Peel Hunt Limited Reiterates Hikma Pharmaceuticals PLC

Peel Hunt Limited reiterated a 'Buy' recommendation for Hikma Pharmaceuticals PLC (OTCPK:HKMPY), setting an average one-year price target of $66.69, which implies a 33.11% upside from its latest closing price of $50.10. This positive analyst outlook contrasts with projected annual revenue decreasing by 10.45% to $2,880MM and a non-GAAP EPS of $2.12. Institutional sentiment appears mixed, as total shares owned by institutions decreased by 11.43% to 16K shares, despite one fund maintaining its position.

Analysis

Peel Hunt Limited reiterated a Buy recommendation for Hikma Pharmaceuticals PLC (OTCPK:HKMPY) on November 7, 2025, with an average one-year price target of $66.69. This target implies a substantial 33.11% upside from the latest reported closing price of $50.10 per share. The analyst forecast range, spanning from $53.42 to $80.28, underscores a generally positive outlook from this research firm.

Despite the strong analyst endorsement, the company faces projected annual revenue of $2,880MM, indicating a 10.45% decrease. The projected annual non-GAAP EPS stands at $2.12. These financial projections present a contrasting picture to the optimistic price target.

Institutional ownership data reveals a mixed sentiment, with total shares owned by institutions decreasing by 11.43% to 16K shares over the last three months. Specifically, PENN MUTUAL AM 1847 INCOME FUND I, the only reported fund, reduced its holdings by 12.90% and decreased its portfolio allocation to HKMPY by 4.90%. However, the average portfolio weight of all funds dedicated to HKMPY surprisingly increased by 4.90%, suggesting potential rebalancing or new, smaller positions offsetting larger divestments.

Key Decisions for Investors

• Investors should carefully weigh the significant analyst-projected upside against the company's forecasted 10.45% annual revenue decline.
• Monitor upcoming earnings reports for actual performance relative to the $2.12 non-GAAP EPS projection, as this will be critical in validating the analyst's price target.
• Track future institutional ownership filings to discern whether the recent decrease in total shares owned by institutions is a trend or an isolated event, especially given the mixed signal of an increased average portfolio weight.