Revolution Medicines (NASDAQ:RVMD) COO Margaret Horn Sells 4,967 Shares of Stock

Revolution Medicines, Inc. (NASDAQ:RVMD) COO Margaret Horn sold 4,967 shares of the stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $199.24, for a total value of $989,625.08. Following the completion of the transaction, the chief operating officer directly owned 149,680 shares of the company’s stock, valued at $29,822,243.20. This represents a 3.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Revolution Medicines Trading Down 3.0%

RVMD opened at $190.95 on Friday. The company has a quick ratio of 11.38, a current ratio of 11.38 and a debt-to-equity ratio of 0.40. Revolution Medicines, Inc. has a 52 week low of $42.18 and a 52 week high of $224.31. The stock has a market cap of $40.93 billion, a PE ratio of -21.65 and a beta of 1.40. The business has a 50 day moving average of $199.57 and a 200-day moving average of $159.57.

Revolution Medicines (NASDAQ:RVMD) last issued its quarterly earnings results on Wednesday, August 5th. The company reported ($3.06) earnings per share for the quarter, missing the consensus estimate of ($2.04) by ($1.02). During the same period in the prior year, the firm earned ($1.31) earnings per share. Equities research analysts predict that Revolution Medicines, Inc. will post -8.87 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on RVMD shares. Weiss Ratings reiterated a “sell (d-)” rating on shares of Revolution Medicines in a research note on Friday, July 17th. Needham & Company LLC boosted their price objective on shares of Revolution Medicines from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Monday, August 31st. Oppenheimer upped their price objective on shares of Revolution Medicines from $230.00 to $260.00 and gave the stock an “outperform” rating in a report on Thursday, August 27th. Stifel Nicolaus raised their target price on shares of Revolution Medicines from $215.00 to $230.00 and gave the company a “buy” rating in a research note on Wednesday, September 9th. Finally, Raymond James Financial reiterated a “strong-buy” rating and set a $248.00 target price on shares of Revolution Medicines in a report on Thursday, August 27th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $226.17.

Revolution Medicines News Summary

Here are the key news stories impacting Revolution Medicines this week:

• Positive Sentiment: Revolution Medicines recently received regulatory approval for a new medicine, validating its approach to treating certain cancers. The treatment could potentially become the most-prescribed therapy in its indication, improving the company’s long-term commercial outlook. Revolution Medicines Just Hit a Major Milestone. Is the Stock a Buy?
• Neutral Sentiment: A comparison article weighing Axsome Therapeutics against Revolution Medicines highlights RVMD as a healthcare investment candidate, but does not provide a clearly new company-specific catalyst. Axsome Therapeutics vs. Revolution Medicines: Which Healthcare Stock Is a Better Buy in 2026?
• Negative Sentiment: Five company insiders, including the CFO and COO, collectively sold approximately $5.8 million of RVMD shares at $199.24 apiece. The filings state that the transactions were made to cover tax withholding obligations tied to vested equity awards, rather than for discretionary reasons. Nevertheless, the cluster of sales can create short-term supply and sentiment pressure. The insiders continued to hold substantial positions after the transactions. Revolution Medicines insider transaction filing

Institutional Investors Weigh In On Revolution Medicines

A number of institutional investors have recently modified their holdings of the stock. Janus Henderson Group PLC increased its holdings in shares of Revolution Medicines by 8.3% during the fourth quarter. Janus Henderson Group PLC now owns 12,303,502 shares of the company’s stock valued at $980,036,000 after acquiring an additional 947,448 shares in the last quarter. Geode Capital Management LLC boosted its stake in Revolution Medicines by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 3,161,963 shares of the company’s stock worth $251,912,000 after purchasing an additional 16,323 shares in the last quarter. Alphabet Inc. bought a new position in Revolution Medicines in the 2nd quarter worth about $551,843,000. Westfield Capital Management Co. LP grew its position in Revolution Medicines by 13.2% during the 4th quarter. Westfield Capital Management Co. LP now owns 2,845,013 shares of the company’s stock valued at $226,605,000 after purchasing an additional 331,046 shares during the last quarter. Finally, General Atlantic L.P. grew its position in Revolution Medicines by 13.7% during the 4th quarter. General Atlantic L.P. now owns 2,812,928 shares of the company’s stock valued at $224,050,000 after purchasing an additional 338,500 shares during the last quarter. 94.34% of the stock is owned by hedge funds and other institutional investors.

About Revolution Medicines

Revolution Medicines, Inc is a clinical-stage biotechnology company focused on developing targeted treatments for cancer. The company specializes in therapies designed to inhibit oncogenic RAS signaling, a pathway involved in many difficult-to-treat cancers, including tumors driven by KRAS mutations.

Its pipeline includes investigational RAS(ON) inhibitors intended to target active forms of RAS proteins. Key programs have included daraxonrasib (RMC-6236), an oral inhibitor being studied in cancers with a range of RAS mutations, as well as mutation-selective programs such as RMC-9805 for KRAS G12D and RMC-6291 for KRAS G12C.