Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.70, read 2026-10-28
Ethical screen not yet scored
Price127.17 USD
Fair value128.75
Ethical score70.0/100
Our investment reviews on this name
2026-10-22Read Accumulation124.63+2.0% to today ✓Markdown gives way to Accumulation with results news in the headlines
2026-09-24Read Markdown123.40+3.1% to today Markup gives way to Markdown after a 9% slide in 5 weeks
2026-08-22Read Markup135.78-6.3% to today Distribution gives way to Markup after a 15% rise in 7 weeks
2026-07-02Read Distribution117.72+8.0% to today First review on file: Distribution
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
AptarGroup, Inc. holds its Accumulation at $127.17. The statistical read favours the buyers, held for 2 days.
As held on the ledger · 2026-10-28
Phase
Accumulation
Quantitative state
The statistical read favours the buyers, held for 2 days
Price at the screen
$127.17
Valuation
22.50 trailing · 20.06 forward price to earnings
Values screen
Not scored· score 70.0
Beta
0.34
The Workings
Five Screens, Shown in Full
This security has not been fully scored against the values screen yet.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
0.31%
Below 5%
Only 0.3% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
The Read, in Plain English
AptarGroup, clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
Read as at 2026-10-28. It updates when the underlying figures move, and past reads are kept below.
Fair value range in USD, drawn from the 2026-10-28 screen. The gold marker is the market price at the same screen. A 1.2% margin of safety to the base estimate.
Third-party analyst targets: 9 covering, consensus Buy. The average target sits +22% from the screen price.
Reading the gap · Our more conservative model reads it as roughly fairly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-28 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Pumps and dispensers come at a premium price
Every time a patient uses an inhaler or someone spritzes perfume, AptarGroup supplies the mechanism behind it. Revenue grows at 11% with a 10% profit margin and 15% ROE, and the ethical screen clears without issue. Yet the shares sit 3% above our fair value, leaving no margin of safety and a clear pass.
The forward multiple of 21.2 times earnings already prices in solid growth. Analyst targets at 160 do not alter the simple fact that current levels leave nothing on the table for new buyers.
Unknown competitive protection adds further uncertainty around sustained returns. Paying up in a steady sector rarely ends well when assumptions shift. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
ATR trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-28Accumulation$124.63+0.0%Entry 16
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Accumulation$124.63+0.0%Entry 15
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Accumulation$124.63+0.0%Entry 14
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25Accumulation$124.63+0.0%Entry 13
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading neutral. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-24Accumulation$124.63+0.0%Entry 12
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading neutral. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23Accumulation$124.63+0.0%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading neutral. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading neutral. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-20Markdown$124.63+3.5%Entry 9
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 3.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading neutral. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163.
2026-10-13Markdown$120.38-2.4%Entry 8
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 2.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163.
2026-10-02Markdown$123.29-0.1%Entry 7
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are down 24%. Our forward projection puts the odds of a 10% gain over the next month near 9%. The street (7 analysts) rates it none, with a mean price target of $163.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.