Revolution Medicines (NASDAQ:RVMD) CFO Sells $980,000.00 in Stock

January 10, 2026 by InsiderTrades.com

Key Points

COO Margaret Horn sold 75,000 shares on Jan. 7 at an average price of $100.56 for proceeds of $7.542 million, reducing her position by 34.71% to 141,053 shares per an SEC Form 4 filing.
Shares have surged on takeover rumors (reports Merck is in talks to buy Revolution for roughly $30–32 billion) and an FDA Breakthrough Therapy Designation for zoldonrasib, with unusual call buying amplifying short-term momentum.
Despite the rally, Revolution remains a loss-making biotech (recent EPS misses); the company has a market cap of about $22.9 billion and a consensus analyst rating of "Buy" with an average target of $78.94, so valuation largely depends on clinical success or an acquisition premium.

Revolution Medicines, Inc. (NASDAQ:RVMD - Get Free Report) CFO Jack Anders sold 10,000 shares of the company's stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $98.00, for a total value of $980,000.00. Following the transaction, the chief financial officer directly owned 108,065 shares in the company, valued at $10,590,370. This represents a 8.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Jack Anders also recently made the following trade(s):

On Tuesday, December 16th, Jack Anders sold 3,104 shares of Revolution Medicines stock. The stock was sold at an average price of $77.09, for a total value of $239,287.36.

Revolution Medicines Price Performance

Shares of RVMD stock opened at $118.64 on Friday. Revolution Medicines, Inc. has a fifty-two week low of $29.17 and a fifty-two week high of $121.62. The company has a debt-to-equity ratio of 0.16, a quick ratio of 8.05 and a current ratio of 8.05. The firm has a market capitalization of $22.94 billion, a price-to-earnings ratio of -22.95 and a beta of 0.99. The stock's 50-day simple moving average is $76.36 and its 200-day simple moving average is $53.98.

Revolution Medicines (NASDAQ:RVMD - Get Free Report) last released its earnings results on Wednesday, November 5th. The company reported ($1.61) EPS for the quarter, missing analysts' consensus estimates of ($1.39) by ($0.22). During the same period in the prior year, the business posted ($0.94) EPS. As a group, equities analysts forecast that Revolution Medicines, Inc. will post -3.49 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Revolution Medicines

A number of hedge funds and other institutional investors have recently made changes to their positions in RVMD. S&CO Inc. lifted its stake in shares of Revolution Medicines by 54.5% in the 2nd quarter. S&CO Inc. now owns 14,171 shares of the company's stock valued at $521,000 after purchasing an additional 5,000 shares during the period. Y Intercept Hong Kong Ltd acquired a new stake in Revolution Medicines during the second quarter valued at $3,639,000. Harbor Capital Advisors Inc. increased its holdings in Revolution Medicines by 64.7% in the second quarter. Harbor Capital Advisors Inc. now owns 58,323 shares of the company's stock valued at $2,146,000 after buying an additional 22,906 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in shares of Revolution Medicines by 7.6% during the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 71,311 shares of the company's stock worth $2,624,000 after acquiring an additional 5,060 shares in the last quarter. Finally, Catalyst Funds Management Pty Ltd purchased a new stake in shares of Revolution Medicines during the 2nd quarter worth about $1,678,000. Institutional investors and hedge funds own 94.34% of the company's stock.

Key Headlines Impacting Revolution Medicines

Here are the key news stories impacting Revolution Medicines this week:

Positive Sentiment: Reports that Merck is in talks to acquire Revolution Medicines for roughly $30–32 billion, a direct M&A bid narrative that can justify a sizable takeover premium and is the primary driver of today’s rally. Merck in talks (WSJ)
Positive Sentiment: Takeover buzz broadened as media reported additional suitors and renewed buyout interest (markets often bid target stocks higher on competing-acquirer speculation). Takeover buzz, another suitor emerges (Barron's)
Positive Sentiment: FDA granted Breakthrough Therapy Designation to zoldonrasib for KRAS G12D-mutant NSCLC — a substantive clinical/regulatory win that strengthens RVMD’s strategic value to acquirers and supports a higher acquisition valuation. Breakthrough Therapy Designation (GlobeNewswire)
Positive Sentiment: Unusual options activity — a large spike in call buying — indicates aggressive bullish/speculative positioning by traders ahead of or on takeover rumors, amplifying short-term upside momentum. (market reports)
Neutral Sentiment: The stock experienced a temporary LULD (limit up/limit down) pause during trading, a procedural volatility-control measure that often accompanies sudden price moves but does not change fundamentals.
Negative Sentiment: Earlier takeover reports referenced AbbVie interest but AbbVie publicly denied talks, which previously triggered volatility and a pullback — a reminder that rumor-driven moves can reverse if potential bidders decline to engage. AbbVie denies talks (Barron's)
Negative Sentiment: Revolution remains a loss-making biotech (recent quarterly EPS missed estimates), so absent a takeover premium the stock’s valuation relies on successful late-stage clinical outcomes and eventual commercialization. (company filings/earnings)

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on RVMD shares. National Bankshares set a $80.00 target price on Revolution Medicines in a research note on Friday, October 17th. HC Wainwright raised their price objective on Revolution Medicines from $72.00 to $73.00 and gave the stock a "buy" rating in a research note on Thursday, November 6th. Needham & Company LLC lifted their target price on Revolution Medicines from $66.00 to $72.00 and gave the stock a "buy" rating in a report on Thursday, November 6th. Raymond James Financial raised their price target on shares of Revolution Medicines from $72.00 to $76.00 and gave the stock a "strong-buy" rating in a research report on Friday, October 17th. Finally, Wedbush reaffirmed an "outperform" rating on shares of Revolution Medicines in a report on Friday. Four equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Buy" and an average price target of $78.94.

View Our Latest Stock Analysis on Revolution Medicines

About Revolution Medicines

(Get Free Report)

Revolution Medicines is a clinical-stage biopharmaceutical company focused on discovering and developing small molecule therapies to treat RAS-dependent cancers and other diseases driven by the RAS/MAPK pathway. The company's research efforts target historically “undruggable” proteins, aiming to inhibit critical nodes in cell signaling that promote tumor growth and therapeutic resistance.

The lead pipeline includes RMC-4630, a SHP2 inhibitor; RMC-6291, a selective KRAS G12C inhibitor; and RMC-6236, a pan-RAS inhibitor designed to address multiple RAS mutations.