Disc Medicine, Inc. $IRON Shares Sold by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company lessened its holdings in shares of Disc Medicine, Inc. (NASDAQ:IRON) by 38.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,493 shares of the company’s stock after selling 20,017 shares during the period. The Manufacturers Life Insurance Company’s holdings in Disc Medicine were worth $2,078,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. boosted its holdings in Disc Medicine by 110.0% in the fourth quarter. JPMorgan Chase & Co. now owns 1,581,127 shares of the company’s stock valued at $125,557,000 after purchasing an additional 828,248 shares during the last quarter. BVF Inc. IL purchased a new position in shares of Disc Medicine during the 4th quarter valued at about $51,616,000. Jennison Associates LLC acquired a new position in shares of Disc Medicine in the 4th quarter valued at about $42,252,000. Perceptive Advisors LLC acquired a new position in shares of Disc Medicine in the 4th quarter valued at about $35,794,000. Finally, RA Capital Management L.P. boosted its stake in shares of Disc Medicine by 25.3% in the fourth quarter. RA Capital Management L.P. now owns 1,976,132 shares of the company’s stock worth $156,925,000 after buying an additional 399,026 shares during the last quarter. 83.70% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Disc Medicine

In related news, COO Jonathan Yen-Wen Yu sold 9,700 shares of the business’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $72.66, for a total value of $704,802.00. Following the completion of the sale, the chief operating officer owned 54,324 shares of the company’s stock, valued at approximately $3,947,181.84. The trade was a 15.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Rahul Khara sold 5,000 shares of the company’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $80.00, for a total transaction of $400,000.00. Following the transaction, the insider owned 52,324 shares of the company’s stock, valued at $4,185,920. This represents a 8.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 110,712 shares of company stock valued at $7,997,536. 3.76% of the stock is owned by company insiders.

Disc Medicine Stock Performance

NASDAQ IRON opened at $77.44 on Monday. The stock has a market capitalization of $2.96 billion, a price-to-earnings ratio of -11.77 and a beta of 1.00. The stock has a 50-day moving average of $73.59 and a 200 day moving average of $69.78. The company has a current ratio of 24.14, a quick ratio of 24.14 and a debt-to-equity ratio of 0.09. Disc Medicine, Inc. has a twelve month low of $40.00 and a twelve month high of $99.50.

Disc Medicine (NASDAQ:IRON) last issued its quarterly earnings data on Thursday, July 30th. The company reported ($1.54) EPS for the quarter, beating the consensus estimate of ($1.71) by $0.17. Sell-side analysts anticipate that Disc Medicine, Inc. will post -6.61 EPS for the current fiscal year.

Key Disc Medicine News

Here are the key news stories impacting Disc Medicine this week:

• Positive Sentiment: HC Wainwright raised its price target for Disc Medicine to $120 from $118 and maintained a Buy rating. The new target is well above recent trading levels and may support upside expectations. Price target article
• Positive Sentiment: HC Wainwright modestly improved its estimates for several periods, including FY2026 EPS to a loss of $6.64 from $6.72, Q4 2026 to a loss of $1.74 from $1.75 and FY2028 to a loss of $4.62 from $4.64. The revisions indicate slightly better expected results, although the company remains unprofitable. Earnings estimates article
• Neutral Sentiment: The analyst also lowered its FY2027 EPS forecast to a loss of $6.47 from $6.13 and trimmed its Q3 2026 estimate slightly to a loss of $1.71 from $1.70. Overall, the changes are limited and do not alter HC Wainwright’s Buy rating or $120 target.
• Negative Sentiment: Rosen Law Firm announced an ongoing investigation into potential securities claims alleging that Disc Medicine may have issued materially misleading information to investors. The announcement does not establish wrongdoing, but it adds legal and reputational uncertainty and could pressure the stock if additional claims or disclosures emerge. Rosen Law Firm investigation article
• Negative Sentiment: Insider Rahul Khara sold 5,000 shares for approximately $400,000, reducing his holdings by 8.72%. He continues to own a substantial position, so the sale may reflect portfolio or personal financial considerations, but it can still weigh on investor confidence. Insider selling article

Analyst Ratings Changes

Several analysts recently commented on IRON shares. Wall Street Zen raised Disc Medicine from a “sell” rating to a “hold” rating in a report on Saturday, August 1st. Weiss Ratings restated a “sell (d-)” rating on shares of Disc Medicine in a research report on Friday, July 17th. HC Wainwright raised their price objective on shares of Disc Medicine from $118.00 to $120.00 and gave the stock a “buy” rating in a research note on Thursday. Wedbush reaffirmed an “outperform” rating and set a $88.00 target price on shares of Disc Medicine in a report on Wednesday, June 10th. Finally, Morgan Stanley boosted their target price on shares of Disc Medicine from $80.00 to $85.00 and gave the company an “overweight” rating in a research note on Monday, June 15th. Ten research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $106.00.

Disc Medicine Profile

Disc Medicine, Inc (NASDAQ: IRON) is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company’s pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.