares and 14,352,682 shares, respectively, valued at $2.10 billion and $1.64 billion. State Street Corp added 82,840 shares, totaling 12,764,632 shares valued at $1.46 billion, a 0.7% increase. Meanwhile, Massachusetts Financial Services Co /MA/ reduced its position by 1,523,511 shares, now holding 12,624,090 shares worth about $1.47 billion, a 10.8% decrease.
Agilent Technologies, Inc. Stock Down 14.3%
Shares of NYSE:A traded near $127.36 on Wednesday. Agilent Technologies has a market cap of $35.72 billion, with a P/E ratio of 25.4 and a forward P/E of 19.1. The stock's 52-week range is between $108.35 and $160.27. It has a 50-day moving average of $121.14 and a 200-day moving average of $130.44. The company's beta is 1.256, indicating a slightly higher volatility than the market. Agilent maintains a strong financial position with a current ratio of 2.10 and a quick ratio of 1.46.
$A stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Agilent Technologies reported revenue of $7.23 billion, reflecting a growth rate of 0.1%. The company has a net margin of 19.6% and a return on equity of 21.3%. Its earnings per share (EPS) stand at $4.98. The next earnings report is scheduled for August 26, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 target cuts vs 1 raises.
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EPS & revenue
EPS beat estimates by 3.8%. Revenue met estimates.
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Profit surprise
EBITDA missed by 4 percent. Operating income missed by 7 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 upgrade, 1 target raise, 5 target cuts.
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Earnings quality
Gross margin up 3.1 points. Operating margin up 3.8 points. Positive free cash flow.
Earnings Call Summary
Agilent delivered a strong second quarter with $1.83 billion in revenue, up 6.3 percent core growth and beating guidance by 80 basis points. Earnings per share came in at $1.49, beating expectations by 7 cents and growing 14 percent year over year. Operating margin expanded 130 basis points to 26.4 percent, well ahead of guidance. The company is seeing robust momentum across its instrument business with double digit growth in LC LCMS and GC driven by replacement cycles and share gains. Diagnostics grew 11 percent led by the Omnis family and cancer offerings. Strategic pricing delivered over 200 basis points of contribution, exceeding the annual target of 100 basis points at midyear. Management credited the Ignite operating system for driving execution excellence and structural improvements.
Guidance Management raised full year revenue and earnings guidance. The company now expects $7.39 to $7.49 billion in annual revenue with core growth of 4.5 to 6.0 percent, up 30 basis points from prior guidance. Earnings per share guidance increased to $6.00 to $6.10, up 8 cents at the midpoint. For the third quarter, they forecast $1.83 to $1.85 billion in revenue with EPS of $1.48 to $1.50.
Clearly negative report. The company missed important expectations and likely triggers downward revisions.
Dividend
Agilent Technologies offers an annual dividend rate of $1.02, yielding 0.8%. The dividend payout ratio is 20.2%.
Insider Buying and Selling at Agilent Technologies, Inc.
Recent insider activity at Agilent Technologies includes CEO Padraig McDonnell selling 418 shares at an average price of $137.40 on June 3, 2026. Additionally, Senior Vice President Michael Steven Buckner purchased 8,872 shares on May 19, 2026.
Analysts Set New Price Targets
On June 11, 2026, Piper Sandler initiated coverage on Agilent Technologies with a 'hold' rating and a $150 price target. HSBC maintained its 'buy' rating with a $165 target on June 3, 2026. B of A Securities also maintained a 'buy' rating with a $155 target on June 2, 2026. The consensus among analysts is a 'buy' recommendation, with a mean target price of $160.35 based on 17 opinions.
About Agilent Technologies
Agilent Technologies, Inc., headquartered in Santa Clara, California, provides solutions for the life sciences, diagnostics, and applied chemical markets. The company operates through three segments: Life Sciences and Diagnostics Markets, Agilent CrossLab, and Applied Markets. Agilent offers a wide range of products, including chromatography systems, mass spectrometry systems, and laboratory software. Led by CEO Mr. Padraig McDonnell, Agilent employs approximately 18,000 people worldwide.
Bottom Line
Mercer Global Advisors' move to increase its stake in Agilent Technologies highlights ongoing interest from institutional investors. While 13F filings provide a snapshot of past holdings, they offer valuable insights into investment trends. Investors keep a close eye on such filings to gauge institutional sentiment and potential future movements in the stock market.
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