WAT Number of Guru Trades
WAT Volume of Guru Trades
WAT Daily Net ETF Flow
Dollars ETFs put into or pulled out of WAT each day, net of sells, against the share price.
WAT Daily Net ETF Share Flow
Shares ETFs added or removed each day, net, as a share of WAT's shares outstanding, against the share price.
Gurus Latest Trades with NYSE:WAT
NYSE:WAT is held by these investors
Top ETF Buyers
What each ETF bought and sold in this stock over the period, from the same daily data as the charts above. Sorted by net amount, so sorting ascending brings the heaviest sellers to the top.
ETF Ownership
Every ETF holding the stock, largest position first. Change covers the gap between each fund's last two reports, so a fund that held still shows none.
Guru Commentaries on NYSE:WAT
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.
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.
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
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