EXEL Exelixis (EXEL) Insider Trading, Ownership & Congress Trades
Pharma & Biotech · Biological products, (no diagnostic substances) · CIK 0000939767
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
392
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $497.5K priced
What the filings say about EXEL
Insiders, 180 days
-$11.1M net sold
9 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$526.5K
1 notice
Exelixis insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, EXELIXIS, INC. insiders sold a net $11.1M of stock across 139 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on May 7, 2026.
- The trade is 61.0% of the 16,079 shares held after it.
- No other insider sold within 30 days.
- 392 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Beckerle Mary C sold about $526.5K of EXEL on Aug 10, 2026; 392 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Feb 18, 2026.
- The trade is 1.4% of the 284,384 shares held after it.
- 8 other insiders sold within 30 days.
- 392 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WYSZOMIERSKI JACK L sold about $198.4K of EXEL on Jun 1, 2026; 8 other insiders sold within 30 days and 392 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Feb 13, 2026.
- The trade is 61.0% of the 16,079 shares held after it.
- 8 other insiders sold within 30 days.
- 392 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Eckhardt Sue Gail sold about $492.0K of EXEL on Jun 1, 2026; 8 other insiders sold within 30 days and 392 funds added in the latest 13F quarter.Context
- 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Feb 24, 2026.
- The trade is 7.3% of the 594,741 shares held after it.
- 8 other insiders sold within 30 days.
- 392 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Research and Development Aftab Dana sold about $2.2M of EXEL on May 26, 2026; 8 other insiders sold within 30 days and 392 funds added in the latest 13F quarter.Context
- 29 earlier Form 4 trades (code P or S) here by this insider (29 sales), the last on Feb 17, 2026.
- The trade is 9.0% of the 357,638 shares held after it.
- 8 other insiders sold within 30 days.
- 392 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Commercial Haley Patrick J. sold about $1.6M of EXEL on May 20, 2026; 8 other insiders sold within 30 days and 392 funds added in the latest 13F quarter.139 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$11.1M over 180 days
-$526.5K over 90 days
below 85% of Pharma & Biotech
Congress
no House purchase disclosed in the last 12 months
Funds
392 funds bought in last quarter
more than 96% of Pharma & Biotech
Revenue
+7.0% year over year
more than 56% of Pharma & Biotech
Margin
33.7% net margin
more than 92% of Pharma & Biotech
Buybacks
$753.3M repurchased, FY to 2026-07-03
more than 90% of Pharma & Biotech
Short interest
13.2% of the float short (float per yahoo 2026-10-26) · 12.7 days to cover · settled 2026-09-30
more than 75% of Pharma & Biotech
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch EXEL
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+71.1%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns EXEL: institutional holders (13F)
13F holdings, latest reported quarter
29,075,377 sh
$1.6B
13,468,010 sh
$732.8M
13,427,993 sh
$730.6M
12,043,122 sh
$655.3M
11,023,943 sh
$598.6M
Congress trades in EXEL
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
EXEL planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
MARY BECKERLE
Filed 2026-08-10
$526.5K
EXEL mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
LIVE OAK HEALTH SCIENCES FUND
$2.8M position · as of 2026-07-31
5.0%
13D Activist Fund
$5.5M position · as of 2026-06-30
4.8%
ROCK OAK CORE GROWTH FUND
$629.7K position · as of 2026-07-31
4.6%
Saratoga Health & Biotechnology Fund
$476.8K position · as of 2026-05-31
4.6%
FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY
$41.5M position · as of 2026-06-30
4.3%
iShares Genomics Immunology and Healthcare ETF
$7.0M position · as of 2026-07-31
3.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Clinical pipeline
32 registered trials, 22 still running (ClinicalTrials.gov).
A status change is dated here weeks before the press release.
14
Phase 1
9 active
6
Phase 2
2 active
8
Phase 3
8 active
1
Phase 4
1 active
3
Multi-phase
2 active
What changed recently
Zanzalintinib Alone or in Combination With Pembrolizumab and Berahyaluronidase Alfa in P
2026-09-22 · Not Yet Recruiting → Recruiting
Phase 3
Matched by sponsor name. Trials run under a subsidiary's
own name are not included.
Executive pay vs shareholder return · Dr. Morrissey
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$33.2M
$55.1M
$9.1M
+117%
+25%
2024
$12.7M
$39.4M
$4.1M
+100%
+22%
2023
$16.4M
$31.7M
$5.5M
+41%
+21%
2022
$16.9M
$16.0M
$5.1M
-6%
+16%
2021
$7.5M
$15.3M
$3.5M
+7%
+29%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $11.1M sold by insiders over 180 days, 392 funds added last quarter, $526.5K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
EXEL financials
Revenue growth
+7.0%
XBRL, annual
Net margin
33.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.4B
four quarters, 2025-07-05 to 2026-07-03
Revenue, TTM EXEL
| FY Jan 2026 | $2.3B |
| FY Jan 2025 | $2.2B |
| FY Dec 2023 | $1.8B |
| FY Dec 2022 | $1.6B |
| FY Dec 2021 | $1.4B |
| Jul 2026 | $628.7M |
| Apr 2026 | $610.8M |
| Jan 2026 | $598.7M |
| Oct 2025 | $597.8M |
| Jul 2025 | $568.3M |
| Apr 2025 | $555.4M |
| Jan 2025 | $566.8M |
| Sep 2024 | $539.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+35.3%
net income over revenue, 2025-07-05 to 2026-07-03
Net margin, TTM EXEL
| FY Jan 2026 | +33.7% |
| FY Jan 2025 | +24.0% |
| FY Dec 2023 | +11.4% |
| FY Dec 2022 | +11.3% |
| FY Dec 2021 | +16.1% |
| Jul 2026 | +33.7% |
| Apr 2026 | +34.5% |
| Jan 2026 | +40.9% |
| Oct 2025 | +32.4% |
| Jul 2025 | +32.5% |
| Apr 2025 | +28.7% |
| Jan 2025 | +24.7% |
| Sep 2024 | +21.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.2B
operating cash flow minus capex, 2025-07-05 to 2026-07-03
Free cash flow, TTM EXEL
| FY Jan 2026 | $875.8M |
| FY Jan 2025 | $671.5M |
| FY Dec 2023 | $292.9M |
| FY Dec 2022 | $334.9M |
| FY Dec 2021 | $346.6M |
| Jul 2026 | $300.9M |
| Apr 2026 | $250.3M |
| Jan 2026 | $332.4M |
| Oct 2025 | $288.8M |
| Jul 2025 | $46.2M |
| Apr 2025 | $208.5M |
| Jan 2025 | $236.3M |
| Sep 2024 | $263.1M |
At each fiscal year end
Single quarter
Debt to equity
0.00x
long-term debt only, 2017-12-29 (103 months older than the period end); equity 2026-07-03
Debt to equity EXEL
| FY Jan 2026 | 0.00x |
| FY Jan 2025 | 0.00x |
| FY Dec 2023 | 0.00x |
| FY Dec 2022 | 0.00x |
| FY Dec 2021 | 0.00x |
| Jul 2026 | 0.00x |
| Apr 2026 | 0.00x |
| Jan 2026 | 0.00x |
| Oct 2025 | 0.00x |
| Jul 2025 | 0.00x |
| Apr 2025 | 0.00x |
| Jan 2025 | 0.00x |
| Sep 2024 | 0.00x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt to cover
Cash flow to debt EXEL
| FY Jan 2026 | n/a |
| FY Jan 2025 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+44.4%
TTM net income over average of 2025-07-04 and 2026-07-03
Return on equity EXEL
| FY Jan 2026 | +35.5% |
| FY Jan 2025 | +23.1% |
| FY Dec 2023 | +8.7% |
| FY Dec 2022 | +7.8% |
| FY Dec 2021 | +11.3% |
| Jul 2026 | +44.4% |
| Apr 2026 | +41.0% |
| Jan 2026 | +35.5% |
| Oct 2025 | +30.6% |
| Jul 2025 | +29.0% |
| Apr 2025 | +30.2% |
| Jan 2025 | +23.1% |
| Sep 2024 | +20.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+33.3%
TTM net income over average of 2025-07-04 and 2026-07-03
Return on assets EXEL
| FY Jan 2026 | +27.0% |
| FY Jan 2025 | +17.7% |
| FY Dec 2023 | +6.9% |
| FY Dec 2022 | +6.4% |
| FY Dec 2021 | +9.7% |
| Jul 2026 | +33.3% |
| Apr 2026 | +30.7% |
| Jan 2026 | +27.0% |
| Oct 2025 | +23.4% |
| Jul 2025 | +22.1% |
| Apr 2025 | +22.8% |
| Jan 2025 | +17.7% |
| Sep 2024 | +15.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
effective tax rate 155%, not meaningful
Return on invested capital EXEL
| FY Jan 2026 | n/a |
| FY Jan 2025 | n/a |
| FY Dec 2023 | +4.8% |
| FY Dec 2022 | +6.1% |
| FY Dec 2021 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+43.4%
operating income (EBIT proxy) over average of 2025-07-04 and 2026-07-03 minus current liabilities
Return on capital employed EXEL
| FY Jan 2026 | +35.0% |
| FY Jan 2025 | +23.7% |
| FY Dec 2023 | +6.5% |
| FY Dec 2022 | +8.0% |
| FY Dec 2021 | +13.6% |
| Jul 2026 | +43.4% |
| Apr 2026 | +40.2% |
| Jan 2026 | +35.0% |
| Oct 2025 | +31.9% |
| Jul 2025 | +29.3% |
| Apr 2025 | +31.3% |
| Jan 2025 | +23.7% |
| Sep 2024 | +20.3% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
20.47x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-05 to 2026-07-03
P/E, trailing EXEL
| FY Jan 2026 | 15.73x |
| FY Jan 2025 | 19.19x |
| FY Dec 2023 | 37.48x |
| FY Dec 2022 | 28.14x |
| FY Dec 2021 | 25.39x |
| Jul 2026 | 17.56x |
| Apr 2026 | 14.58x |
| Jan 2026 | 15.73x |
| Oct 2025 | 16.92x |
| Jul 2025 | 22.19x |
| Apr 2025 | 15.71x |
| Jan 2025 | 19.19x |
| Sep 2024 | 16.64x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$15.9B
market value at close 2026-10-26 on 2026-07-27 shares, plus long-term debt only, 2017-12-29 (103 months older than the period end), minus cash 2026-07-03
Enterprise value EXEL
| FY Jan 2026 | $11.2B |
| FY Jan 2025 | $9.5B |
| FY Dec 2023 | $7.2B |
| FY Dec 2022 | $4.7B |
| FY Dec 2021 | $5.1B |
| Jul 2026 | $13.8B |
| Apr 2026 | $11.2B |
| Jan 2026 | $11.2B |
| Oct 2025 | $10.4B |
| Jul 2025 | $12.4B |
| Apr 2025 | $9.5B |
| Jan 2025 | $9.5B |
| Sep 2024 | $7.1B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+7.3%
TTM free cash flow over market value at close 2026-10-26
FCF yield EXEL
| FY Jan 2026 | +7.5% |
| FY Jan 2025 | +6.9% |
| FY Dec 2023 | +3.9% |
| FY Dec 2022 | +6.5% |
| FY Dec 2021 | +6.0% |
| Jul 2026 | +8.4% |
| Apr 2026 | +8.1% |
| Jan 2026 | +7.5% |
| Oct 2025 | +7.2% |
| Jul 2025 | +6.0% |
| Apr 2025 | +8.5% |
| Jan 2025 | +6.9% |
| Sep 2024 | +5.8% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.39x
P/E over trailing EPS growth of 53%: four quarters to 2026-07-03 against the four to 2025-07-04
PEG, trailing EXEL
| FY Jan 2026 | 0.28x |
| FY Jan 2025 | 0.11x |
| FY Dec 2023 | 3.05x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.24x |
| Jul 2026 | 0.33x |
| Apr 2026 | 0.40x |
| Jan 2026 | 0.28x |
| Oct 2025 | 0.33x |
| Jul 2025 | 0.28x |
| Apr 2025 | 0.06x |
| Jan 2025 | 0.11x |
| Sep 2024 | 0.04x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-01 | 2025-01 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $2.3B | $2.2B | $1.8B | $1.6B |
| Operating income | $872.2M | $604.6M | $170.9M | $201.5M |
| Net income | $782.6M | $521.3M | $207.8M | $182.3M |
| EPS (diluted) | 2.78 | 1.76 | 0.65 | 0.56 |
| Operating cash flow | $884.3M | $700.0M | $333.3M | $362.6M |
| Cash | $482.5M | $217.4M | $263.0M | $501.2M |
| Buybacks | $947.5M | $652.0M | $550.4M | $0 |
SEC XBRL, fiscal years, as known on 2026-10-28
EXEL Stock Sonar score 6/7 axes
Find similar shapesCompareEXEL ranks highest on financial health (99th percentile) and profitability (95th), and lowest on insider conviction (7th), among Pharma & Biotech peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
EXEL filings, in plain words
Are Exelixis insiders buying or selling EXEL?
In the 180 days to 2026-10-28, Exelixis insiders were net sellers, a net $11.1M across purchases and sales reported on Form 4, by 9 sellers.
Are there planned insider sales of EXEL?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $526.5K of stock; the latest, by MARY BECKERLE, was filed 2026-08-10.
Read the full summary
In the 180 days to 2026-10-28, Exelixis insiders were net sellers of EXEL, a net $11.1M across purchases and sales reported on Form 4 by 9 sellers. None of the 10 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $526.5K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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