Investor Day Buzz: Ligand Pharmaceuticals has sparked fresh discussion on X following its 2025 Investor Day event in New York City. Posts highlight the company’s updated 2026 guidance, with revenue projections between $245 million and $285 million. Many are intrigued by the focus on royalty portfolio growth and strategic partnerships.
Stock Price Reaction: Recent chatter on X also notes the stock’s performance, trading at $195.56 after a slight uptick. Some users express optimism about long-term growth, pointing to a 57.96% rise over the past year. Others remain cautious, awaiting more concrete results from the guidance.
Note: This discussion summary was generated from an AI condensation of post data.
Ligand Pharmaceuticals Insider Trading Activity
Ligand Pharmaceuticals insiders have traded $LGND stock on the open market 29 times in the past 6 months. Of those trades, 0 have been purchases and 29 have been sales.
Here’s a breakdown of recent trading of $LGND stock by insiders over the last 6 months:
- JASON ARYEH has made 0 purchases and 3 sales selling 10,000 shares for an estimated $1,708,087.
- NANCY RYAN GRAY has made 0 purchases and 2 sales selling 6,571 shares for an estimated $1,350,011.
- JOHN L LAMATTINA has made 0 purchases and 2 sales selling 4,179 shares for an estimated $858,575.
- JOHN W KOZARICH has made 0 purchases and 20 sales selling 3,269 shares for an estimated $518,586.
- ANDREW REARDON (CLO & Secretary) has made 0 purchases and 2 sales selling 1,000 shares for an estimated $114,312.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ligand Pharmaceuticals Revenue
Ligand Pharmaceuticals had revenues of $162M in Q3 2025. This is an increase of 94.02% from the same period in the prior year.
You can track LGND financials on Quiver Quantitative's LGND stock page.
Ligand Pharmaceuticals Hedge Fund Activity
We have seen 167 institutional investors add shares of Ligand Pharmaceuticals stock to their portfolio, and 133 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 431,008 shares (+1643.6%) to their portfolio in Q3 2025, for an estimated $76,348,757
- ACUITAS INVESTMENTS, LLC added 382,597 shares (+1922.9%) to their portfolio in Q3 2025, for an estimated $67,773,232
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 361,413 shares (+92.2%) to their portfolio in Q3 2025, for an estimated $64,020,698
- GOLDMAN SACHS GROUP INC added 304,073 shares (+477.2%) to their portfolio in Q3 2025, for an estimated $53,863,491
- VICTORY CAPITAL MANAGEMENT INC added 221,996 shares (+676.6%) to their portfolio in Q3 2025, for an estimated $39,324,371
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 202,103 shares (+59.5%) to their portfolio in Q3 2025, for an estimated $35,800,525
- DIMENSIONAL FUND ADVISORS LP removed 180,609 shares (-25.6%) from their portfolio in Q3 2025, for an estimated $31,993,078
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ligand Pharmaceuticals Analyst Ratings
Wall Street analysts have issued reports on $LGND 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:
- RBC Capital issued a "Outperform" rating on 11/10/2025
- Benchmark issued a "Buy" rating on 11/07/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/06/2025
- Oppenheimer issued a "Outperform" rating on 09/03/2025
To track analyst ratings and price targets for Ligand Pharmaceuticals, check out Quiver Quantitative's $LGND forecast page.
Ligand Pharmaceuticals Price Targets
Multiple analysts have issued price targets for $LGND recently. We have seen 4 analysts offer price targets for $LGND in the last 6 months, with a median target of $232.5.
Here are some recent targets:
- Douglas Miehm from RBC Capital set a target price of $234.0 on 11/10/2025
- Robert Wasserman from Benchmark set a target price of $220.0 on 11/07/2025
- Joseph Pantginis from HC Wainwright & Co. set a target price of $231.0 on 11/06/2025
- Trevor Allred from Oppenheimer set a target price of $250.0 on 11/03/2025
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.
