Collegium Pharmaceutical, Inc. $COLL Shares Bought by Empowered Funds LLC

Empowered Funds LLC increased its holdings in Collegium Pharmaceutical, Inc. (NASDAQ:COLL) by 75.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,384 shares of the specialty pharmaceutical company’s stock after purchasing an additional 24,734 shares during the quarter. Empowered Funds LLC owned 0.18% of Collegium Pharmaceutical worth $1,898,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Group One Trading LLC acquired a new position in Collegium Pharmaceutical in the fourth quarter worth approximately $28,000. Caitong International Asset Management Co. Ltd lifted its position in shares of Collegium Pharmaceutical by 205.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 635 shares of the specialty pharmaceutical company’s stock valued at $29,000 after acquiring an additional 427 shares during the last quarter. Kemnay Advisory Services Inc. acquired a new stake in shares of Collegium Pharmaceutical during the 4th quarter valued at $61,000. PNC Financial Services Group Inc. boosted its stake in shares of Collegium Pharmaceutical by 42.2% during the 1st quarter. PNC Financial Services Group Inc. now owns 1,408 shares of the specialty pharmaceutical company’s stock worth $47,000 after acquiring an additional 418 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of Collegium Pharmaceutical by 26.1% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,536 shares of the specialty pharmaceutical company’s stock worth $71,000 after acquiring an additional 318 shares in the last quarter.

Collegium Pharmaceutical Stock Performance

Shares of Collegium Pharmaceutical stock opened at $29.11 on Friday. Collegium Pharmaceutical, Inc. has a 12 month low of $28.90 and a 12 month high of $50.79. The company has a quick ratio of 1.62, a current ratio of 1.71 and a debt-to-equity ratio of 2.47. The stock has a market cap of $944.04 million, a PE ratio of 14.27 and a beta of 0.73. The business has a fifty day simple moving average of $34.86 and a 200-day simple moving average of $37.13.

Collegium Pharmaceutical (NASDAQ:COLL) last posted its quarterly earnings results on Thursday, August 6th. The specialty pharmaceutical company reported $1.92 earnings per share for the quarter, beating the consensus estimate of $1.72 by $0.20. The firm had revenue of $199.88 million for the quarter, compared to analyst estimates of $199.62 million. Collegium Pharmaceutical had a return on equity of 95.18% and a net margin of 9.41%.Collegium Pharmaceutical’s quarterly revenue was up 6.3% on a year-over-year basis. During the same period in the previous year, the firm earned $1.68 earnings per share. On average, sell-side analysts anticipate that Collegium Pharmaceutical, Inc. will post 6.76 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on COLL. Needham & Company LLC cut their target price on Collegium Pharmaceutical from $56.00 to $46.00 and set a “buy” rating on the stock in a research report on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Collegium Pharmaceutical in a research note on Monday, July 6th. Zacks Research downgraded Collegium Pharmaceutical from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 28th. Wall Street Zen lowered shares of Collegium Pharmaceutical from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 25th. Finally, Truist Financial raised shares of Collegium Pharmaceutical to a “strong-buy” rating in a research note on Monday, June 15th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $55.00.

Collegium Pharmaceutical News Summary

Here are the key news stories impacting Collegium Pharmaceutical this week:

• Positive Sentiment: Second-quarter adjusted EPS was $1.92, exceeding the $1.72 analyst consensus and rising from $1.68 a year earlier. Revenue increased 6% year over year to approximately $199.9 million, slightly above estimates. Collegium Q2 earnings beat
• Positive Sentiment: JORNAY PM revenue grew 41% to $46.1 million, while the newly acquired AZSTARYS contributed $12.9 million in partial-quarter sales. Collegium completed the AZSTARYS acquisition, adding a complementary ADHD treatment with expected patent protection through 2037. Collegium Q2 financial results
• Positive Sentiment: Operating cash flow was $71.3 million, and adjusted EBITDA rose 8% year over year to $113.8 million, supporting the company’s ability to fund operations and integrate AZSTARYS.
• Neutral Sentiment: Needham maintained a Buy rating but lowered its price target from $56 to $46, reflecting a more cautious outlook while still implying substantial potential upside from recent trading levels. Needham price target update
• Negative Sentiment: Collegium reduced 2026 product-revenue guidance to $825 million-$855 million from $865 million-$895 million and cut adjusted EBITDA guidance to $445 million-$470 million from $475 million-$500 million. Management attributed the reductions mainly to weaker-than-expected Nucynta authorized-generic revenue and lower net pricing.
• Negative Sentiment: The pain portfolio declined 9% to $140.9 million, including a 24% drop in Nucynta revenue and a 14% decline in Xtampza ER. GAAP results also shifted to a $15.1 million net loss from $12.0 million of profit, while operating expenses rose 45%, partly due to acquisition-related costs. Collegium Q2 2026 earnings call transcript

Collegium Pharmaceutical Company Profile

Collegium Pharmaceutical, Inc is a specialty pharmaceutical company focused on the development, manufacture and commercialization of products for pain management and opioid dependence. The company’s core expertise lies in its DETERx microsphere technology, a platform designed to provide extended-release delivery of active pharmaceutical ingredients while deterring manipulation for unintended routes of abuse.

The company’s principal marketed products include Xtampza® ER (extended-release oxycodone), which received approval from the U.S.