Did top investors buy or sell Bayer AG recently?

In the latest 13F quarter on Stockcircle, 1 top investor reduced or sold among tracked top investors. Changes are based on reported share counts in their quarterly filings, not day-to-day trading.

How often is Bayer AG insider information updated?

Form 4 insider trades are added as new filings are imported. Top investor 13F holdings refresh after each quarterly filing cycle. Politician trade disclosures are added when new reports are published on Stockcircle.

Bayer AG - ADR

BAYRY - Insider Information

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Market Cap$61.58B

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Compare to Similar Companies

	P/E Ratio	Dividends	Return on Equity	Price-to-Sales	Debt-to-Equity
Bayer AG - ADR	-38.4	0.19%	-5%	1.4	-

Earnings Call Q4 2025

March 4, 2026 - AI Summary

2025 Performance and Financials: Bayer reported sales of EUR 45.5 billion, core earnings per share of EUR 4.91, and free cash flow of EUR 2.1 billion. This performance met the company's improved guidance set earlier in the year despite litigation challenges impacting financial metrics.

2026 Outlook: For 2026, Bayer expects net sales between EUR 45 billion and EUR 47 billion, with core earnings per share projected to remain stable at approximately EUR 4.30 to EUR 4.80. However, the company anticipates a negative free cash flow forecast of minus EUR 1.5 billion to minus EUR 2.5 billion due to ongoing litigation-related payouts.

Litigation Concerns: Bayer continues to face significant litigation risks, particularly with glyphosate-related settlements that total around EUR 11.8 billion in provisions. The company anticipates substantial litigation payouts, which will pressure free cash flow and may affect capital allocation, including dividends.

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$5.87

Current Fair Value

62.6% downside

Overvalued by 62.6% based on the discounted cash flow analysis.

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Share Statistics

Market cap	$61.58 Billion
Enterprise Value	$53.40 Billion
Annual dividend	$0.03
Dividend yield	0.19%
Earnings per Share	$-0.88
Beta	0.83
Outstanding Shares	3,929,680,000

Return

Return on Equity	-4.67%
Return on Assets	-1.20%
Return on Invested Capital	6.81%

Valuation & Multiples

P/E Ratio	-38.45
PEG	95.45
Price to Sales	1.42
Price to Book Ratio	1.96
Enterprise Value to Revenue	1.16
Enterprise Value to EBIT	9.33
Enterprise Value to Net Income	-40
Total Debt to Enterprise	0.02
Debt to Equity	0.04

Revenue Sources

No data

Last Earnings Call

Report Date

November 3, 2026

EPS

$0.09

Est. $0.13

Revenue

$11.25 B

Est. $11.21 B

Next Earnings Call

Expected Date

February 24, 2027

EPS Estimate

$0.13

Consensus analyst estimate

Revenue Estimate

$13.20 B

Consensus analyst estimate

Institutional Put/Call Ratio

Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.

Put/Call Ratio	0.00000%
Total Calls	-
Total Puts	-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %	0.00%▼ 0.17%
Total Invested	$2.25M▼ 97.60%
Investors Holding	6▼ 9.00%

About Bayer AG

87,830 employees

CEO: Werner Baumann

Bayer AG engages in the development, manufacture and distribution of products in the areas of health care, nutrition and high-tech materials. It operates through the following segments: Pharmaceuticals, Consumer Health, Crop Science, Ani...