Key Points
- CEO sold 16,925 shares on Feb. 23 at an average of $41.98 (totaling ~$710,512), reducing his stake by 6.18%, and multiple other senior officers also sold shares the same day, a move that could create short-term selling pressure.
- Vera reported positive Phase 3 ORIGIN 3 results for atacicept in IgA nephropathy (published in NEJM) and the FDA granted priority review with a PDUFA date of July 7, 2026, and the company expects a potential U.S. launch in mid-2026 while saying 2025 financings leave it well-funded into and beyond launch.
- Analysts are bullish overall: the stock trades near $41.58 with a market cap of $2.91B and a consensus rating of Moderate Buy (average target ~$77.18), backed by multiple upgraded price targets and nine Buy ratings versus one Sell.
Vera Therapeutics, Inc. (NASDAQ:VERA - Get Free Report) insider Laurence Matthew Skelton sold 1,582 shares of Vera Therapeutics stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $41.98, for a total transaction of $66,412.36. Following the completion of the transaction, the insider directly owned 64,218 shares of the company's stock, valued at approximately $2,695,871.64. This trade represents a 2.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.
Vera Therapeutics Stock Performance
NASDAQ:VERA traded down $0.03 on Thursday, hitting $41.66. The company's stock had a trading volume of 413,146 shares, compared to its average volume of 1,007,519. Vera Therapeutics, Inc. has a one year low of $18.53 and a one year high of $56.05. The firm has a market capitalization of $2.92 billion, a P/E ratio of -10.43 and a beta of 1.16. The stock has a fifty day moving average of $46.63 and a two-hundred day moving average of $35.30. The company has a current ratio of 12.21, a quick ratio of 12.21 and a debt-to-equity ratio of 0.19.
Wall Street Analysts Forecast Growth
Several brokerages have recently commented on VERA. Bank of America boosted their target price on shares of Vera Therapeutics from $48.00 to $66.00 and gave the company a "buy" rating in a research report on Friday, December 19th. TD Cowen reissued a "buy" rating on shares of Vera Therapeutics in a research note on Friday, December 5th. The Goldman Sachs Group upped their price target on shares of Vera Therapeutics from $55.00 to $95.00 and gave the stock a "buy" rating in a report on Friday, December 19th. Evercore raised their price objective on shares of Vera Therapeutics from $75.00 to $97.00 and gave the company an "outperform" rating in a report on Monday, December 8th. Finally, Wedbush boosted their price target on shares of Vera Therapeutics from $23.00 to $33.00 and gave the stock a "neutral" rating in a research report on Thursday, December 11th. Nine analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $77.18.
Get Our Latest Analysis on VERA
Institutional Investors Weigh In On Vera Therapeutics
A number of institutional investors have recently added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD boosted its stake in Vera Therapeutics by 49.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,461,976 shares of the company's stock valued at $276,595,000 after acquiring an additional 1,795,537 shares during the last quarter. Vestal Point Capital LP raised its position in shares of Vera Therapeutics by 24.0% in the second quarter. Vestal Point Capital LP now owns 3,100,000 shares of the company's stock valued at $73,036,000 after purchasing an additional 600,000 shares during the period. Integral Health Asset Management LLC boosted its holdings in Vera Therapeutics by 47.8% in the 3rd quarter. Integral Health Asset Management LLC now owns 1,700,000 shares of the company's stock worth $49,402,000 after buying an additional 550,000 shares during the period. Elmind Capital LP bought a new stake in Vera Therapeutics during the 4th quarter valued at $24,434,000. Finally, Braidwell LP purchased a new stake in shares of Vera Therapeutics during the third quarter worth $13,738,000. 99.21% of the stock is owned by institutional investors.
Vera Therapeutics News Summary
Here are the key news stories impacting Vera Therapeutics this week:
- Positive Sentiment: Late-stage clinical and regulatory wins: Vera reported positive Phase 3 ORIGIN 3 data for atacicept in IgA nephropathy, the results were presented at ASN Kidney Week and published in the New England Journal of Medicine. The FDA granted priority review to the atacicept BLA and set a PDUFA date of July 7, 2026; the company expects a potential U.S. commercial launch in mid‑2026. Management also says recent 2025 equity and debt financings leave the company well-funded into and beyond launch — a major de‑risking for revenue expectations. Read More.
- Neutral Sentiment: Quarterly results: VERA posted an adjusted EPS loss of ($1.28) that beat consensus (‑$1.34) by $0.06, which reduces near‑term execution uncertainty but still reflects a wider year‑over‑year loss (prior period: ‑$0.72). The beat is modest and does not change the company’s path to commercialization-driven valuation. Read More.
- Negative Sentiment: Significant insider selling: Several senior executives sold shares on Feb 23 (CEO Marshall Fordyce sold 16,925 shares at ~$41.98, reducing his stake by ~6.2%; CFO, COO and other officers also sold). Concentrated insider sales can signal personal liquidity taking and may create short‑term selling pressure or investor caution despite the positive program news. Read More.
Vera Therapeutics Company Profile
(
Get Free Report)
Vera Therapeutics is a clinical-stage biotechnology company focused on developing novel immunotherapies that harness the body's own regulatory T cells to treat autoimmune and inflammatory diseases. By leveraging a proprietary protein engineering platform, the company designs Treg-selective cytokine variants intended to restore immune balance and provide targeted, disease-modifying effects. Its pipeline comprises multiple preclinical and clinical candidates aimed at indications characterized by chronic inflammation and autoimmunity.
Founded in 2018 and headquartered in Cambridge, Massachusetts, Vera Therapeutics collaborates with leading academic and research institutions to advance its development programs.
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