Waverly Advisors 13F: Adds $1.6M to ABT Stake

Waverly Advisors raised its investment in Abbott Laboratories by purchasing extra shares during the period ended May 15, 2026.

Reviewed by automated data checks against the source filing. How we make and check alerts

Waverly Advisors added 17,977 shares to its stake in Abbott Laboratories ($ABT), a 16.33% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 128,054 shares worth $11.64 million at the end of the quarter.

Since the filing, $ABT is up 3.5% after 1 week, up 5.0% after 1 month and up 25.8% to date (from the $83.36 close on May 15, 2026).

Find the original: Waverly Advisors 13F filings on SEC EDGAR

ABT Abbott Laboratories
$104.89 -13.44% year to date
Daily close · Oct 16, 2026

Key Points

  • Waverly Advisors expanded its holdings in Abbott Laboratories NYSE:ABT by 16.33% during the period ended May 15, 2026, according to a Form 13F filed with the SEC.
  • The investment firm picked up 17,977 shares to bring its total position to 128,054 shares valued at roughly $11.64 million.
  • Abbott Laboratories shares trade alongside a strong buy consensus among covering analysts, with upcoming earnings expected on October 21, 2026.

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Waverly Advisors Expands Abbott Laboratories Position

Waverly Advisors raised its stake in Abbott Laboratories NYSE:ABT during the period ended May 15, 2026, according to a Form 13F filing with the Securities and Exchange Commission. The filing reflects holdings as of that reporting date and may not show the firm's current position.

Details of the Portfolio Move

The firm picked up 17,977 shares, which worked out to a 16.3% increase from its prior count of 110,077 shares. That addition brought Waverly Advisors' total ownership up to 128,054 shares. Based on the cost basis provided in the paperwork, the overall value of the stake sits at approximately $11.64 million.

Abbott Laboratories Stock Performance

Abbott Laboratories shares have traded across a 52-week band spanning from a low of $81.97 up to a high of $132.03. The healthcare company carries a forward P/E ratio of 17.26 alongside a trailing price-to-earnings ratio of 33.77. Because 13F disclosures look backward at completed quarters, these filings offer a snapshot of past institutional trades rather than real-time adjustments.

Recent Earnings and Financial Health

Abbott Laboratories generated $46.58 billion in revenue over the trailing period, accompanied by a revenue growth rate of 13.0%. The company posted an earnings per share figure of $3.10, paired with a net margin of 11.6% and a return on equity of 10.58%. Investors will look ahead to the company's next earnings report scheduled for October 21, 2026, to gauge ongoing operational performance.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

F 26/100

Reported Apr 16, 2026

  1. Forward outlook

    8 target cuts vs 0 raises.

  2. EPS & revenue

    EPS met estimates. Revenue beat estimates by 0.5%.

  3. Profit surprise

    EBITDA missed by 43 percent. Operating income missed by 19 percent.

  4. Pre-earnings setup

    Bar was high, analysts already very bullish.

  5. Analyst signal

    8 target cuts.

  6. Earnings quality

    Gross margin up 3.7 points. Positive free cash flow.

Earnings Call Summary

Abbott completed its $2.4 billion acquisition of Exact Sciences on March 23 and is integrating the cancer diagnostics business into its portfolio. First quarter results came in slightly ahead, with sales of $11.2 billion, up 3.7 percent on a comparable basis, though the respiratory season was weaker than expected. The company is seeing early signs of volume recovery in Nutrition after price increases, expects Core Lab Diagnostics to accelerate, and is launching new cardiac devices like the Volt pulsed field ablation catheter and TactiFlex Duo. Management remains confident in second half acceleration but is being cautious on near term market conditions.

Guidance Abbott cut full year earnings guidance from $5.68 to $5.48 per share, reflecting $0.20 of dilution from the Exact Sciences acquisition. The company guided full year revenue growth of 6.5 percent to 7.5 percent on a comparable basis including Exact Sciences. For the second quarter, Abbott expects earnings of $1.25 to $1.31 per share. Management said they are being conservative on respiratory season assumptions and expect acceleration in the second half driven by Nutrition recovery, Core Lab Diagnostics growth, and Exact Sciences integration.

Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.

Dividend Profile

The healthcare firm rewards shareholders with an annual dividend yield of 2.41%. This payout is backed by a dividend payout ratio of 78.71%, indicating how much of its earnings the company returns to investors via dividends.

Wall Street Analyst Views

Wall Street firms remain mostly positive on the stock. On October 16, 2026, TD Cowen reiterated its Buy rating and a $135.00 price target. Earlier on October 7, 2026, Barclays initiated coverage with an Overweight rating and a $120.00 price target. Rothschild & Co upgraded the stock to Buy on October 2, 2026, raising its target from $119.00 to $127.00. Overall, the stock carries a Strong Buy consensus rating from 26 analysts with a mean price target of $120.72.

Inside Abbott Laboratories

Abbott Laboratories, headquartered in Abbott Park, Illinois, discovers, develops, manufactures, and sells health care products globally. The company operates through four main divisions focused on established pharmaceuticals, diagnostics, nutritional products, and medical devices. Founded in 1888, the firm employs roughly 122,000 workers worldwide.

What to Watch at Abbott Laboratories

Investors tracking Waverly Advisors will need to wait for subsequent SEC disclosures to see if the firm continues building its healthcare holdings. Market participants will also monitor upcoming earnings results in October and broader market conditions to see how the stock responds. These historical filings serve as a rearview mirror for institutional moves, so checking newer updates remains essential.

Source: Waverly Advisors's 13F filing on $ABT (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: Waverly Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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