Fundsmith 13F: Cuts ADMA Biologics (ADMA) Stake by $3.8M
Fundsmith scaled back its investment in ADMA Biologics, Inc. ADMA by cutting its stake roughly 21.5% in its latest regulatory filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Fundsmith sold 452,561 shares from its stake in ADMA Biologics, Inc. ($ADMA), a 21.53% decrease, according to a 13F filing with the SEC dated May 15, 2026. It reported 1,649,493 shares worth $13.85 million at the end of the quarter.
Since the filing, $ADMA is down 0.4% after 1 week, up 2.8% after 1 month and up 29.1% to date (from the $8.27 close on May 15, 2026).
Key Points
- Fundsmith reduced its holding in ADMA Biologics, Inc. ADMA by 21.5%, offloading 452,561 shares during the period.
- The fund finished the reporting window with 1,649,493 shares of ADMA Biologics, Inc. ADMA valued at about $13.8 million.
- Mizuho maintained an Outperform rating on ADMA Biologics, Inc. ADMA while adjusting its price target to $17.00 on July 15, 2026.
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Fundsmith Cuts ADMA Biologics Position
Fundsmith pared back its investment in ADMA Biologics, Inc. ADMA during the period, cutting its holdings by 21.5% according to a Form 13F filing with the SEC. This backward-looking filing captures portfolio snapshots from the reporting date and may not reflect the fund's current holdings today. The investor dropped 452,561 shares from its portfolio during the window.
Trimming the Stake
Before the reduction, Fundsmith held 2,102,054 shares of ADMA Biologics, Inc. ADMA. By selling off 452,561 shares, the fund brought its ending count to 1,649,493 shares. Based on market prices at the close of the period, that remaining stake carried a value of roughly $13.8 million. This adjustment follows other recent portfolio moves by Fundsmith, which recently exited positions in companies like Graco Inc. and Choice Hotels International.
ADMA Biologics Stock Performance
Shares of ADMA Biologics, Inc. ADMA trade on the NasdaqGM under the ticker ADMA. The stock has experienced a wide trading band over the past year, moving between a 52-week low of $7.21 and a high of $20.46. The company carries a P/E ratio of 13.58 and trades with a spot price of $8.39 on Saturday.
Recent Earnings Results
ADMA Biologics, Inc. ADMA reported solid financial metrics for the business, posting $512.3 million in revenue along with a 2.0% revenue growth rate. The firm achieved a net margin of 33.0% and a return on equity of 41.9%, alongside earnings of $0.70 per share. Observers can look ahead to the next earnings report scheduled for November 4, 2026.
Analysts Set New Price Targets
Analyst firms continue to evaluate the biopharmaceutical company's growth path following recent disclosures. On July 15, 2026, Mizuho maintained an Outperform rating on ADMA Biologics, Inc. ADMA while lowering its price target from $20.00 to $17.00. Across the broader market, the stock currently holds a consensus buy recommendation backed by four analyst opinions and a mean price target of $17.00.
About ADMA Biologics, Inc. ADMA
ADMA Biologics, Inc. ADMA operates as a biopharmaceutical enterprise based in Ramsey, New Jersey. The company focuses on developing, manufacturing, and marketing specialty plasma-derived biologics. These therapeutic products target immune deficiencies and infectious diseases for patients in the United States and abroad. The firm also manages source plasma collection facilities to support its manufacturing operations.
What's Ahead for ADMA Biologics, Inc.
Institutional investors will monitor upcoming SEC filings to see how major funds adjust their healthcare holdings over coming quarters. Because 13F disclosures provide a retrospective window into past quarters, they serve as historical records rather than active trading signals. The company's next scheduled financial update in November will provide fresh figures on revenue and operational margins.
Source: Fundsmith's 13F filing on $ADMA (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Fundsmith 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
