Insider Trading March 27, 2026

Legend Biotech CEO Sells $87K in Shares as Company Posts Strong Carvykti Revenue

Huang Ying disposed of nearly 10,000 shares on March 25, 2026, amid mixed market sentiment and solid quarterly performance driven by Carvykti sales

By Ajmal Hussain LEGN
Legend Biotech CEO Sells $87K in Shares as Company Posts Strong Carvykti Revenue
LEGN

Legend Biotech Chief Executive Officer Huang Ying sold 9,936 ordinary shares on March 25, 2026, for roughly $87,138, according to an SEC Form 4. The sale occurred as the stock traded near a 52-week low, even after the company reported a revenue beat for the fourth quarter and full-year 2025 driven by Carvykti. Analysts issued a range of price targets and maintained generally positive ratings.

Key Points

  • CEO Huang Ying sold 9,936 ordinary shares on March 25, 2026, at a weighted average price of $8.77, totaling about $87,138.
  • Legend Biotech reported approximately $306 million in revenue for Q4 2025, beating Raymond James’ $288 million estimate; Carvykti sales reached $555 million in the quarter and $1.9 billion for the year.
  • Analysts maintained generally positive ratings but issued varying price targets, ranging from $62 to $86, reflecting differing models and outlooks in the biotech and healthcare markets.

Legend Biotech (NASDAQ: LEGN) reported an insider transaction on March 25, 2026, when Chief Executive Officer Huang Ying sold 9,936 ordinary shares, a filing with the Securities and Exchange Commission shows. The shares were sold at a weighted average price of $8.77, producing gross proceeds of approximately $87,138.

The execution prices for the shares ranged between $8.63 and $8.91. After completing the sale, Huang directly holds 247,438 ordinary shares of the company, per the Form 4 disclosure.

The insider sale occurred while Legend Biotech's stock was trading close to its 52-week low of $16.24 and had declined about 48% over the prior six months. Despite the recent share-price weakness, an InvestingPro analysis cited in company materials identifies the stock as undervalued and includes it on a list of the most undervalued equities. A comprehensive Pro Research Report for Legend Biotech, along with coverage on over 1,400 U.S. stocks, is available to subscribers seeking deeper analysis.

On the operational front, Legend Biotech released fourth-quarter and full-year 2025 financial results showing total revenue for the quarter of approximately $306 million, topping Raymond James' estimate of $288 million. The company reported adjusted earnings per share of $(0.08), which compared favorably to the projected $(0.10). The improvement was attributed to higher license revenues and reduced research-and-development expenditures.

Sales of the company’s CAR-T therapy, Carvykti, reached $555 million in the fourth quarter and $1.9 billion for the full year. Legend Biotech’s share of those totals was $306.3 million for the quarter and $1.03 billion for the full year, respectively.

Research coverage following the results was broadly constructive on ratings, though price targets varied. RBC Capital lowered its price target to $62 from $66 while maintaining an Outperform rating after updating its model. Raymond James kept an Outperform rating with an $86 price target, citing the quarter’s strength. Truist Securities maintained a Buy rating with a $70 target, emphasizing company capacity, and Jefferies reiterated a Buy rating with a $69 target, highlighting strong Carvykti sales momentum and projecting robust sales into 2026.


Context and takeaway - The chief executive's sale is a discrete, reported transaction disclosed via Form 4 and does not by itself indicate management sentiment beyond the filing. It comes against a backdrop of meaningful Carvykti revenue growth and mixed market reaction reflected in diverging analyst price targets and a depressed share price near the 52-week low.

Risks

  • Market risk: The company's shares were trading near a 52-week low of $16.24 and had fallen about 48% over six months, indicating elevated market volatility for the stock - this primarily impacts equity investors and market participants.
  • Execution and revenue mix risk: Although the quarter beat revenue and EPS estimates, reliance on license revenues and the mix effects that reduced R&D spend could create variability in future results - this affects the healthcare and biotech earnings outlook.
  • Analyst model uncertainty: Divergent analyst price targets and model updates mean projections for future performance vary materially, introducing uncertainty for investors and impacting capital markets assessments of valuation.

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