Q3 EPS Estimates for Disc Medicine Cut by HC Wainwright

Disc Medicine, Inc. (NASDAQ:IRON) – Analysts at HC Wainwright cut their Q3 2026 earnings estimates for shares of Disc Medicine in a research report issued on Thursday, August 6th. HC Wainwright analyst D. Tsao now expects that the company will post earnings of ($1.71) per share for the quarter, down from their prior forecast of ($1.70). HC Wainwright has a “Buy” rating and a $120.00 price objective on the stock. The consensus estimate for Disc Medicine’s current full-year earnings is ($6.61) per share. HC Wainwright also issued estimates for Disc Medicine’s Q4 2026 earnings at ($1.74) EPS, FY2026 earnings at ($6.64) EPS, FY2027 earnings at ($6.47) EPS and FY2028 earnings at ($4.62) EPS.

Several other brokerages have also recently weighed in on IRON. Morgan Stanley increased their price target on Disc Medicine from $80.00 to $85.00 and gave the company an “overweight” rating in a research note on Monday, June 15th. Wall Street Zen raised Disc Medicine from a “sell” rating to a “hold” rating in a research note on Saturday, August 1st. Wedbush restated an “outperform” rating and set a $88.00 target price on shares of Disc Medicine in a research report on Wednesday, June 10th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Disc Medicine in a research report on Friday, July 17th. Ten equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Disc Medicine presently has a consensus rating of “Moderate Buy” and a consensus target price of $106.00.

Disc Medicine Stock Performance

Shares of Disc Medicine stock opened at $81.21 on Monday. The company has a quick ratio of 24.14, a current ratio of 24.14 and a debt-to-equity ratio of 0.09. Disc Medicine has a twelve month low of $40.00 and a twelve month high of $99.50. The stock has a market cap of $3.12 billion, a price-to-earnings ratio of -12.34 and a beta of 1.00. The company’s fifty day moving average is $73.98 and its 200 day moving average is $69.85.

Disc Medicine (NASDAQ:IRON) last released its quarterly earnings results on Thursday, July 30th. The company reported ($1.54) earnings per share (EPS) for the quarter, beating the consensus estimate of ($1.71) by $0.17.

Institutional Trading of Disc Medicine

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Arizona State Retirement System lifted its stake in Disc Medicine by 2.2% during the 4th quarter. Arizona State Retirement System now owns 6,798 shares of the company’s stock valued at $540,000 after acquiring an additional 144 shares in the last quarter. Police & Firemen s Retirement System of New Jersey grew its stake in shares of Disc Medicine by 3.3% in the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 6,716 shares of the company’s stock worth $533,000 after acquiring an additional 215 shares in the last quarter. AlphaCentric Advisors LLC grew its stake in shares of Disc Medicine by 5.8% in the 1st quarter. AlphaCentric Advisors LLC now owns 3,972 shares of the company’s stock worth $254,000 after acquiring an additional 216 shares in the last quarter. Kennedy Capital Management LLC raised its holdings in shares of Disc Medicine by 3.3% in the fourth quarter. Kennedy Capital Management LLC now owns 9,324 shares of the company’s stock valued at $740,000 after purchasing an additional 296 shares during the last quarter. Finally, State of Wyoming purchased a new stake in shares of Disc Medicine in the second quarter valued at about $25,000. 83.70% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, insider Rahul Khara sold 7,500 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $70.22, for a total transaction of $526,650.00. Following the transaction, the insider owned 52,173 shares in the company, valued at approximately $3,663,588.06. This represents a 12.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO John D. Quisel sold 34,000 shares of the stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $70.21, for a total transaction of $2,387,140.00. Following the transaction, the chief executive officer directly owned 226,064 shares in the company, valued at $15,871,953.44. This trade represents a 13.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 110,712 shares of company stock valued at $7,997,536 over the last ninety days. 3.76% of the stock is owned by corporate insiders.

Disc Medicine Company Profile

Disc Medicine, Inc (NASDAQ: IRON) is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company’s pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.