Leerink Partnrs Forecasts Lower Earnings for Disc Medicine

Disc Medicine, Inc. (NASDAQ:IRON - Free Report) - Equities research analysts at Leerink Partnrs reduced their Q2 2025 EPS estimates for Disc Medicine in a research note issued to investors on Wednesday, May 7th. Leerink Partnrs analyst T. Smith now anticipates that the company will post earnings per share of ($1.20) for the quarter, down from their previous estimate of ($1.16). The consensus estimate for Disc Medicine's current full-year earnings is ($4.07) per share. Leerink Partnrs also issued estimates for Disc Medicine's Q3 2025 earnings at ($1.43) EPS, Q4 2025 earnings at ($1.70) EPS, FY2025 earnings at ($5.37) EPS, FY2026 earnings at ($7.88) EPS, FY2027 earnings at ($9.12) EPS, FY2028 earnings at ($8.13) EPS and FY2029 earnings at ($6.74) EPS.

Disc Medicine (NASDAQ:IRON - Get Free Report) last released its quarterly earnings results on Wednesday, May 7th. The company reported ($1.02) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($0.99) by ($0.03).

Several other brokerages have also recently weighed in on IRON. Wedbush reiterated an "outperform" rating and issued a $90.00 price objective (up previously from $83.00) on shares of Disc Medicine in a research note on Tuesday, January 21st. Cantor Fitzgerald upped their target price on shares of Disc Medicine from $99.00 to $132.00 and gave the company an "overweight" rating in a report on Tuesday, March 18th. Stifel Nicolaus lifted their price target on shares of Disc Medicine from $90.00 to $94.00 and gave the stock a "buy" rating in a research note on Friday, January 24th. Scotiabank boosted their price objective on shares of Disc Medicine from $73.00 to $75.00 and gave the company a "sector outperform" rating in a research report on Monday, March 3rd. Finally, Morgan Stanley reaffirmed an "overweight" rating and issued a $85.00 target price on shares of Disc Medicine in a report on Friday, March 7th. Ten investment analysts have rated the stock with a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and an average target price of $98.80.

Disc Medicine Trading Up 1.2%

IRON stock traded up $0.56 during trading on Monday, reaching $47.65. The stock had a trading volume of 145,875 shares, compared to its average volume of 348,450. The firm has a market cap of $1.65 billion, a PE ratio of -11.99 and a beta of 0.77. The stock's 50 day moving average is $46.21 and its two-hundred day moving average is $54.87. Disc Medicine has a 52 week low of $30.65 and a 52 week high of $68.73.

Insider Activity at Disc Medicine

In related news, Director Mona Ashiya sold 202,146 shares of the business's stock in a transaction that occurred on Monday, March 10th. The stock was sold at an average price of $54.29, for a total value of $10,974,506.34. Following the transaction, the director now directly owns 208,742 shares of the company's stock, valued at approximately $11,332,603.18. The trade was a 49.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Jonathan Yen-Wen Yu sold 1,610 shares of the company's stock in a transaction on Tuesday, February 18th. The stock was sold at an average price of $54.58, for a total transaction of $87,873.80. Following the transaction, the chief operating officer now owns 40,555 shares of the company's stock, valued at approximately $2,213,491.90. This represents a 3.82% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 356,290 shares of company stock worth $19,336,901. 4.24% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Disc Medicine

Large investors have recently made changes to their positions in the company. Sterling Capital Management LLC grew its holdings in Disc Medicine by 798.4% during the 4th quarter. Sterling Capital Management LLC now owns 566 shares of the company's stock valued at $36,000 after buying an additional 503 shares in the last quarter. GF Fund Management CO. LTD. bought a new position in shares of Disc Medicine in the 4th quarter valued at about $40,000. Amalgamated Bank lifted its stake in shares of Disc Medicine by 38.6% in the 1st quarter. Amalgamated Bank now owns 787 shares of the company's stock valued at $39,000 after purchasing an additional 219 shares during the last quarter. Tower Research Capital LLC TRC boosted its stake in Disc Medicine by 47.6% during the fourth quarter. Tower Research Capital LLC TRC now owns 825 shares of the company's stock worth $52,000 after buying an additional 266 shares during the period. Finally, Caitong International Asset Management Co. Ltd lifted its holdings in shares of Disc Medicine by 13,428.6% in the 1st quarter. Caitong International Asset Management Co. Ltd now owns 947 shares of the company's stock worth $47,000 after acquiring an additional 940 shares during the last quarter. 83.70% of the stock is owned by institutional investors.

Disc Medicine Company Profile

Disc Medicine, Inc, together with its subsidiaries, a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases in the United States. The company has assembled a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, primarily heme biosynthesis and iron homeostasis.