Perrigo Company plc (PRGO) | News Based Sentiment Analysis

• On September 3, 2025, Perrigo's President and CEO, Patrick Lockwood-Taylor, and CFO Eduardo Bezerra, engaged in investor meetings at the Barclays 18th Annual Global Consumer Staples Conference, signaling continued efforts to communicate the company's strategy to the investment community.
• Despite positive analyst sentiment, Perrigo's stock price experienced a seven-day losing streak, falling by -8.82% over a 10-day period ending September 8, 2025, closing at $22.33 on that day. This decline occurred amidst increased trading volume of 2 million shares, totaling approximately $44.72 million.
• Several analysts maintained optimistic outlooks, with 26 analysts issuing a "Buy" consensus rating with a price target of $95.62 as of September 14, 2025, though Canaccord Genuity lowered its target from $42.00 to $40.00 on September 6, 2025. The average target price across brokerages is $33.00, implying a potential 48.2% upside from the $22.26 current price.
• Insider buying activity provided a counterpoint to the stock's decline, with CFO Eduardo Guarita Bezerra purchasing 3,000 shares and Director Geoffrey M. Parker acquiring 4,375 shares on September 6, 2025, suggesting confidence in the company's future. Additionally, Abigail Lennox, EVP and CSO, purchased 1,255 shares on September 8, 2025.
• The ongoing labor dispute at Perrigo’s Bronx manufacturing facility, which began on September 5, 2025, continues to be a headwind, with approximately 190 workers striking over overtime and retirement plan concerns, and bargaining scheduled to resume on September 10, 2025.
• Perrigo reaffirmed its FY25 outlook on August 12, 2025, expecting organic net sales towards the lower end of 1.5% to 4.5% and adjusted EPS of 2.9 to 3.1 pounds (13% to 21% YoY growth), highlighting its "Three-S" plan and infant formula recovery.
• On September 11, 2025, an EVP and CBDO received 7,701 RSUs and disposed of 2,784 ordinary shares at $22.28 per share, representing routine compensation and portfolio management.
• Perrigo also announced a partnership with the WNBA's Minnesota Lynx on September 10, 2025, to increase awareness of reproductive health options and destigmatize related discussions, showcasing a commitment to social responsibility.

The Investment Story: September was a month of conflicting signals for Perrigo, with positive analyst ratings and insider buying overshadowed by a continuing labor dispute and a recent stock price decline. The company is working to navigate operational challenges while maintaining a positive outlook for the year.

What It Means for Investors: The analyst upgrades and insider activity are encouraging, but the strike poses a real risk to production and financial results. The reaffirmed guidance provides some stability, but investors should monitor the labor negotiations closely.

Looking Ahead: Investors should closely monitor the outcome of the labor negotiations resuming on September 10, 2025, and any potential impact on the company's financial performance. The next earnings report will be critical in assessing the full impact of these events.

The Bottom Line: Perrigo remains a moderate-risk investment. While the dividend and insider buying offer some reassurance, the ongoing labor dispute introduces significant uncertainty. Investors should carefully weigh the potential rewards against the operational risks.