Revolution Medicines (NASDAQ:RVMD) COO Sells $455,916.84 in Stock

Revolution Medicines, Inc. (NASDAQ:RVMD) COO Margaret Horn sold 4,583 shares of the company’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 value of $455,916.84. Following the transaction, the chief operating officer directly owned 157,570 shares in the company, valued at approximately $15,675,063.60. This represents a 2.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

Revolution Medicines Price Performance

Shares of RVMD stock opened at $95.78 on Friday. Revolution Medicines, Inc. has a 52-week low of $29.17 and a 52-week high of $124.49. 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 firm has a market capitalization of $18.98 billion, a P/E ratio of -16.21 and a beta of 0.99. The stock has a 50 day moving average price of $102.96 and a 200 day moving average price of $77.07.

Revolution Medicines (NASDAQ:RVMD) last posted its quarterly earnings data 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 quarter in the prior year, the firm posted ($1.12) earnings per share. As a group, sell-side analysts predict that Revolution Medicines, Inc. will post -3.49 earnings per share for the current 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.

Institutional Trading of Revolution Medicines

Several institutional investors and hedge funds have recently made changes to their positions in RVMD. Indiana Trust & Investment Management Co bought a new position in Revolution Medicines during the 4th quarter worth about $32,000. Global Retirement Partners LLC raised its holdings in shares of Revolution Medicines by 1,002.8% in the 4th quarter. Global Retirement Partners LLC now owns 397 shares of the company’s stock valued at $32,000 after purchasing an additional 361 shares in the last quarter. Torren Management LLC bought a new stake in shares of Revolution Medicines in the 4th quarter valued at about $33,000. Arax Advisory Partners purchased a new stake in shares of Revolution Medicines in the 4th quarter worth approximately $38,000. Finally, GAMMA Investing LLC lifted its position in shares of Revolution Medicines by 45.1% in the 3rd quarter. GAMMA Investing LLC now owns 837 shares of the company’s stock worth $39,000 after purchasing an additional 260 shares during the period. 94.34% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on RVMD shares. Weiss Ratings restated a “sell (d-)” rating on shares of Revolution Medicines in a report on Thursday, January 22nd. Evercore raised shares of Revolution Medicines to a “strong-buy” rating in a research report on Wednesday, February 25th. Jefferies Financial Group initiated coverage on shares of Revolution Medicines in a research note on Monday, March 16th. They issued a “buy” rating on the stock. Benchmark reaffirmed an “overweight” rating on shares of Revolution Medicines in a research report on Tuesday, February 17th. Finally, Wedbush reaffirmed an “outperform” rating on shares of Revolution Medicines in a research note on Friday, January 9th. Four research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $78.94.

About Revolution Medicines

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.