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Pzena Focused Value strategy's investment thesis on Baxter International Inc. ($BAX) — Q3 2026 | Buyside Digest

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$BAXBaxter International Inc.

BULL

Pzena Focused Value strategy

Fund Letter

Q3 2026

Published September 30, 2026

View Fund Profile

$26.42USD

Current Market Price

Market Cap$14.1B

Pitch Price$23.49

Technical Chart

From the Fund Letter

Baxter sought to amend its certificate of incorporation regarding board size, which would have given the board authority to increase the number of directors up to a cap of 17. Academic literature supports...

— Daniel L. Babkes

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What other investors think about $BAX, and what else Pzena Focused Value strategy is buying.

Other pitches on $BAX

Other investors who've written on Baxter International Inc.

O'Keefe Stevens Advisory, IncBULL

Pitched Apr 24, 2026

We initiated a position in Baxter during the quarter in the high teens.

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