Vanguard Group Inc. Cuts Position in Royalty Pharma PLC $RPRX

Vanguard Group Inc. trimmed its position in shares of Royalty Pharma PLC (NASDAQ:RPRX) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,934,612 shares of the biopharmaceutical company’s stock after selling 1,001,926 shares during the period. Vanguard Group Inc.’s holdings in Royalty Pharma were worth $383,873,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in RPRX. Smartleaf Asset Management LLC boosted its holdings in Royalty Pharma by 868.1% in the third quarter. Smartleaf Asset Management LLC now owns 881 shares of the biopharmaceutical company’s stock valued at $31,000 after purchasing an additional 790 shares in the last quarter. Private Trust Co. NA boosted its holdings in Royalty Pharma by 52.9% in the fourth quarter. Private Trust Co. NA now owns 832 shares of the biopharmaceutical company’s stock valued at $32,000 after purchasing an additional 288 shares in the last quarter. Larson Financial Group LLC boosted its holdings in Royalty Pharma by 31.9% in the third quarter. Larson Financial Group LLC now owns 1,264 shares of the biopharmaceutical company’s stock valued at $45,000 after purchasing an additional 306 shares in the last quarter. Richardson Financial Services Inc. acquired a new position in Royalty Pharma in the third quarter valued at approximately $54,000. Finally, Farther Finance Advisors LLC boosted its holdings in Royalty Pharma by 44.3% in the third quarter. Farther Finance Advisors LLC now owns 2,060 shares of the biopharmaceutical company’s stock valued at $73,000 after purchasing an additional 632 shares in the last quarter. 54.35% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Royalty Pharma news, CFO Terrance P. Coyne sold 34,791 shares of the firm’s stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $49.78, for a total value of $1,731,895.98. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 139,164 shares of company stock valued at $6,624,902 over the last three months. 18.84% of the stock is currently owned by company insiders.

Royalty Pharma Stock Performance

Shares of RPRX opened at $50.77 on Thursday. The company has a debt-to-equity ratio of 0.88, a quick ratio of 2.40 and a current ratio of 2.40. The stock has a market capitalization of $29.28 billion, a P/E ratio of 37.60, a P/E/G ratio of 3.22 and a beta of 0.40. The company’s fifty day moving average is $47.52 and its two-hundred day moving average is $42.66. Royalty Pharma PLC has a 1 year low of $32.15 and a 1 year high of $51.65.

Royalty Pharma (NASDAQ:RPRX) last announced its quarterly earnings data on Wednesday, February 11th. The biopharmaceutical company reported $1.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.33 by $0.13. Royalty Pharma had a net margin of 32.38% and a return on equity of 28.21%. The company had revenue of $621.99 million for the quarter, compared to analysts’ expectations of $839.97 million. On average, sell-side analysts predict that Royalty Pharma PLC will post 5.08 earnings per share for the current year.

Royalty Pharma Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be issued a $0.235 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $0.94 dividend on an annualized basis and a yield of 1.9%. Royalty Pharma’s dividend payout ratio (DPR) is 69.63%.

More Royalty Pharma News

Here are the key news stories impacting Royalty Pharma this week:

• Positive Sentiment: Raised full?year guidance and portfolio receipts growth — Royalty reported Portfolio Receipts of $925M in Q1 (up ~10%) and raised 2026 Portfolio Receipts guidance to $3,325M–$3,450M, signaling management expects continued cash flow growth. Royalty Pharma reports first quarter 2026 results
• Positive Sentiment: EPS beat and strong profitability metrics — RPRX reported EPS of ~$1.30, beating consensus (~$1.22); margins and ROE remain robust, supporting the stock’s valuation premium. Royalty Pharma (RPRX) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Strong cash generation — Net cash provided by operations was highlighted at $718M in Q1, underpinning the company’s ability to fund royalty purchases and maintain distributions. Royalty Pharma reports first quarter 2026 results
• Neutral Sentiment: Earnings call tone constructive — Management struck an upbeat, growth?focused tone on the Q1 call, which supports sentiment but requires execution on deal flow. Royalty Pharma’s Earnings Call Signals Confident Growth
• Neutral Sentiment: Investor materials and transcripts available — Full earnings transcript and slides provide detail on portfolio composition, cash flow outlook and M&A posture for those modeling future receipts. Royalty Pharma (RPRX) Q1 2026 Earnings Transcript Royalty Pharma plc (RPRX) Q1 2026 Earnings Call Transcript Royalty Pharma plc 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Valuation comparison — Analysts and screens comparing RPRX to peers like Amgen highlight different risk/return profiles (royalty cash?flow vs. operating biotech), useful for relative-value decisions. RPRX vs. AMGN: Which Stock Is the Better Value Option?
• Negative Sentiment: Revenue came in below some analyst expectations — Reported revenue/receipts metrics were lower than certain street revenue estimates, which tempers near?term upside until guidance is realized and deal activity continues. Press Release / Q1 Results PDF
• Negative Sentiment: Shares recently hit a 52?week high — while positive, this increases the risk of short?term profit taking and implies a higher valuation that needs continued execution to justify. Royalty Pharma PLC (RPRX) Hit a 52 Week High, Can the Run Continue?

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on RPRX. TD Cowen reissued a “buy” rating on shares of Royalty Pharma in a report on Friday, February 27th. The Goldman Sachs Group reissued a “buy” rating on shares of Royalty Pharma in a report on Thursday, February 12th. UBS Group increased their price objective on Royalty Pharma from $51.00 to $57.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Wall Street Zen downgraded Royalty Pharma from a “strong-buy” rating to a “buy” rating in a report on Saturday, February 14th. Finally, Morgan Stanley increased their price objective on Royalty Pharma from $61.00 to $63.00 and gave the company an “overweight” rating in a report on Friday, April 10th. Six analysts have rated the stock with a Buy rating, According to MarketBeat.com, Royalty Pharma currently has an average rating of “Buy” and an average price target of $50.33.

About Royalty Pharma

Royalty Pharma plc is a specialty finance company that acquires biopharmaceutical royalty interests and provides non-dilutive financing to drug developers and rights holders. The firm purchases future royalty streams, milestone-contingent payments and other revenue rights linked to approved and late-stage pharmaceutical and biotechnology products. By paying upfront consideration for these rights, Royalty Pharma seeks to generate long-term cash flows tied to the commercial performance of a diversified portfolio of medicines.

The company’s transaction structures include outright royalty purchases, structured financings and milestone arrangements tailored to the needs of innovator companies, academic institutions and investors.