Xencor, Inc. (NASDAQ:XNCR) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Xencor, Inc. (NASDAQ:XNCR) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $24.38. Despite beating Q4 EPS estimates, the company's revenue fell 46.6% year-over-year, and it remains unprofitable. Insider activity shows recent sales by the CEO and a VP, totaling approximately $499,817 over the past 90 days.
Xencor sr. VP Desjarlais sells $31,676 in stock
Xencor's Sr. Vice President & CSO, John R Desjarlais, sold 2,663 shares of common stock for $31,676. This transaction occurred on March 3, 2026, alongside acquisitions of restricted stock units and options. The company is also managing a royalty dispute with Alexion Pharmaceuticals and received a reiterated Buy rating from Truist Securities.
Xencor SVP Eckert sells $17,747 in shares
Celia Eckert, SVP and General Counsel of Xencor Inc. (NASDAQ: XNCR), sold 1,492 shares for a total of $17,747. This sale occurred after acquiring 18,680 shares for $0 and being granted options for 112,080 shares with a vesting schedule. The company is noted as undervalued by InvestingPro, holding more cash than debt but also burning through cash rapidly.
Xencor (NASDAQ:XNCR) Shares Cross Below 200-Day Moving Average - What's Next?
Xencor (NASDAQ:XNCR) shares recently fell below their 200-day moving average, trading as low as $11.17 before settling at $12.06. Analyst ratings are mixed, with a "Moderate Buy" consensus but some downgrades and price target cuts, including by JPMorgan. Despite beating EPS estimates, the company's revenue dropped significantly year-over-year, and insiders have been selling shares.
RA Capital, insiders report shared 6.5% stake in Xencor (NASDAQ: XNCR)
A Schedule 13G filing reveals that RA Capital Management, L.P., RA Capital Healthcare Fund, L.P., Peter Kolchinsky, and Rajeev Shah collectively hold a shared beneficial ownership of 4,736,739 shares in Xencor, Inc. (NASDAQ: XNCR). This stake represents 6.5% of Xencor's common stock, based on 73,338,642 shares outstanding as of February 17, 2026. The filing explicitly states that the Reporting Persons disclaim group status for Section 13(d) purposes, and the fund has delegated voting and dispositive powers to RA Capital, revocable on 61 days' notice.
Vanguard (XNCR) reports 0 shares after internal realignment amendment
Vanguard has filed an amended Schedule 13G/A for Xencor (XNCR), reporting 0 shares beneficially owned and 0% of common stock due to an internal realignment effective January 12, 2026. This realignment caused certain subsidiaries to report separately, disaggregating prior holdings. The filing clarifies that Vanguard no longer claims beneficial ownership over securities now reported by these disaggregated subsidiaries.
JP Morgan Downgrades Xencor (XNCR)
JP Morgan has downgraded Xencor (XNCR). The article title indicates a change in the financial institution's rating for the biotechnology company. However, the body of the article content is missing, preventing further details on the reasons or implications of this downgrade.
JPMorgan Downgrades Xencor to Neutral From Overweight, Adjusts PT to $13 From $18
JPMorgan has downgraded Xencor (XNCR) from Overweight to Neutral and adjusted its price target to $13 from $18. This change reflects a revised outlook from the investment bank regarding the clinical-stage biopharmaceutical company, which specializes in engineered antibodies for treating cancer and other serious diseases. The article notes Xencor's current trading at $11.40 USD and highlights recent news, including Q4 reporting and pipeline milestones.
Xencor (NASDAQ:XNCR) Shares Cross Above Fifty Day Moving Average - Here's What Happened
Xencor (NASDAQ:XNCR) shares recently crossed above their 50-day moving average, trading at $12.05 on Monday with a volume of 1.52 million shares. The biopharmaceutical company reported Q4 EPS of ($0.09), beating estimates, but revenue of $28.24 million missed expectations and fell 46.6% year-over-year. Analysts have an average "Moderate Buy" rating with a $25 target, although insiders have recently sold shares.
How Xencor Inc. (XNCR) Affects Rotational Strategy Timing
This article analyzes Xencor Inc. (XNCR) using AI models to provide institutional trading strategies. It highlights divergent sentiment across different time horizons, suggesting choppy market conditions for XNCR, but identifies a significant risk-reward setup targeting a 25.2% gain. The report offers specific entry, target, and stop-loss levels for position trading, momentum breakout, and risk hedging strategies.
XNCR Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Xencor Inc (XNCR), detailing its revenue breakdown, profitability margins, and a comparison with competitors. XNCR primarily generates revenue from royalties, accounting for 100% of its sales, and maintains a high gross margin. However, the company shows negative operating and net margins, indicating challenges in converting revenue into profit.
Braidwell LP Lowers Holdings in Xencor, Inc. $XNCR
Braidwell LP reduced its stake in Xencor, Inc. (NASDAQ:XNCR) by 24.7% in the third quarter, selling 409,410 shares and holding 1,246,280 shares worth $14.6 million. Other hedge funds, including Primecap Management Co. CA, Geode Capital Management LLC, Legal & General Group Plc, UBS Group AG, and Bank of America Corp DE, have also adjusted their positions in the biopharmaceutical company. Xencor reported better-than-expected quarterly earnings and an average analyst rating of "Moderate Buy" with an average target price of $25.00.
Xencor (XNCR) CFO sells 2,517 shares to cover RSU tax withholding
Xencor Inc.'s Senior Vice President and CFO, Bart Jan Cornelissen, sold 2,517 shares of common stock on March 5, 2026, at an average price of $11.2455 per share. This transaction was specifically conducted to cover tax withholding obligations upon the vesting of 7,316 restricted stock units, making it a tax-related rather than a discretionary sale. Following this sale, Cornelissen directly holds 79,397 shares of Xencor common stock.
Jefferies Financial Group Inc. Takes Position in Xencor, Inc. $XNCR
Jefferies Financial Group Inc. has acquired a new stake of 100,000 shares in Xencor, Inc. (NASDAQ:XNCR) valued at approximately $1,173,000 in the third quarter, representing 0.14% of the biopharmaceutical company. Other institutional investors like Amalgamated Bank and HighVista Strategies LLC also adjusted their holdings. The article also details recent insider stock sales by VP John R. Desjarlais and CEO Bassil I. Dahiyat, along with Xencor's financial performance, analyst ratings, and company profile.
(XNCR) and the Role of Price-Sensitive Allocations
This article provides a detailed analysis of Xencor Inc. (NASDAQ: XNCR), revealing a weak near-term sentiment despite potential long-term strength. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—each tailored to different risk profiles. The analysis also highlights key support and resistance levels across various time horizons for the stock.
Xencor faces royalty dispute with Alexion over Ultomiris sales
Xencor Inc. is in a royalty dispute with Alexion Pharmaceuticals over U.S. sales of Ultomiris, with Alexion ceasing domestic royalty payments while continuing international ones. This comes as Xencor faces analyst forecasts of a 25% revenue decline and revised earnings estimates for the current year. Despite the setback, Xencor maintains a strong liquidity position and expects sufficient cash to fund operations into mid-2028, with its stock showing volatility but an undervalued assessment by InvestingPro.
Xencor (XNCR) SVP and general counsel sells 5,011 shares for RSU tax
Xencor Inc.'s SVP and General Counsel, Celia Eckert, sold a total of 5,011 shares of company stock in early March at around $11 per share. These sales were not discretionary but were made to cover tax withholding obligations upon the vesting of 7,316 and 4,363 restricted stock units. After these transactions, Ms. Eckert continues to directly hold 76,918 common shares of Xencor.
Genentech ends Xencor (NASDAQ: XNCR) efbalropendekin alfa license deal
Genentech has decided to terminate its collaboration and license agreement with Xencor for efbalropendekin alfa, effective September 4, 2026. This decision was made for convenience, following Roche's announcement in early 2025 to remove the drug from its development pipeline and Xencor's earlier opt-out of co-development activities in the first half of 2024. The termination formalizes the end of a previously de-emphasized partnered program, with Genentech relinquishing clinical, regulatory, and commercial responsibilities after the effective date.
Xencor (NASDAQ:XNCR) CEO Sells $72,798.12 in Stock
Xencor CEO Bassil Dahiyat sold 6,606 shares of the company's stock for $72,798.12 on March 6, reducing his direct ownership by 1.19%. The biopharmaceutical company recently beat quarterly EPS estimates but saw revenue decline by 46.6% year-over-year. Analysts currently hold a "Moderate Buy" rating for Xencor, with an average price target of $25.00.
Xencor, Inc. (NASDAQ:XNCR) Receives Average Rating of "Moderate Buy" from Analysts
Xencor, Inc. (NASDAQ:XNCR) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $25.00. Despite beating quarterly EPS estimates, revenue significantly declined year-over-year, and the company recently terminated a collaboration with Genentech. Insider selling by executives, including the CEO, further contributed to negative sentiment.
Xencor (NASDAQ:XNCR) SVP Sells $19,472.34 in Stock
Xencor (NASDAQ:XNCR) Senior Vice President Celia Eckert sold 1,767 shares of the company's stock on March 6th for a total of $19,472.34. This sale followed earlier transactions on March 3rd and March 5th, bringing her total shares sold in early March to 6,503. The biopharmaceutical company recently exceeded EPS estimates but saw a significant revenue decline year-over-year.
Xencor (NASDAQ:XNCR) SVP Celia Eckert Sells 3,244 Shares
Xencor (NASDAQ:XNCR) SVP Celia Eckert sold 3,244 shares of the company's stock on March 5th for $36,495.00, reducing her holdings by 3.96%. This is part of a series of sales totaling 6,503 shares between March 3rd and 6th. The biopharmaceutical company recently reported better-than-expected EPS but a significant decline in revenue.
Xencor, Genentech to End Protein Therapeutics Collaboration
Xencor announced that Genentech will terminate their collaboration and license agreement for protein therapeutics, effective September 4, 2026. This follows Genentech's removal of the joint drug efbalropendekin alfa from its development pipeline in January 2025 and Xencor's earlier decision to stop cost-sharing. An analyst has rated Xencor stock as a Sell with a $10.50 price target, citing deteriorating fundamentals and bearish technicals, despite a relatively strong balance sheet.
Xencor (XNCR) CSO disposes 6,620 shares to cover RSU tax withholding
Xencor Inc.'s SR. Vice President & CSO, John R. Desjarlais, sold a total of 6,620 shares of Xencor common stock on March 5 and March 6, 2026. These transactions were made to cover withholding taxes upon the vesting of restricted stock units. Following these sales, Desjarlais directly holds 263,831 Xencor shares.
Xencor (NASDAQ:XNCR) Shares Gap Down Following Insider Selling
Xencor (NASDAQ:XNCR) shares gapped down following significant insider selling by CEO Bassil I. Dahiyat and VP John R. Desjarlais. Despite the insider sales, analysts maintain a "Moderate Buy" rating with an average target price of $25.00, and the company recently reported an EPS beat though revenue declined.
Xencor Announces Change to Ultomiris® Royalty Revenue Forecast
Xencor announced a change to its Ultomiris® royalty revenue forecast after Alexion Pharmaceuticals indicated it would cease U.S. royalty payments for the drug. Xencor still expects to receive royalties for ex-U.S. sales, but has updated its year-end cash guidance and adjusted its operating runway estimate into mid-2028 due to the dispute. The company plans to work towards a resolution regarding the U.S. royalty payments.
Xencor SVP Eckert sells $17,747 in shares
Xencor's SVP and General Counsel, Celia Eckert, sold 1,492 shares of common stock for $17,747. This sale occurred after the stock climbed significantly, though it remains down year-to-date. Concurrently, Eckert also acquired 18,680 shares for $0 and was granted stock options for 112,080 shares with a vesting schedule.
Dahiyat, Xencor CEO, sells $80k in XNCR stock
Xencor Inc.'s CEO, Bassil I. Dahiyat, sold 6,758 shares worth $80,387 but also acquired 97,291 restricted stock units and options for 583,748 shares. The company's stock has seen a significant gain, and InvestingPro analysis suggests it is undervalued with a strong balance sheet. Recent news highlights a royalty dispute with Alexion Pharmaceuticals, a patent extension for Ultomiris, and positive analyst ratings from Truist Securities.
Royalty Rift: Alexion Cuts Off US Royalty Payments To Xencor
Xencor Inc. announced a revised revenue outlook due to Alexion Pharmaceuticals discontinuing royalty payments for U.S. sales of Ultomiris, leading to an anticipated $100 million-$120 million shortfall through 2028. Despite this, Xencor expects its cash runway to extend into mid-2028, and William Blair maintains an "Outperform" rating, anticipating future clinical trial updates to be more impactful. Xencor shares were down 0.08% in premarket trading.
Xencor falls on royalty row with AstraZeneca (XNCR:NASDAQ)
Xencor shares dropped approximately 8% after the company lowered its financial outlook due to a royalty dispute with AstraZeneca's Alexion Pharmaceuticals unit. The dispute concerns Ultomiris, a rare disease therapy developed in partnership. Investors are reacting to the potential impact of this disagreement on Xencor's revenues.
Insider Selling: Xencor (NASDAQ:XNCR) CEO Sells 6,758 Shares of Stock
Xencor (NASDAQ:XNCR) CEO Bassil Dahiyat sold 6,758 shares of company stock for $80,420 on March 3rd, reducing his ownership by 1.18%. This transaction occurred shortly after the biopharmaceutical company reported an EPS beat, though revenue declined year-over-year. Despite the insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $25.
Insider Selling: Xencor (NASDAQ:XNCR) SVP Sells 1,492 Shares of Stock
Xencor (NASDAQ:XNCR) SVP Celia Eckert sold 1,492 shares of the company's stock on March 3rd for $11.90 per share, reducing her stake by 1.79%. This sale occurred shortly after Xencor's shares rose by about 6% following an earnings report where the company beat EPS estimates but saw a significant year-over-year revenue decline. Wall Street analysts currently have a "Moderate Buy" consensus rating for Xencor, with an average price target of $25.00.
Xencor (NASDAQ:XNCR) VP Sells $31,689.70 in Stock
Xencor (NASDAQ:XNCR) VP John Desjarlais sold 2,663 shares of the company's stock for $31,689.70 on March 3rd, reducing his position by 0.98%. Despite beating EPS expectations in its latest quarter, the biopharmaceutical company experienced a 46.6% year-over-year revenue decline and remains unprofitable. Analysts hold a "Moderate Buy" consensus rating for Xencor, with an average target price of $25.00.
Xencor SVP Eckert sells $17,747 in shares
Xencor Inc.'s SVP, General Counsel Celia Eckert sold 1,492 shares worth $17,747 on March 3, 2026, after the stock saw a 49% increase over six months. Concurrently, Eckert acquired 18,680 shares for $0 and was granted stock options for 112,080 shares with an exercise price of $12.30, vesting over four years. These transactions occurred amidst other company news, including a new U.S. patent for Ultomiris extending royalty terms and Truist Securities reiterating a Buy rating.
Xencor says Alexion disputes U.S. Ultomiris royalties; updates cash guidance to $380–400M
Xencor announced that Alexion will cease U.S. royalty payments for Ultomiris, a position Xencor disputes. This dispute stems from Alexion's belief that it owes no further U.S. royalties, contrary to Xencor's previous expectation of $100–120 million through 2028. Consequently, Xencor has updated its year-end 2026 cash guidance to $380–400 million but reiterates it has sufficient funds for R&D and operations until mid-2028.
Xencor faces $100M hit as Ultomiris US royalty checks stop
Xencor, Inc. announced that Alexion Pharmaceuticals, Inc. will stop paying royalties for sales of Ultomiris in the United States, which could impact Xencor by $100 million to $120 million through 2028. Xencor plans to pursue a resolution while Alexion continues royalty payments for ex-U.S. sales. Consequently, Xencor has adjusted its financial outlook, now expecting to fund operations into mid-2028 with year-end 2026 cash guidance between $380 million and $400 million.
XNCR Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a comprehensive overview of Xencor's (XNCR) financial statements, including its income statement, balance sheet, and cash flow, for fiscal year 2025 and preceding years. It details key financial metrics such as revenue, net income, EPS, and cash flow, while also analyzing the company's financial health through profitability, growth, leverage, liquidity, and cash flow scores. The report indicates that Xencor is currently unprofitable, with negative operating and net margins, and has a relatively short cash runway of about 5 months based on its current burn rate.
[144] Xencor Inc SEC Filing
This article details a Form 144 SEC filing by Xencor Inc. (XNCR) dated March 3, 2026. The filing indicates a notice of proposed sale of securities under Rule 144, specifically for 1492 shares of common stock acquired through restricted stock vesting. The aggregate market value of these shares is $17,747.49, with the transaction facilitated by Fidelity Brokerage Services LLC on NASDAQ.
[Form 4] Xencor Inc Insider Trading Activity
Xencor Inc.'s Senior Vice President and CFO, Bart Jan Cornelissen, reported insider trading activity via a Form 4 SEC filing. He received new equity awards comprising 116,750 stock options and 19,458 Restricted Stock Units, both tied to vesting schedules and continued employment. Following these grants, Cornelissen directly holds 81,914 common shares in the company.
[144] Xencor Inc SEC Filing
Xencor Inc. (XNCR) filed a Form 144, indicating a proposed sale of 4,118 common shares resulting from restricted stock vesting, effective March 4, 2026. The filing also disclosed John Desjarlais's prior sales, totaling 73,367 shares for $11,534,819.99 on December 19, 2025, and 2,663 shares for $31,676.65 on March 3, 2026. This SEC filing details the transaction and provides information on previous securities sales by an insider.
Xencor (NASDAQ:XNCR) Stock Rating Lowered by Wall Street Zen
Wall Street Zen has downgraded Xencor (NASDAQ:XNCR) from "hold" to "sell," despite a consensus "Moderate Buy" rating from other analysts with an average price target of $25.00. The biopharmaceutical company recently beat EPS estimates but missed revenue expectations, with sales down 46.6% year-over-year. Additionally, company insiders, including the CEO and a VP, significantly reduced their stock holdings in December.
Xencor, Inc. $XNCR Shares Purchased by Primecap Management Co. CA
Primecap Management Co. CA significantly increased its stake in Xencor, Inc. (NASDAQ:XNCR) by purchasing an additional 147,700 shares, bringing its total ownership to 10,675,022 shares valued at approximately $125.2 million. This comes after Xencor reported better-than-expected Q3 EPS but a 46.6% year-over-year decrease in revenue, with company insiders like CEO Bassil I. Dahiyat and VP John R. Desjarlais materially reducing their holdings. Despite mixed financial results and insider selling, analysts maintain a "Moderate Buy" consensus and a $25.00 price target for the biopharmaceutical company.
Xencor (XNCR) Losses Narrow On Trailing Basis Challenging Persistent Bearish Narratives
Xencor (XNCR) recently reported its FY 2025 financial results, showing a narrowing of losses on a trailing twelve-month basis, with a net income loss of US$91.9 million and an EPS loss of US$1.24. Despite ongoing unprofitability and fluctuating quarterly revenues, the company's trailing sales remain above US$125 million, supported by analyst forecasts of significant revenue growth. Xencor's current P/S ratio of 7.8x is lower than its biotech peers, which bulls point to as an opportunity given the projected growth.
Xencor (XNCR) trims 2025 loss and outlines major trial plans
Xencor (XNCR) significantly narrowed its net loss in 2025 to $91.9 million from $232.6 million in 2024, driven by increased revenue and other income primarily from marketable equity securities. The company reported $125.6 million in revenue and expects to fund operations through 2028 with $610.8 million in cash equivalents at year-end 2025. Xencor also outlined advancements in its clinical pipeline, including progress with oncology asset XmAb819 and the inflammatory bowel disease portfolio, with planned data presentations and potential pivotal study decisions for 2026-2027.
Xencor (XNCR) Losses Narrow On Trailing Basis Challenging Persistent Bearish Narratives
Xencor (XNCR) recently reported its Q4 FY 2025 results, showing narrowed losses on a trailing twelve-month basis, with revenue of US$28.2 million and a net income loss of US$6.7 million for the quarter. While forecasts predict continued revenue growth for the biotech company, unprofitability is expected to persist for at least the next three years. Despite ongoing losses, Xencor trades at a lower price-to-sales multiple (7.8x) compared to its biotech peers, which bulls view as a potential upside if growth targets are met.
Xencor (NASDAQ:XNCR) Given New $27.00 Price Target at Barclays
Barclays has increased its price target for Xencor (NASDAQ:XNCR) from $26.00 to $27.00, maintaining an "overweight" rating and suggesting a potential upside of nearly 98% from its previous close. Despite beating EPS estimates, Xencor reported a significant year-over-year revenue decline, and company insiders recently sold shares. The biopharmaceutical company holds a "Moderate Buy" consensus rating from analysts, with a $25.00 consensus price target.
Xencor (XNCR) Reports Q4 Loss, Tops Revenue Estimates
Xencor (XNCR) reported a Q4 loss of $0.09 per share, significantly beating the Zacks Consensus Estimate of a $0.64 loss, representing an 86% surprise. The company also surpassed revenue estimates, posting $28.24 million against an estimated $21.62 million, although this was a decrease from the prior year. Despite these positive earnings, Xencor shares have decreased by 22.9% year-to-date, and current analyst sentiment suggests a "Hold" rating.
Xencor Inc reports results for the quarter ended September 30 - Earnings Summary
Xencor Inc has released its earnings summary for the quarter that ended on September 30. The report comes from Refinitiv and is a brief update on the company's financial performance.
Xencor Inc earnings beat by $0.51, revenue fell short of estimates
Xencor Inc (NASDAQ: XNCR) reported a fourth-quarter EPS of $-0.09, significantly better than the analyst estimate of $-0.60, a beat of $0.51. However, the company's revenue for the quarter, at $28.24M, fell short of the consensus estimate of $29.99M. The stock has seen a decline of -30.83% over the last 3 months and -20.03% over the last 12 months.
Xencor (NASDAQ:XNCR) Issues Quarterly Earnings Results, Beats Expectations By $999.64 EPS
Xencor (NASDAQ:XNCR) reported quarterly earnings, beating analyst EPS estimates by $0.55 despite a 46.6% year-over-year revenue decline to $28.24 million and remaining unprofitable. Both the CEO and VP sold significant portions of their shares in December, impacting insider ownership. Analysts currently rate Xencor as a "Moderate Buy" with an average target price of $24.88.
