Rtw Investments 13F: Adds $33M to argenx (ARGX) Stake

RTW Investments boosted its stake in argenx SE, listed on the Nasdaq under the ticker ARGX, by 35,949 shares. This increase brings its total holdings to 709,446 shares, reflecting a 5.34% rise. The value of RTW's position is approximately $633.9 million, according to the latest Form 13F filing with the SEC, which reflects holdings as of the reporting period.

What Changed in RTW Investments' argenx SE Position

RTW Investments increased its argenx SE holdings from 673,497 shares to 709,446 shares, adding 35,949 shares. This represents a 5.34% increase in their position, with the total value now standing at about $633.9 million. The move suggests confidence in the biotechnology company's prospects.

Other Institutional Activity in argenx SE

In other institutional activity, FMR LLC reduced its argenx SE holdings by 601,285 shares, ending with 4,991,034 shares valued at approximately $3.64 billion. PRICE T ROWE ASSOCIATES INC /MD/ added 12,631 shares, bringing its total to 3,374,955 shares worth about $2.46 billion. Meanwhile, JANUS HENDERSON GROUP PLC increased its stake by 83,568 shares to 2,541,732 shares, valued at $1.85 billion. CAPITAL WORLD INVESTORS saw a significant addition of 339,982 shares, totaling 2,256,216 shares worth roughly $1.65 billion. Conversely, ARTISAN PARTNERS LIMITED PARTNERSHIP cut its holdings by 288,960 shares, leaving it with 1,467,982 shares valued at $1.07 billion.

argenx SE Stock Down 6.3%

Shares of NasdaqGS:ARGX traded near $893.52. The company has a market cap of $55.84 billion, a P/E ratio of 39.69, and a forward P/E of 24.36. Its beta is -0.033, indicating low volatility compared to the market. The stock's 52-week range is $510.06 to $934.62, with a 50-day moving average of $812.92 and a 200-day moving average of $807.77. The debt-to-equity ratio stands at 0.644.

Recent Earnings

In its most recent earnings, argenx SE reported revenue of approximately $4.74 billion, showing a robust growth of 62.6%. The company's net margin was 31.40%, with a return on equity of 31.4%. The next earnings report is expected on July 23, 2026.

Analysts Set New Price Targets

On June 1, 2026, Wells Fargo maintained its 'buy' rating on argenx SE with a price target of $1,291. Evercore ISI Group also upheld its 'buy' rating with a target of $1,059 on May 15, 2026. Guggenheim kept its 'buy' rating with a $1,135 target on May 8, 2026. The consensus among analysts is a 'strong buy', with an average price target of $1,028.46, based on 22 analyst opinions.

About argenx SE

argenx SE is a commercial-stage biopharmaceutical company based in Amsterdam, Netherlands. It focuses on developing therapies for autoimmune diseases, with products like VYVGART for treating generalized myasthenia gravis and immune thrombocytopenia. The company is involved in developing several other treatments for various diseases and has strategic partnerships with companies like Zai Lab and AbbVie. Founded in 2008, argenx employs around 1,863 people.

Bottom Line

RTW Investments' decision to increase its stake in argenx SE indicates a positive outlook on the company's future. While 13F filings are backward-looking, they provide insight into institutional confidence. As argenx SE continues to grow its revenue and maintain a strong buy consensus among analysts, it remains a stock to watch in the biotechnology sector.