Market Cap
$448.5M
AGEN
AGENUS INC
$8.18 ▼ -1.80%
Prev close $8.33Market cap$448.5M
ConsensusStrong Buy
12-mo target$26.33 (+221.9%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)21 New Institutional Positions8 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on AGEN right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (88%)
Inst. Holders
50 funds
Inst. Value
$37.6M
Inst. Activity
21 buys / 8 sells
SEC Reports
9
Price chart 30d +1.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Aug 13, 2026 SEC Short Volume: AGEN — 59.9% short (0.4M / 0.6M)
Short: 366,660 | Exempt: 1,402 | TRF Vol: 612,569 | Short Ratio: 59.9% | Off-exchange volume (dark p
Agenus granted Chairman/CEO Garo Armen a one-time performance-based stock option award of 1,971,500 options with a $7.78
8-K — Impact 2/10
Five institutional investors, led by BlackRock and Geode, doubled their AGEN positions in Q2 2026, adding a net $8.9M to
INST-CLUSTER — Impact 4/10
Aug 10, 2026 Insider
Aug 7, 2026 SEC ARMEN GARO H was granted 1,971,500 shares
See Remarks
Agenus filed a resale registration statement on Form S-3 to register up to 77,976,718 shares of common stock held by sel
S-3 — Impact 7/10
Aug 5, 2026 Insider
Marcucci Marco Tullio was granted 7,500 shares
Director
Aug 5, 2026 Insider
Hirsch Susan B was granted 50,000 shares
Director
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
2,564,884 shares ($7.8M)
Analyst ratings buy % +12.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
88% rate it Buy or better · 8 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Rodman & Renshaw | INITIATE | Buy | 39% |
| Sep 18, 2026 | Chardan Capital | INITIATE | Buy | 49% |
| Aug 11, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Jul 30, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 13, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Aug 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jul 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jun 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| May 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% |
Price targets
Where 3 covering analysts think AGEN trades over the next 12 months.
$26.33 +221.9% upside Strong Buy
Current$8.18 Low$14.00 Median$25.00 High$40.00 3 analysts
$14.00$40.00
Analyst rating Strong Buy· 1.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 4 bearish, 1 mixed, 3 neutral · avg impact 5.2/10.
NEUTRAL8-K2/10
Agenus granted Chairman/CEO Garo Armen a one-time performance-based stock option award of 1,971,500
Aug 13, 2026
MIXEDINST-CLUSTER4/10
Five institutional investors, led by BlackRock and Geode, doubled their AGEN positions in Q2 2026, a
Aug 12, 2026
BEARISHS-37/10
Agenus filed a resale registration statement on Form S-3 to register up to 77,976,718 shares of comm
Aug 7, 2026
NEUTRAL8-K5/10
Agenus reported Q2 2026 total revenue of $34.5M (up 34% YoY from $25.7M), driven by $6.4M in pre-com
Aug 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: AGEN — 59.9% short (0.4M / 0.6M)
Short: 366,660 | Exempt: 1,402 | TRF Vol: 612,569 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: AGEN — 61.2% short (0.4M / 0.7M)
Short: 433,998 | Exempt: 622 | TRF Vol: 708,916 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: AGEN — 61.7% short (0.8M / 1.3M)
Short: 799,818 | Exempt: 550 | TRF Vol: 1,295,642 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: AGEN — 61.4% short (0.4M / 0.6M)
Short: 366,083 | Exempt: 9,760 | TRF Vol: 596,500 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
Clinical Trial
Vorbipiprant (CR6086) / Balstilimab (AGEN2034) Combination in Stage IV Refractory pMMR - MSS CRC, and Other Metastatic GI Cancers
Phase Phase 2 — ACTIVE_NOT_RECRUITING
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.04 | $0.04–$0.04 | 103.4% | +0.0% | 0↑ 1↓ | $0.0B | 1 |
| Next Q | $0.04 | $0.04–$0.04 | -94.1% | +0.0% | 0↑ 1↓ | $0.0B | 1 |
| Current FY | $0.50 | $0.50–$0.50 | 119.9% | -74.4% | 1↑ 0↓ | $0.1B | 1 |
| Next FY | $-0.11 | $-0.11–$-0.11 | -122.0% | -83.3% | 1↑ 0↓ | $0.1B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.040 | — |
| 7d ago | $0.040 | — |
| 30d ago | $0.040 | — |
| 60d ago | $0.900 | -0.860 |
| 90d ago | $0.900 | -0.860 |
Institutional ownership
Which big funds own AGEN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $37.6M total value (12,285,278 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 21 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,564,884 | $7.8M | 20.9% | DOUBLED +370.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,676,096 | $5.1M | 13.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,427,587 | $4.4M | 11.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,035,040 | $3.2M | 8.4% | DOUBLED +197.1% |
| MACKENZIE FINANCIAL CORP | 714,175 | $2.2M | 5.8% | — |
| GOLDMAN SACHS GROUP INC | 448,383 | $1.4M | 3.6% | DOUBLED +1325.5% |
| MARSHALL WACE, LLP | 439,621 | $1.3M | 3.6% | TRIM -36.1% |
| RAYMOND JAMES FINANCIAL INC | 430,078 | $1.3M | 3.5% | ADD +79.5% |
| STATE STREET CORP | 412,383 | $1.3M | 3.4% | DOUBLED +164.0% |
| Man Group plc | 340,425 | $1.0M | 2.8% | DOUBLED +144.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 545,662 | 2,564,884 | +370.0% | $7.8M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 348,395 | 1,035,040 | +197.1% | $3.2M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 31,454 | 448,383 | +1325.5% | $1.4M |
| MARSHALL WACE, LLP | TRIM | 688,203 | 439,621 | -36.1% | $1.3M |
| RAYMOND JAMES FINANCIAL INC | ADD | 239,554 | 430,078 | +79.5% | $1.3M |
| STATE STREET CORP | DOUBLED | 156,183 | 412,383 | +164.0% | $1.3M |
| NORTHERN TRUST CORP | DOUBLED | 89,720 | 314,052 | +250.0% | $961.0K |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 198,502 | 310,035 | +56.2% | $948.7K |
| VANGUARD FIDUCIARY TRUST CO | ADD | 200,498 | 271,614 | +35.5% | $831.1K |
| Jump Financial, LLC | TRIM | 157,200 | 103,981 | -33.9% | $318.2K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 37 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | ARMEN GARO H | See Remarks | AWARD | 1,971,500 | — | — |
| Aug 5, 2026 | Marcucci Marco Tullio | Director | AWARD | 7,500 | — | — |
| Aug 5, 2026 | Hirsch Susan B | Director | AWARD | 50,000 | — | — |
| Aug 5, 2026 | Buell Jennifer | See Remarks | AWARD | 200,000 | — | — |
| Aug 5, 2026 | O'Day Steven J | Chief Medical Officer | AWARD | 100,000 | — | — |
| Aug 5, 2026 | Wright Timothy | Director | AWARD | 50,000 | — | — |
| Aug 5, 2026 | HARRISON THOMAS L | Director | AWARD | 50,000 | — | — |
| Aug 5, 2026 | Corvese Brian | Director | AWARD | 100,000 | — | — |
| Jul 10, 2026 | ARMEN GARO H | See Remarks | AWARD | 4,852 | $3.35 | $16.3K |
| Jul 1, 2026 | Wright Timothy | Director | AWARD | 2,267.765 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AGEN.
Shares short
6,803,686
Settlement Sep 15, 2026
Change vs prior
+1.7%
Semi-monthly cycle
Days to cover
7.7
At avg daily volume
Of shares outstanding
≈15.1%
Estimate — not % of float
All AGEN filing & press-release reports (9)
- 8-K reportAug 13, 2026
- INST-CLUSTER reportAug 12, 2026
- S-3 reportAug 7, 2026
- 8-K reportAug 6, 2026
- S-3 reportJul 20, 2026
- 8-K reportJul 13, 2026
- COURT-RULING reportJun 8, 2026
- DEFA14A reportMay 13, 2026
- 8-K reportMay 11, 2026