Market Cap
$1.8B
SEPN
Septerna, Inc.
$38.08 ▲ +0.08%
Prev close $38.05Market cap$1.8B
ConsensusStrong Buy
12-mo target$54.22 (+42.4%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)17 New Institutional Positions4 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on SEPN right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (94%)
Inst. Holders
50 funds
Inst. Value
$933.7M
Inst. Activity
17 buys / 4 sells
Insider Activity
$0.00 buy / $44.1M sell
Insider Net $
-$44.1M
SEC Reports
14
Press Releases
3
Price chart 30d +1.5%
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 10, 2026 Press Aug 15, 2026 SEC
Septerna granted a 275,000-share non-qualified stock option inducement award to newly appointed CMO Rajiv Patni under th
Impact 2/10
Sep 10, 2026 activist
Septerna, Inc. Announces Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)
SOUTH SAN FRANCISCO, Calif., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Septerna, Inc. (Nasdaq: SEPN), today
Sep 8, 2026 Insider
Sep 3, 2026 SEC Patni Rajiv was granted 275,000 shares
Chief Medical Officer
Rajiv Patni, M.D., has been appointed Chief Medical Officer of Septerna, Inc. and filed a Form 3 initial statement of be
3 — Impact 2/10
Sep 1, 2026 Insider
Long Daniel D. acquired via exercise 3,333 shares
SVP, Drug Discovery @ $2.76 ($9.2K)
Sep 1, 2026 Insider
Aug 25, 2026 SEC Long Daniel D. sold 3,333 shares
SVP, Drug Discovery @ $37.83 ($126.1K)
Septerna appointed Rajiv Patni, M.D., as Chief Medical Officer, effective August 24, 2026. Dr. Patni brings over 25 year
8-K — Impact 3/10
Septerna insiders sold $40.2M in stock over a 7-day window, led by a $31.7M open-market sale by director/10% owner RA Ca
CLUSTER — Impact 7/10
Analyst ratings buy % +1.1%
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 |
|---|---|---|---|---|
| Aug 19, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 13, 2026 | Jones Trading | MAINTAIN | Buy | 51% |
| Aug 12, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Aug 11, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 1, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Jul 1, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 8, 2026 | Raymond James | MAINTAIN | Strong Buy | 54% |
| May 13, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 10 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 5 | 10 | 1 | 0 | 0 | 94% | |
| Jul 1, 2026 | 5 | 10 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% |
Price targets
Where 9 covering analysts think SEPN trades over the next 12 months.
$54.22 +42.4% upside Strong Buy
Current$38.08 Low$48.00 Median$51.00 High$62.00 9 analysts
$48.00$62.00
Analyst rating Strong Buy· 1.1/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 0 bullish, 5 bearish, 0 mixed, 9 neutral · avg impact 4.0/10.Plus 3 press releases.
NEUTRAL32/10
Rajiv Patni, M.D., has been appointed Chief Medical Officer of Septerna, Inc. and filed a Form 3 ini
Sep 3, 2026
NEUTRAL8-K3/10
Septerna appointed Rajiv Patni, M.D., as Chief Medical Officer, effective August 24, 2026. Dr. Patni
Aug 25, 2026
BEARISHCLUSTER7/10
Septerna insiders sold $40.2M in stock over a 7-day window, led by a $31.7M open-market sale by dire
Aug 15, 2026
BEARISHCLUSTER6/10
Two insiders at Septerna sold a combined $32.83M in open-market transactions within a 7-day window,
Aug 14, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
activist
Septerna, Inc. Announces Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)
SOUTH SAN FRANCISCO, Calif., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Septerna, Inc. (Nasdaq: SEPN), today announced that the Company granted a non-qualifie
Sep 1, 2026
other
Septerna to Participate in Upcoming Investor Conferences
SOUTH SAN FRANCISCO, Calif., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Septerna, Inc. (Nasdaq: SEPN), a clinical-stage biotechnology company pioneering a new
Aug 25, 2026
other
Septerna Appoints Industry Veteran Rajiv Patni, M.D., as Chief Medical Officer
SOUTH SAN FRANCISCO, Calif., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Septerna, Inc. (Nasdaq: SEPN), a clinical-stage biotechnology company pioneering a new
Aug 17, 2026
earnings_calendar
SEPN Q2 2026 Earnings Scheduled — 2026-08-17
Aug 12, 2026
ftd
FTD: SEPN — 25,492 shares ($1.2M) failed to deliver
Settlement: 20260812, Price: $47.76, FTD Value: $1,217,497.92, SEPTERNA 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 | $-0.40 | $-0.69–$-0.24 | -306.4% | +4.0% | 2↑ 1↓ | $0.0B | 4 |
| Next Q | $-0.37 | $-0.44–$-0.30 | -52.4% | -0.7% | 2↑ 1↓ | $0.0B | 4 |
| Current FY | $-1.19 | $-1.36–$-1.03 | 14.4% | -0.6% | 2↑ 2↓ | $0.1B | 4 |
| Next FY | $-1.94 | $-2.64–$-1.41 | -63.5% | -6.1% | 2↑ 2↓ | $0.1B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.397 | — |
| 7d ago | $-0.397 | — |
| 30d ago | $-0.413 | +0.017 |
| 60d ago | $-0.552 | +0.156 |
| 90d ago | $-0.552 | +0.156 |
Institutional ownership
Which big funds own SEPN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $933.7M total value (27,877,073 shares) as of 2026-Q2. Top holders: RA, DRIEHAUS, GOLDMAN. Net buying activity: 17 institutions added/increased vs 4 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | 6,995,858 | $234.3M | 25.1% | — |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 4,433,058 | $148.5M | 15.9% | — |
| GOLDMAN SACHS GROUP INC | 3,062,766 | $102.6M | 11.0% | ADD +86.6% |
| BlackRock, Inc. | 1,932,088 | $64.7M | 6.9% | — |
| Avoro Capital Advisors LLC | 1,337,500 | $44.8M | 4.8% | — |
| Jupiter Topco LLC | 1,307,500 | $43.7M | 4.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,221,673 | $40.9M | 4.4% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 1,167,382 | $39.1M | 4.2% | ADD +92.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 679,163 | $22.8M | 2.4% | — |
| STATE STREET CORP | 652,630 | $21.9M | 2.3% | ADD +28.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LOOMIS SAYLES & CO L P | NEW | — | 624,752 | — | $20.9M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 236,679 | 350,442 | +48.1% | $11.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 28,436 | 68,180 | +139.8% | $2.3M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 124,101 | 50,562 | -59.3% | $1.7M |
| BARCLAYS PLC | DOUBLED | 22,714 | 49,821 | +119.3% | $1.7M |
| Nuveen, LLC | ADD | 29,176 | 48,229 | +65.3% | $1.6M |
| Russell Investments Group, Ltd. | DOUBLED | 11,515 | 40,209 | +249.2% | $1.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 25,973 | 35,875 | +38.1% | $1.2M |
| Trexquant Investment LP | TRIM | 35,301 | 25,645 | -27.4% | $858.9K |
| DEUTSCHE BANK AG\ | ADD | 16,843 | 21,873 | +29.9% | $732.5K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$44.1M — $0.00 bought, $44.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Patni Rajiv | Chief Medical Officer | AWARD | 275,000 | — | — |
| Sep 1, 2026 | Long Daniel D. | SVP, Drug Discovery | EXERCISE | 3,333 | $2.76 | $9.2K |
| Sep 1, 2026 | Long Daniel D. | SVP, Drug Discovery | SELL | 3,333 | $37.83 | $126.1K |
| Aug 12, 2026 | RA CAPITAL MANAGEMENT, L.P. | Director | SELL | 746,500 | $42.50 | $31.7M |
| Aug 12, 2026 | Third Rock Ventures V, L.P. | 10%+ Owner | SELL | 147,059 | $50.27 | $7.4M |
| Aug 12, 2026 | Third Rock Ventures V, L.P. | 10%+ Owner | SELL | 141 | $51.08 | $7.2K |
| Aug 11, 2026 | Bhatt Elizabeth | President and COO | EXERCISE | 18,681 | $6.81 | $127.2K |
| Aug 11, 2026 | Bhatt Elizabeth | President and COO | EXERCISE | 6,319 | $2.76 | $17.4K |
| Aug 11, 2026 | Bhatt Elizabeth | President and COO | SELL | 25,000 | $44.00 | $1.1M |
| Aug 3, 2026 | Long Daniel D. | SVP, Drug Discovery | SELL | 2,334 | $34.68 | $80.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SEPN.
Shares short
2,894,002
Settlement Sep 15, 2026
Change vs prior
+6.5%
Semi-monthly cycle
Days to cover
9.5
At avg daily volume
Of shares outstanding
≈6.2%
Estimate — not % of float
All SEPN filing & press-release reports (17)
- PRESS-RELEASE reportSep 10, 2026
- 3 reportSep 3, 2026
- 8-K reportAug 25, 2026
- CLUSTER reportAug 15, 2026
- CLUSTER reportAug 14, 2026
- 144 reportAug 12, 2026
- 144 reportAug 12, 2026
- 8-K reportAug 10, 2026
- PRESS-RELEASE reportAug 10, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 30, 2026
- 144 reportJun 26, 2026
- 144 reportJun 23, 2026
- 8-K reportApr 13, 2026
- PRESS-RELEASE reportApr 13, 2026
- PRESS-RELEASE reportMar 1, 2026
- INST-CLUSTER reportFeb 28, 2026