Insider Trading February 23, 2026

Avantor Director Acquires $458,000 in Stock as Shares Trade Near Year Low

Gregory T. Lucier increases exposure through trust-held shares amid mixed earnings and cautious guidance

By Ajmal Hussain AVTR
Avantor Director Acquires $458,000 in Stock as Shares Trade Near Year Low
AVTR

Avantor director Gregory T. Lucier purchased 50,000 shares of Avantor, Inc. common stock on February 19, 2026, in transactions totaling $458,000. The purchases occurred at prices between $9.06 and $9.25 per share, with an average execution price reported at $9.16. The buy comes while the stock trades close to its 52-week low and after fourth-quarter results that beat revenue expectations but prompted a cut to guidance and a lower price target from BofA Securities.

Key Points

  • Director Gregory T. Lucier bought 50,000 Avantor shares on February 19, 2026, in multiple trades priced between $9.06 and $9.25, totaling $458,000.
  • Following the purchases, Lucier directly owns 8,736 shares and indirectly owns 50,000 shares through a trust.
  • Avantor's Q4 2025 results showed EPS of $0.22 (in line with expectations) and revenue of $1.66 billion (above the $1.64 billion forecast); weaker fiscal 2026 guidance led BofA Securities to cut its price target from $13.00 to $11.00 while maintaining a Neutral rating.

Transaction details

Director Gregory T. Lucier of Avantor, Inc. (NYSE: AVTR) executed purchases totaling 50,000 shares of the companys common stock on February 19, 2026. The transactions were completed in multiple tranches at prices ranging from $9.06 to $9.25 per share, with the reported average price of $9.16, bringing the aggregate transaction value to $458,000.

Context and valuation notes

These insider purchases occurred while Avantors shares were trading near their 52-week low of $8.83 and after a roughly 49% decline in the stock over the preceding 12 months. An InvestingPro analysis referenced in available reports indicates AVTR appears undervalued at current levels and points to additional premium research available to subscribers, including ProTips and comprehensive Pro Research Reports.

Insider holdings

Following the February 19 transactions, Lucier holds 8,736 shares directly and retains indirect ownership of 50,000 shares through a trust. The structure means his total reported influence over company stock combines direct and trust-held positions as disclosed.

Recent financial results and market reaction

Avantor reported fourth-quarter 2025 financial results showing earnings per share of $0.22, which matched expectations, and revenue of $1.66 billion, slightly ahead of the $1.64 billion consensus. Despite the revenue beat, managements forward guidance for fiscal year 2026 was weaker than analysts had expected, a factor that weighed on the stock following the earnings release.

In response to the outlook, BofA Securities reduced its price target on Avantor from $13.00 to $11.00 while keeping a Neutral rating on the stock. The firm cited the companys softer-than-expected fiscal year 2026 guidance as the primary rationale for the adjustment.

Market takeaways

The combination of a director purchase executed close to the stocks 52-week low and mixed quarterly results illustrates the current tension in investor sentiment: revenue outperformance in the quarter contrasted with a cautious outlook that prompted analyst downgrades to price expectations. Available research products referenced in reports suggest some services view the shares as undervalued, though market reaction to guidance has been negative.


Note: The article reports on disclosed transactions, recent financial results, and an analyst price-target change as presented in company and analyst disclosures.

Risks

  • Stock price sensitivity to forward guidance - the companys weaker-than-expected fiscal 2026 outlook triggered a negative market response and a lower analyst price target, affecting equity valuations and investor sentiment in the stock market.
  • Concentration of insider holdings through trusts - while Lucier increased trust-held shares, changes in indirect holdings or trust arrangements can complicate transparency for investors monitoring insider activity in equities.
  • Downward pressure from recent share performance - with the stock trading near its 52-week low and shares down 49% year-over-year, market volatility may continue to influence trading in the equity markets.

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