Xponance LLC Boosts Stock Position in Vertex Pharmaceuticals Incorporated $VRTX

Xponance LLC boosted its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) by 5.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 65,773 shares of the pharmaceutical company’s stock after acquiring an additional 3,282 shares during the quarter. Xponance LLC’s holdings in Vertex Pharmaceuticals were worth $29,819,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Earned Wealth Advisors LLC boosted its stake in Vertex Pharmaceuticals by 3.3% in the 4th quarter. Earned Wealth Advisors LLC now owns 650 shares of the pharmaceutical company’s stock worth $295,000 after purchasing an additional 21 shares during the period. Confluence Wealth Services Inc. boosted its stake in Vertex Pharmaceuticals by 4.0% in the 4th quarter. Confluence Wealth Services Inc. now owns 545 shares of the pharmaceutical company’s stock worth $247,000 after purchasing an additional 21 shares during the period. Childress Capital Advisors LLC boosted its stake in Vertex Pharmaceuticals by 3.1% in the 4th quarter. Childress Capital Advisors LLC now owns 730 shares of the pharmaceutical company’s stock worth $331,000 after purchasing an additional 22 shares during the period. Central Pacific Bank Trust Division boosted its stake in Vertex Pharmaceuticals by 0.5% in the 4th quarter. Central Pacific Bank Trust Division now owns 5,026 shares of the pharmaceutical company’s stock worth $2,279,000 after purchasing an additional 24 shares during the period. Finally, Glenview Trust Co boosted its stake in Vertex Pharmaceuticals by 0.3% in the 4th quarter. Glenview Trust Co now owns 7,005 shares of the pharmaceutical company’s stock worth $3,176,000 after purchasing an additional 24 shares during the period. Hedge funds and other institutional investors own 90.96% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on VRTX shares. Barclays increased their target price on shares of Vertex Pharmaceuticals from $607.00 to $615.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Oppenheimer increased their target price on shares of Vertex Pharmaceuticals from $540.00 to $600.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 10th. Royal Bank Of Canada increased their target price on shares of Vertex Pharmaceuticals from $541.00 to $543.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 5th. Wall Street Zen downgraded shares of Vertex Pharmaceuticals from a “buy” rating to a “hold” rating in a research report on Saturday, May 30th. Finally, Weiss Ratings upgraded shares of Vertex Pharmaceuticals from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, May 18th. Twenty-two research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $555.91.

Insider Activity

In other news, Director Sangeeta N. Bhatia sold 318 shares of the firm’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $423.73, for a total transaction of $134,746.14. Following the transaction, the director owned 4,924 shares in the company, valued at approximately $2,086,446.52. This trade represents a 6.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Joy Liu sold 1,104 shares of the firm’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $425.02, for a total transaction of $469,222.08. Following the transaction, the executive vice president owned 20,729 shares in the company, valued at $8,810,239.58. This represents a 5.06% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 11,133 shares of company stock worth $4,973,106. 0.20% of the stock is owned by corporate insiders.

Vertex Pharmaceuticals Trading Up 2.1%

Vertex Pharmaceuticals stock opened at $445.04 on Friday. The company has a market capitalization of $112.95 billion, a P/E ratio of 26.40, a P/E/G ratio of 1.86 and a beta of 0.30. The firm’s fifty day simple moving average is $437.19 and its 200-day simple moving average is $452.38. Vertex Pharmaceuticals Incorporated has a 1-year low of $362.50 and a 1-year high of $507.92.

Vertex Pharmaceuticals (NASDAQ:VRTX) last released its quarterly earnings results on Monday, May 4th. The pharmaceutical company reported $4.47 earnings per share for the quarter, beating analysts’ consensus estimates of $4.24 by $0.23. The business had revenue of $2.99 billion for the quarter, compared to the consensus estimate of $2.99 billion. Vertex Pharmaceuticals had a net margin of 35.51% and a return on equity of 23.86%. Vertex Pharmaceuticals’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter last year, the firm earned $4.06 EPS. On average, equities research analysts predict that Vertex Pharmaceuticals Incorporated will post 17.02 earnings per share for the current year.

Vertex Pharmaceuticals News Summary

Here are the key news stories impacting Vertex Pharmaceuticals this week:

• Positive Sentiment: Vertex announced new data on CASGEVY, including the first European presentation of results in children ages 5–11 with severe sickle cell disease or transfusion-dependent beta thalassemia, with outcomes consistent with the therapy’s established profile in older patients. The company also disclosed additional global regulatory submissions, which could support future sales growth. Article: Vertex Presents New Data on CASGEVY®, Including First European Presentation of Data in Children Ages 5–11, at the European Hematology Association Congress and Announces Additional Global Regulatory Submissions
• Positive Sentiment: Investor sentiment improved after articles highlighted Vertex as a stock Wall Street continues to favor despite a “death cross” technical signal, suggesting some traders see the company’s long-term fundamentals as strong enough to ignore the bearish chart pattern. Article: The Death Cross Is Lying: Why Wall Street Is Still Loading Up on Hershey and Vertex
• Neutral Sentiment: Vertex’s share price recently rebounded after a prior pullback, with market wrap-up pieces noting it rose above the broader market and closed at $444.41 after a 2% gain. Article: Vertex Pharmaceuticals (VRTX) Rises Higher Than Market: Key Facts
• Neutral Sentiment: Vertex also presented at the Goldman Sachs Global Healthcare Conference, which may have helped keep the stock in focus, but no major new financial guidance was disclosed in the available summary. Article: Vertex Pharmaceuticals Incorporated (VRTX) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
• Negative Sentiment: Erste Group Bank slightly lowered its FY2027 EPS estimate for Vertex to $19.24 from $19.36, a small but negative read-through for future earnings expectations. Article: Vertex Pharmaceuticals Incorporated (VRTX) – Earnings Estimate Cut

Vertex Pharmaceuticals Profile

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.