Lyell Immunopharma (LYEL) to Release Earnings on Tuesday

Lyell Immunopharma (NASDAQ:LYEL) is expected to be posting its Q4 2025 results before the market opens on Tuesday, March 10th. Analysts expect Lyell Immunopharma to post earnings of ($2.15) per share for the quarter. Individuals may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Tuesday, March 10, 2026 at 4:00 PM ET.

Lyell Immunopharma Stock Up 1.9%

Shares of NASDAQ:LYEL opened at $22.46 on Friday. Lyell Immunopharma has a fifty-two week low of $7.65 and a fifty-two week high of $45.00. The company has a market cap of $477.05 million, a PE ratio of -0.98 and a beta of -0.14. The company’s 50-day moving average price is $24.85 and its 200 day moving average price is $21.06.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on LYEL shares. HC Wainwright raised Lyell Immunopharma from a “neutral” rating to a “buy” rating and raised their price target for the stock from $20.00 to $45.00 in a research note on Tuesday, December 9th. Weiss Ratings reissued a “sell (d-)” rating on shares of Lyell Immunopharma in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Lyell Immunopharma currently has a consensus rating of “Hold” and a consensus price target of $45.00.

Insider Buying and Selling

In other Lyell Immunopharma news, COO Stephen J. Hill sold 1,236 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $23.39, for a total transaction of $28,910.04. Following the completion of the sale, the chief operating officer directly owned 17,795 shares in the company, valued at $416,225.05. This represents a 6.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Lynn Seely sold 7,455 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $23.39, for a total value of $174,372.45. Following the transaction, the chief executive officer directly owned 74,266 shares of the company’s stock, valued at $1,737,081.74. This represents a 9.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 11,310 shares of company stock valued at $264,285. Company insiders own 22.30% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. GSK plc acquired a new position in shares of Lyell Immunopharma during the fourth quarter worth approximately $46,560,000. ARCH Venture Management LLC increased its position in Lyell Immunopharma by 51.5% during the third quarter. ARCH Venture Management LLC now owns 2,759,072 shares of the company’s stock worth $44,807,000 after acquiring an additional 938,438 shares during the period. Acadian Asset Management LLC increased its position in Lyell Immunopharma by 204.2% during the first quarter. Acadian Asset Management LLC now owns 660,899 shares of the company’s stock worth $354,000 after acquiring an additional 443,614 shares during the period. Vanguard Group Inc. raised its stake in Lyell Immunopharma by 76.0% during the 3rd quarter. Vanguard Group Inc. now owns 779,004 shares of the company’s stock valued at $12,651,000 after purchasing an additional 336,378 shares during the last quarter. Finally, AQR Capital Management LLC raised its stake in Lyell Immunopharma by 773.5% during the 1st quarter. AQR Capital Management LLC now owns 174,279 shares of the company’s stock valued at $94,000 after purchasing an additional 154,327 shares during the last quarter. 66.05% of the stock is owned by institutional investors.

About Lyell Immunopharma

Lyell Immunopharma is a clinical-stage biotechnology company focused on developing next-generation T cell therapies for cancer. Leveraging a proprietary platform that combines cell therapy, gene editing and molecular discovery, Lyell seeks to overcome key barriers in the treatment of solid tumors. The company’s approach centers on engineering T cells to enhance their persistence, functionality and resistance to the immunosuppressive tumor microenvironment.

The company’s pipeline includes multiple autologous T cell programs engineered to target tumor-associated antigens in solid malignancies such as melanoma, ovarian and pancreatic cancers.