River Road Asset Management, LLC recently made a significant move by establishing a new position in AptarGroup (NYSE:ATR) according to a Securities and Exchange Commission (SEC) filing dated February 24, 2026. The company acquired 917,670 shares of AptarGroup, valued at $111.92 million. This new position represented 1.23% of River Road’s 13F reportable assets under management as of December 31, 2025.
Following this acquisition, River Road’s top five holdings included NYSE:BJ at $306.44 million (3.4% of AUM), NYSE:WTM at $251.19 million (2.8% of AUM), NYSE:LAD at $246.81 million (2.7% of AUM), NYSE:BRK.B at $225.15 million (2.5% of AUM), and NASDAQ:MGRC at $223.62 million (2.5% of AUM).
As of February 28, 2026, AptarGroup shares were trading at $143.71, showing a 1.32% decline over the past year and underperforming the S&P 500 by 18.68 percentage points.
AptarGroup specializes in dispensing, sealing, and material science solutions for various markets including beauty, personal care, home care, pharmaceutical, consumer health care, injectable, and food and beverage. The company generates revenue through the sale of proprietary pumps, closures, aerosol valves, elastomeric packaging, and active material science solutions across its Pharma, Beauty and Home, and Food and Beverage segments. It serves global customers in the pharmaceutical, consumer packaged goods, and food and beverage sectors.
In the company’s fourth-quarter report, leadership highlighted a 14% sales increase in 2025, with all core segments experiencing growth. AptarGroup also achieved its 32nd consecutive year of dividend increases, currently offering a dividend yield of 1.29%.
AptarGroup is committed to sustainability, aiming to source 100% of its electricity from renewable resources by 2030 and aligning with emissions reduction goals set by the Science Based Targets Initiative. This focus on reducing environmental impact may appeal to investors interested in socially responsible investing.
Looking ahead, AptarGroup expects strong growth in its pharma segment, particularly within injectables, consumer healthcare solutions, and systemic nasal drug delivery. The beauty and closures segments are also anticipated to remain stable in 2026.
While AptarGroup’s stock has seen a slight decline over the past year, it has delivered impressive total returns of nearly 96% over the last decade. With a strong emphasis on pharmaceutical products, AptarGroup may offer steady growth potential even in times of economic volatility.
Before considering an investment in AptarGroup, investors may want to explore other potential opportunities. The Motley Fool Stock Advisor recently identified the 10 best stocks for investors to buy now, excluding AptarGroup. These selected stocks have the potential to deliver significant returns in the coming years, as evidenced by historical performance.
In conclusion, AptarGroup’s strategic focus on sustainability, diversified product offerings, and anticipated growth in key segments position the company for continued success in the market. Investors seeking a mix of stability and growth potential may find AptarGroup to be a compelling investment opportunity.
