Quick Overview
- Anthony Mancini, Chief Global Commercialization Officer, offloaded 26,552 shares for approximately $3.5M on March 25 via pre-arranged 10b5-1 trading plan
- Shares opened at $94.29, declining 1.3%, within a 52-week trading band of $29.17 to $124.49
- Truist Financial issued a “strong-buy” upgrade on March 26, aligning with bullish calls from Jefferies, Evercore, UBS, and Wedbush
- Company insiders have divested roughly 149,592 shares (approximately $15M) over the last 90-day period, yet institutional stakes comprise 94.34% of total ownership
- Fourth quarter 2025 earnings per share registered at -$1.86, falling short of the -$1.56 analyst estimate, due to elevated R&D and SG&A expenditures
Revolution Medicines (RVMD) shares commenced trading at $94.29 on Wednesday, March 26, reflecting a 1.3% daily decline.
Revolution Medicines, Inc., RVMD
Anthony Mancini, serving as the firm’s Chief Global Commercialization Officer, executed a sale of 26,552 shares on March 25, generating proceeds of roughly $3.5 million. The share disposals occurred at price points between $93.22 and $97.21.
These transactions took place through a 10b5-1 trading arrangement that Mancini established on December 24, 2025. Such pre-arranged programs indicate the sales were scheduled months ahead, suggesting they may not reflect current sentiment about the company’s prospects.
Concurrently, Mancini exercised stock options to purchase 37,450 shares at $33.62 each, amounting to approximately $1.26 million. Following these combined activities, his direct holdings consist of 54,400 shares plus 54,400 restricted stock units.
Mancini’s transactions aren’t isolated. Mark A. Goldsmith, another company insider, disposed of 12,871 shares on March 17 at an average price of $99.48, collecting slightly more than $1.28 million. Jack Anders, the company’s CFO, simultaneously sold 2,753 shares at identical pricing, netting approximately $274,000.
Cumulatively, company insiders have liquidated around 149,592 shares valued at $15 million throughout the past 90-day window. Insider ownership currently represents 8.20% of outstanding shares.
Truist Issues Strong-Buy Upgrade
Notwithstanding the insider divestments, Wall Street analysts maintain predominantly optimistic views. Truist Financial elevated RVMD to “strong-buy” status on March 26.
Evercore issued an identical recommendation earlier on February 25. Jefferies launched coverage with a “buy” rating on March 16. UBS similarly initiated coverage with a “buy” designation on February 27.
The solitary negative voice comes from Weiss Ratings, maintaining a “sell (d-)” stance. MarketBeat’s aggregated consensus lands at “Buy” with a mean price objective of $78.94 — substantially beneath current market levels.
Individual analyst targets paint a more optimistic picture. Piper Sandler elevated its target to $120 (Overweight), Wells Fargo projected $144, while Needham established a $145 target accompanied by a Buy rating.
Institutional Accumulation Despite Earnings Shortfall
Regarding institutional activity, capital has been streaming into RVMD. Norges Bank established a fresh position valued at approximately $195.6 million during Q4. Avoro Capital entered with roughly $172.8 million. UBS expanded its position by 183.6% to 3,087,937 shares, representing nearly $246 million. Polar Capital amplified holdings by 321.2%, now controlling over 2 million shares.
Institutional stakeholders collectively command 94.34% of RVMD.
This bullish institutional positioning persists despite disappointing Q4 2025 results. The company disclosed a per-share loss of $1.86, versus consensus expectations of -$1.56, representing a $0.30 shortfall. Management attributed the variance to above-anticipated R&D investments and SG&A costs.
Revenue performance wasn’t problematic — the company concluded the quarter maintaining $2.03 billion in cash and investments, partially attributable to a strategic agreement with Royalty Pharma. Wall Street analysts forecast full-year fiscal 2026 EPS of -$3.49.
RVMD currently trades with a 50-day moving average of $101.53 and a 200-day moving average of $78.24. The stock carries a market capitalization of $18.69 billion.
Over the trailing twelve months, RVMD has skyrocketed 145%. During the past six-month period, shares have climbed 112%.
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