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Zentalis Pharmaceuticals, Inc. Stock: price and insider trades · United States
1 insider bought €13.1M of shares over the last 90 days, the latest by WALTERS GROUP, filed 19 Aug 2026.
Zentalis Pharmaceuticals, Inc.: what insiders have been doing
Zentalis Pharmaceuticals, Inc., classified in the Healthcare & Pharma sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). In the past year (23 October 2025 to 23 October 2026), 14 filings came from 6 insiders.
Both sides are active: 2 purchases worth €19.7M and 10 sales worth €8.6M, from 1 insider and 4 insiders respectively. Netting one side against the other leaves €11.1M of net buying. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Biggest ticket of the year: €13.1M, bought by Walters Group and made public on 19 August 2026 (5.7% of market cap). The buyers include 1 major shareholder.
Compared with its exchange (3,168 companies, median 24 filings), a count of 14 filings is below the norm. Since 2020, the database holds 17 purchases and 451 sales by insiders of the company. For the fiscal year to 31 December 2025, the annual 10-K puts net income at -137.1 m USD.
The last insider purchase was made public on 19 August 2026, 66 days ago. The median gap between a trade and its publication by SEC (Form 4) is 1 day. Section 16 rules allow two business days to file each Form 4. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
Other companies in the same sector with recent insider buying flagged by our signals: Dynavox Group AB and EssilorLuxottica. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
561
Thresholds
n/a
Buy Volume
€132M
17 ops. · all time
Sell Volume
€105M
451 ops. · all time
Who traded when
BuySaleVincent Vultaggio6 sales
Ingmar Bruns1 buy2 sales
Julia Marie Eastland1 buy2 sales
Mark Lackner2 sales
Walters Group2 buys
Andrea Paul1 sale
+4 other insiders
Since the insiders bought
- -44.5%Entry US$3.84 · Close 16 Oct 2026 US$2.13
- +182.1%Entry US$1.45 · Close at T+365 US$4.09
- -1.6%Entry US$2.43 · Close at T+365 US$2.39
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 Zentalis Pharmaceuticals, Inc. Buy (bullish), based on 10 analysts. Average price target: US$7.52.
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$2.36
Analyst consensus
10 analystsBuy
US$5.00Target US$7.52(+219%)US$10.00
Income statement
EBITDA-US$144.3M
Net income-US$137.1M0.0% margin
Valuation
PER (forward)-1.3x
P/Book1.2x
Beta1.94
Balance sheet & cash
Market capUS$231.6M
Total debtUS$35.7M
Free Cash Flow-US$125.2M
Debt / Equity26%
Profitability & ownership
ROE-66.7%
ROA-33.2%
% insiders21.9%
% institutions50.8%
Last declaration on 1 October 2026
Declarations561 total
9,727 shares@ US$2.180.0082% mcap27.2% of flowCommon StockSEC:0001628280-26-064317:0
4,335,000 shares@ US$3.505.75% mcap66.6% of flowCommon StockSEC:0001213900-26-091823:0
Canonical exit: 12 Nov 2026 (T+90)
114,200 shares0Common StockSEC:0002018966-26-000005:0
889 shares@ US$2.392.7% of flowCommon StockSEC:0001500189-26-000004:1
335 shares@ US$2.391.0% of flowCommon StockSEC:0001838041-26-000004:1
3,379 shares@ US$2.396.9% of flowCommon StockSEC:0002018766-26-000006:1
6,894 shares@ US$2.4214.3% of flowCommon StockSEC:0002018766-26-000006:2
2,962 shares@ US$2.429712.2% of flowCommon StockSEC:0001838041-26-000004:0
7,866 shares@ US$2.429725.5% of flowCommon StockSEC:0001500189-26-000004:0
29,951 shares@ US$2.429786.0% of flowCommon StockSEC:0002018766-26-000006:0
556 shares@ US$2.521.2% of flowCommon StockSEC:0002018766-26-000004:1
2,540 shares@ US$2.557.6% of flowCommon StockSEC:0002018766-26-000004:0
6,459,973 shares@ US$1.2033.4% of flowCommon StockSEC:0001213900-26-002567:0
Canonical exit: 31 Mar 2026 (T+90)
7,500,000 shares@ US$1.337.9% of flowCommon Stock, par value $0.001 per shareSEC:0000902664-25-005288:0
57,603 shares0Common StockSEC:0001725160-25-000137:0
57,603 shares0Common StockSEC:0001725160-25-000135:0
57,603 shares0Common StockSEC:0001725160-25-000129:0
57,603 shares0Common StockSEC:0001725160-25-000133:0
57,603 shares0Common StockSEC:0001725160-25-000131:0
21,000 shares@ US$1.3987100.0% of flowCommon StockSEC:0001725160-25-000094:0
Canonical exit: 29 Jul 2025 (T+90)
20,000 shares@ US$2.282887.8% of flowCommon StockSEC:0001725160-25-000047:0
Canonical exit: 7 May 2025 (T+90)
2,615 shares@ US$1.714.4% of flowCommon StockSEC:0001725160-25-000043:1
13,230 shares@ US$1.7138.6% of flowCommon StockSEC:0001725160-25-000040:1
14,368 shares@ US$1.7144.3% of flowCommon StockSEC:0001725160-25-000041:1
335,907 shares0Common StockSEC:0001725160-25-000041:0
25 of 561 declarations
About Zentalis Pharmaceuticals, Inc.
Zentalis Pharmaceuticals, Inc. is a US-listed clinical-stage biopharmaceutical company traded on the Nasdaq under the ticker ZNTL. It is headquartered in San Diego, California, with an operating footprint that has also been associated historically with New York City. From an equity-analyst perspective, Zentalis is best understood as a focused oncology biotech: it has no commercial product revenue today, a relatively narrow pipeline, and a valuation profile that is highly dependent on clinical execution, regulatory milestones, and financing discipline. The company was initially formed in December 2014 and began operations in January 2015, later evolving through corporate restructuring into Zentalis Pharmaceuticals, Inc.
The company’s core investment story is built around azenosertib (ZN-c3), an investigational WEE1 inhibitor that Zentalis describes as potentially first-in-class and best-in-class. WEE1 is a cell-cycle checkpoint target, and Zentalis is positioning azenosertib as an oral, non-chemotherapy option for cancers with limited treatment choices. The lead focus is cyclin E1-positive platinum-resistant ovarian cancer (PROC), a clinically underserved subgroup where the company believes biomarker selection may improve the probability of success. This biomarker-driven strategy is central to Zentalis’ go-to-market logic and could be commercially meaningful if the clinical package supports a differentiated efficacy and tolerability profile.
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Beyond the lead indication, Zentalis has outlined a broader oncology opportunity set, including combination approaches and potential expansion into additional tumor types and ovarian-cancer settings. However, the competitive landscape is intense: larger pharma companies and better-capitalized biotech peers are also pursuing precision-oncology assets, making data quality, speed of execution, and regulatory alignment critical. For investors, the key issue is that Zentalis remains a development-stage company without marketed products, so the equity story is still binary and milestone-driven rather than cash-flow driven.
Recent corporate updates have been important. In 2026, Zentalis reported that it had selected a pivotal dose for DENALI Part 2a, with topline data expected by year-end 2026 and the potential to support an accelerated-approval pathway, subject to data and FDA feedback. The company also initiated the phase 3 ASPENOVA confirmatory study in cyclin E1-positive PROC. In addition, management indicated that cash, cash equivalents, and marketable securities provide runway into late 2027, which helps reduce near-term financing pressure, though it does not eliminate the inherent funding risk associated with late-stage biotech development.
Overall, Zentalis Pharmaceuticals is a Nasdaq-listed United States biotech with a concentrated oncology thesis, a single lead asset carrying most of the value, and a substantial dependence on upcoming clinical readouts. That makes it a high-risk, event-driven healthcare name rather than a diversified pharmaceutical platform.
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