Emergent BioSolutions Inc. (EBS) reported first-quarter 2026 results with revenue of $156.1 million, up 1,091.6% year-over-year, beating the consensus revenue estimate of $146.5 million.
Key income statement highlights:
Cash flow and balance sheet highlights:
Analyst expectations and market reaction:
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Emergent BioSolutions Inc. Insider Trading Activity
Emergent BioSolutions Inc. insiders have traded $EBS stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $EBS stock by insiders over the last 6 months:
- RONALD RICHARD has made 0 purchases and 2 sales selling 21,984 shares for an estimated $263,077.
- DONALD W DEGOLYER sold 17,801 shares for an estimated $187,622
- SUJATA TYAGI DAYAL sold 8,552 shares for an estimated $85,520
- PAUL ANTHONY WILLIAMS (SVP, Products Business) sold 4,000 shares for an estimated $33,760
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Emergent BioSolutions Inc. Hedge Fund Activity
We have seen 92 institutional investors add shares of Emergent BioSolutions Inc. stock to their portfolio, and 85 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY added 628,821 shares (+118.9%) to their portfolio in Q4 2025, for an estimated $7,772,227
- PACER ADVISORS, INC. removed 536,655 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $6,633,055
- JAIN GLOBAL LLC added 433,984 shares (+85.3%) to their portfolio in Q4 2025, for an estimated $5,364,042
- D. E. SHAW & CO., INC. added 402,050 shares (+125.2%) to their portfolio in Q4 2025, for an estimated $4,969,338
- JANE STREET GROUP, LLC added 395,457 shares (+inf%) to their portfolio in Q4 2025, for an estimated $4,887,848
- CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. removed 354,306 shares (-31.3%) from their portfolio in Q4 2025, for an estimated $4,379,222
- HRT FINANCIAL LP added 311,784 shares (+inf%) to their portfolio in Q4 2025, for an estimated $3,853,650
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Emergent BioSolutions Inc. Government Contracts
We have seen $261,214,408 of award payments to $EBS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- VIGIV BUY AND ASSOCIATED SERVICES: $105,648,130
- BOTULISM ANTITOXIN: $62,385,453
- ACAM2000, SMALLPOX (VACCINIA) VACCINE, LIVE (ACAM): $56,000,000
- IGF::OT:IGF: $30,000,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Emergent BioSolutions Inc. Analyst Ratings
Wall Street analysts have issued reports on $EBS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 12/16/2025
To track analyst ratings and price targets for Emergent BioSolutions Inc., check out Quiver Quantitative's $EBS forecast page.
