Jazz Pharmaceuticals plc (JAZZ) Stock Price & Analysis
Jazz Pharmaceuticals plc (JAZZ) closed at USD 214.65 on Thursday, October 22, 2026, up 1.26% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 214.65; the Oct 22, 2026 session ranged USD 210.26–215.19 on volume of 783,800 shares. Market capitalization is —, with a 52-week range of USD 128.8–266.38 (NMS). Source: Nexqual, retrieved October 23, 2026 at 11:23 UTC.
Also available as compact Markdown for AI agents: nexqual.com/JAZZ.md
Key facts (JAZZ)
- Last four reported quarters (through Jun 30, 2026): revenue $4.60B, net income $941M (20.4% margin), free cash flow $1.59B (SEC filings).
- 2 of 80 tracked superinvestors hold JAZZ (13F, Q2 2026): 1 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 16 Form 4 filings, $32.5M; 3 not under a Rule 10b5-1 plan ($2.8M); 9 by opportunistic insiders (0 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y +55.3% vs S&P 500 +14.9%; 5Y +48.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-02, EPS estimate USD 1.97, revenue estimate $1.21B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (JAZZ)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.09B | $3.66B | $3.83B | $4.07B | $4.27B | $4.60B |
| Operating income | $170M | -$65.5M | $579M | $717M | -$430M | $897M |
| Net income | -$330M | -$224M | $415M | $560M | -$356M | $941M |
| EPS (diluted) | -$5.52 | -$3.58 | $6.10 | $8.65 | -$5.84 | — |
| Free cash flow | $751M | $1.24B | $1.07B | $1.36B | $1.30B | $1.59B |
| Operating margin | 5.5% | -1.8% | 15.1% | 17.6% | -10.1% | 19.5% |
| Net margin | -10.7% | -6.1% | 10.8% | 13.8% | -8.3% | 20.4% |
| Revenue growth | +30.9% | +18.3% | +4.8% | +6.1% | +4.9% | — |
| Cash + short-term investments | $591M | $881M | $1.51B | $2.41B | $2.44B | — |
| Total debt | $6.05B | $5.72B | $5.71B | $6.11B | $5.36B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (JAZZ)
P/E at fiscal year-ends: Dec 2024 14.5x, Dec 2023 21.4x.
Superinvestors (SEC 13F-HR, Q2 2026) (JAZZ)
2 of 80 tracked investors hold JAZZ. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Tweedy Browne | 1.10% | $14.5M | Reduced -0.1% | |
| Polen Capital | Polen Capital Management | <0.01% | $448K | New position |
Insider sales (SEC Form 4, open-market, last ~7 months) (JAZZ)
13 of 16 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-06 | Gala Renee D | President & CEO | 2,000 | $473K | 1.4% | Yes (adopted June 4, 2026) | Too little history (no open-market trades in 2024 or 2025) |
| 2026-10-01 | Cozadd Bruce C | Director | 6,000 | $1.4M | 1.7% | Yes (adopted November 26, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-09-10 | Patil Neena M | EVP & Chief Legal Officer | 1,200 | $289K | 2.5% | Yes (adopted February 26, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-09-08 | Gala Renee D | President & CEO | 2,000 | $486K | 1.4% | Yes (adopted June 4, 2026) | Too little history (no open-market trades in 2024 or 2025) |
| 2026-09-01 | Cozadd Bruce C | Director | 6,000 | $1.5M | 1.7% | Yes (adopted November 26, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-27 | Iannone Robert | EVP, Global Head of R&D & CMO | 76,921 | $19.2M | 53.9% | Yes (adopted May 28, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-03 | Cozadd Bruce C | Director | 6,000 | $1.5M | 1.6% | Yes (adopted November 26, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-01 | Cozadd Bruce C | Director | 6,000 | $1.4M | 1.6% | Yes (adopted November 26, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-15 | Smith Mark Douglas | Director | 1,157 | $267K | 10.7% | Yes (adopted March 9, 2026) | Too little history (no open-market trades in 2024 or 2025) |
| 2026-06-10 | Patil Neena M | EVP & Chief Legal Officer | 1,200 | $278K | 2.3% | Yes (adopted February 26, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-01 | Cozadd Bruce C | Director | 6,000 | $1.4M | 1.6% | Yes (adopted November 26, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-28 | Patil Neena M | EVP & Chief Legal Officer | 1,192 | $282K | 2.2% | Yes (adopted February 26, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-28 | Pearce Samantha | EVP, Chief Commercial Officer | 6,907 | $1.6M | 12.1% | No | Too little history (no open-market trades in 2024 or 2025) |
| 2026-05-22 | Winningham Rick E | Director | 2,741 | $662K | 22.3% | No | Too little history (no open-market trades in 2024) |
| 2026-05-22 | McSharry Heather Ann | Director | 2,000 | $482K | 9.8% | No | Too little history (no open-market trades in 2024) |
| 2026-05-01 | Cozadd Bruce C | Director | 6,000 | $1.2M | 1.6% | Yes (adopted November 26, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (JAZZ)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | Morgan Stanley | Target lowered | Overweight | $322 → $314 |
| 2026-10-08 | RBC Capital | Target lowered | Outperform | $299 → $296 |
| 2026-10-07 | Truist Securities | Target raised | Buy | $281 → $286 |
| 2026-09-30 | Citigroup | Initiated | Buy | $325 |
| 2026-09-11 | UBS | Target raised | Buy | $315 → $337 |
| 2026-09-10 | Barclays | Target raised | Overweight | $270 → $271 |
| 2026-08-26 | Deutsche Bank | Target raised | Buy | $287 → $300 |
| 2026-08-26 | Morgan Stanley | Target raised | Overweight | $283 → $322 |
| 2026-08-26 | Truist Securities | Target raised | Buy | $264 → $281 |
| 2026-08-26 | Needham | Target raised | Buy | $292 → $310 |
| 2026-08-11 | Morgan Stanley | Target raised | Overweight | $280 → $283 |
| 2026-08-04 | JP Morgan | Target raised | Overweight | $265 → $276 |
Total return (dividends reinvested) (JAZZ)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +55.3% | +48.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +55.6% | +8.2% |
| Volatility (annualized) | 36.2% | 31.1% |
| Max drawdown | -20.3% (Aug 2026→Oct 2026) | -41.5% (Apr 2022→May 2025) |
JAZZ revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Product sales, net | $1.16B | 95.7% | +17.3% |
| Sleep | $501.7M | 41.5% | +11.3% |
| Xywav | $471.2M | 39.0% | +13.5% |
| Oncology | $362.3M | 30.0% | +31.9% |
| Epidiolex/Epidyolex | $292.1M | 24.2% | +16.1% |
| Epilepsy | $292.1M | 24.2% | +16.1% |
| Zepzelca | $105.8M | 8.8% | +42.0% |
| Rylaze/Enrylaze | $99.5M | 8.2% | -1.2% |
| Defitelio/defibrotide | $62.0M | 5.1% | +28.9% |
| Product And Services, Royalties And Contract Revenue | $52.2M | 4.3% | -13.1% |
| Modeyso | $48.2M | 4.0% | +9540.0% |
| High-sodium oxybate AG royalty revenue | $42.2M | 3.5% | -22.0% |
| Vyxeos | $31.4M | 2.6% | -30.1% |
| Xyrem | $30.5M | 2.5% | -13.8% |
| Ziihera | $15.4M | 1.3% | +156.7% |
| Other royalty and contract revenues | $10.0M | 0.8% | +66.7% |
| Total revenue | $1.21B | 100% | — |
JAZZ revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. | $1.08B | 89.2% | +15.1% |
| Europe | $97.4M | 8.1% | +17.8% |
| All other | $33.0M | 2.7% | +23.6% |
| Total revenue | $1.21B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
JAZZ suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | WuXi | “Ziihera is manufactured by WuXi (Hong Kong) at their manufacturing site in WuXi, PRC.” |
| Supplier | ChemSpec USA | “We source the API of Modeyso from ChemSpec USA, LLC.” |
| Customer | McKesson (MCK) | “Defitelio is sold to hospital customers through subsidiary specialty distributors of McKesson.” |
| Customer | Cencora (COR) | “Zepzelca, Rylaze, Ziihera and Vyxeos are sold to customers through subsidiary specialty distributors of McKesson, Cencora, and Cardinal.” |
| Partner | Hikma | “Pursuant to amendments to our AG agreement with Hikma, effective January 1, 2026, we extended the period during which Hikma is permitted to sell the Hikma AG product until December 31, 2029.” |
| Partner | Lonza AG and Lonza Sales | “In January 2026, we entered into a development and services agreement with Lonza AG and Lonza Sales AG for the commercial supply of Ziihera in the U.S. beginning in 2029.” |
| Partner | SpringWorks Therapeutics | “agreement with SpringWorks Therapeutics, Inc., $312.0 million and $260.0 million in connection with our acquisitions of Chimerix and Cavion, respectively, and $1,542.4 million related to other agreements.” |
Quoted from the company's 10-K filed Feb 24, 2026.
Companies that name JAZZ in their SEC reports
| Relationship to JAZZ | Company | Filing | Sentence |
|---|---|---|---|
| partner | ALX ONCOLOGY HOLDINGS INC (ALXO) | 10-K Mar 9, 2026 | “Our collaborator, Jazz Pharmaceuticals plc (Jazz), sponsored and managed the Phase 1b/2 trial of zanidatamab, a HER2-targeted anti-cancer antibody, for the treatment of advanced HER2-expressing breast cancer and other solid tumors in combination with evorpacept (Zanidatamab Trial).” |
| partner | Zymeworks Inc. (ZYME) | 10-K Mar 2, 2026 | “We have entered into separate collaboration and license agreements with BeOne Medicines Ltd. (formerly BeiGene, Ltd. and, together with its affiliates, "BeOne") and Jazz Pharmaceuticals Ireland Limited, a subsidiary of Jazz Pharmaceuticals plc (collectively with their affiliates, "Jazz"), granting each partner exclusive rights to develop and commercialize zanidatamab in different territories.” |
| partner | Axsome Therapeutics, Inc. (AXSM) | 10-K Feb 23, 2026 | “Royalty Agreement with Jazz Pharmaceuticals, SK Biopharmaceuticals Co., Ltd. and Aerial Biopharma, LLC” |
JAZZ customer concentration
In the period ended Jun 30, 2026, 3 direct customers each accounted for at least 10% (41%, 11%, 10%) of revenue, per the company's 10-Q filed Aug 3, 2026. The company does not name them.
JAZZ company outlook (results filed Aug 3, 2026)
- “Jazz Pharmaceuticals has updated its full-year 2026 financial guidance as shown in the table below.”
- “Reconciliations of non-GAAP adjusted guidance measures are included in the table titled "Reconciliation of 2026 GAAP to Non-GAAP Guidance Measures." Conference Call Details Jazz Pharmaceuticals will host an investor conference call and live audio webcast today at 4:30 p.m.”
Quoted word-for-word from the SEC 8-K results press release.
JAZZ analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.97 | $6.37 | -69.1% | $1.21B | 19 |
| Next quarter (ends Dec 2026) | $6.49 | $6.38 | +1.8% | $1.24B | 19 |
| Current fiscal year (ends Dec 2026) | $20.50 | $25.31 | -19.0% | $4.72B | 19 |
| Next fiscal year (ends Dec 2027) | $25.94 | $25.72 | +0.8% | $4.99B | 19 |
JAZZ options: expected move
Options price a move of about ±8.9% (±$19.00) by Nov 20, 2026, which includes earnings on Nov 2, 2026. Over the last 8 reports the stock moved ±7.4% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 39.0% | ±8.9% |
| Dec 18, 2026 | 56 | 33.8% | ±10.7% |
| Jan 15, 2027 | 84 | 32.6% | ±12.6% |
| Mar 19, 2027 | 147 | 35.0% | ±17.8% |
| Jun 17, 2027 | 237 | 33.8% | ±21.8% |
30-day implied volatility 35.7% vs 25.2% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 11:23 UTC)
| Price | USD 214.65 |
|---|---|
| Change | ▲ 1.26% (up) |
| Previous Close | USD 214.65 |
| Open | USD 214.65 |
| Day Range | USD 210.26 – 215.19 |
| 52-Week Range | USD 128.8 – 266.38 |
| Volume | 783,800 shares |
| Market Cap | — |
| Exchange | NMS |
Technical Analysis (JAZZ)
Nexqual's technical model rates JAZZ "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 11:23 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 36.47 (neutral) |
| vs SMA50 | Below (USD 236.71) |
| MACD | -7.77 (negative) |
Earnings (JAZZ)
| Next Earnings Date | 2026-11-02 |
|---|---|
| EPS Estimate | USD 1.97 |
| Revenue Estimate | $1.21B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 5.71 vs est 6.18 ▼ miss |
| 2026-03-31 | USD 6.34 vs est 4.66 ▲ beat |
| 2025-12-31 | USD 6.64 vs est 6.51 ▲ beat |
| 2025-09-30 | USD 8.13 vs est 5.85 ▲ beat |
Source: Nexqual, October 23, 2026 at 11:23 UTC.
Financials & Fundamentals (JAZZ)
| Total Revenue | $4.60B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +15.50% |
| Gross Margin | +91.35% |
| Operating Margin | +26.91% |
| Profit Margin | +20.45% |
| ROE | +22.11% |
| Debt / Equity | 0.92 |
| Current Ratio | 1.78 |
| Total Cash | $2.20B |
| Total Debt | $4.41B |
Source: Nexqual, October 23, 2026 at 11:23 UTC.
Ownership (JAZZ)
| Insider Ownership | +2.90% |
|---|---|
| Institutional Ownership | +102.89% |
| Shares Outstanding | 64.91M |
| Float | 62.99M |
| Short % of Float | +8.69% |
Source: Nexqual, October 23, 2026 at 11:23 UTC.
From Jazz Pharmaceuticals plc's Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- Non-oxybate products intended for the treatment of EDS or cataplexy in narcolepsy or IH (Xywav is the first and only FDA-approved therapy to treat IH), including new market entrants, even if not directly competitive with Xywav or Xyrem, could have the effect of changing treatment regimens and payor or formulary coverage of Xywav or Xyrem in favor of other products, and indirectly materially and adversely affect sales of Xywav and Xyrem.
- We developed Rylaze to address the needs of patients and health care providers for an innovative, high-quality erwinia asparaginase with reliable supply.
- Their expertise, resilience, and commitment to patients enable us to advance our strategy with focus and confidence.
- Through direct input from employees, external insights and best practices, we developed our flexible working model; expanding the power of intentional collaboration and our ability to more effectively manage our global and highly distributed team workforce.
Partnerships
- In October 2020, we entered into an amendment to the license agreement with PharmaMar to expand our exclusive license to include rights to develop and commercialize Zepzelca in Canada.
- Under these amendments, we continue to have the right to a meaningful royalty from Hikma on net sales of the Hikma AG product throughout the extended Hikma AG period, which royalty rate was fixed through the end of 2025 and then subject to specified reductions as set forth in our agreement with Hikma.
Legal & Regulatory Risks (Item 1A, quoted)
- The distribution and sale of our oxybate products are subject to significant regulatory restrictions, including the requirements of a REMS and safety reporting requirements, and these regulatory and safety requirements subject us to risks and uncertainties, any of which could negatively impact sales of Xywav and Xyrem.
- We have incurred, and may in the future incur, substantial costs as a result of litigation or other proceedings relating to patents, other intellectual property rights and related matters, and we may be unable to protect our rights to, or commercialize, our products.
- FDA and Equivalent Non-U.S. Regulatory Authorities
- We and our Third-Party Manufacturers or Suppliers use hazardous materials in our manufacturing facilities, and any claims relating to the improper handling, storage, release or disposal of these materials could be time-consuming and expensive.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BMRN | BioMarin Pharmaceutical Inc. | USD 56.63 | ▲ 2.57% |
| UTHR | United Therapeutics Corporation | USD 584.79 | ▲ 3.78% |
| ALNY | Alnylam Pharmaceuticals, Inc. | USD 227.28 | ▲ 0.97% |
| INCY | Incyte Corporation | USD 116.93 | ▲ 3.08% |
| NBIX | Neurocrine Biosciences, Inc. | USD 143.29 | ▲ 1.4% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 11:23 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt