AGIO

AGIOS PHARMACEUTICALS, INC.

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001439222
$29.46 +2.58% $1.8B
Insider Selling Cluster (6 insiders)14 New Institutional Positions16 Institutional Exits
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$1.4B
Inst. Activity14 buys / 16 sells
Insider Activity0B / 8S
Insider Net $-$1.2M
SEC Reports5
Press Releases3
Congressional1 trades
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001439222·Prev Close $28.72

Recent Activity

Jun 13, 2026 fda
Agios Showcases RISE UP Phase 3 Results at EHA 2026 Plenary Session Reinforcing Strong Anti-Hemolytic Profile of Mitapivat in Sickle Cell Disease
Agios showcases RISE UP Phase 3 results at EHA 2026 Plenary Session reinforcing strong anti-hemolyti
Apr 29, 2026 SEC
Agios reported Q1 2026 revenue of $20.7M, more than doubling from $8.7M a year ago, driven by the U.S. launch of AQVESME
8-K — Impact 5/10
Apr 29, 2026 SEC
Agios Pharmaceuticals reported Q1 2026 revenue of $20.7M (beat $13.6M consensus by 53%) and EPS of -$1.69 (beat -$1.79 c
PRESS-RELEASE — Impact 6/10
Apr 24, 2026 SEC
Agios Pharmaceuticals has filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. This is a ro
DEFA14A — Impact 2/10
Apr 22, 2026 Event
AQVESME
WARNING: HEPATOCELLULAR INJURY AQVESME can cause serious hepatocellular injury. Measure liver labora
Apr 2, 2026 Insider
Burns James William sold 3,280 shares
Chief Legal Officer @ $34.71 ($113.8K)
Apr 2, 2026 Insider
Burns James William acquired via exercise 8,500 shares
Chief Legal Officer
Apr 2, 2026 Insider
Gheuens Sarah sold 2,940 shares
Chief Medical Officer @ $34.71 ($102.0K)

Price Targets

$40.25 +36.6% upside Strong Buy
Current $29.46 Low $28.00 Median $38.00 High $59.00 8 analysts
$28.00 $59.00

Analyst Ratings

Buy75% buy · 16 analysts
5Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 29, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 30, 2026 Truist Securities MAINTAIN Buy → Buy
Apr 21, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 20, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-1.67 ▼ -6.1% $-2.01 — $-1.48 13% YoY 8
Next Q $-1.49 ▼ -2.2% $-1.78 — $-1.31 16% YoY 10
Current FY $-6.18 ▼ -3.5% $-7.21 — $-5.50 13% YoY 8
Next FY $-4.77 ▼ -2.0% $-6.16 — $-3.84 23% YoY 10

Top Institutional Holders

FundValueMove
BlackRock, Inc.$194.7M
FARALLON CAPITAL MANAGEMENT LLC$192.3M
STATE STREET CORP$113.7MADD
D. E. Shaw &$90.7MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$89.1M

Recent Insider Trades

DateInsiderTypeValue
Apr 2, 2026Burns JamesSELL$113.8K
Apr 2, 2026Burns JamesM$0.00
Apr 2, 2026Gheuens SarahSELL$102.0K
Apr 2, 2026Gheuens SarahM$0.00
Apr 2, 2026Jones CeciliaSELL$109.0K

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
50 institutional holders with $1.4B total value (40,643,264 shares) as of 2026-Q1. Top holders: BlackRock,, FARALLON, STATE. Net selling activity: 16 institutions trimmed/exited vs 14 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,754,957$194.7M14.3%
2FARALLON CAPITAL MANAGEMENT LLC5,684,000$192.3M14.1%
3STATE STREET CORP3,364,879$113.7M8.3%ADD +37.4%
4D. E. Shaw & Co., Inc.2,681,169$90.7M6.7%DOUBLED +399.6%
5VANGUARD CAPITAL MANAGEMENT LLC2,632,316$89.1M6.5%
6VANGUARD PORTFOLIO MANAGEMENT LLC2,611,035$88.3M6.5%
7Erste Asset Management GmbH2,704,900$80.1M5.9%
8BNP Paribas Asset Management Holding S.A.1,580,840$53.5M3.9%
9NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,494,435$50.6M3.7%
10SUSQUEHANNA INTERNATIONAL GROUP, LLP1,344,953$45.5M3.3%
11DIMENSIONAL FUND ADVISORS LP1,151,614$38.9M2.9%
12MORGAN STANLEY967,525$32.7M2.4%DOUBLED +114.4%
13GOLDMAN SACHS GROUP INC805,776$27.3M2.0%
14Nuveen, LLC722,348$24.4M1.8%DOUBLED +142.5%
15WELLINGTON MANAGEMENT GROUP LLP641,486$21.7M1.6%NEAR_EXIT -75.8%
16CITADEL ADVISORS LLC619,613$21.0M1.5%
17BANK OF AMERICA CORP /DE/507,900$17.2M1.3%TRIM -52.3%
18Artisan Partners Limited Partnership481,516$16.3M1.2%ADD +25.2%
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC477,032$16.1M1.2%
20Connor, Clark & Lunn Investment Management Ltd.450,093$15.2M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Nuveen, LLCDOUBLED297,908722,348+142.5%$24.4M2026-Q1
MARSHALL WACE, LLPADD353,639448,118+26.7%$15.2M2026-Q1
Legal & General Group PlcADD328,211423,915+29.2%$14.3M2026-Q1
PANAGORA ASSET MANAGEMENT INCDOUBLED79,840238,468+198.7%$8.1M2026-Q1
CAPITAL FUND MANAGEMENT S.A.DOUBLED35,788129,531+261.9%$4.4M2026-Q1
Pictet Asset Management Holding SATRIM205,019128,814-37.2%$3.8M2026-Q1
Trexquant Investment LPTRIM226,60075,298-66.8%$2.5M2026-Q1
Assenagon Asset Management S.A.TRIM110,44067,153-39.2%$2.3M2026-Q1
SEI INVESTMENTS CODOUBLED14,35263,550+342.8%$2.1M2026-Q1
Hudson Bay Capital Management LPTRIM100,00051,830-48.2%$1.8M2026-Q1
DEUTSCHE BANK AG\TRIM122,87550,384-59.0%$1.7M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM70,25650,046-28.8%$1.7M2026-Q1
Capital International InvestorsNEAR_EXIT703,86548,616-93.1%$1.6M2026-Q1
Russell Investments Group, Ltd.ADD24,67939,710+60.9%$1.3M2026-Q1
Brevan Howard Capital Management LPADD19,33624,469+26.5%$866.6K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD18,20024,400+34.1%$825.5K2026-Q1
TD ASSET MANAGEMENT INCTRIM57,29223,732-58.6%$802.9K2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM27,69719,115-31.0%$646.7K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEAR_EXIT635,06918,009-97.2%$609.2K2026-Q1
Rockefeller Capital Management L.P.NEAR_EXIT211,42814,875-93.0%$503.2K2026-Q1
NOMURA HOLDINGS INCTRIM12,3559,176-25.7%$310.4K2026-Q1
FMR LLCTRIM24,3349,121-62.5%$308.6K2026-Q1
PRUDENTIAL FINANCIAL INCNEAR_EXIT81,0559,045-88.8%$306.0K2026-Q1
CWM, LLCDOUBLED4841,281+164.7%$43.3K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED300950+216.7%$32.1K2026-Q1
7 unique insiders with 34 transactions. Net insider value: -$1.2M ($0.00 bought, $1.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 2, 2026Burns James WilliamChief Legal OfficerSELL3,280$34.71$113.8K
Apr 2, 2026Burns James WilliamChief Legal OfficerEXERCISE8,500
Apr 2, 2026Gheuens SarahChief Medical OfficerSELL2,940$34.71$102.0K
Apr 2, 2026Gheuens SarahChief Medical OfficerEXERCISE8,500
Apr 2, 2026Jones CeciliaChief Financial OfficerSELL3,141$34.71$109.0K
Apr 2, 2026Jones CeciliaChief Financial OfficerEXERCISE8,500
Apr 2, 2026Milanova TsvetaChief Commercial OfficerSELL3,262$34.71$113.2K
Apr 2, 2026Milanova TsvetaChief Commercial OfficerEXERCISE8,500
Apr 2, 2026Viswanadhan KrishnanChief Corp Dev & StrategySELL2,959$34.71$102.7K
Apr 2, 2026Viswanadhan KrishnanChief Corp Dev & StrategyEXERCISE8,100
Apr 2, 2026Goff BrianChief Executive OfficerSELL12,472$34.71$432.9K
Apr 2, 2026Goff BrianChief Executive OfficerEXERCISE25,528
Mar 5, 2026Viswanadhan KrishnanChief Corp Dev & StrategyEXERCISE8,100
Mar 5, 2026Viswanadhan KrishnanChief Corp Dev & StrategySELL2,959$27.80$82.3K
Mar 3, 2026Washburn Theodore James Jr.Principal Accounting OfficerSELL5,272$28.88$152.3K
Mar 2, 2026Goff BrianChief Executive OfficerEXERCISE8,500
Mar 2, 2026Gheuens SarahChief Medical OfficerEXERCISE4,000
Mar 2, 2026Jones CeciliaChief Financial OfficerEXERCISE2,000
Mar 2, 2026Milanova TsvetaChief Commercial OfficerEXERCISE5,666
Mar 2, 2026Washburn Theodore James Jr.Principal Accounting OfficerEXERCISE2,350
Mar 2, 2026Burns James WilliamChief Legal OfficerEXERCISE4,000
Mar 1, 2026Viswanadhan KrishnanChief Corp Dev & StrategyAWARD14,000
Mar 1, 2026Viswanadhan KrishnanChief Corp Dev & StrategyAWARD52,000
Mar 1, 2026Goff BrianChief Executive OfficerAWARD48,000
Mar 1, 2026Gheuens SarahChief Medical OfficerAWARD14,000
Mar 1, 2026Gheuens SarahChief Medical OfficerAWARD52,000
Mar 1, 2026Milanova TsvetaChief Commercial OfficerAWARD14,000
Mar 1, 2026Washburn Theodore James Jr.Principal Accounting OfficerAWARD8,452
Mar 1, 2026Goff BrianChief Executive OfficerAWARD174,000
Mar 1, 2026Burns James WilliamChief Legal OfficerAWARD14,000
Mar 1, 2026Burns James WilliamChief Legal OfficerAWARD52,000
Mar 1, 2026Jones CeciliaChief Financial OfficerAWARD14,000
Mar 1, 2026Jones CeciliaChief Financial OfficerAWARD52,000
Mar 1, 2026Milanova TsvetaChief Commercial OfficerAWARD52,000
Current analyst consensus: Buy (75% buy). Based on 16 analysts: 5 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$40.25 mean target +36.6% upside Strong Buy (1.60)
$28.00 Low $59.00 High
MetricValue
Current Price$29.46
Target Low$28.00
Target Mean$40.25
Target Median$38.00
Target High$59.00
# Analysts8
RecommendationStrong Buy (1.60)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-1.67 $-2.01 $-1.48 13.3% -6.1% 0↑ 1↓ $0.0B 111.8% 8
Next Q
2026-09-30
$-1.49 $-1.78 $-1.31 16.1% -2.2% 1↑ 0↓ $0.0B 159.8% 10
Current FY
2026-12-31
$-6.18 $-7.21 $-5.50 13.2% -3.5% 0↑ 1↓ $0.1B 125.6% 8
Next FY
2027-12-31
$-4.77 $-6.16 $-3.84 23.4% -2.0% 1↑ 1↓ $0.3B 110.6% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-1.673
7d ago$-1.644-0.029
30d ago$-1.576-0.097
60d ago$-1.685+0.012
90d ago$-1.697+0.024
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 JP Morgan MAINTAIN Neutral Neutral
May 29, 2026 B of A Securities MAINTAIN Buy Buy
Apr 30, 2026 Truist Securities MAINTAIN Buy Buy
Apr 21, 2026 B of A Securities MAINTAIN Buy Buy
Apr 20, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Apr 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 1, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Mar 5, 2026 Citigroup MAINTAIN Buy Buy
Feb 12, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Jan 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Dec 26, 2025 Leerink Partners MAINTAIN Outperform Outperform
Dec 24, 2025 Truist Securities MAINTAIN Buy Buy
Dec 24, 2025 B of A Securities MAINTAIN Buy Buy
Dec 24, 2025 HC Wainwright & Co. MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265740075%
May 1, 20265740075%
Apr 1, 20265740075%
Mar 1, 20265740075%
Feb 1, 20265740075%
Jan 1, 20265740075%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 3, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Agios Pharmaceuticals IncApr 8, 2026 (37d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 13, 2026
fda
Agios Showcases RISE UP Phase 3 Results at EHA 2026 Plenary Session Reinforcing Strong Anti-Hemolytic Profile of Mitapivat in Sickle Cell Disease
Agios showcases RISE UP Phase 3 results at EHA 2026 Plenary Session reinforcing strong anti-hemolytic profile of mitapivat in sickle cell disease
Jun 1, 2026
contract
Agios Enters Exclusive Global License Agreement with Oscotec to Develop and Commercialize Next-Generation SYK Inhibitor Cevidoplenib
Agios announces an agreement with Oscotec to license the exclusive global rights to cevidoplenib, a novel, next generation, oral SYK inhibitor
May 29, 2026
fda
Agios Provides Update on Phase 2b Trial of Tebapivat in Lower-Risk Myelodysplastic Syndromes
Agios provides update on Phase 2b trial of tebapivat in lower-risk myelodysplastic syndromes
May 22, 2026
other
Agios’ PYRUKYND® (mitapivat) Approved in the European Union for Adults with Thalassemia
PYRUKYND (mitapivat) approved in the European Union for adults with thalassemia
May 12, 2026
other
Agios Submits sNDA to FDA for U.S. Accelerated Approval of Mitapivat in Sickle Cell Disease
Agios announces the submission of its sNDA to the FDA for the U.S. accelerated approval of mitapivat in sickle cell disease
May 12, 2026
other
Agios to Present New Data at EHA 2026 Reinforcing the Significant Therapeutic Impact of Mitapivat Across Multiple Rare Hemolytic Anemias
Agios announces new data on mitapivat will be featured in oral and poster presentations at EHA 2026 in Stockholm, Sweden, June 11-14, 2026
May 2, 2026
Clinical Trial
A Study of AG-348 in Adult Participants With Pyruvate Kinase (PK) Deficiency
Phase Phase 2 — COMPLETED
Apr 29, 2026
earnings
Agios Reports First Quarter 2026 Financial Results and Provides Business Update
Agios announces first quarter 2026 financial results and provides business update.
Apr 29, 2026
earnings_calendar
AGIO Q1 2026 Earnings Scheduled — 2026-04-29
Apr 22, 2026
FDA
AQVESME
WARNING: HEPATOCELLULAR INJURY AQVESME can cause serious hepatocellular injury. Measure liver laboratory tests (ALT, AST, alkaline phosphatase, and to
Apr 6, 2026
earnings
Agios to Host First Quarter 2026 Financial Results Conference Call and Webcast on April 29 at 8:00 a.m. ET
Agios will report its first quarter 2026 financial results and business highlights on Wednesday, April 29, 2026.
Mar 31, 2026
short_volume
Short Volume: AGIO — 58.1% short (0.9M / 1.5M)
Short: 883,872 | Exempt: 1,585 | TRF Vol: 1,522,539 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
short_volume
Short Volume: AGIO — 89.3% short (0.5M / 0.5M)
Short: 450,696 | Exempt: 1,622 | TRF Vol: 504,947 | Short Ratio: 89.3% | Off-exchange volume (dark pool + OTC)
Dec 7, 2025
fda_pdufa
PDUFA: AGIO — PYRUKYND in non transfusion-dependent and transfusion-dependent alpha- or beta-thalassemia — 2025-12-07
FDA target action date 2025-12-07 for AGIO (AGIOS PHARMACEUTICALS, INC.). Drug: PYRUKYND. Indication: non transfusion-dependent and transfusion-depend