IRON
Disc Medicine, Inc.
$69.83
-0.37%
$2.7B
No data for this timeframe.
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders50 funds
Inst. Value$1.4B
Inst. Activity8 buys / 13 sells
Insider Activity0B / 9S
Insider Net $-$2.5M
Reddit Sentiment64° Warm
SEC Reports4
Press Releases3
Recent Activity
Jun 12, 2026
fda
Disc Medicine Presents Positive Clinical Updates at the 2026 European Hematology Association (EHA) Annual Meeting
<p>WATERTOWN, Mass., June 12, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinic
May 5, 2026
SEC
Disc Medicine reported Q1 2026 EPS of -$1.65, slightly beating the -$1.73 consensus by 4.6%, but net loss widened to $63
PRESS-RELEASE — Impact 5/10
May 5, 2026
SEC
Disc Medicine reported Q1 2026 results with a net loss of $63.5M ($1.65/share), wider than the $34.1M loss in Q1 2025, d
8-K — Impact 4/10
Apr 15, 2026
SEC
Two C-suite executives at Disc Medicine, Inc. (IRON) sold shares worth $694K in the past week, including CFO Jean M. Fra
CLUSTER — Impact 7/10
Apr 14, 2026
Insider
Franchi Jean M. sold 6,257 shares
Chief Financial Officer @ $69.24 ($433.2K)
Apr 13, 2026
Insider
Franchi Jean M. sold 400 shares
Chief Financial Officer @ $69.00 ($27.6K)
Apr 13, 2026
Insider
Savage William Jacob sold 3,531 shares
Chief Medical Officer @ $66.12 ($233.5K)
Inst.
STATE STREET CORP — ADD
1,698,244 shares ($108.6M)
Price Targets
$101.09
+44.8% upside
Strong Buy
Current $69.83
Low $79.00
Median $100.00
High $128.00
11 analysts
$79.00
$128.00
Analyst Ratings
7Strong Buy
11Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 16, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| Jun 10, 2026 | Wedbush | REITERATE | Outperform → Outperform |
| May 14, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| Mar 2, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Feb 27, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-1.77 ▲ +1.1% | $-2.01 — $-1.59 | -12% YoY | 10 |
| Next Q | $-1.85 ▲ +1.4% | $-2.14 — $-1.62 | -5% YoY | 10 |
| Current FY | $-7.16 ▲ +0.9% | $-8.03 — $-6.55 | -19% YoY | 10 |
| Next FY | $-7.50 ▲ +0.7% | $-8.97 — $-5.93 | -5% YoY | 10 |
Latest Reports
BULLISH
Press
8/10
Disc Medicine announced updated Phase 2 data for DISC-0974 in myelofibrosis anemia (55% major response in non-transfusio
Jun 12, 2026
NEUTRAL
PRESS-RELEASE
5/10
Disc Medicine reported Q1 2026 EPS of -$1.65, slightly beating the -$1.73 consensus by 4.6%, but net loss widened to $63
May 5, 2026
NEUTRAL
8-K
4/10
Disc Medicine reported Q1 2026 results with a net loss of $63.5M ($1.65/share), wider than the $34.1M loss in Q1 2025, d
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| FMR LLC | $357.2M | ADD |
| RA CAPITAL MANAGEMENT, L.P. | $156.7M | ADD |
| BlackRock, Inc. | $145.4M | — |
| WELLINGTON MANAGEMENT GROUP LLP | $111.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 14, 2026 | Franchi Jean | SELL | $433.2K |
| Apr 13, 2026 | Franchi Jean | SELL | $27.6K |
| Apr 13, 2026 | Savage William | SELL | $233.5K |
| Feb 25, 2026 | Franchi Jean | SELL | $24.4K |
| Feb 17, 2026 | Khara Rahul | SELL | $179.3K |
Reddit Sentiment
64°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $1.4B total value (21,577,939 shares) as of 2026-Q1. Top holders: NOMURA, FMR, RA. Net selling activity: 13 institutions trimmed/exited vs 8 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | FMR LLC | 5,586,894 | $357.2M | 25.9% | ADD +52.1% |
| 3 | RA CAPITAL MANAGEMENT, L.P. | 2,450,221 | $156.7M | 11.4% | ADD +25.3% |
| 4 | BlackRock, Inc. | 2,273,831 | $145.4M | 10.5% | — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 1,735,376 | $111.0M | 8.0% | — |
| 6 | STATE STREET CORP | 1,698,244 | $108.6M | 7.9% | ADD +43.0% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1,375,430 | $87.9M | 6.4% | — |
| 8 | Woodline Partners LP | 958,281 | $61.3M | 4.4% | — |
| 9 | GOLDMAN SACHS GROUP INC | 639,842 | $40.9M | 3.0% | — |
| 10 | JENNISON ASSOCIATES LLC | 610,382 | $39.0M | 2.8% | NEW |
| 11 | Assenagon Asset Management S.A. | 546,247 | $34.9M | 2.5% | ADD +52.7% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 394,447 | $25.2M | 1.8% | ADD +76.4% |
| 13 | Pictet Asset Management Holding SA | 387,005 | $24.7M | 1.8% | DOUBLED +10968.6% |
| 14 | BAKER BROS. ADVISORS LP | 349,657 | $22.4M | 1.6% | — |
| 15 | LOOMIS SAYLES & CO L P | 317,222 | $20.3M | 1.5% | NEW |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 251,195 | $16.1M | 1.2% | — |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 247,338 | $15.8M | 1.1% | — |
| 18 | VANGUARD FIDUCIARY TRUST CO | 217,436 | $13.9M | 1.0% | — |
| 19 | BANK OF AMERICA CORP /DE/ | 166,775 | $10.7M | 0.8% | — |
| 20 | Alyeska Investment Group, L.P. | 125,000 | $8.0M | 0.6% | DOUBLED +150.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| STATE STREET CORP | ADD | 1,187,991 | 1,698,244 | +43.0% | $108.6M | 2026-Q1 |
| Assenagon Asset Management S.A. | ADD | 357,836 | 546,247 | +52.7% | $34.9M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 223,575 | 394,447 | +76.4% | $25.2M | 2026-Q1 |
| Alyeska Investment Group, L.P. | DOUBLED | 50,000 | 125,000 | +150.0% | $8.0M | 2026-Q1 |
| MORGAN STANLEY | ADD | 74,826 | 94,264 | +26.0% | $6.0M | 2026-Q1 |
| Rafferty Asset Management, LLC | ADD | 36,093 | 53,869 | +49.3% | $3.4M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 82,984 | 45,837 | -44.8% | $2.9M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 58,053 | 39,400 | -32.1% | $2.5M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 27,301 | 38,006 | +39.2% | $2.4M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 52,510 | 32,493 | -38.1% | $2.1M | 2026-Q1 |
| Brevan Howard Capital Management LP | TRIM | 49,713 | 32,406 | -34.8% | $2.0M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 62,820 | 31,820 | -49.3% | $2.0M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 66,125 | 31,002 | -53.1% | $2.0M | 2026-Q1 |
| Invesco Ltd. | TRIM | 61,070 | 30,638 | -49.8% | $2.0M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | TRIM | 69,634 | 30,476 | -56.2% | $1.9M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 76,338 | 29,218 | -61.7% | $1.9M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 13,186 | 4,420 | -66.5% | $282.6K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 6,494 | 3,952 | -39.1% | $252.7K | 2026-Q1 |
| Russell Investments Group, Ltd. | NEAR_EXIT | 23,683 | 2,634 | -88.9% | $168.4K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 7 | 599 | +8457.1% | $38.3K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | EXIT | 221,761 | 0 | -100.0% | $0.00 | 2026-Q1 |
| RA CAPITAL MANAGEMENT, L.P. | ADD | 1,577,106 | 1,976,132 | +25.3% | $156.9M | 2025-Q4 |
| JENNISON ASSOCIATES LLC | NEW | — | 532,079 | — | $42.3M | 2025-Q4 |
| Pictet Asset Management Holding SA | DOUBLED | 3,563 | 394,374 | +10968.6% | $31.3M | 2025-Q4 |
| Assenagon Asset Management S.A. | DOUBLED | 10,433 | 357,836 | +3329.8% | $28.4M | 2025-Q4 |
6 unique insiders with 21 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 14, 2026 | Franchi Jean M. | Chief Financial Officer | SELL | 6,257 | $69.24 | $433.2K |
| Apr 13, 2026 | Franchi Jean M. | Chief Financial Officer | SELL | 400 | $69.00 | $27.6K |
| Apr 13, 2026 | Savage William Jacob | Chief Medical Officer | SELL | 3,531 | $66.12 | $233.5K |
| Feb 25, 2026 | Franchi Jean M. | Chief Financial Officer | SELL | 353 | $69.06 | $24.4K |
| Feb 17, 2026 | Khara Rahul | Chief Legal Officer | SELL | 2,853 | $62.86 | $179.3K |
| Feb 17, 2026 | Stephenson Pamela | Chief Commercial Officer | SELL | 5,531 | $62.86 | $347.7K |
| Feb 17, 2026 | Savage William Jacob | Chief Medical Officer | SELL | 3,256 | $62.86 | $204.7K |
| Feb 17, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | SELL | 3,231 | $62.86 | $203.1K |
| Feb 17, 2026 | Quisel John D | Chief Executive Officer | SELL | 13,264 | $62.86 | $833.8K |
| Feb 10, 2026 | Khara Rahul | Chief Legal Officer | AWARD | 17,000 | — | — |
| Feb 10, 2026 | Khara Rahul | Chief Legal Officer | AWARD | 25,500 | — | — |
| Feb 10, 2026 | Stephenson Pamela | Chief Commercial Officer | AWARD | 17,000 | — | — |
| Feb 10, 2026 | Stephenson Pamela | Chief Commercial Officer | AWARD | 25,500 | — | — |
| Feb 10, 2026 | Savage William Jacob | Chief Medical Officer | AWARD | 17,000 | — | — |
| Feb 10, 2026 | Savage William Jacob | Chief Medical Officer | AWARD | 25,500 | — | — |
| Feb 10, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | AWARD | 17,000 | — | — |
| Feb 10, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | AWARD | 25,500 | — | — |
| Feb 10, 2026 | Franchi Jean M. | Chief Financial Officer | AWARD | 19,000 | — | — |
| Feb 10, 2026 | Franchi Jean M. | Chief Financial Officer | AWARD | 25,500 | — | — |
| Feb 10, 2026 | Quisel John D | Chief Executive Officer | AWARD | 55,200 | — | — |
| Feb 10, 2026 | Quisel John D | Chief Executive Officer | AWARD | 82,800 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 2 neutral. Avg impact: 5.8/10.
NEUTRAL
PRESS-RELEASE
5/10
Disc Medicine reported Q1 2026 EPS of -$1.65, slightly beating the -$1.73 consensus by 4.6%, but net
May 5, 2026
NEUTRAL
8-K
4/10
Disc Medicine reported Q1 2026 results with a net loss of $63.5M ($1.65/share), wider than the $34.1
May 5, 2026
BEARISH
CLUSTER
7/10
Two C-suite executives at Disc Medicine, Inc. (IRON) sold shares worth $694K in the past week, inclu
Apr 15, 2026
BEARISH
8-K
7/10
Disc Medicine reported a significant increase in net loss to $212.2 million in 2025, primarily due t
Feb 26, 2026
BULLISH
8/10
Disc Medicine announced updated Phase 2 data for DISC-0974 in myelofibrosis anemia (55% major respon
Jun 12, 2026
BULLISH
6/10
Disc Medicine announced alignment with the FDA that the ongoing Phase 3 APOLLO study, if successful,
Jun 9, 2026
NEUTRAL
4/10
Disc Medicine launched an expanded access program (EAP) for bitopertin in erythropoietic protoporphy
Jun 1, 2026
Current analyst consensus: Strong Buy (95% buy). Based on 19 analysts: 7 strong buy, 11 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$101.09 mean target
+44.8% upside
Strong Buy (1.08)
$79.00 Low
$128.00 High
| Metric | Value |
|---|---|
| Current Price | $69.83 |
| Target Low | $79.00 |
| Target Mean | $101.09 |
| Target Median | $100.00 |
| Target High | $128.00 |
| # Analysts | 11 |
| Recommendation | Strong Buy (1.08) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-1.77 | $-2.01 | $-1.59 | -11.9% | +1.1% | 4↑ 3↓ | $0.0B | 0.0% | 10 |
| Next Q 2026-09-30 |
$-1.85 | $-2.14 | $-1.62 | -4.7% | +1.4% | 4↑ 4↓ | $0.0B | 0.0% | 10 |
| Current FY 2026-12-31 |
$-7.16 | $-8.03 | $-6.55 | -19.1% | +0.9% | 4↑ 4↓ | $0.0B | 0.0% | 10 |
| Next FY 2027-12-31 |
$-7.50 | $-8.97 | $-5.93 | -4.8% | +0.7% | 4↑ 3↓ | $0.0B | 0.0% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-1.768 | |
| 7d ago | $-1.768 | |
| 30d ago | $-1.788 | +0.020 |
| 60d ago | $-1.794 | +0.026 |
| 90d ago | $-1.794 | +0.026 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 16, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jun 10, 2026 | Wedbush | REITERATE | Outperform | Outperform |
| May 14, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 2, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 27, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 17, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 17, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Feb 17, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Feb 17, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Feb 17, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Jan 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
64°
Warm
Bearish
Neutral
Bullish
3 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Dec 26, 2025 | 1 | 60° Warm | 1 | 0 | 1 |
| Dec 26, 2025 | 2 | 58° Warm | 1 | 0 | 2 |
Recent Reddit Threads
Jun 12, 2026
fda
Disc Medicine Presents Positive Clinical Updates at the 2026 European Hematology Association (EHA) Annual Meeting
<p>WATERTOWN, Mass., June 12, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the
Jun 9, 2026
fda
Disc Medicine Provides Update from FDA Type A Meeting for Bitopertin in Erythropoietic Protoporphyria
<p>WATERTOWN, Mass., June 09, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the
Jun 3, 2026
Clinical Trial
Study of Bitopertin in Participants With EPP or XLP (APOLLO)
Phase Phase 3 — ACTIVE_NOT_RECRUITING
Jun 3, 2026
clinical_trial_readout
T-90d Trial Readout: DISC-1459 (Phase 3)
Trial: Study of Bitopertin in Participants With EPP or XLP (APOLLO)
Sponsor: Disc Medicine, Inc
Phase: Phase 3 | Status: ACTIVE_NOT_RECRUITING
Conditi
Jun 1, 2026
fda
Disc Medicine Launches Expanded Access Program for Bitopertin for EPP Patients
<p>WATERTOWN, Mass., June 01, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the
May 12, 2026
other
Disc Medicine Announces Multiple Presentations Across Portfolio at the European Hematology Association (EHA) 2026 Congress
<p>WATERTOWN, Mass., May 12, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the d
May 11, 2026
other
Disc Medicine to Participate in Upcoming Investor Conferences
<p align="justify">WATERTOWN, Mass., May 11, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company
May 7, 2026
earnings_calendar
IRON Q1 2026 Earnings Scheduled — 2026-05-07
May 5, 2026
earnings
Disc Medicine Reports First Quarter 2026 Financial Results and Provides Business Update
<p>WATERTOWN, Mass., May 05, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the d
May 5, 2026
earnings_calendar
IRON Q1 2026 Earnings Scheduled — 2026-05-05
Apr 21, 2026
routine
Disc Medicine Announces Oral Presentation of Data from RALLY-MF Phase 2 Trial of DISC-0974 in Patients with Myelofibrosis and Anemia at the American Society of Clinical Oncology (ASCO) Annual Meeting
<p>WATERTOWN, Mass., April 21, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the
Mar 26, 2026
other
Disc Medicine Announces Completion of Enrollment of Phase 3 APOLLO Trial of Bitopertin in Erythropoietic Protoporphyria
<p>WATERTOWN, Mass., March 26, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the
Mar 26, 2026
short_interest
FTD: IRON — 14,248 shares ($0.9M) failed to deliver
Settlement: 20260326, Price: $62.55, FTD Value: $891,212.4, DISC MEDICINE INC COM(DE)
Mar 25, 2026
short_interest
FTD: IRON — 15,670 shares ($0.9M) failed to deliver
Settlement: 20260325, Price: $59.61, FTD Value: $934,088.7, DISC MEDICINE INC COM(DE)
Mar 23, 2026
short_interest
FTD: IRON — 321,705 shares ($18.7M) failed to deliver
Settlement: 20260323, Price: $58.17, FTD Value: $18,713,579.85, DISC MEDICINE INC COM(DE)
Mar 12, 2026
short_interest
FTD: IRON — 10,800 shares ($0.7M) failed to deliver
Settlement: 20260312, Price: $63.85, FTD Value: $689,580, DISC MEDICINE INC COM(DE)