Nuvalent, Inc. $NUVL Shares Bought by Sei Investments Co.

Posted by Brian Himes on Aug 8th, 2026

Sei Investments Co. lifted its stake in shares of Nuvalent, Inc. (NASDAQ:NUVL – Free Report) by 27.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 29,540 shares of the company’s stock after acquiring an additional 6,380 shares during the quarter. Sei Investments Co.’s holdings in Nuvalent were worth $3,026,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of NUVL. Rhenman & Partners Asset Management AB boosted its position in shares of Nuvalent by 211.1% in the 4th quarter. Rhenman & Partners Asset Management AB now owns 163,350 shares of the company’s stock valued at $16,431,000 after purchasing an additional 110,850 shares during the period. Nicholas Investment Partners LP increased its stake in Nuvalent by 29.2% in the 4th quarter. Nicholas Investment Partners LP now owns 160,483 shares of the company’s stock worth $16,143,000 after purchasing an additional 36,305 shares in the last quarter. Candriam S.C.A. raised its holdings in Nuvalent by 9.3% during the 1st quarter. Candriam S.C.A. now owns 391,306 shares of the company’s stock worth $40,089,000 after buying an additional 33,293 shares during the period. Walleye Capital LLC raised its holdings in Nuvalent by 426.3% during the 1st quarter. Walleye Capital LLC now owns 41,873 shares of the company’s stock worth $4,290,000 after buying an additional 33,917 shares during the period. Finally, Comerica Bank lifted its stake in Nuvalent by 25,180.0% during the fourth quarter. Comerica Bank now owns 20,224 shares of the company’s stock valued at $2,034,000 after buying an additional 20,144 shares in the last quarter. 97.26% of the stock is currently owned by institutional investors and hedge funds.

Nuvalent Price Performance

NUVL stock opened at $123.96 on Friday. Nuvalent, Inc. has a 12-month low of $71.13 and a 12-month high of $123.99. The company has a market cap of $9.79 billion, a price-to-earnings ratio of -20.46 and a beta of 1.14. The company has a 50 day moving average of $119.84 and a two-hundred day moving average of $108.81.

Nuvalent (NASDAQ:NUVL – Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The company reported ($1.39) EPS for the quarter, missing the consensus estimate of ($1.35) by ($0.04). During the same quarter last year, the firm posted ($1.18) EPS. On average, research analysts anticipate that Nuvalent, Inc. will post -5.74 EPS for the current year.

Wall Street Analysts Forecast Growth

NUVL has been the subject of several recent analyst reports. Wall Street Zen upgraded shares of Nuvalent to a “sell” rating in a report on Saturday, July 18th. Robert W. Baird set a $122.85 price target on shares of Nuvalent in a research report on Tuesday, June 9th. Guggenheim lowered shares of Nuvalent from a “buy” rating to a “neutral” rating and decreased their price objective for the stock from $151.00 to $124.00 in a research note on Wednesday, June 10th. Stifel Nicolaus set a $124.00 price objective on shares of Nuvalent in a research report on Tuesday, June 9th. Finally, Sanford C. Bernstein downgraded shares of Nuvalent from an “outperform” rating to a “market perform” rating and cut their target price for the company from $172.00 to $124.00 in a research note on Wednesday, June 24th. Four analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Nuvalent currently has an average rating of “Hold” and an average target price of $127.73.

View Our Latest Research Report on Nuvalent

Insider Transactions at Nuvalent

In other news, insider Deborah Ann Miller sold 5,500 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $107.84, for a total transaction of $593,120.00. Following the completion of the sale, the insider directly owned 59,634 shares of the company’s stock, valued at $6,430,930.56. This trade represents a 8.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO James Richard Porter sold 30,000 shares of Nuvalent stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $123.72, for a total value of $3,711,600.00. Following the sale, the chief executive officer owned 324,879 shares of the company’s stock, valued at approximately $40,194,029.88. This represents a 8.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 90,471 shares of company stock valued at $9,762,529 in the last three months. 5.02% of the stock is currently owned by insiders.

Nuvalent Company Profile

(Free Report)

Nuvalent, Inc (NASDAQ:NUVL) is a clinical-stage precision oncology company focused on the discovery, development and commercialization of targeted therapies for patients with genetically defined cancers. Founded in 2019 and headquartered in San Diego, California, Nuvalent applies structure-guided drug design to develop small molecule inhibitors that address key oncogenic drivers. The company’s research platform integrates insights from cancer biology, medicinal chemistry and translational science to create therapies with differentiated selectivity and potency against validated targets.

Nuvalent’s lead pipeline candidates include NVL-520, a highly selective RET inhibitor designed to minimize off-target effects, and NVL-655, a potent covalent inhibitor targeting KRAS G12D mutations.