Insider Selling: Disc Medicine (NASDAQ:IRON) Insider Sells $400,000.00 in Stock

August 8, 2026 by InsiderTrades.com

Key Points

Insider Rahul Khara sold 5,000 Disc Medicine shares at an average price of $80, generating approximately $400,000. He retained 52,324 shares, valued at about $4.19 million.
Disc Medicine reported quarterly EPS of -$1.54, beating the consensus estimate of -$1.71. The company remains unprofitable, with analysts projecting a full-year loss.
Analyst sentiment remains broadly positive: HC Wainwright raised its price target to $120 and maintained a Buy rating, while the stock carries a Moderate Buy consensus and an average target of $106. However, a law firm investigation into potential misleading disclosures adds legal uncertainty.

Disc Medicine, Inc. (NASDAQ:IRON - Get Free Report) insider Rahul Khara sold 5,000 shares of Disc Medicine stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $80.00, for a total transaction of $400,000.00. Following the sale, the insider owned 52,324 shares in the company, valued at approximately $4,185,920. This represents a 8.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

Rahul Khara also recently made the following trade(s):

On Friday, June 26th, Rahul Khara sold 851 shares of Disc Medicine stock. The shares were sold at an average price of $75.00, for a total transaction of $63,825.00.
On Monday, June 29th, Rahul Khara sold 1,649 shares of Disc Medicine stock. The shares were sold at an average price of $75.00, for a total transaction of $123,675.00.
On Thursday, June 18th, Rahul Khara sold 7,500 shares of Disc Medicine stock. The stock was sold at an average price of $70.22, for a total value of $526,650.00.

Disc Medicine Price Performance

Shares of IRON stock opened at $77.44 on Friday. Disc Medicine, Inc. has a 1 year low of $40.00 and a 1 year high of $99.50. The stock has a market cap of $2.96 billion, a PE ratio of -11.77 and a beta of 1.00. The business's fifty day moving average is $73.59 and its 200-day moving average is $69.79. The company has a debt-to-equity ratio of 0.09, a quick ratio of 24.14 and a current ratio of 24.14.

Disc Medicine (NASDAQ:IRON - Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The company reported ($1.54) earnings per share for the quarter, beating the consensus estimate of ($1.71) by $0.17. Equities analysts expect that Disc Medicine, Inc. will post -6.62 earnings per share for the current fiscal year.

More Disc Medicine News

Here are the key news stories impacting Disc Medicine this week:

Positive Sentiment: HC Wainwright raised its price target for Disc Medicine from $118 to $120 and maintained a Buy rating. The target implies substantial potential upside from the stock’s recent trading level. Benzinga report
Positive Sentiment: The analyst modestly improved its FY2026 EPS forecast to a loss of $6.64 from a loss of $6.72, its fourth-quarter 2026 forecast to a loss of $1.74 from $1.75, and its FY2028 forecast to a loss of $4.62 from $4.64. These revisions suggest slightly better near-term expectations, although Disc Medicine remains unprofitable.
Neutral Sentiment: HC Wainwright’s estimates remain broadly aligned with the market outlook, including projected losses of $1.71 per share for Q3 2026 and $6.47 for FY2027. The firm expects Disc Medicine to become profitable in FY2029, with projected EPS of $1.03, followed by $7.34 in FY2030.
Negative Sentiment: The analyst lowered its FY2027 EPS forecast to a loss of $6.47 from $6.13, FY2029 EPS to $1.03 from $1.06, and FY2030 EPS to $7.34 from $7.40. The reductions temper the otherwise positive impact of the $120 price target. MarketBeat analyst estimates
Negative Sentiment: Insider Rahul Khara sold 5,000 shares at an average price of $80, worth approximately $400,000. He retained 52,324 shares, so the transaction is not necessarily a signal of a change in the company’s outlook, but insider selling can pressure sentiment. SEC insider filing
Negative Sentiment: Rosen Law Firm said it is investigating potential securities claims alleging that Disc Medicine may have issued materially misleading business information. The announcements do not establish wrongdoing, but they introduce legal and reputational uncertainty for shareholders. Rosen Law Firm investigation notice

Wall Street Analyst Weigh In

A number of research firms recently commented on IRON. Wedbush reiterated an "outperform" rating and issued a $88.00 target price on shares of Disc Medicine in a report on Wednesday, June 10th. Morgan Stanley raised their target price on shares of Disc Medicine from $80.00 to $85.00 and gave the stock an "overweight" rating in a report on Monday, June 15th. Weiss Ratings restated a "sell (d-)" rating on shares of Disc Medicine in a research report on Friday, July 17th. Wall Street Zen raised Disc Medicine from a "sell" rating to a "hold" rating in a report on Saturday, August 1st. Finally, HC Wainwright increased their price objective on Disc Medicine from $118.00 to $120.00 and gave the company a "buy" rating in a research report on Thursday. Ten equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Disc Medicine currently has a consensus rating of "Moderate Buy" and an average target price of $106.00.

Get Our Latest Research Report on IRON

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in IRON. Arizona State Retirement System boosted its position in Disc Medicine by 2.2% during the fourth quarter. Arizona State Retirement System now owns 6,798 shares of the company's stock valued at $540,000 after purchasing an additional 144 shares during the last quarter. Police & Firemen s Retirement System of New Jersey raised its stake in shares of Disc Medicine by 3.3% during the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 6,716 shares of the company's stock worth $533,000 after purchasing an additional 215 shares in the last quarter. AlphaCentric Advisors LLC increased its holdings in Disc Medicine by 5.8% in the first quarter. AlphaCentric Advisors LLC now owns 3,972 shares of the company's stock worth $254,000 after buying an additional 216 shares during the last quarter. Kennedy Capital Management LLC raised its position in Disc Medicine by 3.3% during the fourth quarter. Kennedy Capital Management LLC now owns 9,324 shares of the company's stock valued at $740,000 after acquiring an additional 296 shares in the last quarter. Finally, State of Wyoming bought a new stake in Disc Medicine in the second quarter worth approximately $25,000. 83.70% of the stock is owned by hedge funds and other institutional investors.

Disc Medicine Company Profile

(Get Free Report)

Disc Medicine, Inc (NASDAQ: IRON) is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company's pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.