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Haemonetics jumps after strong Q4 results and fiscal 2027 outlook

Investivoq PriceTracker

Haemonetics Corporation (HAE) is up 17.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a stronger-than-expected fourth-quarter update, solid organic growth, and a fiscal 2027 outlook that pointed to continued expansion. Investors also seemed encouraged by resilient demand across the company’s core platforms and a sizable share repurchase effort.

Details:

  • Haemonetics posted fourth-quarter fiscal 2026 revenue of $346.4 million, up 4.8% year over year, with adjusted earnings per share of $1.29.
  • Organic revenue grew 4.5% in the quarter, and organic growth excluding the prior CSL transition effect reached 8.6%, suggesting healthier underlying momentum than the headline growth rate alone implied.
  • The company guided for fiscal 2027 reported revenue growth of 4% to 7%, organic revenue growth of 3% to 6%, and adjusted operating margin expansion of 50 to 100 basis points.
  • Haemonetics also repurchased $100 million of stock in the quarter, including an accelerated share repurchase, which may have added to the market’s positive read on capital allocation and management confidence.

    • Sources:

    Haemonetics investor relations, SEC, Investing.com

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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    $HAE Hedge Fund Activity

    We have seen 151 institutional investors add shares of $HAE stock to their portfolio, and 162 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • ARIEL INVESTMENTS, LLC added 2,060,966 shares (+inf%) to their portfolio in Q2 2026, for an estimated $154,572,450
    • AQR CAPITAL MANAGEMENT LLC removed 1,090,054 shares (-32.5%) from their portfolio in Q2 2026, for an estimated $81,754,050
    • FMR LLC removed 987,832 shares (-77.4%) from their portfolio in Q2 2026, for an estimated $74,087,400
    • NORTH PEAK CAPITAL MANAGEMENT, LLC removed 655,876 shares (-65.7%) from their portfolio in Q2 2026, for an estimated $49,190,700
    • NEUBERGER BERMAN GROUP LLC added 618,525 shares (+17.4%) to their portfolio in Q2 2026, for an estimated $46,389,375
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 591,423 shares (+inf%) to their portfolio in Q2 2026, for an estimated $44,356,725
    • MILLENNIUM MANAGEMENT LLC added 560,629 shares (+5730.1%) to their portfolio in Q2 2026, for an estimated $42,047,175

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $HAE Government Contracts

    We have seen $471,042 of award payments to $HAE over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    • PORTABLE BLOOD ANALYZERS: $131,896
    • HAEMONETICS CORPORATION PROVIDES THE ARTERIAL AND VENOUS CLOSURE SHEATHS REQUIRED FOR CARDIAC ELECTROPHYSIO...: $87,900
    • VASCADE MVP.: $84,000
    • EXPRESS REPORT: NX ORDERS PLACED DURING THE MONTH OF FEBRUARY 2026: $49,691
    • EXPRESS REPORT: NX ORDERS PLACED DURING THE MONTH OF APRIL, 2026: $22,600

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $HAE Price Targets

    Multiple analysts have issued price targets for $HAE recently. We have seen 6 analysts offer price targets for $HAE in the last 6 months, with a median target of $82.0.

    Here are some recent targets:

    • Marie Thibault from BTIG set a target price of $84.0 on 06/26/2026
    • Anthony Petrone from Mizuho set a target price of $85.0 on 06/15/2026
    • Joanne Wuensch from Citigroup set a target price of $70.0 on 05/28/2026
    • Craig Bijou from B of A Securities set a target price of $80.0 on 05/22/2026
    • Michael Petusky from Barrington Research set a target price of $89.0 on 05/12/2026
    • Allen Gong from JP Morgan set a target price of $62.0 on 05/08/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.