Waters Corp logo

Waters Corp

NEW
NYSE:WAT (USA)   Ordinary Shares
$ 418.64 +1.55 (+0.37%) 10:08 PM EST
104.53
P/B:
2.71
Market Cap:
$ 41.10B
Enterprise V:
$ 46.02B
Volume:
707.76K
Avg Vol (2M):
768.68K
Trade In:
Volume:
707.76K
Avg Vol (2M):
768.68K

WAT Number of Guru Trades

To

WAT Volume of Guru Trades

To

Gurus Latest Trades with NYSE:WAT

No Available Data

NYSE:WAT is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
First Eagle Investment
2026-06-30
2,670,216
2.720
0.83%
Add 69.52%
T Rowe Price Equity Income Fund
2026-06-30
237,000
0.240
0.51%
Add 25.4%
Joel Greenblatt
2026-06-30
65,443
0.070
0.06%
Reduce -8.49%
Robert Olstein
2026-03-31
10,000
0.010
0.65%
New holding
Jefferies Group
2026-06-30
2,286
0.000
0.01%
Add 185.75%
Mario Gabelli
2026-03-31
1,314
0.000
0%
New holding
Ken Fisher
2026-06-30
596
0.000
0%
New holding
Total 7

Guru Commentaries on NYSE:WAT

2026 Q2
What the manager wrote

Waters (WAT), a life sciences tools provider, saw its shares respond favorably to solid results in their legacy Waters business as well as in the recently acquired biosciences and diagnostics businesses from Becton Dickinson. This positive performance reflects the company's strong positioning within the growing AI data center construction boom, which is driving high revenue and backlog growth across the sector.

2025 Q3
What the manager wrote

Waters Corporation (WAT) underperformed on the announcement that it will acquire Becton Dickinson’s Biosciences and Diagnostics divisions. While we take a skeptical view toward transformational M&A, we do see the strategic logic of the deal, and we have confidence in management’s ability to execute on commercial improvements and cost synergies. We continue to have a favorable view of WAT’s core business and the management team.

2025 Q2
What the manager wrote

We took advantage of the market volatility following the tariff announcements to add to these positions at what we viewed as compelling valuations. Backed by our deep research, we had the conviction to invest further in these high-quality businesses, which we believe are well equipped to navigate uncertainty.

News about NYSE:WAT

Total 0
  • 1