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Overview
Smart money at a glance
Filings to Sep 30, 2026Net selling: insiders sold $527K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$527K netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 2 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $58.06
- 52-wk high
- $59.72
- High
- $59.13
- 52-wk low
- $33.76
- Low
- $57.53
- Prev close
- $58.65
- Mkt cap
- $14.46B
- P/E
- 18.4x
- Volume
- 2.24M
- Fwd P/E
- 13.6x
- Beta
- 0.42
- P/S
- 5.9x
- P/B
- 7.8x
- Profit margin
- +35.3%
- Op margin
- +39.5%
- ROE
- +44.4%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about EXEL filings
Are insiders buying or selling Exelixis Inc (EXEL) stock?
Net selling: insiders sold $527K and bought $0 of EXEL stock on the open market in the 90 days to Sep 30, 2026, according to SEC Form 4 filings. $527K of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Beckerle, Mary C (Director), who sold $527K. The latest filing was on Aug 12, 2026.
Which members of Congress have traded EXEL recently?
None. No member of Congress disclosed a EXEL trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this EXEL smart-money data?
This summary uses filings available on Sep 30, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- DS
D.E. Shaw
$147.5M
added
- TS
Two Sigma
$134.4M
added
Sells/Trims (1)
- CI
Citadel
$31.0M
trimmed
What insiders are doing
How top traders are positioned
No tracked top-trader positions in EXEL right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 9.3% above what analysts expected.
Earnings per share
$0.75 expected
Reports Nov 3, 2026, in 34 days
Estimates as of Sep 30, 2026
EPS expected
$0.79 to $0.96
Revenue expected
16 analysts
Last 30 days
Analysts raising estimates
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $597.8M | $598.7M | $610.8M | $628.7M |
| Cost of what it sold | $18.6M | $26.5M | $20.0M | $20.7M |
| Gross profit | $579.2M | $572.2M | $590.9M | $608.0M |
| What it spent | ||||
| Research and development | $199.2M | $213.2M | $199.9M | $212.0M |
| Sales and admin | $123.7M | $71.3M | $139.6M | $147.6M |
| Other operating costs | $19.8M | $52.4M | — | — |
| Total operating expenses | $342.6M | $337.0M | $339.5M | $359.6M |
| What was left | ||||
| Operating profit | $236.5M | $235.2M | $251.3M | $248.4M |
| Profit before tax | $252.4M | $252.7M | $267.7M | $262.7M |
| Tax | $58.8M | $8.2M | $57.2M | $50.6M |
| Net profit | $193.6M | $244.5M | $210.5M | $212.1M |
| EBITDA | $259.8M | $242.9M | $274.6M | $262.7M |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bearish
How Investors Are Reacting To Exelixis (EXEL) FDA Review Extension
Leans bearishSep 25Could Zanzalintinib's FDA Delay Affect Exelixis' Growth Plans?
Leans bearishSep 24Exelixis (EXEL) Gets FDA Review Extension For Zanzalintinib განაცხად tometastatic Colorectal Cancer
Leans bearishSep 21Exelixis (EXEL) Faces a Three-Month Zanzalintinib Review Extension. Can the Data Support Approval?
Leans bearishSep 17Exelixis (EXEL) Faces a Three-Month Zanzalintinib Review Extension. Can the Data Support Approval?
Leans bearishSep 16