Recursion Pharmaceuticals (NASDAQ: RXRX) Chief Financial Officer Ben R Taylor completed the sale of 7,956 shares of the company's Class A common stock on March 17, 2026, for approximately $26,970, at a price of $3.39 per share.
The disposition was reported on a Form 4 filed with the Securities and Exchange Commission and was carried out under a Rule 10b5-1 trading plan that Taylor adopted on September 30, 2025. After the transaction, Taylor directly holds 1,180,318 shares of Recursion Pharmaceuticals.
The trade took place as Recursion shares were trading near their 52-week low of $2.98, with the stock down 48% over the past year.
One day earlier, on March 16, 2026, the issuer withheld 7,075 shares to satisfy tax obligations tied to the net settlement of restricted stock units. Those withheld shares were valued at $24,196 based on a price of $3.42.
Recursion has also reported recent operating results that have drawn investor attention. In its fourth quarter of 2025, the company recorded earnings per share of -$0.21, outperforming street estimates of -$0.30. Revenue for the period reached $35.54 million, beating forecasts by 45% and marking a strong quarter by those metrics.
Analyst coverage has reflected mixed signals. BofA Securities adjusted its price target for Recursion from $7.00 to $6.00 while maintaining a Neutral rating, and the firm emphasized the importance of consistent clinical successes for the company’s future growth, noting that substantial clinical value may surface more clearly in 2027.
Separately, InvestingPro analysis indicated that the stock appears undervalued at current levels, and referenced access to Pro Research Reports covering a broad set of U.S. equities for investors seeking additional context.
Summary of the transactions and contextual items:
- March 17, 2026 - Ben R Taylor sold 7,956 Class A shares for about $26,970 at $3.39 per share under a Rule 10b5-1 plan.
- March 16, 2026 - The issuer withheld 7,075 shares to satisfy taxes related to a restricted stock unit settlement, valued at $24,196 at $3.42 per share.
- Post-sale direct ownership for Taylor stands at 1,180,318 shares.
- Recursion reported Q4 2025 EPS of -$0.21 versus an expected -$0.30, and revenue of $35.54 million, exceeding forecasts by 45%.
- BofA Securities trimmed its price target from $7.00 to $6.00 and retained a Neutral rating, highlighting clinical progress as a key driver for future value.
The sequence of an insider sale, a tax-withholding net settlement and recent quarterly results provides investors with concrete, disclosed actions tied to company insiders and publicly reported financial performance. Market participants may weigh the insider transaction alongside the company’s recent earnings beat and the analyst outlook when assessing sentiment and valuation.