Oruka Therapeutics, Inc. $ORKA is Fairmount Funds Management LLC’s 7th Largest Position

Fairmount Funds Management LLC lifted its holdings in shares of Oruka Therapeutics, Inc. (NASDAQ:ORKA) by 9.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,705,262 shares of the company’s stock after buying an additional 333,340 shares during the period. Oruka Therapeutics makes up 6.4% of Fairmount Funds Management LLC’s portfolio, making the stock its 7th biggest position. Fairmount Funds Management LLC owned about 8.92% of Oruka Therapeutics worth $71,252,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Legal & General Group Plc purchased a new position in Oruka Therapeutics in the 2nd quarter worth about $28,000. Ameritas Investment Partners Inc. purchased a new stake in shares of Oruka Therapeutics during the 2nd quarter valued at about $31,000. BNP Paribas Financial Markets boosted its holdings in shares of Oruka Therapeutics by 464.0% during the 2nd quarter. BNP Paribas Financial Markets now owns 2,803 shares of the company’s stock valued at $31,000 after acquiring an additional 2,306 shares during the last quarter. PNC Financial Services Group Inc. bought a new stake in shares of Oruka Therapeutics in the third quarter worth approximately $39,000. Finally, Russell Investments Group Ltd. bought a new stake in shares of Oruka Therapeutics in the third quarter worth approximately $43,000. 56.44% of the stock is currently owned by institutional investors.

Insider Transactions at Oruka Therapeutics

In other Oruka Therapeutics news, insider Joana Goncalves sold 7,000 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $32.37, for a total transaction of $226,590.00. Following the completion of the sale, the insider owned 34,018 shares of the company’s stock, valued at approximately $1,101,162.66. The trade was a 17.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders sold a total of 21,000 shares of company stock worth $663,530 over the last three months. Insiders own 24.69% of the company’s stock.

Oruka Therapeutics Price Performance

Shares of Oruka Therapeutics stock opened at $40.00 on Monday. Oruka Therapeutics, Inc. has a 1-year low of $5.49 and a 1-year high of $41.19. The company’s fifty day simple moving average is $32.92 and its 200-day simple moving average is $27.68. The stock has a market capitalization of $1.98 billion, a PE ratio of -21.51 and a beta of -0.38.

Oruka Therapeutics (NASDAQ:ORKA) last posted its quarterly earnings data on Thursday, March 12th. The company reported ($0.45) EPS for the quarter, topping the consensus estimate of ($0.61) by $0.16. As a group, research analysts anticipate that Oruka Therapeutics, Inc. will post -3.41 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on ORKA shares. Guggenheim restated a “buy” rating and set a $60.00 price objective on shares of Oruka Therapeutics in a research report on Friday. UBS Group began coverage on shares of Oruka Therapeutics in a research report on Wednesday, January 7th. They issued a “buy” rating and a $50.00 target price for the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Oruka Therapeutics in a research note on Thursday, January 22nd. Wedbush reissued an “outperform” rating and set a $45.00 price target on shares of Oruka Therapeutics in a report on Friday. Finally, Stifel Nicolaus raised their price target on Oruka Therapeutics from $47.00 to $72.00 and gave the stock a “buy” rating in a research note on Friday. Nine equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $56.67.

Oruka Therapeutics News Summary

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

• Positive Sentiment: Multiple brokerages raised or reaffirmed bullish ratings and lifted price targets (signals of stronger buy-side conviction and potential re-rating of the stock). Benzinga
• Positive Sentiment: Barclays raised its price target to $50 and set an “overweight” rating, implying meaningful upside from current levels. Benzinga
• Positive Sentiment: BTIG reiterated a “buy” and kept a $73 price target, the highest among recent notes, which can attract momentum investors. Benzinga Street Insider
• Positive Sentiment: Stifel Nicolaus raised its target to $72 and maintained a “buy,” reinforcing analyst consensus around significant upside. Benzinga
• Positive Sentiment: Guggenheim reaffirmed a “buy” with a $60 target and Wedbush kept an “outperform” at $45 — additional corroboration from the sell-side. Benzinga
• Positive Sentiment: Oruka reported Q4 results with EPS of ($0.45), beating consensus (($0.61)), which reduces short‑term execution risk and supports the bullish analyst activity. Press Release
• Positive Sentiment: Corporate update: ORKA-001 (EVERLAST-A) 16‑week data now expected in 2Q 2026 after rapid enrollment, with longer-term follow-up in 2H 2026 — an accelerated clinical timetable is a near-term catalyst for valuation. GlobeNewswire

Oruka Therapeutics Company Profile

Oruka Therapeutics, Inc is a clinical‐stage biopharmaceutical company focused on the development of novel peptide‐based therapies for oncology. The company’s proprietary stapled peptide platform is designed to selectively disrupt intracellular protein–protein interactions that drive tumor growth and immune evasion. By combining the specificity of biologics with the cell‐permeability of small molecules, Oruka aims to target cancer pathways that have been historically considered “undruggable.”

The company’s lead candidate, ONCT-01, is currently in Phase 1 clinical trials for patients with advanced solid tumors, assessing safety, tolerability and preliminary efficacy.