Viatris IncNasdaq: VTRS
Health Care · Pharmaceuticals
$16.55
+0.55%
Vol: 454K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Viatris CFO Mistras departs; Q1 revenue up 8% to $3.5B, Truist and JPMorgan raise price targetsPositive▶
On May 4, Viatris announced CFO Theodora Doretta Mistras is leaving for a new opportunity; CAO Paul Campbell was named interim CFO effective May 8. Q1 results on May 7 showed total revenue up 8% to $3.5B (3% operational), with GAAP net earnings of $176M and 17% adjusted EPS growth; FY guidance was maintained. The FDA accepted the NDA for fast-acting meloxicam (MR-107A-02), a non-opioid acute pain treatment, with PDUFA goal date of Dec 27. Shares are up 58.2% over the last six months to ~$16.13. Truist raised PT to $20 from $18, JPMorgan to $18 from $17. Risk: CFO transition during execution of pipeline strategy adds management uncertainty; generic pricing pressure persists.
May 20Viatris beats Q1 2026 estimates with 8% revenue growth, sees CFO transition and FDA acceptance of non-opioid pain drugPositive▶
Viatris reported strong Q1 2026 results on May 7 with total revenues of $3.5B (+8% reported, +3% operational), GAAP net earnings of $176M, and adjusted EBITDA of $1.0B (+10% operationally). Adjusted EPS grew 17%, beating consensus, while full-year guidance of 3% revenue growth and 2% EPS growth was maintained. The FDA accepted the NDA for MR-107A-02 (fast-acting meloxicam), a non-opioid for moderate-to-severe acute pain, with a PDUFA date of December 27, 2026. The board declared a $0.12 quarterly dividend payable June 17. CFO Theodora Mistras announced her departure effective May 22, with Paul Campbell named interim CFO. Truist raised its price target to $20 from $18 on May 8, with JPMorgan also lifting its target.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Viatris Q1 2026 revenue rose 8% to $3.52B with 17% adjusted EPS growth; Truist raised PT to $20, JPMorgan to $18 amid CFO transitionPositive▶
Viatris reported Q1 2026 revenue of $3.52 billion (8% reported, 3% operational growth) and 17% adjusted EPS growth, beating consensus and driving shares up ~5% intraday. Net earnings were $176 million. CFO Doretta Mistras departed for a new opportunity, with Paul Campbell named interim CFO effective May 8. The board declared a $0.12 quarterly dividend payable June 17. Truist raised its price target to $20 from $18 and JPMorgan raised to $18 from $17 on May 8. Viatris presented at the BofA 2026 Healthcare Conference on May 12. Six abstracts on its investigational low-dose estrogen contraceptive patch (including positive Phase 3 efficacy/safety data) were presented at ACOG 2026.
May 15Viatris Q1 2026 revenue up 8% to $3.52B with adjusted EBITDA up 10% operationally, CFO transition announced and Truist raises PT to $20Positive▶
Viatris (VTRS) reported Q1 2026 revenue of $3.52B up 8% reported (3% operational) on May 7, 2026 with U.S. GAAP net earnings of $176M and adjusted EBITDA of $1.0B up 10% operationally, with adjusted EPS up 17%. Both topped FactSet consensus and shares traded up about 5% intraday. CFO Theodora Mistras departed for a new opportunity and Paul Campbell, current Chief Accounting Officer, was named interim CFO effective May 8, 2026. Following the print, Truist raised its price target to $20 from $18 with a Buy rating and JPMorgan raised to $18 from $17 initiating Buy. Viatris reaffirmed 2026 financial guidance and highlighted more than $2.5B of cash available for deployment. New launches included Effexor in Japan. Viatris presented at the BofA Securities 2026 Healthcare Conference on May 12, 2026.
May 14Viatris Q1 2026 revenue of $3.52B beats and adjusted EPS of $0.59 tops estimates; CFO Mistras departsPositive▶
Viatris reported Q1 2026 revenue of $3.52B (+8% reported, +3% operational) with adjusted EBITDA of $1.0B (+10% operational) and adjusted EPS of $0.59. Full-year guidance reaffirmed. CFO Doretta Mistras announced May 4 departure; Paul Campbell named interim CFO. Truist raised PT to $20 from $18 (Buy) and JPMorgan to $18 from $17 on May 8. Company will present at BofA Healthcare Conference May 12 and declared $0.12 dividend with May 22 ex-date. Risk: management transition and biosimilar/generic pricing pressure.
May 13Viatris beat Q1 estimates with $0.59 EPS and $3.52B revenue (+8% YoY); board declared a $0.12 dividend but CFO Doretta Mistras announced departure.Mixed▶
Viatris reported Q1 2026 on May 7 with revenue of $3.52B (up 8% YoY) and adjusted EPS of $0.59 versus $0.51 consensus, driven by strong Greater China and North America performance plus double-digit branded sales growth. The company reaffirmed FY2026 guidance. The board declared a $0.12 quarterly dividend payable June 17 (record date May 22). CFO Theodora Doretta Mistras is departing for a new opportunity. Six abstracts on Viatris' Phase 3 low-dose estrogen weekly contraceptive patch were presented at the ACOG meeting May 1-3. Truist raised PT to $20 and JPMorgan to $18.
May 12Viatris beat Q1 2026 (revenue $3.5B +8%, adj EPS $0.59), named Paul Campbell interim CFO, raised by Truist to $20 PT; presents at BofA Healthcare Conference May 12.Positive▶
Viatris on May 7, 2026 reported Q1 2026 revenue of $3.52B, up 8% YoY, with adjusted EPS of $0.59 surpassing expectations and Greater China sales +22%; U.S. GAAP net earnings of $176M. Management reaffirmed FY26 guidance and reiterated >$2.5B of deployable cash in 2026. CFO Doretta Mistras is departing; Paul Campbell named interim CFO effective May 4. The Board declared a $0.12 quarterly dividend. Six abstracts on Viatris' investigational low-dose estrogen contraceptive patch were presented at ACOG May 1-3. Truist raised PT to $20 (Buy) and JPMorgan to $18. Viatris presents at the Bank of America Healthcare Conference on May 12.
May 11Viatris reported Q1 2026 EPS of $0.59 beating $0.51 estimates on May 7, and announced CFO Doretta Mistras departure on May 4.Positive▶
Viatris reported Q1 2026 on May 7 with EPS of $0.59 beating the $0.51 estimate and revenue of $3.52B beating $3.42B (8% reported growth YoY). U.S. GAAP net earnings were $176M. The company reaffirmed full-year guidance and expects $2.5B+ of cash available for deployment in 2026. CFO Theodora Mistras announced departure on May 4; Paul Campbell named interim CFO. Six Phase 3 abstracts on its low-dose estrogen contraceptive patch were presented at ACOG. The board declared a $0.12 quarterly dividend. Truist raised PT to $20 from $18; JPMorgan raised to $18 from $17. Risk: CFO transition during a critical execution period.
May 8Q1 revenue $3.52B up 8% YoY, CFO transition announced, PT raised to $20 at Truist and UBSPositive▶
Viatris reported Q1 2026 revenue of $3.52 billion, up 8% YoY and exceeding consensus, with adjusted EBITDA up 10% operationally. CEO highlighted strong performance in Greater China and North America. CFO Theodora Mistras will depart for new opportunity; Paul Campbell, Chief Accounting Officer, named interim CFO effective May 8. Company reaffirmed guidance. Truist and UBS both raised PT to $20 from $18, maintaining Buy ratings.
May 7Q1 EPS beats by 17.5%; revenue up 8% YoY; CFO transition as Paul Campbell named interim CFOPositive▶
Viatris reported Q1 2026 revenue of $3.52B, up 8.1% YoY, with non-GAAP EPS of $0.59, 17.5% above consensus. The company expects FY2026 revenue around $14.7B and operating cash of $1.7-2.0B ($1.85B midpoint). Key drivers included strong Greater China and North America performance, double-digit branded sales growth, and new launches including Effexor in Japan. Announced CFO transition: Theodora Mistras departing; Paul Campbell (Chief Accounting Officer) named interim CFO effective May 8. Quarterly dividend increased to $0.12/share.
May 6Viatris CFO transition announced; Q1 earnings report expected May 7; dividend maintainedNeutral▶
Viatris announced CFO Theodora Mistras will depart for new opportunity effective May 22, with Paul Campbell named interim CFO starting May 8. Board declared quarterly dividend of $0.12 per share payable June 17. Company will report Q1 2026 results on May 7 with market expecting 2.7% revenue growth. Positive catalyst from six abstracts on investigational low-dose estrogen combined hormonal contraceptive patch presented at ACOG Annual Meeting May 1-3 showing positive Phase 3 results. Management also presented strategic initiatives showing 2% growth guidance for 2026 supported by $650M cost savings identified in strategic review.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VTRSVIATRIS | $16.55 | +0.55% | -0.2% | 6.2x | 0.87 | $19.2B |
| LLYELI | $1,119.42 | +7.47% | +5.4% | 23.4x | 0.48 | $928.9B |
| JNJJOHNSON | $237.09 | +2.31% | +1.2% | 18.2x | 0.26 | $557.8B |
| MRKMERCK | $115.54 | -0.29% | +3.0% | 12.2x | 0.20 | $286.2B |
| PFEPFIZER | $26.31 | +1.39% | +2.5% | 9.2x | 0.30 | $147.9B |
| BMYBRISTOL | $56.21 | -5.61% | +3.9% | 9.7x | 0.26 | $121.6B |
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Price above both MAs — bullish structure.