Acadia Pharmaceuticals (ACAD) reported second-quarter 2026 GAAP total revenue of $308 million, up 16% from $265 million a year earlier. Net income was $32 million, or $0.18 per diluted share, compared with $27 million, or $0.16 per diluted share, in the prior-year quarter.
The company raised its full-year 2026 total revenue guidance to $1.24 billion to $1.30 billion, reflecting higher DAYBUE guidance and reaffirmed NUPLAZID guidance. Acadia also said topline Phase 2 results for remlifanserin in Alzheimer’s disease psychosis are expected in September to October 2026.
- Second-quarter DAYBUE net product sales were $125 million, up 30% year over year.
- Second-quarter NUPLAZID GAAP net product sales were $183 million, up 9% year over year.
- Cash, cash equivalents and investment securities totaled $956 million at June 30, 2026.
- Full-year 2026 DAYBUE global net product sales guidance increased to $480 million to $510 million.
- Full-year 2026 NUPLAZID net product sales guidance remained $760 million to $790 million.
$ACAD Insider Trading Activity
$ACAD insiders have traded $ACAD stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $ACAD stock by insiders over the last 6 months:
- ELIZABETH H.Z. THOMPSON (EVP, Head of Research & Dev) has made 0 purchases and 3 sales selling 19,993 shares for an estimated $506,411.
- JAMES KIHARA (PRINCIPAL ACCOUNTING OFFICER) has made 0 purchases and 7 sales selling 21,126 shares for an estimated $506,090.
- MARK C. SCHNEYER (EVP, CHIEF FINANCIAL OFFICER) has made 0 purchases and 5 sales selling 13,600 shares for an estimated $295,671.
- ADAMS CATHERINE OWEN (Chief Executive Officer) sold 11,641 shares for an estimated $249,932
- JENNIFER J RHODES (EVP, CHIEF LEGAL OFFICER, SEC) has made 0 purchases and 2 sales selling 10,794 shares for an estimated $245,021.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ACAD Hedge Fund Activity
We have seen 150 institutional investors add shares of $ACAD stock to their portfolio, and 143 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ADAGE CAPITAL PARTNERS GP, L.L.C. removed 2,474,156 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $55,074,712
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 1,331,813 shares (+inf%) to their portfolio in Q1 2026, for an estimated $29,646,157
- FIRST TRUST ADVISORS LP added 1,073,834 shares (+47.3%) to their portfolio in Q1 2026, for an estimated $23,903,544
- JANE STREET GROUP, LLC added 803,265 shares (+inf%) to their portfolio in Q1 2026, for an estimated $17,880,678
- POINT72 ASSET MANAGEMENT, L.P. removed 799,395 shares (-23.7%) from their portfolio in Q1 2026, for an estimated $17,794,532
- BLACKROCK, INC. added 795,469 shares (+3.8%) to their portfolio in Q1 2026, for an estimated $17,707,139
- EMERALD ADVISERS, LLC removed 782,560 shares (-96.5%) from their portfolio in Q1 2026, for an estimated $17,419,785
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
