Aberdeen Group plc Sells 246,880 Shares of Ardelyx, Inc. $ARDX

Aberdeen Group plc trimmed its holdings in Ardelyx, Inc. (NASDAQ:ARDX) by 22.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 865,596 shares of the biopharmaceutical company’s stock after selling 246,880 shares during the period. Aberdeen Group plc owned 0.36% of Ardelyx worth $4,769,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. SBI Securities Co. Ltd. raised its stake in Ardelyx by 147.0% in the third quarter. SBI Securities Co. Ltd. now owns 10,253 shares of the biopharmaceutical company’s stock valued at $56,000 after purchasing an additional 6,102 shares in the last quarter. Savant Capital LLC boosted its holdings in shares of Ardelyx by 33.9% in the 3rd quarter. Savant Capital LLC now owns 52,748 shares of the biopharmaceutical company’s stock valued at $291,000 after purchasing an additional 13,362 shares in the last quarter. Jones Financial Companies Lllp increased its stake in shares of Ardelyx by 1.7% in the 3rd quarter. Jones Financial Companies Lllp now owns 1,873,903 shares of the biopharmaceutical company’s stock valued at $10,381,000 after purchasing an additional 30,716 shares during the last quarter. AIGH Capital Management LLC bought a new position in shares of Ardelyx in the 3rd quarter valued at $1,094,000. Finally, PFG Investments LLC boosted its stake in Ardelyx by 3.8% in the third quarter. PFG Investments LLC now owns 138,295 shares of the biopharmaceutical company’s stock valued at $762,000 after buying an additional 5,000 shares in the last quarter. 58.92% of the stock is currently owned by institutional investors.

Ardelyx Stock Down 15.0%

Shares of NASDAQ ARDX opened at $5.73 on Friday. The company has a quick ratio of 4.11, a current ratio of 4.41 and a debt-to-equity ratio of 1.31. The firm has a market cap of $1.39 billion, a PE ratio of -22.92 and a beta of 0.57. The company’s fifty day simple moving average is $6.77 and its 200 day simple moving average is $6.11. Ardelyx, Inc. has a 12-month low of $3.21 and a 12-month high of $8.40.

Ardelyx (NASDAQ:ARDX) last posted its quarterly earnings results on Thursday, February 19th. The biopharmaceutical company reported ($0.01) earnings per share for the quarter, missing the consensus estimate of $0.02 by ($0.03). The company had revenue of $125.22 million during the quarter, compared to the consensus estimate of $118.04 million. Ardelyx had a negative net margin of 15.12% and a negative return on equity of 42.05%. The company’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same period last year, the firm posted $0.02 earnings per share. As a group, sell-side analysts forecast that Ardelyx, Inc. will post -0.18 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Laura A. Williams sold 50,000 shares of the company’s stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $6.98, for a total transaction of $349,000.00. Following the transaction, the insider directly owned 361,563 shares of the company’s stock, valued at approximately $2,523,709.74. This represents a 12.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 4.80% of the stock is owned by insiders.

Key Stories Impacting Ardelyx

Here are the key news stories impacting Ardelyx this week:

• Positive Sentiment: Strong commercial growth — IBSRELA revenue grew 73% in 2025 to $274.2M and total revenues reached $407.3M, demonstrating meaningful top-line momentum that supports future cash flow potential. Ardelyx Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Revenue beat — Q4 revenue of $125.2M topped analyst estimates (~$118M), showing continued commercial execution even as EPS missed. MarketBeat Q4 results summary
• Positive Sentiment: Bullish analyst support — BTIG reaffirmed a buy rating and set a $17 price target, and at least one firm reportedly raised its target sharply (~+80%), showing divergent analyst views and potential upside if sentiment improves. Benzinga note on BTIG rating
• Neutral Sentiment: Earnings call and disclosures — the full Q4 earnings call transcript is available; management reiterated the XPHOZAH access strategy and said the company is well-capitalized to pursue growth and development programs. Investors will parse the call for guidance on margins and R&D spend. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Data noise on short interest — several data feeds reported large short-interest “increases” but with zero shares and NaN changes, indicating erroneous/unclear short-interest reporting rather than a meaningful squeeze or piling on. Investors should treat those items cautiously.
• Negative Sentiment: EPS miss and margin concerns — Ardelyx reported EPS of ($0.01) vs. consensus $0.02, and commentary showed heavy operational spend that clouds near-term profitability; that miss is the primary near-term driver of selling pressure. Zacks Q4 EPS coverage
• Negative Sentiment: Mixed investor reaction to outlook — post-earnings commentary and coverage highlighted concerns about the IBSRELA outlook and high operating expenses, which prompted the stock decline despite strong sales numbers. Seeking Alpha: Strong IBSRELA Growth, But Heavy Operational Spend Clouds Profitability

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of Ardelyx in a research note on Wednesday, January 21st. Raymond James Financial restated a “strong-buy” rating and issued a $19.00 price target on shares of Ardelyx in a research report on Thursday, January 8th. HC Wainwright boosted their price objective on shares of Ardelyx from $10.00 to $18.00 and gave the stock a “buy” rating in a research note on Friday. Jefferies Financial Group reaffirmed a “buy” rating and issued a $15.00 price objective on shares of Ardelyx in a research note on Tuesday, January 27th. Finally, TD Cowen reissued a “buy” rating on shares of Ardelyx in a research note on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $15.09.

Ardelyx Company Profile

Ardelyx, Inc (NASDAQ: ARDX) is a clinical‐stage biopharmaceutical company focused on discovering, developing and commercializing targeted small molecule drugs for cardio‐renal and gastrointestinal diseases. The company’s lead marketed product, tenapanor (sold under the brand name XPHOZAH in the United States), is approved for the treatment of hyperphosphatemia in patients with chronic kidney disease on dialysis. Ardelyx’s proprietary approach targets epithelial transporters in the gastrointestinal tract, offering localized activity with limited systemic exposure.

Beyond tenapanor, Ardelyx’s development pipeline includes treatments designed to address other complications in kidney disease and related metabolic disorders.