Montagu and Kohlberg Acquire Teleflex Medical OEM for $1.5 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
0mins
Should l Buy TFX?
Source: Businesswire
- Acquisition Agreement: Montagu and Kohlberg have entered into a definitive agreement to acquire Teleflex Medical OEM for $1.5 billion, a transaction that will enable the company to operate independently and is expected to close in the second half of 2026, marking a significant strategic shift for the firm.
- Market Positioning: Teleflex Medical OEM specializes in custom-engineered interventional catheter components and surgical fibers, leveraging its expertise in rapidly growing areas such as structural heart and neurovascular treatments, which is expected to enhance its influence in the global medical device market.
- Leadership Transition: Current President Greg Stotts will become the CEO of the new company, bringing over 30 years of industry experience to drive investments in innovation, quality systems, and capacity to meet customer demands and enhance market competitiveness.
- Investment Outlook: The investment from Montagu and Kohlberg will accelerate Teleflex Medical OEM's growth, expanding its customer base and innovation capabilities, which is anticipated to lead to long-term sustainable development and value creation for the company.
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Analyst Views on TFX
Wall Street analysts forecast TFX stock price to rise
7 Analyst Rating
1 Buy
5 Hold
1 Sell
Hold
Current: 104.540
Low
122.00
Averages
136.20
High
155.00
Current: 104.540
Low
122.00
Averages
136.20
High
155.00
About TFX
Teleflex Incorporated is a global provider of medical technologies. The Company offers a diverse portfolio with solutions in the therapy areas of anesthesia, emergency medicine, interventional cardiology and radiology, surgical, vascular access, and urology. It primarily designs, develops, manufactures and supplies single-use medical devices used by hospitals and healthcare providers for common diagnostic and therapeutic procedures in critical care and surgical applications. It operates in three segments: the Americas, EMEA (Europe, the Middle East and Africa) and Asia (Asia Pacific). Its vascular access product portfolio includes Arrow branded catheters, catheter navigation and tip positioning systems, and intraosseous (bone access) systems. Its interventional product offerings consist of a portfolio of Arrow branded intra-aortic balloon pumps and catheters, GuideLiner, Turnpike and TrapLiner catheters, Pulsar-18 T3 Self-Expanding 4F Stent and Orsiro Mission Drug Eluting Stent.
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.
Teleflex Under Investigation for Securities Fraud Claims
- Executive Departure Impact: On January 8, 2026, Teleflex announced the immediate departure of CEO Liam Kelly, which resulted in a stock price drop of $16.52, or 13.06%, closing at $110.01 per share, indicating strong market reaction to leadership changes.
- Securities Fraud Investigation: Pomerantz LLP is investigating whether Teleflex and certain officers have engaged in securities fraud or other unlawful business practices, advising investors to contact them for information on joining the class action, highlighting potential governance concerns.
- Legal Background: Pomerantz LLP is recognized as a premier firm in corporate, securities, and antitrust class litigation, having fought for victims of securities fraud for over 85 years, suggesting that this case may have broader legal implications.
- Investor Warning: As the investigation unfolds, Teleflex investors face potential financial risks, particularly as concerns over corporate governance and compliance may influence future investment decisions.
See More
Tejara Capital Increases Stake in Teleflex by 69,700 Shares
- Share Acquisition: Tejara Capital Ltd disclosed an acquisition of 69,700 shares of Teleflex in a February 5 SEC filing, with an estimated transaction value of $8.45 million, indicating confidence in the company's future prospects.
- Asset Allocation Shift: This purchase increased Tejara's stake in Teleflex to 2.23%, reflecting a strategic positioning in the medical device sector, despite the stock's nearly 39% decline over the past year.
- Financial Performance: Teleflex's recent earnings report revealed a 19.4% year-over-year increase in GAAP revenue to $913 million, with adjusted EPS rising to $3.67, showcasing operational growth despite impairment challenges.
- Market Positioning: Teleflex focuses on single-use medical devices and boasts a robust global distribution network, offering a relatively stable risk profile compared to Tejara's other high-volatility investments in energy and biotech sectors.
See More
Eos Management Establishes New Position in Teleflex
- New Position: Eos Management disclosed a new stake in Teleflex with 30,831 shares valued at $3.76 million as of December 31, indicating a strategic investment in the medical device sector.
- Holding Proportion: This position represents 1.48% of Eos's 13F reportable assets, reflecting confidence in Teleflex's potential despite a 42.5% decline in stock price over the past year.
- Performance Outlook Adjustment: Teleflex recently narrowed its 2025 revenue growth outlook from 9.0%-10.0% to 9.1%-9.6%, highlighting operational uncertainties that may impact investor confidence.
- Strategic Focus: Teleflex is shrinking to concentrate on high-acuity hospital markets and plans to improve long-term growth and margins through divestitures, which may present future opportunities for investors.
See More
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- Affirm Holdings Upgrade: Needham analyst Kyle Peterson upgraded Affirm Holdings Inc (NASDAQ:AFRM) from Hold to Buy with a $100 price target, which, given its closing price of $68.71 on Monday, could attract more investor interest.
- CoStar Group Upgrade: BTIG analyst Jake Fuller upgraded CoStar Group Inc (NASDAQ:CSGP) from Neutral to Buy with a price target of $80, based on its closing price of $65.81 on Monday, suggesting increased market confidence following this upgrade.
- Teleflex Upgrade: Needham analyst Mike Matson upgraded Teleflex Inc (NYSE:TFX) from Hold to Buy with a target price of $138, considering its closing price of $104.20 on Monday, indicating potential upward movement in stock price due to this upgrade.
- CoreWeave Upgrade: Deutsche Bank analyst Brad Zelnick upgraded CoreWeave Inc (NASDAQ:CRWV) from Hold to Buy and raised the price target from $100 to $140, based on its closing price of $98.31 on Monday, which may trigger positive investor reactions to this rating change.
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Vanguard Health Care ETF Sees 14.9% Insider Buying in Holdings
- Insider Buying Ratio: The Vanguard Health Care ETF (VHT) shows that 14.9% of its holdings have experienced insider buying in the past six months, indicating strong confidence from executives that could positively influence investor sentiment.
- Teleflex Activity: Teleflex (TFX), comprising 0.07% of VHT, has seen 5 directors and officers purchase shares in the last six months, suggesting internal optimism about its stock price, which may bolster market confidence in the company.
- Establishment Labs Activity: Establishment Labs (ESTA), ranked 216th in VHT with a holding value of approximately $3,464,977, recently had 2 directors and officers file Form 4s indicating purchases, reflecting a positive outlook on the company's future growth.
- ETF Holding Value: The Vanguard Health Care ETF holds a total of $13,702,466 worth of TFX, making it the 106th largest holding, showcasing the ETF's strategic investment in the healthcare sector, which may attract more investors focused on this industry.
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Trump Proposes U.S. Military Budget Increase to $1.5 Trillion by 2027
- Military Budget Surge: Trump proposed increasing the U.S. military budget from $900 billion to $1.5 trillion by 2027, which is expected to significantly enhance investment attractiveness in the defense sector and drive related stock prices higher.
- Defense Stock Rebound: Following Trump's budget announcement, the iShares U.S. Aerospace & Defense ETF rose 1.4% and the State Street SPDR Aerospace & Defense ETF surged 3.3%, fully reversing the previous day's losses and indicating market optimism regarding defense spending.
- Small Contractors Lead Gains: Kratos Defense & Security Solutions saw its stock jump 18%, Red Cat Holdings gained 12%, and Karman Holdings rose 10%, showcasing strong investor confidence in small defense firms during the market rebound.
- Large Firms Steady Growth: Major defense companies like Leonardo DRS, Huntington Ingalls, and L3Harris saw stock increases of 9%, 7%, and 6% respectively, indicating that expectations of increased defense spending will bolster their long-term growth potential.
See More
Teleflex Under Investigation for Securities Fraud Claims
- Executive Departure Impact: On January 8, 2026, Teleflex announced the immediate departure of CEO Liam Kelly, which resulted in a stock price drop of $16.52, or 13.06%, closing at $110.01 per share, indicating strong market reaction to leadership changes.
- Securities Fraud Investigation: Pomerantz LLP is investigating whether Teleflex and certain officers have engaged in securities fraud or other unlawful business practices, advising investors to contact them for information on joining the class action, highlighting potential governance concerns.
- Legal Background: Pomerantz LLP is recognized as a premier firm in corporate, securities, and antitrust class litigation, having fought for victims of securities fraud for over 85 years, suggesting that this case may have broader legal implications.
- Investor Warning: As the investigation unfolds, Teleflex investors face potential financial risks, particularly as concerns over corporate governance and compliance may influence future investment decisions.
See More
Tejara Capital Increases Stake in Teleflex by 69,700 Shares
- Share Acquisition: Tejara Capital Ltd disclosed an acquisition of 69,700 shares of Teleflex in a February 5 SEC filing, with an estimated transaction value of $8.45 million, indicating confidence in the company's future prospects.
- Asset Allocation Shift: This purchase increased Tejara's stake in Teleflex to 2.23%, reflecting a strategic positioning in the medical device sector, despite the stock's nearly 39% decline over the past year.
- Financial Performance: Teleflex's recent earnings report revealed a 19.4% year-over-year increase in GAAP revenue to $913 million, with adjusted EPS rising to $3.67, showcasing operational growth despite impairment challenges.
- Market Positioning: Teleflex focuses on single-use medical devices and boasts a robust global distribution network, offering a relatively stable risk profile compared to Tejara's other high-volatility investments in energy and biotech sectors.
See More
Eos Management Establishes New Position in Teleflex
- New Position: Eos Management disclosed a new stake in Teleflex with 30,831 shares valued at $3.76 million as of December 31, indicating a strategic investment in the medical device sector.
- Holding Proportion: This position represents 1.48% of Eos's 13F reportable assets, reflecting confidence in Teleflex's potential despite a 42.5% decline in stock price over the past year.
- Performance Outlook Adjustment: Teleflex recently narrowed its 2025 revenue growth outlook from 9.0%-10.0% to 9.1%-9.6%, highlighting operational uncertainties that may impact investor confidence.
- Strategic Focus: Teleflex is shrinking to concentrate on high-acuity hospital markets and plans to improve long-term growth and margins through divestitures, which may present future opportunities for investors.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Affirm Holdings Upgrade: Needham analyst Kyle Peterson upgraded Affirm Holdings Inc (NASDAQ:AFRM) from Hold to Buy with a $100 price target, which, given its closing price of $68.71 on Monday, could attract more investor interest.
- CoStar Group Upgrade: BTIG analyst Jake Fuller upgraded CoStar Group Inc (NASDAQ:CSGP) from Neutral to Buy with a price target of $80, based on its closing price of $65.81 on Monday, suggesting increased market confidence following this upgrade.
- Teleflex Upgrade: Needham analyst Mike Matson upgraded Teleflex Inc (NYSE:TFX) from Hold to Buy with a target price of $138, considering its closing price of $104.20 on Monday, indicating potential upward movement in stock price due to this upgrade.
- CoreWeave Upgrade: Deutsche Bank analyst Brad Zelnick upgraded CoreWeave Inc (NASDAQ:CRWV) from Hold to Buy and raised the price target from $100 to $140, based on its closing price of $98.31 on Monday, which may trigger positive investor reactions to this rating change.
See More
Vanguard Health Care ETF Sees 14.9% Insider Buying in Holdings
- Insider Buying Ratio: The Vanguard Health Care ETF (VHT) shows that 14.9% of its holdings have experienced insider buying in the past six months, indicating strong confidence from executives that could positively influence investor sentiment.
- Teleflex Activity: Teleflex (TFX), comprising 0.07% of VHT, has seen 5 directors and officers purchase shares in the last six months, suggesting internal optimism about its stock price, which may bolster market confidence in the company.
- Establishment Labs Activity: Establishment Labs (ESTA), ranked 216th in VHT with a holding value of approximately $3,464,977, recently had 2 directors and officers file Form 4s indicating purchases, reflecting a positive outlook on the company's future growth.
- ETF Holding Value: The Vanguard Health Care ETF holds a total of $13,702,466 worth of TFX, making it the 106th largest holding, showcasing the ETF's strategic investment in the healthcare sector, which may attract more investors focused on this industry.
See More
Trump Proposes U.S. Military Budget Increase to $1.5 Trillion by 2027
- Military Budget Surge: Trump proposed increasing the U.S. military budget from $900 billion to $1.5 trillion by 2027, which is expected to significantly enhance investment attractiveness in the defense sector and drive related stock prices higher.
- Defense Stock Rebound: Following Trump's budget announcement, the iShares U.S. Aerospace & Defense ETF rose 1.4% and the State Street SPDR Aerospace & Defense ETF surged 3.3%, fully reversing the previous day's losses and indicating market optimism regarding defense spending.
- Small Contractors Lead Gains: Kratos Defense & Security Solutions saw its stock jump 18%, Red Cat Holdings gained 12%, and Karman Holdings rose 10%, showcasing strong investor confidence in small defense firms during the market rebound.
- Large Firms Steady Growth: Major defense companies like Leonardo DRS, Huntington Ingalls, and L3Harris saw stock increases of 9%, 7%, and 6% respectively, indicating that expectations of increased defense spending will bolster their long-term growth potential.
See More
