Disc Medicine (IRON) Projected to Post Quarterly Earnings on Thursday

Disc Medicine (NASDAQ:IRON) is expected to be issuing its Q4 2025 results before the market opens on Thursday, February 26th. Analysts expect the company to announce earnings of ($1.71) per share for the quarter. Parties may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Friday, February 27, 2026 at 9:30 AM ET.

Disc Medicine Trading Down 1.7%

Shares of IRON stock opened at $64.48 on Thursday. Disc Medicine has a fifty-two week low of $30.82 and a fifty-two week high of $99.50. The stock’s fifty day moving average price is $77.84 and its two-hundred day moving average price is $75.21. The company has a debt-to-equity ratio of 0.05, a quick ratio of 23.45 and a current ratio of 23.45. The company has a market cap of $2.43 billion, a PE ratio of -12.05 and a beta of 0.88.

Insider Activity

In other news, CEO John D. Quisel sold 13,264 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $62.86, for a total transaction of $833,775.04. Following the completion of the transaction, the chief executive officer owned 226,064 shares of the company’s stock, valued at approximately $14,210,383.04. This trade represents a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Pamela Stephenson sold 5,531 shares of Disc Medicine stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $62.86, for a total transaction of $347,678.66. Following the transaction, the insider owned 80,998 shares in the company, valued at approximately $5,091,534.28. This trade represents a 6.39% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 273,605 shares of company stock worth $24,193,736. Company insiders own 3.64% of the company’s stock.

Institutional Investors Weigh In On Disc Medicine

A number of institutional investors have recently made changes to their positions in the stock. KVP Capital Advisors LP bought a new position in shares of Disc Medicine during the fourth quarter worth about $4,626,000. XTX Topco Ltd bought a new position in Disc Medicine during the 4th quarter worth approximately $1,834,000. VARCOV Co. bought a new position in Disc Medicine during the 4th quarter worth approximately $423,000. Vestal Point Capital LP lifted its position in shares of Disc Medicine by 47.0% in the 4th quarter. Vestal Point Capital LP now owns 735,000 shares of the company’s stock worth $58,366,000 after purchasing an additional 235,000 shares during the period. Finally, Virtus Investment Advisers LLC boosted its stake in shares of Disc Medicine by 34.2% in the 4th quarter. Virtus Investment Advisers LLC now owns 2,897 shares of the company’s stock valued at $230,000 after purchasing an additional 739 shares during the last quarter. Institutional investors own 83.70% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on IRON. Raymond James Financial reaffirmed a “market perform” rating on shares of Disc Medicine in a research note on Thursday, January 15th. Truist Financial raised their price target on shares of Disc Medicine from $86.00 to $114.00 and gave the company a “buy” rating in a research note on Monday, November 10th. Wells Fargo & Company lowered their price objective on shares of Disc Medicine from $109.00 to $78.00 and set an “overweight” rating for the company in a research report on Tuesday. Morgan Stanley set a $75.00 price objective on shares of Disc Medicine in a research note on Tuesday. Finally, BMO Capital Markets decreased their target price on shares of Disc Medicine from $120.00 to $100.00 and set an “outperform” rating on the stock in a research note on Tuesday. Eleven analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $104.82.

Key Stories Impacting Disc Medicine

Here are the key news stories impacting Disc Medicine this week:

• Positive Sentiment: Disc will pursue a traditional U.S. approval pathway for bitopertin after the FDA declined the new fast‑track route — this gives management a concrete regulatory path forward rather than abandoning the program. Read More.
• Positive Sentiment: Cantor Fitzgerald initiated/maintained a positive stance and Stifel Nicolaus stuck with a buy rating, which can support institutional demand despite headline volatility. Read More.
• Neutral Sentiment: Management hosted an investor discussion/transcript addressing the FDA Complete Response Letter — investors are parsing details on requested data, resubmission timeline and implications for ongoing trials (APOLLO). The call reduces information asymmetry but does not yet remove regulatory risk. Read More.
• Neutral Sentiment: Analyst commentary is mixed: some emphasize lingering regulatory risk and timing, while others point to upside if APOLLO or other data are favorable — expect divergent price targets and trading around trial news. Read More.
• Negative Sentiment: Reports indicate the FDA rejection was coupled with skepticism from external advisers, increasing the likelihood of additional data requests or delay for approval — a material near‑term negative for valuation. Read More.
• Negative Sentiment: Multiple insiders — including the CEO and other senior officers — disclosed sales of shares on Feb 17 (and a pattern of recent sales by some insiders), which the market often interprets as a negative signal about near‑term outlook. Read More.
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Disc Medicine, introducing potential litigation risk and added headline pressure that can weigh on the stock until resolved. Read More.
• Negative Sentiment: Several firms trimmed price targets today (even where ratings stayed positive), reflecting a lower near‑term valuation baseline until regulatory clarity is restored. That likely cements downward pressure on the stock in the short term. Read More.

Disc Medicine Company Profile

Disc Medicine, Inc (NASDAQ: IRON) is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company’s pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.