IRONWOOD PHARMACEUTICALS INC(IRWD)Stock Analysis
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Rank #1,134 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
IRWD Stock Analysis & AI Quality Score
AI stock analysis and institutional research for IRONWOOD PHARMACEUTICALS INC (IRWD), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores IRWD at 55.9/100 on a 32-signal composite quality model, placing it at rank #1,134 of 2,879 stocks — the top half of the AI-ranked universe. IRWD scores in the top quartile across balance sheet strength (94.8), profitability (86.7). Areas of concern include revenue growth (17.3) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 23.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), IRONWOOD PHARMACEUTICALS INC reports quarterly revenue of $106.5M, net income of $40.8M, free cash flow of $5.1M. Top institutional holders of IRWD by reported 13-F value include Context Capital Management,, ARMISTICE CAPITAL,, BlackRock,, based on the most recent SEC filings. IRWD trades on the Nasdaq exchange and files with the SEC under CIK 1446847. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IRWD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for IRONWOOD PHARMACEUTICALS INC directly from SEC EDGAR. IRONWOOD PHARMACEUTICALS INC's 13F Pro composite quality score has ranged between 8 and 71 since 2021, currently 55.9 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$106.5M
Net Income
Q1 2026
$40.8M
Free Cash Flow
Q1 2026
$5.1M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-27.9% YoYNet Income
-86.3% YoYOperating Income
-60.7% YoYEPS (Diluted)
-84.4% YoYTotal Assets
-63.9% YoYTotal Debt
Op. Cash Flow
-53.6% YoY| Metric | FY 2025 | FY 2022 | FY 2020 | FY 2019 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|
| Revenue | $296.2M -27.9% | $410.6M +5.4% | $389.5M -9.1% | $428.4M +43.6% | $298.3M +8.9% | $274.0M |
| Net Income | $24.0M -86.3% | $175.1M +64.9% | $106.2M +393.7% | $21.5M +118.4% | $-116.9M -43.1% | $-81.7M |
| Operating Income | $98.5M -60.7% | $250.3M +75.1% | $142.9M +19.0% | $120.1M +881.9% | $-15.4M +70.4% | $-51.9M |
| EPS (Diluted) | $0.15 -84.4% | $0.96 +45.5% | $0.66 +371.4% | $0.14 | — | — |
| Total Assets | $396.9M -63.9% | $1.10B +96.8% | $559.2M +38.9% | $402.7M -33.5% | $605.7M -14.7% | $709.8M |
| Total Debt | — | $396.3M -7.9% | $430.3M | — | — | — |
| Operating Cash Flow | $127.0M -53.6% | $273.8M +62.1% | $168.8M +1474.2% | $10.7M +110.6% | $-100.8M -288.5% | $-25.9M |
AI Insight: IRWD Financial Trends
Revenue volatility masks underlying profitability improvement, with operating income surging from $25M in Q2 2024 to $73M in Q1 2026.
• Operating income expanded from $25M in Q2 2024 to $73M in Q1 2026, despite revenue fluctuations.
• Equity deficit improved from -$322M in Q2 2024 to -$217M in Q1 2026.
• Revenue shows extreme quarter-to-quarter volatility, ranging from $41M to $122M across recent periods.
• Net income turned positive in recent quarters after losses, reaching $41M in Q1 2026.
⚠ Operating cash flow swung from $48M in Q3 2025 to just $5M in Q1 2026.
⚠ Revenue pattern remains highly unpredictable with no clear directional trend emerging over eight quarters.
AI Insight: IRWD Ratio Trends
Ironwood exhibits extreme quarterly volatility with operating margins swinging from -70.8% in Q1 2025 to 68.1% in Q1 2026.
• Operating margin surged from 14.3% in Q4 2025 to 68.1% in Q1 2026, marking highest level in dataset.
• Net profit margin jumped from -4.8% in Q4 2025 to 38.3% in Q1 2026, recovering from negative territory.
• Return on assets improved dramatically from -2.3% in Q4 2025 to 37.5% in Q1 2026.
⚠ Severe margin volatility continues with Q1 2025 showing -70.8% operating margin before recovery.
⚠ Q4 2025 marked sharp deterioration with operating margin falling from 61.8% to 14.3% quarter-over-quarter.
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Available Research
13F Pro tracks comprehensive data for IRONWOOD PHARMACEUTICALS INC including:
Top Institutional Holders of IRWD
Context Capital Management, LLC
$58.1M59,619,000 shARMISTICE CAPITAL, LLC
$52.7M15,028,000 shBlackRock, Inc.
$46.9M13,362,930 shJPMORGAN CHASE & CO
$46.1M46,942,000 shHIGHBRIDGE CAPITAL MANAGEMENT LLC
$46.1M46,942,000 shUBS Group AG
$39.3M11,200,320 shSarissa Capital Management LP
$32.3M9,188,635 shBANK OF AMERICA CORP /DE/
$30.5M8,682,907 shD. E. Shaw & Co., Inc.
$28.7M29,150,000 shRENAISSANCE TECHNOLOGIES LLC
$28.3M8,061,073 sh
| Fund | Value | Shares |
|---|---|---|
| Context Capital Management, LLC | $58.1M | 59,619,000 |
| ARMISTICE CAPITAL, LLC | $52.7M | 15,028,000 |
| BlackRock, Inc. | $46.9M | 13,362,930 |
| JPMORGAN CHASE & CO | $46.1M | 46,942,000 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $46.1M | 46,942,000 |
| UBS Group AG | $39.3M | 11,200,320 |
| Sarissa Capital Management LP | $32.3M | 9,188,635 |
| BANK OF AMERICA CORP /DE/ | $30.5M | 8,682,907 |
| D. E. Shaw & Co., Inc. | $28.7M | 29,150,000 |
| RENAISSANCE TECHNOLOGIES LLC | $28.3M | 8,061,073 |
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Popular Research
Is IRWD a good stock to buy?
13F Pro's AI-powered analysis of IRONWOOD PHARMACEUTICALS INC (IRWD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IRWD are available on the IRWD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own IRWD?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IRWD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of IRONWOOD PHARMACEUTICALS INC's investment landscape.