5,498 Shares in Revolution Medicines, Inc. $RVMD Acquired by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. bought a new position in shares of Revolution Medicines, Inc. (NASDAQ:RVMD) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 5,498 shares of the company’s stock, valued at approximately $438,000.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Signaturefd LLC grew its holdings in Revolution Medicines by 33.1% during the 4th quarter. Signaturefd LLC now owns 656 shares of the company’s stock worth $52,000 after acquiring an additional 163 shares during the last quarter. GAMMA Investing LLC grew its holdings in Revolution Medicines by 45.1% during the 3rd quarter. GAMMA Investing LLC now owns 837 shares of the company’s stock worth $39,000 after acquiring an additional 260 shares during the last quarter. Public Employees Retirement System of Ohio grew its holdings in Revolution Medicines by 0.6% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 54,143 shares of the company’s stock worth $2,528,000 after acquiring an additional 336 shares during the last quarter. Indiana Trust & Investment Management Co bought a new stake in Revolution Medicines during the 4th quarter worth approximately $32,000. Finally, California State Teachers Retirement System grew its holdings in Revolution Medicines by 0.3% during the 2nd quarter. California State Teachers Retirement System now owns 140,077 shares of the company’s stock worth $5,153,000 after acquiring an additional 437 shares during the last quarter. 94.34% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms have recently weighed in on RVMD. Truist Financial upgraded shares of Revolution Medicines to a “strong-buy” rating in a research report on Wednesday, March 25th. Evercore reaffirmed an “outperform” rating on shares of Revolution Medicines in a research report on Tuesday, April 14th. Jefferies Financial Group started coverage on Revolution Medicines in a report on Monday, March 16th. They set a “buy” rating for the company. Benchmark reissued an “overweight” rating on shares of Revolution Medicines in a research report on Tuesday, February 17th. Finally, Wedbush reissued an “outperform” rating on shares of Revolution Medicines in a research note on Tuesday, April 14th. Four equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Revolution Medicines currently has a consensus rating of “Buy” and an average target price of $78.94.

Insider Activity

In other news, CFO Jack Anders sold 2,753 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $99.48, for a total transaction of $273,868.44. Following the transaction, the chief financial officer owned 125,512 shares of the company’s stock, valued at $12,485,933.76. This represents a 2.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Stephen Michael Kelsey sold 4,302 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $99.48, for a total value of $427,962.96. Following the completion of the sale, the insider owned 295,398 shares of the company’s stock, valued at approximately $29,386,193.04. This represents a 1.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 184,592 shares of company stock valued at $24,499,532. Corporate insiders own 8.20% of the company’s stock.

Revolution Medicines News Summary

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

• Positive Sentiment: Takeover speculation persists after positive interpretation of daraxonrasib clinical data, which can support M&A interest and investor upside. Why Revolution Medicines still looks like a prime takeover target
• Positive Sentiment: Lifesci Capital nudged its Q4 2026 EPS forecast slightly higher (from -$2.09 to -$2.08), a small positive signal on model outlook and analyst sentiment.
• Neutral Sentiment: Public reporting noted the company entered underwriting agreements and moved to raise capital via equity and convertible notes — confirms the financing plan but adds no new terms beyond the filing coverage. Revolution Medicines Raises Capital via Equity and Convertible Notes
• Negative Sentiment: Revolution closed concurrent upsized offerings: 12,147,887 common shares at $142.00 and $500M of 0.50% convertible senior notes due 2033, raising ~$2.225B gross. The large equity issuance (including full underwriter option) is dilutive and often pressures near-term share price despite improving cash runway. Revolution Medicines Announces Closing of Concurrent Upsized Public Offerings
• Negative Sentiment: HC Wainwright cut multiple quarterly and full‑year EPS forecasts materially (Q1–Q4 and FY2026 revisions lower), signaling weaker near‑term profitability expectations and adding downward pressure on sentiment.

Revolution Medicines Stock Performance

NASDAQ:RVMD opened at $148.63 on Monday. The company has a quick ratio of 7.14, a current ratio of 7.14 and a debt-to-equity ratio of 0.16. Revolution Medicines, Inc. has a twelve month low of $34.00 and a twelve month high of $155.70. The company has a fifty day moving average of $103.12 and a 200-day moving average of $86.47. The firm has a market capitalization of $29.45 billion, a P/E ratio of -25.15 and a beta of 1.01.

Revolution Medicines (NASDAQ:RVMD) last issued its earnings results on Wednesday, February 25th. The company reported ($1.86) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.56) by ($0.30). During the same period last year, the company earned ($1.12) EPS. As a group, sell-side analysts anticipate that Revolution Medicines, Inc. will post -3.49 EPS for the current year.

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.