Varma Mutual Pension Insurance Co reduced its stake in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 4.6% during the third quarter, Holdings Channel.com reports. The fund owned 34,926 shares of the pharmaceutical company’s stock after selling 1,700 shares during the period. Varma Mutual Pension Insurance Co’s holdings in Vertex Pharmaceuticals were worth $13,678,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in VRTX. Police & Firemen s Retirement System of New Jersey grew its position in Vertex Pharmaceuticals by 3.7% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 39,035 shares of the pharmaceutical company’s stock valued at $17,378,000 after purchasing an additional 1,393 shares during the period. Bailard Inc. lifted its stake in shares of Vertex Pharmaceuticals by 0.5% in the second quarter. Bailard Inc. now owns 38,147 shares of the pharmaceutical company’s stock valued at $16,983,000 after buying an additional 200 shares in the last quarter. Leuthold Group LLC acquired a new position in shares of Vertex Pharmaceuticals during the third quarter valued at about $5,030,000. Advisory Resource Group bought a new stake in shares of Vertex Pharmaceuticals during the third quarter worth about $1,286,000. Finally, Generali Asset Management SPA SGR increased its position in shares of Vertex Pharmaceuticals by 41.8% during the third quarter. Generali Asset Management SPA SGR now owns 23,569 shares of the pharmaceutical company’s stock worth $9,231,000 after acquiring an additional 6,942 shares in the last quarter. Institutional investors and hedge funds own 90.96% of the company’s stock.
Insider Buying and Selling at Vertex Pharmaceuticals
In other Vertex Pharmaceuticals news, EVP Jonathan Biller sold 1,925 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $460.43, for a total value of $886,327.75. Following the completion of the sale, the executive vice president directly owned 20,819 shares in the company, valued at $9,585,692.17. This trade represents a 8.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Ourania Tatsis sold 466 shares of Vertex Pharmaceuticals stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $460.43, for a total value of $214,560.38. Following the sale, the executive vice president owned 51,436 shares in the company, valued at $23,682,677.48. This represents a 0.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 99,352 shares of company stock worth $45,037,314 over the last ninety days. 0.20% of the stock is owned by company insiders.
Vertex Pharmaceuticals News Roundup
- Positive Sentiment: Revenue and product momentum — Vertex reported Q4 revenue of ~$3.19B (≈+9.5% YoY), which many outlets framed as a beat or in-line with expectations and supports confidence in its CF franchise and near-term cash flow. Read More.
- Positive Sentiment: Analyst backing and long-term targets — Several analysts maintain bullish ratings and above-current price targets (median targets well above the share price), which provides longer-term upside support for the stock. Read More.
- Positive Sentiment: Pipeline diversification — Company commentary and reporting highlighted partnership/expansion efforts (broader autoimmune work) that could reduce concentration risk over time. Read More.
- Neutral Sentiment: 2026 guidance roughly in-line — Management’s revenue guidance (~$13.0–13.1B) came in close to consensus, which limits downside from surprise guidance but doesn’t materially raise expectations. Read More.
- Neutral Sentiment: Full materials available — Investors can review the earnings slide deck and call transcript for details on product and pipeline trends to refine estimates. Read More.
- Negative Sentiment: Small EPS miss and mixed metric comparisons — EPS came in marginally below consensus (~$5.03 vs. ~$5.05–$5.07) and some feeds showed revenue slightly under certain Street models, prompting short-term selling pressure. Read More.
- Negative Sentiment: Insider selling — Multiple senior executives (EVPs and the CAO) disclosed sizeable open-market sales this week, which can amplify negative sentiment even if sales are for diversification or tax planning. Read More.
- Negative Sentiment: After-hours weakness — The combination of the small EPS miss and the insider selling pushed shares lower in after-hours trading, reflecting short-term profit-taking by traders. Read More.
Analyst Upgrades and Downgrades
A number of equities analysts have recently weighed in on VRTX shares. Royal Bank Of Canada upgraded Vertex Pharmaceuticals from a “sector perform” rating to an “outperform” rating and boosted their target price for the stock from $455.00 to $546.00 in a research note on Thursday, January 22nd. Evercore lifted their price target on Vertex Pharmaceuticals from $475.00 to $530.00 and gave the stock an “outperform” rating in a report on Friday, January 23rd. HC Wainwright restated a “buy” rating and issued a $518.00 price objective (up previously from $478.00) on shares of Vertex Pharmaceuticals in a research note on Friday. Oppenheimer raised Vertex Pharmaceuticals from a “market perform” rating to an “outperform” rating and set a $540.00 target price for the company in a research report on Friday. Finally, Weiss Ratings raised shares of Vertex Pharmaceuticals from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $525.55.
View Our Latest Analysis on Vertex Pharmaceuticals
Vertex Pharmaceuticals Stock Performance
NASDAQ:VRTX opened at $465.02 on Friday. Vertex Pharmaceuticals Incorporated has a 52-week low of $362.50 and a 52-week high of $519.68. The stock has a fifty day moving average of $459.26 and a 200 day moving average of $427.55. The firm has a market capitalization of $117.98 billion, a price-to-earnings ratio of 32.79 and a beta of 0.30.
Vertex Pharmaceuticals (NASDAQ:VRTX – Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The pharmaceutical company reported $5.03 earnings per share for the quarter, missing the consensus estimate of $5.05 by ($0.02). The business had revenue of $3.19 billion during the quarter, compared to analysts’ expectations of $3.18 billion. Vertex Pharmaceuticals had a net margin of 31.35% and a return on equity of 23.51%. The business’s revenue was up 9.5% on a year-over-year basis. During the same period in the previous year, the business earned $3.98 EPS. Equities analysts forecast that Vertex Pharmaceuticals Incorporated will post 15.63 earnings per share for the current fiscal year.
About Vertex Pharmaceuticals
Vertex Pharmaceuticals Inc is a Boston-based biotechnology company focused on the discovery, development and commercialization of therapies for serious diseases. Founded in 1989, Vertex built its reputation on research-driven drug development and is best known for its work in cystic fibrosis (CF), where its portfolio of small-molecule CFTR modulators transformed standards of care for many people with the disease. The company operates research and development, manufacturing and commercial organizations and serves patients and healthcare systems in multiple international markets.
Vertex’s marketed products center on CFTR modulators that target the underlying cause of cystic fibrosis rather than just treating symptoms.
Read More
- Five stocks we like better than Vertex Pharmaceuticals
- Nvidia CEO Issues Bold Tesla Call
- Your Bank Account Is No Longer Safe
- NEW LAW: Congress Approves Setup For Digital Dollar?
- Buy this Gold Stock Before May 2026
- What a Former CIA Agent Knows About the Coming Collapse
Want to see what other hedge funds are holding VRTX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report).
Receive News & Ratings for Vertex Pharmaceuticals Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vertex Pharmaceuticals and related companies with MarketBeat.com's FREE daily email newsletter.
