Sei Investments Co. Raises Stake in Harmony Biosciences Holdings, Inc. $HRMY

Posted by Geri Gentry on Aug 5th, 2026

Sei Investments Co. boosted its stake in shares of Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY – Free Report) by 163.7% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 194,188 shares of the company’s stock after purchasing an additional 120,554 shares during the period. Sei Investments Co.’s holdings in Harmony Biosciences were worth $5,439,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. SG Americas Securities LLC raised its position in Harmony Biosciences by 109.9% in the first quarter. SG Americas Securities LLC now owns 2,018,174 shares of the company’s stock worth $56,529,000 after acquiring an additional 1,056,507 shares during the period. Armistice Capital LLC bought a new position in shares of Harmony Biosciences during the 4th quarter valued at approximately $18,710,000. AQR Capital Management LLC grew its position in shares of Harmony Biosciences by 128.9% during the 4th quarter. AQR Capital Management LLC now owns 813,889 shares of the company’s stock valued at $30,456,000 after acquiring an additional 458,321 shares during the period. Arrowstreet Capital Limited Partnership increased its stake in shares of Harmony Biosciences by 42.8% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,295,381 shares of the company’s stock worth $35,701,000 after purchasing an additional 388,472 shares during the last quarter. Finally, UBS Group AG raised its holdings in shares of Harmony Biosciences by 213.3% in the 3rd quarter. UBS Group AG now owns 503,081 shares of the company’s stock worth $13,865,000 after purchasing an additional 342,505 shares during the period. Hedge funds and other institutional investors own 86.23% of the company’s stock.

Harmony Biosciences News Roundup

Here are the key news stories impacting Harmony Biosciences this week:

Positive Sentiment: Quarterly results exceeded expectations: Harmony reported adjusted earnings of $1.28 per share, above the roughly $0.96–$0.97 consensus estimate, while revenue reached $261.3 million versus expectations of approximately $250.8 million. Revenue grew 30.3% year over year, supported by continued growth in its WAKIX narcolepsy treatment. Harmony Biosciences Q2 earnings report
Positive Sentiment: WAKIX momentum and guidance support the outlook: WAKIX net revenue rose 30% to $261.3 million, and estimated average patients increased by 450 to 8,950. Management reiterated its 2026 WAKIX net-revenue forecast of $1.0 billion to $1.04 billion, reducing near-term uncertainty. Harmony Biosciences Q2 2026 revenue and pipeline update
Positive Sentiment: Pipeline milestones add potential long-term value: Initial Phase 1 data for orexin-2 agonist BP-205 showed favorable pharmacokinetic, safety and tolerability profiles. Additional Phase 1 data are expected in the fourth quarter, with a Phase 1b study beginning in the third quarter and Phase 2 trials planned for mid-2027. The pitolisant GR NDA was accepted, with a target FDA decision date of April 1, 2027. BP-205 clinical data and pipeline update
Positive Sentiment: Analysts raised valuation targets: Needham increased its price target from $45 to $50 and maintained a Buy rating. Another report cited a target increase to $51, reinforcing bullish sentiment after the earnings release. Needham price target increase Additional Harmony Biosciences price target increase

Wall Street Analyst Weigh In

Several brokerages have weighed in on HRMY. Truist Financial increased their price objective on Harmony Biosciences from $25.00 to $29.00 and gave the company a “hold” rating in a report on Friday, May 8th. Mizuho boosted their target price on Harmony Biosciences from $50.00 to $51.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. HC Wainwright reaffirmed a “buy” rating and set a $55.00 price target on shares of Harmony Biosciences in a research report on Thursday, July 16th. Deutsche Bank Aktiengesellschaft increased their price target on Harmony Biosciences from $30.00 to $36.00 and gave the stock a “hold” rating in a research note on Tuesday, June 30th. Finally, Zacks Research upgraded Harmony Biosciences from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Harmony Biosciences has a consensus rating of “Moderate Buy” and an average price target of $44.38.

Read Our Latest Stock Report on HRMY

Harmony Biosciences Stock Performance

Shares of HRMY stock opened at $38.78 on Wednesday. The firm’s 50 day moving average is $34.76 and its 200 day moving average is $32.54. The stock has a market capitalization of $2.24 billion, a P/E ratio of 15.64, a PEG ratio of 0.33 and a beta of 0.96. Harmony Biosciences Holdings, Inc. has a 12 month low of $25.52 and a 12 month high of $40.87. The company has a current ratio of 3.58, a quick ratio of 3.56 and a debt-to-equity ratio of 0.15.

Harmony Biosciences (NASDAQ:HRMY – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The company reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $0.96 by $0.32. Harmony Biosciences had a net margin of 16.20% and a return on equity of 17.19%. The business had revenue of $261.28 million during the quarter, compared to analyst estimates of $250.77 million. During the same period in the previous year, the business earned $0.92 EPS. Harmony Biosciences’s revenue was up 30.3% compared to the same quarter last year. On average, sell-side analysts anticipate that Harmony Biosciences Holdings, Inc. will post 3.33 earnings per share for the current year.

Harmony Biosciences Company Profile

(Free Report)

Harmony Biosciences Holdings, Inc is a commercial‐stage biopharmaceutical company focused on developing and delivering therapies for people with rare neurological and endocrine diseases. Founded in 2017 and headquartered in Plymouth Meeting, Pennsylvania, Harmony Biosciences went public in 2020 and trades on the Nasdaq under the ticker HRMY. The company’s mission centers on identifying and advancing medicines that address critical unmet needs in patient populations underserved by existing treatments.

The company’s flagship product is WAKIX (pitolisant), the first and only histamine H3 receptor antagonist/inverse agonist approved by the U.S.