Market Cap
$2.5B
AXGN
Axogen, Inc.
$37.75 ▼ -5.44%
Prev close $39.92Market cap$2.5B
ConsensusStrong Buy
12-mo target$53.70 (+42.3%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on AXGN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (94%)
Inst. Holders
50 funds
Inst. Value
$1.7B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $6.5M sell
Insider Net $
-$6.5M
SEC Reports
9
Press Releases
2
Price chart 30d -21.8%
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 m_and_a
Sep 10, 2026 SEC Axogen Completes Acquisition of BioCircuit Technologies, Adding NerveTape™, the First FDA Cleared Device for Sutureless Peripheral Nerve Repair
ALACHUA, Fla. and TAMPA, Fla., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Axogen, Inc. (“Axogen” or the “Comp
Axogen is conducting a $208.7M underwritten public offering of 4.91M shares at $42.50/share (a ~10% discount to the $47.
424B5 — Impact 6/10
Axogen announced a $200M cash acquisition of BioCircuit Technologies (NerveTape sutureless nerve repair device) and simu
8-K — Impact 7/10
Axogen priced an underwritten public offering of 4,910,000 shares at $42.50 per share, expected to raise ~$208.7M in gro
Impact 6/10
Axogen acquires BioCircuit Technologies for $200M cash, adding NerveTape, the first FDA-approved sutureless peripheral n
Impact 7/10
Sep 2, 2026 Insider
Aug 13, 2026 SEC TYNDALL JOSEPH A. sold 3,500 shares
Director @ $49.70 ($173.9K)
Two Axogen directors sold a combined $1.29M in open-market sales within a 5-day window, representing ~0.05% of the $2.6B
CLUSTER — Impact 3/10
Aug 11, 2026 Insider
Wendell Amy McBride acquired via exercise 13,353 shares
Director @ $14.85 ($198.3K)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
94% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 25, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Aug 26, 2026 | Truist Securities | INITIATE | Buy | 55% |
| Jul 30, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 30, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 30, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Apr 29, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Apr 29, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Apr 29, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| May 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 4 | 12 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 4 | 11 | 1 | 0 | 0 | 94% |
Price targets
Where 10 covering analysts think AXGN trades over the next 12 months.
$53.70 +42.3% upside Strong Buy
Current$37.75 Low$48.00 Median$54.00 High$58.00 10 analysts
$48.00$58.00
Analyst rating Strong Buy· 1.2/5 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 · 2 bullish, 0 bearish, 4 mixed, 3 neutral · avg impact 4.6/10.Plus 2 press releases.
MIXED424B56/10
Axogen is conducting a $208.7M underwritten public offering of 4.91M shares at $42.50/share (a ~10%
Sep 10, 2026
BULLISH8-K7/10
Axogen announced a $200M cash acquisition of BioCircuit Technologies (NerveTape sutureless nerve rep
Sep 10, 2026
NEUTRALCLUSTER3/10
Two Axogen directors sold a combined $1.29M in open-market sales within a 5-day window, representing
Aug 13, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in AXGN for Q2 2026 shows six buyers accumulating $87.1M in new positi
Aug 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
m_and_a
Axogen Completes Acquisition of BioCircuit Technologies, Adding NerveTape™, the First FDA Cleared Device for Sutureless Peripheral Nerve Repair
ALACHUA, Fla. and TAMPA, Fla., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Axogen, Inc. (“Axogen” or the “Company”) (Nasdaq: AXGN), a global leader in developin
Sep 16, 2026
short_volume
Short Volume: AXGN — 62.0% short (0.3M / 0.5M)
Short: 338,289 | Exempt: 4,000 | TRF Vol: 545,776 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: AXGN — 77.5% short (0.5M / 0.6M)
Short: 488,705 | Exempt: 750 | TRF Vol: 630,727 | Short Ratio: 77.5% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: AXGN — 64.1% short (1.2M / 1.9M)
Short: 1,217,802 | Exempt: 14,925 | TRF Vol: 1,900,856 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
offering
Axogen Announces Pricing of $208.7 Million Public Offering of Common Stock
ALACHUA, Fla. and TAMPA, Fla., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Axogen, Inc. (“Axogen” or the “Company”) (Nasdaq: AXGN), a global leader in developi
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 | $0.13 | $0.08–$0.16 | 6.3% | -5.1% | 1↑ 6↓ | $0.1B | 8 |
| Next Q | $0.12 | $0.06–$0.14 | 73.2% | -10.7% | 0↑ 5↓ | $0.1B | 8 |
| Current FY | $0.46 | $0.40–$0.51 | 59.1% | -0.6% | 1↑ 6↓ | $0.3B | 7 |
| Next FY | $0.69 | $0.48–$0.89 | 49.5% | -0.5% | 2↑ 3↓ | $0.3B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.128 | — |
| 7d ago | $0.128 | — |
| 30d ago | $0.134 | -0.007 |
| 60d ago | $0.124 | +0.003 |
| 90d ago | $0.144 | -0.017 |
Institutional ownership
Which big funds own AXGN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.7B total value (37,318,941 shares) as of 2026-Q2. Top holders: BlackRock,, MORGAN, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,419,208 | $204.1M | 11.8% | — |
| MORGAN STANLEY | 2,747,924 | $126.9M | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,257,948 | $104.3M | 6.1% | — |
| Polar Capital Holdings Plc | 1,500,822 | $69.3M | 4.0% | — |
| Artemis Investment Management LLP | 1,396,792 | $64.5M | 3.7% | DOUBLED +299.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,391,654 | $64.3M | 3.7% | ADD +44.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,375,240 | $63.5M | 3.7% | — |
| CITADEL ADVISORS LLC | 1,360,831 | $62.9M | 3.6% | DOUBLED +455.3% |
| WASATCH ADVISORS LP | 1,295,949 | $59.9M | 3.5% | TRIM -30.2% |
| GOLDMAN SACHS GROUP INC | 1,261,519 | $58.3M | 3.4% | DOUBLED +116.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | DOUBLED | 349,888 | 1,396,792 | +299.2% | $64.5M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 964,565 | 1,391,654 | +44.3% | $64.3M |
| CITADEL ADVISORS LLC | DOUBLED | 245,054 | 1,360,831 | +455.3% | $62.9M |
| WASATCH ADVISORS LP | TRIM | 1,857,350 | 1,295,949 | -30.2% | $59.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 582,963 | 1,261,519 | +116.4% | $58.3M |
| Hood River Capital Management LLC | NEW | — | 1,067,072 | — | $49.3M |
| RTW INVESTMENTS, LP | NEW | — | 1,011,576 | — | $46.7M |
| UBS Group AG | DOUBLED | 114,220 | 836,209 | +632.1% | $38.6M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | DOUBLED | 228,437 | 707,234 | +209.6% | $32.7M |
| Nuveen, LLC | DOUBLED | 108,941 | 545,892 | +401.1% | $25.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$6.5M — $0.00 bought, $6.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | TYNDALL JOSEPH A. | Director | SELL | 3,500 | $49.70 | $173.9K |
| Aug 11, 2026 | Wendell Amy McBride | Director | EXERCISE | 13,353 | $14.85 | $198.3K |
| Aug 11, 2026 | Wendell Amy McBride | Director | SELL | 13,353 | $48.42 | $646.6K |
| Aug 10, 2026 | Began Marc A | EVP & General Counsel | EXERCISE | 67,500 | $8.16 | $550.8K |
| Aug 10, 2026 | Began Marc A | EVP & General Counsel | SELL | 67,500 | $47.35 | $3.2M |
| Aug 7, 2026 | Weiler Kathy Johnson | Director | SELL | 14,150 | $45.30 | $641.0K |
| Jun 24, 2026 | Burke William P. Mr. | Director | AWARD | 4,392 | — | — |
| Jun 24, 2026 | JOHNSON JOHN | Director | AWARD | 4,392 | — | — |
| Jun 24, 2026 | Levine Alan M | Director | AWARD | 4,392 | — | — |
| Jun 24, 2026 | THOMAS PAUL | Director | AWARD | 5,579 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AXGN.
Shares short
4,055,417
Settlement Sep 15, 2026
Change vs prior
+6.5%
Semi-monthly cycle
Days to cover
2.9
At avg daily volume
Of shares outstanding
≈6.9%
Estimate — not % of float
All AXGN filing & press-release reports (11)
- 424B5 reportSep 10, 2026
- 8-K reportSep 10, 2026
- PRESS-RELEASE reportSep 10, 2026
- PRESS-RELEASE reportSep 10, 2026
- CLUSTER reportAug 13, 2026
- INST-CLUSTER reportAug 11, 2026
- 8-K reportJul 29, 2026
- PRESS-RELEASE reportJul 15, 2026
- INST-CLUSTER reportJul 9, 2026
- INST-CLUSTER reportJun 12, 2026
- CLUSTER reportMay 8, 2026