Personalis, Inc. $PSNL Stock Holdings Lifted by Dimensional Fund Advisors LP

Key Points

• Dimensional Fund Advisors increased its Personalis stake by 8.4% in the first quarter, holding 1.07 million shares valued at approximately $6.8 million. Institutional investors collectively own 61.91% of PSNL.
• Personalis insiders sold 435,032 shares worth about $5.6 million over the past 90 days, including sizable sales by the CEO and CFO under pre-arranged Rule 10b5-1 plans.
• Analyst sentiment is mixed, with a consensus “Hold” rating and a $14.25 price target. The stock opened at $14.50, while the company’s latest quarterly loss of $0.30 per share missed estimates despite revenue exceeding expectations.

Dimensional Fund Advisors LP grew its position in Personalis, Inc. (NASDAQ:PSNL - Free Report) by 8.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,066,248 shares of the company's stock after purchasing an additional 83,074 shares during the period. Dimensional Fund Advisors LP owned about 1.02% of Personalis worth $6,791,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd lifted its holdings in shares of Personalis by 76.1% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 3,423 shares of the company's stock valued at $27,000 after buying an additional 1,479 shares during the last quarter. Deutsche Bank AG increased its holdings in Personalis by 4.5% in the fourth quarter. Deutsche Bank AG now owns 38,827 shares of the company's stock worth $309,000 after buying an additional 1,655 shares during the last quarter. Royal Bank of Canada increased its holdings in Personalis by 3.2% in the first quarter. Royal Bank of Canada now owns 78,341 shares of the company's stock worth $275,000 after buying an additional 2,395 shares during the last quarter. Howland Capital Management LLC raised its position in Personalis by 0.9% during the second quarter. Howland Capital Management LLC now owns 285,308 shares of the company's stock valued at $1,872,000 after acquiring an additional 2,500 shares in the last quarter. Finally, Intech Investment Management LLC raised its position in Personalis by 23.4% during the fourth quarter. Intech Investment Management LLC now owns 20,342 shares of the company's stock valued at $162,000 after acquiring an additional 3,851 shares in the last quarter. 61.91% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Personalis news, CFO Aaron Tachibana sold 51,251 shares of the firm's stock in a transaction on Friday, June 26th. The shares were sold at an average price of $13.18, for a total value of $675,488.18. Following the sale, the chief financial officer directly owned 198,833 shares in the company, valued at $2,620,618.94. This trade represents a 20.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Christopher M. Hall sold 100,000 shares of the business's stock in a transaction dated Friday, June 26th. The stock was sold at an average price of $13.15, for a total transaction of $1,315,000.00. Following the transaction, the chief executive officer owned 235,986 shares in the company, valued at approximately $3,103,215.90. The trade was a 29.76% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 435,032 shares of company stock worth $5,599,929 in the last ninety days. 4.20% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research analysts have recently commented on the stock. Weiss Ratings restated a "sell (d-)" rating on shares of Personalis in a research note on Friday, July 17th. Needham & Company LLC lowered shares of Personalis from a "buy" rating to a "hold" rating in a research note on Monday, July 20th. TD Cowen reiterated a "buy" rating on shares of Personalis in a report on Wednesday, July 15th. Morgan Stanley increased their target price on shares of Personalis from $9.00 to $13.00 and gave the stock an "equal weight" rating in a research report on Thursday, July 9th. Finally, Zacks Research lowered Personalis from a "hold" rating to a "strong sell" rating in a report on Tuesday, July 21st. Four equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $14.25.

Personalis Stock Performance

Shares of NASDAQ:PSNL opened at $14.50 on Tuesday. Personalis, Inc. has a 52-week low of $4.42 and a 52-week high of $16.39. The company has a market cap of $1.52 billion, a P/E ratio of -13.30 and a beta of 2.27. The stock's 50-day moving average is $12.45 and its 200-day moving average is $9.37.

Personalis (NASDAQ:PSNL - Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The company reported ($0.30) EPS for the quarter, missing analysts' consensus estimates of ($0.26) by ($0.04). Personalis had a negative return on equity of 46.47% and a negative net margin of 153.84%.The business had revenue of $22.36 million for the quarter, compared to analyst estimates of $16.69 million. As a group, equities analysts predict that Personalis, Inc. will post -1.07 EPS for the current year.

Personalis Company Profile

Personalis, Inc NASDAQ: PSNL is a clinical‐stage genomics company that develops and markets advanced next‐generation sequencing (NGS) services and assays designed to accelerate precision medicine. The Company's core offering is the ImmunoID NeXT™ Platform, which combines comprehensive tumor profiling—including whole exome, transcriptome, and T‐cell receptor sequencing—with proprietary bioinformatics to identify biomarkers and guide immuno‐oncology research. Personalis serves biopharmaceutical companies, academic institutions, and clinical research organizations seeking in‐depth insights into cancer, autoimmune diseases and other complex conditions.

In addition to its flagship ImmunoID NeXT™ Platform, Personalis offers a suite of customizable sequencing assays for biomarker discovery, clinical trial support and companion diagnostic development.

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