EXEL

EXELIXIS, INC.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0000939767
$53.13 -0.69% $13.4B
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)24 New Institutional Positions24 Institutional Exits
Vol
Market Cap$13.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (58%)
Inst. Holders50 funds
Inst. Value$7.3B
Inst. Activity24 buys / 24 sells
Insider Activity0B / 12S
Insider Net $-$18.5M
SEC Reports10
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0000939767·Prev Close $53.50

Recent Activity

Dec 3, 2026 fda_pdufa
PDUFA: EXEL — zanzalintinib in previously treated metastatic CRC — 2026-12-03
FDA target action date 2026-12-03 for EXEL (EXELIXIS, INC.). Drug: zanzalintinib. Indication: previo
Jun 3, 2026 SEC
Two Exelixis directors sold a total of ~$690K in open-market transactions over a 7-day window, representing ~0.006% of t
CLUSTER — Impact 2/10
Jun 1, 2026 Insider
Eckhardt Sue Gail sold 9,812 shares
Director @ $50.14 ($492.0K)
Jun 1, 2026 Insider
WYSZOMIERSKI JACK L sold 3,925 shares
Director @ $50.55 ($198.4K)
May 29, 2026 SEC
Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, while seven directors received non-cash st
CLUSTER — Impact 3/10
May 29, 2026 SEC
Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, with no insider buying. The sales are mode
CLUSTER — Impact 3/10
May 27, 2026 Insider
JOHNSON DAVID EDWARD was granted 19,133 shares
Director
Inst.
Invesco Ltd. — TRIM
4,314,381 shares ($185.0M)

Price Targets

$49.00 -7.8% upside Sell
Current $53.13 Low $40.00 Median $50.00 High $62.00 16 analysts
$40.00 $62.00

Analyst Ratings

Hold58% buy · 26 analysts
6Strong Buy
9Buy
10Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy
May 6, 2026 TD Cowen MAINTAIN Buy → Buy
May 6, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 6, 2026 Stifel MAINTAIN Hold → Hold
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.86 $0.77 — $0.92 14% YoY 9
Next Q $0.90 $0.76 — $0.95 16% YoY 9
Current FY $3.57 $3.18 — $3.72 16% YoY 11
Next FY $4.05 $2.99 — $4.94 13% YoY 11

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.3B
RENAISSANCE TECHNOLOGIES LLC$588.8M
FARALLON CAPITAL MANAGEMENT LLC$562.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$518.3M
VANGUARD CAPITAL MANAGEMENT LLC$482.9M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Eckhardt SueSELL$492.0K
Jun 1, 2026WYSZOMIERSKI JACKSELL$198.4K
May 27, 2026JOHNSON DAVIDA$0.00
May 27, 2026Freire MariaA$0.00
May 27, 2026POSTE GEORGEA$0.00
50 institutional holders with $7.3B total value (171,174,714 shares) as of 2026-Q1. Top holders: BlackRock,, RENAISSANCE, FARALLON.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.30,816,309$1.3B18.0%
2RENAISSANCE TECHNOLOGIES LLC13,726,993$588.8M8.0%
3FARALLON CAPITAL MANAGEMENT LLC13,111,010$562.3M7.7%
4VANGUARD PORTFOLIO MANAGEMENT LLC12,085,273$518.3M7.1%
5VANGUARD CAPITAL MANAGEMENT LLC11,258,984$482.9M6.6%
6STATE STREET CORP10,298,439$441.7M6.0%
7FULLER & THALER ASSET MANAGEMENT, INC.8,542,236$366.4M5.0%
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,834,625$207.4M2.8%
9Invesco Ltd.4,314,381$185.0M2.5%TRIM -28.7%
10DIMENSIONAL FUND ADVISORS LP4,299,597$184.4M2.5%
11MORGAN STANLEY4,178,236$179.2M2.4%ADD +31.0%
12Nuveen, LLC3,782,734$162.2M2.2%ADD +55.6%
13D. E. Shaw & Co., Inc.3,603,063$154.5M2.1%
14ASSETMARK, INC3,388,920$145.4M2.0%
15LOS ANGELES CAPITAL MANAGEMENT LLC3,102,634$133.1M1.8%DOUBLED +174.3%
16CAISSE DE DEPOT ET PLACEMENT DU QUEBEC2,542,819$109.1M1.5%
17FIRST TRUST ADVISORS LP2,534,992$108.7M1.5%ADD +62.0%
18FMR LLC2,326,390$99.8M1.4%
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,318,236$99.4M1.4%
20TWO SIGMA INVESTMENTS, LP2,206,212$94.6M1.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM6,054,7434,314,381-28.7%$185.0M2026-Q1
Nuveen, LLCADD2,431,4833,782,734+55.6%$162.2M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED1,131,0183,102,634+174.3%$133.1M2026-Q1
FIRST TRUST ADVISORS LPADD1,564,8482,534,992+62.0%$108.7M2026-Q1
FRANKLIN RESOURCES INCADD1,320,4941,663,917+26.0%$71.4M2026-Q1
BANK OF AMERICA CORP /DE/TRIM2,222,9181,644,737-26.0%$70.5M2026-Q1
JUPITER ASSET MANAGEMENT LTDTRIM2,037,698967,409-52.5%$41.5M2026-Q1
Allianz Asset Management GmbHTRIM1,459,550954,551-34.6%$40.9M2026-Q1
Gotham Asset Management, LLCADD724,434919,870+27.0%$39.5M2026-Q1
JANUS HENDERSON GROUP PLCADD633,844913,802+44.2%$39.2M2026-Q1
Pictet Asset Management Holding SAADD486,022628,601+29.3%$26.4M2026-Q1
CAPITAL FUND MANAGEMENT S.A.TRIM654,892479,693-26.8%$20.6M2026-Q1
PRUDENTIAL FINANCIAL INCADD351,890463,825+31.8%$19.9M2026-Q1
Trexquant Investment LPADD218,400390,818+78.9%$16.8M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM492,847360,201-26.9%$15.4M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainDOUBLED40,590334,487+724.1%$14.3M2026-Q1
Merit Financial Group, LLCDOUBLED86,956318,113+265.8%$13.6M2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED99,099312,296+215.1%$13.4M2026-Q1
MARSHALL WACE, LLPNEW300,013$12.9M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCADD122,016173,762+42.4%$7.5M2026-Q1
HighTower Advisors, LLCDOUBLED48,504156,765+223.2%$6.7M2026-Q1
Clark Capital Management Group, Inc.TRIM311,082142,980-54.0%$6.1M2026-Q1
OMERS ADMINISTRATION CorpADD69,56288,362+27.0%$3.8M2026-Q1
MACKENZIE FINANCIAL CORPADD43,68570,427+61.2%$3.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED3,42669,836+1938.4%$3.0M2026-Q1
15 unique insiders with 38 transactions. Net insider value: -$18.5M ($0.00 bought, $18.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Eckhardt Sue GailDirectorSELL9,812$50.14$492.0K
Jun 1, 2026WYSZOMIERSKI JACK LDirectorSELL3,925$50.55$198.4K
May 27, 2026JOHNSON DAVID EDWARDDirectorAWARD19,133
May 27, 2026Freire Maria CDirectorAWARD8,367
May 27, 2026POSTE GEORGEDirectorAWARD8,367
May 27, 2026WYSZOMIERSKI JACK LDirectorAWARD8,367
May 27, 2026Oliver BobDirectorAWARD8,367
May 27, 2026Beckerle Mary CDirectorAWARD8,367
May 27, 2026Smith JulieDirectorAWARD8,367
May 27, 2026Heyman Tomas J.DirectorAWARD8,367
May 27, 2026Eckhardt Sue GailDirectorAWARD8,367
May 27, 2026PAPADOPOULOS STELIOSDirectorAWARD8,367
May 26, 2026Aftab DanaEVP, Research and DevelopmentSELL43,451$50.35$2.2M
May 20, 2026Haley Patrick J.EVP, CommercialSELL32,110$49.81$1.6M
May 18, 2026Hefti BrendaSVP and General CounselSELL6,625$50.21$332.6K
May 18, 2026Senner Christopher J.EVP and CFOSELL34,901$50.00$1.7M
May 18, 2026MORRISSEY MICHAELPresident and CEOGIFT124,047
May 15, 2026Aftab DanaEVP, Research and DevelopmentTAX W/H30,578$51.10$1.6M
May 15, 2026Haley Patrick J.EVP, CommercialTAX W/H33,265$51.10$1.7M
May 15, 2026Hefti BrendaSVP and General CounselTAX W/H6,411$51.10$327.6K
May 15, 2026Senner Christopher J.EVP and CFOTAX W/H40,892$51.10$2.1M
May 15, 2026MORRISSEY MICHAELPresident and CEOTAX W/H128,497$51.10$6.6M
May 7, 2026POSTE GEORGEDirectorSELL60,000$45.71$2.7M
May 7, 2026Beckerle Mary CDirectorEXERCISE3,856$23.24$89.6K
May 7, 2026Beckerle Mary CDirectorSELL7,712$48.45$373.6K
May 7, 2026Freire Maria CDirectorEXERCISE20,634$19.77$407.9K
May 7, 2026Freire Maria CDirectorSELL20,634$46.00$949.2K
May 6, 2026MORRISSEY MICHAELPresident and CEOGIFT109,676
Feb 26, 2026Haley Patrick J.EVP, CommercialAWARD40,459
Feb 26, 2026MORRISSEY MICHAELPresident and CEOAWARD160,437
Feb 26, 2026Hefti BrendaSVP and General CounselAWARD23,119
Feb 26, 2026Aftab DanaEVP, Research and DevelopmentAWARD52,018
Feb 26, 2026Senner Christopher J.EVP and CFOAWARD52,018
Feb 24, 2026MORRISSEY MICHAELPresident and CEOGIFT100,278
Feb 24, 2026Aftab DanaEVP, Research and DevelopmentSELL47,918$44.50$2.1M
Feb 19, 2026Aftab DanaEVP, Research and DevelopmentSELL29,873$44.35$1.3M
Feb 18, 2026WYSZOMIERSKI JACK LDirectorEXERCISE20,634$19.77$407.9K
Feb 18, 2026WYSZOMIERSKI JACK LDirectorSELL99,574$44.01$4.4M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (58% buy). Based on 26 analysts: 6 strong buy, 9 buy, 10 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$49.00 mean target -7.8% upside Sell (2.16)
$40.00 Low $62.00 High
MetricValue
Current Price$53.13
Target Low$40.00
Target Mean$49.00
Target Median$50.00
Target High$62.00
# Analysts16
RecommendationSell (2.16)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.86 $0.77 $0.92 14.4% +0.0% 9↑ 1↓ $0.6B 11.4% 9
Next Q
2026-09-30
$0.90 $0.76 $0.95 16.0% +0.0% 7↑ 3↓ $0.7B 10.7% 9
Current FY
2026-12-31
$3.57 $3.18 $3.72 15.9% +0.0% 9↑ 2↓ $2.6B 11.9% 11
Next FY
2027-12-31
$4.05 $2.99 $4.94 13.4% +0.0% 8↑ 3↓ $2.9B 12.4% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.858
7d ago$0.858
30d ago$0.858
60d ago$0.826+0.032
90d ago$0.813+0.045
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
May 6, 2026 TD Cowen MAINTAIN Buy Buy
May 6, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 6, 2026 Stifel MAINTAIN Hold Hold
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 20, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 2, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 12, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Feb 11, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 11, 2026 Stifel MAINTAIN Hold Hold
Feb 11, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 4, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 3, 2026 HC Wainwright & Co. REITERATE Buy Buy
Feb 2, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 27, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Jan 8, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Jan 8, 2026 Morgan Stanley DOWNGRADE Overweight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202669101058%
May 1, 202669101058%
Apr 1, 202669111056%
Mar 1, 202669111056%
Feb 1, 202669111056%
Jan 1, 2026610110059%
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.

Dec 3, 2026
fda_pdufa
PDUFA: EXEL — zanzalintinib in previously treated metastatic CRC — 2026-12-03
FDA target action date 2026-12-03 for EXEL (EXELIXIS, INC.). Drug: zanzalintinib. Indication: previously treated metastatic CRC. PDUFA target action d
Jun 5, 2026
short_volume
Short Volume: EXEL — 65.7% short (0.6M / 0.9M)
Short: 595,121 | Exempt: 1,576 | TRF Vol: 906,273 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: EXEL — 63.5% short (0.6M / 1.0M)
Short: 633,321 | Exempt: 643 | TRF Vol: 996,732 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: EXEL — 61.8% short (0.8M / 1.3M)
Short: 808,965 | Exempt: 1,364 | TRF Vol: 1,308,110 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: EXEL — 2.6M shares, 50,352 trades
Week starting 2026-05-25. Total ATS volume: 2,645,661 shares across 50,352 trades.
May 18, 2026
dark_pool
Dark Pool: EXEL — 3.0M shares, 54,514 trades
Week starting 2026-05-18. Total ATS volume: 3,002,307 shares across 54,514 trades.
May 11, 2026
dark_pool
Dark Pool: EXEL — 3.6M shares, 67,956 trades
Week starting 2026-05-11. Total ATS volume: 3,601,538 shares across 67,956 trades.
May 6, 2026
short_volume
Short Volume: EXEL — 65.4% short (1.5M / 2.3M)
Short: 1,527,715 | Exempt: 4,960 | TRF Vol: 2,336,060 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
EXEL Q1 2026 Earnings After Market Close — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: EXEL — 4.5M shares, 85,197 trades
Week starting 2026-05-04. Total ATS volume: 4,521,332 shares across 85,197 trades.
May 2, 2026
Clinical Trial
Cabozantinib in Patients With Metastatic Castrate Resistant Prostate Cancer (mCRPC)
Phase Phase 2 — TERMINATED
Apr 29, 2026
short_volume
Short Volume: EXEL — 63.8% short (0.4M / 0.6M)
Short: 361,057 | Exempt: 0 | TRF Vol: 566,078 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: EXEL — 63.7% short (0.4M / 0.6M)
Short: 383,300 | Exempt: 200 | TRF Vol: 601,298 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: EXEL — 62.1% short (0.5M / 0.8M)
Short: 480,341 | Exempt: 400 | TRF Vol: 773,494 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: EXEL — 2.6M shares, 58,888 trades
Week starting 2026-04-27. Total ATS volume: 2,618,286 shares across 58,888 trades.
Apr 24, 2026
short_volume
Short Volume: EXEL — 74.2% short (0.6M / 0.8M)
Short: 578,795 | Exempt: 95 | TRF Vol: 780,169 | Short Ratio: 74.2% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
Clinical Trial
Multiple Doses and Regimens of Cabozantinib in Subjects With Grade IV Astrocytic Tumors in First or Second Relapse
Phase Phase 2 — TERMINATED