Royalty Pharma Q3 Portfolio Receipts up 11%, guidance raised

Royalty Pharma

05/11/2025 12:21

Overview

Royalty Pharma Q3 2025 Portfolio Receipts grow 11% yr/yr to $814 mln

Adjusted EBITDA for Q3 2025 beats analyst expectations

Company raises full-year 2025 guidance for Portfolio Receipts to $3.2-$3.25 bln

Outlook

Royalty Pharma raises 2025 Portfolio Receipts guidance to $3,200 mln-$3,250 mln

Company expects 2025 Portfolio Receipts growth of 14% to 16%

Royalty Pharma sees negligible FX impact on 2025 Portfolio Receipts

Result Drivers

ROYALTY RECEIPTS GROWTH - Driven by strong performance of Voranigo, Tremfya, and cystic fibrosis franchise

CAPITAL DEPLOYMENT - Expanded portfolio with acquisitions including Imdelltra and Amvuttra

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Adjusted EBITDA
Beat
$779 mln
$695.81 mln (4 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy"

Wall Street's median 12-month price target for Royalty Pharma PLC is $42.50, about 11% above its November 4 closing price of $37.84

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nGNX8cFqQg

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)