Janus Henderson Group PLC Decreases Stock Position in Vertex Pharmaceuticals Incorporated $VRTX

Janus Henderson Group PLC trimmed its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) by 4.1% in the 1st quarter, HoldingsChannel reports. The firm owned 2,131,527 shares of the pharmaceutical company’s stock after selling 90,426 shares during the period. Janus Henderson Group PLC’s holdings in Vertex Pharmaceuticals were worth $951,795,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of VRTX. Earned Wealth Advisors LLC boosted its stake in shares of Vertex Pharmaceuticals by 3.3% in the 4th quarter. Earned Wealth Advisors LLC now owns 650 shares of the pharmaceutical company’s stock valued at $295,000 after buying an additional 21 shares during the period. Confluence Wealth Services Inc. increased its stake in shares of Vertex Pharmaceuticals by 4.0% during the fourth quarter. Confluence Wealth Services Inc. now owns 545 shares of the pharmaceutical company’s stock worth $247,000 after buying an additional 21 shares during the period. Williams Jones Wealth Management LLC. increased its stake in shares of Vertex Pharmaceuticals by 1.9% during the fourth quarter. Williams Jones Wealth Management LLC. now owns 1,155 shares of the pharmaceutical company’s stock worth $524,000 after buying an additional 21 shares during the period. Childress Capital Advisors LLC raised its holdings in Vertex Pharmaceuticals by 3.1% in the fourth quarter. Childress Capital Advisors LLC now owns 730 shares of the pharmaceutical company’s stock valued at $331,000 after acquiring an additional 22 shares in the last quarter. Finally, Cannell & Spears LLC raised its holdings in Vertex Pharmaceuticals by 1.2% in the first quarter. Cannell & Spears LLC now owns 1,983 shares of the pharmaceutical company’s stock valued at $885,000 after acquiring an additional 23 shares in the last quarter. Hedge funds and other institutional investors own 90.96% of the company’s stock.

Insider Activity

In other news, EVP Joy Liu sold 1,104 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $425.02, for a total transaction of $469,222.08. Following the completion of the sale, the executive vice president owned 20,729 shares in the company, valued at approximately $8,810,239.58. This represents a 5.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CMO Carmen Bozic sold 596 shares of the business’s stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $482.50, for a total value of $287,570.00. Following the completion of the transaction, the chief marketing officer owned 15,337 shares in the company, valued at $7,400,102.50. This trade represents a 3.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 18,874 shares of company stock worth $8,707,966 over the last 90 days. 0.20% of the stock is owned by corporate insiders.

Vertex Pharmaceuticals Stock Performance

Vertex Pharmaceuticals stock opened at $483.33 on Thursday. The stock has a 50-day simple moving average of $468.80 and a 200-day simple moving average of $460.09. The company has a market capitalization of $122.67 billion, a P/E ratio of 28.67, a PEG ratio of 2.21 and a beta of 0.29. Vertex Pharmaceuticals Incorporated has a fifty-two week low of $362.50 and a fifty-two week high of $533.67.

Vertex Pharmaceuticals (NASDAQ:VRTX) last released its quarterly earnings results on Monday, May 4th. The pharmaceutical company reported $4.47 EPS for the quarter, topping the consensus estimate of $4.24 by $0.23. The company had revenue of $2.99 billion for the quarter, compared to analyst estimates of $2.99 billion. Vertex Pharmaceuticals had a return on equity of 23.86% and a net margin of 35.51%.The firm’s revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.06 earnings per share. As a group, analysts forecast that Vertex Pharmaceuticals Incorporated will post 17.01 earnings per share for the current year.

Vertex Pharmaceuticals News Roundup

Here are the key news stories impacting Vertex Pharmaceuticals this week:

• Positive Sentiment: Pipeline expansion: Vertex agreed to collaborate with AbCellera Biologics on discovering, developing, manufacturing and commercializing multispecific T-cell engagers for autoimmune diseases and other conditions. Vertex will fund the research and retain commercialization rights, providing a potential way to diversify beyond its cystic fibrosis franchise. AbCellera, Vertex partner on next-gen T-cell engagers
• Positive Sentiment: Estimates remain supportive: Erste Group Bank modestly raised its fiscal 2026 earnings-per-share forecast for Vertex to $16.95 from $16.93. The estimate remains close to the broader consensus of $17.01, suggesting expectations for continued earnings growth are largely intact.
• Neutral Sentiment: Second-quarter results are approaching: Analysts are focused on Vertex’s quarter ended June 2026, particularly revenue, earnings and operating metrics beyond headline consensus estimates. The company’s latest reported quarter exceeded earnings expectations, with revenue of $2.99 billion and year-over-year revenue growth of 8.3%, but investors may be cautious ahead of the next release. Vertex Q2 Earnings Preview
• Negative Sentiment: Valuation is mixed: Vertex has delivered strong long-term shareholder returns, and a discounted-cash-flow analysis suggests upside. However, market-based valuation multiples indicate the shares may be closer to fairly valued, limiting the immediate impact of pipeline news unless the collaboration produces meaningful clinical or commercial progress. Vertex Expands Its Pipeline Reach

Analysts Set New Price Targets

Several research analysts have commented on VRTX shares. Weiss Ratings upgraded shares of Vertex Pharmaceuticals from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, July 17th. Sanford C. Bernstein reduced their price objective on shares of Vertex Pharmaceuticals from $577.00 to $572.00 and set an “outperform” rating on the stock in a report on Tuesday, May 5th. Truist Financial lifted their price objective on shares of Vertex Pharmaceuticals from $542.00 to $560.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Barclays boosted their target price on shares of Vertex Pharmaceuticals from $607.00 to $615.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Finally, Royal Bank Of Canada increased their target price on Vertex Pharmaceuticals from $543.00 to $570.00 and gave the company an “outperform” rating in a report on Tuesday, July 7th. Twenty-two equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $559.61.

Vertex Pharmaceuticals Profile

Vertex Pharmaceuticals Inc is a Boston-based biotechnology company focused on the discovery, development and commercialization of therapies for serious diseases. Founded in 1989, Vertex built its reputation on research-driven drug development and is best known for its work in cystic fibrosis (CF), where its portfolio of small-molecule CFTR modulators transformed standards of care for many people with the disease. The company operates research and development, manufacturing and commercial organizations and serves patients and healthcare systems in multiple international markets.

Vertex’s marketed products center on CFTR modulators that target the underlying cause of cystic fibrosis rather than just treating symptoms.