Insider Selling: Revolution Medicines (NASDAQ:RVMD) Insider Sells $427,962.96 in Stock

Revolution Medicines, Inc. (NASDAQ:RVMD) insider Stephen Michael Kelsey sold 4,302 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $99.48, for a total transaction of $427,962.96. Following the transaction, the insider directly owned 295,398 shares in the company, valued at $29,386,193.04. The trade was a 1.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Revolution Medicines Stock Performance

Shares of RVMD opened at $95.78 on Friday. The company has a market capitalization of $18.98 billion, a PE ratio of -16.21 and a beta of 0.99. The company has a debt-to-equity ratio of 0.16, a quick ratio of 7.14 and a current ratio of 7.14. The company’s 50 day moving average price is $102.96 and its 200 day moving average price is $77.07. Revolution Medicines, Inc. has a 52 week low of $29.17 and a 52 week high of $124.49.

Revolution Medicines (NASDAQ:RVMD) last released its earnings results on Wednesday, February 25th. The company reported ($1.86) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.56) by ($0.30). During the same period in the prior year, the firm posted ($1.12) EPS. Research analysts expect that Revolution Medicines, Inc. will post -3.49 EPS for the current fiscal year.

Key Revolution Medicines News

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

• Positive Sentiment: Large institutional interest — several big funds (General Atlantic, Norges Bank, Avoro, UBS, Polar Capital) have taken or increased stakes recently, which signals strong institutional conviction and can provide buying support. MarketBeat Institutional/Insider Summary
• Positive Sentiment: Analyst tone is largely favorable — multiple upgrades/initiations and a consensus “Buy” bias underpin positive sentiment among investors and can stabilize demand. Analyst Coverage Summary
• Neutral Sentiment: Company profile and pipeline are long-term positives but carry standard biotech clinical/readout risk — lead programs include RMC‑4630 (SHP2), RMC‑6291 (KRAS G12C) and RMC‑6236 (pan‑RAS).
• Neutral Sentiment: Recent results (Feb. 25) showed a wider-than-expected quarterly loss (EPS -$1.86 vs. -$1.56 est.), a reminder of ongoing cash burn and negative EPS guidance for the year — a typical headwind for development-stage biotechs. Earnings Summary
• Negative Sentiment: Unusual options activity — investors bought 12,797 put contracts (a ~131% increase vs. average put volume of 5,546), a bearish flow that can amplify near‑term downside and volatility.
• Negative Sentiment: Cluster of insider sales on Mar. 17 — several senior insiders trimmed positions (Mark A. Goldsmith 12,871 shares; Margaret A. Horn 4,583; Stephen M. Kelsey 4,302; Jack Anders 2,753; Lin Wei 2,073; Xiaolin Wang 2,010). Multiple Form 4 filings were submitted to the SEC, which can be interpreted negatively by some investors even if sales are for diversification or routine reasons. SEC filings: Read More. · Read More. · Read More. · Read More. · Read More. · Read More.

Hedge Funds Weigh In On Revolution Medicines

Hedge funds have recently bought and sold shares of the business. PNC Financial Services Group Inc. raised its holdings in Revolution Medicines by 1.3% during the fourth quarter. PNC Financial Services Group Inc. now owns 10,066 shares of the company’s stock valued at $802,000 after buying an additional 125 shares in the last quarter. Deutsche Bank AG boosted its stake in shares of Revolution Medicines by 0.4% during the 4th quarter. Deutsche Bank AG now owns 32,217 shares of the company’s stock worth $2,566,000 after acquiring an additional 130 shares in the last quarter. Signaturefd LLC increased its holdings in shares of Revolution Medicines by 33.1% during the 4th quarter. Signaturefd LLC now owns 656 shares of the company’s stock valued at $52,000 after acquiring an additional 163 shares during the last quarter. Allworth Financial LP increased its holdings in shares of Revolution Medicines by 57.2% during the 4th quarter. Allworth Financial LP now owns 577 shares of the company’s stock valued at $46,000 after acquiring an additional 210 shares during the last quarter. Finally, Farther Finance Advisors LLC raised its stake in shares of Revolution Medicines by 44.7% in the 4th quarter. Farther Finance Advisors LLC now owns 751 shares of the company’s stock valued at $60,000 after acquiring an additional 232 shares in the last quarter. 94.34% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

RVMD has been the topic of a number of recent research reports. Jefferies Financial Group began coverage on Revolution Medicines in a research note on Monday, March 16th. They issued a “buy” rating on the stock. UBS Group assumed coverage on Revolution Medicines in a research note on Friday, February 27th. They set a “buy” rating for the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Revolution Medicines in a report on Thursday, January 22nd. Wedbush restated an “outperform” rating on shares of Revolution Medicines in a report on Friday, January 9th. Finally, Benchmark reaffirmed an “overweight” rating on shares of Revolution Medicines in a research report on Tuesday, February 17th. Four analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Revolution Medicines presently has a consensus rating of “Buy” and a consensus target price of $78.94.

Revolution Medicines Company Profile

Revolution Medicines is a clinical-stage biopharmaceutical company focused on discovering and developing small molecule therapies to treat RAS-dependent cancers and other diseases driven by the RAS/MAPK pathway. The company’s research efforts target historically “undruggable” proteins, aiming to inhibit critical nodes in cell signaling that promote tumor growth and therapeutic resistance.

The lead pipeline includes RMC-4630, a SHP2 inhibitor; RMC-6291, a selective KRAS G12C inhibitor; and RMC-6236, a pan-RAS inhibitor designed to address multiple RAS mutations.