Blue Owl Capital Holdings LP Buys 330,000 Shares of Aquestive Therapeutics, Inc. $AQST

Blue Owl Capital Holdings LP raised its stake in Aquestive Therapeutics, Inc. (NASDAQ:AQST) by 35.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 1,250,000 shares of the company’s stock after buying an additional 330,000 shares during the period. Aquestive Therapeutics accounts for 2.2% of Blue Owl Capital Holdings LP’s holdings, making the stock its 16th largest holding. Blue Owl Capital Holdings LP’s holdings in Aquestive Therapeutics were worth $6,988,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of AQST. BNP Paribas Financial Markets lifted its stake in shares of Aquestive Therapeutics by 78.3% during the 2nd quarter. BNP Paribas Financial Markets now owns 9,413 shares of the company’s stock worth $31,000 after buying an additional 4,134 shares during the last quarter. Modern Wealth Management LLC acquired a new position in Aquestive Therapeutics in the 2nd quarter valued at about $33,000. Cox Capital Mgt LLC bought a new position in Aquestive Therapeutics in the 3rd quarter valued at about $59,000. Victory Capital Management Inc. raised its holdings in Aquestive Therapeutics by 17.0% in the 3rd quarter. Victory Capital Management Inc. now owns 12,794 shares of the company’s stock valued at $72,000 after acquiring an additional 1,862 shares during the period. Finally, Summit Wealth & Retirement Planning Inc. lifted its position in Aquestive Therapeutics by 50.0% during the third quarter. Summit Wealth & Retirement Planning Inc. now owns 15,000 shares of the company’s stock worth $84,000 after acquiring an additional 5,000 shares during the last quarter. 32.45% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

AQST has been the subject of a number of research analyst reports. Lake Street Capital set a $6.00 price objective on Aquestive Therapeutics in a report on Tuesday, February 3rd. Wall Street Zen raised Aquestive Therapeutics from a “sell” rating to a “hold” rating in a report on Saturday. Weiss Ratings restated a “sell (d-)” rating on shares of Aquestive Therapeutics in a research note on Wednesday, January 21st. Finally, Piper Sandler upped their price objective on Aquestive Therapeutics from $5.00 to $8.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Two analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $8.80.

Aquestive Therapeutics Price Performance

Aquestive Therapeutics stock opened at $4.22 on Friday. The stock’s fifty day moving average price is $4.22 and its two-hundred day moving average price is $5.19. Aquestive Therapeutics, Inc. has a one year low of $2.12 and a one year high of $7.55. The firm has a market cap of $515.01 million, a PE ratio of -5.41 and a beta of 1.61.

Aquestive Therapeutics (NASDAQ:AQST) last released its earnings results on Wednesday, March 4th. The company reported ($0.26) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.13). The firm had revenue of $13.02 million during the quarter, compared to analysts’ expectations of $13.28 million. Sell-side analysts expect that Aquestive Therapeutics, Inc. will post -0.46 earnings per share for the current fiscal year.

Aquestive Therapeutics News Summary

Here are the key news stories impacting Aquestive Therapeutics this week:

• Positive Sentiment: Aquestive reiterated FY‑2026 revenue guidance of $46.0M–$50.0M and plans a commercial launch for Anaphylm with a ~75‑rep sales force and an expanded medical affairs team — these items support near‑term revenue upside if launch execution is successful. Aquestive plans 75‑rep Anaphylm launch
• Neutral Sentiment: Company released Q4 results and an earnings‑call presentation/transcript that provide more detail on revenue mix, commercialization plans and guidance; these materials will be used by investors to reassess model assumptions. Q4 2025 earnings call transcript
• Negative Sentiment: Q4 results missed expectations: EPS loss of $0.26 vs. consensus of ($0.13) and revenue slightly below estimates — the miss raises short‑term earnings risk and increases scrutiny on margins and burn. Q4 results and estimates
• Negative Sentiment: Multiple law firms announced investigations and several class‑action complaints were filed alleging that Aquestive misled investors about the timing of FDA approval for Anaphylm (PDUFA date-related disclosures). Legal exposure and potential damages or distraction to management are downside catalysts for the stock. Robbins LLP stockholder alert
• Negative Sentiment: Additional litigation notices/investigations were publicized today (Bernstein Liebhard, Holzer & Holzer, Gainey McKenna & Egleston, Faruqi & Faruqi), amplifying legal and reputational risk and likely adding selling pressure while matters progress. Bernstein Liebhard investor alert
• Negative Sentiment: Analyst commentary and a TipRanks note flagged new risk disclosures (AI execution risk and competitive threats) that could pressure future margins and R&D success probabilities. TipRanks AI execution risks

About Aquestive Therapeutics

Aquestive Therapeutics, Inc is a specialty pharmaceutical company focused on the development and commercialization of novel drug delivery systems. Leveraging its proprietary PharmFilm® technology, Aquestive designs thin-film formulations that facilitate sublingual, buccal and oral delivery of small molecules, offering rapid onset of action and improved patient compliance compared with traditional dosage forms.

The company’s lead product, Libervant® (diazepam) Buccal Film, is approved by the U.S.