LMAT LeMaitre Vascular Inc

Rice Hall James & Associates LLC reduced its stake in LeMaitre Vascular, Inc. (NASDAQ:LMAT) by 16.7%, selling 35,684 shares and now owning 178,186 shares valued at $15.59 million. LeMaitre Vascular reported strong Q3 earnings of $0.62 per share, beating consensus, with revenue up 11.4% year-over-year, and maintains a "Moderate Buy" consensus analyst rating.

This article reviews the Q3 2025 earnings for surgical equipment and consumables - specialty stocks, highlighting individual company performances. While the sector generally met revenue expectations, LeMaitre (LMAT) had a mixed quarter with revenue shortfalls, and Intuitive Surgical (ISRG) significantly outperformed. The article also provides a brief market update discussing the economic impact of Fed rate cuts and the recent presidential election.

Congress Asset Management Co. increased its stake in LeMaitre Vascular, Inc. ($LMAT) by 2.7% in Q3, now holding 692,266 shares valued at $60.58 million. The company reported strong Q3 earnings, beating EPS estimates, and has a "Moderate Buy" consensus rating from analysts with an average price target of $100.20. LeMaitre Vascular also declared a quarterly dividend of $0.20 per share, representing an annualized yield of 0.9%.

LeMaitre Vascular (NASDAQ:LMAT) has not shown an acceleration in its Return on Capital Employed (ROCE), which currently stands at 11%, aligning with industry averages. Despite a 160% increase in capital employed over the last five years, the ROCE has remained consistently stable at 11%, indicating the company is a compounding machine but not accelerating its returns. The stock has provided a 132% return to shareholders over the past five years, suggesting investors recognize promising trends even without an accelerated ROCE.

American Century Companies Inc. has significantly increased its stake in LeMaitre Vascular, Inc. (NASDAQ:LMAT) by 233.0% in the second quarter, now holding 34,008 shares valued at $2.82 million. Several other institutional investors also adjusted their positions in LMAT, which has a current market capitalization of $1.88 billion and recently announced a quarterly dividend of $0.20 per share. The medical instruments supplier reported strong Q3 earnings, topping consensus estimates, and has received a "Moderate Buy" consensus rating from analysts.

First Trust Advisors LP significantly increased its stake in LeMaitre Vascular, Inc. (NASDAQ:LMAT) by 52.7% during Q2, now owning 612,028 shares valued at over $50 million. Other institutional investors also adjusted their holdings, contributing to 84.64% of the stock being institutionally owned. The company recently announced a quarterly dividend of $0.20 per share, and analysts have a "Moderate Buy" consensus rating with an average target price of $100.20.