Leerink Partnrs Weighs in on Replimune Group Q1 Earnings

Replimune Group, Inc. (NASDAQ:REPL - Free Report) - Leerink Partnrs issued their Q1 2026 earnings estimates for shares of Replimune Group in a research report issued on Thursday, May 22nd. Leerink Partnrs analyst J. Chang expects that the company will earn ($0.70) per share for the quarter. The consensus estimate for Replimune Group's current full-year earnings is ($2.97) per share. Leerink Partnrs also issued estimates for Replimune Group's Q2 2026 earnings at ($0.63) EPS, Q3 2026 earnings at ($0.64) EPS, Q4 2026 earnings at ($0.65) EPS and FY2027 earnings at ($1.63) EPS.

Replimune Group (NASDAQ:REPL - Get Free Report) last issued its earnings results on Thursday, May 22nd. The company reported ($0.82) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($0.75) by ($0.07). During the same period last year, the business earned ($0.25) earnings per share.

Several other brokerages have also recently issued reports on REPL. JPMorgan Chase & Co. upped their price target on shares of Replimune Group from $16.00 to $18.00 and gave the company an "overweight" rating in a research report on Wednesday, February 26th. HC Wainwright increased their price objective on Replimune Group from $21.00 to $22.00 and gave the company a "buy" rating in a report on Thursday, February 13th. Seven investment analysts have rated the stock with a buy rating and one has issued a strong buy rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Buy" and a consensus target price of $19.43.

Replimune Group Trading Up 0.8%

Shares of Replimune Group stock traded up $0.07 on Monday, hitting $8.42. The stock had a trading volume of 1,118,290 shares, compared to its average volume of 928,543. The stock has a 50 day moving average of $8.50 and a 200 day moving average of $11.15. Replimune Group has a twelve month low of $4.92 and a twelve month high of $17.00. The company has a debt-to-equity ratio of 0.14, a quick ratio of 11.43 and a current ratio of 11.43. The firm has a market capitalization of $648.47 million, a P/E ratio of -2.74 and a beta of 0.68.

Institutional Investors Weigh In On Replimune Group

A number of large investors have recently bought and sold shares of REPL. Boxer Capital Management LLC acquired a new stake in Replimune Group in the fourth quarter worth $21,754,000. Tang Capital Management LLC grew its stake in shares of Replimune Group by 125.0% in the 4th quarter. Tang Capital Management LLC now owns 2,700,000 shares of the company's stock valued at $32,697,000 after buying an additional 1,500,000 shares during the period. Price T Rowe Associates Inc. MD grew its stake in shares of Replimune Group by 11.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 10,962,883 shares of the company's stock valued at $132,761,000 after buying an additional 1,083,633 shares during the period. MPM Bioimpact LLC acquired a new stake in shares of Replimune Group in the 4th quarter valued at about $11,504,000. Finally, RTW Investments LP grew its stake in Replimune Group by 82.1% in the fourth quarter. RTW Investments LP now owns 2,065,010 shares of the company's stock valued at $25,007,000 after acquiring an additional 931,223 shares during the period. 92.53% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, insider Konstantinos Xynos sold 7,952 shares of the firm's stock in a transaction that occurred on Tuesday, May 20th. The shares were sold at an average price of $8.06, for a total transaction of $64,093.12. Following the completion of the sale, the insider now owns 146,933 shares of the company's stock, valued at $1,184,279.98. This trade represents a 5.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CAO Andrew Schwendenman sold 3,287 shares of the firm's stock in a transaction that occurred on Tuesday, May 20th. The stock was sold at an average price of $8.05, for a total transaction of $26,460.35. Following the sale, the chief accounting officer now directly owns 68,284 shares of the company's stock, valued at approximately $549,686.20. This trade represents a 4.59% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 74,907 shares of company stock worth $603,655. Company insiders own 8.80% of the company's stock.

Replimune Group Company Profile

Replimune Group, Inc, a clinical-stage biotechnology company, focuses on the development of oncolytic immunotherapies to treat cancer. The company's proprietary tumor-directed oncolytic immunotherapy product candidates are designed and intended to activate the immune system against cancer. Its lead product candidate is RP1, a selectively replicating version of HSV-1 that expresses GALV-GP R(-) and human GM-CSF, which is in Phase I/II clinical trials for a range of solid tumors; and that has completed Phase II clinical trials for treating cutaneous squamous cell carcinoma.