Key Points
- Director William J. Link sold 12,500 shares on March 16 at an average price of $68.79, raising about $859,875 and reducing his stake by ~9.7% to 116,332 shares (≈$8.0M).
- Tarsus reported Q4 EPS of ($0.20), missing consensus by $0.01 and showing negative net margin and ROE, though revenue beat estimates at $151.67M; analysts project a full‑year EPS of about -3.17.
- Analyst sentiment is mixed‑to‑favorable—Lifesci upgraded to Strong‑Buy and several firms raised targets (Oppenheimer to $105), leaving a consensus Moderate Buy with an average target near $91.83, while institutional investors own ~90% of shares.
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS - Get Free Report) Director William Phd Link sold 12,500 shares of the company's stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $68.79, for a total value of $859,875.00. Following the completion of the sale, the director owned 116,332 shares in the company, valued at approximately $8,002,478.28. This represents a 9.70% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link.
Tarsus Pharmaceuticals Price Performance
Shares of NASDAQ TARS opened at $68.24 on Thursday. The company has a debt-to-equity ratio of 0.21, a current ratio of 3.85 and a quick ratio of 3.82. The stock has a market capitalization of $2.90 billion, a price-to-earnings ratio of -42.12 and a beta of 0.55. The firm's 50 day simple moving average is $69.59 and its 200-day simple moving average is $70.20. Tarsus Pharmaceuticals, Inc. has a 12 month low of $38.51 and a 12 month high of $85.25.
Tarsus Pharmaceuticals (NASDAQ:TARS - Get Free Report) last posted its earnings results on Monday, February 23rd. The company reported ($0.20) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.19) by ($0.01). Tarsus Pharmaceuticals had a negative net margin of 14.72% and a negative return on equity of 19.63%. The firm had revenue of $151.67 million during the quarter, compared to analyst estimates of $144.56 million. Analysts expect that Tarsus Pharmaceuticals, Inc. will post -3.17 EPS for the current year.
Tarsus Pharmaceuticals News Summary
Here are the key news stories impacting Tarsus Pharmaceuticals this week:
- Positive Sentiment: Lifesci Capital upgraded TARS to "Strong‑Buy" and issued a string of estimates that narrow expected losses for FY2026 (Lifesci: -$1.01 vs. consensus -$3.17) and project smaller quarterly losses earlier in the year plus a positive Q4‑2026 EPS of $0.09 — a bullish signal that likely lifted the stock. MarketBeat TARS coverage
- Neutral Sentiment: Broad analyst sentiment remains mixed-to‑favorable: the stock has an average recommendation of "Moderate Buy," so Lifesci's view improves the outlook but does not yet represent unanimous analyst conviction. Article Title
- Negative Sentiment: Director William J. Link sold 12,500 shares at an average of $68.79 (disclosed 3/16), reducing his stake by ~9.7% — an insider sale that can create short‑term selling pressure or signal profit‑taking. SEC Form 4
Institutional Investors Weigh In On Tarsus Pharmaceuticals
A number of large investors have recently modified their holdings of the business. RTW Investments LP raised its position in shares of Tarsus Pharmaceuticals by 5.0% in the fourth quarter. RTW Investments LP now owns 3,335,320 shares of the company's stock valued at $273,096,000 after buying an additional 157,884 shares during the last quarter. Deep Track Capital LP grew its stake in Tarsus Pharmaceuticals by 71.4% during the 3rd quarter. Deep Track Capital LP now owns 3,000,000 shares of the company's stock valued at $178,290,000 after acquiring an additional 1,250,000 shares in the last quarter. Jennison Associates LLC grew its stake in Tarsus Pharmaceuticals by 5.5% during the 3rd quarter. Jennison Associates LLC now owns 2,604,580 shares of the company's stock valued at $154,790,000 after acquiring an additional 136,582 shares in the last quarter. Vanguard Group Inc. raised its holdings in Tarsus Pharmaceuticals by 5.6% in the 4th quarter. Vanguard Group Inc. now owns 2,399,560 shares of the company's stock valued at $196,476,000 after acquiring an additional 127,470 shares during the last quarter. Finally, Morgan Stanley lifted its stake in Tarsus Pharmaceuticals by 6.7% in the 4th quarter. Morgan Stanley now owns 2,040,742 shares of the company's stock worth $167,096,000 after purchasing an additional 128,340 shares in the last quarter. Hedge funds and other institutional investors own 90.01% of the company's stock.
Wall Street Analysts Forecast Growth
A number of research firms have recently commented on TARS. Weiss Ratings restated a "sell (d-)" rating on shares of Tarsus Pharmaceuticals in a research report on Thursday, January 22nd. Lifesci Capital raised Tarsus Pharmaceuticals to a "strong-buy" rating in a report on Monday. Guggenheim lifted their price target on shares of Tarsus Pharmaceuticals from $87.00 to $90.00 and gave the company a "buy" rating in a research note on Wednesday, February 25th. Wall Street Zen lowered Tarsus Pharmaceuticals from a "buy" rating to a "hold" rating in a research note on Saturday, February 28th. Finally, Oppenheimer increased their target price on Tarsus Pharmaceuticals from $95.00 to $105.00 and gave the company an "outperform" rating in a report on Wednesday, February 25th. Two investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $91.83.
View Our Latest Report on Tarsus Pharmaceuticals
About Tarsus Pharmaceuticals
(
Get Free Report)
Tarsus Pharmaceuticals, Inc is a clinical‐stage biopharmaceutical company focused on developing novel therapies for diseases of the eye and ocular surface. The company's research platform centers on neuro‐effector modulation to address underlying disease mechanisms rather than solely treating symptoms. Tarsus's lead candidate, OC-01 (varenicline solution), is an intranasal formulation in Phase 3 development for the treatment of dry eye disease, a condition affecting millions worldwide and associated with significant patient discomfort and reduced quality of life.
In addition to its dry eye program, Tarsus is advancing preclinical and early‐stage programs targeting other ophthalmic indications, including allergic conjunctivitis and retinal disorders.
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