Insider Trading February 26, 2026

Vertex Executive Sells Nearly $1.6M in Stock Across Two Days

Amit Sachdev sold portions of his stake under a prearranged 10b5-1 plan as Vertex reports mixed Q4 2025 results and analysts raise targets

By Jordan Park VRTX
Vertex Executive Sells Nearly $1.6M in Stock Across Two Days
VRTX

Amit Sachdev, Vertex Pharmaceuticals' Executive Vice President and Chief Patient & External Affairs Officer, executed two share dispositions across February 24-25, 2026, via a company-approved 10b5-1 trading plan. The transactions reduced his directly held stake while leaving him with substantial direct and indirect holdings. The stock sales occurred amid Vertex's fourth-quarter 2025 financial release that showed revenue marginally above expectations but an earnings-per-share result that missed forecasts. Analysts have responded with higher price targets and upgrades focused on Vertex's renal pipeline candidates.

Key Points

  • Amit Sachdev sold 1,846 shares on February 25, 2026 at $486.35, totaling $897,802, and 1,518 shares on February 24, 2026 at $485.11, totaling $736,396.
  • After these transactions Sachdev directly owns 55,570 shares, indirectly owns 882 shares via a 401(k), and has 9,301 shares held in trust; the sales were executed under a 10b5-1 plan adopted November 18, 2025.
  • Vertex reported Q4 2025 revenue of $3.19 billion versus a $3.18 billion forecast and EPS of $5.03 versus a $5.08 projection; analysts at Cantor Fitzgerald and Oppenheimer raised targets and ratings, citing confidence in the renal pipeline.

Amit Sachdev, Executive Vice President and Chief Patient & External Affairs Officer at Vertex Pharmaceuticals (NASDAQ:VRTX), sold shares of the company's common stock in two transactions on consecutive days in late February 2026.

On February 25, 2026, Sachdev disposed of 1,846 shares at $486.35 per share, a transaction valued at $897,802. The previous day, February 24, 2026, he sold 1,518 shares at $485.11 per share, for a total of $736,396. These sales were reported in a Form 4 filing with the Securities and Exchange Commission.

Following the two dispositions, Sachdev directly holds 55,570 shares of Vertex common stock. In addition to his direct holdings, he indirectly owns 882 shares through a 401(k) account and has 9,301 shares held in trust.

The reported sales were carried out pursuant to a company-approved 10b5-1 trading plan that was adopted on November 18, 2025.


Vertex's recent corporate results and analyst activity provide context to the timing of these trades. In its fourth-quarter 2025 report, the company posted $3.19 billion in revenue, a figure that narrowly exceeded the $3.18 billion forecast. Net income on a per-share basis was reported as $5.03 in earnings per share, which fell short of the $5.08 projection.

On the research front, Cantor Fitzgerald increased its price target for Vertex to $590 while maintaining an Overweight rating, citing confidence in the company's renal franchise. Separately, Oppenheimer upgraded Vertex from Perform to Outperform and set a price target of $540, attributing the move to optimism about Vertex's renal pipeline candidates, povetacicept and inaxaplin, as the company progresses toward 2026.

Market valuation commentary in the filing materials includes analysis from InvestingPro, which tracks over 1,400 U.S. equities and produces comprehensive research reports. According to InvestingPro analysis, Vertex presently appears overvalued relative to its Fair Value. The note states that investors can access 14 additional ProTips and detailed financial health metrics on the InvestingPro platform.


The transactions and the company's recent earnings and analyst coverage reflect concurrent developments in corporate insider activity, financial results, and external analyst sentiment. The Form 4 disclosure and the 10b5-1 plan adoption date remain the specifically reported mechanisms behind the share sales.

Risks

  • Insider selling may be perceived negatively by market participants and could affect investor sentiment in the healthcare and biotech sectors.
  • Vertex delivered an EPS that missed analysts' projections, introducing short-term earnings uncertainty for the market and valuation assessments.
  • InvestingPro analysis indicates Vertex appears overvalued relative to its Fair Value, presenting a valuation risk for equity investors in the pharmaceutical and biotech space.

More from Insider Trading

PennyMac Legal Chief Sells $174,124 in Automatic Plan Trade Feb 26, 2026 ImmunityBio Director Sells $900K in Stock as Company Posts Strong ANKTIVA Revenue Gains Feb 26, 2026 Eagle Point affiliates sell $93,489 in ACRES Commercial Realty preferred shares Feb 26, 2026 Socket Mobile Director Disposes of 3,000 Shares as Company Rolls Out New Scanners Feb 26, 2026 Bloom Energy CEO Disposes $34 Million in Stock Amid Strong Quarterly Results Feb 26, 2026