Vanguard Group Inc. Cuts Position in Arcellx, Inc. $ACLX

Vanguard Group Inc. lessened its stake in Arcellx, Inc. (NASDAQ:ACLX) by 1.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,907,087 shares of the company’s stock after selling 37,798 shares during the period. Vanguard Group Inc. owned 0.07% of Arcellx worth $320,772,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of ACLX. CWM LLC lifted its position in Arcellx by 267.0% during the third quarter. CWM LLC now owns 345 shares of the company’s stock valued at $28,000 after acquiring an additional 251 shares during the last quarter. State of Wyoming purchased a new stake in shares of Arcellx during the 2nd quarter valued at $28,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Arcellx in the 3rd quarter worth $62,000. PNC Financial Services Group Inc. grew its stake in Arcellx by 183.4% during the 2nd quarter. PNC Financial Services Group Inc. now owns 751 shares of the company’s stock worth $49,000 after buying an additional 486 shares during the last quarter. Finally, Principal Financial Group Inc. acquired a new position in Arcellx during the 3rd quarter valued at about $215,000. 96.03% of the stock is currently owned by institutional investors.

Insider Transactions at Arcellx

In other Arcellx news, insider Rami Elghandour sold 89,916 shares of the stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $113.92, for a total transaction of $10,243,230.72. Following the completion of the transaction, the insider owned 276,051 shares of the company’s stock, valued at $31,447,729.92. This trade represents a 24.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Christopher Heery sold 7,437 shares of Arcellx stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $65.51, for a total value of $487,197.87. Following the completion of the sale, the insider directly owned 29,631 shares of the company’s stock, valued at $1,941,126.81. The trade was a 20.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 109,366 shares of company stock worth $11,526,708 in the last ninety days. 8.35% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities analysts recently issued reports on ACLX shares. UBS Group lowered Arcellx from a “buy” rating to a “neutral” rating and raised their target price for the stock from $100.00 to $115.00 in a research note on Tuesday. Guggenheim cut shares of Arcellx from a “buy” rating to a “neutral” rating and reduced their target price for the stock from $120.00 to $115.00 in a report on Wednesday. Citigroup lowered shares of Arcellx from a “buy” rating to a “neutral” rating and upped their price target for the company from $110.00 to $115.00 in a report on Tuesday. Wells Fargo & Company cut Arcellx from an “overweight” rating to an “equal weight” rating and set a $115.00 price target for the company. in a report on Monday, February 23rd. Finally, Canaccord Genuity Group set a $115.00 price objective on Arcellx in a research report on Monday. One research analyst has rated the stock with a Buy rating, sixteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $111.87.

Arcellx Price Performance

ACLX stock opened at $113.79 on Friday. Arcellx, Inc. has a 1 year low of $47.86 and a 1 year high of $114.26. The firm has a market capitalization of $6.58 billion, a PE ratio of -28.95 and a beta of 0.36. The business has a 50 day simple moving average of $71.81 and a 200-day simple moving average of $76.22.

Arcellx News Summary

Here are the key news stories impacting Arcellx this week:

• Neutral Sentiment: Reported short-interest data shows zero shares and a 0.0 days-to-cover figure for late February; this looks like a data or reporting anomaly rather than a meaningful change in market positioning — monitor for corrected filings or confirmations from exchanges.
• Neutral Sentiment: HC Wainwright published an FY2030 earnings forecast for Arcellx; long-range model updates can influence valuation assumptions but are less likely to move the stock immediately than near-term operational news. FY2030 Earnings Forecast for Arcellx Issued By HC Wainwright
• Neutral Sentiment: Market commentary pieces (example: “Is It Too Late To Consider Arcellx…”) are evaluating the recent run-up and valuation; these are background reads that may sway retail interest but do not constitute new company fundamentals. Is It Too Late To Consider Arcellx (ACLX) After Its Recent Share Price Surge?
• Negative Sentiment: Insider selling: Director Rami Elghandour sold 89,916 shares at ~$113.92 (≈$10.24M), cutting his stake by ~24.6%. Large insider sales at current levels can weigh on sentiment, especially after a recent price run. SEC Filing
• Negative Sentiment: Quarterly results: ACLX reported EPS of ($1.01), matching consensus, but revenue was $1.65M vs. expectations of $13.4M — a sizable revenue shortfall that highlights execution or timing risk and likely increases near-term volatility and downside pressure.
• Negative Sentiment: Analyst actions: UBS downgraded the stock, and both Robert W. Baird and Canaccord Genuity moved ACLX to “Hold” — multiple downward analyst moves reduce buy-side momentum and can trigger short-term selling. UBS downgrades Arcellx (ACLX) Cut to Hold at Robert W. Baird Cut to Hold at Canaccord Genuity Group

Arcellx Company Profile

Arcellx, Inc (NASDAQ: ACLX) is a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of next-generation cell therapies for oncology and autoimmune diseases. The company’s proprietary ARC-SparX™ platform is designed to enable precise control over cell-surface receptor activation and to improve the safety, efficacy and durability of adoptive cell therapies. Leveraging this technology, Arcellx engineers immune cells with modular antigen-binding domains that can be exchanged to target a variety of disease-associated markers.

The company’s pipeline comprises multiple wholly owned programs in hematologic malignancies and solid tumors at various stages of preclinical and clinical development.