LYEL Chief Medical Officer Mattieu Sells $3.6K of Stock

Aguirre Jarrad Mattieu, Chief Medical Officer at Lyell Immunopharma, Inc. (LYEL), sold 422 shares on October 12, 2026, at a price of $8.63 each, totaling $3,642. This transaction was not part of a planned sale.

Inside Aguirre's Trade

Aguirre's recent sale of 422 shares brings his total holdings down, as he sold at a price of $8.63.

Other Institutional Activity in Lyell Immunopharma

Other funds have remained steady in their positions. Arch Venture Management, LLC holds 3,247,162 shares, valued at about $26.4 million. GSK plc also maintains 1,512,659 shares worth around $12.3 million. Vanguard Capital Management LLC increased its stake by 68,587 shares to a total of 786,774 shares, valued at $6.4 million. BlackRock, Inc. grew its holdings significantly by 532,524 shares, ending with 724,342 shares worth about $5.9 million.

Lyell Immunopharma, Inc. Stock Up 0.4%

Currently, Lyell Immunopharma shares are trading around $8.22 as of October 16, 2026. This is below both the 50-day moving average of $12.08 and the 200-day average of $17.78, indicating a challenging market environment. The stock is also down approximately 81.7% from its 52-week high of $45.00.

Recent Earnings

In its latest reporting period, Lyell Immunopharma reported trailing twelve-month revenue of $27,000, a significant decline of 50% year-over-year. The company has not been profitable, with an EPS of -$12.86 and a return on equity of -93.3%. The next earnings report is scheduled for November 6, 2026.

Insider Buying and Selling at Lyell Immunopharma, Inc.

Prior to Aguirre's trade, several other insiders sold shares as well. On August 21, 2026, CEO Lynn Seely sold 9,589 shares at $15.54 each, totaling $149,013. Chief Operating Officer Stephen J Hill sold 989 shares, also at $15.54, for $15,369. On September 10, 2026, Officer David M.D. Shook sold 500 shares at $12.70, amounting to $6,350.

Analysts Set New Price Targets

Analysts have shown interest in Lyell Immunopharma, with B. Riley Securities initiating coverage with a "Buy" rating and a $44.00 price target on July 22, 2026. Stifel also initiated a "Buy" rating with a target of $36.00 on August 6, 2026. Needham reiterated its "Buy" rating with a target of $44.00 on September 11, 2026. The consensus target price among analysts is $37.88, significantly above the current trading price.

About Lyell Immunopharma

Lyell Immunopharma, Inc. is a clinical-stage biotechnology company focused on developing cell therapies, particularly chimeric antigen receptor (CAR) T-cell products. These therapies aim to treat patients with various blood cancers and solid tumors. The company's recent insider trading activity and analyst ratings reflect ongoing interest in its potential despite current market challenges.

Bottom Line

Lyell Immunopharma is facing significant market challenges, with its stock trading well below key moving averages. Investors should pay attention to the upcoming earnings report on November 6, 2026, as it may provide further insights into the company's performance. Aguirre's trade is part of a broader pattern of insider selling, which may warrant further observation.