Artisan Partners Limited Partnership Decreases Stock Holdings in argenex SE $ARGX

Artisan Partners Limited Partnership trimmed its position in argenex SE (NASDAQ:ARGX) by 6.9% during the third quarter, HoldingsChannel.com reports. The fund owned 2,186,510 shares of the company’s stock after selling 163,266 shares during the quarter. argenex makes up 2.3% of Artisan Partners Limited Partnership’s portfolio, making the stock its 6th biggest position. Artisan Partners Limited Partnership’s holdings in argenex were worth $1,612,682,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in ARGX. AQR Capital Management LLC raised its position in argenex by 32.1% in the first quarter. AQR Capital Management LLC now owns 502 shares of the company’s stock valued at $297,000 after purchasing an additional 122 shares during the last quarter. NewEdge Advisors LLC grew its position in shares of argenex by 5,962.5% during the 1st quarter. NewEdge Advisors LLC now owns 1,455 shares of the company’s stock worth $862,000 after buying an additional 1,431 shares during the period. Focus Partners Wealth grew its stake in shares of argenex by 22.3% in the 1st quarter. Focus Partners Wealth now owns 400 shares of the company’s stock valued at $237,000 after buying an additional 73 shares during the period. Geneos Wealth Management Inc. lifted its holdings in shares of argenex by 550.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 117 shares of the company’s stock worth $69,000 after purchasing an additional 99 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. grew its holdings in shares of argenex by 27.1% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,934 shares of the company’s stock valued at $1,066,000 after buying an additional 412 shares during the last quarter. Institutional investors and hedge funds own 60.32% of the company’s stock.

argenex Price Performance

Shares of NASDAQ ARGX opened at $771.53 on Friday. The stock has a market capitalization of $47.74 billion, a P/E ratio of 33.13, a P/E/G ratio of 0.71 and a beta of 0.37. The company’s 50-day moving average is $828.13 and its 200 day moving average is $809.87. argenex SE has a 1 year low of $510.05 and a 1 year high of $934.62.

argenex (NASDAQ:ARGX) last issued its quarterly earnings results on Thursday, February 26th. The company reported $8.02 earnings per share for the quarter, topping the consensus estimate of $6.05 by $1.97. The company had revenue of $1.32 billion for the quarter, compared to analysts’ expectations of $1.30 billion. argenex had a return on equity of 29.78% and a net margin of 41.58%. Research analysts anticipate that argenex SE will post 3.13 earnings per share for the current year.

Analyst Ratings Changes

Several research firms have recently issued reports on ARGX. HC Wainwright upped their target price on shares of argenex from $774.00 to $915.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Truist Financial raised their price objective on shares of argenex from $950.00 to $1,030.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Morgan Stanley raised their price objective on shares of argenex from $1,070.00 to $1,110.00 and gave the company an “overweight” rating in a research report on Thursday, December 4th. Zacks Research raised argenex from a “strong sell” rating to a “hold” rating in a report on Friday, February 20th. Finally, Wedbush reiterated an “outperform” rating and issued a $1,000.00 price objective on shares of argenex in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, argenex currently has a consensus rating of “Moderate Buy” and an average price target of $986.78.

Key Stories Impacting argenex

Here are the key news stories impacting argenex this week:

• Positive Sentiment: argenx reported strong Q4 and full‑year 2025 financials: Q4 revenue of $1.32B and FY product net sales of $4.2B (≈90% YoY growth); Q4 EPS of $8.02 beat consensus. These results support the company’s near‑term commercial momentum. Read More.
• Positive Sentiment: argenx announced positive topline Phase 3 ADAPT OCULUS results for VYVGART in ocular myasthenia gravis (met primary endpoint, p=0.012). Management plans an sBLA to expand the U.S. label — a potential near‑term regulatory catalyst and incremental sales opportunity. Read More.
• Neutral Sentiment: Management hosted a Q4 earnings release and posted supporting materials (slide deck, call transcript) — useful for investors seeking detailed guidance, uptake trends, and commercial assumptions. Read More.
• Neutral Sentiment: Analyst previews and earnings commentary were published ahead/around the print, offering perspectives on forecast revisions and expectations. These pieces summarize consensus and may influence short‑term analyst moves. Read More. · Read More.
• Neutral Sentiment: Reported short‑interest data for February appears anomalous (entries show zero shares/NaN changes and a 0.0 days‑to‑cover); treat these data points cautiously — they likely reflect a reporting glitch rather than a substantive change in short positioning.
• Negative Sentiment: Despite the positive news, shares are lower on heavy volume — likely driven by profit‑taking after a strong run and valuation considerations (PE ~33). Elevated intraday turnover can amplify price moves even after beats. Read More.

About argenex

argenx (NASDAQ: ARGX) is a biotechnology company focused on the discovery, development and commercialization of antibody-based therapeutics for severe autoimmune and neuromuscular diseases. The company uses its proprietary SIMPLE Antibody platform to generate differentiated antibodies and engineered Fc regions, and it pursues mechanisms that modulate the neonatal Fc receptor (FcRn) to reduce pathogenic IgG levels. Argenx’s research and development activities span target identification, preclinical development and late-stage clinical programs aimed at addressing unmet needs in immunology.

The company’s lead product, efgartigimod (marketed as Vyvgart), is an FcRn antagonist developed to reduce circulating IgG antibodies and treat IgG-mediated disorders.