Pharmaceutical Preparations · SIC 2834

COLLEGIUM PHARMACEUTICAL, INC

COLL

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Latest revenue

$193.5M

as of 2026-03-31

Latest net income

$14.5M

as of 2026-03-31

Net margin

7.5%

as of 2026-03-31

Price · 5Y

+7.4% / yr 6.4 pts / yr vs S&P 500 42.6% total
Compare:

Live market

delayed ≤15 min
$34.07
1.02%
Market cap
$1.11B
Enterprise value
$1.11B
P/E (trailing)
17.6×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$50.79
52-wk low
$28.73
Beta
Shares out
32.4M

5-year trend

What this company does

AI

Item 1. Business Overview Our mission is to build a leading, diversified biopharmaceutical company committed to improving the lives of people living with serious medical conditions. We have developed, licensed, and acquired a portfolio of meaningfully differentiated products for use in the treatment of attention deficit hyperactivity disorder (“ADHD”) and moderate to severe pain. We commercialize our products, consisting of Jornay PM, Belbuca, Xtampza ER, Nucynta ER and Nucynta IR (collectively the “Nucynta Products”), and Symproic, in the United States. Jornay PM On September 3, 2024, we acquired Ironshore, which had developed and obtained commercial approval to market Jornay PM in the…

AI summary unavailable — showing raw filing excerpt

Generated from COLL's filing dated 2026-02-26

Key risks

AI

Item 1A. Risk Factors Investing in our common stock involves a high degree of risk. Investors should carefully consider the risks described below, as well as all other information included in this Annual Report on Form 10-K, including our financial statements, the notes thereto and the section entitled “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” If any of the following risks actually occurs, our business, financial condition, operating results, prospects and ability to accomplish our strategic objectives could be materially harmed. As a result, the trading price of our common stock could decline and investors could lose all or part of their…

AI summary unavailable — showing raw filing excerpt

Generated from COLL's filing dated 2026-02-26

Profitability

Gross margin

59.3%

0.7%

Operating margin

23.0%

14.5%

Net margin

8.1%

26.5%

Return on equity

20.8%

31.1%

Return on assets

3.8%

8.8%

Leverage

Debt / equity

4.49×

28.4%

Long-term debt / equity

1.80×

25.3%

Debt / assets

81.8%

5.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$193.5M+8.9%$14.5M+499.8%7.5%

Q4 2025

2025-12-31

$205.4M+12.9%$17.0M+35.3%8.3%

Q3 2025

2025-09-30

$209.4M+31.4%$31.5M+237.5%15.0%

Q2 2025

2025-06-30

$188.0M+29.4%$12.0M-38.9%6.4%

Q1 2025

2025-03-31

$177.8M+22.7%$2.4M-91.3%1.4%

Q4 2024

2024-12-31

$181.9M$12.5M6.9%

Q3 2024

2024-09-30

$159.3M+16.5%$9.3M-42.4%5.9%

Q2 2024

2024-06-30

$145.3M+7.2%$19.6M+543.7%13.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Pharmaceutical Preparations · SIC 2834

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$10.5M

Net activity

−$10.5M

Distinct insiders

11

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-18

John Gordon Freund

Director

Sale20$34.05$681
2026-05-15

John Gordon Freund

Director

Sale4,127$34.54$142.5K
2026-05-13

Nancy Lurker

Director

Sale4,500$35.97$161.9K
2026-05-11

Garen G Bohlin

Director

Sale8,700$37.18$323.5K
2026-03-18

David Dieter

EVP & General Counsel

Sale13,976$34.92$488.1K
2026-03-09

David Dieter

EVP & General Counsel

Sale6,224$36.65$228.1K
2026-03-03

Scott Dreyer

EVP & Chief Commercial Officer

Sale46,417$40.36$1.9M
2026-03-03

Scott Dreyer

EVP & Chief Commercial Officer

Sale3,559$40.99$145.9K
2025-12-08

Scott Dreyer

EVP & Chief Commercial Officer

Sale11,125$47.89$532.8K
2025-12-08

Scott Dreyer

EVP & Chief Commercial Officer

Sale6,475$48.66$315.1K
2025-12-05

Rita J. Balice-Gordon

Director

Sale3,650$47.03$171.7K
2025-11-12

John A. Fallon

Director

Sale34,853$47.21$1.6M
2025-11-06

Colleen Tupper

EVP & Chief Financial Officer

Sale25,142$40.38$1.0M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns COLL

Institutional value

$539.8M

Total shares held

16.9M

Distinct holders

161

-117 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.5.1M$169.8M+34.3K (+0.7%)Added
2Invesco Ltd.1.6M$52.6M+416.9K (+35.5%)Added
3VANGUARD CAPITAL MANAGEMENT LLC1.3M$44.1MNew
4PRINCIPAL FINANCIAL GROUP INC1.3M$42.8M-18.6K (-1.4%)Trimmed
5DIMENSIONAL FUND ADVISORS LP833.2K$27.6M+2.7K (+0.3%)Added
6VANGUARD PORTFOLIO MANAGEMENT LLC680.4K$22.5MNew
7EMERALD ADVISERS, LLC402.8K$13.3M-226.6K (-36.0%)Trimmed
8Assenagon Asset Management S.A.312.6K$10.3M-199.1K (-38.9%)Trimmed
9EMERALD MUTUAL FUND ADVISERS TRUST306.1K$10.1M-85.6K (-21.9%)Trimmed
10ROYCE & ASSOCIATES LP272.8K$9.0M+21.6K (+8.6%)Added
11Bank of New York Mellon Corp225.7K$7.5M-1.4K (-0.6%)Trimmed
12VANGUARD FIDUCIARY TRUST CO219.4K$7.3MNew
13Hillsdale Investment Management Inc.184.6K$6.1M-22.0K (-10.6%)Trimmed
14FRANKLIN RESOURCES INC174.4K$5.8M+136.6K (+361.7%)Added
15PRUDENTIAL FINANCIAL INC170.7K$5.6M+95.2K (+126.1%)Added
16THIRD AVENUE MANAGEMENT LLC155.1K$5.1M-48.3K (-23.7%)Trimmed
17Public Sector Pension Investment Board141.3K$4.7M-5.4K (-3.7%)Trimmed
18SEI INVESTMENTS CO130.6K$4.3M+85.8K (+191.6%)Added
19BNP PARIBAS FINANCIAL MARKETS122.1K$4.0M-97.4K (-44.4%)Trimmed
20Ballast Asset Management, LP113.2K$3.7M+2.8K (+2.5%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once COLL's latest filing finishes processing.