Dana Investment Advisors Inc. Grows Stock Holdings in Axsome Therapeutics, Inc. $AXSM

Dana Investment Advisors Inc. grew its holdings in Axsome Therapeutics, Inc. (NASDAQ:AXSM) by 39.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 33,612 shares of the company’s stock after buying an additional 9,539 shares during the period. Dana Investment Advisors Inc. owned approximately 0.07% of Axsome Therapeutics worth $4,082,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the business. Stanley Laman Group Ltd. bought a new stake in shares of Axsome Therapeutics in the 3rd quarter valued at approximately $2,125,000. Aberdeen Group plc increased its position in shares of Axsome Therapeutics by 15.5% during the 3rd quarter. Aberdeen Group plc now owns 94,648 shares of the company’s stock valued at $11,495,000 after purchasing an additional 12,732 shares during the last quarter. Swiss National Bank increased its position in shares of Axsome Therapeutics by 6.9% during the 2nd quarter. Swiss National Bank now owns 65,200 shares of the company’s stock valued at $6,806,000 after purchasing an additional 4,200 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in Axsome Therapeutics by 55.4% during the 2nd quarter. Bank of New York Mellon Corp now owns 203,632 shares of the company’s stock valued at $21,257,000 after buying an additional 72,609 shares during the period. Finally, Cabot Wealth Management Inc. bought a new stake in Axsome Therapeutics in the third quarter worth $675,000. 81.49% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on AXSM shares. Truist Financial set a $200.00 price objective on shares of Axsome Therapeutics in a research report on Monday. Leerink Partners lifted their price target on shares of Axsome Therapeutics from $150.00 to $205.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Cantor Fitzgerald reissued an “overweight” rating on shares of Axsome Therapeutics in a research report on Wednesday, January 14th. TD Cowen reissued a “buy” rating on shares of Axsome Therapeutics in a research note on Monday. Finally, Piper Sandler boosted their target price on Axsome Therapeutics from $148.00 to $223.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Seventeen analysts have rated the stock with a Buy rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $216.12.

Key Headlines Impacting Axsome Therapeutics

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

Axsome Therapeutics Stock Performance

Shares of NASDAQ:AXSM opened at $169.95 on Wednesday. The firm’s 50 day simple moving average is $174.91 and its 200-day simple moving average is $145.40. 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, Inc. has a one year low of $86.99 and a one year high of $191.50. The firm has a market cap of $8.57 billion, a PE ratio of -46.06, a price-to-earnings-growth ratio of 12.57 and a beta of 0.40.

Axsome Therapeutics (NASDAQ:AXSM) last announced its quarterly earnings data on Monday, February 23rd. The company reported ($0.56) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.70) by $0.14. The company had revenue of $196.00 million for the quarter, compared to analysts’ expectations of $191.33 million. Axsome Therapeutics had a negative return on equity of 251.47% and a negative net margin of 28.69%.The company’s revenue for the quarter was up 65.0% on a year-over-year basis. As a group, equities analysts predict that Axsome Therapeutics, Inc. will post -2.79 EPS for the current year.

Insider Transactions at Axsome Therapeutics

In other news, CEO Herriot Tabuteau sold 78,703 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $171.28, for a total transaction of $13,480,249.84. Following the transaction, the chief executive officer owned 7,229 shares in the company, valued at approximately $1,238,183.12. This trade represents a 91.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Ari Maizel sold 7,500 shares of Axsome Therapeutics stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $184.44, for a total value of $1,383,300.00. The SEC filing for this sale provides additional information. Insiders sold a total of 308,874 shares of company stock worth $51,390,805 over the last quarter. 22.40% of the stock is owned by corporate insiders.

Axsome Therapeutics Company Profile

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.