Sionna Therapeutics (NASDAQ:SION) Trading Down 14.6% Following Insider Selling

Shares of Sionna Therapeutics, Inc. (NASDAQ:SION) were down 14.6% during trading on Thursday following insider selling activity. The company traded as low as $34.30 and last traded at $35.27. Approximately 269,413 shares traded hands during mid-day trading, a decline of 11% from the average daily volume of 304,275 shares. The stock had previously closed at $41.31.

Specifically, Director Peter A. Thompson sold 29,063 shares of Sionna Therapeutics stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $44.58, for a total value of $1,295,628.54. Following the completion of the transaction, the director directly owned 3,530,702 shares of the company’s stock, valued at approximately $157,398,695.16. This trade represents a 0.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Peter A. Thompson sold 1,890 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $44.57, for a total value of $84,237.30. Following the sale, the director owned 3,559,765 shares in the company, valued at approximately $158,658,726.05. The trade was a 0.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In other Sionna Therapeutics news, Director Orbimed Advisors Llc sold 29,063 shares of Sionna Therapeutics stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $44.58, for a total value of $1,295,628.54. Following the completion of the sale, the director directly owned 3,530,702 shares in the company, valued at approximately $157,398,695.16. The trade was a 0.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on SION shares. BTIG Research restated a “buy” rating and set a $58.00 price target on shares of Sionna Therapeutics in a report on Wednesday, January 14th. Weiss Ratings reissued a “sell (e+)” rating on shares of Sionna Therapeutics in a research note on Monday, December 29th. Wall Street Zen raised shares of Sionna Therapeutics from a “sell” rating to a “hold” rating in a research note on Saturday, December 13th. Raymond James Financial reissued a “strong-buy” rating and set a $53.00 price objective on shares of Sionna Therapeutics in a research report on Monday, January 5th. Finally, Royal Bank Of Canada reaffirmed an “underperform” rating and issued a $24.00 target price on shares of Sionna Therapeutics in a research report on Monday, December 1st. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $45.43.

Sionna Therapeutics News Roundup

Here are the key news stories impacting Sionna Therapeutics this week:

• Positive Sentiment: Brokerage price-target support — analyst coverage remains constructive with an average target around $45.43, which underpins longer‑term upside expectations despite today’s weakness. Brokerages Set Sionna Therapeutics, Inc. (NASDAQ:SION) Price Target at $45.43
• Neutral Sentiment: Upcoming investor event — management will present at the Guggenheim Securities Emerging Outlook: Biotech Summit on Feb. 11; the talk could provide incremental pipeline color or analyst Q&A but contains no new clinical readouts yet. Sionna Therapeutics to Present at the Guggenheim Securities Emerging Outlook: Biotech Summit 2026
• Negative Sentiment: Director selling — Peter A. Thompson sold 29,063 shares on Feb. 3 (avg ~$44.58) and an additional 1,890 shares on Feb. 2. While these sales are small as a percentage of his very large stake, the absolute size (~$1.3M and ~$84k) increases supply near recent price levels and can pressure the stock. SEC Filing: Peter A. Thompson Sales
• Negative Sentiment: Institutional trimming — Orbimed Advisors LLC reported identical share sales (29,063 and 1,890 at ~ $44.57–$44.58), another liquidity event that can amplify downward moves around those levels. SEC Filing: Orbimed Advisors LLC Sales

Sionna Therapeutics Stock Performance

The business has a 50 day moving average price of $41.40 and a two-hundred day moving average price of $32.80. The stock has a market cap of $1.57 billion and a PE ratio of -7.21.

Sionna Therapeutics (NASDAQ:SION) last posted its quarterly earnings results on Wednesday, November 5th. The company reported ($0.46) earnings per share for the quarter, beating the consensus estimate of ($0.52) by $0.06.

Institutional Investors Weigh In On Sionna Therapeutics

Several institutional investors have recently made changes to their positions in the stock. GF Fund Management CO. LTD. bought a new stake in shares of Sionna Therapeutics during the fourth quarter valued at about $36,000. Russell Investments Group Ltd. bought a new stake in Sionna Therapeutics during the 3rd quarter worth approximately $30,000. BNP Paribas Financial Markets bought a new position in Sionna Therapeutics in the 2nd quarter valued at $31,000. Mirae Asset Global Investments Co. Ltd. bought a new position in Sionna Therapeutics in the 4th quarter valued at $89,000. Finally, Police & Firemen s Retirement System of New Jersey purchased a new position in shares of Sionna Therapeutics during the 2nd quarter valued at $45,000.

Sionna Therapeutics Company Profile

Sionna Therapeutics is a clinical-stage biotechnology company dedicated to developing next-generation RNA therapeutics for oncology and immunology indications. Leveraging proprietary lipid nanoparticle and coacervate delivery technologies, the company aims to overcome key challenges associated with stability, targeting and immune activation that have historically limited the clinical performance of mRNA-based medicines. Its strategic focus spans both solid tumors and hematological malignancies, as well as selected autoimmune disorders, reflecting a broad ambition to harness the power of messenger RNA in diverse therapeutic areas.

At the heart of Sionna’s approach is a platform that combines optimized ionizable lipids with bespoke surface chemistries to enhance payload delivery, intracellular release and endosomal escape.