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Arcus Biosciences, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 27 Feb 2025.
Arcus Biosciences, Inc.: what insiders have been doing
Arcus Biosciences, Inc., founded in 2015, is a Healthcare & Pharma company based in Hayward. Its directors and officers file their transactions with SEC (Form 4). Between 18 October 2025 and 18 October 2026, 16 insiders published 50 filings.
No insider bought on the market over the period, while 7 insiders filed 25 sales totalling €7.1M. The amount is not disclosed for 4 filings. Jaen Juan C. filed the largest sale, €1.8M, on 5 December 2025, which represents 0.059% of the company's market value.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
For context, the typical company on the same exchange (median of 5,812 companies) published 19 filings over the same period, against 50 filings here. The full history, which starts in 2021, counts 5 purchases against 78 sales. The 10-K for the year ended 31 December 2025 shows 247.0 m USD of revenue and -353.0 m USD of net income.
In the same sector, recent insider purchases at Cooper Companies, Inc. and Cytosorbents Corp also feature in our signals. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
200
Thresholds
n/a
Buy Volume
€328M
5 ops. · all time
Sell Volume
€14M
78 ops. · all time
Who traded when
BuySaleJuan C. Jaen13 sales
Alexander Azoy6 sales
II Robert C. Goeltz6 sales
Rosen Terry J1 buy1 sale
Carolyn C. Tang1 sale
Gilead Sciences, Inc.1 buy
+3 other insiders
Since the insiders bought
- +119.8%Entry US$10.89 · Close at T+365 US$23.94
- +119.8%Entry US$10.89 · Close at T+365 US$23.94
- +70.3%Entry US$11.07 · Close at T+365 US$18.85
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Arcus Biosciences, Inc. Strong Buy (bullish), based on 12 analysts. Average price target: US$40.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2025FY ended December 2025 · cache
US$22.53
Analyst consensus
12 analystsStrong buy
US$23.00Target US$40.00(+78%)US$47.00
Income statement
RevenueUS$247M
EBITDA-US$335M-136% margin
Net income-US$353M-142.9% margin
Valuation
PER (forward)-7.1x
P/Book6.2x
Beta0.94
Balance sheet & cash
Market capUS$2.9B
Total debtUS$112M
Free Cash Flow-US$484M
Debt / Equity51%
Profitability & ownership
ROE-90.8%
ROA-30.4%
% insiders28.8%
% institutions74.9%
Last declaration on 24 August 2026
Declarations200 total
2,827 shares@ US$30.000.0025% mcap17.0% of flowCommon StockSEC:0001771961-26-000006:1
2,827 shares@ US$15.440.0013% mcap8.8% of flowCommon StockSEC:0001771961-26-000006:0
2,827 shares@ US$29.520.0024% mcap100.0% of flowCommonSEC144:0001950047-26-008535
48,502 shares@ US$30.0530.043% mcap20.3% of flowCommon StockSEC:0001422996-26-000006:0
19,799 shares@ US$28.6080.017% mcap7.9% of flowCommon StockSEC:0001422996-26-000006:1
268 shares@ US$29.3970.0002% mcap0.1% of flowCommon StockSEC:0001422996-26-000006:2
9,236 sharesCommon StockSEC:0001610717-26-000294:0
14,067 sharesCommon StockSEC:0001610717-26-000294:1
1,697 sharesCommon StockSEC:0001610717-26-000294:2
6,431 sharesCommon StockSEC:0001610717-26-000294:3
5,700 sharesCommon StockSEC:0001201617-26-000003:0
5,700 sharesCommon StockSEC:0001206977-26-000009:0
5,700 sharesCommon StockSEC:0001277503-26-000003:0
5,700 sharesCommon StockSEC:0001734422-26-000005:0
5,700 sharesCommon StockSEC:0001770252-26-000003:0
5,700 sharesCommon StockSEC:0001792164-26-000006:0
34,090 sharesCommon StockSEC:0001836662-26-000005:0
5,700 sharesCommon StockSEC:0001311210-26-000003:0
2,562 shares@ US$25.77040.0018% mcap13.3% of flowCommon StockSEC:0001771961-26-000004:0
5,050 shares0Common StockSEC:0001792164-26-000003:0
7,763 shares@ US$25.630.0056% mcap16.0% of flowCommon StockSEC:0001653881-26-000005:0
24,000 shares0Common StockSEC:0002056093-26-000002:0
25 of 200 declarations
About Arcus Biosciences, Inc.
Arcus Biosciences, Inc. (NYSE: RCUS) is a clinical-stage biopharmaceutical company headquartered in Hayward, California, in the United States. Founded in 2015, Arcus was built around deep discovery capabilities and a strategy centered on rational combination therapies with the aim of developing best-in-class medicines, primarily in oncology. Unlike a commercial-stage pharmaceutical company, Arcus is still a pipeline-driven story: for investors, the key value drivers are clinical data, regulatory progress, partnership economics, and the company’s ability to convert experimental assets into approved therapies.
Arcus’ core business is cancer drug development. Its leading programs include domvanalimab, an Fc-silent anti-TIGIT antibody being studied together with zimberelimab, an anti-PD-1 antibody; casdatifan, a HIF-2α inhibitor focused on clear cell renal cell carcinoma; and quemliclustat, a small-molecule CD73 inhibitor being evaluated in pancreatic cancer. The company has also expanded into inflammation and immunology, with preclinical programs targeting MRGPRX2, TNF, CCR6, CD89 and CD40L. This broader portfolio matters strategically: it diversifies scientific risk beyond a single mechanism, but it also increases operational complexity and development spending.
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From a competitive standpoint, Arcus operates in one of the most crowded segments of biotech, where large pharmaceutical groups and better-capitalized peers compete across the same therapeutic pathways and tumor types. Arcus’ differentiation lies in its combination-therapy design philosophy, its chemistry and translational expertise, and its partnership model. Collaborations with Gilead and AstraZeneca provide external validation, development support, and the potential for shared future commercialization, while also implying that some economics are shared. For investors, Arcus should be viewed as a high-upside, high-risk clinical oncology platform rather than a stable earnings compounder.
Geographically, the company’s operational base is in California, but its footprint is global through clinical trials and regional collaboration rights. Taiho holds rights in Japan and certain other Asian territories for selected programs, while AstraZeneca is involved in the PACIFIC-8 phase 3 study in unresectable stage III non-small cell lung cancer. Recent highlights in 2025 and 2026 have centered on casdatifan’s ongoing development, pipeline prioritization, and continued execution in late-stage trials. Arcus has also accessed capital through equity offerings, which is important for investors to monitor given the need to fund an expensive and lengthy clinical development cycle on the NYSE in the United States.
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