Market Cap
$5.5B
ORKA
Oruka Therapeutics, Inc.
$84.07 ▲ +0.79%
Prev close $83.42Market cap$5.5B
ConsensusStrong Buy
12-mo target$155.00 (+84.4%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)45 New Institutional Positions5 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on ORKA right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$4.5B
Inst. Activity
45 buys / 5 sells
Insider Activity
$0.00 buy / $17.6M sell
Insider Net $
-$17.6M
Social Sentiment
60° Warm
SEC Reports
20
Press Releases
3
Price chart 30d -8.2%
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
Short Volume: ORKA — 56.4% short (0.3M / 0.5M)
Short: 290,720 | Exempt: 63,778 | TRF Vol: 515,596 | Short Ratio: 56.4% | Off-exchange volume (dark
Sep 21, 2026 Insider
Agarwal Arjun sold 533 shares
Senior Vice President, Finance @ $95.75 ($51.0K)
Sep 21, 2026 Insider
Quinlan Paul T sold 601 shares
General Counsel @ $94.44 ($56.8K)
Sep 21, 2026 Insider
Sep 15, 2026 SEC Quinlan Paul T sold 2,900 shares
General Counsel @ $92.37 ($267.9K)
Three Oruka insiders (CEO, COO, SVP Finance) sold a combined $375,574.92 in open-market sales on 2026-09-15. The cluster
CLUSTER — Impact 3/10
Oruka Therapeutics CEO Lawrence Klein and COO Laura Sandler sold a combined $5.94M in open-market stock on September 1,
CLUSTER — Impact 4/10
Oruka Therapeutics' S-3 shelf registration (File No. 333-298488) became effective on August 27, 2026. This allows the co
EFFECT — Impact 6/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
4,990,181 shares ($474.9M)
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 · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Sep 24, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Sep 3, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Aug 11, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 11, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Aug 11, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 3, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Jul 13, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 1, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jun 23, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 10 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 9 | 10 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 9 | 10 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 9 | 10 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 9 | 10 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 9 | 10 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 9 | 10 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 9 | 10 | 1 | 0 | 0 | 95% |
Price targets
Where 12 covering analysts think ORKA trades over the next 12 months.
$155.00 +84.4% upside Strong Buy
Current$84.08 Low$117.00 Median$155.50 High$200.00 12 analysts
$117.00$200.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 5 bullish, 3 bearish, 0 mixed, 12 neutral · avg impact 4.3/10.Plus 3 press releases.
NEUTRALCLUSTER3/10
Three Oruka insiders (CEO, COO, SVP Finance) sold a combined $375,574.92 in open-market sales on 202
Sep 15, 2026
BEARISHCLUSTER4/10
Oruka Therapeutics CEO Lawrence Klein and COO Laura Sandler sold a combined $5.94M in open-market st
Sep 1, 2026
BEARISHEFFECT6/10
Oruka Therapeutics' S-3 shelf registration (File No. 333-298488) became effective on August 27, 2026
Aug 28, 2026
NEUTRALCLUSTER2/10
Two senior insiders at Oruka Therapeutics (CMO and General Counsel) executed large-derivative exerci
Aug 17, 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: ORKA — 56.4% short (0.3M / 0.5M)
Short: 290,720 | Exempt: 63,778 | TRF Vol: 515,596 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
other
Oruka Therapeutics Announces Positive Week 28 Data for ORKA-001 from the Ongoing EVERLAST-A Trial Showing Deepening of Responses Without Additional Dosing
PASI 100 increased to 71.4% and PASI 90 increased to 87.3%, despite no dosing after Week 4
Sep 23, 2026
short_volume
Short Volume: ORKA — 70.0% short (0.8M / 1.1M)
Short: 763,596 | Exempt: 2,531 | TRF Vol: 1,090,715 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
other
Oruka Therapeutics to Attend the 2026 Morgan Stanley Global Healthcare Conference
MENLO PARK, Calif., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Oruka Therapeutics, Inc. (“Oruka”) (Nasdaq: ORKA), a clinical-stage biotechnology company devel
Sep 3, 2026
ftd
FTD: ORKA — 10,927 shares ($1.0M) failed to deliver
Settlement: 20260903, Price: $91.63, FTD Value: $1,001,241.01, ORUKA THERAPEUTICS INC COM
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 | $-0.62 | $-0.79–$-0.41 | -12.4% | -5.5% | 1↑ 7↓ | $0.0B | 9 |
| Next Q | $-0.66 | $-0.86–$-0.40 | -47.3% | -4.4% | 1↑ 8↓ | $0.0B | 9 |
| Current FY | $-2.37 | $-2.90–$-1.83 | -27.9% | -3.7% | 1↑ 8↓ | $0.0B | 9 |
| Next FY | $-2.86 | $-4.09–$-2.19 | -21.0% | -3.2% | 3↑ 6↓ | $0.0B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.618 | — |
| 7d ago | $-0.618 | — |
| 30d ago | $-0.586 | -0.032 |
| 60d ago | $-0.507 | -0.112 |
| 90d ago | $-0.507 | -0.112 |
Institutional ownership
Which big funds own ORKA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.5B total value (46,985,780 shares) as of 2026-Q2. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 45 institutions added/increased vs 5 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 9,057,645 | $862.0M | 19.3% | — |
| BlackRock, Inc. | 4,990,181 | $474.9M | 10.6% | ADD +41.5% |
| Capital World Investors | 3,401,639 | $323.7M | 7.2% | NEW |
| RTW INVESTMENTS, LP | 3,139,030 | $298.7M | 6.7% | ADD +52.5% |
| STATE STREET CORP | 2,673,090 | $254.4M | 5.7% | ADD +65.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,360,971 | $224.7M | 5.0% | ADD +27.0% |
| FRANKLIN RESOURCES INC | 1,621,451 | $154.3M | 3.5% | — |
| RA CAPITAL MANAGEMENT, L.P. | 1,554,597 | $148.0M | 3.3% | NEW |
| VIKING GLOBAL INVESTORS LP | 1,503,478 | $143.1M | 3.2% | TRIM -43.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 3,527,087 | 4,990,181 | +41.5% | $474.9M |
| Capital World Investors | NEW | — | 3,401,639 | — | $323.7M |
| RTW INVESTMENTS, LP | ADD | 2,058,148 | 3,139,030 | +52.5% | $298.7M |
| STATE STREET CORP | ADD | 1,613,461 | 2,673,090 | +65.7% | $254.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 1,859,631 | 2,360,971 | +27.0% | $224.7M |
| RA CAPITAL MANAGEMENT, L.P. | NEW | — | 1,554,597 | — | $148.0M |
| VIKING GLOBAL INVESTORS LP | TRIM | 2,666,690 | 1,503,478 | -43.6% | $143.1M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 954,867 | 1,429,954 | +49.8% | $136.1M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 10,928 | 1,079,015 | +9773.9% | $102.7M |
| Aberdeen Group plc | DOUBLED | 75,680 | 646,943 | +754.8% | $61.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$17.6M — $0.00 bought, $17.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Agarwal Arjun | Senior Vice President, Finance | SELL | 533 | $95.75 | $51.0K |
| Sep 21, 2026 | Quinlan Paul T | General Counsel | SELL | 601 | $94.44 | $56.8K |
| Sep 21, 2026 | Quinlan Paul T | General Counsel | SELL | 2,900 | $92.37 | $267.9K |
| Sep 21, 2026 | Quinlan Paul T | General Counsel | EXERCISE | 10,000 | $7.80 | $78.0K |
| Sep 21, 2026 | Quinlan Paul T | General Counsel | SELL | 3,832 | $93.32 | $357.6K |
| Sep 21, 2026 | Quinlan Paul T | General Counsel | SELL | 2,667 | $95.31 | $254.2K |
| Sep 15, 2026 | Klein Lawrence Otto | Chief Executive Officer | SELL | 2,452 | $95.71 | $234.7K |
| Sep 15, 2026 | Quinlan Paul T | General Counsel | SELL | 1,039 | $95.71 | $99.4K |
| Sep 15, 2026 | Sandler Laura Lee | Chief Operating Officer | SELL | 906 | $95.71 | $86.7K |
| Sep 15, 2026 | Agarwal Arjun | Senior Vice President, Finance | SELL | 560 | $95.71 | $53.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ORKA.
Shares short
7,623,327
Settlement Sep 15, 2026
Change vs prior
-2.2%
Semi-monthly cycle
Days to cover
11.6
At avg daily volume
Of shares outstanding
≈11.5%
Estimate — not % of float
All ORKA filing & press-release reports (26)
- CLUSTER reportSep 15, 2026
- CLUSTER reportSep 1, 2026
- EFFECT reportAug 28, 2026
- CLUSTER reportAug 17, 2026
- PRESS-RELEASE reportAug 10, 2026
- 8-K reportAug 10, 2026
- INST-CLUSTER reportAug 9, 2026
- CLUSTER reportJul 16, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 23, 2026
- CLUSTER reportJun 15, 2026
- CLUSTER reportJun 15, 2026
- CLUSTER reportJun 15, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 1, 2026
- CLUSTER reportMay 22, 2026
- CLUSTER reportMay 18, 2026
- PRESS-RELEASE reportApr 28, 2026
- 424B5 reportApr 27, 2026
- PRESS-RELEASE reportApr 27, 2026
- 8-K reportApr 27, 2026
- DEFA14A reportApr 17, 2026
- 144 reportApr 15, 2026
- EFFECT reportApr 13, 2026
- CLUSTER reportMar 17, 2026
- PRESS-RELEASE reportMar 12, 2026