Aberdeen Group plc Has $4.77 Million Position in Ardelyx, Inc. $ARDX

Aberdeen Group plc lessened its holdings in shares of Ardelyx, Inc. (NASDAQ:ARDX) by 22.2% in the third quarter, HoldingsChannel.com reports. The firm owned 865,596 shares of the biopharmaceutical company’s stock after selling 246,880 shares during the period. Aberdeen Group plc’s holdings in Ardelyx were worth $4,769,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Marshall Wace LLP increased its holdings in Ardelyx by 34.2% during the 2nd quarter. Marshall Wace LLP now owns 11,250,652 shares of the biopharmaceutical company’s stock worth $44,103,000 after purchasing an additional 2,866,843 shares in the last quarter. Bank of America Corp DE lifted its position in shares of Ardelyx by 88.8% during the second quarter. Bank of America Corp DE now owns 5,527,988 shares of the biopharmaceutical company’s stock valued at $21,670,000 after purchasing an additional 2,600,080 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in shares of Ardelyx by 10.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,378,738 shares of the biopharmaceutical company’s stock worth $11,680,000 after buying an additional 221,486 shares in the last quarter. AQR Capital Management LLC boosted its stake in shares of Ardelyx by 47.0% in the 2nd quarter. AQR Capital Management LLC now owns 2,312,363 shares of the biopharmaceutical company’s stock worth $9,064,000 after buying an additional 739,300 shares during the last quarter. Finally, Jones Financial Companies Lllp lifted its holdings in Ardelyx by 1.7% during the third quarter. Jones Financial Companies Lllp now owns 1,873,903 shares of the biopharmaceutical company’s stock worth $10,381,000 after acquiring an additional 30,716 shares during the period. Institutional investors own 58.92% of the company’s stock.

Ardelyx News Summary

Here are the key news stories impacting Ardelyx this week:

• Positive Sentiment: Strong commercial growth — IBSRELA revenue grew 73% in 2025 to $274.2M and total revenues reached $407.3M, demonstrating meaningful top-line momentum that supports future cash flow potential. Ardelyx Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Revenue beat — Q4 revenue of $125.2M topped analyst estimates (~$118M), showing continued commercial execution even as EPS missed. MarketBeat Q4 results summary
• Positive Sentiment: Bullish analyst support — BTIG reaffirmed a buy rating and set a $17 price target, and at least one firm reportedly raised its target sharply (~+80%), showing divergent analyst views and potential upside if sentiment improves. Benzinga note on BTIG rating
• Neutral Sentiment: Earnings call and disclosures — the full Q4 earnings call transcript is available; management reiterated the XPHOZAH access strategy and said the company is well-capitalized to pursue growth and development programs. Investors will parse the call for guidance on margins and R&D spend. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Data noise on short interest — several data feeds reported large short-interest “increases” but with zero shares and NaN changes, indicating erroneous/unclear short-interest reporting rather than a meaningful squeeze or piling on. Investors should treat those items cautiously.
• Negative Sentiment: EPS miss and margin concerns — Ardelyx reported EPS of ($0.01) vs. consensus $0.02, and commentary showed heavy operational spend that clouds near-term profitability; that miss is the primary near-term driver of selling pressure. Zacks Q4 EPS coverage
• Negative Sentiment: Mixed investor reaction to outlook — post-earnings commentary and coverage highlighted concerns about the IBSRELA outlook and high operating expenses, which prompted the stock decline despite strong sales numbers. Seeking Alpha: Strong IBSRELA Growth, But Heavy Operational Spend Clouds Profitability

Ardelyx Price Performance

Shares of NASDAQ ARDX opened at $5.73 on Friday. The company has a debt-to-equity ratio of 1.31, a quick ratio of 4.11 and a current ratio of 4.41. Ardelyx, Inc. has a fifty-two week low of $3.21 and a fifty-two week high of $8.40. The stock has a market cap of $1.39 billion, a PE ratio of -22.92 and a beta of 0.57. The stock has a fifty day moving average of $6.77 and a 200-day moving average of $6.11.

Ardelyx (NASDAQ:ARDX) last issued its quarterly earnings data on Thursday, February 19th. The biopharmaceutical company reported ($0.01) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.02 by ($0.03). The company had revenue of $125.22 million for the quarter, compared to analysts’ expectations of $118.04 million. Ardelyx had a negative return on equity of 42.05% and a negative net margin of 15.12%.The business’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same period last year, the company posted $0.02 EPS. Equities research analysts anticipate that Ardelyx, Inc. will post -0.18 earnings per share for the current year.

Insider Activity

In other news, insider Laura A. Williams sold 50,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $6.98, for a total value of $349,000.00. Following the completion of the transaction, the insider directly owned 361,563 shares in the company, valued at approximately $2,523,709.74. This trade represents a 12.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 4.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ARDX. Jefferies Financial Group reissued a “buy” rating and issued a $15.00 price objective on shares of Ardelyx in a research report on Tuesday, January 27th. Citigroup boosted their target price on shares of Ardelyx from $11.00 to $14.00 and gave the company a “buy” rating in a research note on Friday, January 9th. Piper Sandler raised Ardelyx from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $10.00 to $16.00 in a research report on Thursday, January 8th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ardelyx in a research report on Wednesday, January 21st. Finally, BTIG Research reiterated a “buy” rating and set a $17.00 price target on shares of Ardelyx in a research note on Friday. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $15.09.

About Ardelyx

Ardelyx, Inc (NASDAQ: ARDX) is a clinical‐stage biopharmaceutical company focused on discovering, developing and commercializing targeted small molecule drugs for cardio‐renal and gastrointestinal diseases. The company’s lead marketed product, tenapanor (sold under the brand name XPHOZAH in the United States), is approved for the treatment of hyperphosphatemia in patients with chronic kidney disease on dialysis. Ardelyx’s proprietary approach targets epithelial transporters in the gastrointestinal tract, offering localized activity with limited systemic exposure.

Beyond tenapanor, Ardelyx’s development pipeline includes treatments designed to address other complications in kidney disease and related metabolic disorders.