Stock Offering Impact: Recent posts on X have been buzzing about Benitec Biopharma's $100 million stock offering priced at $13.50 per share. Many users noted a significant pre-market drop of around 12-14% following the announcement. The discussion reflects concern over potential dilution among shareholders.
Insider Buying Buzz: A major point of interest on X is the massive insider purchase by a director, acquiring over 1.4 million shares for nearly $20 million. This move has sparked curiosity, with some viewing it as a strong vote of confidence in the company’s future. It’s a rare positive note amid broader uncertainty.
Analyst Outlook: X chatter also highlights a recent upgrade by an analyst, raising the price target to $22 with a favorable rating. Some users are intrigued by this optimism, contrasting it with the recent stock price dip. The mixed signals keep the conversation lively and speculative.
Note: This discussion summary was generated from an AI condensation of post data.
Benitec Biopharma Insider Trading Activity
Benitec Biopharma insiders have traded $BNTC stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BNTC stock by insiders over the last 6 months:
- CAPITAL MANAGEMENT, LLC SUVRETTA has made 2 purchases buying 1,481,481 shares for an estimated $19,999,993 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Benitec Biopharma Hedge Fund Activity
We have seen 35 institutional investors add shares of Benitec Biopharma stock to their portfolio, and 20 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INFINITUM ASSET MANAGEMENT, LLC removed 18,413,250 shares (-97.4%) from their portfolio in Q2 2025, for an estimated $215,435,025
- BLACKROCK, INC. added 534,264 shares (+289.7%) to their portfolio in Q2 2025, for an estimated $6,250,888
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 208,368 shares (-92.2%) from their portfolio in Q2 2025, for an estimated $2,437,905
- GEODE CAPITAL MANAGEMENT, LLC added 181,391 shares (+77.6%) to their portfolio in Q2 2025, for an estimated $2,122,274
- FRANKLIN RESOURCES INC removed 159,283 shares (-5.6%) from their portfolio in Q2 2025, for an estimated $1,863,611
- STATE STREET CORP added 139,883 shares (+660.1%) to their portfolio in Q2 2025, for an estimated $1,636,631
- NORTHERN TRUST CORP added 80,445 shares (+175.3%) to their portfolio in Q2 2025, for an estimated $941,206
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Benitec Biopharma Analyst Ratings
Wall Street analysts have issued reports on $BNTC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 11/04/2025
- JMP Securities issued a "Market Outperform" rating on 09/24/2025
- Oppenheimer issued a "Outperform" rating on 09/16/2025
To track analyst ratings and price targets for Benitec Biopharma, check out Quiver Quantitative's $BNTC forecast page.
Benitec Biopharma Price Targets
Multiple analysts have issued price targets for $BNTC recently. We have seen 4 analysts offer price targets for $BNTC in the last 6 months, with a median target of $25.5.
Here are some recent targets:
- Silvan Tuerkcan from Citizens set a target price of $22.0 on 11/04/2025
- Raghuram Selvaraju from HC Wainwright & Co. set a target price of $35.0 on 11/04/2025
- Silvan Tuerkcan from JMP Securities set a target price of $20.0 on 09/24/2025
- Andreas Argyrides from Oppenheimer set a target price of $29.0 on 09/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
