Artisan Partners Limited Partnership Reduces Position in BeOne Medicines Ltd. – Sponsored ADR $ONC

Artisan Partners Limited Partnership reduced its stake in BeOne Medicines Ltd. – Sponsored ADR (NASDAQ:ONC) by 7.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 249,844 shares of the company’s stock after selling 20,309 shares during the quarter. Artisan Partners Limited Partnership owned about 0.23% of BeOne Medicines worth $85,122,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ONC. Legal & General Group Plc acquired a new position in BeOne Medicines in the second quarter valued at $13,857,000. Mirae Asset Global Investments Co. Ltd. increased its stake in shares of BeOne Medicines by 1,019.7% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 42,816 shares of the company’s stock valued at $14,587,000 after acquiring an additional 38,992 shares during the last quarter. Fiera Capital Corp lifted its holdings in shares of BeOne Medicines by 20.1% during the 3rd quarter. Fiera Capital Corp now owns 25,117 shares of the company’s stock worth $8,557,000 after acquiring an additional 4,205 shares during the period. Virtus Investment Advisers LLC purchased a new position in shares of BeOne Medicines during the 2nd quarter worth about $389,000. Finally, Baird Financial Group Inc. acquired a new stake in shares of BeOne Medicines in the second quarter worth approximately $82,895,000. Hedge funds and other institutional investors own 48.55% of the company’s stock.

Insiders Place Their Bets

In other BeOne Medicines news, CEO John Oyler sold 24,369 shares of the business’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $302.87, for a total value of $7,380,639.03. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Chan Henry Lee sold 1,660 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $349.52, for a total value of $580,203.20. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 102,656 shares of company stock valued at $31,567,496. Company insiders own 6.62% of the company’s stock.

Trending Headlines about BeOne Medicines

Here are the key news stories impacting BeOne Medicines this week:

• Positive Sentiment: Analysts raised price targets — Truist boosted its target to $412 (buy), implying ~30% upside from the cited reference price. Benzinga
• Positive Sentiment: Guggenheim raised its target to $410 (buy), signaling similar upside (~29%). Benzinga
• Positive Sentiment: Barclays raised its target to $405 and kept an overweight rating, another vote of confidence from sell‑side analysts. Benzinga
• Neutral Sentiment: Revenue beat — Q4 revenue was $1.50B vs. consensus ~$1.45B, showing top‑line strength even as other metrics disappointed. Earnings Presentation
• Neutral Sentiment: Analyst/coverage writeups and Q4 metric breakdowns are available (Zacks, Seeking Alpha, Yahoo) for investors wanting full detail on margins, ROE and segment performance. Zacks Analysis Yahoo
• Neutral Sentiment: Reported short‑interest data in the feed shows zero/NaN values and a 0.0 days‑to‑cover ratio — likely data reporting issues rather than a meaningful change in short activity.
• Negative Sentiment: Large EPS miss — Q4 EPS of $0.58 missed consensus ~$1.60 by ~$1.02, a key negative that pressured sentiment despite revenue strength. (See Q4 results commentary.)
• Negative Sentiment: Disappointing FY2026 guidance — company issued revenue guidance of ~$6.2–6.4B vs. consensus ~6.5B, which the market viewed as conservative and has weighed on the stock. Investing.com
• Negative Sentiment: Coverage/articles highlight the post‑earnings selloff and investor reassessment after the EPS miss and guidance gap. YicaiGlobal

BeOne Medicines Stock Performance

Shares of NASDAQ:ONC opened at $316.99 on Friday. The business’s 50-day simple moving average is $336.81 and its 200 day simple moving average is $330.41. The company has a market cap of $34.76 billion, a P/E ratio of 125.79 and a beta of 0.52. The company has a debt-to-equity ratio of 0.03, a quick ratio of 2.17 and a current ratio of 2.39. BeOne Medicines Ltd. – Sponsored ADR has a one year low of $196.45 and a one year high of $385.22.

BeOne Medicines (NASDAQ:ONC) last released its quarterly earnings results on Thursday, February 26th. The company reported $0.58 earnings per share for the quarter, missing analysts’ consensus estimates of $1.60 by ($1.02). The company had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.45 billion. BeOne Medicines had a return on equity of 11.10% and a net margin of 5.37%. On average, sell-side analysts forecast that BeOne Medicines Ltd. – Sponsored ADR will post -5.82 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently commented on ONC shares. Citigroup upped their price target on shares of BeOne Medicines from $399.00 to $405.00 and gave the stock a “buy” rating in a research report on Monday, November 10th. Sanford C. Bernstein upgraded BeOne Medicines from a “hold” rating to an “outperform” rating and set a $414.00 price objective for the company in a report on Monday, January 12th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of BeOne Medicines in a research report on Wednesday, January 21st. Royal Bank Of Canada boosted their price target on BeOne Medicines from $417.00 to $425.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Jefferies Financial Group restated a “buy” rating and set a $420.00 price target on shares of BeOne Medicines in a research note on Monday, November 17th. Twelve equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $394.25.

BeOne Medicines Profile

BeOne Medicines Ltd. is a global oncology company domiciled in Switzerland that is discovering and developing innovative treatments that are more affordable and accessible to cancer patients worldwide. The firm portfolio spanning hematology and solid tumors, BeOne is expediting development of its diverse pipeline of novel therapeutics through its internal capabilities and collaborations. The company was founded by Xiao Dong Wang and John V. Oyler on October 28, 2010 and is headquartered in Basel, Switzerland.