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LENZ Therapeutics, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by George Jeffrey P., was filed 30 Mar 2026.
LENZ Therapeutics, Inc.: what insiders have been doing
Every trade that managers of LENZ Therapeutics, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Healthcare & Pharma sector. From 23 October 2025 to 23 October 2026, the disclosure feed for LENZ Therapeutics, Inc. logged 9 filings by 5 insiders.
On the market, 4 insiders bought (6 purchases totalling €567k) while 1 insider sold (2 sales totalling €225k). Taken together, the purchases exceed the sales by €343k. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. The largest single trade was a purchase of €218k by Schimmelpennink Evert B., published on 30 March 2026. On the buying side, the filings list 2 senior executives, 1 finance chief and 1 chief executive among the declarants.
The data flag 4 purchases as part of a group of insiders buying within 30 days of each other. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time. The latest purchase dates back some time: it was published 208 days ago, on 30 March 2026. The median gap between a trade and its publication by SEC (Form 4) is 3 days. The legal deadline for a Form 4 is two business days after the transaction.
With 9 filings in twelve months, the company is quieter than the median of 24 filings across the 3,168 companies we follow on the same exchange. Looking back to 2021, when coverage begins, insiders filed 29 purchases and 36 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 19.1 m USD and net income of -82.1 m USD.
Other companies in the same sector with recent insider buying flagged by our signals: Dynavox Group AB and EssilorLuxottica. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
95
Thresholds
n/a
Buy Volume
€32M
29 ops. · all time
Sell Volume
€58M
36 ops. · all time
Who traded when
BuySaleVersant Venture Capital VI, L.P.34 sales
Daniel R. Chevallard3 buys
Shawn Olsson2 sales
Evert B. Schimmelpennink1 buy
James W. Mccollum1 buy
Jeffrey P. George1 buy
Since the insiders bought
- -37.0%Entry US$9.15 · Close at T+90 US$5.76
- -37.0%Entry US$9.15 · Close at T+90 US$5.76
- -37.0%Entry US$9.15 · Close at T+90 US$5.76
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 LENZ Therapeutics, Inc. Buy (bullish), based on 7 analysts. Average price target: US$23.57.
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.
Fundamental score
Ranked 22,205 of 26,280 companies
27.0
score / 100
Value3
Quality51
FCF yld-68%
Earn yld-79%
EV/EBITDA·
ROE-59%
Gross mgn98%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$3.30
Analyst consensus
7 analystsBuy
US$5.00Target US$23.57(+615%)US$60.00
Income statement
RevenueUS$19.1M
Gross profitUS$18.7M98% margin
EBITDA-US$90.9M-476% margin
Net income-US$82.1M-430.3% margin
Valuation
PER (forward)-1.1x
P/Book0.5x
Beta1.73
Balance sheet & cash
Market capUS$103.5M
Total debtUS$815k
Free Cash Flow-US$70M
Debt / Equity0%
Profitability & ownership
ROE-59.2%
ROA-37.4%
% insiders2.6%
% institutions111.3%
Last declaration on 30 March 2026
Declarations95 total
5,592 shares@ US$8.9217100.0% of flowCommon StockSEC:0001796789-26-000003:0
Canonical exit: 25 Jun 2026 (T+90)
28,089 shares@ US$8.950582.3% of flowCommon StockSEC:0001713795-26-000004:0
Canonical exit: 25 Jun 2026 (T+90)
7,500 shares@ US$8.5754.4% of flowCommon StockSEC:0001706176-26-000004:0
Canonical exit: 25 Jun 2026 (T+90)
4,212 shares@ US$25.7437.1% of flowCommon StockSEC:0002015796-25-000003:1
5,788 shares@ US$26.3752.2% of flowCommon StockSEC:0002015796-25-000003:2
10,000 shares@ US$2.0865.9% of flowCommon StockSEC:0002015796-25-000003:0
10,500 shares@ US$22.788430.9% of flowCommon StockSEC:0001815776-25-000073:0
Canonical exit: 5 Feb 2026 (T+90)
2,178 shares@ US$22.7629.5% of flowCommon StockSEC:0001815776-25-000072:1
Canonical exit: 5 Feb 2026 (T+90)
20 shares@ US$22.710.4% of flowCommon StockSEC:0001815776-25-000072:0
Canonical exit: 5 Feb 2026 (T+90)
34,405 shares@ US$45.35472.2% of flowCommon StockSEC:0001193125-25-228493:1
83,066 shares@ US$46.40685.5% of flowCommon StockSEC:0001193125-25-228493:2
57,502 shares@ US$46.40683.8% of flowCommon StockSEC:0001193125-25-228493:3
177 shares@ US$47.01330.0% of flowCommon StockSEC:0001193125-25-228493:4
123 shares@ US$47.01330.0% of flowCommon StockSEC:0001193125-25-228493:5
49,701 shares@ US$45.35471.31% mcap6.1% of flowCommon StockSEC:0001193125-25-228493:0
24,370 shares@ US$41.59081.4% of flowCommon StockSEC:0001193125-25-211363:1
40,907 shares@ US$43.00382.5% of flowCommon StockSEC:0001193125-25-211363:2
20,148 shares@ US$43.00381.2% of flowCommon StockSEC:0001193125-25-211363:3
268 shares@ US$43.300.0% of flowCommon StockSEC:0001193125-25-211363:4
132 shares@ US$43.300.0% of flowCommon StockSEC:0001193125-25-211363:5
49,479 shares@ US$41.59085.5% of flowCommon StockSEC:0001193125-25-211363:0
10,076 shares@ US$40.02970.6% of flowCommon StockSEC:0000950170-25-111529:1
5,668 shares@ US$40.58990.3% of flowCommon StockSEC:0000950170-25-111529:2
2,809 shares@ US$40.58990.2% of flowCommon StockSEC:0000950170-25-111529:3
50,270 shares@ US$39.52552.9% of flowCommon StockSEC:0000950170-25-111529:4
25 of 95 declarations
About LENZ Therapeutics, Inc.
LENZ Therapeutics, Inc. is a United States-based biopharmaceutical company listed on NASDAQ under the ticker LENZ. Headquartered operationally in Solana Beach, California, the company is focused on ophthalmology, with a particular emphasis on presbyopia, a large age-related vision condition that affects near sight. LENZ was founded in 2013 under the name Presbyopia Therapies, Inc., and later changed its corporate name to LENZ Therapeutics in June 2021. Its corporate history shows a clear progression from an early-stage development biotech to a commercial-stage company anchored by a recently approved product.
The company’s strategic center is VIZZ (aceclidine ophthalmic solution) 1.44%, which LENZ describes as the first and only FDA-approved aceclidine-based eye drop for the treatment of presbyopia. That positioning is important: presbyopia is widespread, but the treatment landscape has historically been limited, making the market attractive for differentiated ophthalmic therapies. Prior to approval, LENZ advanced VIZZ through registration-enabling Phase 3 clinical work and submitted a New Drug Application to the FDA in 2024. The FDA approved VIZZ on July 31, 2025, and LENZ launched the product commercially in the United States in August 2025. For investors, this was the key inflection point that transformed the company from a development story into a commercial execution story.
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From a competitive standpoint, LENZ occupies a specialized niche with meaningful upside potential. Its value proposition rests on a once-daily eye-drop format, a focused presbyopia indication, and a first-mover advantage in aceclidine-based therapy. At the same time, the company still has many of the characteristics of an emerging commercial biotech: concentration in a single lead product, the need to scale awareness and adoption, and execution risk around commercialization, physician uptake, and market penetration. Until recently, LENZ had no approved product revenue, so the company’s financial profile remains in transition.
Geographically, the business is currently concentrated in the United States, which is also its initial commercial market. However, LENZ has started to broaden its geographic optionality. In March 2026, the company announced submission of a marketing authorization application to the European Medicines Agency for VIZZ, indicating an early step toward international expansion. That matters for long-term investors because the presbyopia opportunity is not limited to the U.S., and LENZ is beginning to build a global regulatory pathway.
For French-speaking investors, LENZ should be viewed as a health and pharma name on NASDAQ in the United States, with a recent regulatory win, a commercial launch underway, and an international expansion strategy in development. The core question now is not scientific validation, but commercial execution and the pace at which VIZZ can establish itself in a highly specialized ophthalmology market.
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