Biological Products, (No Diagnostic Substances) · SIC 2836

Tarsus Pharmaceuticals, Inc.

TARS

Watch

Latest revenue

$162.1M

as of 2026-03-31

Latest net income

$-7.0M

as of 2026-03-31

Net margin

-4.3%

as of 2026-03-31

Price · 5Y

+13.4% / yr 0.4 pts / yr vs S&P 500 86.9% total
Compare:

Live market

delayed ≤15 min
$62.26
1.92%
Market cap
$2.68B
Enterprise value
$2.68B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$85.25
52-wk low
$38.51
Beta
Shares out
43.0M

5-year trend

About TARS

Business description and risk factors will appear here once TARS's latest filing is fully ingested.

Profitability

Operating margin

-15.7%

76.1%

Net margin

-14.7%

76.7%

Return on equity

-19.3%

67.0%

Return on assets

-11.8%

61.5%

Leverage

Debt / equity

0.64×

30.3%

Long-term debt / equity

0.21×

42.2%

Debt / assets

38.9%

18.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$162.1M+106.9%$-7.0M+72.3%-4.3%

Q4 2025

2025-12-31

$151.7M+128.4%$-8.4M+63.8%-5.5%

Q3 2025

2025-09-30

$118.7M+146.7%$-12.6M+46.3%-10.6%

Q2 2025

2025-06-30

$102.7M+151.5%$-20.3M+38.9%-19.8%

Q1 2025

2025-03-31

$78.3M+183.7%$-25.1M+29.7%-32.1%

Q4 2024

2024-12-31

$66.4M$-23.1M-34.8%

Q3 2024

2024-09-30

$48.1M+2471.8%$-23.4M+40.2%-48.7%

Q2 2024

2024-06-30

$40.8M$-33.3M-5.9%-81.6%

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

Biological Products, (No Diagnostic Substances) · SIC 2836

Your notes

Keep private notes on TARS — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$0

Insider selling

$15.8M

Net activity

−$15.8M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-20

Seshadri Neervannan

Chief Operating Officer

Sale2,989$66.75$199.5K
2026-03-19

Dianne C. Whitfield

Chief Human Resources Officer

Sale4,174$67.00$279.7K
2026-03-19

Bryan Wahl

General Counsel

Sale4,231$67.00$283.5K
2026-03-19

Seshadri Neervannan

Chief Operating Officer

Sale4,589$67.00$307.5K
2026-03-19

Aziz Mottiwala

Chief Commercial Officer

Sale4,440$67.00$297.5K
2026-03-19

Elizabeth Yeu Lin

Chief Medical Officer

Sale390$67.00$26.1K
2026-03-19

Jeffrey S Farrow

Chief Financial Officer and Chief Strategy Officer

Sale2,186$67.00$146.5K
2026-03-19

Bobak R. Azamian

President/CEO and Board Chair

Sale11,964$67.00$801.6K
2026-03-18

Dianne C. Whitfield

Chief Human Resources Officer

Sale4,071$68.71$279.7K
2026-03-18

Bryan Wahl

General Counsel

Sale4,125$68.71$283.4K
2026-03-18

Seshadri Neervannan

Chief Operating Officer

Sale3,610$68.71$248.0K
2026-03-18

Aziz Mottiwala

Chief Commercial Officer

Sale4,330$68.71$297.5K
2026-03-18

Elizabeth Yeu Lin

Chief Medical Officer

Sale379$68.71$26.0K
2026-03-18

Jeffrey S Farrow

Chief Financial Officer and Chief Strategy Officer

Sale2,133$68.71$146.6K
2026-03-18

Bobak R. Azamian

President/CEO and Board Chair

Sale11,667$68.71$801.6K
2026-03-17

Dianne C. Whitfield

Chief Human Resources Officer

Sale4,029$69.42$279.7K
2026-03-17

Bryan Wahl

General Counsel

Sale4,084$69.42$283.5K
2026-03-17

Seshadri Neervannan

Chief Operating Officer

Sale3,125$69.42$216.9K
2026-03-17

Aziz Mottiwala

Chief Commercial Officer

Sale4,286$69.42$297.5K
2026-03-17

Elizabeth Yeu Lin

Chief Medical Officer

Sale375$69.42$26.0K
2026-03-17

Jeffrey S Farrow

Chief Financial Officer and Chief Strategy Officer

Sale2,111$69.42$146.5K
2026-03-17

Bobak R. Azamian

President/CEO and Board Chair

Sale10,972$69.42$761.7K
2026-03-16

William J Link PHD

Director

Sale3,629$68.09$247.1K
2026-03-16

William J Link PHD

Director

Sale8,378$69.03$578.3K
2026-03-16

William J Link PHD

Director

Sale493$69.75$34.4K

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 TARS

Institutional value

$1.05B

Total shares held

15.0M

Distinct holders

138

-106 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.3.6M$249.2M-237.9K (-6.3%)Trimmed
2VANGUARD CAPITAL MANAGEMENT LLC1.8M$123.5MNew
3JENNISON ASSOCIATES LLC1.7M$120.1M-517.9K (-23.2%)Trimmed
4Assenagon Asset Management S.A.1.3M$89.8M+152.5K (+13.5%)Added
5Invesco Ltd.742.5K$52.1M-269.9K (-26.7%)Trimmed
6Clearbridge Investments, LLC545.4K$38.3M+39.3K (+7.8%)Added
7TimesSquare Capital Management, LLC388.6K$27.3M+56.1K (+16.9%)Added
8VANGUARD PORTFOLIO MANAGEMENT LLC335.9K$23.6MNew
9FRANKLIN RESOURCES INC333.7K$23.4M-3.3K (-1.0%)Trimmed
10Ensign Peak Advisors, Inc333.0K$23.4M-141.1K (-29.8%)Trimmed
11Nuveen, LLC315.3K$22.1M-7.2K (-2.2%)Trimmed
12Artisan Partners Limited Partnership307.3K$21.6M-129.3K (-29.6%)Trimmed
13BNP PARIBAS FINANCIAL MARKETS303.5K$21.3M-52.6K (-14.8%)Trimmed
14VANGUARD FIDUCIARY TRUST CO272.7K$19.1MNew
15M&G PLC166.4K$11.6MNew
16Russell Investments Group, Ltd.145.9K$10.2M-7.8K (-5.1%)Trimmed
17Allspring Global Investments Holdings, LLC131.6K$9.2M+1.2K (+0.9%)Added
18FIRST TRUST ADVISORS LP122.9K$8.6M+11.1K (+10.0%)Added
19DEUTSCHE BANK AG\121.9K$8.5M+3.6K (+3.1%)Added
20Jefferies Financial Group Inc.118.8K$8.3M+0 (+0.0%)No change

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 TARS's latest filing finishes processing.