Disc Medicine (NASDAQ:IRON) Price Target Lowered to $78.00 at Wells Fargo & Company

Disc Medicine (NASDAQ:IRON) had its price objective cut by Wells Fargo & Company from $109.00 to $78.00 in a research note issued to investors on Tuesday morning,Benzinga reports. They currently have an overweight rating on the stock.

A number of other analysts also recently issued reports on the company. Stifel Nicolaus began coverage on Disc Medicine in a research note on Monday, November 3rd. They issued a “buy” rating and a $125.00 target price for the company. BMO Capital Markets cut their price objective on shares of Disc Medicine from $120.00 to $100.00 and set an “outperform” rating for the company in a research report on Tuesday. Truist Financial lifted their target price on shares of Disc Medicine from $86.00 to $114.00 and gave the stock a “buy” rating in a research note on Monday, November 10th. Wedbush dropped their price target on shares of Disc Medicine from $110.00 to $88.00 and set an “outperform” rating for the company in a research note on Tuesday. Finally, UBS Group reaffirmed an “overweight” rating on shares of Disc Medicine in a research report on Thursday, January 15th. Eleven investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $104.82.

Disc Medicine Price Performance

NASDAQ:IRON opened at $65.57 on Tuesday. Disc Medicine has a one year low of $30.82 and a one year high of $99.50. The stock has a market cap of $2.48 billion, a PE ratio of -12.26 and a beta of 0.88. The company has a debt-to-equity ratio of 0.05, a quick ratio of 23.45 and a current ratio of 23.45. The stock has a 50 day moving average price of $78.41 and a 200 day moving average price of $75.28.

Insiders Place Their Bets

In related news, insider William Jacob Savage sold 3,256 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total transaction of $204,672.16. Following the completion of the transaction, the insider owned 92,589 shares of the company’s stock, valued at approximately $5,820,144.54. This trade represents a 3.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO John D. Quisel sold 13,264 shares of Disc Medicine stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total transaction of $833,775.04. Following the completion of the sale, the chief executive officer owned 226,064 shares of the company’s stock, valued at $14,210,383.04. This trade represents a 5.54% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 273,605 shares of company stock worth $24,193,736. Insiders own 3.64% of the company’s stock.

Institutional Investors Weigh In On Disc Medicine

Institutional investors and hedge funds have recently modified their holdings of the company. RA Capital Management L.P. boosted its holdings in Disc Medicine by 25.3% during the 4th quarter. RA Capital Management L.P. now owns 1,976,132 shares of the company’s stock valued at $156,925,000 after acquiring an additional 399,026 shares during the period. Vanguard Group Inc. increased its stake in Disc Medicine by 22.1% during the fourth quarter. Vanguard Group Inc. now owns 1,767,680 shares of the company’s stock worth $140,371,000 after purchasing an additional 319,621 shares during the period. Price T Rowe Associates Inc. MD lifted its position in shares of Disc Medicine by 28.0% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,698,005 shares of the company’s stock worth $134,839,000 after purchasing an additional 371,576 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Disc Medicine by 110.0% in the fourth quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock valued at $125,557,000 after purchasing an additional 828,248 shares during the period. Finally, State Street Corp boosted its stake in shares of Disc Medicine by 13.6% in the fourth quarter. State Street Corp now owns 1,187,991 shares of the company’s stock valued at $94,338,000 after purchasing an additional 142,394 shares during the period. Hedge funds and other institutional investors own 83.70% of the company’s stock.

More Disc Medicine News

Here are the key news stories impacting Disc Medicine this week:

• Positive Sentiment: Management announced it will pursue a traditional U.S. approval pathway for bitopertin after the FDA declined the new fast‑track route — provides a clear regulatory path rather than abandoning the program. Read More.
• Positive Sentiment: Several sell‑side analysts kept constructive ratings (outperform/overweight) despite trimming price targets, which can support buying interest from institutional holders. Read More. Read More. Read More.
• Neutral Sentiment: Company held an investor call/transcript covering the FDA Complete Response Letter and next steps; investors are parsing details on timing and additional data requests. Read More.
• Neutral Sentiment: Analyst and market commentary is mixed — some note increased near‑term regulatory risk while others emphasize remaining upside if APOLLO/other trials read out favorably. Read More.
• Neutral Sentiment: Reported short‑interest data is noisy/insignificant in the latest print, so part of today’s move appears driven by event trading and position rebalancing rather than a conventional short squeeze. (Company filings/market data)
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Disc Medicine, introducing potential litigation risk and associated headline pressure. Read More.
• Negative Sentiment: Coverage reports the FDA rejection was accompanied by skepticism from key advisers, amplifying uncertainty about the data package and timelines for resubmission. That increases the odds of delays or additional data requirements. Read More.
• Negative Sentiment: Multiple firms cut price targets today — even where ratings stayed positive — reflecting a lower near‑term valuation baseline until regulatory clarity is restored. Read More.

About Disc Medicine

Disc Medicine, Inc (NASDAQ: IRON) is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company’s pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.