Envestnet Asset Management Inc. Has $3.81 Million Holdings in Axsome Therapeutics, Inc. $AXSM

Envestnet Asset Management Inc. raised its position in shares of Axsome Therapeutics, Inc. (NASDAQ:AXSM) by 11.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 31,342 shares of the company’s stock after buying an additional 3,205 shares during the quarter. Envestnet Asset Management Inc. owned 0.06% of Axsome Therapeutics worth $3,806,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Versant Capital Management Inc lifted its position in shares of Axsome Therapeutics by 20,300.0% in the 3rd quarter. Versant Capital Management Inc now owns 204 shares of the company’s stock valued at $25,000 after acquiring an additional 203 shares in the last quarter. First Horizon Corp acquired a new stake in Axsome Therapeutics during the 3rd quarter valued at $34,000. UMB Bank n.a. lifted its holdings in shares of Axsome Therapeutics by 214.4% in the third quarter. UMB Bank n.a. now owns 371 shares of the company’s stock valued at $45,000 after purchasing an additional 253 shares in the last quarter. Covestor Ltd lifted its holdings in shares of Axsome Therapeutics by 294.5% in the third quarter. Covestor Ltd now owns 501 shares of the company’s stock valued at $61,000 after purchasing an additional 374 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB boosted its position in shares of Axsome Therapeutics by 4,375.0% in the third quarter. Wilmington Savings Fund Society FSB now owns 716 shares of the company’s stock worth $87,000 after buying an additional 700 shares during the period. 81.49% of the stock is currently owned by institutional investors and hedge funds.

More Axsome Therapeutics News

Here are the key news stories impacting Axsome Therapeutics this week:

• Positive Sentiment: Revenue and commercial strength — Q4 sales jumped roughly 65% year‑over‑year and full‑year 2025 revenue rose strongly, led by Auvelity and Sunosi, beating consensus revenue estimates and showing solid commercial traction. AXSM Q4 Loss Wider Than Expected, Revenues Surge Y/Y on Auvelity Sales
• Positive Sentiment: Pipeline progress — Axsome dosed the first patient in the CLARITY Phase 3 trial of solriamfetol for MDD with excessive daytime sleepiness, adding a near‑term clinical catalyst. Axsome Therapeutics Initiates CLARITY Phase 3 Trial
• Positive Sentiment: Analyst support — Needham reaffirmed a Buy and set a $225 price target, signaling continued bull case and upside potential. Benzinga coverage of Needham rating
• Neutral Sentiment: Earnings materials and call — Management released the Q4 / FY2025 results, slide deck and earnings call transcript; these provide detail behind the revenue beat and guidance/comments for investors to review. Axsome press release / slide deck
• Neutral Sentiment: Mixed EPS reporting — several outlets summarized Q4 results and call highlights (transcript and summaries available), useful for investors but containing varying EPS figures across reports. AXSM Q4 2025 Earnings Call Highlights
• Negative Sentiment: Profitability and accounting headlines — despite revenue strength, Axsome remains loss‑making (negative net margins and a large negative ROE); some reports flagged a wider per‑share loss in certain metrics, creating near‑term investor concern. Axsome Reports Q4 Loss, Tops Revenue Estimates
• Negative Sentiment: Valuation and pipeline skepticism — some analysts and commentators argue the pipeline may be overvalued and commercial uptake risks remain, tempering enthusiasm despite upside price targets. Axsome: Q4 Earnings Review — Pipeline May Be Overvalued

Insider Buying and Selling at Axsome Therapeutics

In related news, CFO Nick Pizzie sold 12,000 shares of the company’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $187.92, for a total value of $2,255,040.00. Following the completion of the sale, the chief financial officer directly owned 42,588 shares in the company, valued at approximately $8,003,136.96. This represents a 21.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Herriot Tabuteau sold 32,410 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $185.60, for a total transaction of $6,015,296.00. Following the transaction, the chief executive officer directly owned 7,229 shares in the company, valued at $1,341,702.40. The trade was a 81.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 308,874 shares of company stock worth $51,390,805 in the last 90 days. 22.40% of the stock is currently owned by company insiders.

Axsome Therapeutics Trading Down 2.8%

NASDAQ:AXSM opened at $169.95 on Wednesday. The stock’s 50 day moving average price is $174.91 and its 200 day moving average price is $145.40. Axsome Therapeutics, Inc. has a 52 week low of $86.99 and a 52 week high of $191.50. The company has a market capitalization of $8.57 billion, a P/E ratio of -46.06, a P/E/G ratio of 12.57 and a beta of 0.40. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.50 and a current ratio of 1.57.

Axsome Therapeutics (NASDAQ:AXSM) last posted its earnings results on Monday, February 23rd. The company reported ($0.56) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.70) by $0.14. The firm had revenue of $196.00 million during the quarter, compared to analysts’ expectations of $191.33 million. Axsome Therapeutics had a negative net margin of 28.69% and a negative return on equity of 251.47%. The firm’s revenue for the quarter was up 65.0% compared to the same quarter last year. On average, research analysts forecast that Axsome Therapeutics, Inc. will post -2.79 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. UBS Group upped their price target on Axsome Therapeutics from $248.00 to $251.00 and gave the company a “buy” rating in a research report on Tuesday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Axsome Therapeutics in a report on Wednesday, January 21st. Jefferies Financial Group set a $215.00 price target on shares of Axsome Therapeutics in a research report on Monday. Wolfe Research assumed coverage on shares of Axsome Therapeutics in a research report on Monday. They set an “outperform” rating and a $230.00 price objective on the stock. Finally, HC Wainwright upped their price objective on shares of Axsome Therapeutics from $200.00 to $260.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Seventeen equities research analysts have rated the stock with a Buy rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $216.12.

About Axsome Therapeutics

Axsome Therapeutics, Inc is a clinical-stage biopharmaceutical company dedicated to developing novel therapies for central nervous system (CNS) disorders. The company focuses on small-molecule drugs designed to address unmet medical needs in areas such as depression, migraine, narcolepsy and fibromyalgia. Axsome employs a precision medicine approach, leveraging pharmacologic innovation to target underlying mechanisms of disease and improve patient outcomes.

Axsome’s pipeline includes several late-stage and approved product candidates.