Neurocrine Biosciences, Inc. $NBIX Shares Sold by Impax Asset Management Group plc

Impax Asset Management Group plc lowered its holdings in Neurocrine Biosciences, Inc. (NASDAQ:NBIX) by 34.8% in the third quarter, HoldingsChannel reports. The firm owned 75,000 shares of the company’s stock after selling 40,000 shares during the quarter. Impax Asset Management Group plc’s holdings in Neurocrine Biosciences were worth $10,528,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. AlTi Global Inc. boosted its position in Neurocrine Biosciences by 1.0% in the 3rd quarter. AlTi Global Inc. now owns 6,828 shares of the company’s stock valued at $959,000 after buying an additional 70 shares during the period. Vanguard Personalized Indexing Management LLC increased its position in shares of Neurocrine Biosciences by 0.7% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 11,112 shares of the company’s stock worth $1,560,000 after acquiring an additional 77 shares during the period. Diametric Capital LP raised its stake in shares of Neurocrine Biosciences by 2.6% in the second quarter. Diametric Capital LP now owns 3,244 shares of the company’s stock valued at $408,000 after acquiring an additional 81 shares in the last quarter. Great Lakes Advisors LLC grew its stake in Neurocrine Biosciences by 2.4% during the 3rd quarter. Great Lakes Advisors LLC now owns 3,605 shares of the company’s stock worth $506,000 after purchasing an additional 84 shares in the last quarter. Finally, IFP Advisors Inc grew its stake in Neurocrine Biosciences by 4.2% during the 2nd quarter. IFP Advisors Inc now owns 2,172 shares of the company’s stock worth $273,000 after purchasing an additional 88 shares in the last quarter. 92.59% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have issued reports on NBIX. JPMorgan Chase & Co. reduced their price target on Neurocrine Biosciences from $179.00 to $177.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Mizuho upped their target price on shares of Neurocrine Biosciences from $146.00 to $175.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. Stifel Nicolaus boosted their price target on shares of Neurocrine Biosciences from $183.00 to $188.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Wall Street Zen raised shares of Neurocrine Biosciences from a “buy” rating to a “strong-buy” rating in a research report on Sunday. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Neurocrine Biosciences in a research report on Thursday, January 22nd. Fifteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, Neurocrine Biosciences currently has an average rating of “Moderate Buy” and an average price target of $176.00.

Insider Activity

In other news, CEO Kyle Gano sold 36,400 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $132.70, for a total transaction of $4,830,280.00. Following the completion of the transaction, the chief executive officer directly owned 140,407 shares of the company’s stock, valued at approximately $18,632,008.90. This represents a 20.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Leslie V. Norwalk sold 5,000 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $152.23, for a total value of $761,150.00. Following the completion of the transaction, the director owned 7,429 shares of the company’s stock, valued at $1,130,916.67. The trade was a 40.23% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 61,966 shares of company stock valued at $8,625,166. Corporate insiders own 4.80% of the company’s stock.

Key Headlines Impacting Neurocrine Biosciences

Here are the key news stories impacting Neurocrine Biosciences this week:

• Positive Sentiment: Strong sales momentum — Net product sales were $798.3M in Q4 and $2.83B for full-year 2025, +29% and +22% year-over-year, respectively; company gave INGREZZA® full‑year 2026 net product sales guidance of $2.7–$2.8B, supporting revenue durability. Neurocrine Biosciences Reports Fourth-Quarter and Full-Year 2025 Financial Results and Provides Financial Expectations for 2026
• Positive Sentiment: Analyst backing remains solid — Multiple recent buy/overweight ratings and a median analyst target ~ $179 indicate continued bullish consensus that could support the stock over time. Neurocrine Biosciences Inc. (NBIX) Stock Falls on Q4 2025 Earnings
• Neutral Sentiment: Revenue roughly in line with Street — Reported revenue ~$805.5M (~+28% YoY) compared closely to consensus estimates (mid-$800M), so top-line performance was not the primary driver of the move. Neurocrine (NBIX) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Neutral Sentiment: Full disclosure and management color available — Earnings call transcript and slide deck were posted for investors to review guidance detail and pipeline commentary. Neurocrine Biosciences, Inc. (NBIX) Q4 2025 Earnings Call Transcript Slide Deck
• Negative Sentiment: EPS missed consensus — Reported EPS ($1.88) came in below several Street estimates (reports cite $2.25–$2.36 consensus), which is the main near-term catalyst pressuring the stock. Neurocrine Biosciences (NBIX) Lags Q4 Earnings Estimates
• Negative Sentiment: Market and insider signals — Several reports note an immediate post-earnings share drop and sizable insider sales disclosed in recent months, both of which can add short-term selling pressure. Neurocrine Biosciences Inc. (NBIX) Stock Falls on Q4 2025 Earnings
• Negative Sentiment: Cautious tone for 2026 highlighted by some outlets — Coverage describes company guidance as cautious despite strong Ingrezza sales, which may keep near-term sentiment muted until more clarity emerges. Neurocrine Biosciences beats Q4 expectations, offers cautious 2026 guidance

Neurocrine Biosciences Trading Down 0.2%

Shares of NASDAQ NBIX opened at $137.44 on Thursday. The stock has a market cap of $13.70 billion, a P/E ratio of 32.88, a P/E/G ratio of 0.65 and a beta of 0.31. The stock has a 50 day moving average of $141.39 and a two-hundred day moving average of $140.58. Neurocrine Biosciences, Inc. has a twelve month low of $84.23 and a twelve month high of $160.18.

Neurocrine Biosciences (NASDAQ:NBIX) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $1.88 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.36 by ($0.48). Neurocrine Biosciences had a return on equity of 15.82% and a net margin of 15.95%.The business had revenue of $805.50 million for the quarter, compared to analysts’ expectations of $804.21 million. During the same period in the previous year, the business posted $1.69 earnings per share. The company’s revenue for the quarter was up 28.3% on a year-over-year basis. As a group, research analysts predict that Neurocrine Biosciences, Inc. will post 4.28 earnings per share for the current year.

About Neurocrine Biosciences

Neurocrine Biosciences (NASDAQ: NBIX) is a biopharmaceutical company based in San Diego, California, focused on developing treatments for neurological, endocrine and neuropsychiatric disorders. Since its founding in 1992, the company has pursued a research‐driven strategy aimed at addressing unmet medical needs in movement disorders, reproductive health and central nervous system conditions. Neurocrine’s operations encompass drug discovery, clinical development and commercialization activities.

The company’s lead marketed product, Ingrezza™ (valbenazine), is indicated for the treatment of tardive dyskinesia, a movement disorder associated with long-term antipsychotic use.