AGIO

AGIOS PHARMACEUTICALS, INC.

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001439222
$28.29 -1.74% $1.7B
Insider Selling Cluster (6 insiders)3 New Institutional Positions
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders7 funds
Inst. Value$215.0M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 8S
Insider Net $-$1.2M
SEC Reports5
Press Releases2
Congressional1 trades
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001439222·Prev Close $28.79

Recent Activity

Jun 1, 2026 contract
Agios Enters Exclusive Global License Agreement with Oscotec to Develop and Commercialize Next-Generation SYK Inhibitor Cevidoplenib
Agios announces an agreement with Oscotec to license the exclusive global rights to cevidoplenib, a
Apr 29, 2026 SEC
Agios reported Q1 2026 revenue of $20.7M, more than doubling from $8.7M a year ago, driven by the U.S. launch of AQVESME
8-K — Impact 5/10
Apr 29, 2026 SEC
Agios Pharmaceuticals reported Q1 2026 revenue of $20.7M (beat $13.6M consensus by 53%) and EPS of -$1.69 (beat -$1.79 c
PRESS-RELEASE — Impact 6/10
Apr 24, 2026 SEC
Agios Pharmaceuticals has filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. This is a ro
DEFA14A — Impact 2/10
Apr 22, 2026 Event
AQVESME
WARNING: HEPATOCELLULAR INJURY AQVESME can cause serious hepatocellular injury. Measure liver labora
Apr 2, 2026 Insider
Burns James William sold 8,500 shares
Chief Legal Officer @ $0.00 ($0.00)
Apr 2, 2026 Insider
Burns James William sold 3,280 shares
Chief Legal Officer @ $34.71 ($113.8K)
Apr 2, 2026 Insider
Burns James William sold 8,500 shares
Chief Legal Officer @ $0.00 ($0.00)

Price Targets

$40.88 +44.5% upside Strong Buy
Current $28.29 Low $28.00 Median $38.00 High $59.00 8 analysts
$28.00 $59.00

Analyst Ratings

Buy75% buy · 16 analysts
5Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 30, 2026 Truist Securities MAINTAIN Buy → Buy
Apr 21, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 20, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy
Apr 6, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-1.64 ▼ -4.3% $-2.01 — $-1.48 15% YoY 8
Next Q $-1.47 ▼ -0.6% $-1.60 — $-1.31 17% YoY 10
Current FY $-6.11 ▼ -2.3% $-6.77 — $-5.50 14% YoY 8
Next FY $-4.67 $-6.16 — $-3.84 24% YoY 10

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$152.3M
MORGAN STANLEY$24.3MDOUBLED
BANK OF AMERICA CORP$14.7MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$13.1MNEW
TWO SIGMA INVESTMENTS, LP$8.2MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Apr 2, 2026Burns JamesM$0.00
Apr 2, 2026Burns JamesSELL$113.8K
Apr 2, 2026Burns JamesM$0.00
Apr 2, 2026Gheuens SarahM$0.00
Apr 2, 2026Gheuens SarahSELL$102.0K

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
7 institutional holders with $215.0M total value (7,899,615 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,594,353$152.3M70.8%
2MORGAN STANLEY894,037$24.3M11.3%DOUBLED +114.4%
3BANK OF AMERICA CORP /DE/539,341$14.7M6.8%TRIM -52.3%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC482,622$13.1M6.1%NEW
5TWO SIGMA INVESTMENTS, LP300,156$8.2M3.8%DOUBLED +403.4%
6WELLS FARGO & COMPANY/MN64,772$1.8M0.8%ADD +44.7%
7FMR LLC24,334$662.4K0.3%TRIM -29.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYDOUBLED416,998894,037+114.4%$24.3M2025-Q4
BANK OF AMERICA CORP /DE/TRIM1,130,000539,341-52.3%$14.7M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED59,629300,156+403.4%$8.2M2025-Q4
WELLS FARGO & COMPANY/MNADD44,75464,772+44.7%$1.8M2025-Q4
MORGAN STANLEYADD291,965416,998+42.8%$16.7M2025-Q3
UBS Group AGDOUBLED118,834242,813+104.3%$9.7M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW59,629$2.4M2025-Q3
NORGES BANKEXIT6,7560-100.0%$0.002025-Q3
WELLS FARGO & COMPANY/MNTRIM68,13737,694-44.7%$1.3M2025-Q2
NORGES BANKNEW6,756$224.7K2025-Q2
CITADEL ADVISORS LLCTRIM1,480,976934,899-36.9%$27.4M2025-Q1
UBS Group AGTRIM234,343131,642-43.8%$3.9M2025-Q1
WELLS FARGO & COMPANY/MNADD34,80868,137+95.8%$2.0M2025-Q1
FMR LLCTRIM25,32117,806-29.7%$521.7K2025-Q1
NORGES BANKEXIT145,0920-100.0%$0.002025-Q1
TWO SIGMA INVESTMENTS, LPEXIT109,3730-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED39,5361,480,976+3645.9%$48.7M2024-Q4
UBS Group AGDOUBLED114,186234,343+105.2%$7.7M2024-Q4
WELLS FARGO & COMPANY/MNTRIM118,20834,808-70.6%$1.1M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW465,620$20.7M2024-Q3
MORGAN STANLEYTRIM596,675348,973-41.5%$15.5M2024-Q3
7 unique insiders with 8 transactions. Net insider value: -$1.2M ($0.00 bought, $1.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 2, 2026Burns James WilliamChief Legal OfficerM8,500$0.00$0.00
Apr 2, 2026Burns James WilliamChief Legal OfficerSELL3,280$34.71$113.8K
Apr 2, 2026Burns James WilliamChief Legal OfficerM8,500$0.00$0.00
Apr 2, 2026Gheuens SarahChief Medical OfficerM8,500$0.00$0.00
Apr 2, 2026Gheuens SarahChief Medical OfficerSELL2,940$34.71$102.0K
Apr 2, 2026Gheuens SarahChief Medical OfficerM8,500$0.00$0.00
Apr 2, 2026Jones CeciliaChief Financial OfficerM8,500$0.00$0.00
Apr 2, 2026Jones CeciliaChief Financial OfficerSELL3,141$34.71$109.0K
Apr 2, 2026Jones CeciliaChief Financial OfficerM8,500$0.00$0.00
Apr 2, 2026Milanova TsvetaChief Commercial OfficerSELL3,262$34.71$113.2K
Apr 2, 2026Milanova TsvetaChief Commercial OfficerM8,500$0.00$0.00
Apr 2, 2026Viswanadhan KrishnanChief Corp Dev & StrategyM8,100$0.00$0.00
Apr 2, 2026Viswanadhan KrishnanChief Corp Dev & StrategySELL2,959$34.71$102.7K
Apr 2, 2026Milanova TsvetaChief Commercial OfficerM8,500$0.00$0.00
Apr 2, 2026Viswanadhan KrishnanChief Corp Dev & StrategyM8,100$0.00$0.00
Apr 2, 2026Goff BrianChief Executive OfficerM25,528$0.00$0.00
Apr 2, 2026Goff BrianChief Executive OfficerSELL12,472$34.71$432.9K
Apr 2, 2026Goff BrianChief Executive OfficerM25,528$0.00$0.00
Mar 5, 2026Viswanadhan KrishnanChief Corp Dev & StrategyM8,100$0.00$0.00
Mar 5, 2026Viswanadhan KrishnanChief Corp Dev & StrategyM8,100$0.00$0.00
Mar 5, 2026Viswanadhan KrishnanChief Corp Dev & StrategySELL2,959$27.80$82.3K
Mar 3, 2026Washburn Theodore James Jr.Principal Accounting OfficerSELL5,272$28.88$152.3K
Mar 2, 2026Goff BrianChief Executive OfficerM8,500$0.00$0.00
Mar 2, 2026Gheuens SarahChief Medical OfficerM4,000$0.00$0.00
Mar 2, 2026Jones CeciliaChief Financial OfficerM2,000$0.00$0.00
Mar 2, 2026Milanova TsvetaChief Commercial OfficerM5,666$0.00$0.00
Mar 2, 2026Washburn Theodore James Jr.Principal Accounting OfficerM2,350$0.00$0.00
Mar 2, 2026Goff BrianChief Executive OfficerM8,500$0.00$0.00
Mar 2, 2026Burns James WilliamChief Legal OfficerM4,000$0.00$0.00
Mar 2, 2026Burns James WilliamChief Legal OfficerM4,000$0.00$0.00
Mar 2, 2026Gheuens SarahChief Medical OfficerM4,000$0.00$0.00
Mar 2, 2026Jones CeciliaChief Financial OfficerM2,000$0.00$0.00
Mar 2, 2026Milanova TsvetaChief Commercial OfficerM5,666$0.00$0.00
Mar 2, 2026Washburn Theodore James Jr.Principal Accounting OfficerM2,350$0.00$0.00
Mar 1, 2026Viswanadhan KrishnanChief Corp Dev & StrategyA14,000$0.00$0.00
Mar 1, 2026Viswanadhan KrishnanChief Corp Dev & StrategyA52,000$0.00$0.00
Mar 1, 2026Goff BrianChief Executive OfficerA48,000$0.00$0.00
Mar 1, 2026Gheuens SarahChief Medical OfficerA14,000$0.00$0.00
Mar 1, 2026Gheuens SarahChief Medical OfficerA52,000$0.00$0.00
Mar 1, 2026Milanova TsvetaChief Commercial OfficerA14,000$0.00$0.00
Mar 1, 2026Washburn Theodore James Jr.Principal Accounting OfficerA8,452$0.00$0.00
Mar 1, 2026Goff BrianChief Executive OfficerA174,000$0.00$0.00
Mar 1, 2026Burns James WilliamChief Legal OfficerA14,000$0.00$0.00
Mar 1, 2026Burns James WilliamChief Legal OfficerA52,000$0.00$0.00
Mar 1, 2026Jones CeciliaChief Financial OfficerA14,000$0.00$0.00
Mar 1, 2026Jones CeciliaChief Financial OfficerA52,000$0.00$0.00
Mar 1, 2026Milanova TsvetaChief Commercial OfficerA52,000$0.00$0.00
Current analyst consensus: Buy (75% buy). Based on 16 analysts: 5 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$40.88 mean target +44.5% upside Strong Buy (1.60)
$28.00 Low $59.00 High
MetricValue
Current Price$28.29
Target Low$28.00
Target Mean$40.88
Target Median$38.00
Target High$59.00
# Analysts8
RecommendationStrong Buy (1.60)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-1.64 $-2.01 $-1.48 14.8% -4.3% 1↑ 2↓ $0.0B 115.7% 8
Next Q
2026-09-30
$-1.47 $-1.60 $-1.31 17.4% -0.6% 1↑ 0↓ $0.0B 167.2% 10
Current FY
2026-12-31
$-6.11 $-6.77 $-5.50 14.2% -2.3% 4↑ 0↓ $0.1B 130.8% 8
Next FY
2027-12-31
$-4.67 $-6.16 $-3.84 24.3% +0.1% 1↑ 2↓ $0.3B 108.0% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-1.644
7d ago$-1.576-0.068
30d ago$-1.576-0.068
60d ago$-1.685+0.041
90d ago$-1.707+0.063
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 B of A Securities MAINTAIN Buy Buy
Apr 30, 2026 Truist Securities MAINTAIN Buy Buy
Apr 21, 2026 B of A Securities MAINTAIN Buy Buy
Apr 20, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Apr 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 1, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Mar 5, 2026 Citigroup MAINTAIN Buy Buy
Feb 12, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Jan 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Dec 26, 2025 Leerink Partners MAINTAIN Outperform Outperform
Dec 24, 2025 Truist Securities MAINTAIN Buy Buy
Dec 24, 2025 B of A Securities MAINTAIN Buy Buy
Dec 24, 2025 HC Wainwright & Co. MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265740075%
May 1, 20265740075%
Apr 1, 20265740075%
Mar 1, 20265740075%
Feb 1, 20265740075%
Jan 1, 20265740075%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 3, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Agios Pharmaceuticals IncApr 8, 2026 (37d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 1, 2026
contract
Agios Enters Exclusive Global License Agreement with Oscotec to Develop and Commercialize Next-Generation SYK Inhibitor Cevidoplenib
Agios announces an agreement with Oscotec to license the exclusive global rights to cevidoplenib, a novel, next generation, oral SYK inhibitor
May 29, 2026
fda
Agios Provides Update on Phase 2b Trial of Tebapivat in Lower-Risk Myelodysplastic Syndromes
Agios provides update on Phase 2b trial of tebapivat in lower-risk myelodysplastic syndromes
May 22, 2026
other
Agios’ PYRUKYND® (mitapivat) Approved in the European Union for Adults with Thalassemia
PYRUKYND (mitapivat) approved in the European Union for adults with thalassemia
May 12, 2026
other
Agios Submits sNDA to FDA for U.S. Accelerated Approval of Mitapivat in Sickle Cell Disease
Agios announces the submission of its sNDA to the FDA for the U.S. accelerated approval of mitapivat in sickle cell disease
May 12, 2026
other
Agios to Present New Data at EHA 2026 Reinforcing the Significant Therapeutic Impact of Mitapivat Across Multiple Rare Hemolytic Anemias
Agios announces new data on mitapivat will be featured in oral and poster presentations at EHA 2026 in Stockholm, Sweden, June 11-14, 2026
May 2, 2026
Clinical Trial
A Study of AG-348 in Adult Participants With Pyruvate Kinase (PK) Deficiency
Phase Phase 2 — COMPLETED
Apr 29, 2026
earnings
Agios Reports First Quarter 2026 Financial Results and Provides Business Update
Agios announces first quarter 2026 financial results and provides business update.
Apr 29, 2026
earnings_calendar
AGIO Q1 2026 Earnings Scheduled — 2026-04-29
Apr 22, 2026
FDA
AQVESME
WARNING: HEPATOCELLULAR INJURY AQVESME can cause serious hepatocellular injury. Measure liver laboratory tests (ALT, AST, alkaline phosphatase, and to
Apr 6, 2026
earnings
Agios to Host First Quarter 2026 Financial Results Conference Call and Webcast on April 29 at 8:00 a.m. ET
Agios will report its first quarter 2026 financial results and business highlights on Wednesday, April 29, 2026.
Mar 31, 2026
short_volume
Short Volume: AGIO — 58.1% short (0.9M / 1.5M)
Short: 883,872 | Exempt: 1,585 | TRF Vol: 1,522,539 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
short_volume
Short Volume: AGIO — 89.3% short (0.5M / 0.5M)
Short: 450,696 | Exempt: 1,622 | TRF Vol: 504,947 | Short Ratio: 89.3% | Off-exchange volume (dark pool + OTC)
Dec 7, 2025
fda_pdufa
PDUFA: AGIO — PYRUKYND in non transfusion-dependent and transfusion-dependent alpha- or beta-thalassemia — 2025-12-07
FDA target action date 2025-12-07 for AGIO (AGIOS PHARMACEUTICALS, INC.). Drug: PYRUKYND. Indication: non transfusion-dependent and transfusion-depend