HERON THERAPEUTICS, INC. /DE/(HRTX)Stock Analysis
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Rank #2,684 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
HRTX Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for HERON THERAPEUTICS, INC. /DE/ (HRTX), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores HRTX at 24.7/100 on a 32-signal composite quality model, placing it at rank #2,684 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (3.9) and profitability (14.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 21.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), HERON THERAPEUTICS, INC. /DE/ reports quarterly revenue of $37.7M, net income of $-5.5M, free cash flow of $-2.4M. Top institutional holders of HRTX by reported 13-F value include Rubric Capital Management, Clearline Capital, BlackRock, based on the most recent SEC filings. HRTX trades on the Nasdaq exchange and files with the SEC under CIK 818033. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HRTX 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 HERON THERAPEUTICS, INC. /DE/ directly from SEC EDGAR. HERON THERAPEUTICS, INC. /DE/'s 13F Pro composite quality score has ranged between 23 and 30 since 2026, currently 24.7 — a declining long-term trajectory across 48 quarterly and live scoring snapshots.
Revenue
Q2 2026
$37.7M
Net Income
Q2 2026
$-5.5M
Free Cash Flow
Q2 2026
$-2.4M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+7.4% YoYNet Income
-48.7% YoYOperating Income
+78.0% YoYEPS (Diluted)
-33.3% YoYTotal Assets
+9.7% YoYOp. Cash Flow
-22.5% YoYFree Cash Flow
-15.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $154.9M +7.4% | $144.3M +13.6% | $127.0M +18.0% | $107.7M +24.7% | $86.3M -2.6% | $88.6M |
| Net Income | $-20.2M -48.7% | $-13.6M +87.7% | $-110.6M +39.3% | $-182.0M +17.5% | $-220.7M +2.9% | $-227.3M |
| Operating Income | $-2.5M +78.0% | $-11.5M +89.6% | $-110.6M +36.7% | $-174.7M +19.8% | $-217.8M +4.5% | $-228.2M |
| EPS (Diluted) | $-0.12 -33.3% | $-0.09 +88.8% | $-0.80 +52.1% | $-1.67 +25.4% | $-2.24 | — |
| Total Assets | $255.9M +9.7% | $233.1M +4.8% | $222.5M -11.3% | $251.0M -17.9% | $305.7M -13.5% | $353.6M |
| Operating Cash Flow | $-27.6M -22.5% | $-22.5M +61.7% | $-58.8M +60.0% | $-146.9M +27.8% | $-203.4M -10.0% | $-184.8M |
| Free Cash Flow | $-27.9M -15.2% | $-24.2M +59.8% | $-60.3M +59.4% | $-148.7M +27.9% | $-206.4M -7.7% | $-191.6M |
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13F Pro tracks comprehensive data for HERON THERAPEUTICS, INC. /DE/ including:
Top Institutional Holders of HRTX
Rubric Capital Management LP
$12.8M30,046,828 shClearline Capital LP
$4.9M11,383,961 shBlackRock, Inc.
$4.5M10,550,750 shVelan Capital Investment Management LP
$3.7M8,753,290 shVANGUARD CAPITAL MANAGEMENT LLC
$3.3M7,782,741 shTejara Capital Ltd
$2.8M6,510,795 shTANG CAPITAL MANAGEMENT LLC
$2.7M6,250,000 shGEODE CAPITAL MANAGEMENT, LLC
$1.8M4,270,980 shMILLENNIUM MANAGEMENT LLC
$1.7M4,070,101 shJW Asset Management, LLC
$1.6M3,751,073 sh
| Fund | Value | Shares |
|---|---|---|
| Rubric Capital Management LP | $12.8M | 30,046,828 |
| Clearline Capital LP | $4.9M | 11,383,961 |
| BlackRock, Inc. | $4.5M | 10,550,750 |
| Velan Capital Investment Management LP | $3.7M | 8,753,290 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3M | 7,782,741 |
| Tejara Capital Ltd | $2.8M | 6,510,795 |
| TANG CAPITAL MANAGEMENT LLC | $2.7M | 6,250,000 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.8M | 4,270,980 |
| MILLENNIUM MANAGEMENT LLC | $1.7M | 4,070,101 |
| JW Asset Management, LLC | $1.6M | 3,751,073 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is HRTX a good stock to buy?
13F Pro's AI-powered analysis of HERON THERAPEUTICS, INC. /DE/ (HRTX) 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 HRTX are available on the HRTX 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. HRTX is classified as a small company.
Which hedge funds own HRTX?
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 HRTX. 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 HERON THERAPEUTICS, INC. /DE/'s investment landscape.