Janney Montgomery Scott LLC Has $478,000 Stake in Personalis, Inc. $PSNL

Janney Montgomery Scott LLC lifted its holdings in Personalis, Inc. (NASDAQ:PSNL) by 150.0% in the 1st quarter, Holdings Channel reports. The firm owned 75,000 shares of the company’s stock after buying an additional 45,000 shares during the quarter. Janney Montgomery Scott LLC’s holdings in Personalis were worth $478,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Aberdeen Group plc boosted its holdings in shares of Personalis by 36.1% during the 4th quarter. Aberdeen Group plc now owns 3,249,895 shares of the company’s stock worth $25,869,000 after buying an additional 861,948 shares during the period. Oracle Investment Management Inc. bought a new stake in shares of Personalis in the 3rd quarter worth approximately $1,496,000. Howland Capital Management LLC lifted its position in Personalis by 65.5% in the fourth quarter. Howland Capital Management LLC now owns 547,115 shares of the company’s stock worth $4,355,000 after purchasing an additional 216,442 shares during the period. Next Century Growth Investors LLC acquired a new position in shares of Personalis in the 4th quarter valued at $4,970,000. Finally, D.A. Davidson & CO. bought a new position in shares of Personalis during the 4th quarter worth about $1,158,000. 61.91% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several analysts recently commented on the company. Morgan Stanley boosted their price target on Personalis from $9.00 to $13.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. BTIG Research dropped their price objective on Personalis from $13.00 to $11.00 and set a “buy” rating for the company in a research note on Monday, May 11th. TD Cowen reissued a “buy” rating on shares of Personalis in a report on Wednesday. Weiss Ratings restated a “sell (d-)” rating on shares of Personalis in a research note on Tuesday, April 21st. Finally, Wall Street Zen lowered shares of Personalis from a “hold” rating to a “sell” rating in a report on Saturday, June 13th. Six research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Personalis currently has a consensus rating of “Moderate Buy” and an average target price of $11.67.

Personalis Price Performance

PSNL opened at $15.79 on Thursday. The firm has a 50 day simple moving average of $10.56 and a 200 day simple moving average of $8.80. Personalis, Inc. has a fifty-two week low of $3.84 and a fifty-two week high of $16.15. The company has a market cap of $1.65 billion, a price-to-earnings ratio of -15.48 and a beta of 2.24.

Personalis (NASDAQ:PSNL) last released its earnings results on Thursday, May 7th. The company reported ($0.29) earnings per share for the quarter, missing the consensus estimate of ($0.23) by ($0.06). The company had revenue of $15.47 million during the quarter, compared to analyst estimates of $14.48 million. Personalis had a negative net margin of 148.11% and a negative return on equity of 43.52%. As a group, analysts expect that Personalis, Inc. will post -1.07 EPS for the current year.

Insider Buying and Selling

In related news, CFO Aaron Tachibana sold 4,982 shares of the stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $14.00, for a total transaction of $69,748.00. Following the completion of the transaction, the chief financial officer directly owned 198,833 shares in the company, valued at approximately $2,783,662. This trade represents a 2.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Christopher M. Hall sold 100,000 shares of Personalis stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $15.08, for a total transaction of $1,508,000.00. Following the completion of the sale, the chief executive officer owned 235,986 shares in the company, valued at $3,558,668.88. This trade represents a 29.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 435,032 shares of company stock valued at $5,599,929. 4.20% of the stock is owned by company insiders.

About Personalis

Personalis, Inc (NASDAQ: PSNL) is a clinical‐stage genomics company that develops and markets advanced next‐generation sequencing (NGS) services and assays designed to accelerate precision medicine. The Company’s core offering is the ImmunoID NeXT™ Platform, which combines comprehensive tumor profiling—including whole exome, transcriptome, and T‐cell receptor sequencing—with proprietary bioinformatics to identify biomarkers and guide immuno‐oncology research. Personalis serves biopharmaceutical companies, academic institutions, and clinical research organizations seeking in‐depth insights into cancer, autoimmune diseases and other complex conditions.

In addition to its flagship ImmunoID NeXT™ Platform, Personalis offers a suite of customizable sequencing assays for biomarker discovery, clinical trial support and companion diagnostic development.