argenex SE $ARGX Shares Sold by Compound Planning Inc.

Compound Planning Inc. trimmed its holdings in argenex SE (NASDAQ:ARGX) by 54.5% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 593 shares of the company’s stock after selling 709 shares during the period. Compound Planning Inc.’s holdings in argenex were worth $433,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the business. M&T Bank Corp increased its position in argenex by 20,977.7% in the 4th quarter. M&T Bank Corp now owns 778,610 shares of the company’s stock valued at $654,772,000 after acquiring an additional 774,916 shares during the period. Sands Capital Management LLC raised its stake in argenex by 2,046.6% during the 4th quarter. Sands Capital Management LLC now owns 356,870 shares of the company’s stock valued at $300,110,000 after acquiring an additional 340,245 shares during the last quarter. Invesco Ltd. lifted its position in argenex by 390.4% during the 4th quarter. Invesco Ltd. now owns 416,408 shares of the company’s stock worth $350,178,000 after acquiring an additional 331,489 shares during the period. Wellington Management Group LLP lifted its position in argenex by 80.1% during the 3rd quarter. Wellington Management Group LLP now owns 729,986 shares of the company’s stock worth $538,408,000 after acquiring an additional 324,653 shares during the period. Finally, Two Sigma Investments LP grew its stake in shares of argenex by 570.3% in the 3rd quarter. Two Sigma Investments LP now owns 294,160 shares of the company’s stock valued at $216,961,000 after purchasing an additional 250,278 shares during the last quarter. Institutional investors and hedge funds own 60.32% of the company’s stock.

Analyst Ratings Changes

ARGX has been the topic of a number of recent research reports. Citigroup boosted their target price on argenex from $1,152.00 to $1,182.00 and gave the company a “buy” rating in a report on Tuesday, July 21st. Oppenheimer increased their price target on argenex from $1,014.00 to $1,037.00 and gave the stock an “outperform” rating in a report on Friday, July 24th. Glj Research raised shares of argenex to a “strong-buy” rating in a research note on Friday, April 3rd. Wells Fargo & Company boosted their price objective on shares of argenex from $1,260.00 to $1,291.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Finally, Royal Bank Of Canada raised their target price on shares of argenex from $945.00 to $1,025.00 and gave the stock an “outperform” rating in a research note on Friday, July 24th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, argenex presently has an average rating of “Moderate Buy” and a consensus target price of $1,056.89.

Key argenex News

Here are the key news stories impacting argenex this week:

• Positive Sentiment: Forte Biosciences acquisition expands the autoimmune pipeline: argenx agreed to acquire Forte for approximately $2.2 billion, or $77 per Forte share in cash. The transaction would add Forte’s autoimmune drug candidate to argenx’s portfolio and could strengthen its long-term growth opportunities. Argenx signs agreement to buy Forte Biosciences for $2.2bn
• Positive Sentiment: Analysts raised their targets: Wedbush lifted its price target from $1,000 to $1,050 and assigned an “Outperform” rating. A separate Seeking Alpha analysis upgraded ARGX to “Buy” with a $1,050 target, citing continued VYVGART growth, additional label expansions, at-home administration and pipeline potential. Wedbush raises argenx price target argenx: Upgrading To Buy, The VYVGART Growth Cycle Has Further To Go
• Positive Sentiment: Long-term earnings expectations improved: HC Wainwright maintained a “Buy” rating and raised its EPS forecasts for 2026 through 2030, including increases to $34.38 for 2027, $43.50 for 2028, $53.47 for 2029 and $64.39 for 2030. The revisions indicate stronger expected VYVGART-driven growth and pipeline contributions. HC Wainwright earnings estimate changes
• Neutral Sentiment: Relative performance remains in focus: Zacks compared argenx’s year-to-date performance with Agilent Technologies and the broader medical sector, but the report did not identify a new fundamental catalyst. Is Argenx Outperforming Other Medical Stocks This Year?
• Negative Sentiment: Deal scrutiny and valuation risks: A law firm is investigating whether Forte shareholders are receiving adequate consideration and whether the sale process was appropriate. Separately, analyses suggested ARGX could be fairly valued or as much as 15% above fair value after the Forte deal, raising concerns about acquisition execution and limited near-term upside. Forte Biosciences investor alert argenx could be 15% above fair value

argenex Stock Up 1.2%

Shares of NASDAQ ARGX opened at $882.56 on Thursday. argenex SE has a 52 week low of $596.01 and a 52 week high of $953.58. The firm has a 50-day moving average price of $873.58 and a 200 day moving average price of $816.78. The stock has a market capitalization of $55.21 billion, a price-to-earnings ratio of 33.89, a price-to-earnings-growth ratio of 1.13 and a beta of 0.45.

argenex (NASDAQ:ARGX) last issued its earnings results on Tuesday, July 21st. The company reported $7.32 earnings per share for the quarter, topping the consensus estimate of $5.86 by $1.46. argenex had a net margin of 32.19% and a return on equity of 43.59%. The company had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.45 billion. Equities research analysts expect that argenex SE will post 27.38 EPS for the current fiscal year.

argenex Company Profile

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.