Sign in

    Kevin Fogarty

    Managing Director and Senior Equity Research Analyst at Deutsche Bank AG

    Kevin Fogarty is a Managing Director and Senior Equity Research Analyst at Deutsche Bank AG, specializing in coverage of the healthcare and pharmaceuticals sectors, with a particular focus on companies such as Pfizer, Bristol Myers Squibb, and Merck & Co. Well-regarded for his rigorous analytical approach, Fogarty has consistently achieved success rates above 65% and maintains a solid track record of generating positive returns on his investment recommendations, as indicated by platforms like TipRanks. He began his career in equity research in the early 2000s, holding prior analyst roles at HSBC and Jefferies before joining Deutsche Bank in 2013. Fogarty holds FINRA Series 7, 63, and 86/87 licenses, and is frequently recognized for his insightful sector research and thought leadership.

    Kevin Fogarty's questions to Smurfit Westrock (SW) leadership

    Kevin Fogarty's questions to Smurfit Westrock (SW) leadership • Q1 2025

    Question

    Kevin Fogarty asked for a comprehensive view of expected exceptional charges for the year. He sought confirmation on the previously guided $235 million related to synergy delivery and asked if any other significant items, such as accelerated depreciation or further restructuring charges, should be anticipated.

    Answer

    CFO Ken Bowles confirmed that there are no new exceptional charges beyond what has already been guided or recently announced. He reiterated that the synergy-related costs remain as expected at $235 million. The only new information is the charges associated with the recent closures, comprising approximately $99 million in cash costs and a $188 million non-cash impairment.

    Ask Fintool Equity Research AI

    Kevin Fogarty's questions to Huhtamaki Oyj/ADR (HMKIY) leadership

    Kevin Fogarty's questions to Huhtamaki Oyj/ADR (HMKIY) leadership • Q1 2025

    Question

    Kevin Fogarty from Deutsche Bank inquired about the expected cadence for realizing the remaining savings from the efficiency program and requested more details on the strategic rationale for the Selwyn Farms acquisition.

    Answer

    Executive Ralf Wunderlich expressed high confidence in completing the EUR 100 million efficiency program ahead of schedule, having already achieved EUR 87 million in savings at a lower-than-expected cost. Regarding the acquisition, he described Selwyn Farms as an ideal bolt-on that is accretive to both margin and returns from year one, fitting perfectly with their strategy to invest in high-yielding segments in North America.

    Ask Fintool Equity Research AI