SG Americas Securities LLC Increases Position in Agios Pharmaceuticals, Inc. $AGIO

SG Americas Securities LLC raised its position in Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) by 68.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,451 shares of the biopharmaceutical company’s stock after purchasing an additional 18,801 shares during the quarter. SG Americas Securities LLC owned 0.08% of Agios Pharmaceuticals worth $1,264,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AGIO. AQR Capital Management LLC raised its position in Agios Pharmaceuticals by 66.8% in the first quarter. AQR Capital Management LLC now owns 51,489 shares of the biopharmaceutical company’s stock valued at $1,498,000 after purchasing an additional 20,625 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Agios Pharmaceuticals by 7.2% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 43,327 shares of the biopharmaceutical company’s stock valued at $1,274,000 after purchasing an additional 2,920 shares during the period. NewEdge Advisors LLC purchased a new stake in Agios Pharmaceuticals in the first quarter valued at approximately $40,000. Goldman Sachs Group Inc. raised its position in Agios Pharmaceuticals by 16.1% in the first quarter. Goldman Sachs Group Inc. now owns 658,652 shares of the biopharmaceutical company’s stock valued at $19,299,000 after purchasing an additional 91,482 shares during the period. Finally, Woodline Partners LP purchased a new stake in Agios Pharmaceuticals in the first quarter valued at approximately $597,000.

Agios Pharmaceuticals Stock Up 0.9%

NASDAQ:AGIO opened at $35.11 on Wednesday. The company has a fifty day simple moving average of $29.13 and a two-hundred day simple moving average of $32.10. The company has a market cap of $2.06 billion, a price-to-earnings ratio of -4.94 and a beta of 0.79. Agios Pharmaceuticals, Inc. has a 52 week low of $22.24 and a 52 week high of $46.00.

Agios Pharmaceuticals News Summary

Here are the key news stories impacting Agios Pharmaceuticals this week:

• Positive Sentiment: JPMorgan raised its price target on AGIO from $31 to $36 (keeps a “neutral” rating), signaling modest analyst support and giving the stock a near-term upside reference point for investors. JPMorgan price-target note
• Neutral Sentiment: Agios scheduled its Q1 2026 earnings conference call and webcast for April 29 — an upcoming catalyst that could drive volatility when results and guidance are released. Earnings call press release
• Neutral Sentiment: Multiple insiders (including CFO Cecilia Jones, and others such as Tsveta Milanova, Sarah Gheuens and James William Burns) sold small blocks (~2.9k–3.3k shares each) at about $34.71 under pre-arranged Rule 10b5-1 plans to cover tax withholding on vested awards — routine, planned transactions that are generally viewed as neutral rather than negative. Representative SEC filings and trade summaries are available for each insider. Sample SEC filing

Analyst Ratings Changes

A number of analysts have issued reports on AGIO shares. Wall Street Zen raised Agios Pharmaceuticals from a “sell” rating to a “hold” rating in a research report on Sunday, March 22nd. Truist Financial boosted their price target on shares of Agios Pharmaceuticals from $32.00 to $38.00 and gave the stock a “buy” rating in a research note on Wednesday, December 24th. Weiss Ratings restated a “sell (d)” rating on shares of Agios Pharmaceuticals in a research note on Friday, March 27th. HC Wainwright boosted their price target on shares of Agios Pharmaceuticals from $62.00 to $65.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Bank of America boosted their price target on shares of Agios Pharmaceuticals from $32.00 to $34.00 and gave the stock a “buy” rating in a research note on Wednesday, December 24th. Six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $42.67.

Insiders Place Their Bets

In related news, insider Sarah Gheuens sold 2,940 shares of the business’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $34.71, for a total transaction of $102,047.40. Following the completion of the transaction, the insider owned 80,277 shares in the company, valued at approximately $2,786,414.67. The trade was a 3.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Cecilia Jones sold 3,141 shares of the business’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $34.71, for a total transaction of $109,024.11. Following the transaction, the chief financial officer owned 54,998 shares of the company’s stock, valued at approximately $1,908,980.58. The trade was a 5.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 15,582 shares of company stock valued at $520,405. Corporate insiders own 4.30% of the company’s stock.

Agios Pharmaceuticals Profile

Agios Pharmaceuticals, Inc is a biopharmaceutical company founded in 2008 as a spin-out from research at Dana-Farber Cancer Institute and the Broad Institute. Headquartered in Cambridge, Massachusetts, Agios focuses on understanding and targeting cellular metabolism to develop novel therapies for cancer and rare genetic diseases. The company’s scientific platform integrates genomic discovery, metabolic profiling and precision medicine approaches to identify and advance small-molecule candidates that correct or exploit metabolic dysfunction.

Agios’s lead products are IDH (isocitrate dehydrogenase) inhibitors that target specific cancer mutations.