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ALKS Alkermes PLC

Health Care, filed as ALKERMES PLC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 4 Owners
  • Max 1.8%
  • $33M
  • 1 add 1 reduce 2 exits 1 small

In 2026 Q2 Senator Investment Group added to Alkermes, Nathan Fischel trimmed, and Michael Krensavage and Farallon Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.8% (Palo Alto Investors). Not free-float ownership.

  1. Palo Alto Investors 1.8%
  2. Nathan Fischel Reduce 1.0%
  3. Senator Investment Group Add 0.53%
  4. Murray Stahl Reduce 0.01%

Who owns ALKS

Sorted by value, long equity only, as of 2026 Q2.

History
Senator Investment Group 0.53%, was 0.39% Add +17.0% 275,000 $14M History
Palo Alto Investors 1.8% Hold 242,560 $13M History
Nathan Fischel, Dafna Capital Management 1.0%, was 1.1% Reduce −27.4% 101,266 $5.3M History
Murray Stahl, Horizon Kinetics Asset Management 0.01% Small trim −4.6% 20,132 $1.1M History
Michael Krensavage, Krensavage Asset Management exited 2026 Q2 Last 2026 Q1 1.5% Exit −1.49% 107,822 $3.8M History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 20,800 $735K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ALKS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ALKS insider trades
  • None no insider bought on the open market
  • $2.9M sold by 2 insiders outside a trading plan
  • $7.4M sold by 6 insiders under 10b5-1 plans
  1. David Joseph Gaffin EVP, CLO, Alkermes, Inc.
    Planned sale
    $83K 2,034 shares at $41.03 0.9% of stake
    Traded Oct 2 Filed Oct 2
  2. David Joseph Gaffin EVP, CLO, Alkermes, Inc.
    Planned sale
    $98K 2,034 shares at $48.01 0.9% of stake
    Traded Sep 3 Filed Sep 3
  3. Craig C. Hopkinson EVP R&D, Chief Medical Officer
    Planned sale
    $423K 9,000 shares at $46.99 12% of stake
    Traded Sep 1 Filed Sep 1
  4. Christian Todd Nichols SVP, Chief Commercial Officer
    Planned sale
    $373K 7,576 shares at $49.23 6.9% of stake
    Traded Aug 17 Filed Aug 17
  5. Nancy Lynn Snyderman MD Director
    Sale
    $2.2M 44,472 shares at $50.35 74% of stake
    Traded Aug 3 Filed Aug 3
  6. Craig C. Hopkinson EVP R&D, Chief Medical Officer
    Planned sale
    $437K 9,000 shares at $48.58 12% of stake
    Traded Aug 3 Filed Aug 3
  7. David Joseph Gaffin EVP, CLO, Alkermes, Inc.
    Planned sale
    $99K 2,034 shares at $48.58 0.9% of stake
    Traded Aug 3 Filed Aug 3
  8. David Joseph Gaffin EVP, CLO, Alkermes, Inc.
    Planned sale
    $110K 2,034 shares at $54.03 0.9% of stake
    Traded Jul 6 Filed Jul 6
  9. Craig C. Hopkinson EVP R&D, Chief Medical Officer
    Planned sale
    $464K 9,000 shares at $51.51 11% of stake
    Traded Jul 1 Filed Jul 1
  10. Christopher I Wright Director
    Planned sale
    $90K 2,000 shares at $45.10 7.2% of stake
    Traded Jun 12 Filed Jun 12
  11. David Joseph Gaffin EVP, CLO, Alkermes, Inc.
    Planned sale
    $88K 2,034 shares at $43.05 0.9% of stake
    Traded Jun 4 Filed Jun 4
  12. Craig C. Hopkinson EVP R&D, Chief Medical Officer
    Planned sale
    $375K 9,000 shares at $41.67 10% of stake
    Traded Jun 1 Filed Jun 1
  13. Samuel Joseph Parisi VP, Finance (Interim PAO)
    Sale
    $687K 16,217 shares at $42.36 68% of stake
    Traded May 29 Filed May 29
  14. David Joseph Gaffin EVP, CLO, Alkermes, Inc.
    Planned sale
    $68K 2,034 shares at $33.20 0.9% of stake
    Traded May 4 Filed May 4
  15. Craig C. Hopkinson EVP R&D, Chief Medical Officer
    Planned sale
    $301K 9,000 shares at $33.40 10% of stake
    Traded May 1 Filed May 1

Also filed in the last 12 months, not counted as buying or selling: 47 option exercises, 35 share withholdings for taxes, and 5 stock grants.

Congress

1 member of Congress traded ALKS in the last three years: 2 buys and 0 sales.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Sep 29 filed Oct 12
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $15K–$50K Jul 30 filed Sep 4

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K 7.01,8.01,9.01
8-K 5.02,7.01,9.01
8-K 1.01,9.01
8-K/A 5.02
8-K 2.02,9.01
10-Q
8-K 1.02
8-K 7.01,8.01,9.01
8-K 5.02,5.07,9.01
SCHEDULE 13G/A —
DEFA14A
8-K 7.01,8.01,9.01
8-K 2.02,9.01
10-Q

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.66B $1.56B $1.48B
Gross profit * $1.41B $1.31B $1.28B
Gross margin * 84.8% 84.2% 86.7%
Net income $355.76M $367.07M $241.66M
Net margin * 21.4% 23.6% 16.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.49B $1.42B $1.93B
Total non-current assets * $650.72M $640.21M $557.83M
Total assets $2.14B $2.06B $2.49B
Total current liabilities $520.22M $465.2M $543.44M
Total non-current liabilities * $413.32M $125.39M $124.26M
Total equity $1.2B $1.46B $1.82B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $401.35M $439.12M $520.75M
Cash from investing $53.36M -$111.31M $295.5M
Cash from financing -$289.71M -$494.14M $12.38M
Net change in cash $165M -$166.32M $828.63M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.