Key Takeaways

  • Anthony Mancini, Chief Global Commercialization Officer, divested 26,552 shares for approximately $3.5M on March 25 through a predetermined 10b5-1 trading arrangement
  • RVMD shares started trading at $94.29, reflecting a 1.3% decline, within a 52-week trading band of $29.17–$124.49
  • Truist Financial issued a strong-buy upgrade on March 26, aligning with positive ratings from Jefferies, Evercore, UBS, and Wedbush
  • Company insiders have divested approximately 149,592 shares (valued at ~$15M) over the last 90 days, while institutions command 94.34% ownership
  • Fourth quarter 2025 earnings showed a loss of $1.86 per share, falling short of the -$1.56 analyst estimate due to elevated R&D and SG&A expenditures

Revolution Medicines (RVMD) shares began Wednesday’s trading session at $94.29 on March 26, marking a 1.3% decrease.


RVMD Stock Card
Revolution Medicines, Inc., RVMD

Anthony Mancini, serving as the company’s Chief Global Commercialization Officer, completed a transaction involving 26,552 shares on March 25, generating proceeds of roughly $3.5 million. The sale prices spanned from $93.22 to $97.21 per share.

These transactions occurred through a 10b5-1 trading arrangement that Mancini established on December 24, 2025. Such plans involve predetermined schedules, indicating the sales were mapped out months ahead and may lack direct correlation to his current market perspective.

Concurrently, Mancini exercised stock options to purchase 37,450 shares at $33.62 each, amounting to approximately $1.26 million. Following these activities, his direct holdings include 54,400 shares alongside 54,400 restricted stock units.

Mancini’s transactions represent part of broader insider activity. Mark A. Goldsmith, another company insider, divested 12,871 shares on March 17 at an average price of $99.48, collecting just over $1.28 million. CFO Jack Anders similarly sold 2,753 shares on that date at the same price point, generating roughly $274,000.

Across the previous 90 days, company insiders have sold approximately 149,592 shares totaling $15 million in value. Current insider ownership represents 8.20% of outstanding shares.

Truist Issues Strong-Buy Recommendation

Analyst perspectives remain predominantly optimistic despite recent insider selling activity. Truist Financial elevated RVMD to a strong-buy classification on March 26.

Evercore delivered an identical recommendation on February 25. Jefferies launched coverage with a buy rating on March 16. UBS similarly initiated coverage with a buy designation on February 27.

Weiss Ratings stands as the primary bearish voice, maintaining a “sell (d-)” stance. MarketBeat’s aggregated consensus reflects a “Buy” rating with an average price objective of $78.94 — positioned substantially below current market levels.

Individual analyst targets demonstrate greater optimism. Piper Sandler elevated its projection to $120 (Overweight rating), Wells Fargo established a $144 target, and Needham positioned its estimate at $145 with a Buy recommendation.

Institutional Investment Surges Alongside Quarterly Results

Institutional capital has demonstrated significant inflows. Norges Bank established a fresh position valued at approximately $195.6 million during Q4. Avoro Capital entered with roughly $172.8 million. UBS expanded its holdings by 183.6% to reach 3,087,937 shares, representing nearly $246 million in value. Polar Capital increased its position by 321.2%, currently maintaining over 2 million shares.

Institutional investors collectively control 94.34% of RVMD shares.

This positive institutional positioning continues despite Q4 2025 earnings results falling below expectations. The company recorded a $1.86 per share loss, compared with analyst projections of -$1.56, creating a $0.30 variance. This shortfall stemmed from research and development costs plus selling, general, and administrative expenses exceeding forecasts.

Revenue performance remained solid — the company concluded the quarter with $2.03 billion in cash reserves and investments, partially supported by an agreement with Royalty Pharma. Analysts forecast a full-year loss of $3.49 per share for fiscal 2026.

RVMD maintains a 50-day moving average of $101.53 and a 200-day moving average of $78.24. The company’s market capitalization stands at $18.69 billion.

The stock has climbed 145% over the trailing twelve months. During the most recent six-month period, shares have appreciated 112%.