HAEMONETICS CORPORATION
In the published model solve dated 2026-Q2, anchored at $103.96, HAEMONETICS CORPORATION (HAE) is priced for +16.8% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Haemonetics sells the equipment and disposables used to collect plasma and manage blood in hospitals, a razor-and-blade model where the recurring disposable sales follow each installed device. • The defining event is the loss of a major plasma customer: reported plasma revenue fell 2% for the year, but stripping out that departing customer, the franchise grew about 20%, which is the number that tells you whether the core business is healthy [Source: Haemonetics Q4 FY2026 results]. • The price
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311 institutional managers reported holding HAE in 13F filings for the quarter ended 2026-03-31. 49 opened new positions that quarter. Held by BlackRock, Vanguard Group, AQR Capital, among others. On the short side, 3.0M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (2.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HAE has cut its share count 8.1% over the past five years, spending $475.00M on repurchases. It pays no dividend. Cash returned over the past three years: $400.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at HAE over the trailing three years: 2025: 1 buy totaling $99k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HAE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +2.0% | -0.7% |
| 2023-11-03 | +2.4% | -7.9% |
| 2024-02-09 | -3.8% | +14.8% |
| 2024-05-21 | +2.8% | -1.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HAE's latest 8-K filings: 2026-08-18 (items 7.01); 2026-08-06 (items 2.02, 9.01); 2026-07-28 (items 5.02, 5.07, 9.01); 2026-06-05 (items 7.01, 9.01); 2026-05-07 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.