Billionaire Agnelli Is Philips' Largest Shareholder Now - What's Going On?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 26 2024
0mins
Should l Buy PHG?
Source: Benzinga
- Investment by Agnelli Family: The Agnelli family, through Exor NV, has increased its stake in Royal Philips NV to 17.51%, showing confidence in the Dutch firm known for medical devices.
- Growing Trust in Philips: The increased investment reflects growing trust in Philips' market prospects and management after resolving legal issues in the U.S., including a $1.1 billion settlement related to ventilator recalls.
- Diversification of Exor's Interests: Originally known for founding Fiat, the Agnelli family diversified Exor's interests into healthcare, technology, financial services, and luxury goods, with a strategic pivot towards these industries.
- Financial Details: The recent acquisition involved purchasing 19.5 million additional Philips shares valued at approximately $514 million, bringing Exor's total investment in Philips to about 3.3 billion euros.
- Market Performance: Following positive first-quarter sales results, Philips' stock rose by 3.3% in Amsterdam, reflecting a favorable market reaction, with overall gains of over 27% in the last 12 months.
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Analyst Views on PHG
About PHG
Koninklijke Philips NV is a Netherlands-based health technology company. The Company's segments include Personal Health businesses, Diagnosis & Treatment businesses, Connected Care businesses and Other. The Personal Health businesses segment is engaged in the health continuum, delivering integrated, connected solutions that support healthier lifestyles and those living with chronic disease as well as oral healthcare and mother and child care support. The Diagnosis & Treatment businesses segment delivers precision medicine and treatment, and therapy. The Connected Care businesses segment provides consumers, care givers and clinicians with digital solutions that facilitate care by enabling precision medicine and population health management. The Other segment comprises such items, as innovation, emerging businesses, royalties, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Partnership Expansion: Philips expanded its relationship with Bon Secours Mercy Health into a 10-year collaboration covering over 80 interventional labs, alongside new strategic partnerships with Atrium Health and UNC Rex in Connected Care, further solidifying its market position.
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- Trump's Reflection: Former President Trump acknowledged that his 2017 decision to overlook Kevin Warsh for Federal Reserve Chair was a 'big mistake,' a statement that could influence market expectations regarding future Fed policies, particularly as his influence on economic policy wanes.
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- Future Outlook: The company did not provide specific future guidance in its report; however, the stability in income could lay the groundwork for future strategic investments and market expansion, particularly in the healthcare technology sector.
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