JMP maintains STERIS stock with $265 target after F4Q25 results

Published 15/05/2025, 10:06
JMP maintains STERIS stock with $265 target after F4Q25 results

On Thursday, STERIS (NYSE:STE), a $22.35 billion healthcare company, received a reaffirmed Market Outperform rating and a $265.00 price target from JMP Securities following the company’s release of its fiscal fourth-quarter 2025 results. STERIS reported net sales of $1.48 billion, surpassing the consensus estimate of $1.47 billion. The adjusted earnings per share (EPS) for the quarter was $2.74, which was approximately 5% higher than the Street’s expectation of $2.60. According to InvestingPro data, the company maintains strong financial health with an overall score of "GREAT," though it currently trades at a relatively high P/E ratio of 35.5x.

The company’s financial performance in the fourth quarter capped off what was described as a record fiscal year 2025, with revenue growth of 6.24% over the last twelve months. The positive results were attributed to a diverse customer base and an increase in procedure volumes across the globe. STERIS’s ability to exceed expectations reflects the company’s strong operational execution and market position. InvestingPro analysis reveals additional strengths, including a 21-year track record of maintaining dividends and robust cash flows that adequately cover interest payments.

The reaffirmed price target by JMP Securities indicates a continued confidence in the company’s growth trajectory and future performance. The analyst’s comments underscore the robust financial health of STERIS and its success in navigating the market dynamics of the past fiscal year. With the stock trading near $227.50, InvestingPro analysis suggests the company is slightly undervalued based on its proprietary Fair Value model. Subscribers can access 8 additional ProTips and a comprehensive Pro Research Report that provides deep insights into STERIS’s financial position and growth prospects.

The latest financial figures come after the market closed on Wednesday, ahead of the earnings call that took place this morning. The company’s performance has been closely watched by investors, and the latest results have provided further insight into its financial stability and growth prospects.

STERIS’s strong fourth-quarter earnings are a testament to its strategic initiatives and the resilience of its business model amidst a fluctuating global economic landscape. The company’s focus on delivering value to its customers and shareholders is evident in its financial achievements and the positive outlook provided by industry analysts.

In other recent news, STERIS reported its third fiscal quarter of 2025 results, showing a 6% year-over-year organic growth on a constant currency basis. The company posted quarterly revenue of $1.37 billion, which was slightly below the consensus estimate of $1.382 billion. Adjusted earnings per share (EPS) for the quarter were $2.32, marking a 10% increase compared to the previous year and aligning with expectations from both JMP Securities and Wall Street. JMP Securities maintained a Market Outperform rating for STERIS, with a price target of $265, indicating confidence in the company’s future prospects. In other developments, STERIS has agreed to settle the majority of pending personal injury claims related to ethylene oxide exposure for up to $48.15 million. This settlement involves placing funds in escrow and is expected to resolve most claims in the Circuit Court of Cook County, Illinois. The settlement is contingent upon certain conditions and will be financed through cash on hand and existing credit facilities. STERIS will record a charge for the settlement in its fiscal year ending March 31, 2025, which will be excluded from its adjusted earnings measures for the year.

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