VERA

Vera Therapeutics, Inc.

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001831828
$34.26 +1.81% $2.5B
Insider Selling Cluster (7 insiders)High Impact Filing (7/10)19 New Institutional Positions10 Institutional Exits
Vol
Market Cap$2.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders50 funds
Inst. Value$1.4B
Inst. Activity19 buys / 10 sells
Insider Activity0B / 9S
Insider Net $-$2.5M
Reddit Sentiment50° Neutral
SEC Reports11
Press Releases1
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001831828·Prev Close $33.65

Price Targets

$78.00 +127.7% upside Strong Buy
Current $34.26 Low $35.00 Median $82.00 High $110.00 14 analysts
$35.00 $110.00

Analyst Ratings

Strong Buy90% buy · 20 analysts
7Strong Buy
11Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Mar 11, 2026 Wolfe Research UPGRADE Peer Perform → Outperform
Mar 2, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy
Dec 19, 2025 B of A Securities MAINTAIN Buy → Buy
Dec 19, 2025 Goldman Sachs MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-1.71 ▼ -20.0% $-1.96 — $-1.54 -43% YoY 6
Next Q $-1.64 ▼ -17.6% $-2.08 — $-1.23 -30% YoY 6
Current FY $-6.29 ▼ -19.6% $-7.39 — $-5.56 -35% YoY 8
Next FY $-3.80 ▼ -24.9% $-5.40 — $-2.08 40% YoY 8

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO
Avoro Capital Advisors LLC$236.9M
BlackRock, Inc.$204.7M
STATE STREET CORP$135.3MADD
VANGUARD CAPITAL MANAGEMENT LLC$108.0M

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026ENRIGHT PATRICKA$0.00
May 21, 2026MORRISSEY MICHAELA$0.00
May 21, 2026Meyers JamesA$0.00
May 21, 2026Hall KimballA$0.00
May 21, 2026SEIDENBERG BETHA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
50 institutional holders with $1.4B total value (34,855,294 shares) as of 2026-Q1. Top holders: NOMURA, Avoro, BlackRock,. Net buying activity: 19 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD$0.000.0%
2Avoro Capital Advisors LLC5,888,888$236.9M16.7%
3BlackRock, Inc.5,088,102$204.7M14.5%
4STATE STREET CORP3,363,638$135.3M9.6%ADD +25.7%
5VANGUARD CAPITAL MANAGEMENT LLC2,683,607$108.0M7.6%
6FMR LLC2,676,422$107.7M7.6%
7ALLIANCEBERNSTEIN L.P.1,314,242$66.6M4.7%NEW
8Point72 Asset Management, L.P.1,210,725$48.7M3.4%TRIM -30.4%
9GOLDMAN SACHS GROUP INC1,133,969$45.6M3.2%
10Pictet Asset Management Holding SA1,051,583$42.3M3.0%
11Woodline Partners LP1,001,037$40.3M2.8%ADD +35.6%
12BANK OF AMERICA CORP /DE/589,684$23.7M1.7%ADD +41.6%
13VANGUARD PORTFOLIO MANAGEMENT LLC552,971$22.2M1.6%
14FRONTIER CAPITAL MANAGEMENT CO LLC551,493$22.2M1.6%ADD +48.6%
15DEUTSCHE BANK AG\532,466$21.4M1.5%ADD +53.3%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC524,562$21.1M1.5%
17SCHRODER INVESTMENT MANAGEMENT GROUP484,381$18.5M1.3%DOUBLED +1424.2%
18RENAISSANCE TECHNOLOGIES LLC457,300$18.4M1.3%DOUBLED +136.5%
19VANGUARD FIDUCIARY TRUST CO441,511$17.8M1.3%
20CITADEL ADVISORS LLC429,761$17.3M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
STATE STREET CORPADD2,676,6003,363,638+25.7%$135.3M2026-Q1
Point72 Asset Management, L.P.TRIM1,738,3851,210,725-30.4%$48.7M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCADD371,151551,493+48.6%$22.2M2026-Q1
DEUTSCHE BANK AG\ADD347,426532,466+53.3%$21.4M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED31,779484,381+1424.2%$18.5M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED193,400457,300+136.5%$18.4M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED54,327419,570+672.3%$16.9M2026-Q1
Nuveen, LLCADD227,081398,602+75.5%$16.0M2026-Q1
MORGAN STANLEYTRIM499,665368,760-26.2%$14.8M2026-Q1
ExodusPoint Capital Management, LPDOUBLED72,741317,351+336.3%$12.8M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM418,963290,476-30.7%$11.7M2026-Q1
TD ASSET MANAGEMENT INCTRIM325,564193,994-40.4%$7.8M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM207,968146,189-29.7%$5.9M2026-Q1
Trexquant Investment LPADD50,05586,685+73.2%$3.5M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPDOUBLED21,23359,856+181.9%$2.4M2026-Q1
Invesco Ltd.TRIM89,85158,714-34.7%$2.4M2026-Q1
Russell Investments Group, Ltd.TRIM124,86651,161-59.0%$2.1M2026-Q1
Legal & General Group PlcTRIM46,42633,958-26.9%$1.4M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD14,76620,969+42.0%$843.6K2026-Q1
JANUS HENDERSON GROUP PLCADD13,93517,658+26.7%$710.3K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM28,32316,931-40.2%$681.1K2026-Q1
SEI INVESTMENTS CODOUBLED6,06913,001+114.2%$523.0K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED9128,456+827.2%$340.2K2026-Q1
XPONANCE LLCADD4,3595,689+30.5%$228.9K2026-Q1
Rockefeller Capital Management L.P.DOUBLED1921,825+850.5%$73.4K2026-Q1
17 unique insiders with 35 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026ENRIGHT PATRICK GDirectorAWARD17,084
May 21, 2026MORRISSEY MICHAELDirectorAWARD17,084
May 21, 2026Meyers James RDirectorAWARD17,084
May 21, 2026Hall KimballDirectorAWARD17,084
May 21, 2026SEIDENBERG BETH CDirectorAWARD17,084
May 21, 2026Oliger Christy J.DirectorAWARD17,084
May 21, 2026Cheng AndrewDirectorAWARD17,084
May 21, 2026Morrison Scott WDirectorAWARD17,084
May 12, 2026Fordyce MarshallPRESIDENT AND CEOSELL14,219$36.64$521.0K
Apr 14, 2026Fordyce MarshallPRESIDENT AND CEOSELL14,130$43.66$617.0K
Mar 23, 2026Wright-Mitchell JaneChief Legal OfficerAWARD42,403
Mar 23, 2026Wright-Mitchell JaneChief Legal OfficerAWARD56,850
Mar 13, 2026Young Joseph RSVP, FINANCE, CHIEF ACCT OFFCREXERCISE10,000$3.94$39.4K
Mar 5, 2026Hite ChristopherDirectorAWARD24,937
Feb 23, 2026Skelton Laurence MatthewChief Commercial OfficerSELL1,582$41.98$66.4K
Feb 23, 2026Turner William D.Chief Regulatory OfficerSELL2,187$41.98$91.8K
Feb 23, 2026JOHNSON DAVID LEEChief Operating OfficerSELL2,579$41.98$108.3K
Feb 23, 2026Brenner RobertChief Medical OfficerSELL2,151$41.98$90.3K
Feb 23, 2026Grant SeanCHIEF FINANCIAL OFFICERSELL4,949$41.98$207.8K
Feb 23, 2026Young Joseph RSVP, FINANCE, CHIEF ACCT OFFCRSELL3,117$41.98$130.9K
Feb 23, 2026Fordyce MarshallPRESIDENT AND CEOSELL16,925$41.98$710.6K
Feb 4, 2026Turner William D.Chief Regulatory OfficerAWARD25,000
Feb 4, 2026Skelton Laurence MatthewChief Commercial OfficerAWARD40,000
Feb 4, 2026Skelton Laurence MatthewChief Commercial OfficerAWARD20,000
Feb 4, 2026Turner William D.Chief Regulatory OfficerAWARD50,000
Feb 4, 2026Young Joseph RSVP, FINANCE, CHIEF ACCT OFFCRAWARD10,000
Feb 4, 2026Young Joseph RSVP, FINANCE, CHIEF ACCT OFFCRAWARD20,000
Feb 4, 2026Fordyce MarshallPRESIDENT AND CEOAWARD68,800
Feb 4, 2026Fordyce MarshallPRESIDENT AND CEOAWARD137,500
Feb 4, 2026Grant SeanCHIEF FINANCIAL OFFICERAWARD25,000
Feb 4, 2026Grant SeanCHIEF FINANCIAL OFFICERAWARD50,000
Feb 4, 2026JOHNSON DAVID LEEChief Operating OfficerAWARD20,000
Feb 4, 2026JOHNSON DAVID LEEChief Operating OfficerAWARD40,000
Feb 4, 2026Brenner RobertChief Medical OfficerAWARD25,000
Feb 4, 2026Brenner RobertChief Medical OfficerAWARD50,000
11 SEC filing reports analyzed. Sentiment: 2 bullish, 7 bearish, 1 mixed, 1 neutral. Avg impact: 6.4/10.
Current analyst consensus: Strong Buy (90% buy). Based on 20 analysts: 7 strong buy, 11 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$78.00 mean target +127.7% upside Strong Buy (1.21)
$35.00 Low $110.00 High
MetricValue
Current Price$34.26
Target Low$35.00
Target Mean$78.00
Target Median$82.00
Target High$110.00
# Analysts14
RecommendationStrong Buy (1.21)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-1.71 $-1.96 $-1.54 -42.6% -20.0% 0↑ 4↓ $0.0B 0.0% 6
Next Q
2026-09-30
$-1.64 $-2.08 $-1.23 -30.0% -17.6% 0↑ 4↓ $0.0B 0.0% 6
Current FY
2026-12-31
$-6.29 $-7.39 $-5.56 -34.9% -19.6% 0↑ 8↓ $0.0B 0.0% 8
Next FY
2027-12-31
$-3.80 $-5.40 $-2.08 39.6% -24.9% 2↑ 6↓ $0.3B 566.8% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-1.711
7d ago$-1.711
30d ago$-1.426-0.285
60d ago$-1.426-0.285
90d ago$-1.475-0.236
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 11, 2026 Wolfe Research UPGRADE Peer Perform Outperform
Mar 2, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Dec 19, 2025 B of A Securities MAINTAIN Buy Buy
Dec 19, 2025 Goldman Sachs MAINTAIN Buy Buy
Dec 19, 2025 JP Morgan MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671120090%
May 1, 202671120090%
Apr 1, 202671120090%
Mar 1, 202661130085%
Feb 1, 202661130085%
Jan 1, 202661130085%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026144° Neutral001
Jul 7, 2026
fda_pdufa
PDUFA: VERA — atacicept in IgA nephropathy (IgAN) — 2026-07-07
FDA target action date 2026-07-07 for VERA (Vera Therapeutics, Inc.). Drug: atacicept. Indication: IgA nephropathy (IgAN). FDA assigned a PDUFA target
Jun 5, 2026
other
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Jun 4, 2026
short_volume
Short Volume: VERA — 59.7% short (0.7M / 1.2M)
Short: 730,359 | Exempt: 120 | TRF Vol: 1,223,742 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
Clinical Trial
Monthly Dosing of Atacicept in IgAN
Phase Phase 2 — ACTIVE_NOT_RECRUITING
Jun 3, 2026
clinical_trial_readout
T-90d Trial Readout: Atacicept (Phase 2)
Trial: Monthly Dosing of Atacicept in IgAN Sponsor: Vera Therapeutics, Inc. Phase: Phase 2 | Status: ACTIVE_NOT_RECRUITING Conditions: IgA Nephropathy
Jun 2, 2026
fda
Vera Therapeutics Announces Alignment with U.S. FDA on Earlier ORIGIN Phase 3 Analysis to Support Potential Full Approval for Atacicept in Adults with IgA Nephropathy
Vera Therapeutics Announces Alignment with U.S. FDA on Earlier ORIGIN Phase 3 Analysis to Support Potential Full Approval for Atacicept in Adults with
May 28, 2026
short_volume
Short Volume: VERA — 72.5% short (0.5M / 0.7M)
Short: 535,678 | Exempt: 0 | TRF Vol: 738,700 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
May 8, 2026
other
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
May 7, 2026
earnings
Vera Therapeutics Provides Business Update and Reports First Quarter 2026 Financial Results
Vera Therapeutics Provides Business Update and Reports First Quarter 2026 Financial Results
May 4, 2026
earnings_calendar
VERA Q1 2026 Earnings Scheduled — 2026-05-04
Apr 28, 2026
short_volume
Short Volume: VERA — 57.0% short (0.5M / 0.8M)
Short: 456,480 | Exempt: 0 | TRF Vol: 800,174 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
other
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Apr 1, 2026
short_volume
Short Volume: VERA — 64.7% short (0.3M / 0.5M)
Short: 331,174 | Exempt: 7,821 | TRF Vol: 511,762 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
other
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics announces inducement grants Under Nasdaq Listing Rule 5635(c)(4).
Mar 25, 2026
other
Vera Therapeutics Appoints Jane Wright-Mitchell as Chief Legal Officer
Vera Therapeutics Appoints Jane Wright-Mitchell as Chief Legal Officer
Mar 23, 2026
short_volume
Short Volume: VERA — 63.0% short (0.5M / 0.8M)
Short: 473,069 | Exempt: 3,000 | TRF Vol: 751,388 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)