West Pharmaceutical Services (WST) Rebounded in Q3

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned -0.88% (net) during the third quarter, underperforming the benchmark, the Russell 1000 Growth Index. Even though the portfolio has significant exposure to AI, its underweight to the most speculative momentum-driven parts of the trade was a headwind to performance. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Brown Advisory Large-Cap Growth Strategy highlighted stocks such as West Pharmaceutical Services, Inc. (NYSE:WST). West Pharmaceutical Services, Inc. (NYSE:WST) designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products. The one-month return for West Pharmaceutical Services, Inc. (NYSE:WST) was 3.26%, and its shares lost 10.65% over the last 52 weeks. On December 03, 2025, West Pharmaceutical Services, Inc. (NYSE:WST) stock closed at $284.31 per share, with a market capitalization of $18.554 billion.

Brown Advisory Large-Cap Growth Strategy stated the following regarding West Pharmaceutical Services, Inc. (NYSE:WST) in its third quarter 2025 investor letter:

"West Pharmaceutical Services, Inc. (NYSE:WST): Manufactures and markets pharmaceuticals, biologics, vaccines & consumer healthcare products. West Pharmaceutical Services (WST), a medical supplies company specializing in elastomer-based solutions, continued to rebound from its volatile start to 2025. On the heels of a strong earnings report that exceeded consensus expectations and the hiring of a new CFO, the stock moved 20% higher during the quarter. The company has delivered consecutive quarters of revenue growth in its high-value product segment, while inventory destocking headwinds continue to ease."

West Pharmaceutical Services, Inc. (NYSE:WST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 49 hedge fund portfolios held West Pharmaceutical Services, Inc. (NYSE:WST) at the end of the third quarter, which was 46 in the previous quarter. In Q3 2025, West Pharmaceutical Services, Inc. (NYSE:WST) reported revenues of $805 million, marking an increase of 5% on an organic basis. While we acknowledge the potential of West Pharmaceutical Services, Inc. (NYSE:WST) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered West Pharmaceutical Services, Inc. (NYSE:WST) and shared the list of best consistent dividend stocks to invest in. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.