10,700 Shares in Vericel Corporation $VCEL Bought by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in Vericel Corporation (NASDAQ:VCEL) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 10,700 shares of the biotechnology company’s stock, valued at approximately $429,000.

Other large investors also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in shares of Vericel during the second quarter worth $360,023,000. William Blair Investment Management LLC purchased a new position in shares of Vericel in the second quarter valued at $88,662,000. Bank of America Corp DE boosted its stake in shares of Vericel by 19.7% in the first quarter. Bank of America Corp DE now owns 1,098,771 shares of the biotechnology company’s stock valued at $35,347,000 after purchasing an additional 180,761 shares during the period. Dimensional Fund Advisors LP grew its holdings in Vericel by 3.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 844,755 shares of the biotechnology company’s stock valued at $27,173,000 after purchasing an additional 29,135 shares in the last quarter. Finally, TimesSquare Capital Management LLC acquired a new stake in Vericel during the 2nd quarter valued at $24,463,000.

Wall Street Analyst Weigh In

VCEL has been the topic of several analyst reports. TD Cowen lifted their price target on shares of Vericel from $55.00 to $58.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Truist Financial set a $65.00 price objective on shares of Vericel in a research report on Friday. Weiss Ratings reissued a “hold (c)” rating on shares of Vericel in a research report on Thursday, October 29th. Canaccord Genuity Group set a $60.00 target price on Vericel in a research note on Thursday, July 30th. Finally, Wall Street Zen raised Vericel from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $60.80.

Vericel News Summary

Here are the key news stories impacting Vericel this week:

• Positive Sentiment: Vericel reported Q3 revenue of $85.4 million, up 26.5% year over year and above the $78.0 million consensus. Earnings per share of $0.27 also topped estimates of $0.06, while net income rose 179% to $14.2 million. Vericel Q3 results and guidance
• Positive Sentiment: The company raised its FY2026 revenue outlook to $344 million–$346 million, above analyst expectations of roughly $336 million, and lifted its adjusted EBITDA margin guidance to 28%. The stronger outlook, alongside record MACI sales, helped fuel investor optimism. Vericel shares rise on record revenue and higher outlook
• Positive Sentiment: HC Wainwright raised its price target to $75 from $72 and maintained a Buy rating, signaling continued analyst confidence in the stock’s prospects. HC Wainwright price target update
• Negative Sentiment: Several Vericel directors and insiders disclosed stock sales totaling about 22,000 shares on November 4–5. One insider’s sale reduced their reported stake by 88%, which may be a near-term concern for investors, though insider sales alone do not establish a negative outlook. SEC insider transaction filing

Vericel Stock Up 5.5%

VCEL stock opened at $54.62 on Friday. The stock’s 50 day moving average is $41.01 and its two-hundred day moving average is $38.90. Vericel Corporation has a 52-week low of $28.95 and a 52-week high of $55.60. The company has a market capitalization of $2.80 billion, a PE ratio of 85.35 and a beta of 1.08.

Vericel (NASDAQ:VCEL) last released its earnings results on Thursday, November 5th. The biotechnology company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.06 by $0.21. Vericel had a return on equity of 9.09% and a net margin of 10.27%. The company had revenue of $85.37 million during the quarter, compared to analysts’ expectations of $77.95 million. During the same period in the prior year, the business posted $0.10 EPS. The business’s revenue was up 26.5% on a year-over-year basis. As a group, sell-side analysts anticipate that Vericel Corporation will post 0.54 EPS for the current year.

Insider Buying and Selling

In related news, insider Sean Flynn sold 15,000 shares of the company’s stock in a transaction on Thursday, November 5th. The shares were sold at an average price of $51.92, for a total value of $778,800.00. Following the sale, the insider directly owned 1,990 shares of the company’s stock, valued at $103,320.80. This represents a 88.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Jonathan Siegal sold 1,500 shares of the company’s stock in a transaction on Thursday, November 5th. The shares were sold at an average price of $52.90, for a total transaction of $79,350.00. Following the completion of the sale, the insider directly owned 1,259 shares in the company, valued at $66,601.10. This represents a 54.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 22,000 shares of company stock worth $1,128,340. Insiders own 7.60% of the company’s stock.

About Vericel

Vericel Corporation is a commercial-stage biopharmaceutical company focused on developing and marketing advanced cell therapies and regenerative medicine products. The company serves orthopedic and burn-care markets, with an emphasis on treatments that use a patient’s own cells or biologic materials to support tissue repair and healing.

Vericel’s primary orthopedic product is MACI, an autologous cultured chondrocyte implant used to repair symptomatic cartilage defects of the knee in adults.