FDMT
4D Molecular Therapeutics, Inc.
$8.83
-0.06%
$461.6M
No data for this timeframe.
Vol
Market Cap$461.6M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$318.4M
Inst. Activity7 buys / 6 sells
Insider Activity0B / 2S
Insider Net $-$21.9K
SEC Reports2
Press Releases1
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001650648·Prev Close $8.84
Recent Activity
Jun 12, 2026
other
4DMT Announces New Employment Inducement Grants
<p>EMERYVILLE, Calif., June 12, 2026 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT,
Jun 1, 2026
Insider
Kirn David sold 1,922 shares
See Remarks @ $10.02 ($19.3K)
May 14, 2026
SEC
The SEC declared effective 4D Molecular Therapeutics' S-3 shelf registration (File No. 333-295650) on May 13, 2026, allo
EFFECT — Impact 4/10
May 7, 2026
SEC
4DMT filed a $400M shelf registration (S-3) to replace an expiring shelf, with $200M carried forward and $200M newly reg
S-3 — Impact 4/10
Mar 25, 2026
Insider
Kirn David was granted 750,000 shares
Chief Executive Officer
Mar 25, 2026
Insider
Simms Christopher Paul was granted 219,000 shares
See Remarks
Inst.
ADAGE CAPITAL PARTNERS GP, — ADD
1,605,156 shares ($14.9M)
Inst.
Nuveen, LLC — DOUBLED
561,805 shares ($5.2M)
Price Targets
$28.22
+219.6% upside
Strong Buy
Current $8.83
Low $17.00
Median $29.00
High $36.00
9 analysts
$17.00
$36.00
Analyst Ratings
5Strong Buy
9Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 20, 2026 | HC Wainwright & Co. | REITERATE | Buy → Buy |
| Mar 19, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Mar 19, 2026 | Chardan Capital | MAINTAIN | Buy → Buy |
| Jan 28, 2026 | Barclays | INITIATE | Overweight |
| Dec 18, 2025 | Chardan Capital | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-1.01 ▼ -2.7% | $-1.10 — $-0.87 | -3% YoY | 8 |
| Next Q | $-1.01 ▼ -3.3% | $-1.13 — $-0.82 | -0% YoY | 8 |
| Current FY | $-3.92 ▼ -2.5% | $-4.27 — $-3.04 | -62% YoY | 9 |
| Next FY | $-3.72 ▲ +3.4% | $-4.63 — $-1.55 | 5% YoY | 8 |
Latest Reports
NEUTRAL
EFFECT
4/10
The SEC declared effective 4D Molecular Therapeutics' S-3 shelf registration (File No. 333-295650) on May 13, 2026, allo
May 14, 2026
NEUTRAL
S-3
4/10
4DMT filed a $400M shelf registration (S-3) to replace an expiring shelf, with $200M carried forward and $200M newly reg
May 7, 2026
NEUTRAL
Press
3/10
4D Molecular Therapeutics reported full-year 2025 financial results and provided operational updates. The press release
Mar 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| JANUS HENDERSON GROUP PLC | $48.9M | DOUBLED |
| RA CAPITAL MANAGEMENT, L.P. | $47.0M | — |
| GOLDMAN SACHS GROUP INC | $39.2M | — |
| BlackRock, Inc. | $38.6M | — |
| STATE STREET CORP | $25.2M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Kirn David | SELL | $19.3K |
| Mar 25, 2026 | Kirn David | A | $0.00 |
| Mar 25, 2026 | Simms Christopher | A | $0.00 |
| Mar 25, 2026 | Bizily Scott | A | $0.00 |
| Mar 20, 2026 | Gupta Ashoo | SELL | $2.7K |
50 institutional holders with $318.4M total value (34,208,544 shares) as of 2026-Q1. Top holders: JANUS, RA, GOLDMAN. Net buying activity: 7 institutions added/increased vs 6 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | 5,247,151 | $48.9M | 15.3% | DOUBLED +164.4% |
| 2 | RA CAPITAL MANAGEMENT, L.P. | 5,049,779 | $47.0M | 14.8% | — |
| 3 | GOLDMAN SACHS GROUP INC | 4,205,438 | $39.2M | 12.3% | — |
| 4 | BlackRock, Inc. | 4,145,303 | $38.6M | 12.1% | — |
| 5 | STATE STREET CORP | 2,707,875 | $25.2M | 7.9% | DOUBLED +197.5% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2,195,578 | $20.4M | 6.4% | — |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,605,156 | $14.9M | 4.7% | ADD +30.0% |
| 8 | FEDERATED HERMES, INC. | 1,432,260 | $13.3M | 4.2% | ADD +33.4% |
| 9 | BANK OF AMERICA CORP /DE/ | 974,173 | $9.1M | 2.8% | — |
| 10 | DEUTSCHE BANK AG\ | 708,044 | $6.6M | 2.1% | ADD +29.6% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 578,265 | $5.4M | 1.7% | ADD +63.8% |
| 12 | Nuveen, LLC | 561,805 | $5.2M | 1.6% | DOUBLED +253.9% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 555,829 | $5.2M | 1.6% | — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 522,823 | $4.9M | 1.5% | ADD +77.3% |
| 15 | RTW INVESTMENTS, LP | 475,737 | $4.4M | 1.4% | — |
| 16 | MORGAN STANLEY | 345,410 | $3.2M | 1.0% | TRIM -48.7% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 328,379 | $3.1M | 1.0% | — |
| 18 | Invesco Ltd. | 310,684 | $2.9M | 0.9% | DOUBLED +102.9% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 269,295 | $2.5M | 0.8% | — |
| 20 | RAYMOND JAMES FINANCIAL INC | 266,147 | $2.5M | 0.8% | ADD +54.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | 1,235,156 | 1,605,156 | +30.0% | $14.9M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 158,769 | 561,805 | +253.9% | $5.2M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 294,841 | 522,823 | +77.3% | $4.9M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 672,695 | 345,410 | -48.7% | $3.2M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 153,142 | 310,684 | +102.9% | $2.9M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 296,199 | 83,333 | -71.9% | $775.8K | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 20,009 | 28,274 | +41.3% | $263.2K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 11,280 | 27,589 | +144.6% | $256.9K | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 27,758 | 16,728 | -39.7% | $155.7K | 2026-Q1 |
| ExodusPoint Capital Management, LP | TRIM | 39,175 | 15,529 | -60.4% | $144.6K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | ADD | 3,251 | 5,751 | +76.9% | $53.5K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | NEAR_EXIT | 7,175 | 1,462 | -79.6% | $13.6K | 2026-Q1 |
| Point72 Asset Management, L.P. | EXIT | 1,539,860 | 0 | -100.0% | $0.00 | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | DOUBLED | 1,753,367 | 4,635,875 | +164.4% | $34.7M | 2025-Q4 |
| STATE STREET CORP | DOUBLED | 903,774 | 2,688,880 | +197.5% | $20.2M | 2025-Q4 |
| Point72 Asset Management, L.P. | NEW | — | 1,539,860 | — | $11.5M | 2025-Q4 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 175,000 | 1,235,156 | +605.8% | $9.3M | 2025-Q4 |
| DEUTSCHE BANK AG\ | ADD | 543,331 | 704,207 | +29.6% | $5.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 313,186 | 512,900 | +63.8% | $3.8M | 2025-Q4 |
| Assenagon Asset Management S.A. | TRIM | 663,657 | 296,199 | -55.4% | $2.2M | 2025-Q4 |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 58,006 | 294,841 | +408.3% | $2.2M | 2025-Q4 |
| Nuveen, LLC | ADD | 93,919 | 158,769 | +69.0% | $1.2M | 2025-Q4 |
| D. E. Shaw & Co., Inc. | DOUBLED | 10,100 | 111,822 | +1007.1% | $838.7K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 30,989 | 46,620 | +50.4% | $349.6K | 2025-Q4 |
| MARSHALL WACE, LLP | NEAR_EXIT | 145,907 | 27,758 | -81.0% | $208.2K | 2025-Q4 |
4 unique insiders with 6 transactions. Net insider value: -$21.9K ($0.00 bought, $21.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Kirn David | See Remarks | SELL | 1,922 | $10.02 | $19.3K |
| Mar 25, 2026 | Kirn David | Chief Executive Officer | AWARD | 750,000 | — | — |
| Mar 25, 2026 | Simms Christopher Paul | See Remarks | AWARD | 219,000 | — | — |
| Mar 25, 2026 | Bizily Scott | Chief Legal Officer | AWARD | 217,000 | — | — |
| Mar 20, 2026 | Gupta Ashoo | VP, Finance and Controller | SELL | 310 | $8.61 | $2.7K |
| Mar 20, 2026 | Gupta Ashoo | VP, Finance and Controller | EXERCISE | 865 | — | — |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.
Current analyst consensus: Strong Buy (82% buy). Based on 17 analysts: 5 strong buy, 9 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$28.22 mean target
+219.6% upside
Strong Buy (1.55)
$17.00 Low
$36.00 High
| Metric | Value |
|---|---|
| Current Price | $8.83 |
| Target Low | $17.00 |
| Target Mean | $28.22 |
| Target Median | $29.00 |
| Target High | $36.00 |
| # Analysts | 9 |
| 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 |
$-1.01 | $-1.10 | $-0.87 | -3.2% | -2.7% | 3↑ 5↓ | $0.0B | 17633.3% | 8 |
| Next Q 2026-09-30 |
$-1.01 | $-1.13 | $-0.82 | -0.3% | -3.3% | 4↑ 4↓ | $0.0B | 2919.0% | 8 |
| Current FY 2026-12-31 |
$-3.92 | $-4.27 | $-3.04 | -62.0% | -2.5% | 4↑ 4↓ | $0.0B | -86.4% | 9 |
| Next FY 2027-12-31 |
$-3.72 | $-4.63 | $-1.55 | 5.0% | +3.4% | 3↑ 4↓ | $0.0B | 50.9% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-1.011 | |
| 7d ago | $-0.984 | -0.027 |
| 30d ago | $-0.984 | -0.027 |
| 60d ago | $-0.873 | -0.138 |
| 90d ago | $-0.873 | -0.138 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 20, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Mar 19, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 19, 2026 | Chardan Capital | MAINTAIN | Buy | Buy |
| Jan 28, 2026 | Barclays | INITIATE | — | Overweight |
| Dec 18, 2025 | Chardan Capital | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| May 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Apr 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Mar 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Feb 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Jan 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% |
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.
Jun 12, 2026
other
4DMT Announces New Employment Inducement Grants
<p>EMERYVILLE, Calif., June 12, 2026 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT, 4DMT or the Company), a leading late-stage biotech
May 15, 2026
other
4DMT Announces New Employment Inducement Grants
<p>EMERYVILLE, Calif., May 15, 2026 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT, 4DMT or the Company), a leading late-stage biotechn
May 7, 2026
earnings
4DMT Reports First Quarter 2026 Financial Results, Operational Highlights and Expected Upcoming Milestones
<p>EMERYVILLE, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT, 4DMT or the Company), a leading late-stage biotechn
May 7, 2026
earnings_calendar
FDMT Q1 2026 Earnings Scheduled — 2026-05-07
May 6, 2026
earnings_calendar
FDMT Q1 2026 Earnings Scheduled — 2026-05-06
Apr 17, 2026
other
4DMT Announces New Employment Inducement Grants
<p>EMERYVILLE, Calif., April 17, 2026 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT, 4DMT or the Company), a leading late-stage biotec
Mar 30, 2026
Clinical Trial
4D-125 in Patients With X-Linked Retinitis Pigmentosa (XLRP)
Phase Phase 2 — ACTIVE_NOT_RECRUITING
Mar 30, 2026
clinical_trial_readout
T-90d Trial Readout: 4D-125 IVT Injection (Phase 2)
Trial: 4D-125 in Patients With X-Linked Retinitis Pigmentosa (XLRP)
Sponsor: 4D Molecular Therapeutics
Phase: Phase 2 | Status: ACTIVE_NOT_RECRUITING
Mar 30, 2026
clinical_trial_readout
T-90d Trial Readout: 4D-125 IVT Injection (Phase 2)
Trial: 4D-125 in Patients With X-Linked Retinitis Pigmentosa (XLRP)
Sponsor: 4D Molecular Therapeutics
Phase: Phase 2 | Status: ACTIVE_NOT_RECRUITING
Mar 18, 2026
earnings
4DMT Reports Full Year 2025 Financial Results, Operational Highlights and Expected Upcoming Milestones
<p align="start">EMERYVILLE, Calif., March 18, 2026 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT, 4DMT or the Company), a leading lat
Feb 27, 2026
earnings_calendar
FDMT Q4 2025 Earnings After Market Close — 2026-02-27