Compound Planning Inc. Reduces Stock Holdings in argenex SE $ARGX

Compound Planning Inc. lessened its position in shares of argenex SE (NASDAQ:ARGX) by 54.5% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 593 shares of the company’s stock after selling 709 shares during the period. Compound Planning Inc.’s holdings in argenex were worth $433,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in ARGX. Oppenheimer & Co. Inc. grew its stake in argenex by 2.8% in the 4th quarter. Oppenheimer & Co. Inc. now owns 442 shares of the company’s stock valued at $372,000 after acquiring an additional 12 shares during the last quarter. Valeo Financial Advisors LLC raised its position in argenex by 0.9% during the fourth quarter. Valeo Financial Advisors LLC now owns 1,372 shares of the company’s stock worth $1,153,000 after acquiring an additional 12 shares during the last quarter. CI Investments Inc. lifted its holdings in shares of argenex by 2.6% in the fourth quarter. CI Investments Inc. now owns 469 shares of the company’s stock valued at $394,000 after purchasing an additional 12 shares in the last quarter. Allworth Financial LP lifted its holdings in shares of argenex by 12.7% in the fourth quarter. Allworth Financial LP now owns 115 shares of the company’s stock valued at $97,000 after purchasing an additional 13 shares in the last quarter. Finally, WPG Advisers LLC grew its position in shares of argenex by 17.8% in the first quarter. WPG Advisers LLC now owns 86 shares of the company’s stock valued at $63,000 after purchasing an additional 13 shares during the last quarter. 60.32% of the stock is currently owned by hedge funds and other institutional investors.

More argenex News

Here are the key news stories impacting argenex this week:

• Positive Sentiment: Forte Biosciences acquisition expands the autoimmune pipeline: argenx agreed to acquire Forte for approximately $2.2 billion, or $77 per Forte share in cash. The transaction would add Forte’s autoimmune drug candidate to argenx’s portfolio and could strengthen its long-term growth opportunities. Argenx signs agreement to buy Forte Biosciences for $2.2bn
• Positive Sentiment: Analysts raised their targets: Wedbush lifted its price target from $1,000 to $1,050 and assigned an “Outperform” rating. A separate Seeking Alpha analysis upgraded ARGX to “Buy” with a $1,050 target, citing continued VYVGART growth, additional label expansions, at-home administration and pipeline potential. Wedbush raises argenx price target argenx: Upgrading To Buy, The VYVGART Growth Cycle Has Further To Go
• Positive Sentiment: Long-term earnings expectations improved: HC Wainwright maintained a “Buy” rating and raised its EPS forecasts for 2026 through 2030, including increases to $34.38 for 2027, $43.50 for 2028, $53.47 for 2029 and $64.39 for 2030. The revisions indicate stronger expected VYVGART-driven growth and pipeline contributions. HC Wainwright earnings estimate changes
• Neutral Sentiment: Relative performance remains in focus: Zacks compared argenx’s year-to-date performance with Agilent Technologies and the broader medical sector, but the report did not identify a new fundamental catalyst. Is Argenx Outperforming Other Medical Stocks This Year?
• Negative Sentiment: Deal scrutiny and valuation risks: A law firm is investigating whether Forte shareholders are receiving adequate consideration and whether the sale process was appropriate. Separately, analyses suggested ARGX could be fairly valued or as much as 15% above fair value after the Forte deal, raising concerns about acquisition execution and limited near-term upside. Forte Biosciences investor alert argenx could be 15% above fair value

argenex Stock Performance

Shares of ARGX opened at $882.56 on Thursday. argenex SE has a fifty-two week low of $596.01 and a fifty-two week high of $953.58. The company has a market capitalization of $55.21 billion, a PE ratio of 33.89, a price-to-earnings-growth ratio of 1.13 and a beta of 0.45. The stock has a fifty day moving average of $873.58 and a two-hundred day moving average of $816.78.

argenex (NASDAQ:ARGX) last announced its quarterly earnings data on Tuesday, July 21st. The company reported $7.32 EPS for the quarter, beating analysts’ consensus estimates of $5.86 by $1.46. The business had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.45 billion. argenex had a return on equity of 43.59% and a net margin of 32.19%. As a group, equities research analysts forecast that argenex SE will post 27.38 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

ARGX has been the subject of a number of recent research reports. Glj Research raised shares of argenex to a “strong-buy” rating in a research note on Friday, April 3rd. Wells Fargo & Company upped their target price on argenex from $1,260.00 to $1,291.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Guggenheim increased their target price on argenex from $1,135.00 to $1,185.00 and gave the company a “buy” rating in a report on Friday, July 24th. Robert W. Baird raised their price target on argenex from $867.00 to $932.00 and gave the stock a “neutral” rating in a research report on Monday. Finally, Wedbush boosted their price target on argenex from $1,000.00 to $1,050.00 and gave the stock an “outperform” rating in a report on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,056.89.

argenex Profile

argenx (NASDAQ: ARGX) is a biotechnology company focused on the discovery, development and commercialization of antibody-based therapeutics for severe autoimmune and neuromuscular diseases. The company uses its proprietary SIMPLE Antibody platform to generate differentiated antibodies and engineered Fc regions, and it pursues mechanisms that modulate the neonatal Fc receptor (FcRn) to reduce pathogenic IgG levels. Argenx’s research and development activities span target identification, preclinical development and late-stage clinical programs aimed at addressing unmet needs in immunology.

The company’s lead product, efgartigimod (marketed as Vyvgart), is an FcRn antagonist developed to reduce circulating IgG antibodies and treat IgG-mediated disorders.