ALEC

Alector, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · CIK 0001653087
$1.53 -2.55% $169.9M
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)8 New Institutional Positions3 Institutional Exits
Vol
Market Cap$169.9M
Cap SizeMicro Cap
Analyst ConsensusBuy (57%)
Inst. Holders50 funds
Inst. Value$75.2M
Inst. Activity8 buys / 3 sells
Insider Activity0B / 11S
Insider Net $-$506.8K
Reddit Sentiment33° Cool
SEC Reports6
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·CIK 0001653087·Prev Close $1.57

Recent Activity

Jun 11, 2026 SEC
Institutional cluster for ALEC shows 5 active/quant funds adding $6.7M in positions while 3 passive funds trimmed $683K
INST-CLUSTER — Impact 4/10
Jun 3, 2026 SEC
CEO Arnon Rosenthal and CFO Neil Berkley sold a combined $210K in open-market sales on June 2, 2026, with the CEO alone
CLUSTER — Impact 3/10
Jun 3, 2026 Insider
Wong-Sarad Grace sold 3,475 shares
Principal Accounting Officer @ $1.88 ($6.5K)
Jun 2, 2026 Insider
Wong-Sarad Grace sold 5,709 shares
Principal Accounting Officer @ $1.97 ($11.3K)
Jun 2, 2026 Insider
Rosenthal Arnon sold 87,216 shares
Chief Executive Officer @ $1.97 ($172.2K)
May 7, 2026 SEC
Alector entered into an at-the-market (ATM) equity offering agreement with TD Cowen to sell up to $125M of common stock,
8-K — Impact 6/10
Inst.
MACKENZIE FINANCIAL CORP — ADD
857,354 shares ($1.8M)
Inst.
MARSHALL WACE, LLP — TRIM
620,424 shares ($1.3M)

Price Targets

$3.10 +102.6% upside Strong Buy
Current $1.53 Low $1.00 Median $2.00 High $6.00 5 analysts
$1.00 $6.00

Analyst Ratings

Hold57% buy · 14 analysts
3Strong Buy
5Buy
4Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 15, 2026 Cantor Fitzgerald UPGRADE Neutral → Overweight
Mar 10, 2026 BTIG UPGRADE Neutral → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.23 ▼ -29.7% $-0.31 — $-0.18 24% YoY 6
Next Q $-0.23 ▼ -25.9% $-0.29 — $-0.18 33% YoY 6
Current FY $-0.88 ▼ -4.4% $-1.06 — $-0.75 36% YoY 6
Next FY $-0.70 ▲ +20.6% $-0.95 — $-0.41 21% YoY 7

Top Institutional Holders

FundValueMove
BlackRock, Inc.$16.6M
VANGUARD CAPITAL MANAGEMENT LLC$7.9M
D. E. Shaw &$7.2MDOUBLED
BALYASNY ASSET MANAGEMENT L.P.$6.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$5.6M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Wong-Sarad GraceSELL$6.5K
Jun 2, 2026Wong-Sarad GraceSELL$11.3K
Jun 2, 2026Rosenthal ArnonSELL$172.2K
Jun 2, 2026Berkley NeilSELL$38.2K
Jun 1, 2026SCHELLER RICHARDA$0.00

Reddit Sentiment

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish
50 institutional holders with $75.2M total value (35,000,497 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, D.. Net buying activity: 8 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.7,741,245$16.6M22.1%
2VANGUARD CAPITAL MANAGEMENT LLC3,678,722$7.9M10.5%
3D. E. Shaw & Co., Inc.3,332,835$7.2M9.5%DOUBLED +141.8%
4BALYASNY ASSET MANAGEMENT L.P.2,935,253$6.3M8.4%
5VANGUARD PORTFOLIO MANAGEMENT LLC2,583,542$5.6M7.4%
6STATE STREET CORP1,865,526$4.0M5.3%
7FMR LLC1,796,104$3.9M5.1%NEAR_EXIT -85.3%
8RENAISSANCE TECHNOLOGIES LLC1,287,691$2.8M3.7%ADD +62.6%
9TWO SIGMA INVESTMENTS, LP1,279,306$2.8M3.7%DOUBLED +238.5%
10DEUTSCHE BANK AG\1,092,903$2.3M3.1%
11MACKENZIE FINANCIAL CORP857,354$1.8M2.5%ADD +29.9%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC787,408$1.7M2.3%
13MARSHALL WACE, LLP620,424$1.3M1.8%TRIM -46.8%
14GOLDMAN SACHS GROUP INC604,562$1.3M1.7%
15PANAGORA ASSET MANAGEMENT INC590,388$1.3M1.7%TRIM -30.6%
16VANGUARD FIDUCIARY TRUST CO577,939$1.2M1.7%
17BANK OF AMERICA CORP /DE/380,908$819.0K1.1%DOUBLED +183.2%
18MORGAN STANLEY364,567$783.8K1.0%TRIM -26.5%
19DIMENSIONAL FUND ADVISORS LP283,817$609.8K0.8%ADD +42.5%
20AMERIPRISE FINANCIAL INC271,272$583.2K0.8%ADD +29.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MACKENZIE FINANCIAL CORPADD660,168857,354+29.9%$1.8M2026-Q1
MARSHALL WACE, LLPTRIM1,166,817620,424-46.8%$1.3M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM850,298590,388-30.6%$1.3M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED134,506380,908+183.2%$819.0K2026-Q1
DIMENSIONAL FUND ADVISORS LPADD199,126283,817+42.5%$609.8K2026-Q1
Point72 Asset Management, L.P.DOUBLED23,10280,091+246.7%$172.2K2026-Q1
SEI INVESTMENTS CODOUBLED16,88453,846+218.9%$115.8K2026-Q1
CWM, LLCDOUBLED12,16428,985+138.3%$62.3K2026-Q1
Cerity Partners LLCADD13,68226,976+97.2%$58.0K2026-Q1
PRUDENTIAL FINANCIAL INCTRIM32,22523,795-26.2%$51.2K2026-Q1
Legal & General Group PlcADD6,0398,346+38.2%$17.9K2026-Q1
D. E. Shaw & Co., Inc.DOUBLED978,2042,365,151+141.8%$3.7M2025-Q4
FMR LLCNEAR_EXIT15,181,8492,231,171-85.3%$3.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD949,1501,543,650+62.6%$2.4M2025-Q4
MARSHALL WACE, LLPDOUBLED151,6431,166,817+669.4%$1.8M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED307,1791,039,656+238.5%$1.6M2025-Q4
MACKENZIE FINANCIAL CORPDOUBLED283,712660,168+132.7%$1.0M2025-Q4
AMERIPRISE FINANCIAL INCADD274,042354,299+29.3%$552.7K2025-Q4
MORGAN STANLEYTRIM434,168319,072-26.5%$497.8K2025-Q4
Invesco Ltd.ADD192,311279,468+45.3%$436.0K2025-Q4
DIMENSIONAL FUND ADVISORS LPTRIM295,846199,126-32.7%$310.5K2025-Q4
BANK OF AMERICA CORP /DE/TRIM246,283134,506-45.4%$209.8K2025-Q4
WELLS FARGO & COMPANY/MNADD52,42590,108+71.9%$140.6K2025-Q4
Russell Investments Group, Ltd.TRIM104,82471,887-31.4%$112.1K2025-Q4
Blackstone Inc.DOUBLED25,71566,859+160.0%$104.3K2025-Q4
4 unique insiders with 14 transactions. Net insider value: -$506.8K ($0.00 bought, $506.8K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL3,475$1.88$6.5K
Jun 2, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL5,709$1.97$11.3K
Jun 2, 2026Rosenthal ArnonChief Executive OfficerSELL87,216$1.97$172.2K
Jun 2, 2026Berkley Neil LindsayCFO & Chief Business OfficerSELL19,360$1.97$38.2K
Jun 1, 2026SCHELLER RICHARD HDirectorAWARD10,833
Apr 16, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL1,820$2.65$4.8K
Mar 15, 2026Berkley Neil LindsayCFO & Chief Business OfficerAWARD54,600
Mar 13, 2026Rosenthal ArnonChief Executive OfficerAWARD116,246
Mar 10, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL1,000$2.65$2.6K
Mar 3, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL3,367$2.08$7.0K
Mar 2, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL8,071$2.12$17.1K
Mar 2, 2026Rosenthal ArnonChief Executive OfficerSELL81,864$2.12$173.8K
Mar 2, 2026Berkley Neil LindsayCFO & Chief Business OfficerSELL29,649$2.12$63.0K
Feb 26, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL4,079$2.50$10.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (57% buy). Based on 14 analysts: 3 strong buy, 5 buy, 4 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$3.10 mean target +102.6% upside Strong Buy (3.00)
$1.00 Low $6.00 High
MetricValue
Current Price$1.53
Target Low$1.00
Target Mean$3.10
Target Median$2.00
Target High$6.00
# Analysts5
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.23 $-0.31 $-0.18 23.9% -29.7% 2↑ 2↓ $0.0B -78.2% 6
Next Q
2026-09-30
$-0.23 $-0.29 $-0.18 33.3% -25.9% 2↑ 2↓ $0.0B -44.9% 6
Current FY
2026-12-31
$-0.88 $-1.06 $-0.75 36.5% -4.4% 5↑ 1↓ $0.0B -67.4% 6
Next FY
2027-12-31
$-0.70 $-0.95 $-0.41 20.8% +20.6% 5↑ 1↓ $0.0B 233.7% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.228
7d ago$-0.226-0.003
30d ago$-0.176-0.052
60d ago$-0.280+0.052
90d ago$-0.395+0.167
2 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 15, 2026 Cantor Fitzgerald UPGRADE Neutral Overweight
Mar 10, 2026 BTIG UPGRADE Neutral Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263542057%
May 1, 20263542057%
Apr 1, 20261163215%
Mar 1, 2026017328%
Feb 1, 2026017328%
Jan 1, 2026017328%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 14, 2026140° Cool011
Mar 14, 2026140° Cool011

Recent Reddit Threads

r/options Bearish 3mo ago
Riskless call calendar part #2: closing trade
▲ 1 💬 0 ⚡ 0.5
Jun 2, 2026
short_volume
Short Volume: ALEC — 69.2% short (0.4M / 0.5M)
Short: 371,463 | Exempt: 96,223 | TRF Vol: 536,666 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: ALEC — 70.4% short (0.4M / 0.6M)
Short: 387,688 | Exempt: 7,572 | TRF Vol: 550,489 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Alector Reports First Quarter 2026 Financial Results and Provides Business Update
<p align="center"><em>Advancing the Alector Brain Carrier (ABC) platform across multiple therapeutic modalities, including antibodies, enzymes, and si
Apr 30, 2026
earnings_calendar
ALEC Q1 2026 Earnings Scheduled — 2026-04-30
Mar 27, 2026
Clinical Trial
A Long-term Extension Study to Evaluate Safety, Tolerability, and Efficacy of AL002 in Alzheimer's Disease
Phase Phase 2 — TERMINATED
Mar 3, 2026
earnings_calendar
ALEC Q4 2025 Earnings After Market Close — 2026-03-03