Capital International Investors Sells 283,336 Shares of Phreesia, Inc. $PHR

Capital International Investors trimmed its position in Phreesia, Inc. (NYSE:PHR) by 9.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,851,536 shares of the company’s stock after selling 283,336 shares during the period. Capital International Investors’ holdings in Phreesia were worth $48,248,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in PHR. Vanguard Group Inc. boosted its stake in Phreesia by 8.3% during the 3rd quarter. Vanguard Group Inc. now owns 5,704,786 shares of the company’s stock valued at $134,177,000 after purchasing an additional 437,462 shares during the last quarter. Greenhouse Funds LLLP boosted its stake in Phreesia by 16.8% during the 3rd quarter. Greenhouse Funds LLLP now owns 3,882,527 shares of the company’s stock valued at $91,317,000 after purchasing an additional 557,265 shares during the last quarter. SG Americas Securities LLC acquired a new position in Phreesia during the 4th quarter valued at about $1,203,000. Tudor Investment Corp ET AL acquired a new position in Phreesia during the 3rd quarter valued at about $4,173,000. Finally, Moody National Bank Trust Division boosted its stake in Phreesia by 63.8% during the 4th quarter. Moody National Bank Trust Division now owns 195,944 shares of the company’s stock valued at $3,315,000 after purchasing an additional 76,345 shares during the last quarter. 92.10% of the stock is owned by institutional investors.

Key Headlines Impacting Phreesia

Here are the key news stories impacting Phreesia this week:

• Neutral Sentiment: Multiple law firms, including Rosen Law Firm, Faruqi & Faruqi, the Schall Law Firm, Pomerantz, Bragar Eagel & Squire, and others, issued reminders or solicitations tied to a Phreesia securities fraud/class action case. Article Title
• Neutral Sentiment: The key legal milestone highlighted across the releases is the July 13, 2026 lead-plaintiff deadline for investors who bought PHR shares between May 8, 2025 and March 30, 2026. Article Title
• Neutral Sentiment: Zacks published a valuation-focused note asking whether Phreesia is undervalued, which may have provided some offsetting interest but did not appear to change the main narrative around the stock. Article Title

Phreesia Price Performance

Shares of NYSE PHR opened at $9.30 on Wednesday. Phreesia, Inc. has a twelve month low of $7.77 and a twelve month high of $32.76. The stock’s 50 day moving average price is $9.22 and its 200-day moving average price is $12.94. The company has a market capitalization of $574.83 million, a PE ratio of 62.00 and a beta of 0.91. The company has a quick ratio of 1.76, a current ratio of 1.76 and a debt-to-equity ratio of 0.41.

Phreesia (NYSE:PHR) last announced its earnings results on Wednesday, May 27th. The company reported $0.05 earnings per share for the quarter, topping analysts’ consensus estimates of $0.02 by $0.03. Phreesia had a return on equity of 5.13% and a net margin of 1.85%.The firm had revenue of $130.94 million for the quarter, compared to the consensus estimate of $130.08 million. During the same quarter in the previous year, the business earned ($0.07) EPS. The company’s revenue was up 12.9% compared to the same quarter last year. On average, equities analysts anticipate that Phreesia, Inc. will post 0.33 EPS for the current year.

Insiders Place Their Bets

In other news, General Counsel Allison C. Hoffman sold 14,483 shares of the business’s stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $8.07, for a total value of $116,877.81. Following the transaction, the general counsel owned 163,485 shares in the company, valued at $1,319,323.95. The trade was a 8.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider David Linetsky sold 8,332 shares of the company’s stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $8.07, for a total value of $67,239.24. Following the completion of the transaction, the insider owned 224,056 shares in the company, valued at approximately $1,808,131.92. The trade was a 3.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 50,493 shares of company stock worth $461,983 over the last 90 days. 5.20% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

PHR has been the subject of a number of analyst reports. Canaccord Genuity Group cut their price target on Phreesia from $22.00 to $16.00 and set a “buy” rating for the company in a research note on Thursday, May 28th. Truist Financial lifted their price target on Phreesia from $11.00 to $12.00 and gave the company a “hold” rating in a research note on Thursday, May 28th. DA Davidson reiterated a “buy” rating and set a $14.00 price target on shares of Phreesia in a research note on Thursday, May 28th. KeyCorp cut their price target on Phreesia from $15.00 to $12.00 and set an “overweight” rating for the company in a research note on Monday, April 13th. Finally, Barclays reiterated an “equal weight” rating and set a $10.00 price target (down from $24.00) on shares of Phreesia in a research note on Thursday, May 14th. Nine research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $16.65.

Phreesia Profile

Phreesia, Inc (NYSE: PHR) is a provider of patient intake management solutions designed to streamline front-office workflows for healthcare organizations. The company’s cloud-based platform digitizes patient registration, appointment scheduling, insurance verification, consent documentation and payment collection through touchscreen kiosks, tablets and mobile devices. By replacing paper forms and manual processes, Phreesia enhances data accuracy, reduces administrative burden and improves the patient experience.

Founded in 2000 by Chaim Indig and headquartered in Burlington, Massachusetts, Phreesia offers a modular software suite that integrates with electronic medical record (EMR) and practice management systems.