ADMA BIOLOGICS, INC.
In the published model solve dated 2026-Q2, anchored at $9.58, ADMA BIOLOGICS, INC. (ADMA) is priced for +4.2% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• ADMA collects its own plasma and turns it into immune globulin, and the specialty product ASCENIV supplies 71% of revenue against 24% for the standard product BIVIGAM, in a U.S. market the 10-K describes as ⟦CSL Behring, Grifols, Takeda and ADMA Biologics⟧. • The concentration risk sits on both sides of the business: two distributors, BioCare and CuraScript, ⟦represented an aggregate of approximately 73% and 72%, respectively, of our consolidated revenues⟧, and the standard-IG line has been sh
Is ADMA overvalued? See what's priced in →
344 institutional managers reported holding ADMA in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 48%. 63 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 21.3M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (6.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ADMA's share count grew 85.3% over the past five years even with $162.97M spent on repurchases. It pays no dividend. Cash returned over the past three years: $162.97M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ADMA over the trailing three years: 2023: 2 buys totaling $580k; 2026: 3 buys totaling $268k. 10 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ADMA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-11 | +14.1% | -11.9% |
| 2023-08-10 | +4.1% | -26.0% |
| 2023-11-09 | +3.8% | +29.0% |
| 2024-05-10 | +28.4% | +45.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ADMA's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-06-02 (items 5.07); 2026-05-06 (items 2.02, 9.01); 2026-05-04 (items 8.01, 9.01); 2026-03-27 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.