What smart money is saying about Haemonetics Corporation
5 funds in our archive have pitched Haemonetics Corporation, most recently Ariel Investments Small Cap Value Strategy in September 2026.
Haemonetics Corporation is a healthcare enterprise dedicated to providing medical products and comprehensive solutions, structured into three main business areas: Plasma, Blood Center, and Hospital. In its Plasma segment, the company develops automated plasma collection systems, exemplified by the NexSys PCS and PCS2 devices, along with necessary disposables and intravenous solutions. It also offers integrated information technology platforms and the NexLynk DMS donor management system to help plasma customers efficiently manage their donors, operations, and supply chains. The Blood Center division provides advanced automated blood component and manual whole blood collection technologies. This includes MCS brand apheresis equipment for selectively collecting blood components, as well as disposable kits for whole blood collection and storage. Its software offerings feature the SafeTrace Tx blood bank information system and BloodTrack, a sophisticated suite of blood management software and hardware designed to enhance hospital blood bank functionalities and facilitate bedside transfusions. For the Hospital sector, Haemonetics offers hemostasis analyzer systems like TEG, ClotPro, and HAS, which deliver crucial assessments of a patient's overall clotting ability. The TEG Manager software links these analyzers throughout a facility, enabling clinicians to remotely access active and past test results to inform treatment decisions. Additionally, the Cell Saver Elite+ system supports autologous blood recovery across a wide range of surgical procedures, including cardiovascular, orthopedic, trauma, transplant, vascular, obstetrical, and gynecological operations. The company distributes its products and solutions through its own direct sales teams, independent distributors, and sales representatives. Haemonetics Corporation was established in 1971 and is based in Boston, Massachusetts.
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Position history
Between Q4 2024 and Q3 2026, 7 fund letters reported a position in Haemonetics Corporation, with 3 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 0 | 2 |
| Q2 2026 | 2 | 2 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 1 | 1 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 3 moves
- September 2026
“• Haemonetics (HAE), is a global provider of hematology and blood management products and solutions. The company delivered better than expected financial results, driven by strong performance in its plasma and hospital businesses, expanding margins, and improving cash flow generation. Investors responded favorably to the company's disciplined execution, market share gains, and growing confidence in its ability to deliver sustainable earnings growth and shareholder value. We believe that the company’s strong competitive position within the plasmapheresis market along with increased investment in research and development should create value for shareholders over a multi-year period.”
Haemonetics Corporation - September 2026
“• Haemonetics (HAE), is a global provider of hematology and blood management products and solutions. The company delivered better than expected financial results, driven by strong performance in its plasma and hospital businesses, expanding margins, and improving cash flow generation.”
Haemonetics Corporation - September 2026
“Developer and distributor of hematology products and solutions, Haemonetics Corporation (HAE) also traded higher during the quarter following an earnings beat and an increase to full-year guidance.”
Haemonetics Corporation - September 2026
“Top 3 Contributors to Relative Performance Haemonetics Corporation (HAE) –HAE outperformed after a strong quarter, with plasma demand and share gains driving a higher outlook.”
Haemonetics Corporation - June 2026
“New positions for quarter ending June 30, 2026: Company Name Company Description Small Cap Value Small Cap Value Con. Small/Mid Cap Value Mid Cap Value Haemonetics Corporation Developer and distributor of a broad portfolio of hematology products and solutions.”
Haemonetics Corporation - New positionAriel Investments Small Cap ValueJune 2026
“Also during the quarter, we initiated a position in Haemonetics Corporation (HAE), a developer and distributor of a broad portfolio of hematology products and solutions.”
Haemonetics Corporation - New positionAMG River Road Small Mid Cap Value FundJune 2025
Listed in AMG River Road Small Mid Cap Value Fund’s reported holdings.
Haemonetics Corporation
Fund coverage · 5 theses
- Ariel Investments Small Cap Value StrategySeptember 2026
Haemonetics develops hematology products and solutions with improving profitability and plasma-franchise momentum supporting long-term growth.
Read the full thesis - Riverwater Partners Sustainable Value StrategySeptember 2026
Haemonetics is the leading supplier of plasma collection technology, and the manager expects CSL's return as a customer to drive revenue and earnings growth above expectations.
Read the full thesis - Ariel Investments Small Cap ValueJune 2026
Haemonetics Corporation provides hematology and plasma collection solutions that should benefit from demographics, rising plasma demand, and healthcare innovation.
Read the full thesis - The London Company Small CapDecember 2025
Haemonetics Corporation is improving margins toward long-term targets with buybacks at depressed valuations and underlying business quality supporting the setup.
Read the full thesis - Royce InvestDecember 2024
Haemonetics is a leading provider of plasma collection systems that is successfully improving operating margins and growing its vascular closure product line despite challenges.
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