ALKS at a glance
Alkermes plc. (ALKS, SEC CIK 1520262) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Alkermes plc. (ALKS) reported revenue of $1.5 billion (down 5.2% from FY2024) and net income of $241.7 million. Diluted EPS was $1.43.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Alkermes plc. (ALKS) shares worth $4.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Gaffin David Joseph on October 2, 2026 of 2,034 shares at $41.03 per share.
- In the last 90 days, ALKS insiders reported 0 open-market purchases ($0) and 8 open-market sales ($3.8M) on Form 4, a net sale of $3.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- −5.2% vs prior year
- Insiders · 90 days
- 0 buys · 8 sells
- Net −$3.8M
- 13F holders
- 33 funds
- $4.7B · +0 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 7.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Pharmaceutical development and licensing for specialty medicines, with substantial collaboration and royalty revenues from partners Janssen and Biogen
- Strategic shift: Sale of Athlone manufacturing facility in May 2024 and transition of VUMERITY manufacturing to Biogen's subcontractor completed August 2025
- Notable litigation: Multiple patent infringement lawsuits filed in 2025 against generic challengers to LYBALVI, triggering FDA approval stays via Hatch-Waxman Act
- R&D expenses increased sharply to $324M in 2025 from $245M in 2024, driven largely by development of Alixorexton
- Unique tax impact: First full year affected by new EU minimum corporate tax of 15% effective January 1, 2024, with no material effect reported on 2025 taxes
Risk Factors
- Regulatory risk: potential increased tax liability of ~$70M on $965.7M in cumulative unremitted U.S. earnings upon repatriation subject to foreign tax credits and withholding
- Macroeconomic threat: $1.525B senior secured term loans due 2031 with interest margins of 1.75%-2.75% increase financing costs and leverage post-Avadel Acquisition
- Supply chain vulnerability: $43.7M decrease in cost of goods sold due to Athlone Facility sale in May 2024, impacting legacy product manufacturing capacity
- Competitive risk: product sales dependent on ARISTADA, LYBALVI, VIVITROL with Medicaid rebates and chargebacks impacting gross-to-net adjustments by $316M at 2025 year-end
- Financial risk: 17.1% effective tax rate in 2025 exceeding 12.5% Irish statutory rate driven by nondeductible expenses and higher-taxable income segments impacting net margins
Management Discussion & Analysis
- Revenue product sales, net $1,184.6M up $101.1M YoY from $1,083.5M, driven by LYBALVI (+$66.7M) and ARISTADA (+$23.8M) growth
- Manufacturing and royalty revenues declined $182.8M to $291.3M, mainly from long-acting INVEGA products down $126.9M
- Net income $241.7M vs $372.1M, due to $84.9M expense increase and $182.8M lower manufacturing/royalty revenues
- Operating margin not specified; product sales gross margin impacted by $1,027.9M gross-to-net adjustments (46.4% of gross sales)
- Cash use: $10M acquisition costs for Avadel adding LUMRYZ product; no capex, buyback, or dividend details disclosed
- Risks: generic VIVITROL entry in 2027, patent litigation for LYBALVI, competitive pressure on core products; expanded commercial portfolio post Avadel acquisition with LUMRYZ
AI summary of the ALKS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue up $105.4 million YoY, primarily from LUMRYZ addition
- Net income $0.5 million vs $87.1 million YoY
- Operating expenses increased $180.0 million, primarily related to Avadel Acquisition
- Interest expense increased $25.9 million, primarily related to Avadel Acquisition
- LYBALVI sales increased during the six months, alongside LUMRYZ addition
Risk Factors
- No risk-factors section provided; supplied text covers securities purchases, insider trading plans, exhibits, and signatures
- Repurchase-program capacity $172.3 million remaining under the $400.0 million authorization
- Insider Rule 10b5-1 plans adopted for sales of up to 71,060 ordinary shares by three officers
AI summary of the ALKS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- September 21, 2026 press release disclosed positive topline results
- Market relevance depends on the referenced study, endpoint, and product details in the accompanying exhibit
Item 8.01: Other Events
- Positive topline Phase 1 proof-of-concept results for investigational ADHD therapy ALKS 7290
- Orexin 2 receptor agonist mechanism expands Alkermes’ pipeline beyond existing commercial products
Item EX-99.1: Item EX-99.1
- Phase 1b proof-of-concept supports ALKS 7290 as a differentiated, first-in-class OX2R agonist for adult ADHD
- AISRS median reductions at day 14: 14.0 points at 20 mg and 19.0 points at 50 mg
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from 10 to 11 directors with Anne C. Whitaker appointed through the 2027 annual meeting
- $600,000 initial equity award, split equally between stock options and restricted stock units
Item 7.01: Regulation FD Disclosure
- Susan Whitaker appointed to Alkermes’ Board of Directors
- Board composition change may influence governance, oversight, and strategic direction
Item EX-99.1: Item EX-99.1
- Anne C. Whitaker appointed independent director, strengthening board expertise in biopharmaceutical commercialization and operations
- Extensive CEO and public-company board experience adds strategic oversight as Alkermes advances neuroscience pipeline
Item 1.01: Entry into a Material Definitive Agreement
- $1.52B outstanding senior secured term loans: $745.3M TLA and $773.1M TLB
- Interest spreads reduced 0.75% on TLA and 0.50% on TLB, lowering borrowing costs
AI summaries of ALKS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ALKS
Don't miss the next ALKS filing
- Alerts as it files. A push when ALKS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ALKS, by share count.
- Ask anything. An AI agent that reads every ALKS filing and answers with sources.
ALKS alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Gaffin David Joseph | Sell | Oct 2, 2026 | 2,034 | $41.03 |
| Gaffin David Joseph | Sell | Sep 3, 2026 | 2,034 | $48.01 |
| Hopkinson Craig C. | Sell | Sep 1, 2026 | 9,000 | $46.99 |
| Hopkinson Craig C. | M | Sep 1, 2026 | 5,000 | - |
| Hopkinson Craig C. | M | Sep 1, 2026 | 5,000 | $24.59 |
| Nichols Christian Todd | Sell | Aug 17, 2026 | 664 | $49.65 |
| Nichols Christian Todd | Sell | Aug 17, 2026 | 6,912 | $49.19 |
| Jackson Blair Curtis | A | Aug 5, 2026 | 93,229 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.6B | $1.5B |
| Operating Income | - | $420.6M | $254.0M |
| Net Income | $355.8M | $367.1M | $241.7M |
| Op. Margin | - | 27.0% | 17.2% |
| Net Margin | - | 23.6% | 16.4% |
| Balance Sheet | |||
| Total Assets | $2.1B | $2.1B | $2.5B |
| Equity | - | $1.5B | $1.8B |
| ROE | - | 25.1% | 13.3% |
| Per Share | |||
| EPS | $2.10 | $2.17 | $1.43 |
| Cash Flow | |||
| Operating CF | - | $439.1M | $520.8M |
| CapEx | $48.0M | $33.5M | $40.4M |
Source: XBRL data in Alkermes plc. (ALKS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ALKS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $4.74B |
| Q1 2026 | 33 | $3.17B |
| Q4 2025 | 30 | $2.74B |
| Q3 2025 | 30 | $2.92B |
| Q2 2025 | 29 | $2.68B |
| Q1 2025 | 26 | $1.83B |
| Q4 2024 | 22 | $1.31B |
| Q3 2024 | 19 | $749.0M |
- T. Rowe Price Group+2.07M (+44%)
- Franklin Resources+987.7K (+541%)
- BlackRock+921.3K (+3%)
- D.E. Shaw & Co+601.7K (+85%)
- Renaissance Technologies LLC+300.5K (+5%)
- JPMorgan Chase & Co−3.84M (-94%)
- Citadel Advisors LLC−596.5K (-27%)
- Dimensional Fund Advisors−327.5K (-7%)
- State Street Corp−304.7K (-3%)
- Bank of America Corp−292.5K (-24%)
- Millennium Management+319.6K
- Blackstone Group+31.7K
- Bridgewater Associates LP−83.8K
- Marex Group plc−19.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ALKS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - |
Related Health Care companies
- AARD · Aardvark Therapeutics, Inc.Pharmaceutical Preparations
- ABT · Abbott LaboratoriesPharmaceutical Preparations
- ABBV · AbbVie IncPharmaceutical Preparations
- ABEO · ABEONA THERAPEUTICS INC.Pharmaceutical Preparations
- ACAD · ACADIA PHARMACEUTICALS INCPharmaceutical Preparations
- ACRS · Aclaris Therapeutics, Inc.Pharmaceutical Preparations
- ACTU · ACTUATE THERAPEUTICS, INC.Pharmaceutical Preparations
- ADCT · ADC Therapeutics SAPharmaceutical Preparations
ALKS SEC filings: frequently asked questions
Are ALKS insiders buying or selling?
In the last 90 days, Alkermes plc. (ALKS) officers, directors and 10% owners reported no open-market purchases and 8 open-market sales worth $3.8 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ALKS stock?
As of June 30, 2026, the largest Alkermes plc. (ALKS) holders among the 13F filers tracked by SignalX were BlackRock ($1.5 billion), Vanguard Portfolio Management LLC ($497.3 million), State Street Corp ($480.0 million), Vanguard Capital Management LLC ($393.8 million), T. Rowe Price Group ($353.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ALKS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Alkermes plc. (ALKS) reported revenue of $1.5 billion (down 5.2% from FY2024) and net income of $241.7 million. Diluted EPS was $1.43. The figures come from the XBRL data in the 10-K.
What are the main risks in ALKS's latest 10-K?
In the 10-K filed February 25, 2026, Alkermes plc. (ALKS) flagged: Regulatory risk: potential increased tax liability of ~$70M on $965.7M in cumulative unremitted U.S. earnings upon repatriation subject to foreign tax credits and withholding. Macroeconomic threat: $1.525B senior secured term loans due 2031 with interest margins of 1.75%-2.75% increase financing costs and leverage post-Avadel Acquisition. (AI summary of the Risk Factors section.)
What did ALKS report in its latest 8-K?
Alkermes plc. (ALKS) filed an 8-K on September 21, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). September 21, 2026 press release disclosed positive topline results.
What are the latest ALKS SEC filings?
Alkermes plc. (ALKS) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on October 2, 2026.
What is ALKS's SEC CIK number?
Alkermes plc. (ALKS)'s SEC Central Index Key (CIK) is 1520262. EDGAR lists every ALKS filing under that number.
Ask anything about ALKS
The research agent reads ALKS's filings, financials, insider trades and 13F holders, then answers with sources.