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ARDX

ARDELYX, INC.

At today's price, ARDELYX, INC. (ARDX) is priced for -2.0% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
-2.0% growth
Priced In
within-range

Key Takeaways

• Ardelyx is a commercial-stage drugmaker built on two approved medicines: IBSRELA for irritable bowel syndrome with constipation, growing fast, and XPHOZAH for elevated phosphorus in dialysis patients, whose reimbursement is caught in a Medicare policy transition. • The surprising part of the valuation is how little it asks: at about four times revenue, the price assumes roughly flat revenue and an achievable long-run margin, not a moonshot, even though the business is still posting an operatin

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Institutional ownership

226 institutional managers reported holding ARDX in 13F filings for the quarter ended 2026-03-31. Together they hold about 69% of the company; the top 10 hold 44%. 38 opened new positions that quarter. Held by BlackRock, Vanguard Group, Millennium Management, among others. On the short side, 26.9M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (8.6 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.

Capital returns

ARDX's share count grew 145.8% over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at ARDX over the trailing three years: 2024: 2 buys totaling $1.99M; 2025: 6 buys totaling $4.78M; 2026: 1 buy totaling $1.95M. 21 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.

Earnings reactions

ARDX's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-03+4.2%+1.0%
2023-11-01+8.8%+56.1%
2024-02-23+2.1%-26.0%
2024-05-03+31.9%-39.3%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

ARDX's latest 8-K filings: 2026-07-02 (items 2.03, 9.01); 2026-06-17 (items 5.02, 5.07); 2026-04-30 (items 2.02, 7.01, 9.01); 2026-02-19 (items 2.02, 7.01, 9.01); 2026-01-08 (items 2.02, 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

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.