AMF Tjanstepension 13F: Adds $39M to VRTX Stake
Key Points
- AMF Tjanstepension grew its Vertex Pharmaceuticals Incorporated position by 74,005 shares to reach 388,770 shares valued at about $203.3 million.
- Vertex Pharmaceuticals Incorporated generated $12.6 billion in trailing twelve month revenue with a net profit margin of 35.0%.
- Several institutions adjusted their holdings in the biotechnology company, while analysts maintain a consensus buy rating.
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Institutional investor AMF Tjanstepension increased its stake in Vertex Pharmaceuticals Incorporated (NasdaqGS:VRTX) by 74,005 shares during the period, ending with a total of 388,770 shares. According to a Form 13F filing with the SEC on October 22, 2026, the updated holding was valued at approximately $203.3 million. This adjustment represents a 23.5% increase compared to the previous quarter's position of 314,765 shares.
Other Institutional Activity in Vertex Pharmaceuticals Incorporated
Other large investors also adjusted their positions in the biotechnology firm around the same time. Livforsakringsbolaget Skandia grew its holdings by 21,920 shares, ending with 27,700 shares worth about $14.5 million. Covea Finance disclosed a new position of 15,000 shares worth roughly $7.84 million. E. Ohman J:or Asset Management boosted its stake in Vertex Pharmaceuticals Incorporated by 552.3% to hold 57,554 shares worth about $30.1 million. On the other hand, Capital International Investors trimmed its holdings by 431,119 shares, ending with 4,695,144 shares valued at about $2.51 billion.
Vertex Pharmaceuticals Incorporated Stock Up 1.2%
Shares recently traded around $530.98 as of October 22, 2026, sitting 5.2% below their 52-week high of $560.25 and well above their 52-week low of $403.16. The stock trades above both its 50-day moving average of $522.37 and its 200-day moving average of $476.84.
Recent Earnings
Vertex Pharmaceuticals Incorporated reported trailing twelve month revenue of $12.59 billion alongside earnings of $17.27 per share. The biotechnology firm operates with a net profit margin of 35.0% and a return on equity of 23.5%. The company's next earnings report is scheduled for November 2, 2026. Revenue grew 12.5% compared to the prior year period, reflecting steady demand for its specialty treatments.
Dividend
Vertex Pharmaceuticals Incorporated currently pays no dividend, keeping its payout ratio at 0.0% as the company reinvests earnings back into its research and development pipeline.
Insider Buying and Selling at Vertex Pharmaceuticals Incorporated
Company insiders engaged in multiple transactions prior to the filing. Officer Carmen Bozic sold 596 shares on June 26, 2026, at a price of $482.50 for a total value of $287,570. Officer Joy Liu sold 828 shares on July 1, 2026, at $502.71 per share, totaling $416,244. Officer Duncan J. Mckechnie sold 1,541 shares on July 2, 2026, at $519.00 each for a value of $799,779. Finally, Officer Ourania Tatsis sold 1,500 shares on July 2, 2026, at $524.99 per share, amounting to $787,485.
Analysts Set New Price Targets
Wall Street firms have updated their outlooks on the stock in recent months. TD Cowen maintained a buy rating on August 4, 2026, while raising its target from $525.00 to $550.00. Truist Securities maintained a buy rating on August 5, 2026, lifting its target from $560.00 to $565.00. Barclays kept an overweight rating on August 5, 2026, nudging its target from $615.00 to $617.00. UBS maintained a buy rating on September 28, 2026, moving its target from $585.00 to $615.00. RBC Capital maintained an outperform rating on October 8, 2026, setting a target of $576.00 up from $570.00. Across the broader analyst community, the stock holds a consensus buy rating with a mean price target of $571.46.
About Vertex Pharmaceuticals Incorporated
Vertex Pharmaceuticals Incorporated is a Boston-based biotechnology company that researches, develops, and delivers medicines for serious specialty illnesses. Its core portfolio targets conditions such as cystic fibrosis, sickle cell disease, transfusion dependent beta thalassemia, and acute pain management.
Bottom Line
Investors will look toward the upcoming earnings release on November 2, 2026, for further insight into the company's financial health. Monitoring subsequent institutional disclosures will also help reveal whether large funds continue to add to their positions in the biotechnology sector.
Source: AMF Tjanstepension's 13F filing on $VRTX (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts