Sei Investments Co. Has $11.60 Million Stake in Vericel Corporation $VCEL

Sei Investments Co. raised its position in Vericel Corporation (NASDAQ:VCEL) by 55.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 360,712 shares of the biotechnology company’s stock after purchasing an additional 128,494 shares during the period. Sei Investments Co.’s holdings in Vericel were worth $11,604,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of VCEL. Kestra Advisory Services LLC acquired a new stake in Vericel in the 4th quarter valued at approximately $27,000. Quarry LP bought a new position in Vericel during the fourth quarter worth about $31,000. Farther Finance Advisors LLC boosted its stake in shares of Vericel by 116.5% during the 4th quarter. Farther Finance Advisors LLC now owns 970 shares of the biotechnology company’s stock worth $35,000 after acquiring an additional 522 shares during the period. Truvestments Capital LLC boosted its position in Vericel by 175.4% during the fourth quarter. Truvestments Capital LLC now owns 1,534 shares of the biotechnology company’s stock worth $55,000 after purchasing an additional 977 shares during the period. Finally, Empowered Funds LLC bought a new stake in shares of Vericel during the 4th quarter worth about $58,000.

Vericel Stock Down 3.5%

Shares of Vericel stock opened at $45.96 on Friday. Vericel Corporation has a 12-month low of $28.95 and a 12-month high of $49.32. The company has a market capitalization of $2.35 billion, a price-to-earnings ratio of 97.79 and a beta of 1.07. The firm’s 50-day moving average price is $41.95 and its two-hundred day moving average price is $37.39.

Vericel (NASDAQ:VCEL) last issued its earnings results on Thursday, July 30th. The biotechnology company reported $0.04 EPS for the quarter, beating the consensus estimate of ($0.03) by $0.07. Vericel had a net margin of 7.91% and a return on equity of 6.91%. The company had revenue of $77.46 million during the quarter, compared to analysts’ expectations of $72.70 million. During the same period in the previous year, the company earned ($0.01) EPS. The business’s revenue for the quarter was up 22.5% compared to the same quarter last year. On average, sell-side analysts expect that Vericel Corporation will post 0.49 earnings per share for the current year.

Insider Activity

In other Vericel news, CFO Joseph Anthony Mara, Jr. sold 5,000 shares of the company’s stock in a transaction on Friday, June 26th. The stock was sold at an average price of $44.75, for a total transaction of $223,750.00. Following the completion of the sale, the chief financial officer directly owned 16,009 shares in the company, valued at $716,402.75. This represents a 23.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Jonathan Siegal sold 4,500 shares of the firm’s stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $48.90, for a total value of $220,050.00. Following the completion of the sale, the insider directly owned 1,078 shares in the company, valued at approximately $52,714.20. This represents a 80.67% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 52,232 shares of company stock valued at $2,304,217. 7.60% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Canaccord Genuity Group set a $60.00 price target on shares of Vericel in a research note on Thursday. TD Cowen raised their target price on shares of Vericel from $55.00 to $58.00 and gave the stock a “buy” rating in a report on Friday. Truist Financial reiterated a “buy” rating and issued a $58.00 price target (up from $54.00) on shares of Vericel in a research report on Friday. Weiss Ratings upgraded Vericel from a “sell (d)” rating to a “sell (d+)” rating in a research note on Tuesday, June 16th. Finally, HC Wainwright reissued a “buy” rating and set a $70.00 price target on shares of Vericel in a research report on Tuesday. Four analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $58.40.

Vericel News Summary

Here are the key news stories impacting Vericel this week:

• Positive Sentiment: Vericel reported second-quarter revenue of $77.5 million, up 22% year over year and above the $72.7 million consensus estimate. Earnings were $0.04 per share, beating expectations for a $0.04 loss, while net income reached $2.2 million and free cash flow was $14.3 million. Vericel Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Management raised full-year 2026 revenue guidance to $330 million-$340 million, a range that brackets or modestly exceeds the $331.9 million analyst consensus. MACI revenue growth of 23% was a key contributor to the quarterly performance. Vericel Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: The board authorized a $200 million share-repurchase program, which could support earnings per share and signal confidence in Vericel’s cash-generation outlook. Share Repurchase Program Announcement
• Positive Sentiment: Truist reaffirmed its Buy rating and increased its price target to $58 from $54. HC Wainwright also reaffirmed a Buy rating, reinforcing the favorable analyst view. Truist Financial Analyst Rating HC Wainwright Analyst Rating
• Neutral Sentiment: The earnings-call transcript and presentation provide additional operating details but do not indicate a separate material catalyst beyond the reported results and guidance. Q2 2026 Earnings Presentation
• Neutral Sentiment: Analyst sentiment is not unanimous, and Vericel trades at a high earnings multiple, leaving the shares sensitive to any slowdown in growth or weaker-than-expected future results. Conflicting Analyst Sentiment

About Vericel

Vericel Corporation is a biotechnology company specializing in the development, manufacturing and commercialization of cell-based therapies for patients with severe diseases and conditions. The company’s expertise lies in regenerative medicine, where it harnesses the power of autologous cell processing to create products designed to restore function and promote healing in damaged tissues.

Vericel currently markets two FDA-approved therapies. MACI® (autologous cultured chondrocytes on porcine collagen membrane) is indicated for the repair of symptomatic cartilage defects of the knee in adult patients.