Wedbush Issues Negative Outlook for Disc Medicine Earnings

Disc Medicine, Inc. (NASDAQ:IRON) – Analysts at Wedbush reduced their Q2 2025 earnings estimates for shares of Disc Medicine in a research report issued to clients and investors on Wednesday, May 7th. Wedbush analyst D. Nierengarten now anticipates that the company will post earnings of ($1.02) per share for the quarter, down from their previous estimate of ($0.91). Wedbush has a “Outperform” rating and a $90.00 price target on the stock. The consensus estimate for Disc Medicine’s current full-year earnings is ($4.07) per share. Wedbush also issued estimates for Disc Medicine’s Q3 2025 earnings at ($1.06) EPS, Q4 2025 earnings at ($1.10) EPS, FY2025 earnings at ($4.20) EPS, FY2026 earnings at ($4.28) EPS, FY2027 earnings at ($1.97) EPS, FY2028 earnings at $5.68 EPS and FY2029 earnings at $8.88 EPS.

Several other analysts have also commented on IRON. Scotiabank increased their price target 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. HC Wainwright reissued a “buy” rating and set a $118.00 price objective on shares of Disc Medicine in a research note on Tuesday, January 21st. Stifel Nicolaus raised their target price on shares of Disc Medicine from $90.00 to $94.00 and gave the company a “buy” rating in a research note on Friday, January 24th. Morgan Stanley restated an “overweight” rating and issued a $85.00 target price on shares of Disc Medicine in a research note on Friday, March 7th. Finally, Cantor Fitzgerald upped their target price on Disc Medicine from $99.00 to $132.00 and gave the company an “overweight” rating in a research report on Tuesday, March 18th. Ten research analysts have rated the stock with a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $93.80.

Disc Medicine Stock Down 0.1 %

NASDAQ IRON opened at $44.24 on Friday. The firm has a 50-day moving average price of $46.93 and a 200 day moving average price of $54.86. Disc Medicine has a 52-week low of $29.48 and a 52-week high of $68.73. The stock has a market capitalization of $1.53 billion, a P/E ratio of -11.12 and a beta of 0.77.

Disc Medicine (NASDAQ:IRON) last posted its earnings results on Wednesday, May 7th. The company reported ($1.02) earnings per share for the quarter, missing the consensus estimate of ($0.99) by ($0.03).

Hedge Funds Weigh In On Disc Medicine

A number of large investors have recently made changes to their positions in the company. Barclays PLC raised its position in shares of Disc Medicine by 123.7% in the third quarter. Barclays PLC now owns 40,145 shares of the company’s stock valued at $1,972,000 after buying an additional 22,202 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in shares of Disc Medicine by 16.1% during the third quarter. JPMorgan Chase & Co. now owns 16,255 shares of the company’s stock worth $799,000 after buying an additional 2,257 shares in the last quarter. SG Americas Securities LLC raised its position in Disc Medicine by 66.0% in the fourth quarter. SG Americas Securities LLC now owns 8,076 shares of the company’s stock valued at $512,000 after purchasing an additional 3,212 shares during the last quarter. China Universal Asset Management Co. Ltd. boosted its position in Disc Medicine by 10.4% during the 4th quarter. China Universal Asset Management Co. Ltd. now owns 6,310 shares of the company’s stock worth $400,000 after buying an additional 593 shares during the period. Finally, Bleakley Financial Group LLC acquired a new stake in Disc Medicine in the fourth quarter valued at $486,000. Institutional investors own 83.70% of the company’s stock.

Insiders Place Their Bets

In related news, CEO John D. Quisel sold 5,574 shares of the stock in a transaction that occurred on Tuesday, February 18th. The stock was sold at an average price of $54.58, for a total transaction of $304,228.92. Following the completion of the transaction, the chief executive officer now directly owns 154,828 shares of the company’s stock, valued at approximately $8,450,512.24. This represents a 3.48 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Jonathan Yen-Wen Yu sold 1,610 shares of the business’s stock in a transaction dated 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 in the company, valued at $2,213,491.90. This represents a 3.82 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 356,290 shares of company stock valued at $19,336,901. 4.24% of the stock is currently owned by insiders.

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.