BN
BNTC
Benitec Biopharma Inc.
$11.18
+1.18%
$384.1M
No data for this timeframe.
Vol
Market Cap$384.1M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders42 funds
Inst. Value$155.0M
Inst. Activity11 buys / 1 sells
SEC Reports4
Press Releases1
Recent Activity
Jun 11, 2026
SEC
Four institutional investors, primarily mega-passive managers, increased their BNTC positions in Q4 2025, with aggregate
INST-CLUSTER — Impact 3/10
Jun 11, 2026
SEC
Three mega-passive institutional investors (BlackRock, State Street, Fidelity) collectively added $6.1M in BNTC during Q
INST-CLUSTER — Impact 3/10
May 26, 2026
Insider
Friedman David Matthew was granted 35,000 shares
Director
May 14, 2026
SEC
Benitec Biopharma reported Q3 fiscal 2026 results with a net loss of $11.9M ($0.24/share), narrower than the year-ago lo
8-K — Impact 4/10
Inst.
STATE STREET CORP — ADD
338,249 shares ($3.6M)
Inst.
Russell Investments Group, Ltd. — DOUBLED
116,190 shares ($1.2M)
May 14, 2026
earnings
Benitec Biopharma Releases Third Quarter 2026 Financial Results and Provides Operational Update
Benitec Q3 Earnings Release
Mar 10, 2026
Press
Benitec Biopharma presented updated clinical results for its BB-301 gene therapy in patients with Oculopharyngeal Muscul
Impact 8/10
Price Targets
$25.80
+130.8% upside
Strong Buy
Current $11.18
Low $18.00
Median $25.00
High $32.00
5 analysts
$18.00
$32.00
Analyst Ratings
5Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Evercore ISI Group | INITIATE | Outperform |
| Mar 9, 2026 | HC Wainwright & Co. | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.28 ▲ +4.8% | $-0.35 — $-0.25 | 34% YoY | 5 |
| Next Q | $-0.28 ▲ +9.7% | $-0.31 — $-0.25 | -27% YoY | 3 |
| Current FY | $-1.00 ▲ +11.1% | $-1.07 — $-0.96 | 5% YoY | 5 |
| Next FY | $-1.15 ▼ -1.9% | $-1.29 — $-1.02 | -15% YoY | 3 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
Four institutional investors, primarily mega-passive managers, increased their BNTC positions in Q4 2025, with aggregate
Jun 11, 2026
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutional investors (BlackRock, State Street, Fidelity) collectively added $6.1M in BNTC during Q
Jun 11, 2026
BULLISH
Press
8/10
Benitec Biopharma presented updated clinical results for its BB-301 gene therapy in patients with Oculopharyngeal Muscul
Mar 10, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| JANUS HENDERSON GROUP PLC | $30.7M | — |
| FRANKLIN RESOURCES INC | $25.3M | — |
| ADAGE CAPITAL PARTNERS GP, | $22.6M | DOUBLED |
| RA CAPITAL MANAGEMENT, L.P. | $19.7M | NEW |
| BlackRock, Inc. | $12.6M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 26, 2026 | Friedman David | A | $0.00 |
42 institutional holders with $155.0M total value (14,545,071 shares) as of 2026-Q1. Top holders: JANUS, FRANKLIN, ADAGE. Net buying activity: 11 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | 2,876,380 | $30.7M | 19.8% | — |
| 2 | FRANKLIN RESOURCES INC | 2,378,159 | $25.3M | 16.3% | — |
| 3 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2,120,672 | $22.6M | 14.6% | DOUBLED +134.4% |
| 4 | RA CAPITAL MANAGEMENT, L.P. | 1,850,000 | $19.7M | 12.7% | NEW |
| 5 | BlackRock, Inc. | 1,185,741 | $12.6M | 8.1% | ADD +31.6% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 931,556 | $9.9M | 6.4% | — |
| 7 | Alyeska Investment Group, L.P. | 750,000 | $8.0M | 5.2% | NEW |
| 8 | BALYASNY ASSET MANAGEMENT L.P. | 653,835 | $7.0M | 4.5% | — |
| 9 | STATE STREET CORP | 338,249 | $3.6M | 2.3% | ADD +38.0% |
| 10 | AMERIPRISE FINANCIAL INC | 318,346 | $3.4M | 2.2% | ADD +81.8% |
| 11 | GOLDMAN SACHS GROUP INC | 215,476 | $2.3M | 1.5% | — |
| 12 | VANGUARD FIDUCIARY TRUST CO | 171,753 | $1.8M | 1.2% | — |
| 13 | CITADEL ADVISORS LLC | 171,722 | $1.8M | 1.2% | — |
| 14 | Russell Investments Group, Ltd. | 116,190 | $1.2M | 0.8% | DOUBLED +1768.6% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 114,746 | $1.2M | 0.8% | — |
| 16 | MARSHALL WACE, LLP | 71,832 | $765.0K | 0.5% | DOUBLED +101.3% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 61,411 | $654.0K | 0.4% | ADD +35.6% |
| 18 | Nuveen, LLC | 41,814 | $445.3K | 0.3% | DOUBLED +122.7% |
| 19 | MORGAN STANLEY | 29,270 | $311.7K | 0.2% | TRIM -50.2% |
| 20 | RHUMBLINE ADVISERS | 20,445 | $217.7K | 0.1% | DOUBLED +11114.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| STATE STREET CORP | ADD | 245,051 | 338,249 | +38.0% | $3.6M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 6,218 | 116,190 | +1768.6% | $1.2M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 35,688 | 71,832 | +101.3% | $765.0K | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 45,274 | 61,411 | +35.6% | $654.0K | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 18,779 | 41,814 | +122.7% | $445.3K | 2026-Q1 |
| MORGAN STANLEY | TRIM | 58,812 | 29,270 | -50.2% | $311.7K | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 12,307 | 20,102 | +63.3% | $214.1K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 12,125 | 17,376 | +43.3% | $185.1K | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 6,902 | 9,083 | +31.6% | $96.7K | 2026-Q1 |
| FMR LLC | ADD | 1,311 | 1,654 | +26.2% | $17.6K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 147 | 196 | +33.3% | $2.1K | 2026-Q1 |
| CWM, LLC | DOUBLED | 9 | 68 | +655.6% | $724.00 | 2026-Q1 |
| CWM, LLC | TRIM | 17 | 9 | -47.1% | — | 2025-Q4 |
| RA CAPITAL MANAGEMENT, L.P. | NEW | — | 1,850,000 | — | $24.9M | 2025-Q4 |
| Alyeska Investment Group, L.P. | NEW | — | 750,000 | — | $10.1M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | ADD | 154,414 | 280,727 | +81.8% | $3.8M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 16,117 | 58,812 | +264.9% | $792.2K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 9,133 | 16,262 | +78.1% | $219.0K | 2025-Q4 |
| DEUTSCHE BANK AG\ | TRIM | 16,745 | 12,307 | -26.5% | $165.8K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 7,560 | 12,125 | +60.4% | $163.3K | 2025-Q4 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 5 | 147 | +2840.0% | $2.0K | 2025-Q4 |
| BlackRock, Inc. | ADD | 718,690 | 945,515 | +31.6% | $13.3M | 2025-Q3 |
| STATE STREET CORP | ADD | 161,073 | 218,398 | +35.6% | $3.1M | 2025-Q3 |
| AMERIPRISE FINANCIAL INC | ADD | 109,925 | 154,414 | +40.5% | $2.2M | 2025-Q3 |
| UBS Group AG | DOUBLED | 17,884 | 99,941 | +458.8% | $1.4M | 2025-Q3 |
1 unique insiders with 1 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 26, 2026 | Friedman David Matthew | Director | AWARD | 35,000 | — | — |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 4.0/10.
NEUTRAL
INST-CLUSTER
3/10
Four institutional investors, primarily mega-passive managers, increased their BNTC positions in Q4
Jun 11, 2026
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutional investors (BlackRock, State Street, Fidelity) collectively added $6
Jun 11, 2026
NEUTRAL
8-K
4/10
Benitec Biopharma reported Q3 fiscal 2026 results with a net loss of $11.9M ($0.24/share), narrower
May 14, 2026
BULLISH
PRESS-RELEASE
6/10
Benitec Biopharma reported Q3 FY2026 (March 31, 2026) net loss of $0.24/share, beating consensus of
May 14, 2026
Current analyst consensus: Strong Buy (92% buy). Based on 13 analysts: 5 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$25.80 mean target
+130.8% upside
Strong Buy (1.17)
$18.00 Low
$32.00 High
| Metric | Value |
|---|---|
| Current Price | $11.18 |
| Target Low | $18.00 |
| Target Mean | $25.80 |
| Target Median | $25.00 |
| Target High | $32.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (1.17) |
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 |
$-0.28 | $-0.35 | $-0.25 | 33.8% | +4.8% | 2↑ 2↓ | $0.0B | 0.0% | 5 |
| Next Q 2026-09-30 |
$-0.28 | $-0.31 | $-0.25 | -27.3% | +9.7% | 3↑ 0↓ | $0.0B | 0.0% | 3 |
| Current FY 2026-06-30 |
$-1.00 | $-1.07 | $-0.96 | 4.8% | +11.1% | 4↑ 0↓ | $0.0B | 0.0% | 5 |
| Next FY 2027-06-30 |
$-1.15 | $-1.29 | $-1.02 | -14.7% | -1.9% | 3↑ 0↓ | $0.0B | 0.0% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.278 | |
| 7d ago | $-0.285 | +0.007 |
| 30d ago | $-0.292 | +0.014 |
| 60d ago | $-0.292 | +0.014 |
| 90d ago | $-0.302 | +0.024 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Evercore ISI Group | INITIATE | — | Outperform |
| Mar 9, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 7 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% |
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 14, 2026
earnings
Benitec Biopharma Releases Third Quarter 2026 Financial Results and Provides Operational Update
Benitec Q3 Earnings Release
May 12, 2026
earnings_calendar
BNTC Q3 2026 Earnings Scheduled — 2026-05-12
Mar 10, 2026
fda
Benitec Biopharma to Host Industry Forum Breakfast Event at the 2026 Muscular Dystrophy Association Clinical and Scientific Conference on March 10, 2026, Highlighting Continued Progress for BB-301, the Only Clinical-Stage Therapeutic in Development for Oculopharyngeal Muscular Dystrophy (OPMD)
<p align="left">HAYWARD, Calif., March 10, 2026 (GLOBE NEWSWIRE) -- Benitec Biopharma Inc. (NASDAQ: BNTC) (“Benitec” or “Company”), a clinical-stage