Haemonetics jumps after strong Q4 results and fiscal 2027 outlook

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.

$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 Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative 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 Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative 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 Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.