Intech Investment Management Adds $6M in Alnylam Pharmaceuticals, Inc. ($ALNY)
Intech Investment Management boosted its Alnylam stake by 45.6%, now holding 68,009 shares.
Key Points
- Intech Investment Management increased its position in Alnylam Pharmaceuticals by 45.6%, adding 21,299 shares, bringing its total to 68,009 shares valued at $19.76 million.
- Alnylam Pharmaceuticals trades on NasdaqGS under the ticker ALNY, with a market cap of $37.76 billion and a forward P/E ratio of 20.55.
- Analysts have a consensus buy rating on Alnylam, with a target mean price of $438.52 based on 25 opinions.
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Intech Investment Management has increased its stake in Alnylam Pharmaceuticals, Inc. (NasdaqGS: ALNY) by 45.6%, according to its latest 13F filing with the SEC. The investment firm added 21,299 shares during the reporting period, bringing its total holdings to 68,009 shares, valued at approximately $19.76 million.
What Changed in Intech Investment Management's Alnylam Pharmaceuticals Position
Intech Investment Management's recent move saw its Alnylam Pharmaceuticals holdings grow from 46,710 shares to 68,009 shares, a significant boost of 21,299 shares. This increase represents a 45.6% rise in its stake, reflecting a strong commitment to the biotechnology company.
Other Institutional Activity in Alnylam Pharmaceuticals
Other major institutional investors have also been active in Alnylam Pharmaceuticals. FMR LLC reduced its holdings by 1,322,983 shares, ending with 14,579,166 shares worth about $4.82 billion. CAPITAL WORLD INVESTORS cut its position by 5,499,424 shares, leaving it with 10,802,348 shares valued at $3.57 billion. In contrast, BLACKROCK, INC. increased its stake slightly by 44,034 shares, totaling 10,444,908 shares valued at $3.46 billion. CAPITAL RESEARCH GLOBAL INVESTORS significantly increased its position by 2,691,473 shares to hold 9,471,181 shares worth approximately $3.13 billion.
Alnylam Pharmaceuticals, Inc. Stock Up 25.7%
Shares of Alnylam Pharmaceuticals (NasdaqGS: ALNY) are trading near $290.48. The company has a market capitalization of about $37.76 billion and a P/E ratio of 70.89, with a forward P/E of 20.55. Alnylam's stock has experienced a 52-week low of $281.77 and a high of $495.55. The stock's 50-day moving average is $303.86, while the 200-day moving average is $377.74. The company maintains a strong liquidity position with a current ratio of 3.13 and a quick ratio of 2.89, though its debt-to-equity ratio stands at a high 276.20.
$ALNY stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Alnylam Pharmaceuticals reported revenue of approximately $4.29 billion, with a revenue growth rate of 96.4%. The company posted an EPS of $3.99 and achieved a net margin of 12.55%. The return on equity was notably high at 90.36%. Alnylam is expected to release its next earnings report on April 30, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target cuts vs 1 raises.
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EPS & revenue
EPS beat estimates by 56.5%. Revenue beat estimates by 2.7%.
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Profit surprise
EBITDA missed by 5 percent. Operating income beat by 55 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 target raise, 2 target cuts.
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Earnings quality
Gross margin down 6.1 points. Operating margin up 20.0 points. Negative free cash flow.
Earnings Call Summary
Alnylam delivered 1.17 billion dollars in total product revenue in the first quarter, marking its first quarter exceeding 1 billion dollars. The TTR franchise generated 910 million dollars, up 153 percent year over year, with U.S. revenue growing 230 percent driven by strong AMVUTTRA adoption for heart disease. Management highlighted over 90 percent patient adherence to vutrisiran and broader international success including new launches in Europe and Japan, though Germany pricing adjustments created a temporary headwind that they expect to reverse in coming quarters.
Guidance Management reaffirmed full year guidance of 4.4 to 4.7 billion dollars in TTR revenue, expecting significantly higher quarter-over-quarter growth for the rest of 2026. They also expect the rare disease portfolio to continue contributing steady growth alongside the TTR cardiomyopathy launch expansion in international markets.
Negative report. Results or guidance disappointed and expectations are likely to move lower.
Insider Buying and Selling at Alnylam Pharmaceuticals, Inc.
There has been notable insider activity at Alnylam Pharmaceuticals. On June 1, 2026, David Pyott engaged in both buying and selling transactions, acquiring 3,830 shares and selling the same amount under a Rule 10b5-1 plan. On the same day, Benjamin Cravatt purchased 4,393 shares. Earlier, on May 20, 2026, Amy Schulman and Olivier Brandicourt bought 838 and 1,441 shares, respectively.
Analysts Set New Price Targets
Analyst activity includes a buy rating initiation by Citigroup with a $380 target on May 19, 2026. RBC Capital maintained its buy rating with a $445 target on May 1, while Wells Fargo held a hold rating with a $377 target. Truist Securities also maintained a buy rating, setting a $505 target on April 13, 2026. The consensus among analysts is a buy recommendation, with a target mean price of $438.52 based on 25 opinions.
About Alnylam Pharmaceuticals
Alnylam Pharmaceuticals, Inc. is a biotechnology company focused on developing therapeutics based on RNA interference. Headquartered in Cambridge, Massachusetts, the company offers treatments for a variety of conditions, including hereditary transthyretin-mediated amyloidosis and hypercholesterolemia. Alnylam collaborates with major pharmaceutical companies like Regeneron and Sanofi to advance its pipeline.
Bottom Line
Intech Investment Management's substantial increase in its stake in Alnylam Pharmaceuticals underscores its confidence in the company. While 13F filings are backward-looking, they provide insight into institutional sentiment. Investors often watch these filings to gauge interest and activity in key stocks like Alnylam.
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