Revolution Medicines, Inc. $RVMD Shares Bought by TD Asset Management Inc

TD Asset Management Inc grew its stake in Revolution Medicines, Inc. (NASDAQ:RVMD) by 5.5% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 535,604 shares of the company’s stock after acquiring an additional 28,004 shares during the quarter. TD Asset Management Inc owned about 0.28% of Revolution Medicines worth $25,013,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. GAMMA Investing LLC boosted its position in shares of Revolution Medicines by 45.1% during the 3rd quarter. GAMMA Investing LLC now owns 837 shares of the company’s stock valued at $39,000 after acquiring an additional 260 shares during the last quarter. California State Teachers Retirement System boosted its holdings in Revolution Medicines by 0.3% in the 2nd quarter. California State Teachers Retirement System now owns 140,077 shares of the company’s stock valued at $5,153,000 after purchasing an additional 437 shares during the last quarter. CWM LLC grew its stake in shares of Revolution Medicines by 171.3% in the 2nd quarter. CWM LLC now owns 917 shares of the company’s stock valued at $34,000 after buying an additional 579 shares during the period. Arizona State Retirement System increased its holdings in shares of Revolution Medicines by 1.6% during the 3rd quarter. Arizona State Retirement System now owns 41,299 shares of the company’s stock worth $1,929,000 after buying an additional 646 shares during the last quarter. Finally, Avanza Fonder AB raised its position in shares of Revolution Medicines by 17.5% during the 3rd quarter. Avanza Fonder AB now owns 4,335 shares of the company’s stock valued at $202,000 after buying an additional 647 shares during the period. Hedge funds and other institutional investors own 94.34% of the company’s stock.

Revolution Medicines Price Performance

RVMD opened at $102.02 on Friday. The stock’s 50-day moving average price is $99.18 and its 200 day moving average price is $70.60. Revolution Medicines, Inc. has a 12-month low of $29.17 and a 12-month high of $124.49. The firm has a market cap of $20.22 billion, a price-to-earnings ratio of -17.26 and a beta of 1.01. The company has a current ratio of 8.05, a quick ratio of 8.05 and a debt-to-equity ratio of 0.16.

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

Insider Buying and Selling

In other Revolution Medicines news, insider Stephen Michael Kelsey sold 5,447 shares of the stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $76.82, for a total value of $418,438.54. Following the sale, the insider owned 278,600 shares of the company’s stock, valued at $21,402,052. This trade represents a 1.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Jack Anders sold 10,000 shares of the business’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $98.00, for a total value of $980,000.00. Following the transaction, the chief financial officer directly owned 108,065 shares of the company’s stock, valued at approximately $10,590,370. This represents a 8.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 113,792 shares of company stock worth $10,734,640 over the last ninety days. Insiders own 8.20% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on RVMD shares. Wolfe Research began coverage on Revolution Medicines in a research report on Tuesday, November 18th. They issued an “outperform” rating and a $75.00 price objective for the company. UBS Group assumed coverage on Revolution Medicines in a research note on Friday. They issued a “buy” rating on the stock. Evercore raised Revolution Medicines to a “strong-buy” rating in a research report on Wednesday. Needham & Company LLC boosted their price objective on shares of Revolution Medicines from $66.00 to $72.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Finally, JPMorgan Chase & Co. increased their target price on shares of Revolution Medicines from $71.00 to $82.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Four analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat, Revolution Medicines presently has a consensus rating of “Buy” and an average price target of $78.94.

More Revolution Medicines News

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

• Positive Sentiment: UBS initiated coverage with a “buy” rating, providing outside validation that could support more buying interest from institutional investors. Article Title
• Positive Sentiment: Evercore upgraded RVMD to “strong-buy,” adding another bullish analyst voice that may help sustain demand for the stock. Article Title
• Positive Sentiment: Coverage asking whether Revolution has found a cancer-treatment breakthrough is driving speculative interest; positive clinical readouts or clearer efficacy signals could be a material upside catalyst. Article Title
• Neutral Sentiment: The published Q4 2025 earnings call transcript provides management commentary and detail investors will parse for clinical progress, timelines and cost drivers; it’s a primary source but not new news by itself. Article Title
• Negative Sentiment: Revolution reported a wider-than-expected Q4 loss and guided 2026 operating expenses to $1.6B–$1.7B as it advances late‑stage RAS programs—higher burn and an earnings miss are immediate negatives that can pressure the share price until clinical milestones are demonstrated. Article Title

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.