Insider Trading February 26, 2026

Vertex Pharmaceuticals SVP Disposes of $108,456 in Company Stock

Sale executed under a pre-established 10b5-1 trading plan; recent firm results and analyst moves underline mixed signals for the biotech

By Maya Rios VRTX
Vertex Pharmaceuticals SVP Disposes of $108,456 in Company Stock
VRTX

Kristen Ambrose, Senior Vice President and Chief Accounting Officer at Vertex Pharmaceuticals (VRTX), reported a sale of 223 shares on February 25, 2026, under a company-approved 10b5-1 plan. The transaction, along with an earlier disposal on February 24, 2026, leaves Ambrose with 6,981 shares. The company’s shares trade near $480 while recent quarterly results and analyst updates provide a complex backdrop for the insider sale.

Key Points

  • Kristen Ambrose sold 223 shares on February 25, 2026 for $108,456 under a 10b5-1 plan; she sold 546 shares on February 24, 2026 for $264,870.
  • Following the reported transactions Ambrose directly holds 6,981 shares; Vertex's stock trades near $480 with a market capitalization of $121.97 billion.
  • Vertex reported Q4 2025 revenue above expectations at $3.19 billion while EPS of $5.03 slightly missed estimates; analysts have raised price targets and ratings based on progress in the renal pipeline.

Kristen Ambrose, who serves as Senior Vice President and Chief Accounting Officer at Vertex Pharmaceuticals (NASDAQ: VRTX), disclosed a sale of 223 shares of common stock on February 25, 2026 at a price of $486.35 per share, for a total transaction value of $108,456.

The transaction was reported on a Form 4 filed with the U.S. Securities and Exchange Commission and was carried out under a company-approved 10b5-1 trading plan that was put in place on August 8, 2025. The filing also shows that on February 24, 2026 Ambrose sold 546 shares at $485.11 per share, for proceeds of $264,870.

After completing these dispositions, Ambrose's direct holdings in Vertex amount to 6,981 shares. At the time of reporting, Vertex's common stock was trading at $480.13, which corresponds to a market capitalization of $121.97 billion.


Independent analysis from InvestingPro cited in the filing indicates the stock appears overvalued relative to its Fair Value and notes Vertex may be listed on the Most Overvalued list. The same source assigns Vertex a "GREAT" financial health score and highlights a 23.4% total return for the stock over the past six months. The company is shown to trade at a price-to-earnings ratio of 31.29 and is identified as a significant participant in the Biotechnology sector.

On the corporate results front, Vertex reported fourth-quarter 2025 revenue of $3.19 billion, which exceeded analyst expectations of $3.18 billion. Earnings per share for that quarter were $5.03, slightly under analyst forecasts of $5.08.

Analyst coverage referenced in the filing indicates continued optimism from some research houses. Cantor Fitzgerald raised its price target for Vertex to $590, pointing to the potential for the company's renal franchise to reach a scale comparable to its cystic fibrosis business, which the filing notes generates over $12 billion annually. Separately, Oppenheimer upgraded Vertex to Outperform and set a price target of $540, citing developments in the company's renal pipeline candidates, povetacicept and inaxaplin.

These corporate results and analyst moves provide context for the insider sale but do not, by themselves, indicate a change in company strategy or outlook. The Form 4 disclosure confirms the mechanics of the trades and the insider's remaining stake, while public metrics and analyst commentary paint a mixed picture of valuation and growth potential.


Key figures:

  • Insider sale on Feb 25, 2026: 223 shares at $486.35 - $108,456
  • Insider sale on Feb 24, 2026: 546 shares at $485.11 - $264,870
  • Post-sale insider ownership: 6,981 shares
  • Current share price cited: $480.13; Market cap: $121.97 billion
  • Q4 2025 revenue: $3.19 billion; Q4 2025 EPS: $5.03

Risks

  • Insider sales can be interpreted in multiple ways and may introduce short-term sentiment volatility for investors in biotechnology and pharmaceutical equities.
  • Vertex’s Q4 2025 EPS missed analyst expectations, which could affect near-term earnings sentiment in the Biotechnology sector.
  • Valuation concerns highlighted by InvestingPro - the stock appears overvalued relative to Fair Value - may present downside risk if market expectations are not met.

More from Insider Trading

Amkor EVP Sells $789,012 in Stock Amid Strong Quarterly Results and Secondary Offering Feb 26, 2026 Diodes SVP Emily Yang Disposes $150,550 in DIOD Shares; Company Posts Mixed Q4 Results Feb 26, 2026 ViaSat Accounting Chief Sells $55,950 in Stock; Transaction Occurs Near 52-Week Peak Feb 26, 2026 Coinbase Accounting Chief Sells $170,122 in Class A Shares Feb 26, 2026 Contineum Therapeutics CSO Executes $130k Sale, Exercises Options as Company Pursues Equity Raises Feb 26, 2026