Market Cap
$2.3B
VERA
Vera Therapeutics, Inc.
$30.13 ▼ -2.79%
Prev close $30.99Market cap$2.3B
ConsensusStrong Buy
12-mo target$77.50 (+157.4%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (7 insiders)High Impact Filing (8/10)20 New Institutional Positions19 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on VERA right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (90%)
Inst. Holders
50 funds
Inst. Value
$1.9B
Inst. Activity
20 buys / 19 sells
Insider Activity
$0.00 buy / $10.4M sell
Insider Net $
-$10.4M
Social Sentiment
50° Neutral
SEC Reports
16
Press Releases
1
Price chart 30d -15.5%
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.
Oct 2, 2026 other
Sep 15, 2026 SEC Vera Therapeutics Announces ORIGIN 3 Final Efficacy Analysis of TRUTAKNA™ (atacicept-vymj) in IgA Nephropathy Will be A Featured Late-breaking Oral Presentation at the Opening Plenary Session of ASN Kidney Week 2026
ORIGIN 3 Final Efficacy Analysis of TRUTAKNA™ (atacicept-vymj) in IgAN Will be A Featured Late-break
Vera Therapeutics announced that TRUTAKNA (atacicept-vymj) met all prespecified endpoints in the final efficacy analysis
8-K — Impact 8/10
Sep 15, 2026 Insider
Fordyce Marshall acquired via exercise 18,500 shares
PRESIDENT AND CEO @ $2.90 ($53.6K)
Sep 15, 2026 Insider
Fordyce Marshall sold 18,500 shares
PRESIDENT AND CEO @ $37.00 ($684.5K)
Sep 11, 2026 Insider
Aug 10, 2026 SEC Young Joseph R acquired via exercise 5,000 shares
SVP, FINANCE, CHIEF ACCT OFFCR @ $3.94 ($19.7K)
Vera Therapeutics reported Q2 2026 earnings: net loss of $109.5M ($1.52/share) vs. $76.5M ($1.20/share) in Q2 2025, with
8-K — Impact 5/10
Vera Therapeutics reported Q2 2026 net loss of $109.5M (-$1.52 EPS), wider than the $76.5M loss in Q2 2025 and a miss vs
PRESS-RELEASE — Impact 7/10
Jul 7, 2026 Event
TRUTAKNA
Original Approval — Type 1 - New Molecular Entity — INJECTABLE
Analyst ratings buy % +5.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
90% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 8, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 17, 2026 | Wedbush | REITERATE | Neutral | 57% |
| Aug 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Aug 11, 2026 | Wedbush | MAINTAIN | Neutral | 57% |
| Jul 8, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 8, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 8, 2026 | Wedbush | MAINTAIN | Neutral | 57% |
| Jul 8, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Jul 7, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| May 15, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 2 | 0 | 0 | 90% | |
| Aug 1, 2026 | 7 | 11 | 2 | 0 | 0 | 90% | |
| Jul 1, 2026 | 7 | 11 | 2 | 0 | 0 | 90% | |
| Jun 1, 2026 | 7 | 11 | 2 | 0 | 0 | 90% | |
| May 1, 2026 | 7 | 11 | 2 | 0 | 0 | 90% | |
| Apr 1, 2026 | 7 | 11 | 2 | 0 | 0 | 90% | |
| Mar 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Feb 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% |
Price targets
Where 14 covering analysts think VERA trades over the next 12 months.
$77.50 +157.4% upside Strong Buy
Current$30.11 Low$34.00 Median$81.50 High$100.00 14 analysts
$34.00$100.00
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.
50°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 4 bullish, 7 bearish, 2 mixed, 3 neutral · avg impact 6.2/10.Plus 1 press releases.
BULLISH8-K8/10
Vera Therapeutics announced that TRUTAKNA (atacicept-vymj) met all prespecified endpoints in the fin
Sep 15, 2026
NEUTRAL8-K5/10
Vera Therapeutics reported Q2 2026 earnings: net loss of $109.5M ($1.52/share) vs. $76.5M ($1.20/sha
Aug 10, 2026
MIXEDPRESS-RELEASE7/10
Vera Therapeutics reported Q2 2026 net loss of $109.5M (-$1.52 EPS), wider than the $76.5M loss in Q
Aug 10, 2026
NEUTRAL8-K2/10
Vera Therapeutics announced the transition of Chief Regulatory Officer William Turner to Special Adv
Jul 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
other
Vera Therapeutics Announces ORIGIN 3 Final Efficacy Analysis of TRUTAKNA™ (atacicept-vymj) in IgA Nephropathy Will be A Featured Late-breaking Oral Presentation at the Opening Plenary Session of ASN Kidney Week 2026
ORIGIN 3 Final Efficacy Analysis of TRUTAKNA™ (atacicept-vymj) in IgAN Will be A Featured Late-breaking Oral Presentation at Opening Plenary of ASN 20
Sep 30, 2026
short_volume
Short Volume: VERA — 64.3% short (0.3M / 0.5M)
Short: 333,608 | Exempt: 0 | TRF Vol: 519,132 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: VERA — 59.9% short (0.3M / 0.5M)
Short: 323,362 | Exempt: 6 | TRF Vol: 539,544 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: VERA — 69.8% short (0.5M / 0.7M)
Short: 493,326 | Exempt: 12,627 | TRF Vol: 707,173 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: VERA — 70.4% short (0.6M / 0.9M)
Short: 624,057 | Exempt: 0 | TRF Vol: 886,939 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
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 | $-1.62 | $-1.83–$-1.39 | -28.3% | +1.7% | 2↑ 5↓ | $0.0B | 8 |
| Next Q | $-1.53 | $-2.01–$-1.21 | -10.3% | +2.2% | 3↑ 4↓ | $0.0B | 8 |
| Current FY | $-6.24 | $-7.11–$-5.77 | -34.0% | +1.2% | 5↑ 3↓ | $0.0B | 9 |
| Next FY | $-4.26 | $-6.72–$-2.23 | 31.8% | +3.5% | 3↑ 5↓ | $0.2B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.616 | — |
| 7d ago | $-1.644 | +0.028 |
| 30d ago | $-1.644 | +0.028 |
| 60d ago | $-1.543 | -0.073 |
| 90d ago | $-1.637 | +0.021 |
Institutional ownership
Which big funds own VERA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.9B total value (44,439,507 shares) as of 2026-Q2. Top holders: NOMURA, BlackRock,, Avoro. Net buying activity: 20 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 5,747,760 | $246.6M | 13.0% | — |
| Avoro Capital Advisors LLC | 5,723,888 | $245.6M | 12.9% | — |
| STATE STREET CORP | 4,148,786 | $178.0M | 9.4% | ADD +25.7% |
| MORGAN STANLEY | 2,799,459 | $120.1M | 6.3% | DOUBLED +659.2% |
| FMR LLC | 2,774,070 | $119.0M | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,755,413 | $118.2M | 6.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,692,442 | $72.6M | 3.8% | — |
| ALLIANCEBERNSTEIN L.P. | 1,591,043 | $64.0M | 3.4% | — |
| GOLDMAN SACHS GROUP INC | 1,380,835 | $59.3M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 368,760 | 2,799,459 | +659.2% | $120.1M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | DOUBLED | 551,493 | 1,295,405 | +134.9% | $55.6M |
| DEUTSCHE BANK AG\ | DOUBLED | 532,466 | 1,102,106 | +107.0% | $47.3M |
| Qube Research & Technologies Ltd | ADD | 541,799 | 1,083,179 | +99.9% | $46.5M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 290,476 | 642,562 | +121.2% | $27.6M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 278,765 | 527,853 | +89.4% | $22.7M |
| Nuveen, LLC | TRIM | 398,602 | 298,410 | -25.1% | $12.8M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 457,300 | 279,528 | -38.9% | $12.0M |
| UBS Group AG | ADD | 187,887 | 254,182 | +35.3% | $10.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 121,020 | 160,837 | +32.9% | $6.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$10.4M — $0.00 bought, $10.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Fordyce Marshall | PRESIDENT AND CEO | EXERCISE | 18,500 | $2.90 | $53.6K |
| Sep 15, 2026 | Fordyce Marshall | PRESIDENT AND CEO | SELL | 18,500 | $37.00 | $684.5K |
| Sep 11, 2026 | Young Joseph R | SVP, FINANCE, CHIEF ACCT OFFCR | EXERCISE | 5,000 | $3.94 | $19.7K |
| Sep 2, 2026 | Fordyce Marshall | PRESIDENT AND CEO | SELL | 18,500 | $35.12 | $649.6K |
| Sep 2, 2026 | Fordyce Marshall | PRESIDENT AND CEO | EXERCISE | 18,500 | $2.90 | $53.6K |
| Aug 3, 2026 | Boman Nancy Lee | Chief Regulatory Officer | AWARD | 44,987 | — | — |
| Aug 3, 2026 | Boman Nancy Lee | Chief Regulatory Officer | AWARD | 63,011 | — | — |
| Jul 7, 2026 | Fordyce Marshall | PRESIDENT AND CEO | SELL | 2,200 | $43.59 | $95.9K |
| Jul 7, 2026 | Fordyce Marshall | PRESIDENT AND CEO | SELL | 10,500 | $42.86 | $450.0K |
| Jul 7, 2026 | Fordyce Marshall | PRESIDENT AND CEO | SELL | 32,550 | $42.07 | $1.4M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VERA.
Shares short
17,035,040
Settlement Sep 15, 2026
Change vs prior
-14.3%
Semi-monthly cycle
Days to cover
6.2
At avg daily volume
Of shares outstanding
≈23.6%
Estimate — not % of float
All VERA filing & press-release reports (17)
- 8-K reportSep 15, 2026
- 8-K reportAug 10, 2026
- PRESS-RELEASE reportAug 10, 2026
- 8-K reportJul 9, 2026
- 8-K reportJul 7, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 2, 2026
- PRESS-RELEASE reportJun 2, 2026
- 8-K reportMay 7, 2026
- 8-K reportFeb 26, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 26, 2026