Jazz Pharmaceuticals jumps after record 2025 results, upbeat 2026 guidance and fresh analyst target hikes

Jazz Pharmaceuticals plc (JAZZ) is up 11.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the company’s full-year and fourth-quarter 2025 results, which highlighted record revenue and continued momentum across key brands, alongside 2026 revenue guidance. Additional support likely came from multiple Wall Street firms raising their price targets following the update.

Details:

Jazz posted record 2025 total revenue of about $4.3 billion (up 5% year over year) and fourth-quarter revenue of about $1.2 billion (up 10% year over year).

The company reported non-GAAP adjusted EPS of $6.64 for 4Q25 and noted strong performance in key franchises including Xywav and Epidiolex, plus contributions from newer oncology assets.

Management issued 2026 total revenue guidance of roughly $4.25 billion to $4.50 billion, framing expectations for continued growth in epilepsy and oncology.

Following the results, several brokerages lifted price targets and reiterated bullish ratings, which can amplify upside on an earnings-driven session.

Sources:

Jazz Pharmaceuticals (press release), MarketScreener, Zacks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$JAZZ Insider Trading Activity

$JAZZ insiders have traded $JAZZ stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.

Here’s a breakdown of recent trading of $JAZZ stock by insiders over the last 6 months:

BRUCE C COZADD has made 0 purchases and 12 sales selling 107,000 shares for an estimated $18,565,125.
PATRICIA CARR (SVP, Chief Accounting Officer) has made 0 purchases and 4 sales selling 9,979 shares for an estimated $1,766,185.
ROBERT IANNONE (EVP, Global Head of R&D & CMO) sold 7,159 shares for an estimated $1,204,573
RICK E WINNINGHAM sold 5,500 shares for an estimated $994,728
HEATHER ANN MCSHARRY sold 3,415 shares for an estimated $607,126
MARY ELIZABETH HENDERSON (SVP, Technical Operations) sold 2,238 shares for an estimated $379,365

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$JAZZ Hedge Fund Activity

We have seen 292 institutional investors add shares of $JAZZ stock to their portfolio, and 287 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FRANKLIN RESOURCES INC added 1,129,995 shares (+164.0%) to their portfolio in Q4 2025, for an estimated $192,099,150
MILLENNIUM MANAGEMENT LLC added 933,604 shares (+346.9%) to their portfolio in Q4 2025, for an estimated $158,712,680
JPMORGAN CHASE & CO removed 822,517 shares (-44.1%) from their portfolio in Q4 2025, for an estimated $139,827,890
BANK OF NEW YORK MELLON CORP added 715,361 shares (+160.2%) to their portfolio in Q4 2025, for an estimated $121,611,370
CITADEL ADVISORS LLC removed 572,825 shares (-64.8%) from their portfolio in Q4 2025, for an estimated $97,380,250
PACER ADVISORS, INC. removed 539,940 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $91,789,800
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 530,425 shares (-78.1%) from their portfolio in Q4 2025, for an estimated $90,172,250

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$JAZZ Analyst Ratings

Wall Street analysts have issued reports on $JAZZ in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 01/12/2026
Piper Sandler issued a "Overweight" rating on 12/10/2025
Wells Fargo issued a "Overweight" rating on 11/18/2025
B of A Securities issued a "Buy" rating on 11/18/2025
Baird issued a "Outperform" rating on 11/18/2025
Morgan Stanley issued a "Overweight" rating on 11/17/2025
JP Morgan issued a "Overweight" rating on 10/27/2025

To track analyst ratings and price targets for $JAZZ, check out Quiver Quantitative's $JAZZ forecast page.

$JAZZ Price Targets

Multiple analysts have issued price targets for $JAZZ recently. We have seen 10 analysts offer price targets for $JAZZ in the last 6 months, with a median target of $222.5.

Here are some recent targets:

Jeffrey Hung from Morgan Stanley set a target price of $226.0 on 02/25/2026
Jason Gerberry from B of A Securities set a target price of $275.0 on 02/25/2026
Mohit Bansal from Wells Fargo set a target price of $250.0 on 02/25/2026
Leonid Timashev from RBC Capital set a target price of $195.0 on 02/25/2026
Joon Lee from Truist Securities set a target price of $230.0 on 01/12/2026
Ami Fadia from Needham set a target price of $235.0 on 01/12/2026
David Amsellem from Piper Sandler set a target price of $219.0 on 12/10/2025

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.