RPRX Royalty Pharma plc
Price Chart
Executive Summary
Royalty Pharma reported Q1 2026 Portfolio Receipts of $925M (+10% YoY) and Royalty Receipts of $887M (+13% YoY), driven by Tremfya, Voranigo, and Evrysdi. The company raised full-year 2026 Portfolio Receipts guidance to $3.325B-$3.450B (from $3.275B-$3.425B), reflecting expected Royalty Receipts growth of 4%-8%. Net cash from operations was $718M, up 20% YoY, and the company deployed $528M in capital during the quarter.
Key Financial Metrics
Actionable Insight
The raised guidance and double-digit Royalty Receipts growth signal continued momentum in the core royalty portfolio. Watch for further R&D co-funding deals (J&J, Teva) and clinical catalysts (daraxonrasib pancreatic cancer data, Ziihera PDUFA date Aug 25, 2026) that could drive incremental upside to Portfolio Receipts.
Key Facts
- Portfolio Receipts grew 10% YoY to $925M in Q1 2026
- Royalty Receipts grew 13% YoY to $887M
- Raised full-year 2026 Portfolio Receipts guidance to $3.325B-$3.450M (from $3.275B-$3.425B)
- Net cash from operations of $718M, up 20% YoY
- Adjusted EBITDA (non-GAAP) of $889M, up 21% YoY
- Portfolio Cash Flow (non-GAAP) of $722M, up 18% YoY
- Announced up to $1.25B in new royalty transactions in Q1
- Recorded $69M non-cash impairment charge related to Tazverik
- Repurchased 1.1M shares for $50M in Q1
Financial Impact
Portfolio Receipts guidance raised by $50M at midpoint; Royalty Receipts growth of 4-8% expected for FY2026
Risk Factors
- Promacta revenue declined 61% YoY due to generic competition
- Tazverik withdrawal and $69M impairment charge
- Potential for further generic erosion in the portfolio
- Interest expense increased to $94M from $65M YoY
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001802768-26-000008 |
| Document: 0001802768-26-000008-index.html | 0001802768-26-000008 |
| Document: 0001802768-26-000008.txt | 0001802768-26-000008 |
| 8-K Data (Synthetic) | 0001802768-26-000008 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 28, 2026
12d ago
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Insider Cluster
| $55.76 $55.87 | ▲ +0.20% | ▲ +2.72% | $54.86 (−1.61%) |
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May 28, 2026
12d ago
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8-K
| $55.76 $54.97 | ▼ −1.42% | ▼ −1.12% | $54.86 (−1.61%) |
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May 22, 2026
19d ago
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Insider Cluster
| $54.50 $55.18 | ▲ +1.25% | ▼ −0.41% | $54.86 (+0.66%) |
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May 15, 2026
25d ago
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Insider Cluster
| $52.07 $53.86 | ▲ +3.44% | ▲ +1.82% | $54.86 (+5.36%) |
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May 14, 2026
26d ago
|
144
| $52.85 $54.50 | ▲ +3.12% | ▲ +2.16% | $54.86 (+3.80%) |
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May 6, 2026
4w ago
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8-K
| $50.72 $51.70 | ▲ +1.93% | ▲ +0.80% | $54.86 (+8.16%) |
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Apr 17, 2026
7w ago
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Press Release
| $50.00 $49.38 | ▼ −1.24% | ▼ −1.79% | $54.86 (+9.72%) |
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Apr 15, 2026
7w ago
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Press Release
| $48.48 $49.64 | ▲ +2.39% | ▲ +1.41% | $54.86 (+13.16%) |
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Apr 10, 2026
8w ago
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DEFA14A
| $48.43 $49.30 | ▲ +1.80% | ▼ −1.50% | $54.86 (+13.28%) |
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Mar 30, 2026
10w ago
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Press Release
| $46.37 $46.87 | ▲ +1.08% | ▼ −3.22% | $54.86 (+18.31%) |
US Market Status
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