Revolution Medicines (NASDAQ:RVMD) COO Margaret Horn Sells 75,000 Shares of Stock

Revolution Medicines, Inc. (NASDAQ:RVMD) COO Margaret Horn sold 75,000 shares of the business’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $100.56, for a total transaction of $7,542,000.00. Following the completion of the transaction, the chief operating officer owned 141,053 shares in the company, valued at $14,184,289.68. This represents a 34.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Revolution Medicines Stock Performance

NASDAQ:RVMD opened at $118.64 on Friday. The firm has a 50-day moving average of $76.36 and a two-hundred day moving average of $53.98. The company has a debt-to-equity ratio of 0.16, a current ratio of 8.05 and a quick ratio of 8.05. The stock has a market cap of $22.94 billion, a P/E ratio of -22.95 and a beta of 0.99. Revolution Medicines, Inc. has a 1-year low of $29.17 and a 1-year high of $121.62.

Revolution Medicines (NASDAQ:RVMD) last released its quarterly earnings results on Wednesday, November 5th. The company reported ($1.61) EPS for the quarter, missing the consensus estimate of ($1.39) by ($0.22). During the same period last year, the business posted ($0.94) earnings per share. On average, research analysts expect that Revolution Medicines, Inc. will post -3.49 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on RVMD shares. Royal Bank Of Canada began coverage on shares of Revolution Medicines in a research report on Monday, November 3rd. They set an “outperform” rating and a $77.00 price target for the company. Stifel Nicolaus assumed coverage on shares of Revolution Medicines in a research note on Wednesday, October 15th. They set a “buy” rating and a $85.00 price objective on the stock. Raymond James Financial raised their price objective on shares of Revolution Medicines from $72.00 to $76.00 and gave the stock a “strong-buy” rating in a report on Friday, October 17th. UBS Group upgraded shares of Revolution Medicines to a “strong-buy” rating in a research note on Thursday, December 4th. Finally, JPMorgan Chase & Co. increased their price target on shares of Revolution Medicines from $71.00 to $82.00 and gave the stock an “overweight” rating in a research report on Thursday, November 6th. Four investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $78.94.

Institutional Trading of Revolution Medicines

Institutional investors and hedge funds have recently modified their holdings of the business. CWM LLC lifted its position in shares of Revolution Medicines by 171.3% in the 2nd quarter. CWM LLC now owns 917 shares of the company’s stock worth $34,000 after buying an additional 579 shares during the last quarter. GAMMA Investing LLC raised its stake in Revolution Medicines by 45.1% during the third quarter. GAMMA Investing LLC now owns 837 shares of the company’s stock worth $39,000 after acquiring an additional 260 shares during the period. a16z Perennial Management L.P. bought a new position in Revolution Medicines in the second quarter worth about $67,000. AlphaQuest LLC acquired a new position in Revolution Medicines in the second quarter valued at approximately $73,000. Finally, Danske Bank A S acquired a new position in Revolution Medicines in the third quarter valued at approximately $98,000. 94.34% of the stock is owned by institutional investors and hedge funds.

Revolution Medicines News Summary

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

• Positive Sentiment: Reports that Merck is in talks to acquire Revolution Medicines for roughly $30–32 billion, a direct M&A bid narrative that can justify a sizable takeover premium and is the primary driver of today’s rally. Merck in talks (WSJ)
• Positive Sentiment: Takeover buzz broadened as media reported additional suitors and renewed buyout interest (markets often bid target stocks higher on competing-acquirer speculation). Takeover buzz, another suitor emerges (Barron’s)
• Positive Sentiment: FDA granted Breakthrough Therapy Designation to zoldonrasib for KRAS G12D-mutant NSCLC — a substantive clinical/regulatory win that strengthens RVMD’s strategic value to acquirers and supports a higher acquisition valuation. Breakthrough Therapy Designation (GlobeNewswire)
• Positive Sentiment: Unusual options activity — a large spike in call buying — indicates aggressive bullish/speculative positioning by traders ahead of or on takeover rumors, amplifying short-term upside momentum. (market reports)
• Neutral Sentiment: The stock experienced a temporary LULD (limit up/limit down) pause during trading, a procedural volatility-control measure that often accompanies sudden price moves but does not change fundamentals.
• Negative Sentiment: Earlier takeover reports referenced AbbVie interest but AbbVie publicly denied talks, which previously triggered volatility and a pullback — a reminder that rumor-driven moves can reverse if potential bidders decline to engage. AbbVie denies talks (Barron’s)
• Negative Sentiment: Revolution remains a loss-making biotech (recent quarterly EPS missed estimates), so absent a takeover premium the stock’s valuation relies on successful late-stage clinical outcomes and eventual commercialization. (company filings/earnings)

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.