Disc Medicine (IRON) Projected to Post Quarterly Earnings on Thursday

Disc Medicine (NASDAQ:IRON) is expected to announce its Q4 2025 results before the market opens on Thursday, February 26th. Analysts expect the company to announce earnings of ($1.71) per share for the quarter. Interested persons may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Friday, February 27, 2026 at 9:30 AM ET.

Disc Medicine Stock Down 1.7%

Shares of IRON stock opened at $64.48 on Thursday. Disc Medicine has a 52-week low of $30.82 and a 52-week high of $99.50. The stock has a market cap of $2.43 billion, a price-to-earnings ratio of -12.05 and a beta of 0.88. The firm’s 50-day moving average is $77.84 and its 200-day moving average is $75.21. The company has a debt-to-equity ratio of 0.05, a quick ratio of 23.45 and a current ratio of 23.45.

Insider Buying and Selling at Disc Medicine

In other Disc Medicine news, insider William Jacob Savage sold 13,093 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $91.22, for a total transaction of $1,194,343.46. Following the transaction, the insider owned 75,702 shares in the company, valued at $6,905,536.44. This represents a 14.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Kevin Bitterman sold 68,923 shares of Disc Medicine stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $91.24, for a total transaction of $6,288,534.52. Following the completion of the sale, the director owned 14,161 shares of the company’s stock, valued at approximately $1,292,049.64. The trade was a 82.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 273,605 shares of company stock valued at $24,193,736 in the last quarter. Company insiders own 3.64% of the company’s stock.

Hedge Funds Weigh In On Disc Medicine

Hedge funds have recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. lifted its position in shares of Disc Medicine by 110.0% during the 4th quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock valued at $125,557,000 after acquiring an additional 828,248 shares during the period. RA Capital Management L.P. raised its stake in Disc Medicine by 25.3% in the fourth quarter. RA Capital Management L.P. now owns 1,976,132 shares of the company’s stock valued at $156,925,000 after purchasing an additional 399,026 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its position in 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 during the period. Vestal Point Capital LP lifted its position in Disc Medicine by 257.1% during the third quarter. Vestal Point Capital LP now owns 500,000 shares of the company’s stock worth $33,040,000 after purchasing an additional 360,000 shares during the period. Finally, Balyasny Asset Management L.P. acquired a new stake in Disc Medicine during the third quarter worth about $22,342,000. 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: Disc will pursue a traditional U.S. approval pathway for bitopertin after the FDA declined the new fast‑track route — this gives management a concrete regulatory path forward rather than abandoning the program. Read More.
• Positive Sentiment: Cantor Fitzgerald initiated/maintained a positive stance and Stifel Nicolaus stuck with a buy rating, which can support institutional demand despite headline volatility. Read More.
• Neutral Sentiment: Management hosted an investor discussion/transcript addressing the FDA Complete Response Letter — investors are parsing details on requested data, resubmission timeline and implications for ongoing trials (APOLLO). The call reduces information asymmetry but does not yet remove regulatory risk. Read More.
• Neutral Sentiment: Analyst commentary is mixed: some emphasize lingering regulatory risk and timing, while others point to upside if APOLLO or other data are favorable — expect divergent price targets and trading around trial news. Read More.
• Negative Sentiment: Reports indicate the FDA rejection was coupled with skepticism from external advisers, increasing the likelihood of additional data requests or delay for approval — a material near‑term negative for valuation. Read More.
• Negative Sentiment: Multiple insiders — including the CEO and other senior officers — disclosed sales of shares on Feb 17 (and a pattern of recent sales by some insiders), which the market often interprets as a negative signal about near‑term outlook. Read More.
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Disc Medicine, introducing potential litigation risk and added headline pressure that can weigh on the stock until resolved. Read More.
• Negative Sentiment: Several firms trimmed price targets today (even where ratings stayed positive), reflecting a lower near‑term valuation baseline until regulatory clarity is restored. That likely cements downward pressure on the stock in the short term. Read More.

Analysts Set New Price Targets

Several brokerages have recently commented on IRON. Wedbush reduced their target price on Disc Medicine from $110.00 to $88.00 and set an “outperform” rating for the company in a research note on Tuesday. Cantor Fitzgerald cut their price target on Disc Medicine from $153.00 to $125.00 and set an “overweight” rating for the company in a report on Tuesday. Wells Fargo & Company decreased their price objective on shares of Disc Medicine from $109.00 to $78.00 and set an “overweight” rating on the stock in a report on Tuesday. Raymond James Financial restated a “market perform” rating on shares of Disc Medicine in a research note on Thursday, January 15th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Disc Medicine in a report on Friday, December 19th. Eleven equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $104.82.

Disc Medicine Company Profile

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.