STENYSEOrthopedic, Prosthetic & Surgical Appliances & SuppliesFiscal year ends March 31
STERIS plc
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$221.97−0.69 (-0.31%)
Close on Oct 19, 2026
- Market cap
- $21.73B
- P/E (TTM)
- 27.1
- Dividend yield
- 1.11%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
97.4%
95M of 98M shares
Institutional holders
830
105 new, 101 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 12 sales
Net sold $9.83M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,105,204 | 9.20% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Capital Management | 7,340,236 | 7.48% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 4,995,259 | 5.10% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 4,962,018 | 5.05% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,820,889 | 9.05% | $1.86B | −205,732 | 0.03% |
| Vanguard Capital Management LLC | 6,406,906 | 6.57% | $1.35B | +40,528 | 0.03% |
| State Street Corp | 5,072,818 | 5.20% | $1.07B | +80,950 | 0.03% |
| Vanguard Portfolio Management LLC | 5,001,950 | 5.13% | $1.05B | +51,910 | 0.05% |
| Morgan Stanley | 3,950,067 | 4.05% | $831.77M | −444,196 | 0.04% |
| Massachusetts Financial Services Co /Ma/ | 3,801,077 | 3.90% | $850.36M | −209,272 | 0.27% |
| Wellington Management Group Llp | 3,502,897 | 3.59% | $737.61M | +629,532 | 0.13% |
| Orbis Allan Gray Ltd | 2,677,710 | 2.75% | $563.85M | +84,798 | 1.94% |
| Geode Capital Management, LLC | 2,615,842 | 2.68% | $548.62M | +34,109 | 0.03% |
| Generation Investment Management Llp | 2,280,698 | 2.34% | $480.25M | −27,761 | 4.67% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,200,220 | 2.26% | $463.30M | +5,275 | 0.26% |
| Select Equity Group, L.P. | 1,894,646 | 1.94% | $398.96M | −248,733 | 1.97% |
| Jupiter Topco LLC | 1,887,828 | 1.94% | $397.52M | New | 0.16% |
| Price T Rowe Associates Inc /Md/ | 1,834,238 | 1.88% | $386.24K | +71,103 | 0.04% |
| Invesco Ltd. | 1,806,187 | 1.85% | $380.33M | +97,885 | 0.03% |
| Boston Partners | 1,498,334 | 1.54% | $315.50M | +636,081 | 0.28% |
| Aqr Capital Management LLC | 1,377,297 | 1.41% | $285.84M | +315,897 | 0.10% |
| Goldman Sachs Group Inc | 1,363,145 | 1.40% | $287.04M | +981,568 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 1,217,864 | 1.25% | $256.45M | +698,353 | 0.11% |
| Dimensional Fund Advisors LP | 1,199,619 | 1.23% | $252.64M | +85,774 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 830 | 95M | 97.4% | 105 / 299 | 305 / 101 | 12M | 8M |
| Q1 2026 | 843 | 94M | 96.2% | 85 / 273 | 353 / 128 | 22M | 9M |
| Q4 2025 | 896 | 93M | 95.2% | 143 / 339 | 276 / 72 | 10M | 9M |
| Q3 2025 | 842 | 92M | 94.7% | 103 / 337 | 273 / 85 | 7M | 7M |
| Q2 2025 | 834 | 92M | 94.5% | 118 / 337 | 259 / 55 | 6M | 6M |
| Q1 2025 | 778 | 92M | 94.9% | 97 / 293 | 282 / 68 | 6M | 4M |
| Q4 2024 | 763 | 91M | 93.7% | 97 / 254 | 308 / 80 | 7M | 10M |
| Q3 2024 | 755 | 95M | 97.2% | 78 / 247 | 305 / 58 | 13M | 5M |
| Q2 2024 | 743 | 96M | 98.7% | 68 / 285 | 271 / 43 | 5M | 13M |
| Q1 2024 | 721 | 104M | 100.0% | 71 / 292 | 236 / 49 | 8M | 3M |
| Q4 2023 | 704 | 99M | 100.0% | 86 / 250 | 262 / 48 | 10M | 4M |
| Q3 2023 | 678 | 93M | 95.0% | 74 / 240 | 256 / 39 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,114,554 | 3.19% | $655.83M | 0.03% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,542,447 | 2.61% | $535.36M | 0.03% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 2,124,977 | 2.18% | $447.46M | 0.20% | Jun 30, 2026 |
| Vanguard Health Care Fund | 1,100,961 | 1.13% | $251.46M | 0.66% | Jul 31, 2026 |
| Vanguard Windsor Fund | 956,066 | 0.98% | $218.37M | 0.86% | Jul 31, 2026 |
| Vanguard Value Index Fund | 932,649 | 0.96% | $196.39M | 0.08% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 895,540 | 0.92% | $204.54M | 0.21% | Jul 31, 2026 |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund | 580,068 | 0.59% | $122.14M | 2.71% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 554,901 | 0.57% | $126.74M | 0.10% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 532,611 | 0.55% | $112.15M | 0.03% | Jun 30, 2026 |
| iShares U.S. Medical Devices ETF | 459,271 | 0.47% | $96.71M | 3.20% | Jun 30, 2026 |
| Equity Income Fund | 404,633 | 0.42% | $92.42M | 1.16% | Jul 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 375,677 | 0.39% | $79.11M | 0.23% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 314,961 | 0.32% | $66.32M | 0.18% | Jun 30, 2026 |
| Vanguard Health Care Index Fund | 294,734 | 0.30% | $62.70M | 0.33% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Daniel A. Carestio | President and CEO, Director | 63,647 | 0.07% | Jun 8, 2026 |
| John Adam Zangerle | Sr. VP, Gen Counsel, and Sec. | 35,259 | 0.04% | Jun 16, 2026 |
| Julia Madsen | Sr. VP and GM, Life Sciences | 12,257 | 0.01% | Jun 8, 2026 |
| Renato Tamaro | V.P. & Corporate Treasurer | 6,194 | 0.01% | Jun 8, 2026 |
| Karen L. Burton | Sr. Vice Pres., CFO | 13,184 | 0.01% | Jun 8, 2026 |
| Mary Clare Fraser | SVP & Chief HRO | 13,716 | 0.01% | Jun 8, 2026 |
| Kenneth E. Kohler | SVP & GM, AST | 11,332 | 0.01% | Jun 8, 2026 |
| Lindsey McGowan | VP, Chf. Comp. & Quality Offc. | 6,240 | 0.01% | Jun 4, 2026 |
| Cary L. Majors | SVP and President, Healthcare | 17,472 | 0.02% | Jun 4, 2026 |
| Michael J. Tokich | Sr. Vice Pres., CFO | 47,483 | 0.05% | Jun 6, 2025 |
| Pierre Boulud | Director | – | – | Aug 12, 2026 |
| Christopher S. Holland | Director | 582 | 0.00% | Aug 12, 2026 |
| Esther M. Alegria | Director | – | – | Aug 12, 2026 |
| Cynthia L. Feldmann | Director | 12,466 | 0.01% | Aug 12, 2026 |
| Louis Shapiro | Director | – | – | Aug 12, 2026 |
| Nirav R. Shah | Director | 292 | 0.00% | Aug 12, 2026 |
| Paul Edward Martin | Director | – | – | Aug 12, 2026 |
| Mohsen Sohi | Director | 24,305 | 0.02% | Aug 12, 2026 |
| Richard C. Breeden | Director | 66,206 | 0.07% | Jun 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mohsen Sohi Director | Aug 12, 2026 | Sale | −4,058 | $235.78 | $956.80K | 24,305 |
| Mohsen Sohi Director | Aug 12, 2026 | Option exercise | +4,058 | $86.23 | $349.92K | 28,363 |
| Mohsen Sohi Director | Jul 1, 2026 | Tax withholding | −1,837 | $212.30 | $390.00K | 24,305 |
| Mohsen Sohi Director | Jul 1, 2026 | Option exercise | +3,781 | $71.40 | $269.96K | 26,142 |
| John Adam Zangerle Sr. VP, Gen Counsel, and Sec. | Jun 15, 2026 | Sale(10b5-1 plan) | −1,419 | $209.28 | $296.97K | 35,259 |
| Daniel A. Carestio President and CEO, Director | Jun 5, 2026 | Sale(10b5-1 plan) | −1,374 | $212.00 | $291.29K | 63,647 |
| Renato Tamaro V.P. & Corporate Treasurer | Jun 4, 2026 | Tax withholding | −65 | $212.24 | $13.80K | 6,194 |
| Kenneth E. Kohler SVP & GM, AST | Jun 4, 2026 | Tax withholding | −150 | $212.24 | $31.84K | 11,332 |
| Daniel A. Carestio President and CEO, Director | Jun 4, 2026 | Tax withholding | −1,889 | $212.24 | $400.92K | 68,075 |
| Daniel A. Carestio President and CEO, Director | Jun 4, 2026 | Sale(10b5-1 plan) | −3,054 | $214.64 | $655.51K | 65,021 |
| Mary Clare Fraser SVP & Chief HRO | Jun 4, 2026 | Tax withholding | −600 | $212.24 | $127.34K | 13,716 |
| Julia Madsen Sr. VP and GM, Life Sciences | Jun 4, 2026 | Tax withholding | −195 | $212.24 | $41.39K | 12,257 |
| John Adam Zangerle Sr. VP, Gen Counsel, and Sec. | Jun 4, 2026 | Tax withholding | −401 | $212.24 | $85.11K | 36,678 |
| Karen L. Burton Sr. Vice Pres., CFO | Jun 4, 2026 | Tax withholding | −90 | $212.24 | $19.10K | 13,184 |
| Kenneth E. Kohler SVP & GM, AST | Jun 3, 2026 | Tax withholding | −184 | $210.19 | $38.67K | 11,482 |
| Daniel A. Carestio President and CEO, Director | Jun 3, 2026 | Tax withholding | −2,619 | $210.19 | $550.49K | 69,964 |
| Julia Madsen Sr. VP and GM, Life Sciences | Jun 3, 2026 | Tax withholding | −239 | $210.19 | $50.24K | 12,452 |
| Karen L. Burton Sr. Vice Pres., CFO | Jun 3, 2026 | Tax withholding | −190 | $210.19 | $39.94K | 13,274 |
| Renato Tamaro V.P. & Corporate Treasurer | Jun 3, 2026 | Tax withholding | −64 | $210.19 | $13.45K | 6,259 |
| Mary Clare Fraser SVP & Chief HRO | Jun 3, 2026 | Tax withholding | −311 | $210.19 | $65.37K | 14,316 |
| John Adam Zangerle Sr. VP, Gen Counsel, and Sec. | Jun 3, 2026 | Tax withholding | −365 | $210.19 | $76.72K | 37,079 |
| Renato Tamaro V.P. & Corporate Treasurer | Jun 2, 2026 | Award | +750 | – | – | 6,364 |
| Renato Tamaro V.P. & Corporate Treasurer | Jun 2, 2026 | Tax withholding | −41 | $209.76 | $8.60K | 6,323 |
| Richard C. Breeden Director | Jun 2, 2026 | Sale | −1,481 | $209.51 | $310.28K | 38,964 |
| Richard C. Breeden Director | Jun 2, 2026 | Option exercise | +3,781 | $71.40 | $269.96K | 40,445 |
| Kenneth E. Kohler SVP & GM, AST | Jun 2, 2026 | Award | +2,199 | – | – | 11,732 |
| Kenneth E. Kohler SVP & GM, AST | Jun 2, 2026 | Tax withholding | −66 | $209.76 | $13.84K | 11,666 |
| Julia Madsen Sr. VP and GM, Life Sciences | Jun 2, 2026 | Tax withholding | −127 | $209.76 | $26.64K | 12,691 |
| Julia Madsen Sr. VP and GM, Life Sciences | Jun 2, 2026 | Award | +2,316 | – | – | 12,818 |
| Mary Clare Fraser SVP & Chief HRO | Jun 2, 2026 | Award | +3,009 | – | – | 15,218 |
| Mary Clare Fraser SVP & Chief HRO | Jun 2, 2026 | Tax withholding | −591 | $209.76 | $123.97K | 14,627 |
| Lindsey McGowan VP, Chf. Comp. & Quality Offc. | Jun 2, 2026 | Award | +1,155 | – | – | 5,985 |
| Lindsey McGowan VP, Chf. Comp. & Quality Offc. | Jun 2, 2026 | Tax withholding | −329 | $209.76 | $69.01K | 5,656 |
| Cary L. Majors SVP and President, Healthcare | Jun 2, 2026 | Award | +4,746 | – | – | 17,405 |
| Cary L. Majors SVP and President, Healthcare | Jun 2, 2026 | Tax withholding | −67 | $209.76 | $14.05K | 17,338 |
| Daniel A. Carestio President and CEO, Director | Jun 2, 2026 | Award | +23,736 | – | – | 73,578 |
| Daniel A. Carestio President and CEO, Director | Jun 2, 2026 | Tax withholding | −995 | $209.76 | $208.71K | 72,583 |
| Karen L. Burton Sr. Vice Pres., CFO | Jun 2, 2026 | Option exercise | −66 | $209.76 | $13.84K | 13,464 |
| Karen L. Burton Sr. Vice Pres., CFO | Jun 2, 2026 | Award | +5,325 | – | – | 13,530 |
| John Adam Zangerle Sr. VP, Gen Counsel, and Sec. | Jun 2, 2026 | Tax withholding | −247 | $209.76 | $51.81K | 37,444 |
| John Adam Zangerle Sr. VP, Gen Counsel, and Sec. | Jun 2, 2026 | Award | +4,359 | – | – | 37,691 |
| Cary L. Majors SVP and President, Healthcare | Jun 1, 2026 | Tax withholding | −768 | – | – | 12,659 |
| Kenneth E. Kohler SVP & GM, AST | Jun 1, 2026 | Tax withholding | −109 | – | – | 9,533 |
| Lindsey McGowan VP, Chf. Comp. & Quality Offc. | Jun 1, 2026 | Tax withholding | −198 | – | – | 4,830 |
| Daniel A. Carestio President and CEO, Director | Jun 1, 2026 | Tax withholding | −1,254 | – | – | 49,842 |
| Renato Tamaro V.P. & Corporate Treasurer | Jun 1, 2026 | Tax withholding | −81 | – | – | 5,614 |
| Mary Clare Fraser SVP & Chief HRO | Jun 1, 2026 | Tax withholding | −673 | – | – | 12,209 |
| Karen L. Burton Sr. Vice Pres., CFO | Jun 1, 2026 | Tax withholding | −99 | – | – | 8,205 |
| Julia Madsen Sr. VP and GM, Life Sciences | Jun 1, 2026 | Tax withholding | −208 | – | – | 10,502 |
| John Adam Zangerle Sr. VP, Gen Counsel, and Sec. | Jun 1, 2026 | Tax withholding | −337 | – | – | 33,332 |
| Cynthia L. Feldmann Director | Mar 5, 2026 | Option exercise | +3,098 | $152.32 | $471.89K | 3,803 |
| Cynthia L. Feldmann Director | Mar 5, 2026 | Sale | −3,098 | $237.21 | $734.88K | 705 |
| Lindsey McGowan VP, Chf. Comp. & Quality Offc. | Jan 2, 2026 | Award | +798 | – | – | 5,028 |
| Julia Madsen Sr. VP and GM, Life Sciences | Nov 21, 2025 | Option exercise | +2,872 | $114.22 | $328.04K | 13,582 |
| Julia Madsen Sr. VP and GM, Life Sciences | Nov 21, 2025 | Sale | −2,872 | $262.00 | $752.46K | 10,710 |
| Julia Madsen Sr. VP and GM, Life Sciences | Nov 21, 2025 | Option exercise | +2,136 | $147.05 | $314.10K | 12,846 |
| Julia Madsen Sr. VP and GM, Life Sciences | Nov 21, 2025 | Sale | −2,136 | $262.00 | $559.63K | 10,710 |
| Renato Tamaro V.P. & Corporate Treasurer | Nov 18, 2025 | Sale | −1,500 | $257.76 | $386.64K | 5,695 |
| Renato Tamaro V.P. & Corporate Treasurer | Nov 18, 2025 | Sale | −3,324 | $257.43 | $855.70K | 7,407 |
| Renato Tamaro V.P. & Corporate Treasurer | Nov 18, 2025 | Sale | −212 | $258.03 | $54.70K | 7,195 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Richard C. Breeden Director | Aug 18, 2026 | 4,110 | $953.11K | Aug 18, 2026 | Exercise & Hold |
| Mohsen Sohi Director | Aug 12, 2026 | 4,058 | $956.78K | Aug 12, 2026 | Employee Stock Option Exercise |
| John Adam Zangerle Officer | Jun 15, 2026 | 1,419 | $296.97K | Jun 15, 2026 | Restricted Stock Lapse |
| Daniel A. Carestio Officer, Director | Jun 5, 2026 | 1,374 | $291.29K | Jun 5, 2026 | Restricted Stock Lapse |
| Daniel A. Carestio Officer, Director | Jun 4, 2026 | 3,054 | $655.51K | Jun 4, 2026 | Restricted Stock Lapse |
| Richard C. Breeden Director | Jun 2, 2026 | 1,481 | $310.29K | Jun 2, 2026 | Employee Stock Option Exercise |
| Cynthia L. Feldmann Director | Mar 5, 2026 | 3,098 | $734.87K | Mar 5, 2026 | Employee Stock Option Exercise |
| Julia Madsen Officer | Nov 21, 2025 | 5,008 | $1.31M | Nov 21, 2025 | Employee Stock Option Exercise |
| Renato Tamaro Officer | Nov 18, 2025 | 5,036 | $1.30M | Nov 18, 2025 | Employee Stock Option Exercise |
| John Adam Zangerle Officer | Nov 12, 2025 | 15,000 | $3.98M | Nov 11, 2025 | Employee Stock Option Exercise |
| Daniel A. Carestio Officer, Director | Oct 6, 2025 | 159 | $38.45K | Oct 6, 2025 | Restricted Stock Lapse |
| Renato Tamaro Officer | Aug 20, 2025 | 3,204 | $798.56K | Aug 20, 2025 | Employee Stock Option Exercise |
| Jacqueline B. Kosecoff Director | Aug 12, 2025 | 3,781 | $914.08K | Aug 12, 2025 | Employee Stock Option Exercise |
| Cynthia L. Feldmann Director | Aug 11, 2025 | 3,495 | $844.25K | Aug 11, 2025 | Employee Stock Option Exercise |
| Jacqueline B. Kosecoff Director | Aug 11, 2025 | 4,110 | $993.56K | Aug 11, 2025 | Employee Stock Option Exercise |