Pale Fire Capital SE Has $3.98 Million Stake in Fractyl Health, Inc. $GUTS

Pale Fire Capital SE lessened its stake in shares of Fractyl Health, Inc. (NASDAQ:GUTS) by 15.5% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 5,003,237 shares of the company’s stock after selling 917,808 shares during the period. Fractyl Health makes up approximately 0.1% of Pale Fire Capital SE’s portfolio, making the stock its 27th biggest position. Pale Fire Capital SE’s holdings in Fractyl Health were worth $3,975,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Nantahala Capital Management LLC bought a new position in shares of Fractyl Health during the 3rd quarter worth approximately $19,298,000. 683 Capital Management LLC boosted its position in shares of Fractyl Health by 30.1% during the fourth quarter. 683 Capital Management LLC now owns 6,047,620 shares of the company’s stock valued at $13,305,000 after buying an additional 1,397,620 shares during the last quarter. Bank of America Corp DE purchased a new stake in shares of Fractyl Health in the second quarter valued at about $4,791,000. Marshall Wace LLP lifted its position in shares of Fractyl Health by 234.9% during the 4th quarter. Marshall Wace LLP now owns 5,926,745 shares of the company’s stock worth $13,039,000 after buying an additional 4,156,969 shares in the last quarter. Finally, Alyeska Investment Group L.P. bought a new stake in Fractyl Health during the third quarter worth $8,981,000.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on GUTS shares. Weiss Ratings upgraded shares of Fractyl Health from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Thursday, August 20th. Wall Street Zen cut shares of Fractyl Health from a “hold” rating to a “sell” rating in a research report on Saturday, August 15th. HC Wainwright reissued a “buy” rating and set a $8.00 target price on shares of Fractyl Health in a research note on Thursday, June 4th. Finally, Craig Hallum assumed coverage on shares of Fractyl Health in a research report on Wednesday, July 1st. They set a “buy” rating and a $4.00 price target for the company. Three investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $5.50.

Insider Transactions at Fractyl Health

In other Fractyl Health news, Director William Bradley purchased 68,493 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was acquired at an average cost of $0.73 per share, with a total value of $49,999.89. Following the acquisition, the director owned 84,622 shares of the company’s stock, valued at approximately $61,774.06. This represents a 424.66% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Ian Sheffield bought 35,000 shares of Fractyl Health stock in a transaction on Wednesday, June 10th. The shares were purchased at an average cost of $0.73 per share, with a total value of $25,550.00. Following the completion of the purchase, the director directly owned 35,000 shares in the company, valued at $25,550. This trade represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders acquired 171,493 shares of company stock worth $127,150. 8.36% of the stock is owned by corporate insiders.

More Fractyl Health News

Here are the key news stories impacting Fractyl Health this week:

• Positive Sentiment: Fractyl’s virtual commercial strategy discussion focused on the potential commercialization of its investigational post-GLP-1 procedural therapy. Investor interest ahead of the event briefly supported the shares, but the therapy remains investigational and commercialization depends on future clinical and regulatory progress. Commercial Strategy Day Transcript
• Neutral Sentiment: Multiple law firms reminded investors that October 20, 2026 is the deadline to seek appointment as lead plaintiff in the filed federal securities class action. These announcements are largely investor-solicitation notices and do not establish liability. Faruqi Investor Deadline Notice Bernstein Liebhard Shareholder Alert
• Negative Sentiment: The lawsuit alleges that Fractyl’s SEC filings failed to adequately disclose operational problems at a REMAIN-1 clinical site and used generic risk language. The complaints contend that an “outlier” site skewed Revita DMR weight-maintenance results, while the company promoted those results for roughly a year before disclosing the issue; the notices cite a subsequent 74.86% share-price decline. If proven, the allegations could create litigation costs, reputational damage and questions about the reliability of Fractyl’s clinical data. Levi and Korsinsky Shareholder Alert SueWallSt Class Action Notice

Fractyl Health Price Performance

Fractyl Health stock opened at $0.71 on Thursday. The company has a current ratio of 3.15, a quick ratio of 3.15 and a debt-to-equity ratio of 1.41. The company has a 50-day moving average price of $0.74 and a 200 day moving average price of $0.66. Fractyl Health, Inc. has a 12-month low of $0.38 and a 12-month high of $2.44. The stock has a market cap of $112.49 million, a P/E ratio of -0.80 and a beta of 2.34.

Fractyl Health (NASDAQ:GUTS) last released its quarterly earnings data on Monday, August 10th. The company reported ($0.12) EPS for the quarter, beating analysts’ consensus estimates of ($0.14) by $0.02. Sell-side analysts anticipate that Fractyl Health, Inc. will post -0.53 earnings per share for the current year.

Fractyl Health Profile

Fractyl Health, Inc is a clinical-stage medical technology company focused on the development and commercialization of minimally invasive, endoscopic therapies for metabolic diseases. Headquartered in Lexington, Massachusetts, Fractyl is advancing treatments that target the underlying physiology of conditions such as type 2 diabetes, obesity and nonalcoholic fatty liver disease (NAFLD) by modifying the duodenal mucosa to improve metabolic control.

The company’s lead product, Revita® Duodenal Mucosal Resurfacing (Revita DMR), employs a catheter-based hydrothermal ablation technique to remodel the lining of the upper small intestine.