Market Cap
$9.3B
KYMR
Kymera Therapeutics, Inc.
$107.65 ▼ -2.24%
Prev close $110.12Market cap$9.3B
ConsensusStrong Buy
12-mo target$138.64 (+28.8%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (5 insiders)29 New Institutional Positions8 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on KYMR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (87%)
Inst. Holders
50 funds
Inst. Value
$7.6B
Inst. Activity
29 buys / 8 sells
Insider Activity
$0.00 buy / $39.5M sell
Insider Net $
-$39.5M
SEC Reports
20
Press Releases
4
Price chart 30d -9.3%
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.
Oct 1, 2026 Insider
Mainolfi Nello sold 7,601 shares
Chief Executive Officer @ $114.43 ($869.8K)
Oct 1, 2026 Insider
Mainolfi Nello sold 8,230 shares
Chief Executive Officer @ $115.40 ($949.7K)
Oct 1, 2026 Insider
Mainolfi Nello sold 5,506 shares
Chief Executive Officer @ $112.42 ($619.0K)
Sep 30, 2026 other
Aug 5, 2026 SEC Kuehn Law Encourages Investors of Kymera Therapeutics, Inc. to Contact Law Firm
NEW YORK, Sept. 30, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is inve
Kymera Therapeutics reported Q2 2026 collaboration revenue of $65.0M (well above $32.8M consensus) and EPS of -$0.62 (be
8-K — Impact 6/10
CEO Nello Mainolfi sold $5.95M of KYMR stock at ~$119/share on July 7, 2026, following derivative exercises. CFO Bruce J
CLUSTER — Impact 5/10
Atlas Venture Fund X, L.P., a venture capital firm and early investor in Kymera Therapeutics, filed a Form 144 notice of
144 — Impact 2/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
1,187,333 shares ($136.2M)
Analyst ratings buy % -10.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Sep 14, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 10, 2026 | Wolfe Research | UPGRADE | Outperform | 52% |
| Aug 31, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 27, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | Deutsche Bank | INITIATE | Hold | 58% |
| Jul 28, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 16, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 13, 2026 | RBC Capital | DOWNGRADE | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 16 | 4 | 0 | 0 | 87% | |
| Aug 1, 2026 | 10 | 16 | 4 | 0 | 0 | 87% | |
| Jul 1, 2026 | 10 | 17 | 2 | 0 | 0 | 93% | |
| Jun 1, 2026 | 11 | 17 | 2 | 0 | 0 | 93% | |
| May 1, 2026 | 11 | 16 | 2 | 0 | 0 | 93% | |
| Apr 1, 2026 | 11 | 16 | 2 | 0 | 0 | 93% | |
| Mar 1, 2026 | 11 | 16 | 2 | 0 | 0 | 93% | |
| Feb 1, 2026 | 11 | 16 | 2 | 0 | 0 | 93% |
Price targets
Where 22 covering analysts think KYMR trades over the next 12 months.
$138.64 +28.8% upside Strong Buy
Current$107.66 Low$111.00 Median$135.50 High$180.00 22 analysts
$111.00$180.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 8 bearish, 1 mixed, 10 neutral · avg impact 4.0/10.Plus 4 press releases.
BULLISH8-K6/10
Kymera Therapeutics reported Q2 2026 collaboration revenue of $65.0M (well above $32.8M consensus) a
Aug 5, 2026
BEARISHCLUSTER5/10
CEO Nello Mainolfi sold $5.95M of KYMR stock at ~$119/share on July 7, 2026, following derivative ex
Jul 8, 2026
NEUTRAL1442/10
Atlas Venture Fund X, L.P., a venture capital firm and early investor in Kymera Therapeutics, filed
Jul 3, 2026
BEARISH1446/10
Atlas Venture Fund X, L.P. and Atlas Venture Opportunity Fund I, L.P. filed paired Form 144 notices
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
other
Kuehn Law Encourages Investors of Kymera Therapeutics, Inc. to Contact Law Firm
NEW YORK, Sept. 30, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors o
Sep 11, 2026
ftd
FTD: KYMR — 10,096 shares ($1.2M) failed to deliver
Settlement: 20260911, Price: $117.00, FTD Value: $1,181,232, KYMERA THERAPEUTICS INC COM
Aug 5, 2026
earnings
Kymera Therapeutics Announces Second Quarter 2026 Financial Results and Provides a Business Update
Enrollment completed in KT-621 (STAT6) BROADEN2 Phase 2b AD trial nearly six months ahead of anticipated timeline, with data expected by year-end 2026
Aug 5, 2026
earnings_calendar
KYMR Q2 2026 Earnings Scheduled — 2026-08-05
Jul 31, 2026
earnings_calendar
KYMR Q2 2026 Earnings Scheduled — 2026-07-31
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 | $-1.26 | $-1.47–$-1.04 | -34.2% | -1.9% | 2↑ 11↓ | $0.0B | 20 |
| Next Q | $-1.27 | $-1.52–$-0.99 | -30.1% | -1.5% | 2↑ 11↓ | $0.0B | 19 |
| Current FY | $-3.84 | $-4.29–$-3.13 | -4.0% | -1.4% | 3↑ 11↓ | $0.1B | 20 |
| Next FY | $-5.10 | $-7.55–$-3.54 | -32.8% | -3.3% | 2↑ 12↓ | $0.0B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.261 | — |
| 7d ago | $-1.250 | -0.011 |
| 30d ago | $-1.237 | -0.024 |
| 60d ago | $-1.027 | -0.235 |
| 90d ago | $-1.026 | -0.235 |
Institutional ownership
Which big funds own KYMR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.6B total value (66,392,852 shares) as of 2026-Q2. Top holders: NOMURA, FMR, BAKER. Net buying activity: 29 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 12,349,256 | $1.4B | 18.7% | ADD +31.0% |
| BAKER BROS. ADVISORS LP | 8,657,242 | $992.7M | 13.1% | — |
| Avoro Capital Advisors LLC | 7,474,747 | $857.1M | 11.3% | — |
| BlackRock, Inc. | 5,538,210 | $635.1M | 8.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,675,028 | $421.4M | 5.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,992,193 | $343.1M | 4.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,932,378 | $336.3M | 4.4% | — |
| STATE STREET CORP | 2,737,226 | $313.9M | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,816,331 | $208.3M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 888,409 | 1,187,333 | +33.6% | $136.2M |
| NORGES BANK | NEW | — | 757,246 | — | $86.8M |
| FEDERATED HERMES, INC. | ADD | 536,680 | 749,398 | +39.6% | $85.9M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 592,879 | 745,152 | +25.7% | $85.4M |
| Woodline Partners LP | DOUBLED | 203,585 | 500,868 | +146.0% | $57.4M |
| BANK OF AMERICA CORP /DE/ | ADD | 289,416 | 378,286 | +30.7% | $43.4M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 285,871 | 375,868 | +31.5% | $43.1M |
| Clearbridge Investments, LLC | NEW | — | 347,221 | — | $39.8M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 198,808 | 269,914 | +35.8% | $31.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 335,000 | 200,000 | -40.3% | $22.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$39.5M — $0.00 bought, $39.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Mainolfi Nello | Chief Executive Officer | SELL | 7,601 | $114.43 | $869.8K |
| Oct 1, 2026 | Mainolfi Nello | Chief Executive Officer | SELL | 8,230 | $115.40 | $949.7K |
| Oct 1, 2026 | Mainolfi Nello | Chief Executive Officer | SELL | 5,506 | $112.42 | $619.0K |
| Oct 1, 2026 | Mainolfi Nello | Chief Executive Officer | SELL | 3,525 | $111.44 | $392.8K |
| Oct 1, 2026 | Mainolfi Nello | Chief Executive Officer | EXERCISE | 30,000 | $2.08 | $62.4K |
| Oct 1, 2026 | Mainolfi Nello | Chief Executive Officer | SELL | 4,876 | $113.24 | $552.2K |
| Oct 1, 2026 | Mainolfi Nello | Chief Executive Officer | SELL | 262 | $116.12 | $30.4K |
| Sep 4, 2026 | Adams Brian | Chief Legal Officer | SELL | 1,209 | $115.55 | $139.7K |
| Sep 4, 2026 | Adams Brian | Chief Legal Officer | SELL | 3,025 | $116.81 | $353.4K |
| Sep 4, 2026 | Adams Brian | Chief Legal Officer | SELL | 2,137 | $117.57 | $251.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KYMR.
Shares short
10,530,809
Settlement Sep 15, 2026
Change vs prior
+1.5%
Semi-monthly cycle
Days to cover
16.1
At avg daily volume
Of shares outstanding
≈12.7%
Estimate — not % of float
All KYMR filing & press-release reports (30)
- 8-K reportAug 5, 2026
- CLUSTER reportJul 8, 2026
- 144 reportJul 3, 2026
- 144 reportJul 3, 2026
- 144 reportJul 3, 2026
- 144 reportJul 3, 2026
- CLUSTER reportJul 3, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 26, 2026
- 144 reportJun 26, 2026
- CLUSTER reportJun 23, 2026
- 144 reportJun 17, 2026
- PRESS-RELEASE reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportJun 8, 2026
- 144 reportMay 26, 2026
- PRESS-RELEASE reportMay 15, 2026
- 144 reportMay 11, 2026
- CLUSTER reportApr 24, 2026
- PRESS-RELEASE reportApr 23, 2026
- CLUSTER reportApr 16, 2026
- 144 reportApr 15, 2026
- 144 reportApr 15, 2026
- 144 reportApr 1, 2026
- 144 reportApr 1, 2026
- PRESS-RELEASE reportMar 28, 2026
- CLUSTER reportMar 25, 2026
- 8-K reportFeb 26, 2026
- 8-K reportFeb 26, 2026