The Touchstone Mid Cap Fund (Class A Shares, Load Waived) underperformed its benchmark, the Russell MidCap® Index, for the quarter ended September 30, 2025. Among the largest contributors to Fund performance were Somnigroup International, Inc. (Consumer Discretionary sector), Armstrong World Industries, Inc. (Industrials sector), and NewMarket Corporation (Materials sector). Among the largest d...
AptarGroup, Inc. ( ATR ) Jefferies London Healthcare Conference 2025 November 19, 2025 7:00 AM EST Company Participants Stephan Tanda - President, CEO & Executive Director Gael Touya - President of Aptar Pharma Vanessa Kanu - Executive VP & CFO Conference Call Participants Daniel Rizzo - Jefferies LLC, Research Division Presentation Daniel Rizzo Jefferies LLC, Research Division Good afternoon. ...
AptarGroup's shares have dropped over 25% from summer highs due to slower growth, especially in high-margin pharma emergency solutions. ATR's valuation has compressed from 26x to 20x earnings, reflecting concerns about flat growth and a soft outlook for 2026. Pharma remains the most profitable segment, but headwinds in emergency-use delivery systems are expected to impact revenues next year.
AptarGroup, Inc. ( ATR ) Q3 2025 Earnings Call October 31, 2025 9:00 AM EDT Company Participants Marry Skafidas - Senior Vice President of Investor Relations & Communications Stephan Tanda - President, CEO & Executive Director Vanessa Kanu - Executive VP & CFO Conference Call Participants Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Paul Knight - KeyBanc Capital Mark...
The London Company Mid Cap portfolio increased 1.5% gross (1.3% net) during the quarter vs. a 5.3% increase in the Russell Midcap Index. Both stock selection & sector exposure were headwinds to relative performance. We believe our strategy is well positioned for long-term investors seeking a more conservative approach to mid cap investing.
AptarGroup, Inc. (NYSE:ATR ) 2025 Investor Day Call Company Participants Marry Skafidas - Senior Vice President of Investor Relations & Communications Stephan Tanda - President, CEO & Executive Director Gael Touya - President of Aptar Pharma Alex Theodorakis Marc Prieur - President of Aptar Beauty Heidi Tlili - President of Aptar Closures Vanessa Kanu - Executive VP & CFO Conference Call Partic...
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