Market Cap
$2.5B
IRON
Disc Medicine, Inc.
$64.15 ▲ +0.86%
Prev close $63.61Market cap$2.5B
ConsensusStrong Buy
12-mo target$103.17 (+60.8%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)18 New Institutional Positions11 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on IRON right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$1.8B
Inst. Activity
18 buys / 11 sells
Insider Activity
$0.00 buy / $13.6M sell
Insider Net $
-$13.6M
Social Sentiment
64° Warm
SEC Reports
16
Press Releases
4
Price chart 30d -19.9%
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 26, 2026 other
Rosen Law Firm Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON
NEW YORK, Sept. 26, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, continue
Sep 15, 2026 Insider
Quisel John D acquired via exercise 36,000 shares
Chief Executive Officer @ $1.01 ($36.4K)
Sep 11, 2026 Insider
Bitterman Kevin acquired via exercise 10,000 shares
Director @ $38.85 ($388.5K)
Sep 11, 2026 Insider
Sep 10, 2026 SEC Bitterman Kevin acquired via exercise 10,000 shares
Director @ $50.86 ($508.6K)
Disc Medicine announced positive initial Phase 2 data for DISC-3405 in polycythemia vera (PV) at the SOHO conference. Th
8-K — Impact 7/10
Disc Medicine presented positive initial Phase 2 data for DISC-3405 in polycythemia vera (PV) at SOHO 2026, showing sign
Impact 7/10
Director Kevin Bitterman sold ~$4.4M of IRON stock in a concentrated 7-day cluster, while COO Jonathan Yu sold $731K. Th
CLUSTER — Impact 5/10
Atlas Venture Fund XII, L.P., a venture capital insider, filed a Form 144 notice of intent to sell 513 shares of Disc Me
144 — Impact 2/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
95% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 10, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Sep 2, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Aug 6, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Jun 16, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 10, 2026 | Wedbush | REITERATE | Outperform | 57% |
| May 14, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% |
Price targets
Where 12 covering analysts think IRON trades over the next 12 months.
$103.17 +60.8% upside Strong Buy
Current$64.16 Low$83.00 Median$100.00 High$128.00 12 analysts
$83.00$128.00
Analyst rating Strong Buy· 1.1/5 as of Oct 2, 2026
Social media sentiment mood +3.4%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
64°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 3 bullish, 3 bearish, 0 mixed, 10 neutral · avg impact 4.4/10.Plus 4 press releases.
BULLISH8-K7/10
Disc Medicine announced positive initial Phase 2 data for DISC-3405 in polycythemia vera (PV) at the
Sep 10, 2026
BEARISHCLUSTER5/10
Director Kevin Bitterman sold ~$4.4M of IRON stock in a concentrated 7-day cluster, while COO Jonath
Sep 3, 2026
NEUTRAL1442/10
Atlas Venture Fund XII, L.P., a venture capital insider, filed a Form 144 notice of intent to sell 5
Sep 2, 2026
NEUTRALCLUSTER3/10
Two C-suite insiders at Disc Medicine (IRON) sold a total of $681K in open-market sales over a one-w
Aug 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 26, 2026
other
Rosen Law Firm Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON
NEW YORK, Sept. 26, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on be
Sep 21, 2026
other
Rosen Law Firm Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON
NEW YORK, Sept. 21, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims
Sep 17, 2026
other
Rosen Law Firm Encourages Disc Medicine, Inc. Investors with Losses in Excess of $100K to Inquire About Securities Class Action Investigation - IRON
NEW YORK, Sept. 16, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on be
Sep 14, 2026
ftd
FTD: IRON — 11,956 shares ($0.8M) failed to deliver
Settlement: 20260914, Price: $70.06, FTD Value: $837,637.36, DISC MEDICINE INC COM(DE)
Sep 11, 2026
other
Rosen Law Firm Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON
NEW YORK, Sept. 11, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on be
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 | $-1.71 | $-1.93–$-1.47 | 3.3% | +1.6% | 6↑ 2↓ | $0.0B | 9 |
| Next Q | $-1.74 | $-2.13–$-1.40 | -7.2% | +4.2% | 6↑ 3↓ | $0.0B | 9 |
| Current FY | $-6.56 | $-7.24–$-5.40 | -9.2% | +1.7% | 8↑ 0↓ | $0.0B | 9 |
| Next FY | $-7.08 | $-8.42–$-5.86 | -7.9% | +2.5% | 6↑ 2↓ | $0.0B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.712 | — |
| 7d ago | $-1.740 | +0.028 |
| 30d ago | $-1.740 | +0.028 |
| 60d ago | $-1.858 | +0.146 |
| 90d ago | $-1.858 | +0.146 |
Institutional ownership
Which big funds own IRON (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.8B total value (24,898,174 shares) as of 2026-Q2. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 18 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 4,894,473 | $358.0M | 19.6% | — |
| BlackRock, Inc. | 2,467,899 | $180.5M | 9.9% | — |
| RA CAPITAL MANAGEMENT, L.P. | 2,450,221 | $179.2M | 9.8% | — |
| JPMORGAN CHASE & CO | 1,875,795 | $139.9M | 7.7% | ADD +36.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,741,351 | $127.4M | 7.0% | — |
| STATE STREET CORP | 1,648,836 | $120.6M | 6.6% | ADD +43.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,369,027 | $100.1M | 5.5% | — |
| Woodline Partners LP | 958,281 | $70.1M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 789,724 | $57.8M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 1,371,480 | 1,875,795 | +36.8% | $139.9M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 394,447 | 569,018 | +44.3% | $41.6M |
| JENNISON ASSOCIATES LLC | TRIM | 610,382 | 439,520 | -28.0% | $32.1M |
| Assenagon Asset Management S.A. | TRIM | 546,247 | 384,158 | -29.7% | $28.1M |
| CITADEL ADVISORS LLC | DOUBLED | 97,930 | 209,308 | +113.7% | $15.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 127,737 | 184,695 | +44.6% | $13.5M |
| Ensign Peak Advisors, Inc | TRIM | 191,487 | 122,111 | -36.2% | $8.9M |
| MILLENNIUM MANAGEMENT LLC | ADD | 83,259 | 106,248 | +27.6% | $7.8M |
| GOLDMAN SACHS GROUP INC | NEAR_EXIT | 639,842 | 97,383 | -84.8% | $7.1M |
| RAYMOND JAMES FINANCIAL INC | ADD | 44,700 | 77,980 | +74.5% | $5.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$13.6M — $0.00 bought, $13.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Quisel John D | Chief Executive Officer | EXERCISE | 36,000 | $1.01 | $36.4K |
| Sep 11, 2026 | Bitterman Kevin | Director | EXERCISE | 10,000 | $38.85 | $388.5K |
| Sep 11, 2026 | Bitterman Kevin | Director | EXERCISE | 10,000 | $50.86 | $508.6K |
| Sep 11, 2026 | Bitterman Kevin | Director | EXERCISE | 7,136 | $45.69 | $326.0K |
| Sep 11, 2026 | Bitterman Kevin | Director | SELL | 27,136 | $70.11 | $1.9M |
| Sep 4, 2026 | Bitterman Kevin | Director | SELL | 912 | $79.96 | $72.9K |
| Sep 4, 2026 | Bitterman Kevin | Director | SELL | 759 | $79.96 | $60.7K |
| Sep 4, 2026 | Bitterman Kevin | Director | SELL | 18 | $79.96 | $1.4K |
| Sep 3, 2026 | Bitterman Kevin | Director | SELL | 54 | $79.98 | $4.3K |
| Sep 3, 2026 | Bitterman Kevin | Director | SELL | 2,810 | $79.98 | $224.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IRON.
Shares short
7,207,702
Settlement Sep 15, 2026
Change vs prior
-2.1%
Semi-monthly cycle
Days to cover
13.6
At avg daily volume
Of shares outstanding
≈18.8%
Estimate — not % of float
All IRON filing & press-release reports (20)
- 8-K reportSep 10, 2026
- PRESS-RELEASE reportSep 10, 2026
- CLUSTER reportSep 3, 2026
- 144 reportSep 2, 2026
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 18, 2026
- CLUSTER reportAug 15, 2026
- PRESS-RELEASE reportJul 30, 2026
- 8-K reportJul 30, 2026
- CLUSTER reportJul 14, 2026
- 8-K reportJul 3, 2026
- CLUSTER reportJun 30, 2026
- 144 reportJun 19, 2026
- PRESS-RELEASE reportJun 12, 2026
- PRESS-RELEASE reportJun 9, 2026
- PRESS-RELEASE reportJun 1, 2026
- PRESS-RELEASE reportMay 5, 2026
- 8-K reportMay 5, 2026
- CLUSTER reportApr 15, 2026
- 8-K reportFeb 26, 2026