Parkman Healthcare Partners Acquires Stake in Masimo Corporation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 15 2026
0mins
Should l Buy MASI?
Source: Fool
- New Investment Position: Parkman Healthcare Partners disclosed a new position in Masimo Corporation by acquiring 200,000 shares worth $26.01 million in Q4 2025, indicating strong confidence in the company's future prospects.
- Asset Allocation Strategy: This investment represents 2.48% of Parkman Healthcare Partners' $1.05 billion in reportable U.S. equity assets, reflecting a strategic focus on the high-growth medical technology sector.
- Market Performance Insight: As of last Friday, Masimo shares were priced at $175.49, up about 6% over the past year, although underperforming the S&P 500's 20% gain, yet the stock surged significantly after the acquisition announcement, highlighting positive market sentiment.
- Acquisition Impact: Masimo agreed to be acquired for $180 per share in a deal valued at approximately $9.9 billion, expected to close in the second half of the year, which will enhance its market position in patient monitoring while allowing it to operate as a standalone brand.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy MASI?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on MASI
Wall Street analysts forecast MASI stock price to rise
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 177.110
Low
162.00
Averages
188.40
High
210.00
Current: 177.110
Low
162.00
Averages
188.40
High
210.00
About MASI
Masimo Corporation is a global medical technology company that develops and produces a wide range of monitoring technologies, including measurements, sensors, patient monitors, automation and connectivity solutions. The Company’s healthcare products and patient monitoring solutions generally incorporate a monitor or circuit board, proprietary single-patient use or reusable sensors, software and/or cables. It primarily sells its healthcare products to hospitals, emergency medical service providers, home care providers, physician offices, veterinarians, long-term care facilities. Its measurement technologies include Measure-through Motion and Low Perfusion pulse oximetry, known as Masimo Signal Extraction Technology (SET) pulse oximetry, and advanced rainbow Pulse CO-Oximetry parameters such as noninvasive hemoglobin (SpHb), alongside many other modalities, including brain function monitoring, hemodynamic monitoring, regional oximetry, capnography and gas monitoring, and 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.
Bridger Management Fully Liquidates Masimo Position
- Position Change: Bridger Management sold 47,841 shares of Masimo in Q4, resulting in a $7.06 million decrease in position value, indicating a waning confidence in the stock's prospects.
- Complete Liquidation: As of February 17, 2026, Bridger Management fully liquidated its stake in Masimo, which previously constituted 3.8% of the fund's AUM, reflecting a cautious outlook on market conditions.
- Market Reaction: Shortly after the sale, Masimo announced an acquisition deal at $180 per share, totaling approximately $9.9 billion, which propelled the stock up by about 34%, highlighting the volatility of the market and the critical nature of timing in investments.
- Investment Strategy: Bridger Management's portfolio remains heavily weighted towards large-cap cash-generating firms like Morgan Stanley and Amazon, indicating a preference for stability, yet potentially missing out on unique high-return opportunities tied to strategic events.
See More
Bridger Management Fully Liquidates Masimo Position
- Position Liquidation: Bridger Management disclosed in an SEC filing on February 17, 2026, that it fully liquidated its position in Masimo, reducing its holdings by 47,841 shares, resulting in a $7.06 million decrease in value, indicating a lack of confidence in the stock's future performance.
- Market Performance: As of last Friday, Masimo shares were priced at $178.24, reflecting a 5% increase over the past year, yet underperforming the S&P 500's 15% gain during the same period, highlighting the company's relative weakness in the market.
- Company Overview: Masimo specializes in noninvasive patient monitoring technologies, generating $1.5 billion in annual revenue, despite facing a net loss of $207.7 million, its innovative capabilities and global reach position it as a leader in the medical monitoring sector.
- Investor Reminder: Bridger's exit followed a 12% drop in Masimo's stock price, but shortly after, the company announced an acquisition at $180 per share, totaling approximately $9.9 billion, illustrating the potential risks and opportunities in the market for investors.
See More
Investor Rights Law Firm Investigates Multiple Companies for Potential Violations
- Investigation Background: Halper Sadeh LLC is investigating companies like Arcellx, Inc., Masimo Corporation, and FONAR Corporation for potential violations of federal securities laws and breaches of fiduciary duties, which may affect shareholder rights.
- Arcellx Transaction: Arcellx is being sold to Gilead Sciences, Inc. for $115.00 per share in cash, plus a contingent value right of $5.00 per share upon achieving certain milestones, raising concerns about the fairness of the deal.
- Masimo Transaction: Masimo Corporation is being sold for $180.00 per share in cash, with terms that may limit superior competing offers, prompting shareholders to be vigilant about their rights.
- FONAR Transaction: FONAR Corporation's sale involves CEO Timothy Damadian and other executives, offering $19.00 per share for Class B common stock and $6.34 per share for Class C common stock, with Halper Sadeh LLC potentially seeking increased consideration.
See More
Monteverde Law Firm Investigates Multiple M&A Transactions
- Shareholder Compensation Investigation: Monteverde Law Firm is investigating the transaction between Masimo Corporation and Danaher Corporation, where Masimo shareholders will receive $180.00 per share in cash, providing substantial returns and enhancing the firm's reputation.
- Merger Transaction Details: In the merger between Mission Produce and Calavo Growers, Calavo shareholders are expected to receive 0.9790 shares of Mission Produce common stock and $14.85 in cash per share, which is anticipated to strengthen Mission Produce's market position.
- Voting Arrangement: The shareholder vote for Calavo Growers is scheduled for April 28, 2026, a critical date for shareholder decision-making that could impact the final outcome of the merger.
- Tri Pointe Transaction Information: In the transaction with Sumitomo Forestry, Tri Pointe Homes shareholders will receive $47.00 per share in cash, with the shareholder vote set for April 16, 2026, indicating the company's active participation in the M&A market.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Legal Investigation Launched: Halper Sadeh LLC is investigating Masimo Corporation for its sale to Danaher Corporation at $180 per share in cash, potentially violating federal securities laws and fiduciary duties to shareholders, which could impact shareholder rights and transaction terms.
- Shareholder Rights Protection: The firm encourages shareholders of Masimo, Arcellx, and Great Lakes to reach out to discuss their rights and options, indicating a commitment to safeguarding shareholder interests and potentially seeking higher consideration or additional disclosures through legal channels.
- Potential Financial Benefits: The investigation highlights that insiders may receive substantial financial benefits not available to ordinary shareholders, suggesting that transaction terms could limit superior competing offers, thereby affecting market competition and potential shareholder returns.
- Global Investor Support: Halper Sadeh LLC represents investors worldwide, focusing on combating securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors, demonstrating its expertise in protecting investor rights.
See More
Parkman Healthcare Partners Acquires 200,000 Shares in Masimo
- New Investment Position: Parkman Healthcare Partners initiated a new stake in Masimo by acquiring 200,000 shares in Q4 2026, valued at $26.01 million, indicating strong confidence in the company's growth potential.
- Surging Stock Price: Masimo's shares have surged 35% this year, primarily due to its agreement to be acquired for $180 per share in a deal valued at approximately $9.9 billion, which is expected to significantly enhance the company's market position in the medical technology sector.
- Market Competitiveness: As a leading provider of advanced noninvasive monitoring technologies, Masimo leverages proprietary signal extraction and multi-parameter monitoring platforms to improve patient outcomes and workflow efficiency, solidifying its competitive edge in a rapidly evolving healthcare market.
- Portfolio Diversification: The new stake aligns with major healthcare holdings like Boston Scientific and Dexcom, reflecting Parkman Healthcare Partners' strategic focus on companies with strong intellectual property and durable demand in the healthcare sector.
See More
Bridger Management Fully Liquidates Masimo Position
- Position Change: Bridger Management sold 47,841 shares of Masimo in Q4, resulting in a $7.06 million decrease in position value, indicating a waning confidence in the stock's prospects.
- Complete Liquidation: As of February 17, 2026, Bridger Management fully liquidated its stake in Masimo, which previously constituted 3.8% of the fund's AUM, reflecting a cautious outlook on market conditions.
- Market Reaction: Shortly after the sale, Masimo announced an acquisition deal at $180 per share, totaling approximately $9.9 billion, which propelled the stock up by about 34%, highlighting the volatility of the market and the critical nature of timing in investments.
- Investment Strategy: Bridger Management's portfolio remains heavily weighted towards large-cap cash-generating firms like Morgan Stanley and Amazon, indicating a preference for stability, yet potentially missing out on unique high-return opportunities tied to strategic events.
See More
Bridger Management Fully Liquidates Masimo Position
- Position Liquidation: Bridger Management disclosed in an SEC filing on February 17, 2026, that it fully liquidated its position in Masimo, reducing its holdings by 47,841 shares, resulting in a $7.06 million decrease in value, indicating a lack of confidence in the stock's future performance.
- Market Performance: As of last Friday, Masimo shares were priced at $178.24, reflecting a 5% increase over the past year, yet underperforming the S&P 500's 15% gain during the same period, highlighting the company's relative weakness in the market.
- Company Overview: Masimo specializes in noninvasive patient monitoring technologies, generating $1.5 billion in annual revenue, despite facing a net loss of $207.7 million, its innovative capabilities and global reach position it as a leader in the medical monitoring sector.
- Investor Reminder: Bridger's exit followed a 12% drop in Masimo's stock price, but shortly after, the company announced an acquisition at $180 per share, totaling approximately $9.9 billion, illustrating the potential risks and opportunities in the market for investors.
See More
Investor Rights Law Firm Investigates Multiple Companies for Potential Violations
- Investigation Background: Halper Sadeh LLC is investigating companies like Arcellx, Inc., Masimo Corporation, and FONAR Corporation for potential violations of federal securities laws and breaches of fiduciary duties, which may affect shareholder rights.
- Arcellx Transaction: Arcellx is being sold to Gilead Sciences, Inc. for $115.00 per share in cash, plus a contingent value right of $5.00 per share upon achieving certain milestones, raising concerns about the fairness of the deal.
- Masimo Transaction: Masimo Corporation is being sold for $180.00 per share in cash, with terms that may limit superior competing offers, prompting shareholders to be vigilant about their rights.
- FONAR Transaction: FONAR Corporation's sale involves CEO Timothy Damadian and other executives, offering $19.00 per share for Class B common stock and $6.34 per share for Class C common stock, with Halper Sadeh LLC potentially seeking increased consideration.
See More
Monteverde Law Firm Investigates Multiple M&A Transactions
- Shareholder Compensation Investigation: Monteverde Law Firm is investigating the transaction between Masimo Corporation and Danaher Corporation, where Masimo shareholders will receive $180.00 per share in cash, providing substantial returns and enhancing the firm's reputation.
- Merger Transaction Details: In the merger between Mission Produce and Calavo Growers, Calavo shareholders are expected to receive 0.9790 shares of Mission Produce common stock and $14.85 in cash per share, which is anticipated to strengthen Mission Produce's market position.
- Voting Arrangement: The shareholder vote for Calavo Growers is scheduled for April 28, 2026, a critical date for shareholder decision-making that could impact the final outcome of the merger.
- Tri Pointe Transaction Information: In the transaction with Sumitomo Forestry, Tri Pointe Homes shareholders will receive $47.00 per share in cash, with the shareholder vote set for April 16, 2026, indicating the company's active participation in the M&A market.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Legal Investigation Launched: Halper Sadeh LLC is investigating Masimo Corporation for its sale to Danaher Corporation at $180 per share in cash, potentially violating federal securities laws and fiduciary duties to shareholders, which could impact shareholder rights and transaction terms.
- Shareholder Rights Protection: The firm encourages shareholders of Masimo, Arcellx, and Great Lakes to reach out to discuss their rights and options, indicating a commitment to safeguarding shareholder interests and potentially seeking higher consideration or additional disclosures through legal channels.
- Potential Financial Benefits: The investigation highlights that insiders may receive substantial financial benefits not available to ordinary shareholders, suggesting that transaction terms could limit superior competing offers, thereby affecting market competition and potential shareholder returns.
- Global Investor Support: Halper Sadeh LLC represents investors worldwide, focusing on combating securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors, demonstrating its expertise in protecting investor rights.
See More
Parkman Healthcare Partners Acquires 200,000 Shares in Masimo
- New Investment Position: Parkman Healthcare Partners initiated a new stake in Masimo by acquiring 200,000 shares in Q4 2026, valued at $26.01 million, indicating strong confidence in the company's growth potential.
- Surging Stock Price: Masimo's shares have surged 35% this year, primarily due to its agreement to be acquired for $180 per share in a deal valued at approximately $9.9 billion, which is expected to significantly enhance the company's market position in the medical technology sector.
- Market Competitiveness: As a leading provider of advanced noninvasive monitoring technologies, Masimo leverages proprietary signal extraction and multi-parameter monitoring platforms to improve patient outcomes and workflow efficiency, solidifying its competitive edge in a rapidly evolving healthcare market.
- Portfolio Diversification: The new stake aligns with major healthcare holdings like Boston Scientific and Dexcom, reflecting Parkman Healthcare Partners' strategic focus on companies with strong intellectual property and durable demand in the healthcare sector.
See More
