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8-K ·Filed Jun 18, 2026

AGIO

AGIOS PHARMACEUTICALS, INC.
NEUTRAL
Impact 3/10
Horizonimmediate Processed4mo ago SEC0001193125-26-275879
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine annual meeting filing with no immediate stock-moving implications. The increase in authorized shares for equity grants is standard and already anticipated. Monitor for any future insider selling or large grant activity under the amended plan.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
AGIO ▼ -6.52% at T+60d
NEUTRAL call -6.52% · α vs SPY -8.27% · entry $35.10 → $32.81
Entry = T+0 close
Jun 18, 2026
via day close
T+1d
+1.40%
call +1.40% · α +2.85%
$35.59
settled 4mo ago
T+5d
+7.98%
call +7.98% · α +10.05%
$37.90
settled 4mo ago
T+20d
+12.85%
call +12.85% · α +13.00%
$39.61
settled 3mo ago
T+60d
-6.52%
call -6.52% · α -8.27%
$32.81
settled 6w ago

Price Chart

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Executive Summary

Agios Pharmaceuticals held its 2026 Annual Meeting on June 18, 2026. Stockholders re-elected three Class I directors, approved an advisory vote on executive compensation, ratified PricewaterhouseCoopers as independent auditor, and approved an amendment to the 2023 Stock Incentive Plan increasing authorized shares by 2,000,000. The filing is routine with no material financial impact.

Key Facts

  • Stockholders approved an amendment to the 2023 Stock Incentive Plan, increasing authorized shares by 2,000,000.
  • Directors Rahul Ballal, Brian Goff, and Cynthia Smith were re-elected to three-year terms.
  • Advisory vote on executive compensation passed with 43,396,045 votes for and 1,086,059 against.
  • Ratification of PricewaterhouseCoopers LLP as independent auditor was approved with 48,511,213 votes for.
  • Cynthia Smith received 14,592,704 withheld votes (31.7% of votes cast), indicating notable shareholder dissent.

Financial Impact

2,000,000 additional shares authorized for issuance under the stock incentive plan, representing approximately 3.6% dilution based on current outstanding shares (approx. 55.5M shares outstanding per market data).

dilution

Risk Factors

  • Potential dilution from future equity awards under the amended plan, though capped at 2M shares.
  • Cynthia Smith's elevated withheld votes may signal governance concerns to monitor.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
75% bullish (16 analysts)

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-275879
Document: 0001193125-26-275879-index-headers.html0001193125-26-275879
Document: 0001193125-26-275879-index.html0001193125-26-275879
Document: 0001193125-26-275879.txt0001193125-26-275879
16 reports for AGIO
Performance horizon
60% Hit rate @ T+60 3 of 5 directional calls Went positive at some point 4 of 5 best @ T+60▲ +29.63%Apr 29, 2026
Filters
Rows
Reports for AGIO — sortable, filterable
TypeNow
Oct 26, 2026
today
144
NEUTRAL ★ 2/10
$36.85awaiting T+60—$36.85 (−0.00%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 2/10
$37.00awaiting T+60—$36.85 (−0.41%)
Aug 6, 2026
11w ago
Institutional Cluster
MIXED ★ 4/10
$31.95awaiting T+60—$36.85 (+15.34%)
Jul 30, 2026
12w ago
8-K
BULLISH ★ 6/10
$32.75 $37.00▲ +12.98%▲ +10.51%$36.85 (+12.52%)
Jul 30, 2026
12w ago
Press Release
BULLISH ★ 7/10
$32.75 $37.00▲ +12.98%▲ +10.51%$36.85 (+12.52%)
Jul 7, 2026
15w ago
Press Release
BULLISH ★ 7/10
$44.01 $33.25▼ −24.45%▼ −26.44%$36.85 (−16.27%)
Jun 29, 2026
17w ago
Press Release
NEUTRAL ★ 1/10
$38.04 $34.97▼ −8.07%▼ −12.46%$36.85 (−3.13%)
Jun 18, 2026
18w ago
8-K
NEUTRAL ★ 3/10
$35.10 $32.81▼ −6.52%▼ −8.27%$36.85 (+4.99%)
Jun 13, 2026
19w ago
Press Release
MIXED ★ 7/10
$31.82 $34.63▲ +8.83%▲ +7.83%$36.85 (+15.81%)
Jun 1, 2026
21w ago
Press Release
MIXED ★ 6/10
$28.00 $33.90▲ +21.07%▲ +19.84%$36.85 (+31.61%)
Showing 10 of 16

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Report published Jun 18, 2026