IRONWOOD PHARMACEUTICALS INC(IRWD)Stock Analysis
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Rank #834 of 2,962 stocksTOP 50%
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
Unusual Activity in IRWD
Events flagged as statistical outliers against IRWD's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-07
IRWD quality score dropped 20 points (56→36) on a new filing
View source filing →
IRWD Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for IRONWOOD PHARMACEUTICALS INC (IRWD), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores IRWD at 60.8/100 on a 32-signal composite quality model, placing it at rank #834 of 2,962 stocks — the top half of the AI-ranked universe. IRWD scores in the top quartile across balance sheet strength (99.2), profitability (94.4), free cash flow (94.1). Areas of concern include institutional flow (4.1) and revenue growth (20.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 22.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), IRONWOOD PHARMACEUTICALS INC reports quarterly revenue of $113.0M, net income of $51.3M, an operating margin of 70.2%. Top institutional holders of IRWD by reported 13-F value include BlackRock, ARMISTICE CAPITAL, Sarissa Capital Management, 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 31 and 71 since 2021, currently 60.8 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving IRWD's Business? Latest 10-Q Breakdown
AI-extracted from IRONWOOD PHARMACEUTICALS INC's 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue grew 33% YoY to $113.0M on higher LINZESS net profit share from AbbVie, driving net income up to $51.3M from $23.6M as expenses fell 15%.
Biggest Revenue Drivers
Increase in share of net profits from LINZESS U.S. sales, driven primarily by increased net price and increased prescription demand
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$113.0M
Net Income
Q2 2026
$51.3M
Operating Margin
Q2 2026
70.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-15.7% YoYNet Income
+2629.2% YoYOperating Income
+5.8% YoYEPS (Diluted)
+1400.0% YoYTotal Assets
+13.1% YoYTotal Debt
Op. Cash Flow
+22.7% YoYFree Cash Flow
+22.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $296.2M -15.7% | $351.4M -20.6% | $442.7M +7.8% | $410.6M -0.8% | $413.8M +6.2% | $389.5M |
| Net Income | $24.0M +2629.2% | $880.0K +100.1% | $-1.00B -672.5% | $175.1M -66.9% | $528.4M +397.7% | $106.2M |
| Operating Income | $98.5M +5.8% | $93.1M +109.8% | $-945.4M -477.7% | $250.3M +7.8% | $232.3M +62.5% | $142.9M |
| EPS (Diluted) | $0.15 +1400.0% | $0.01 +100.2% | $-6.45 -771.9% | $0.96 -70.1% | $3.21 +386.4% | $0.66 |
| Total Assets | $396.9M +13.1% | $350.9M -25.5% | $471.1M -57.2% | $1.10B -2.3% | $1.13B +101.5% | $559.2M |
| Total Debt | — | $199.0M -50.0% | $397.9M +0.4% | $396.3M -12.8% | $454.2M +5.6% | $430.3M |
| Operating Cash Flow | $127.0M +22.7% | $103.5M -43.5% | $183.4M -33.0% | $273.8M +4.5% | $261.9M +55.1% | $168.8M |
| Free Cash Flow | $127.0M +22.8% | $103.4M -43.5% | $183.2M -33.1% | $273.6M +4.6% | $261.6M +56.7% | $167.0M |
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13F Pro tracks comprehensive data for IRONWOOD PHARMACEUTICALS INC including:
Top Institutional Holders of IRWD
BlackRock, Inc.
$74.9M17,788,557 shARMISTICE CAPITAL, LLC
$58.7M13,932,000 shSarissa Capital Management LP
$38.7M9,188,635 shSTATE STREET CORP
$37.1M8,809,601 shBANK OF AMERICA CORP /DE/
$36.6M8,683,803 shRENAISSANCE TECHNOLOGIES LLC
$33.7M7,993,226 shVANGUARD CAPITAL MANAGEMENT LLC
$27.8M6,608,508 shAQR CAPITAL MANAGEMENT LLC
$27.2M6,465,921 shACADIAN ASSET MANAGEMENT LLC
$24.6M5,853,331 shVANGUARD PORTFOLIO MANAGEMENT LLC
$23.2M5,513,355 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $74.9M | 17,788,557 |
| ARMISTICE CAPITAL, LLC | $58.7M | 13,932,000 |
| Sarissa Capital Management LP | $38.7M | 9,188,635 |
| STATE STREET CORP | $37.1M | 8,809,601 |
| BANK OF AMERICA CORP /DE/ | $36.6M | 8,683,803 |
| RENAISSANCE TECHNOLOGIES LLC | $33.7M | 7,993,226 |
| VANGUARD CAPITAL MANAGEMENT LLC | $27.8M | 6,608,508 |
| AQR CAPITAL MANAGEMENT LLC | $27.2M | 6,465,921 |
| ACADIAN ASSET MANAGEMENT LLC | $24.6M | 5,853,331 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $23.2M | 5,513,355 |
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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. IRWD is classified as a small company.
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.