SION
Sionna Therapeutics, Inc.
$35.92
-0.36%
$1.6B
No data for this timeframe.
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$729.0M
Inst. Activity7 buys / 2 sells
Insider Activity0B / 22S
Insider Net $-$80.3M
SEC Reports8
Press Releases2
Recent Activity
Jun 11, 2026
SEC
Vanguard, BlackRock, and State Street added substantial positions in Sionna Therapeutics during Q3 2025, reflecting broa
INST-CLUSTER — Impact 4/10
May 30, 2026
SEC
Two directors sold a combined $9K in SION stock on May 27, 2026, a trivial amount relative to the $1.9B market cap. The
CLUSTER — Impact 2/10
May 29, 2026
SEC
OrbiMed Advisors LLC filed a Form 144 on May 29, 2026, signaling intent to sell 1,082,480 shares of Sionna Therapeutics
144 — Impact 6/10
May 27, 2026
other
Sionna Therapeutics to Participate in Upcoming June 2026 Investor Conferences
<p align="left">WALTHAM, Mass., May 27, 2026 (GLOBE NEWSWIRE) -- Sionna Therapeutics, Inc. (Nasdaq
May 27, 2026
Insider
ORBIMED ADVISORS LLC sold 101 shares
Director @ $44.49 ($4.5K)
May 27, 2026
Insider
Thompson Peter A. sold 101 shares
Director @ $44.49 ($4.5K)
May 11, 2026
Insider
ORBIMED ADVISORS LLC sold 184,639 shares
Director @ $46.22 ($8.5M)
Inst.
JENNISON ASSOCIATES LLC — ADD
1,451,220 shares ($58.2M)
Price Targets
$51.60
+43.7% upside
Strong Buy
Current $35.92
Low $23.00
Median $54.00
High $63.00
10 analysts
$23.00
$63.00
Analyst Ratings
7Strong Buy
7Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | Citizens | REITERATE | Market Outperform → Market Outperform |
| May 20, 2026 | Freedom Broker | DOWNGRADE | Buy → Hold |
| May 18, 2026 | Stifel | MAINTAIN | Buy → Buy |
| May 13, 2026 | BTIG | REITERATE | Buy → Buy |
| May 5, 2026 | Wedbush | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.64 ▼ -20.4% | $-0.69 — $-0.61 | -56% YoY | 9 |
| Next Q | $-0.65 ▼ -20.6% | $-1.13 — $-0.49 | -42% YoY | 9 |
| Current FY | $-2.54 ▼ -15.2% | $-3.43 — $-2.16 | -35% YoY | 9 |
| Next FY | $-2.80 ▼ -8.6% | $-4.64 — $-1.98 | -10% YoY | 9 |
Latest Reports
NEUTRAL
INST-CLUSTER
4/10
Vanguard, BlackRock, and State Street added substantial positions in Sionna Therapeutics during Q3 2025, reflecting broa
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
Two directors sold a combined $9K in SION stock on May 27, 2026, a trivial amount relative to the $1.9B market cap. The
May 30, 2026
MIXED
Press
6/10
Sionna Therapeutics announced completion of patient enrollment in its Phase 2a PreciSION CF trial evaluating SION-719, a
Apr 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | $397.1M | NEW |
| JENNISON ASSOCIATES LLC | $58.2M | ADD |
| BlackRock, Inc. | $52.0M | ADD |
| CITADEL ADVISORS LLC | $46.8M | TRIM |
| VANGUARD CAPITAL MANAGEMENT LLC | $41.3M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 27, 2026 | ORBIMED ADVISORS | SELL | $4.5K |
| May 27, 2026 | Thompson Peter | SELL | $4.5K |
| May 11, 2026 | ORBIMED ADVISORS | SELL | $8.5M |
| May 11, 2026 | Thompson Peter | SELL | $8.5M |
| May 8, 2026 | ORBIMED ADVISORS | SELL | $2.7M |
50 institutional holders with $729.0M total value (18,939,546 shares) as of 2026-Q1. Top holders: RA, JENNISON, BlackRock,. Net buying activity: 7 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | 9,905,045 | $397.1M | 54.5% | NEW |
| 2 | JENNISON ASSOCIATES LLC | 1,451,220 | $58.2M | 8.0% | ADD +30.1% |
| 3 | BlackRock, Inc. | 1,295,867 | $52.0M | 7.1% | ADD +52.9% |
| 4 | CITADEL ADVISORS LLC | 1,166,931 | $46.8M | 6.4% | TRIM -72.3% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,029,497 | $41.3M | 5.7% | — |
| 6 | STATE STREET CORP | 756,227 | $30.3M | 4.2% | DOUBLED +188.7% |
| 7 | BAKER BROS. ADVISORS LP | 400,000 | $16.0M | 2.2% | — |
| 8 | GOLDMAN SACHS GROUP INC | 263,174 | $10.6M | 1.4% | — |
| 9 | FRANKLIN RESOURCES INC | 175,483 | $7.0M | 1.0% | TRIM -27.5% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 150,000 | $6.0M | 0.8% | — |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 142,081 | $5.7M | 0.8% | — |
| 12 | Point72 Asset Management, L.P. | 136,549 | $5.5M | 0.8% | — |
| 13 | Alyeska Investment Group, L.P. | 136,222 | $5.5M | 0.7% | TRIM -26.8% |
| 14 | MORGAN STANLEY | 133,023 | $5.3M | 0.7% | DOUBLED +166.7% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 120,253 | $4.8M | 0.7% | ADD +43.6% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 112,175 | $4.5M | 0.6% | — |
| 17 | TD ASSET MANAGEMENT INC | 82,996 | $3.3M | 0.5% | TRIM -26.8% |
| 18 | AMERIPRISE FINANCIAL INC | 81,974 | $3.3M | 0.5% | TRIM -33.6% |
| 19 | FMR LLC | 81,395 | $3.3M | 0.4% | DOUBLED +21096.6% |
| 20 | DRIEHAUS CAPITAL MANAGEMENT LLC | 76,633 | $3.1M | 0.4% | TRIM -74.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | ADD | 1,115,278 | 1,451,220 | +30.1% | $58.2M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 49,876 | 133,023 | +166.7% | $5.3M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | TRIM | 113,352 | 82,996 | -26.8% | $3.3M | 2026-Q1 |
| FMR LLC | DOUBLED | 384 | 81,395 | +21096.6% | $3.3M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 21,941 | 48,419 | +120.7% | $1.9M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 10,029 | 13,249 | +32.1% | $531.2K | 2026-Q1 |
| Invesco Ltd. | NEAR_EXIT | 111,162 | 10,787 | -90.3% | $432.5K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 48 | 241 | +402.1% | $9.7K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 5 | 16 | +220.0% | $641.00 | 2026-Q1 |
| BlackRock, Inc. | ADD | 844,605 | 1,291,599 | +52.9% | $53.1M | 2025-Q4 |
| STATE STREET CORP | DOUBLED | 240,199 | 693,395 | +188.7% | $28.5M | 2025-Q4 |
| FRANKLIN RESOURCES INC | TRIM | 242,147 | 175,483 | -27.5% | $7.2M | 2025-Q4 |
| Alyeska Investment Group, L.P. | TRIM | 186,222 | 136,222 | -26.8% | $5.6M | 2025-Q4 |
| TD ASSET MANAGEMENT INC | ADD | 87,082 | 113,352 | +30.2% | $4.7M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | TRIM | 153,151 | 101,643 | -33.6% | $4.2M | 2025-Q4 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 32,080 | 69,424 | +116.4% | $2.9M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 22,837 | 49,876 | +118.4% | $2.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 6,541 | 43,567 | +566.1% | $1.8M | 2025-Q4 |
| Nuveen, LLC | ADD | 16,040 | 23,734 | +48.0% | $976.4K | 2025-Q4 |
| Russell Investments Group, Ltd. | DOUBLED | 1,022 | 21,941 | +2046.9% | $902.7K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 7,576 | 17,551 | +131.7% | $722.0K | 2025-Q4 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 5,643 | 8,915 | +58.0% | $367.1K | 2025-Q4 |
| Legal & General Group Plc | NEAR_EXIT | 7,374 | 1,682 | -77.2% | $69.2K | 2025-Q4 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 637,760 | 831,373 | +30.4% | $34.2K | 2025-Q4 |
| FMR LLC | ADD | 234 | 384 | +64.1% | $15.8K | 2025-Q4 |
3 unique insiders with 23 transactions. Net insider value: -$80.3M ($0.00 bought, $80.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 101 | $44.49 | $4.5K |
| May 27, 2026 | Thompson Peter A. | Director | SELL | 101 | $44.49 | $4.5K |
| May 11, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 184,639 | $46.22 | $8.5M |
| May 11, 2026 | Thompson Peter A. | Director | SELL | 184,639 | $46.22 | $8.5M |
| May 8, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 59,767 | $44.58 | $2.7M |
| May 8, 2026 | Thompson Peter A. | Director | SELL | 59,767 | $44.58 | $2.7M |
| May 7, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 48,546 | $44.61 | $2.2M |
| May 7, 2026 | Thompson Peter A. | Director | SELL | 48,546 | $44.61 | $2.2M |
| Apr 18, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 2,948 | $44.52 | $131.2K |
| Apr 18, 2026 | Thompson Peter A. | Director | SELL | 2,948 | $44.52 | $131.2K |
| Apr 17, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 52,397 | $44.68 | $2.3M |
| Apr 17, 2026 | Thompson Peter A. | Director | SELL | 52,397 | $44.68 | $2.3M |
| Apr 16, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 226,906 | $45.34 | $10.3M |
| Apr 16, 2026 | Thompson Peter A. | Director | SELL | 226,906 | $45.34 | $10.3M |
| Apr 15, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 235,863 | $44.64 | $10.5M |
| Apr 15, 2026 | Thompson Peter A. | Director | SELL | 235,863 | $44.64 | $10.5M |
| Apr 14, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 47,814 | $44.51 | $2.1M |
| Apr 14, 2026 | Thompson Peter A. | Director | SELL | 47,814 | $44.51 | $2.1M |
| Mar 5, 2026 | Fitzpatrick Jennifer | Chief Legal Officer | EXERCISE | 10,250 | $6.11 | $62.6K |
| Feb 3, 2026 | Thompson Peter A. | Director | SELL | 29,063 | $44.58 | $1.3M |
| Feb 3, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 29,063 | $44.58 | $1.3M |
| Feb 2, 2026 | Thompson Peter A. | Director | SELL | 1,890 | $44.57 | $84.2K |
| Feb 2, 2026 | ORBIMED ADVISORS LLC | Director | SELL | 1,890 | $44.57 | $84.2K |
8 SEC filing reports analyzed. Sentiment: 0 bullish, 4 bearish, 0 mixed, 4 neutral. Avg impact: 5.4/10.
NEUTRAL
INST-CLUSTER
4/10
Vanguard, BlackRock, and State Street added substantial positions in Sionna Therapeutics during Q3 2
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
Two directors sold a combined $9K in SION stock on May 27, 2026, a trivial amount relative to the $1
May 30, 2026
BEARISH
144
6/10
OrbiMed Advisors LLC filed a Form 144 on May 29, 2026, signaling intent to sell 1,082,480 shares of
May 29, 2026
NEUTRAL
8-K
5/10
Sionna Therapeutics reported Q1 2026 financial results with a net loss of $26.8M ($-0.60/share), wid
May 12, 2026
NEUTRAL
PRESS-RELEASE
6/10
Sionna reported Q1 2026 GAAP EPS of -$0.60, a 3.2% beat vs consensus of -$0.62, but net loss widened
May 12, 2026
BEARISH
CLUSTER
7/10
Two Sionna directors (OrbiMed Advisors and Peter Thompson) sold a combined $26.7M of stock over thre
May 11, 2026
BEARISH
CLUSTER
6/10
Two company insiders, both directors, sold shares in a concentrated 7-day window, totaling $12.63 mi
Apr 22, 2026
BEARISH
CLUSTER
7/10
Two directors, ORBIMED ADVISORS LLC and Thompson Peter A., each sold approximately 235,900 shares of
Apr 16, 2026
Current analyst consensus: Strong Buy (82% buy). Based on 17 analysts: 7 strong buy, 7 buy, 2 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$51.60 mean target
+43.7% upside
Strong Buy (1.55)
$23.00 Low
$63.00 High
| Metric | Value |
|---|---|
| Current Price | $35.92 |
| Target Low | $23.00 |
| Target Mean | $51.60 |
| Target Median | $54.00 |
| Target High | $63.00 |
| # Analysts | 10 |
| Recommendation | Strong Buy (1.55) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.64 | $-0.69 | $-0.61 | -56.1% | -20.4% | 0↑ 6↓ | $0.0B | 0.0% | 9 |
| Next Q 2026-09-30 |
$-0.65 | $-1.13 | $-0.49 | -41.5% | -20.6% | 0↑ 5↓ | $0.0B | 0.0% | 9 |
| Current FY 2026-12-31 |
$-2.54 | $-3.43 | $-2.16 | -35.3% | -15.2% | 0↑ 8↓ | $0.0B | 0.0% | 9 |
| Next FY 2027-12-31 |
$-2.80 | $-4.64 | $-1.98 | -10.1% | -8.6% | 0↑ 6↓ | $0.0B | 0.0% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.640 | |
| 7d ago | $-0.640 | |
| 30d ago | $-0.531 | -0.109 |
| 60d ago | $-0.531 | -0.109 |
| 90d ago | $-0.530 | -0.110 |
8 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 3 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | Citizens | REITERATE | Market Outperform | Market Outperform |
| May 20, 2026 | Freedom Broker | DOWNGRADE | Buy | Hold |
| May 18, 2026 | Stifel | MAINTAIN | Buy | Buy |
| May 13, 2026 | BTIG | REITERATE | Buy | Buy |
| May 5, 2026 | Wedbush | INITIATE | — | Outperform |
| Apr 28, 2026 | Jones Trading | MAINTAIN | Buy | Buy |
| Apr 27, 2026 | BTIG | REITERATE | Buy | Buy |
| Mar 3, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Mar 2, 2026 | BTIG | REITERATE | Buy | Buy |
| Feb 24, 2026 | Citizens | INITIATE | — | Market Outperform |
| Jan 14, 2026 | BTIG | REITERATE | Buy | Buy |
| Jan 7, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Dec 23, 2025 | LifeSci Capital | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 7 | 2 | 1 | 0 | 82% | |
| May 1, 2026 | 6 | 8 | 1 | 1 | 0 | 88% | |
| Apr 1, 2026 | 6 | 8 | 1 | 1 | 0 | 88% | |
| Mar 1, 2026 | 6 | 8 | 1 | 1 | 0 | 88% | |
| Feb 1, 2026 | 6 | 6 | 1 | 1 | 0 | 86% | |
| Jan 1, 2026 | 6 | 6 | 1 | 1 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 27, 2026
other
Sionna Therapeutics to Participate in Upcoming June 2026 Investor Conferences
<p align="left">WALTHAM, Mass., May 27, 2026 (GLOBE NEWSWIRE) -- Sionna Therapeutics, Inc. (Nasdaq: SION), a clinical-stage biopharmaceutical compan
May 18, 2026
earnings_calendar
SION Q1 2026 Earnings Scheduled — 2026-05-18
May 13, 2026
other
Sionna Therapeutics to Participate in the 2026 RBC Capital Markets Global Healthcare Conference
<p align="left">WALTHAM, Mass., May 13, 2026 (GLOBE NEWSWIRE) -- Sionna Therapeutics, Inc. (Nasdaq: SION), a clinical-stage biopharmaceutical compan
May 12, 2026
earnings
Sionna Therapeutics Reports First Quarter 2026 Financial Results
<p align="center"><em>Enrollment completed in the PreciSION CF Phase 2a proof-of-concept trial evaluating NBD1 stabilizer SION-719 as an add-on to sta
May 11, 2026
earnings_calendar
SION Q1 2026 Earnings Scheduled — 2026-05-11
May 4, 2026
earnings_calendar
SION Q1 2026 Earnings Scheduled — 2026-05-04
Apr 27, 2026
fda
Sionna Therapeutics Completes Enrollment in PreciSION CF Phase 2a Trial Evaluating NBD1 Stabilizer, SION-719, Added to Standard of Care in Participants with Cystic Fibrosis
Topline data is on track for anticipated readout in the summer of 2026 <pre>Topline data is on track for anticipated readout in the summer of 2026</pr
Apr 14, 2026
short_volume
Short Volume: SION — 55.2% short (0.3M / 0.5M)
Short: 278,278 | Exempt: 0 | TRF Vol: 504,254 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
other
Sionna Therapeutics to Participate in the Raymond James 2026 Biotech Innovation Symposium
<p>WALTHAM, Mass., April 07, 2026 (GLOBE NEWSWIRE) -- Sionna Therapeutics, Inc. (Nasdaq: SION), a clinical-stage biopharmaceutical company on a miss
Apr 6, 2026
short_interest
FTD: SION — 15,308 shares ($0.6M) failed to deliver
Settlement: 20260406, Price: $40.49, FTD Value: $619,820.92, SIONNA THERAPEUTICS INC COM
Apr 1, 2026
short_interest
FTD: SION — 22,220 shares ($0.9M) failed to deliver
Settlement: 20260401, Price: $40.09, FTD Value: $890,799.8, SIONNA THERAPEUTICS INC COM
Mar 16, 2026
earnings_calendar
SION Q4 2025 Earnings Scheduled — 2026-03-16
Mar 2, 2026
earnings
Sionna Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results
<p align="center"><em>Ongoing PreciSION CF Phase 2a proof-of-concept trial evaluating NBD1 stabilizer SION-719 as an add-on to standard of care in par
Feb 11, 2026
short_interest
FTD: SION — 20,054 shares ($0.8M) failed to deliver
Settlement: 20260211, Price: $38.02, FTD Value: $762,453.08, SIONNA THERAPEUTICS INC COM