Rtw Investments Adds $16M in Ultragenyx Pharmaceutical Inc. ($RARE)

RTW Investments has increased its stake in Ultragenyx Pharmaceutical Inc. (NasdaqGS: RARE) by 21.6%, according to the latest 13F filing with the SEC. The firm added 648,656 shares, bringing its total holdings to 3,648,795 shares valued at approximately $88.3 million. This filing reflects the position as of the quarter ended March 31, 2026.

What Changed in RTW Investments' Ultragenyx Position

RTW Investments boosted its investment in Ultragenyx Pharmaceutical by adding 648,656 shares, a 21.6% increase from its previous holding of 3,000,139 shares. The total value of RTW's stake now stands at about $88.3 million.

Other Institutional Activity in Ultragenyx

Several other institutional investors also made changes to their Ultragenyx holdings. BlackRock, Inc. grew its holdings by 668,044 shares, ending with 7,299,598 shares worth about $152.9 million. Vanguard Portfolio Management LLC added 5,385,992 shares, resulting in a total of 5,385,992 shares valued at $112.8 million. State Street Corp increased its position by 718,395 shares, now holding 5,021,441 shares valued at approximately $105.2 million. AQR Capital Management LLC made a significant move by adding 3,217,527 shares, bringing its total to 4,578,024 shares worth around $95.9 million.

Ultragenyx Pharmaceutical Stock Snapshot

Shares of Ultragenyx (NasdaqGS: RARE) are trading near $24.35. The company has a market capitalization of approximately $2.4 billion and a forward P/E ratio of 25.2. With a beta of 0.378, the stock's 52-week range is between $18.29 and $42.37. Its 50-day moving average is $24.06, while the 200-day moving average is $27.12. The company maintains a current ratio of 2.022 and a quick ratio of 1.652.

Recent Earnings

Ultragenyx reported $670 million in revenue, though it experienced a slight revenue decline of 2.2%. The company is not yet profitable, with a net margin of -90.9%. The next earnings report is expected on August 4, 2026.

Insider Buying and Selling at Ultragenyx Pharmaceutical Inc.

Recent insider transactions include planned sales by CFO Howard Horn, who sold 4,653 shares at an average price of $23.77 on June 1, 2026. Shehnaaz Suliman also sold 5,740 shares at $25.12 on May 18, 2026, as part of a planned transaction. On May 14, 2026, insiders Shehnaaz Suliman, Amrit Ray, and Michael Narachi each purchased shares, with Suliman and Narachi buying 14,058 shares each, and Ray purchasing 7,751 shares.

Analysts Set New Price Targets

On May 21, 2026, Cantor Fitzgerald maintained its 'buy' rating for Ultragenyx with a price target of $96. Other analysts, including Guggenheim and Wells Fargo, also maintained 'buy' ratings with targets of $43 and $47, respectively. Overall, the consensus recommendation is a 'strong buy', with a mean price target of $52.05 based on 19 analyst opinions.

About Ultragenyx Pharmaceutical

Ultragenyx Pharmaceutical Inc. is a biopharmaceutical company headquartered in Novato, California. It focuses on developing and commercializing treatments for rare and ultra-rare genetic diseases. The company's portfolio includes products like Crysvita and Mepsevii, which target conditions such as X-linked hypophosphatemia and Mucopolysaccharidosis VII. Founded in 2010, Ultragenyx is led by CEO Dr. Emil D. Kakkis and employs approximately 1,371 people.

Bottom Line

RTW Investments' increased stake in Ultragenyx Pharmaceutical signals confidence in the company's potential. Investors closely watch 13F filings like this to gauge institutional sentiment, though these filings are historical and may not reflect current positions. Ultragenyx remains a focus for analysts, with several maintaining strong buy ratings and high price targets.