Perrigo (PRGO) Expects Enhanced Profitability and Earnings Growth from Strategic Execution

Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter started with a risk-off environment from the previous quarter, but later regained momentum driven by broad-based elements. In the second quarter, the strategy delivered a return of 4.64% net of fees (4.78% gross of fees), underperforming the 8.59% total return of the Russell 2500 Index. For more information on the fund’s best picks in 2025, please check its top five holdings.

In its second-quarter 2025 investor letter, Aristotle Capital Small/Mid Cap Equity Strategy highlighted stocks such as Perrigo Company plc (NYSE:PRGO). Perrigo Company plc (NYSE:PRGO) is an over-the-counter health and wellness solutions provider. The one-month return of Perrigo Company plc (NYSE:PRGO) was -1.95%, and its shares lost 3.30% of their value over the last 52 weeks.  On July 31, 2025, Perrigo Company plc (NYSE:PRGO) stock closed at $26.67 per share, with a market capitalization of $3.667 billion.

Aristotle Capital Small/Mid Cap Equity Strategy stated the following regarding Perrigo Company plc (NYSE:PRGO) in its second quarter 2025 investor letter:

“Perrigo Company plc (NYSE:PRGO), is a consumer health company focused on self-care products and over-the-counter health and wellness solutions for the prevention or treatment of self-managed conditions. Following a multi-year period of poor fundamental performance, we believe the company is in the early stages of improved performance driven by self-help initiatives implemented by a new management team. These initiatives include rationalizing the product portfolio, enhanced operational execution, supply chain efficiency initiatives and an enhanced focus on new product development. A successful execution of the strategy is expected to drive enhanced profitability and above average earnings growth.”

Perrigo Company plc (PRGO): One of the Best Dividend Growth Stocks with High Yields

A doctor and a patient discussing the benefits of OTC health and wellness solutions.

Perrigo Company plc (NYSE:PRGO) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 28 hedge fund portfolios held Perrigo Company plc (NYSE:PRGO) at the end of the first quarter, which was 31 in the previous quarter. While we acknowledge the risk and potential of Perrigo Company plc (NYSE:PRGO) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PERRIGO COMPANY PLC (NYSE:PRGO) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Perrigo Company plc (NYSE:PRGO) and shared the list of best dividend stocks with high yields. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.