Insider Trading March 6, 2026

Madrigal CEO Sibold Sells $718,316 in Stock to Settle RSU Taxes; Company Posts Q4 EPS Shortfall

Transaction tied to vesting-related tax withholding; Madrigal reports revenue beat but a sizeable EPS miss as analysts stand by Buy ratings

By Caleb Monroe MDGL
Madrigal CEO Sibold Sells $718,316 in Stock to Settle RSU Taxes; Company Posts Q4 EPS Shortfall
MDGL

Madrigal Pharmaceuticals President and CEO William John Sibold sold 1,663 shares on March 6 to satisfy tax-withholding obligations tied to restricted stock units, generating proceeds of $718,316. The sale was non-discretionary, according to a SEC Form 4 filing. Madrigal recently reported a fourth-quarter 2025 earnings-per-share shortfall even as revenue topped estimates; major brokerage firms reaffirmed Buy ratings and raised price targets based on Rezdiffra's commercial progress.

Key Points

  • Madrigal CEO William John Sibold sold 1,663 shares on March 6 at $431.94 per share, netting $718,316 to cover tax withholding related to RSU vesting; the sale was non-discretionary.
  • Madrigal reported a Q4 2025 EPS of -$2.57, missing the consensus of -$0.60, while revenue beat expectations at $321.1 million versus $310.82 million expected.
  • Truist Securities and H.C. Wainwright both reiterated Buy ratings with price targets of $640.00 and $620.00 respectively, citing continued revenue growth and Rezdiffra's nearly $1 billion in net sales seven quarters after launch.

William John Sibold, President and Chief Executive Officer of Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL), executed a sale of 1,663 shares of the companys common stock on March 6, according to a Form 4 filed with the Securities and Exchange Commission. The shares were sold at $431.94 apiece, producing total proceeds of $718,316.

The filing states the disposition was carried out to meet tax withholding obligations associated with the vesting of restricted stock units and was not discretionary. At the time of the report, Madrigals shares were trading around $433 and the company carried an approximate market capitalization of $10 billion. After the sale, Sibold is recorded as directly owning 161,829 shares of Madrigal Pharmaceuticals.

In related filings dated March 4, Sibold also acquired 14,995 shares of common stock that were recorded with a value of $0. The filing further shows he received 18,743 stock options - the right to buy shares - with an exercise price of $434.80. Those options carry an expiration date of 2036-03-04.


Earnings and analyst context

Madrigal disclosed its fourth-quarter 2025 results, registering an earnings-per-share (EPS) loss of $2.57, which fell short of the consensus forecast of a -$0.60 EPS. Revenue, however, came in ahead of expectations at $321.1 million versus the anticipated $310.82 million.

Following the release, Truist Securities reiterated its Buy rating on Madrigal and maintained a price target of $640.00, noting continued revenue growth as the commercial launch of Rezdiffra advances. H.C. Wainwright also maintained a Buy rating with a $620.00 price target, highlighting that Rezdiffra has generated nearly $1 billion in net sales seven quarters into its commercial launch. Both brokerages described Madrigal as a strong competitor in what they termed a largely unpenetrated market.

These developments underscore a mixed set of signals for investors: management-level stock activity tied to compensation tax obligations and quarterly results that combine a revenue beat with a material EPS miss. The analyst commentary included with the earnings release emphasizes commercial momentum for Rezdiffra while acknowledging the headline shortfall in per-share profitability.


Summary

Sibold's sale on March 6 was executed to satisfy tax liabilities from RSU vesting and was not a discretionary trade. The company reported stronger-than-expected revenue but a worse-than-expected EPS for Q4 2025. Major brokerages reiterated Buy ratings and cited Rezdiffra's ongoing commercial traction.

Risks

  • The company posted a significant EPS shortfall for Q4 2025, which may weigh on investor sentiment in the pharmaceutical and biotech sectors.
  • Insider transactions tied to RSU tax withholding are non-discretionary but can be perceived by the market as additional selling pressure on the stock.
  • Mixed quarterly results - a revenue beat alongside a sharp EPS miss - create uncertainty around near-term profitability and may increase volatility in healthcare and life sciences equities.

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