Theravance Biopharma (NASDAQ:TBPH) Stock Rating Lowered by Wall Street Zen

Theravance Biopharma (NASDAQ:TBPH) was downgraded by equities research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued on Saturday.

Other analysts also recently issued reports about the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Theravance Biopharma in a report on Thursday, January 22nd. HC Wainwright upped their target price on Theravance Biopharma from $20.00 to $27.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Oppenheimer cut Theravance Biopharma from an “outperform” rating to a “market perform” rating in a research note on Thursday, March 5th. BTIG Research reiterated a “buy” rating and issued a $21.00 target price on shares of Theravance Biopharma in a report on Friday. Finally, B. Riley Financial reissued a “neutral” rating and issued a $14.00 price target (down from $28.00) on shares of Theravance Biopharma in a research note on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $22.60.

Theravance Biopharma Stock Performance

NASDAQ:TBPH opened at $14.33 on Friday. Theravance Biopharma has a 52 week low of $7.90 and a 52 week high of $21.03. The firm’s fifty day moving average is $18.00 and its 200-day moving average is $16.85. The firm has a market cap of $726.10 million, a P/E ratio of 7.06 and a beta of 0.17.

Theravance Biopharma (NASDAQ:TBPH) last announced its earnings results on Wednesday, March 25th. The biopharmaceutical company reported $1.15 earnings per share for the quarter, topping analysts’ consensus estimates of $0.44 by $0.71. The business had revenue of $45.89 million during the quarter, compared to the consensus estimate of $43.09 million. Theravance Biopharma had a net margin of 98.54% and a return on equity of 18.55%. As a group, sell-side analysts anticipate that Theravance Biopharma will post -1.09 earnings per share for the current year.

Insider Activity

In other news, SVP Rhonda Farnum sold 31,067 shares of the firm’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $13.96, for a total value of $433,695.32. Following the completion of the sale, the senior vice president directly owned 232,699 shares in the company, valued at $3,248,478.04. This trade represents a 11.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 6.90% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in TBPH. Vanguard Group Inc. grew its stake in Theravance Biopharma by 2.5% in the third quarter. Vanguard Group Inc. now owns 2,211,582 shares of the biopharmaceutical company’s stock valued at $32,289,000 after acquiring an additional 54,152 shares during the period. State Street Corp increased its holdings in shares of Theravance Biopharma by 4.4% during the fourth quarter. State Street Corp now owns 1,101,892 shares of the biopharmaceutical company’s stock valued at $20,616,000 after acquiring an additional 45,987 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Theravance Biopharma by 4.5% during the fourth quarter. Geode Capital Management LLC now owns 938,724 shares of the biopharmaceutical company’s stock worth $17,567,000 after purchasing an additional 40,734 shares during the period. Dimensional Fund Advisors LP raised its position in shares of Theravance Biopharma by 12.0% during the fourth quarter. Dimensional Fund Advisors LP now owns 858,957 shares of the biopharmaceutical company’s stock worth $16,072,000 after purchasing an additional 92,253 shares during the period. Finally, Arrowstreet Capital Limited Partnership bought a new position in shares of Theravance Biopharma in the 3rd quarter worth $10,611,000. Institutional investors own 99.10% of the company’s stock.

Key Stories Impacting Theravance Biopharma

Here are the key news stories impacting Theravance Biopharma this week:

• Positive Sentiment: Company highlights and cash/milestone strength — Theravance reported record brand-level profitability for YUPELRI®, received milestone payments tied to sales, expects ~ $400M in cash at end-Q1 2026 with no debt, and announced cost-reduction targets to generate $60–$70M of annualized cash flow starting Q3 2026. Theravance Biopharma Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst optimism — BTIG reaffirmed a buy rating and set a $21 price target (material upside from current levels), and Zacks upgraded TBPH to a Rank #1 (Strong Buy), supporting the short-term positive sentiment. Benzinga Zacks: Rating Upgrade to Strong Buy
• Neutral Sentiment: Mixed earnings coverage — company releases show strong non‑GAAP profitability and reported milestone-driven revenue, but media/analytics outlets are publishing differing EPS figures (reports vary between a beat and a miss depending on metric/adjustment). Investors should check the company filing for GAAP vs. non‑GAAP reconciliations. Press Release — Q4 and Full Year 2025 Results Zacks: Q4 Earnings and Revenues Lag Estimates
• Negative Sentiment: Pipeline setback and strategic review — management discontinued ampreloxetine after Phase 3 CYPRESS results, is implementing a restructuring, and has formed a Strategic Review Committee to evaluate options including a potential sale — these actions reduce near-term R&D upside and signal material change in corporate strategy. Zacks: Q4 Earnings and Revenues Miss; Ampreloxetine Scrapped
• Negative Sentiment: Insider selling — SVP Rhonda Farnum sold ~31,067 shares in mid‑March; while not definitive, the sale is being watched by investors as a near-term negative signal. InsiderTrades: SVP Sells Shares

About Theravance Biopharma

Theravance Biopharma is a biopharmaceutical company focused on the discovery, development and commercialization of innovative medicines, primarily in the areas of respiratory disease, inflammatory and immunology, and rare disorders. The company develops small-molecule therapies designed to address unmet medical needs by targeting specific molecular pathways. Its lead marketed product, YUPELRI® (revefenacin) inhalation solution, is the first and only once-daily, long-acting muscarinic antagonist (LAMA) approved by the U.S.