Julie Smith, a director at $EXEL, sold 44,087 shares of the company on 02-18-2026 for an estimated $1,961,871. We received data on the trade from a recent SEC filing. This was a sale of approximately 68.2% of their shares of this class of stock. Following this trade, they now own 20,590 shares of this class of $EXEL stock.
$EXEL Insider Trading Activity
$EXEL insiders have traded $EXEL stock on the open market 20 times in the past 6 months. Of those trades, 1 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $EXEL stock by insiders over the last 6 months:
- PATRICK J. HALEY (EVP, Commercial) has made 0 purchases and 6 sales selling 140,044 shares for an estimated $5,997,869.
- JULIE SMITH has made 0 purchases and 3 sales selling 106,539 shares for an estimated $4,687,345.
- STELIOS PAPADOPOULOS sold 100,000 shares for an estimated $4,355,000
- CHRISTOPHER J. SENNER (EVP and CFO) has made 0 purchases and 2 sales selling 64,895 shares for an estimated $2,810,998.
- DANA AFTAB (EVP, Research and Development) sold 48,383 shares for an estimated $2,056,277
- BOB OLIVER has made 0 purchases and 2 sales selling 30,250 shares for an estimated $1,325,339.
- DAVID EDWARD JOHNSON purchased 27,532 shares for an estimated $1,187,234
- MARY C BECKERLE has made 0 purchases and 2 sales selling 24,622 shares for an estimated $1,032,413.
- BRENDA HEFTI (SVP and General Counsel) sold 18,669 shares for an estimated $821,622
- SUE GAIL ECKHARDT sold 3,856 shares for an estimated $168,854
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$EXEL Hedge Fund Activity
We have seen 333 institutional investors add shares of $EXEL stock to their portfolio, and 361 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 4,477,029 shares (+48.8%) to their portfolio in Q4 2025, for an estimated $196,228,181
- FARALLON CAPITAL MANAGEMENT LLC removed 3,792,000 shares (-19.4%) from their portfolio in Q4 2025, for an estimated $166,203,360
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,350,739 shares (-78.2%) from their portfolio in Q4 2025, for an estimated $103,032,890
- D. E. SHAW & CO., INC. added 1,634,571 shares (+725.1%) to their portfolio in Q4 2025, for an estimated $71,643,246
- RENAISSANCE TECHNOLOGIES LLC removed 1,545,223 shares (-10.0%) from their portfolio in Q4 2025, for an estimated $67,727,124
- PACER ADVISORS, INC. removed 1,304,111 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $57,159,185
- THRIVENT FINANCIAL FOR LUTHERANS added 1,126,256 shares (+1821.0%) to their portfolio in Q4 2025, for an estimated $49,363,800
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$EXEL Revenue
$EXEL had revenues of $598.7M in Q4 2025. This is an increase of 5.63% from the same period in the prior year.
You can track EXEL financials on Quiver Quantitative's EXEL stock page.
$EXEL Analyst Ratings
Wall Street analysts have issued reports on $EXEL in the last several months. We have seen 4 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 02/12/2026
- TD Cowen issued a "Buy" rating on 11/05/2025
- Leerink Partners issued a "Outperform" rating on 10/21/2025
- Goldman Sachs issued a "Buy" rating on 09/17/2025
To track analyst ratings and price targets for $EXEL, check out Quiver Quantitative's $EXEL forecast page.
$EXEL Price Targets
Multiple analysts have issued price targets for $EXEL recently. We have seen 11 analysts offer price targets for $EXEL in the last 6 months, with a median target of $46.0.
Here are some recent targets:
- Robert Burns from HC Wainwright & Co. set a target price of $54.0 on 02/12/2026
- Leonid Timashev from RBC Capital set a target price of $46.0 on 02/11/2026
- Stephen Willey from Stifel set a target price of $44.0 on 02/11/2026
- Eva Fortea Verdejo from Wells Fargo set a target price of $35.0 on 02/11/2026
- Etzer Darout from Barclays set a target price of $44.0 on 02/04/2026
- Sean Laaman from Morgan Stanley set a target price of $49.0 on 02/02/2026
- Ashwani Verma from UBS set a target price of $40.0 on 11/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
