Tri Locum Partners LP Makes New $57.74 Million Investment in Vertex Pharmaceuticals Incorporated $VRTX

Tri Locum Partners LP acquired a new stake in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 129,314 shares of the pharmaceutical company’s stock, valued at approximately $57,744,000. Vertex Pharmaceuticals accounts for about 8.1% of Tri Locum Partners LP’s investment portfolio, making the stock its 5th largest holding.

A number of other institutional investors and hedge funds have also recently made changes to their positions in VRTX. Allworth Financial LP increased its stake in Vertex Pharmaceuticals by 414.1% during the 4th quarter. Allworth Financial LP now owns 14,036 shares of the pharmaceutical company’s stock worth $6,363,000 after acquiring an additional 11,306 shares during the period. Calamos Advisors LLC lifted its position in shares of Vertex Pharmaceuticals by 77.1% during the 1st quarter. Calamos Advisors LLC now owns 77,886 shares of the pharmaceutical company’s stock valued at $34,779,000 after acquiring an additional 33,917 shares during the period. Sandro Wealth Management LLC bought a new stake in shares of Vertex Pharmaceuticals during the 4th quarter valued at $1,436,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its holdings in shares of Vertex Pharmaceuticals by 11.9% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 34,991 shares of the pharmaceutical company’s stock worth $15,625,000 after purchasing an additional 3,710 shares in the last quarter. Finally, Meiji Yasuda America Inc bought a new position in shares of Vertex Pharmaceuticals in the fourth quarter worth $1,911,000. Institutional investors and hedge funds own 90.96% of the company’s stock.

Vertex Pharmaceuticals Stock Down 1.4%

Shares of VRTX stock opened at $483.33 on Thursday. The business has a fifty day simple moving average of $468.80 and a 200 day simple moving average of $460.09. The company has a market cap of $122.67 billion, a P/E ratio of 28.67, a P/E/G ratio of 2.21 and a beta of 0.29. Vertex Pharmaceuticals Incorporated has a twelve month low of $362.50 and a twelve month high of $533.67.

Vertex Pharmaceuticals (NASDAQ:VRTX) last released its earnings results on Monday, May 4th. The pharmaceutical company reported $4.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.23. The firm had revenue of $2.99 billion for the quarter, compared to analysts’ expectations of $2.99 billion. Vertex Pharmaceuticals had a return on equity of 23.86% and a net margin of 35.51%.The business’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.06 earnings per share. As a group, equities research analysts anticipate that Vertex Pharmaceuticals Incorporated will post 17.01 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Duncan Mckechnie sold 1,541 shares of the stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $519.00, for a total value of $799,779.00. Following the completion of the transaction, the executive vice president owned 11,001 shares of the company’s stock, valued at $5,709,519. This represents a 12.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CMO Carmen Bozic sold 596 shares of the firm’s stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $482.50, for a total transaction of $287,570.00. Following the completion of the sale, the chief marketing officer owned 15,337 shares in the company, valued at $7,400,102.50. This represents a 3.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 18,874 shares of company stock worth $8,707,966 in the last quarter. Corporate insiders own 0.20% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently commented on VRTX shares. Wall Street Zen downgraded Vertex Pharmaceuticals from a “buy” rating to a “hold” rating in a research note on Sunday, June 28th. Truist Financial increased their price objective on shares of Vertex Pharmaceuticals from $542.00 to $560.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Morgan Stanley raised their target price on shares of Vertex Pharmaceuticals from $612.00 to $616.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. Royal Bank Of Canada boosted their target price on shares of Vertex Pharmaceuticals from $543.00 to $570.00 and gave the company an “outperform” rating in a research report on Tuesday, July 7th. Finally, Weiss Ratings raised shares of Vertex Pharmaceuticals from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, July 17th. Twenty-two equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Vertex Pharmaceuticals has a consensus rating of “Moderate Buy” and a consensus target price of $559.61.

Vertex Pharmaceuticals News Roundup

Here are the key news stories impacting Vertex Pharmaceuticals this week:

• Positive Sentiment: Pipeline expansion: Vertex agreed to collaborate with AbCellera Biologics on discovering, developing, manufacturing and commercializing multispecific T-cell engagers for autoimmune diseases and other conditions. Vertex will fund the research and retain commercialization rights, providing a potential way to diversify beyond its cystic fibrosis franchise. AbCellera, Vertex partner on next-gen T-cell engagers
• Positive Sentiment: Estimates remain supportive: Erste Group Bank modestly raised its fiscal 2026 earnings-per-share forecast for Vertex to $16.95 from $16.93. The estimate remains close to the broader consensus of $17.01, suggesting expectations for continued earnings growth are largely intact.
• Neutral Sentiment: Second-quarter results are approaching: Analysts are focused on Vertex’s quarter ended June 2026, particularly revenue, earnings and operating metrics beyond headline consensus estimates. The company’s latest reported quarter exceeded earnings expectations, with revenue of $2.99 billion and year-over-year revenue growth of 8.3%, but investors may be cautious ahead of the next release. Vertex Q2 Earnings Preview
• Negative Sentiment: Valuation is mixed: Vertex has delivered strong long-term shareholder returns, and a discounted-cash-flow analysis suggests upside. However, market-based valuation multiples indicate the shares may be closer to fairly valued, limiting the immediate impact of pipeline news unless the collaboration produces meaningful clinical or commercial progress. Vertex Expands Its Pipeline Reach

Vertex Pharmaceuticals Company Profile

Vertex Pharmaceuticals Inc is a Boston-based biotechnology company focused on the discovery, development and commercialization of therapies for serious diseases. Founded in 1989, Vertex built its reputation on research-driven drug development and is best known for its work in cystic fibrosis (CF), where its portfolio of small-molecule CFTR modulators transformed standards of care for many people with the disease. The company operates research and development, manufacturing and commercial organizations and serves patients and healthcare systems in multiple international markets.

Vertex’s marketed products center on CFTR modulators that target the underlying cause of cystic fibrosis rather than just treating symptoms.