23,007 Shares in AxoGen, Inc. $AXGN Purchased by Hsbc Holdings PLC

Hsbc Holdings PLC bought a new stake in shares of AxoGen, Inc. (NASDAQ:AXGN) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 23,007 shares of the medical equipment provider’s stock, valued at approximately $754,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. First Light Asset Management LLC boosted its position in AxoGen by 1.2% during the second quarter. First Light Asset Management LLC now owns 4,529,243 shares of the medical equipment provider’s stock worth $49,142,000 after purchasing an additional 55,028 shares during the period. Vanguard Group Inc. lifted its holdings in AxoGen by 7.1% during the 4th quarter. Vanguard Group Inc. now owns 2,869,955 shares of the medical equipment provider’s stock worth $93,934,000 after purchasing an additional 190,557 shares in the last quarter. Morgan Stanley boosted its position in shares of AxoGen by 6.5% in the fourth quarter. Morgan Stanley now owns 2,586,870 shares of the medical equipment provider’s stock valued at $84,668,000 after acquiring an additional 157,029 shares during the period. Balyasny Asset Management L.P. boosted its holdings in AxoGen by 183.9% in the 2nd quarter. Balyasny Asset Management L.P. now owns 1,931,158 shares of the medical equipment provider’s stock valued at $20,953,000 after purchasing an additional 1,250,968 shares during the period. Finally, Wasatch Advisors LP grew its holdings in shares of AxoGen by 101.1% during the first quarter. Wasatch Advisors LP now owns 1,857,350 shares of the medical equipment provider’s stock worth $61,534,000 after purchasing an additional 933,778 shares in the last quarter. Institutional investors own 80.29% of the company’s stock.

AxoGen News Summary

Here are the key news stories impacting AxoGen this week:

• Positive Sentiment: Revenue exceeded expectations: AxoGen reported second-quarter 2026 revenue of $69.73 million, above the $67.10 million analyst consensus. The result indicates continued demand for the company’s peripheral nerve repair products. AxoGen Second-Quarter 2026 Financial Results
• Positive Sentiment: Adjusted earnings beat some estimates: AxoGen reported quarterly EPS of $0.12, matching the consensus cited by MarketBeat and exceeding the $0.09 estimate tracked by Zacks. EPS was also unchanged from the year-earlier quarter. AxoGen Tops Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Management updated fiscal 2026 guidance: The company provided an updated earnings outlook, but the supplied report does not include a numerical EPS target, limiting the ability to assess whether the revision is favorable. AxoGen Q2 2026 Earnings Call Highlights
• Negative Sentiment: Margins remain a concern: Earnings coverage characterized the quarter as strong on revenue but challenged by margins. AxoGen continues to report a negative net margin of 13.21% and negative return on equity of 9.63%, highlighting ongoing pressure to convert sales growth into sustainable profitability. AxoGen Q2 2026 Earnings Call Transcript

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Wells Fargo & Company raised their price target on AxoGen from $40.00 to $48.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Wall Street Zen raised shares of AxoGen from a “hold” rating to a “buy” rating in a research report on Sunday. Weiss Ratings reiterated a “sell (d-)” rating on shares of AxoGen in a report on Friday, May 29th. Citigroup restated an “outperform” rating on shares of AxoGen in a report on Wednesday, April 29th. Finally, Zacks Research upgraded shares of AxoGen from a “strong sell” rating to a “hold” rating in a report on Friday, May 29th. Nine research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, AxoGen presently has a consensus rating of “Moderate Buy” and a consensus target price of $48.88.

AxoGen Trading Up 0.5%

NASDAQ:AXGN opened at $41.37 on Thursday. The stock has a market cap of $2.20 billion, a price-to-earnings ratio of -64.64 and a beta of 1.09. The company’s 50 day moving average price is $42.10 and its 200-day moving average price is $37.28. AxoGen, Inc. has a 52 week low of $12.39 and a 52 week high of $46.95. The company has a quick ratio of 5.33, a current ratio of 7.10 and a debt-to-equity ratio of 0.08.

AxoGen (NASDAQ:AXGN) last posted its quarterly earnings results on Wednesday, July 29th. The medical equipment provider reported $0.12 earnings per share for the quarter, hitting the consensus estimate of $0.12. AxoGen had a negative return on equity of 9.63% and a negative net margin of 13.21%.The firm had revenue of $69.73 million during the quarter, compared to analysts’ expectations of $67.10 million. On average, equities research analysts forecast that AxoGen, Inc. will post -0.37 earnings per share for the current fiscal year.

Insider Buying and Selling at AxoGen

In other news, Director Kathy Johnson Weiler sold 16,344 shares of the stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $44.09, for a total transaction of $720,606.96. Following the transaction, the director directly owned 16,344 shares of the company’s stock, valued at $720,606.96. This represents a 50.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director John Johnson sold 11,050 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $43.26, for a total value of $478,023.00. Following the completion of the transaction, the director directly owned 11,050 shares in the company, valued at $478,023. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 29,041 shares of company stock worth $1,268,792. Insiders own 2.44% of the company’s stock.

AxoGen Profile

AxoGen, Inc is a Florida-based medical technology company that develops and commercializes surgical solutions for peripheral nerve damage. Founded in 2002 and headquartered in Alachua, Florida, the company focuses on restoring nerve function and improving patient outcomes through innovative biologic and engineered products. AxoGen’s offerings address a range of traumatic and iatrogenic injuries, offering alternatives to traditional nerve autografts.

The company’s core product portfolio includes the Avance® Nerve Graft, a decellularized human nerve allograft designed to bridge nerve gaps without the need for a secondary harvest site, and the Axoguard® Nerve Connector and Protector devices, which facilitate nerve coaptation and protect repaired sites from surrounding scar tissue.