PZENA INVESTMENT MANAGEMENT LLC has added 18,050,555 shares of $BAX to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $BAX.
BAXTER INTERNATIONAL Hedge Fund Activity
We have seen 304 institutional investors add shares of BAXTER INTERNATIONAL stock to their portfolio, and 462 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PZENA INVESTMENT MANAGEMENT LLC added 18,050,555 shares (+45.9%) to their portfolio in Q3 2025, for an estimated $411,011,137
- BANK OF NEW YORK MELLON CORP removed 8,889,709 shares (-67.4%) from their portfolio in Q3 2025, for an estimated $202,418,673
- GREENHAVEN ASSOCIATES INC added 6,288,349 shares (+inf%) to their portfolio in Q3 2025, for an estimated $143,185,706
- CAMBER CAPITAL MANAGEMENT LP removed 2,900,000 shares (-50.4%) from their portfolio in Q2 2025, for an estimated $87,812,000
- SOUND SHORE MANAGEMENT INC /CT/ removed 2,821,514 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $64,245,873
- PARNASSUS INVESTMENTS, LLC removed 2,303,048 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $69,736,293
- POINT72 ASSET MANAGEMENT, L.P. added 1,971,485 shares (+704.1%) to their portfolio in Q2 2025, for an estimated $59,696,565
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BAXTER INTERNATIONAL Congressional Stock Trading
Members of Congress have traded $BAX stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BAX stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 09/25, 07/22 and 1 sale worth up to $15,000 on 08/04.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 05/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
BAXTER INTERNATIONAL Analyst Ratings
Wall Street analysts have issued reports on $BAX in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 10/07/2025
- Barclays issued a "Overweight" rating on 08/04/2025
- Morgan Stanley issued a "Underweight" rating on 07/15/2025
To track analyst ratings and price targets for BAXTER INTERNATIONAL, check out Quiver Quantitative's $BAX forecast page.
BAXTER INTERNATIONAL Price Targets
Multiple analysts have issued price targets for $BAX recently. We have seen 8 analysts offer price targets for $BAX in the last 6 months, with a median target of $24.5.
Here are some recent targets:
- Joanne Wuensch from Citigroup set a target price of $21.0 on 10/31/2025
- Danielle Antalffy from UBS set a target price of $21.0 on 10/31/2025
- David Roman from Goldman Sachs set a target price of $22.0 on 10/31/2025
- Vijay Kumar from Evercore ISI Group set a target price of $31.0 on 10/07/2025
- Rick Wise from Stifel set a target price of $25.0 on 08/04/2025
- Matt Miksic from Barclays set a target price of $36.0 on 08/04/2025
- Larry Biegelsen from Wells Fargo set a target price of $24.0 on 08/01/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $BAX ticker page for more data.
