J. Safra Sarasin Holding 13F: Cuts A Stake by $10M
Key Points
- J. Safra Sarasin reduced its holdings in Agilent Technologies by 74,564 shares, valued at approximately $10 million, in a filing on October 26, 2026.
- J. Safra Sarasin Holding held 154,913 $A shares at quarter end, down 32.49% from the prior quarter.
- The fund's reported value in Agilent is now about $20.8 million, accounting for 0.88% of its total portfolio, ranking 32nd among its holdings.
- Agilent recently traded around $176, which is about equal to its closing price on the filing date of $175.91, showing a stable price position.
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On October 26, 2026, J. Safra Sarasin Holding cut its stake in Agilent Technologies, Inc. (A) by 74,564 shares, bringing its total to 154,913 shares. The information comes from the fund's latest Form 13F filing with the SEC.
A
Agilent Technologies, Inc.
What Changed in J. Safra Sarasin's Agilent Position
J. Safra Sarasin reduced its position in Agilent Technologies by 74,564 shares, which is a 32.5% decrease from its previous holding of 229,477 shares. The total reported value for this position is now approximately $20.8 million.
Where Agilent Fits in J. Safra Sarasin's Portfolio
Agilent represents 0.88% of J. Safra Sarasin's reported portfolio, ranking 32nd out of 800 positions.
Other Institutional Activity in Agilent
Massachusetts Financial Services Co. cut its holdings by 2,613,177 shares, now holding 10,010,867 shares worth about $1.76 billion. Deutsche Bank AG increased its stake by 1,024,486 shares to 7,008,634 shares valued at approximately $1.23 billion. Bank Of New York Mellon Corporation grew its position by 2,440,431 shares, ending with 5,233,964 shares worth about $920.97 million.
Agilent Technologies, Inc. Stock Up 1.2%
Agilent recently traded around $176, which is about equal to its closing price of $175.91 on October 26. The stock has shown stability, trading near its recent levels.
Recent Earnings
Agilent reported trailing twelve-month revenue of approximately $7.37 billion and earnings per share of $5.07. The next earnings report is expected on November 25, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 target cuts vs 1 raises.
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EPS & revenue
EPS beat estimates by 3.8%. Revenue met estimates.
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Profit surprise
EBITDA missed by 4 percent. Operating income missed by 7 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 upgrade, 1 target raise, 5 target cuts.
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Earnings quality
Gross margin up 3.1 points. Operating margin up 3.8 points. Positive free cash flow.
Earnings Call Summary
Agilent delivered a strong second quarter with $1.83 billion in revenue, up 6.3 percent core growth and beating guidance by 80 basis points. Earnings per share came in at $1.49, beating expectations by 7 cents and growing 14 percent year over year. Operating margin expanded 130 basis points to 26.4 percent, well ahead of guidance. The company is seeing robust momentum across its instrument business with double digit growth in LC LCMS and GC driven by replacement cycles and share gains. Diagnostics grew 11 percent led by the Omnis family and cancer offerings. Strategic pricing delivered over 200 basis points of contribution, exceeding the annual target of 100 basis points at midyear. Management credited the Ignite operating system for driving execution excellence and structural improvements.
Guidance Management raised full year revenue and earnings guidance. The company now expects $7.39 to $7.49 billion in annual revenue with core growth of 4.5 to 6.0 percent, up 30 basis points from prior guidance. Earnings per share guidance increased to $6.00 to $6.10, up 8 cents at the midpoint. For the third quarter, they forecast $1.83 to $1.85 billion in revenue with EPS of $1.48 to $1.50.
Clearly negative report. The company missed important expectations and likely triggers downward revisions.
Dividend
Agilent pays an annual dividend of $1.02 per share, with a payout ratio of 20%.
Insider Buying and Selling at Agilent Technologies, Inc.
Rodney Gonsalves, an officer at Agilent, sold 3,000 shares on November 26, 2025, at an average price of $154.99, totaling about $464,956. Director Mikael Dolsten sold 2,600 shares on December 1, 2025, for approximately $389,511, and has made several other sales this year.
Analysts Set New Price Targets
On October 26, 2026, Deutsche Bank initiated coverage with a Buy rating and a price target of $190. Wells Fargo, Barclays, TD Cowen, and Morgan Stanley previously maintained their Overweight or Buy ratings with targets ranging from $180 to $196.
About Agilent Technologies
Agilent Technologies, Inc. provides solutions in life sciences, diagnostics, and applied chemical markets globally. The company operates through three segments, focusing on liquid chromatography systems and mass spectrometry systems.
Bottom Line
Investors should watch for Agilent's upcoming earnings report on November 25, 2026. J. Safra Sarasin's recent position cut may reflect broader market trends or internal strategy shifts.
Related Filing Alerts
Source: J. Safra Sarasin Holding's 13F filing on $A (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts