Market Cap
$41.6B
ONC
BeOne Medicines Ltd.
$351.90 ▼ -1.91%
Prev close $358.77Market cap$41.6B
ConsensusStrong Buy
12-mo target$433.52 (+23.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)30 New Institutional Positions16 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on ONC right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (92%)
Inst. Holders
50 funds
Inst. Value
$9.2B
Inst. Activity
30 buys / 16 sells
Insider Activity
$0.00 buy / $77.0M sell
Insider Net $
-$77.0M
SEC Reports
19
Price chart 30d -2.7%
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 2, 2026 clinical_trial_readout
T-90d Trial Readout: Zanubrutinib (Phase 3)
Trial: A Study to Evaluate Long-term Safety of Zanubrutinib Regimens in Participants With B-Cell Mal
Sep 28, 2026 Insider
Wang Xiaodong acquired via exercise 403,364 shares
Director
Sep 28, 2026 Insider
Wang Xiaodong sold 738 shares
Director @ $367.23 ($271.0K)
Sep 28, 2026 Insider
Sep 10, 2026 SEC Wang Xiaodong sold 2,047 shares
Director @ $365.85 ($748.9K)
Director Wang Xiaodong executed a large derivative exercise and sold a substantial block of shares totaling ~$13.4M in o
CLUSTER — Impact 3/10
Two ONC insiders (PAO Ball and COO Wu) sold a combined $153K in open-market transactions over a one-week window. The clu
CLUSTER — Impact 2/10
BeOne Medicines filed its STAR Market interim report (H1 2026) in China, disclosing R&D spending breakdown by key produc
8-K — Impact 2/10
Jun 30, 2026 Inst.
FMR LLC — TRIM
2,478,527 shares ($706.3M)
Analyst ratings buy % -2.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
92% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 6, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| Aug 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| Jul 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| Jun 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 3 | 11 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 3 | 11 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 3 | 11 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 3 | 11 | 1 | 0 | 0 | 93% |
Price targets
Where 28 covering analysts think ONC trades over the next 12 months.
$433.52 +23.2% upside Strong Buy
Current$351.91 Low$370.00 Median$434.71 High$528.00 28 analysts
$370.00$528.00
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.
19 SEC filing reports analyzed · 2 bullish, 3 bearish, 0 mixed, 14 neutral · avg impact 3.4/10.
NEUTRALCLUSTER3/10
Director Wang Xiaodong executed a large derivative exercise and sold a substantial block of shares t
Sep 10, 2026
NEUTRALCLUSTER2/10
Two ONC insiders (PAO Ball and COO Wu) sold a combined $153K in open-market transactions over a one-
Sep 4, 2026
NEUTRAL8-K2/10
BeOne Medicines filed its STAR Market interim report (H1 2026) in China, disclosing R&D spending bre
Aug 26, 2026
NEUTRALCLUSTER4/10
CEO John Oyler sold $46.3M of stock over two days (Aug 11-12) following a strong Q2 earnings beat th
Aug 14, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
Clinical Trial
A Study to Evaluate Long-term Safety of Zanubrutinib Regimens in Participants With B-Cell Malignancies Who Participated in BeiGene Parent Studies of Zanubrutinib
Phase Phase 3 — ACTIVE_NOT_RECRUITING
Oct 2, 2026
clinical_trial_readout
T-90d Trial Readout: Zanubrutinib (Phase 3)
Trial: A Study to Evaluate Long-term Safety of Zanubrutinib Regimens in Participants With B-Cell Malignancies Who Participated in BeiGene Parent Studi
Aug 11, 2026
Clinical Trial
Study of Tislelizumab, Pamiparib, and Other Investigational Agents in Participants With Advanced Malignancies
Phase Phase 3 — COMPLETED
Aug 11, 2026
clinical_trial_readout
Results Pending: Tislelizumab (Phase 3) — Completed 80d ago
Trial: Study of Tislelizumab, Pamiparib, and Other Investigational Agents in Participants With Advanced Malignancies Sponsor: BeOne Medicines Phase: P
Aug 11, 2026
ftd
FTD: ONC — 1,541 shares ($0.6M) failed to deliver
Settlement: 20260811, Price: $359.00, FTD Value: $553,219, BEONE MEDICINES LTD. AMERICAN
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 | $1.85 | $1.56–$2.24 | 70.1% | +1.9% | 7↑ 3↓ | $1.8B | 12 |
| Next Q | $1.55 | $0.87–$1.91 | 167.7% | +1.5% | 7↑ 3↓ | $1.8B | 12 |
| Current FY | $7.62 | $6.52–$8.83 | 201.3% | +0.3% | 12↑ 2↓ | $6.8B | 17 |
| Next FY | $10.25 | $6.39–$15.24 | 34.4% | -0.3% | 10↑ 6↓ | $7.8B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.854 | — |
| 7d ago | $1.819 | +0.035 |
| 30d ago | $1.819 | +0.035 |
| 60d ago | $1.737 | +0.118 |
| 90d ago | $1.721 | +0.133 |
Institutional ownership
Which big funds own ONC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.2B total value (32,211,996 shares) as of 2026-Q2. Top holders: BAKER, PRIMECAP, Capital. Net buying activity: 30 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 8,801,567 | $2.5B | 27.3% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 5,007,931 | $1.4B | 15.5% | — |
| Capital International Investors | 4,210,221 | $1.2B | 13.1% | — |
| FMR LLC | 2,478,527 | $706.3M | 7.7% | TRIM -32.9% |
| Capital World Investors | 2,249,582 | $641.1M | 7.0% | ADD +38.6% |
| CITADEL ADVISORS LLC | 1,425,517 | $406.2M | 4.4% | ADD +38.1% |
| Temasek Holdings (Private) Ltd | 845,729 | $241.0M | 2.6% | — |
| BlackRock, Inc. | 694,618 | $197.9M | 2.2% | — |
| MILLENNIUM MANAGEMENT LLC | 543,323 | $154.8M | 1.7% | DOUBLED +165.2% |
| MORGAN STANLEY | 497,437 | $141.8M | 1.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 3,693,610 | 2,478,527 | -32.9% | $706.3M |
| Capital World Investors | ADD | 1,622,687 | 2,249,582 | +38.6% | $641.1M |
| CITADEL ADVISORS LLC | ADD | 1,032,298 | 1,425,517 | +38.1% | $406.2M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 204,846 | 543,323 | +165.2% | $154.8M |
| Man Group plc | ADD | 241,922 | 307,463 | +27.1% | $87.6M |
| UBS Group AG | TRIM | 415,330 | 258,589 | -37.7% | $73.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 110,586 | 249,758 | +125.8% | $71.2M |
| M&G Plc | ADD | 138,163 | 223,445 | +61.7% | $63.7M |
| JPMORGAN CHASE & CO | DOUBLED | 77,538 | 188,405 | +143.0% | $54.6M |
| GOLDMAN SACHS GROUP INC | ADD | 96,677 | 157,701 | +63.1% | $44.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 50 transactions. Net -$77.0M — $0.00 bought, $77.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Wang Xiaodong | Director | EXERCISE | 403,364 | — | — |
| Sep 28, 2026 | Wang Xiaodong | Director | SELL | 738 | $367.23 | $271.0K |
| Sep 28, 2026 | Wang Xiaodong | Director | SELL | 2,047 | $365.85 | $748.9K |
| Sep 28, 2026 | Wang Xiaodong | Director | SELL | 14,525 | $366.58 | $5.3M |
| Sep 28, 2026 | Wang Xiaodong | Director | SELL | 4,239 | $362.17 | $1.5M |
| Sep 28, 2026 | Wang Xiaodong | Director | SELL | 2,241 | $361.05 | $809.1K |
| Sep 28, 2026 | Wang Xiaodong | Director | SELL | 120 | $358.71 | $43.0K |
| Sep 28, 2026 | Wang Xiaodong | Director | EXERCISE | 31,028 | $36.90 | $1.1M |
| Sep 28, 2026 | Wang Xiaodong | Director | SELL | 3,419 | $364.07 | $1.2M |
| Sep 28, 2026 | Wang Xiaodong | Director | SELL | 160 | $356.97 | $57.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ONC.
Shares short
1,707,474
Settlement Sep 15, 2026
Change vs prior
+20.0%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈1.5%
Estimate — not % of float
All ONC filing & press-release reports (19)
- CLUSTER reportSep 10, 2026
- CLUSTER reportSep 4, 2026
- 8-K reportAug 26, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 12, 2026
- 144 reportAug 11, 2026
- CLUSTER reportAug 6, 2026
- 8-K reportAug 5, 2026
- CLUSTER reportJul 25, 2026
- CLUSTER reportJul 18, 2026
- CLUSTER reportJul 15, 2026
- 144 reportJun 24, 2026
- CLUSTER reportJun 15, 2026
- CLUSTER reportJun 15, 2026
- CLUSTER reportJun 15, 2026
- 144 reportJun 11, 2026
- CLUSTER reportJun 10, 2026
- CLUSTER reportMay 27, 2026
- 8-K reportFeb 26, 2026