Insider Trading February 19, 2026

Pacific Biosciences CEO Sells 472,667 Shares to Meet RSU Tax Withholding

Christian Henry disposed of company stock across two days as firm posted a modest earnings beat and revenue upside for Q4 2025

By Nina Shah PACB
Pacific Biosciences CEO Sells 472,667 Shares to Meet RSU Tax Withholding
PACB

Christian O. Henry, President and CEO of Pacific Biosciences of California, Inc. (NASDAQ: PACB), sold a total of 472,667 shares of common stock on February 17 and 18, 2026, to satisfy tax withholding tied to restricted stock units. The two transactions generated proceeds of about $752,389. After the sales, Henry retains direct ownership of 2,673,500 shares. Separately, Pacific Biosciences reported fourth-quarter 2025 results that beat consensus on both EPS and revenue.

Key Points

  • Insider sale of 472,667 shares to cover RSU tax withholding
  • Post-sale direct ownership of 2,673,500 shares by CEO Christian O. Henry
  • Q4 2025 results beat estimates: EPS -$0.12 vs -$0.15 and revenue $44.6M vs $42.27M; analyst targets $1.50-$3.00

Christian O. Henry, who serves as President and Chief Executive Officer of Pacific Biosciences of California, Inc. (NASDAQ: PACB), completed two share disposals on February 17 and 18, 2026, selling a total of 472,667 common shares for aggregate proceeds of approximately $752,389. The company disclosed that the transactions were executed to satisfy tax withholding obligations arising from the vesting of restricted stock units.

The first transaction took place on February 17, when Henry sold 331,793 shares at a weighted average price of $1.576 per share; trade-level prices in that lot ranged from $1.51 to $1.68. The second sale occurred on February 18, involving 140,874 shares at a weighted average price of $1.629, with individual trade prices between $1.55 and $1.70.

Following these two transfers, Henry directly holds 2,673,500 shares of Pacific Biosciences common stock.

At the time of reporting, the stock is trading at $1.68 and the company’s market capitalization stands at $507 million. An InvestingPro analysis cited in the company disclosure indicates that Pacific Biosciences may be trading below its modelled Fair Value, while also noting that the stock has exhibited elevated volatility in its price movements. Analyst price targets for PACB span a range from $1.50 to $3.00, reflecting divergent views on the company’s near-term prospects within the genomics sector.

In related financial news, Pacific Biosciences reported fourth-quarter 2025 results that came in ahead of analyst expectations. The company posted an adjusted earnings per share of -$0.12 for the quarter, versus an analyst consensus of -$0.15, representing a 20% positive surprise. Revenue for the period was $44.6 million, exceeding the anticipated $42.27 million by roughly 5.51%.

Those quarterly results were noted as stronger-than-expected in the company update, with the revenue and EPS outcomes described as a meaningful positive variance versus analyst forecasts. The disclosure frames these results as part of a sequence of recent operational updates from Pacific Biosciences.


Clear summary

Christian O. Henry sold 472,667 shares on February 17-18, 2026, to cover tax withholding on vested restricted stock units, realizing about $752,389. Post-sale, he directly owns 2,673,500 shares. Pacific Biosciences reported Q4 2025 EPS of -$0.12 and revenue of $44.6 million, both ahead of analyst estimates.

Key points

  • Insider sale: 472,667 shares sold over two days to satisfy RSU tax withholding obligations.
  • Post-transaction ownership: Henry retains 2,673,500 directly held shares.
  • Financials: Q4 2025 EPS of -$0.12 (vs -$0.15 expected) and revenue of $44.6 million (vs $42.27 million expected); analysts' targets range from $1.50 to $3.00.

Risks and uncertainties

  • Share-price volatility: The company has experienced notable price movement, which can affect investor returns in the biotech/genomics sector.
  • Analyst divergence: Price targets span a wide range, reflecting mixed sentiment on near-term prospects for the company and the broader genomics market.
  • Concentration of insider ownership: Changes in insider holdings can influence market perception of governance and insider confidence within the specialty biotech space.

Risks

  • Stock price volatility in the biotech/genomics sector could affect investor outcomes
  • Analyst price targets vary widely, indicating uncertainty about the company’s outlook
  • Changes in insider ownership may influence market perception of corporate confidence

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