BAX

BAXTER INTERNATIONAL INC

NYSE · Surgical & Medical Instruments & Apparatus · Inc. DE · CIK 0000010456
$19.24 -0.72% $10.3B
High Impact Filing (7/10)3 New Institutional PositionsCongressional Activity (1)
Vol
Market Cap$10.3B
Cap SizeLarge Cap
Analyst ConsensusSell (4%)
Inst. Holders11 funds
Inst. Value$3.4B
Inst. Activity3 buys / 0 sells
Reddit Sentiment50° Neutral
SEC Reports6
Congressional3 trades
Exchange NYSE·Sector Surgical & Medical Instruments & Apparatus·Inc. DE·CIK 0000010456·Prev Close $19.38

Recent Activity

Jun 8, 2026 short_volume
Short Volume: BAX — 63.8% short (1.1M / 1.8M)
Short: 1,134,023 | Exempt: 403 | TRF Vol: 1,777,731 | Short Ratio: 63.8% | Off-exchange volume (dark
Jun 2, 2026 Insider
Wallace Steven P. sold 153 shares
President, Adv. Surgery @ $18.68 ($2.9K)
Jun 2, 2026 Insider
Teaff James sold 321 shares
President, CCS @ $18.68 ($6.0K)
Jun 2, 2026 Event
DEXTROSE
Limited Availability: Estimated recovery: June 2026 (Other) [Endocrinology/Metabolism, Gastroenterol
Jun 1, 2026 Insider
Zielinski Anita A sold 13,426 shares
SVP, Interim CFO, CAO & Cntrlr @ $0.00 ($0.00)
May 8, 2026 SEC
Baxter International filed an 8-K adopting a new Executive Severance and Change in Control Plan, amending and restating
8-K — Impact 2/10
Apr 30, 2026 SEC
Baxter reported Q1 2026 adjusted diluted EPS of $0.36, beating the $0.31 consensus by 16.1%, on revenue of $2.70B vs. $2
8-K — Impact 5/10
Apr 29, 2026 SEC
Baxter International filed additional definitive proxy materials (DEFA14A) urging stockholders to vote FOR a proposed ch
DEFA14A — Impact 2/10

Price Targets

$21.54 +7.5% upside Buy
Current $20.03 Low $17.00 Median $19.50 High $40.00 12 analysts
$17.00 $40.00

Analyst Ratings

Strong Sell4% buy · 24 analysts
0Strong Buy
1Buy
16Hold
5Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 28, 2026 Citigroup DOWNGRADE Neutral → Sell
May 4, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 6, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Mar 11, 2026 Citigroup MAINTAIN Neutral → Neutral
Feb 17, 2026 Goldman Sachs MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.37 ▼ -16.1% $0.36 — $0.39 -38% YoY 11
Next Q $0.53 $0.43 — $0.59 -23% YoY 11
Current FY $1.92 ▲ +0.6% $1.85 — $1.96 -16% YoY 13
Next FY $2.02 $1.87 — $2.45 5% YoY 14

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.2B
DODGE & COX$1.1B
FMR LLC$665.3MDOUBLED
MORGAN STANLEY$164.6MADD
NORGES BANK$118.3MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Wallace StevenF$2.9K
Jun 2, 2026Teaff JamesF$6.0K
Jun 1, 2026Zielinski AnitaA$0.00
May 5, 2026Wilkes DavidA$0.00
May 5, 2026Wendell AmyA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 2 buys, 1 sells
MemberPartyTypeAmount
Michael McCaulRBUY$15,001 - $50,000
Michael McCaulRSELL$100,001 - $250,000
Michael McCaulRBUY$50,001 - $100,000
11 institutional holders with $3.4B total value (180,223,822 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, FMR. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC62,635,136$1.2B34.8%
2DODGE & COX56,999,970$1.1B31.7%
3FMR LLC34,811,770$665.3M19.4%DOUBLED +138.9%
4MORGAN STANLEY8,615,885$164.6M4.8%ADD +32.0%
5NORGES BANK6,191,263$118.3M3.4%NEW
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,311,832$101.5M3.0%ADD +40.7%
7BANK OF AMERICA CORP /DE/4,273,415$81.7M2.4%
8WELLS FARGO & COMPANY/MN746,271$14.3M0.4%
9Hillman Capital Management, Inc.211,541$4.0M0.1%ADD +32.6%
10Tweedy, Browne Co LLC9,739$221.8K0.0%
11Olstein Capital Management, L.P.417,000$8.0K0.0%ADD +35.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED14,571,91734,811,770+138.9%$665.3M2025-Q4
MORGAN STANLEYADD6,525,7048,615,885+32.0%$164.6M2025-Q4
NORGES BANKNEW6,191,263$118.3M2025-Q4
FMR LLCDOUBLED4,068,79514,571,917+258.1%$331.8M2025-Q3
MORGAN STANLEYADD5,178,2056,525,704+26.0%$148.6M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD3,585,1755,044,813+40.7%$114.9M2025-Q3
UBS Group AGTRIM5,228,6273,892,222-25.6%$88.6M2025-Q3
Hillman Capital Management, Inc.ADD178,429236,603+32.6%$5.4M2025-Q3
Olstein Capital Management, L.P.ADD269,000365,000+35.7%$8.3K2025-Q3
NORGES BANKEXIT5,468,8240-100.0%$0.002025-Q3
SOUND SHORE MANAGEMENT INC /CT/EXIT2,821,5140-100.0%$0.002025-Q3
Cullen Capital Management, LLCEXIT1,651,5420-100.0%$0.002025-Q3
NORGES BANKNEW5,468,824$165.6M2025-Q2
FMR LLCDOUBLED645,0443,304,943+412.4%$113.1M2025-Q1
NORGES BANKEXIT4,550,0110-100.0%$0.002025-Q1
UBS Group AGDOUBLED1,095,6424,183,075+281.8%$122.0M2024-Q4
SOUND SHORE MANAGEMENT INC /CT/NEW2,484,581$72.5M2024-Q4
CITADEL ADVISORS LLCADD1,314,0031,676,738+27.6%$48.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW3,275,519$124.4M2024-Q3
16 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Wallace Steven P.President, Adv. SurgeryF153$18.68$2.9K
Jun 2, 2026Teaff JamesPresident, CCSF321$18.68$6.0K
Jun 1, 2026Zielinski Anita ASVP, Interim CFO, CAO & CntrlrA13,426$0.00$0.00
May 5, 2026Wilkes David S.DirectorA12,836$0.00$0.00
May 5, 2026Wendell Amy McBrideDirectorA12,836$0.00$0.00
May 5, 2026SCHLICHTING NANCY MDirectorA12,836$0.00$0.00
May 5, 2026MORRISON PATRICIADirectorA12,836$0.00$0.00
May 5, 2026Shafer David BrentDirectorA12,836$0.00$0.00
May 5, 2026Craig Jeffrey ADirectorA12,836$0.00$0.00
May 5, 2026Ampofo William A. IIDirectorA12,836$0.00$0.00
Mar 6, 2026Grade Joel T.EVP and CFOF8,153$17.69$144.2K
Mar 6, 2026Rasul ReazurEVP,Group Pres,HealthcareF12,674$17.69$224.2K
Mar 6, 2026Rosenbloom David S.EVP and General CounselF6,620$17.69$117.1K
Mar 6, 2026Soriano Maria CeciliaGroup Pres., ITT & Pharma.F2,848$17.69$50.4K
Mar 6, 2026Zielinski Anita ASVP, CAO and ControllerF1,932$17.69$34.2K
Mar 2, 2026Rasul ReazurEVP,Group Pres,HealthcareF1,614$19.69$31.8K
Mar 2, 2026Soriano Maria CeciliaGroup Pres., ITT & Pharma.F1,852$19.69$36.5K
Mar 2, 2026Rosenbloom David S.EVP and General CounselF1,336$19.69$26.3K
Feb 27, 2026Carlisle CynthiaExecutive Vice President, CHROA43,103$0.00$0.00
Feb 27, 2026Soriano Maria CeciliaGroup Pres., ITT & Pharma.A23,742$0.00$0.00
Feb 27, 2026Soriano Maria CeciliaGroup Pres., ITT & Pharma.A57,471$0.00$0.00
Feb 27, 2026Rosenbloom David S.EVP and General CounselA64,655$0.00$0.00
Feb 27, 2026Grade Joel T.EVP and CFOA103,448$0.00$0.00
Feb 27, 2026Hider Andrew P.President and CEOA201,804$0.00$0.00
Feb 27, 2026Hider Andrew P.President and CEOA488,506$0.00$0.00
Feb 27, 2026Zielinski Anita ASVP, CAO and ControllerA30,864$0.00$0.00
Feb 27, 2026Carlisle CynthiaExecutive Vice President, CHROA17,806$0.00$0.00
Feb 27, 2026Rosenbloom David S.EVP and General CounselA26,709$0.00$0.00
Feb 27, 2026Grade Joel T.EVP and CFOA42,735$0.00$0.00
Feb 9, 2026Grade Joel T.EVP and CFOA30,504$0.00$0.00
Feb 9, 2026Grade Joel T.EVP and CFOF9,144$21.73$198.7K
Feb 9, 2026Soriano Maria CeciliaGroup Pres., ITT & Pharma.A2,273$0.00$0.00
Feb 9, 2026Soriano Maria CeciliaGroup Pres., ITT & Pharma.F918$21.73$19.9K
Feb 9, 2026Rosenbloom David S.EVP and General CounselA17,055$0.00$0.00
Feb 9, 2026Rosenbloom David S.EVP and General CounselF5,225$21.73$113.5K
Feb 9, 2026Rasul ReazurEVP,Group Pres,HealthcareA18,951$0.00$0.00
Feb 9, 2026Rasul ReazurEVP,Group Pres,HealthcareF5,770$21.73$125.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (4% buy). Based on 24 analysts: 0 strong buy, 1 buy, 16 hold, 5 sell, 2 strong sell.

Analyst Price Targets

$21.54 mean target +7.5% upside Buy (2.86)
$17.00 Low $40.00 High
MetricValue
Current Price$20.03
Target Low$17.00
Target Mean$21.54
Target Median$19.50
Target High$40.00
# Analysts12
RecommendationBuy (2.86)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.37 $0.36 $0.39 -37.6% -16.1% 0↑ 12↓ $2.8B -0.4% 11
Next Q
2026-09-30
$0.53 $0.43 $0.59 -22.9% -0.1% 5↑ 7↓ $2.9B 0.8% 11
Current FY
2026-12-31
$1.92 $1.85 $1.96 -15.6% +0.6% 6↑ 2↓ $11.4B 1.0% 13
Next FY
2027-12-31
$2.02 $1.87 $2.45 5.2% -0.4% 7↑ 7↓ $11.6B 2.0% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.368
7d ago$0.368
30d ago$0.439-0.071
60d ago$0.438-0.070
90d ago$0.435-0.067
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 28, 2026 Citigroup DOWNGRADE Neutral Sell
May 4, 2026 Barclays MAINTAIN Overweight Overweight
Apr 6, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 11, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 17, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Feb 13, 2026 Barclays MAINTAIN Overweight Overweight
Jan 9, 2026 Barclays MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260116524%
May 1, 202614161023%
Apr 1, 202614161023%
Mar 1, 202614161023%
Feb 1, 20260216618%
Jan 1, 20260216618%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 23, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000Baxter International IncApr 10, 2026 (19d)
Feb 17, 2026Michael McCaulRHOUSESELL$100,001 - $250,000Baxter International IncMar 12, 2026 (24d)
Jan 13, 2026Michael McCaulRHOUSEBUY$50,001 - $100,000Baxter International IncFeb 12, 2026 (31d)
50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 11, 2026150° Neutral001
Mar 10, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 3mo ago
SEC filing scan -March 10, 2026: $FANG, $ANIP, $BAX, $DRS, $BTE
▲ 1 💬 0 ⚡ 0.5
Jun 8, 2026
short_volume
Short Volume: BAX — 63.8% short (1.1M / 1.8M)
Short: 1,134,023 | Exempt: 403 | TRF Vol: 1,777,731 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: BAX — 62.3% short (1.3M / 2.2M)
Short: 1,349,159 | Exempt: 0 | TRF Vol: 2,166,000 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: BAX — 75.3% short (1.7M / 2.3M)
Short: 1,725,502 | Exempt: 1,143 | TRF Vol: 2,292,512 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BAX — 78.5% short (1.3M / 1.6M)
Short: 1,278,712 | Exempt: 593 | TRF Vol: 1,628,945 | Short Ratio: 78.5% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BAX — 69.9% short (1.6M / 2.3M)
Short: 1,624,538 | Exempt: 1,608 | TRF Vol: 2,324,853 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
FDA
DEXTROSE
Limited Availability: Estimated recovery: June 2026 (Other) [Endocrinology/Metabolism, Gastroenterology, Other, Pediatric]
Jun 2, 2026
FDA
TRAVASOL
Unavailable: Estimated recovery: TBD (Shortage of an inactive ingredient component) [Gastroenterology]
Jun 2, 2026
FDA
CLINDAMYCIN PHOSPHATE
Limited Availability: Estimated recovery: July 2026 (Other) [Anti-Infective]
Jun 1, 2026
short_volume
Short Volume: BAX — 60.7% short (1.7M / 2.8M)
Short: 1,707,487 | Exempt: 1,362 | TRF Vol: 2,813,576 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: BAX — 72.2% short (1.1M / 1.6M)
Short: 1,134,062 | Exempt: 34 | TRF Vol: 1,571,660 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: BAX — 71.6% short (1.3M / 1.9M)
Short: 1,326,997 | Exempt: 2,948 | TRF Vol: 1,854,342 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: BAX — 80.4% short (2.4M / 2.9M)
Short: 2,365,132 | Exempt: 2,063 | TRF Vol: 2,942,151 | Short Ratio: 80.4% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BAX — 69.8% short (1.2M / 1.8M)
Short: 1,223,247 | Exempt: 5,271 | TRF Vol: 1,752,184 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
May 23, 2026
Clinical Trial
Risk-Adapted Chemotherapy in Treating Younger Patients With Newly Diagnosed Standard-Risk Acute Lymphoblastic Leukemia or Localized B-Lineage Lymphoblastic Lymphoma
Phase Phase 3 — COMPLETED
May 22, 2026
short_volume
Short Volume: BAX — 59.4% short (1.7M / 2.9M)
Short: 1,741,027 | Exempt: 320 | TRF Vol: 2,929,105 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BAX — 72.2% short (2.1M / 2.9M)
Short: 2,085,554 | Exempt: 2,642 | TRF Vol: 2,886,783 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BAX — 70.5% short (1.6M / 2.3M)
Short: 1,610,854 | Exempt: 0 | TRF Vol: 2,286,061 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: BAX — 72.0% short (1.5M / 2.0M)
Short: 1,450,373 | Exempt: 4,933 | TRF Vol: 2,013,203 | Short Ratio: 72.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BAX — 66.4% short (1.7M / 2.5M)
Short: 1,679,759 | Exempt: 3,737 | TRF Vol: 2,530,475 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 17, 2026
Clinical Trial
Krill Oil for Pain in Elders
Phase Phase 2 — COMPLETED
May 16, 2026
FDA
HEPARIN SODIUM IN SODIUM CHLORIDE
Unavailable: Estimated recovery: July 2026 (Demand increase for the drug) [Hematology]
May 16, 2026
FDA
STERILE WATER
Unavailable: Estimated availability: June 2026 (Other) [Gastroenterology, Other, Pediatric]
Mar 16, 2026
Clinical Trial
Metronomic Chemotherapy by Cyclophosphamide Versus Megestrol in Palliative Cancer
Phase Phase 2 — COMPLETED
Mar 16, 2026
Clinical Trial
S0016 Combination Chemotherapy With Monoclonal Antibody Therapy in Newly Diagnosed Non-Hodgkin's Lymphoma
Phase Phase 3 — COMPLETED
Mar 12, 2026
Clinical Trial
E7 TCR T Cells for Human Papillomavirus-Associated Cancers
Phase Phase 2 — COMPLETED