Vanguard Group 13F: Adds $18M to Alcon (ALC) Stake

Vanguard Group has increased its stake in Alcon Inc. (NYSE:ALC), adding 269,343 shares to its portfolio. This brings its total holding to 21,464,480 shares, a 1.27% increase from the previous count of 21,195,137 shares. As of the latest filing period, these shares are valued at approximately $1.43 billion.

What Changed in Vanguard Group's Alcon Position

Vanguard Group's latest move in Alcon Inc. saw an addition of 269,343 shares, boosting its stake by 1.27% to a total of 21,464,480 shares. The value of this position stands at about $1.43 billion. This adjustment reflects the group's continued interest in Alcon, a leading player in the eye care products market.

Other Institutional Activity in Alcon

Other institutional investors have also been active in Alcon. Bank of New York Mellon Corp grew its holdings by 2,478,144 shares, ending with 15,669,662 shares valued at approximately $1.18 billion. Vanguard Capital Management LLC made a significant move by acquiring 14,871,607 shares, bringing its total to the same number, valued at about $1.12 billion. FMR LLC increased its position by 1,668,163 shares, holding 12,426,992 shares worth around $938.26 million. Conversely, Aristotle Capital Management, LLC reduced its stake by 481,233 shares, now holding 10,584,374 shares worth $796.16 million.

Alcon Inc. Stock Up 4.0%

Shares of Alcon Inc. (NYSE:ALC) traded near $66.85. The company has a market cap of $32.60 billion, with a P/E ratio of 40.03 and a forward P/E of 16.84. Alcon's stock has a 52-week low of $61.84 and a high of $92.55, with a 50-day moving average of $70.72 and a 200-day moving average of $76.34. The company's beta is 0.698, indicating less volatility compared to the broader market.

Recent Earnings

Alcon reported revenue of $10.63 billion with a revenue growth of 9.4%. The company's earnings per share (EPS) stood at $1.67, with a net margin of 7.7% and a return on equity (ROE) of 3.71%. The next earnings report is scheduled for May 5, 2026.

Dividend

Alcon offers an annual dividend rate of $0.36, yielding 0.54%. The dividend payout ratio is 20.39%, indicating a conservative approach to dividend payments relative to earnings.

Insider Buying and Selling at Alcon Inc.

Recent insider activity at Alcon Inc. includes several sales. On February 26, 2026, Sergio Duplan sold 15,000 shares at an average price of $86.54. Laurent Attias sold 2,412 shares on the same day for $86.91 each. Earlier, Sergio Duplan also sold 12,600 shares at $93.20 on March 3, 2025, in a planned transaction.

Analysts Set New Price Targets

On May 8, 2026, Barclays maintained a 'hold' rating with a $78.00 price target. Wells Fargo, on May 7, 2026, maintained a 'buy' rating and set a target of $86.00. Mizuho and Baird also kept 'buy' ratings with targets of $85.00 and $90.00, respectively. The consensus among 15 analysts is a 'buy' recommendation, with a mean target price of $87.92.

About Alcon Inc.

Alcon Inc., headquartered in Geneva, Switzerland, is a global leader in eye care products. The company operates through two main segments: Surgical and Vision Care. It develops and manufactures equipment, diagnostics, lenses, and surgical products for eye care professionals worldwide. Led by CEO David J. Endicott, Alcon employs around 25,000 people and focuses on improving vision through innovative solutions.

Bottom Line

Vanguard Group's recent increase in its stake in Alcon Inc. underscores the firm's confidence in the company's prospects. With a strong market presence and ongoing innovations in eye care, Alcon remains a significant player in the healthcare sector. Investors should note that 13F filings like this one reflect past positions and may not represent current holdings.