Insider Trading March 4, 2026

Alnylam CEO Executes $2.23M Stock Sale, Accepts Performance Awards and Options

Yvonne Greenstreet sells shares while taking zero-value common stock, long-dated options and performance units amid mixed earnings and analyst updates

By Maya Rios ALNY
Alnylam CEO Executes $2.23M Stock Sale, Accepts Performance Awards and Options
ALNY

Alnylam Pharmaceuticals Chief Executive Officer Yvonne Greenstreet sold $2.23 million of company stock on March 2, 2026, while simultaneously receiving multiple equity awards and long-dated options. The transactions occur against a backdrop of solid profitability signals, a high price-to-earnings ratio, and recent quarterly results that beat EPS expectations but missed revenue estimates. Several Wall Street firms adjusted views and price targets following Alnylam's commercial performance and upcoming clinical catalysts.

Key Points

  • Alnylam CEO Yvonne Greenstreet sold 6,590 shares for $2.23 million on March 2, 2026, at prices between $323.62 and $332.64.
  • On the same day she received 13,844 common shares valued at $0, 30,425 stock options exercisable at $325.07 (expiring 2036-03-02), and 110,746 Stock Price Performance Stock Units; the performance award vests if price thresholds are met by December 31, 2029.
  • Q4 2025 earnings beat EPS estimates with $1.25 versus $1.19 expected, while revenue of $1.1 billion missed projections of $1.15 billion; analysts updated ratings and price targets reflecting strong AMVUTTRA growth and upcoming clinical catalysts.

Yvonne Greenstreet, Chief Executive Officer of Alnylam Pharmaceuticals (NASDAQ: ALNY), completed a set of insider transactions on March 2, 2026, that included a sale and multiple equity grants. Ms. Greenstreet sold a total of 6,590 shares of common stock for proceeds of $2.23 million, with the sale prices reported in the range of $323.62 to $332.64 per share.

At the time of these transactions the company's shares were trading at $327.16, reflecting a market capitalization of $43.4 billion. InvestingPro analysis included with the transaction reporting indicates the stock appears overvalued relative to its Fair Value.

Alongside the sale of common shares, Ms. Greenstreet recorded several acquisitions on the same day. She was granted 13,844 shares of Common Stock that were assigned a value of $0 in the filing. In addition, she acquired options representing the right to buy 30,425 shares at an exercise price of $325.07, with the options expiring on 2036-03-02. The filing also shows an award of 110,746 Stock Price Performance Stock Units.

The filings note a company-wide valuation metric that may give context to these moves: Alnylam trades at a price-to-earnings ratio of 140. InvestingPro Tips included with the data emphasize that the company remains profitable and that net income is expected to increase this year.


Earnings and commercial performance

Alnylam reported fourth-quarter 2025 results that included earnings per share of $1.25, beating analyst expectations of $1.19. Revenue for the quarter was $1.1 billion, which fell short of projected revenue of $1.15 billion.

Market reactions from brokerage firms following the results were mixed but generally positive on commercial execution. Freedom Capital Markets upgraded Alnylam's rating to Buy from Hold, citing the exceptional revenue growth of AMVUTTRA in both U.S. and international markets. RBC Capital kept its Outperform rating but trimmed its price target to $450, acknowledging short-term headwinds while noting strong commercial execution in 2025. RBC highlighted that Alnylam's revenue had more than doubled from $1.2 billion to $2.5 billion and that AMVUTTRA has become a market leader.

BofA Securities also maintained a Buy rating and adjusted its price target to $460. BofA pointed to upcoming clinical and development catalysts, specifically the expected completion of enrollment for a phase 2 trial of mivelsiran in CAA and the start of a phase 2 trial in Alzheimer's disease, as drivers for the firm's view.


Governance and incentive arrangements

Separately, Alnylam's Board of Directors granted a performance-based equity award to CEO Yvonne Greenstreet. The award vests only upon meeting specific stock price thresholds by December 31, 2029, tying part of executive compensation to future share-price performance.

Investors and observers reviewing the combined disclosures will see concurrent actions by the CEO - the sale of a portion of her holding, the receipt of zero-value common stock units, long-dated options, and a large pool of performance-based units - all disclosed on the same date.

The filings and analyst notes together present a picture of a profitable company with significant commercial momentum for key products but with valuation that some analytics suggest is elevated relative to intrinsic measures and with near-term revenue execution that produced mixed results versus expectations.

Risks

  • Valuation risk - InvestingPro analysis flags the stock as overvalued versus Fair Value, with a reported P/E ratio of 140 which may concern equity investors and affect market-sensitive sectors.
  • Revenue execution risk - Q4 2025 revenue fell short of estimates, indicating short-term commercial headwinds that could impact investor sentiment in healthcare and biotech market sectors.
  • Clinical and development uncertainty - Expected catalysts such as the completion of phase 2 trial enrollment and the start of a phase 2 Alzheimer's trial are milestones with inherent enrollment and outcome risks that affect the biotech and pharmaceutical sectors.

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