Varma Mutual Pension Insurance Co Has $13.68 Million Stake in Vertex Pharmaceuticals Incorporated $VRTX

Varma Mutual Pension Insurance Co decreased its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) by 4.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 34,926 shares of the pharmaceutical company’s stock after selling 1,700 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in Vertex Pharmaceuticals were worth $13,678,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in VRTX. Vanguard Group Inc. raised its position in shares of Vertex Pharmaceuticals by 2.1% in the second quarter. Vanguard Group Inc. now owns 23,973,777 shares of the pharmaceutical company’s stock valued at $10,673,126,000 after purchasing an additional 482,616 shares during the period. Jennison Associates LLC grew its holdings in shares of Vertex Pharmaceuticals by 21.5% during the 2nd quarter. Jennison Associates LLC now owns 6,151,505 shares of the pharmaceutical company’s stock worth $2,738,650,000 after purchasing an additional 1,089,063 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Vertex Pharmaceuticals by 2.9% in the second quarter. Geode Capital Management LLC now owns 5,928,747 shares of the pharmaceutical company’s stock valued at $2,627,135,000 after purchasing an additional 166,987 shares in the last quarter. Alliancebernstein L.P. boosted its stake in Vertex Pharmaceuticals by 10.7% during the second quarter. Alliancebernstein L.P. now owns 4,378,320 shares of the pharmaceutical company’s stock worth $1,949,228,000 after buying an additional 424,808 shares in the last quarter. Finally, Loomis Sayles & Co. L P raised its stake in shares of Vertex Pharmaceuticals by 1.7% in the 2nd quarter. Loomis Sayles & Co. L P now owns 3,813,378 shares of the pharmaceutical company’s stock valued at $1,697,716,000 after buying an additional 65,047 shares in the last quarter. 90.96% of the stock is owned by institutional investors.

More Vertex Pharmaceuticals News

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

• Positive Sentiment: Revenue and product momentum — Vertex reported Q4 revenue of ~$3.19B (≈+9.5% YoY), which many outlets framed as a beat or in-line with expectations and supports confidence in its CF franchise and near-term cash flow. Read More.
• Positive Sentiment: Analyst backing and long-term targets — Several analysts maintain bullish ratings and above-current price targets (median targets well above the share price), which provides longer-term upside support for the stock.
• Positive Sentiment: Pipeline diversification — Company commentary and reporting highlighted partnership/expansion efforts (broader autoimmune work) that could reduce concentration risk over time. Read More.
• Neutral Sentiment: 2026 guidance roughly in-line — Management’s revenue guidance (~$13.0–13.1B) came in close to consensus, which limits downside from surprise guidance but doesn’t materially raise expectations. Read More.
• Neutral Sentiment: Full materials available — Investors can review the earnings slide deck and call transcript for details on product and pipeline trends to refine estimates. Read More.
• Negative Sentiment: Small EPS miss and mixed metric comparisons — EPS came in marginally below consensus (~$5.03 vs. ~$5.05–$5.07) and some feeds showed revenue slightly under certain Street models, prompting short-term selling pressure. Read More.
• Negative Sentiment: Insider selling — Multiple senior executives (EVPs and the CAO) disclosed sizeable open-market sales this week, which can amplify negative sentiment even if sales are for diversification or tax planning. Read More.
• Negative Sentiment: After-hours weakness — The combination of the small EPS miss and the insider selling pushed shares lower in after-hours trading, reflecting short-term profit-taking by traders. Read More.

Vertex Pharmaceuticals Trading Up 0.8%

VRTX opened at $465.02 on Friday. The stock has a market capitalization of $117.98 billion, a P/E ratio of 32.79 and a beta of 0.30. The firm’s fifty day simple moving average is $459.26 and its 200 day simple moving average is $427.55. Vertex Pharmaceuticals Incorporated has a 12 month low of $362.50 and a 12 month high of $519.68.

Vertex Pharmaceuticals (NASDAQ:VRTX) last released its earnings results on Thursday, February 12th. The pharmaceutical company reported $5.03 earnings per share for the quarter, missing analysts’ consensus estimates of $5.05 by ($0.02). The business had revenue of $3.19 billion during the quarter, compared to the consensus estimate of $3.18 billion. Vertex Pharmaceuticals had a net margin of 31.35% and a return on equity of 23.51%. The firm’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same period last year, the business posted $3.98 EPS. On average, equities research analysts predict that Vertex Pharmaceuticals Incorporated will post 15.63 EPS for the current fiscal year.

Insider Activity at Vertex Pharmaceuticals

In other Vertex Pharmaceuticals news, Chairman Jeffrey M. Leiden sold 63,781 shares of the stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $449.20, for a total transaction of $28,650,425.20. Following the sale, the chairman directly owned 24,026 shares in the company, valued at $10,792,479.20. This represents a 72.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Charles F. Wagner, Jr. sold 14,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $456.00, for a total transaction of $6,384,000.00. Following the transaction, the executive vice president owned 37,725 shares of the company’s stock, valued at approximately $17,202,600. This represents a 27.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 99,352 shares of company stock valued at $45,037,314 in the last 90 days. Corporate insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on VRTX. Scotiabank assumed coverage on Vertex Pharmaceuticals in a research report on Thursday, November 13th. They set a “sector outperform” rating and a $495.00 target price for the company. Wolfe Research upgraded Vertex Pharmaceuticals from a “peer perform” rating to an “outperform” rating and set a $548.00 target price for the company in a research note on Tuesday, January 6th. Barclays raised shares of Vertex Pharmaceuticals from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $414.00 to $606.00 in a research note on Tuesday, January 27th. Royal Bank Of Canada upgraded shares of Vertex Pharmaceuticals from a “sector perform” rating to an “outperform” rating and boosted their price objective for the stock from $455.00 to $546.00 in a research report on Thursday, January 22nd. Finally, Morgan Stanley set a $564.00 target price on Vertex Pharmaceuticals in a research report on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $525.55.

About Vertex Pharmaceuticals

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.