Schrodinger (NASDAQ:SDGR) EVP Yvonne Tran Sells 1,094 Shares

Schrodinger, Inc. (NASDAQ:SDGR) EVP Yvonne Tran sold 1,094 shares of the firm’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $12.89, for a total value of $14,101.66. Following the transaction, the executive vice president owned 52,683 shares of the company’s stock, valued at $679,083.87. This trade represents a 2.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Yvonne Tran also recently made the following trade(s):

• On Tuesday, February 10th, Yvonne Tran sold 776 shares of Schrodinger stock. The shares were sold at an average price of $13.80, for a total value of $10,708.80.

Schrodinger Stock Down 2.2%

Schrodinger stock traded down $0.29 during mid-day trading on Friday, hitting $12.74. 976,433 shares of the stock were exchanged, compared to its average volume of 1,475,655. The stock has a market capitalization of $938.56 million, a price-to-earnings ratio of -8.97 and a beta of 1.57. Schrodinger, Inc. has a 12 month low of $11.11 and a 12 month high of $27.63. The firm’s fifty day simple moving average is $14.88 and its two-hundred day simple moving average is $17.65.

Schrodinger (NASDAQ:SDGR) last posted its quarterly earnings data on Wednesday, February 25th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of ($0.13) by $0.57. The company had revenue of $87.24 million during the quarter, compared to analysts’ expectations of $83.66 million. Schrodinger had a negative net margin of 40.37% and a negative return on equity of 29.47%. Schrodinger’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period in the prior year, the company posted ($0.24) earnings per share. As a group, analysts forecast that Schrodinger, Inc. will post -2.37 earnings per share for the current fiscal year.

Analysts Set New Price Targets

SDGR has been the subject of several recent analyst reports. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Schrodinger in a research note on Friday, January 9th. Wall Street Zen upgraded Schrodinger from a “sell” rating to a “hold” rating in a report on Saturday, January 31st. KeyCorp lowered their price objective on shares of Schrodinger from $28.00 to $25.00 and set an “overweight” rating for the company in a research note on Thursday, January 8th. Bank of America upgraded shares of Schrodinger from a “neutral” rating to a “buy” rating and set a $24.00 target price on the stock in a research report on Monday, December 15th. Finally, UBS Group started coverage on shares of Schrodinger in a report on Wednesday, January 7th. They issued a “neutral” rating and a $18.00 price target for the company. Four analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $21.75.

Institutional Investors Weigh In On Schrodinger

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Massachusetts Financial Services Co. MA boosted its position in shares of Schrodinger by 38.7% during the third quarter. Massachusetts Financial Services Co. MA now owns 2,072,433 shares of the company’s stock valued at $41,573,000 after buying an additional 577,899 shares during the last quarter. Capital Fund Management S.A. purchased a new stake in Schrodinger during the second quarter worth about $1,486,000. Sumitomo Mitsui Trust Group Inc. grew its holdings in Schrodinger by 24.8% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 4,554,569 shares of the company’s stock valued at $91,365,000 after purchasing an additional 904,619 shares during the period. Nikko Asset Management Americas Inc. raised its stake in shares of Schrodinger by 7.2% in the second quarter. Nikko Asset Management Americas Inc. now owns 2,591,492 shares of the company’s stock valued at $52,089,000 after buying an additional 174,684 shares during the period. Finally, Citigroup Inc. lifted its holdings in Schrodinger by 122.5% during the third quarter. Citigroup Inc. now owns 155,209 shares of the company’s stock valued at $3,113,000 after purchasing an additional 85,448 shares during the last quarter. Institutional investors and hedge funds own 79.05% of the company’s stock.

Trending Headlines about Schrodinger

Here are the key news stories impacting Schrodinger this week:

• Positive Sentiment: Yahoo Finance piece highlights an evolving investment thesis as Schrödinger shifts toward hosted software and resets targets, which could support longer-term sentiment if adoption and ARR trajectory improve. How The Schrödinger (SDGR) Investment Story Is Evolving With Hosted Software And Reset Targets
• Neutral Sentiment: Transcript from Schrödinger’s TD Cowen conference presentation provides management commentary and detail that investors can use to re-assess guidance, product roadmap and commercialization progress; useful but not an immediate catalyst. Schrödinger, Inc. (SDGR) Presents at TD Cowen 46th Annual Health Care Conference Transcript
• Negative Sentiment: CEO Ramy Farid sold 3,661 shares at an average $12.91 (≈1.09% reduction in his stake), a high-profile insider sale that can signal near-term selling pressure. CEO Form 4
• Negative Sentiment: CFO Rachit Jain sold 1,631 shares at ~$12.90 (≈3.01% reduction), adding to the cluster of exec sales that market participants often interpret as a negative signal. CFO Form 4
• Negative Sentiment: Other senior leaders (EVPs Kenneth Lorton and Yvonne Tran, CAO Jenny Herman, and insiders Robert Abel, Karen Akinsanya) executed small-to-moderate sales (roughly 600–1,366 shares each around $12.80–$12.91), collectively reducing insider holdings and contributing to downward pressure. Sample Insider Filing (Robert Abel)
• Negative Sentiment: Multiple filings show these sales occurred within a short window (Mar 4–6), which magnifies market reaction compared with isolated, scheduled sales; however, each sale is a small percentage of total insider stakes and could reflect diversification or option/vesting activity rather than a change in corporate outlook. SEC Filings

Schrodinger Company Profile

Schrödinger, Inc is a life sciences and materials discovery company that specializes in the application of physics-based computational platforms to accelerate drug discovery and advanced materials design. Founded in 1990 by Professor Richard A. Friesner, Schrödinger has developed a suite of proprietary software tools—such as Maestro for molecular modeling, Glide for molecular docking and Jaguar for quantum chemistry calculations—that enable scientists to predict molecular behavior with high accuracy.