Erste Asset Management GmbH Lowers Stock Position in ACADIA Pharmaceuticals Inc. $ACAD

Erste Asset Management GmbH lessened its holdings in ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD) by 25.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 133,700 shares of the biopharmaceutical company’s stock after selling 46,600 shares during the quarter. Erste Asset Management GmbH owned 0.08% of ACADIA Pharmaceuticals worth $2,850,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently modified their holdings of the stock. Norges Bank bought a new stake in ACADIA Pharmaceuticals during the second quarter valued at $31,679,000. TFG Asset Management GP Ltd grew its position in ACADIA Pharmaceuticals by 50.8% during the second quarter. TFG Asset Management GP Ltd now owns 161,396 shares of the biopharmaceutical company’s stock valued at $3,481,000 after acquiring an additional 54,396 shares during the last quarter. First Trust Advisors LP boosted its position in ACADIA Pharmaceuticals by 2.8% during the second quarter. First Trust Advisors LP now owns 2,434,376 shares of the biopharmaceutical company’s stock valued at $52,509,000 after buying an additional 65,914 shares during the period. GSA Capital Partners LLP grew its position in ACADIA Pharmaceuticals by 210.1% during the 3rd quarter. GSA Capital Partners LLP now owns 75,902 shares of the biopharmaceutical company’s stock worth $1,620,000 after acquiring an additional 51,428 shares during the last quarter. Finally, SG Americas Securities LLC increased its stake in shares of ACADIA Pharmaceuticals by 613.4% in the third quarter. SG Americas Securities LLC now owns 39,680 shares of the biopharmaceutical company’s stock worth $847,000 after buying an additional 34,118 shares during the period. Institutional investors own 96.71% of the company’s stock.

ACADIA Pharmaceuticals Stock Performance

ACADIA Pharmaceuticals stock opened at $24.56 on Friday. The company has a market capitalization of $4.16 billion, a PE ratio of 10.72, a P/E/G ratio of 8.69 and a beta of 0.66. The company has a 50 day moving average price of $25.53 and a 200-day moving average price of $24.44. ACADIA Pharmaceuticals Inc. has a fifty-two week low of $13.40 and a fifty-two week high of $28.35.

ACADIA Pharmaceuticals (NASDAQ:ACAD) last announced its quarterly earnings data on Wednesday, February 25th. The biopharmaceutical company reported $1.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $1.48. The company had revenue of $298.00 million for the quarter, compared to analysts’ expectations of $292.54 million. ACADIA Pharmaceuticals had a return on equity of 13.96% and a net margin of 36.49%.ACADIA Pharmaceuticals’s revenue was up 9.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.86 earnings per share. On average, analysts forecast that ACADIA Pharmaceuticals Inc. will post 0.7 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on ACAD shares. Wolfe Research started coverage on ACADIA Pharmaceuticals in a research note on Monday, February 23rd. They issued an “outperform” rating and a $33.00 target price for the company. Stifel Nicolaus lowered their price objective on ACADIA Pharmaceuticals from $25.00 to $24.00 and set a “hold” rating on the stock in a research report on Thursday. JPMorgan Chase & Co. dropped their target price on shares of ACADIA Pharmaceuticals from $33.00 to $31.00 and set an “overweight” rating on the stock in a report on Monday, November 17th. Oppenheimer reaffirmed a “market perform” rating on shares of ACADIA Pharmaceuticals in a research report on Friday, February 6th. Finally, Wall Street Zen cut shares of ACADIA Pharmaceuticals from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $30.74.

Key ACADIA Pharmaceuticals News

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — ACAD reported stronger-than-expected Q4 results (EPS beat) and a milestone year with >$1B in revenue, and guided 2026 revenue to $1.22B–$1.28B, driven by NUPLAZID and DAYBUE. This underpins growth expectations for the company. Acadia Reports Q4 & Full Year 2025 Results
• Positive Sentiment: Analyst price-target upgrades — Several firms raised targets after the quarter (TD Cowen to $37 and Citizens JMP to $35), reflecting confidence in commercial momentum for DAYBUE and NUPLAZID. Benzinga coverage of analyst moves
• Neutral Sentiment: Minor analyst downtick but still constructive — Royal Bank of Canada trimmed its target to $30 but keeps an “outperform” view; this is a modest adjustment rather than a directional reversal. Benzinga: RBC target change
• Neutral Sentiment: Short-interest data appears anomalous — February short-interest entries show 0 shares / NaN increases and 0.0 days-to-cover, indicating a data/reporting glitch rather than a real shift in short positioning.
• Negative Sentiment: Analyst EPS cuts from HC Wainwright — HC Wainwright trimmed Q3 and Q4 2026 EPS estimates (Q3: $0.16 from $0.24; Q4: $0.23 from $0.27), which can pressure near-term expectations despite a buy rating and $37 target.
• Negative Sentiment: Some sell-side caution — Stifel lowered its target to $24 and moved to a “hold,” a more conservative stance that adds selling pressure versus the upgrades. Benzinga: Stifel target change
• Negative Sentiment: Pipeline/regulatory and sales nuances — Coverage noted a sales miss in places and an EU setback for trofinetide that clouds parts of the growth narrative even as core brands accelerate. Zacks: Q4 recap and trofinetide outlook

Insider Activity

In other news, EVP Jennifer J. Rhodes sold 6,950 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $23.38, for a total transaction of $162,491.00. Following the transaction, the executive vice president owned 7,609 shares in the company, valued at approximately $177,898.42. This trade represents a 47.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 26.50% of the company’s stock.

ACADIA Pharmaceuticals Company Profile

ACADIA Pharmaceuticals Inc is a biopharmaceutical company focused on the development and commercialization of innovative therapies for central nervous system (CNS) disorders. Established in 1993 and headquartered in San Diego, California, ACADIA’s research centers concentrate on conditions with significant unmet medical needs, including Parkinson’s disease psychosis, Alzheimer’s disease psychosis, and schizophrenia. The company utilizes a range of scientific platforms, including selective receptor modulation and precision-targeted compounds, to advance its portfolio of small-molecule therapeutics.

The company’s flagship product, NUPLAZID® (pimavanserin), received U.S.