TherapeuticsMD (TXMD) reported third-quarter 2026 net income from continuing operations of $501,000, or $0.04 per basic and diluted common share. License revenue totaled $1.3 million, up 60.6% from $784,000 in the prior-year quarter.
The pharmaceutical royalty company said it continues to evaluate strategic alternatives, including a potential acquisition, merger, business combination, asset sale or other transaction.
- Total operating expenses from continuing operations were $1.7 million, up $92,000, or 5.6%, from the third quarter of 2025.
- Cash and cash equivalents totaled $10.4 million as of September 30, 2026.
- The license-revenue increase included a $365,000 IMVEXXY sales-based milestone payment recognized during the quarter.
- After quarter-end, Knight notified the company that another IMVEXXY net-sales milestone for the year ending December 31, 2026, had been achieved; TherapeuticsMD expects to recognize related revenue in the fourth quarter.
$TXMD Hedge Fund Activity
We have seen 16 institutional investors add shares of $TXMD stock to their portfolio, and 17 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SQUADRON CAPITAL MANAGEMENT LLC removed 420,421 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $929,130
- ADAR1 CAPITAL MANAGEMENT, LLC added 133,237 shares (+63.7%) to their portfolio in Q2 2026, for an estimated $294,453
- VANGUARD CAPITAL MANAGEMENT LLC added 40,700 shares (+11.5%) to their portfolio in Q3 2026, for an estimated $82,620
- HRT FINANCIAL LP added 27,376 shares (+185.9%) to their portfolio in Q3 2026, for an estimated $55,573
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 21,220 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $46,896
- TEJARA CAPITAL LTD removed 17,200 shares (-5.0%) from their portfolio in Q3 2026, for an estimated $34,916
- ASHTON THOMAS PRIVATE WEALTH, LLC added 16,581 shares (+inf%) to their portfolio in Q3 2026, for an estimated $33,659
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.
