VERTEX PHARMACEUTICALS INC / MA
At today's price, VERTEX PHARMACEUTICALS INC / MA (VRTX) is priced for +21.4% 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.
• Vertex still runs almost entirely on cystic fibrosis, where it has no direct competitor, and its 2025 product revenue grew ⟦"$950.5 million, or 9%, as compared to 2024, primarily due to continued strong demand for TRIKAFTA/KAFTRIO as well as contributions from our launches of ALYFTREK, JOURNAVX and CASGEVY."⟧ • The biggest risk is concentration: a single disease franchise carries the company, and the 10-K flags ⟦"pricing and reimbursement pressures that could have a material adverse effect on
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1,645 institutional managers reported holding VRTX in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 51%. 124 opened new positions that quarter. Held by Capital Group (American Funds), Vanguard Group, BlackRock, among others. On the short side, 4.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.8 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.
VRTX has cut its share count 1.9% over the past five years, spending $4.96B on repurchases. It pays no dividend. Cash returned over the past three years: $3.80B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at VRTX over the trailing three years: 2025: 4 buys totaling $5.84M. 22 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.
VRTX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +1.8% | +2.2% |
| 2023-11-08 | +0.6% | +12.4% |
| 2024-02-16 | -2.0% | -6.6% |
| 2024-05-08 | +2.2% | +17.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
VRTX's latest 8-K filings: 2026-07-07 (items 1.01, 7.01, 8.01, 9.01); 2026-05-13 (items 5.02, 5.07); 2026-05-04 (items 2.02, 9.01); 2026-04-29 (items 5.02); 2026-03-31 (items 8.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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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.