Leerink Partnrs Expects Reduced Earnings for Disc Medicine

Disc Medicine, Inc. (NASDAQ:IRON) – Equities researchers at Leerink Partnrs reduced their Q2 2025 earnings per share estimates for Disc Medicine in a research note issued on Wednesday, May 7th. Leerink Partnrs analyst T. Smith now forecasts that the company will post earnings of ($1.20) per share for the quarter, down from their prior forecast of ($1.16). The consensus estimate for Disc Medicine’s current full-year earnings is ($4.07) per share. Leerink Partnrs also issued estimates for Disc Medicine’s Q3 2025 earnings at ($1.43) EPS, Q4 2025 earnings at ($1.70) EPS, FY2025 earnings at ($5.37) EPS, FY2026 earnings at ($7.88) EPS, FY2027 earnings at ($9.12) EPS, FY2028 earnings at ($8.13) EPS and FY2029 earnings at ($6.74) EPS.

A number of other equities research analysts have also issued reports on the company. Morgan Stanley reaffirmed an “overweight” rating and set a $85.00 target price on shares of Disc Medicine in a research report on Friday, March 7th. Scotiabank upped their price target on Disc Medicine from $73.00 to $75.00 and gave the company a “sector outperform” rating in a research report on Monday, March 3rd. BMO Capital Markets upped their price target on Disc Medicine from $112.00 to $120.00 and gave the company an “outperform” rating in a research report on Monday. Wedbush reissued an “outperform” rating and set a $90.00 price target (up from $83.00) on shares of Disc Medicine in a research report on Tuesday, January 21st. Finally, Cantor Fitzgerald upped their price target on Disc Medicine from $99.00 to $132.00 and gave the company an “overweight” rating in a research report on Tuesday, March 18th. Ten analysts have rated the stock with a buy rating and one has given a strong buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $98.80.

Disc Medicine Stock Down 0.6%

Shares of Disc Medicine stock opened at $46.35 on Monday. The stock’s fifty day moving average is $46.54 and its 200-day moving average is $54.93. The firm has a market capitalization of $1.60 billion, a PE ratio of -11.65 and a beta of 0.77. Disc Medicine has a 12-month low of $30.65 and a 12-month high of $68.73.

Disc Medicine (NASDAQ:IRON) last announced its earnings results on Wednesday, May 7th. The company reported ($1.02) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.99) by ($0.03).

Insiders Place Their Bets

In other Disc Medicine news, CEO John D. Quisel sold 5,574 shares of the company’s stock in a transaction dated Tuesday, February 18th. The stock was sold at an average price of $54.58, for a total value of $304,228.92. Following the transaction, the chief executive officer now directly owns 154,828 shares of the company’s stock, valued at $8,450,512.24. This represents a 3.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider William Jacob Savage sold 2,100 shares of the company’s stock in a transaction dated Friday, May 2nd. The stock was sold at an average price of $50.17, for a total value of $105,357.00. Following the completion of the transaction, the insider now directly owns 66,398 shares in the company, valued at approximately $3,331,187.66. The trade was a 3.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 356,290 shares of company stock valued at $19,336,901 in the last three months. Insiders own 4.24% of the company’s stock.

Institutional Trading of Disc Medicine

Several large investors have recently made changes to their positions in the stock. Amalgamated Bank boosted its stake in shares of Disc Medicine by 38.6% during the 1st quarter. Amalgamated Bank now owns 787 shares of the company’s stock worth $39,000 after acquiring an additional 219 shares in the last quarter. Tower Research Capital LLC TRC boosted its stake in shares of Disc Medicine by 47.6% during the 4th quarter. Tower Research Capital LLC TRC now owns 825 shares of the company’s stock worth $52,000 after acquiring an additional 266 shares in the last quarter. Teacher Retirement System of Texas boosted its stake in shares of Disc Medicine by 8.9% during the 4th quarter. Teacher Retirement System of Texas now owns 4,857 shares of the company’s stock worth $308,000 after acquiring an additional 396 shares in the last quarter. Sterling Capital Management LLC boosted its stake in shares of Disc Medicine by 798.4% during the 4th quarter. Sterling Capital Management LLC now owns 566 shares of the company’s stock worth $36,000 after acquiring an additional 503 shares in the last quarter. Finally, Arizona State Retirement System boosted its stake in shares of Disc Medicine by 12.5% during the 1st quarter. Arizona State Retirement System now owns 5,315 shares of the company’s stock worth $264,000 after acquiring an additional 590 shares in the last quarter. Institutional investors own 83.70% of the company’s stock.

Disc Medicine Company Profile

Disc Medicine, Inc, together with its subsidiaries, a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases in the United States. The company has assembled a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, primarily heme biosynthesis and iron homeostasis.