Cookson Peirce & Co. Inc. Has $13.16 Million Stock Holdings in Royalty Pharma PLC $RPRX

Cookson Peirce & Co. Inc. boosted its position in Royalty Pharma PLC (NASDAQ:RPRX) by 988.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 372,886 shares of the biopharmaceutical company’s stock after acquiring an additional 338,623 shares during the period. Cookson Peirce & Co. Inc.’s holdings in Royalty Pharma were worth $13,155,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Swedbank AB lifted its position in Royalty Pharma by 0.4% during the 3rd quarter. Swedbank AB now owns 12,200,270 shares of the biopharmaceutical company’s stock valued at $430,426,000 after purchasing an additional 42,800 shares during the period. State Street Corp raised its stake in shares of Royalty Pharma by 7.1% during the second quarter. State Street Corp now owns 10,194,938 shares of the biopharmaceutical company’s stock worth $367,324,000 after buying an additional 678,810 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Royalty Pharma by 2.2% in the second quarter. Geode Capital Management LLC now owns 8,176,504 shares of the biopharmaceutical company’s stock valued at $299,494,000 after buying an additional 177,036 shares during the period. Norges Bank bought a new position in Royalty Pharma in the second quarter valued at approximately $181,388,000. Finally, Patient Capital Management LLC grew its holdings in Royalty Pharma by 4.3% during the 3rd quarter. Patient Capital Management LLC now owns 3,117,850 shares of the biopharmaceutical company’s stock worth $109,998,000 after acquiring an additional 129,862 shares during the period. 54.35% of the stock is owned by institutional investors.

More Royalty Pharma News

Here are the key news stories impacting Royalty Pharma this week:

• Positive Sentiment: Management raised full‑year 2026 portfolio‑receipts guidance to $3,275–$3,425M and highlighted record FY‑2025 portfolio receipts of $3,254M (18% Q4 growth, 16% FY). The company also generated strong operating cash flow in Q4, supporting capital deployment and buyback/dividend optionality. Royalty Pharma Reports Q4 and Full Year 2025 Results
• Positive Sentiment: EPS beat: Royalty reported $1.46 EPS vs. consensus ~$1.33, and maintained healthy margins/ROE — a profitability datapoint investors rewarded given the company’s cash generation profile. Q4 2025 earnings call transcript
• Positive Sentiment: Analyst commentary and write‑ups (Seeking Alpha) reaffirm RPRX’s long‑term thesis: visible royalty pipeline, recurring cash flows, and demonstrated deal execution support a “buy” view for investors focused on durable cash yields and growth. Royalty Pharma: Strong Execution And Visible Pipeline
• Neutral Sentiment: Earnings call transcripts and the company slide deck are available; management discussed capital allocation and portfolio cadence — useful for modeling timing of receipts but not an immediate catalyst by itself. Q4 2025 Earnings Transcript (Yahoo)
• Negative Sentiment: Revenue/portfolio receipts reporting nuance: reported quarterly revenue ($621.99M) came in well below consensus (~$840M) per multiple outlets — headlines emphasizing “sales below estimates” are the main near‑term negative pressure as investors worry about timing of receipts and lumpy recognition. Reports Sales Below Analyst Estimates In Q4 CY2025
• Negative Sentiment: Valuation and momentum scrutiny: commentary and valuation pieces note that RPRX’s multiple expanded with recent share gains (PE/PEG elevated versus history), leaving some investors cautious about near‑term downside if execution or receipt timing disappoints. Assessing Royalty Pharma Valuation

Insider Activity at Royalty Pharma

In related news, CFO Terrance P. Coyne sold 114,954 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $42.84, for a total value of $4,924,629.36. Following the sale, the chief financial officer directly owned 23,972 shares of the company’s stock, valued at approximately $1,026,960.48. The trade was a 82.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP George W. Lloyd sold 132,426 shares of the stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $38.34, for a total value of $5,077,212.84. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,309,216 shares of company stock valued at $52,015,364 in the last quarter. Corporate insiders own 18.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on RPRX. Leerink Partners set a $45.00 price target on Royalty Pharma in a research note on Thursday, December 11th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Royalty Pharma in a report on Thursday, January 22nd. UBS Group upgraded Royalty Pharma from a “neutral” rating to a “buy” rating and set a $49.00 target price on the stock in a report on Friday, January 30th. Morgan Stanley restated an “overweight” rating and set a $61.00 target price on shares of Royalty Pharma in a research report on Thursday. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Royalty Pharma in a research report on Thursday. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $48.67.

Royalty Pharma Stock Performance

RPRX stock opened at $44.80 on Friday. Royalty Pharma PLC has a 1-year low of $29.66 and a 1-year high of $45.27. The company has a current ratio of 3.48, a quick ratio of 3.48 and a debt-to-equity ratio of 0.89. The firm has a market cap of $25.86 billion, a PE ratio of 33.19, a P/E/G ratio of 1.72 and a beta of 0.42. The business’s 50-day moving average price is $40.29 and its two-hundred day moving average price is $38.21.

Royalty Pharma (NASDAQ:RPRX) last released its quarterly earnings results on Wednesday, February 11th. The biopharmaceutical company reported $1.46 EPS for the quarter, topping analysts’ consensus estimates of $1.33 by $0.13. Royalty Pharma had a return on equity of 28.26% and a net margin of 32.38%.The company had revenue of $621.99 million for the quarter, compared to analyst estimates of $839.97 million. As a group, research analysts forecast that Royalty Pharma PLC will post 4.49 earnings per share for the current year.

Royalty Pharma Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 20th will be paid a $0.235 dividend. The ex-dividend date of this dividend is Friday, February 20th. This is an increase from Royalty Pharma’s previous quarterly dividend of $0.22. This represents a $0.94 dividend on an annualized basis and a yield of 2.1%. Royalty Pharma’s payout ratio is presently 66.67%.

About Royalty Pharma

Royalty Pharma plc is a specialty finance company that acquires biopharmaceutical royalty interests and provides non-dilutive financing to drug developers and rights holders. The firm purchases future royalty streams, milestone-contingent payments and other revenue rights linked to approved and late-stage pharmaceutical and biotechnology products. By paying upfront consideration for these rights, Royalty Pharma seeks to generate long-term cash flows tied to the commercial performance of a diversified portfolio of medicines.

The company’s transaction structures include outright royalty purchases, structured financings and milestone arrangements tailored to the needs of innovator companies, academic institutions and investors.