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Ansell Ltd ASX:ANN

3 opened or increased6 held1 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 10 managers in total.

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Opened or increasedHeldReduced or exited Start or end of the position not reported

7 more managers have commented on ANNPro shows the full position history for all 10 managers.

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202420252026

20 Oct 2025 to today

Commentary Showing 2 of 19

DateManagerActionSummary

30 Sep 2026Wilson Asset ManagementHeldWilson Asset Management continues to hold Ansell (ASX:ANN) as a core holding in WAM Leaders after the stock rerated in September 2026 following a strong FY2026 result, with earnings and FY2027 guidance ahead of expectations. Wilson Asset Management notes healthcare drove the result, led by strong Cleanroom growth, though customer stocking and price increase timing contributed. Ansell managed US tariff and Middle East conflict cost headwinds through disciplined pricing and flexible commercial arrangements. Management remains focused on core markets, customers and brands, particularly in the US, supporting organic growth and margin improvement. A strong balance sheet provides flexibility for capital management and investment, underpinning the earnings outlook.

Monthly Report, price recorded $45.27

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31 Aug 2026Ralton Asset ManagementHeldRalton Asset Management continues to hold Ansell because it contributed positively in August, returning 26.1% after FY26 results exceeded market expectations. Ralton notes performance was underpinned by margin recovery across both the Healthcare and Industrial divisions, supported by manufacturing productivity initiatives and disciplined cost control. Strong cash flow generation, healthy cash conversion and constructive operational guidance reinforced market confidence in the underlying earnings trajectory.

Monthly Report, price recorded $40.77

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17 more comments on ANNPro shows every comment, with a link to each source document.

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Price at first mentionThe share price recorded when each of 10 managers first commented on ANN.

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Articles

30 Sep 2026Ansell's Leadership Shakeup Gives Way to a 19% Bottom-Line Rebound
30 Jun 2026Ansell ANN Fund Manager Commentary and Investment Thesis

About Ansell Ltd

Industrials, Healthcare Equipment and Supplies

Ansell (ASX:ANN), the protective gloves maker, has rallied as results beat expectations despite tariffs. In August 2026, Pendal Group reported a strong FY26 result, with constant-currency revenue up 5% and profit up 19%, as Ansell increased prices to offset proposed US tariffs. Ralton noted a 26% share price rise in August after results exceeded expectations. Pengana initiated a position, noting the business proved more resilient to tariffs and higher input costs than feared, and Maple-Brown Abbott highlighted its number one or two positions in key markets. Ansell operates in the Healthcare sector within the Healthcare Equipment and Supplies industry, and Thesis Tracker has captured 15 comments from 8 fund managers, including Pendal, Ralton, Pengana and Maple-Brown Abbott. Founded in 1893 and headquartered in Melbourne, Ansell designs, manufactures and distributes protective gloves, clothing and safety solutions for healthcare, industrial and life sciences customers worldwide.

Market cap: $6.4b
Price to earnings: 20.2x
Return on equity: 10.5%
Dividend yield: 0.0%
Price to book: 2.06x
Net margin: 9.8%
52-week range: $25.05 to $45.90

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Ansell Ltd (ASX:ANN)?

Fund managers including Yarra Capital Management, Allan Gray, Paradice Investment Management, Pendal Group, Alliance Bernstein, Ten Cap, Maple-Brown Abbott, Pengana Capital Group, Ralton Asset Management and Wilson Asset Management have invested in Ansell Ltd (ASX:ANN).

What opportunities or catalysts do fund managers highlight for Ansell Ltd?

Managers highlight strong earnings growth, pricing power to offset tariffs and input costs, leading market positions and a focus on high-margin specialty protection, according to Pendal, Pengana, Ralton and Maple-Brown Abbott.

What are the key risks to the Ansell Ltd investment thesis, according to fund managers?

Pengana and Pendal note concerns about US tariffs and higher input costs, although Ansell has so far proved more resilient than feared.

What does Ansell Ltd (ASX:ANN) do?

Ansell Ltd. develops, manufactures, and distributes protective gloves and safety solutions globally. Founded in 1893 and headquartered in Richmond, Australia, the company operates via two core segments. The Healthcare segment provides surgical and examination gloves, healthcare safety devices, and infection prevention products. The Industrial segment offers multi-use hand and body protection for industrial environments and specialty applications. Ansell serves professional, healthcare, and industrial markets with specialized safety equipment.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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