Stock events for ADMA Biologics, Inc. (ADMA)
In the past six months, several events have impacted ADMA Biologics' stock price. On February 25, 2026, ADMA Biologics reported record fourth quarter and full-year 2025 financial results, with total revenue up 20% year-over-year to $510 million and ASCENIV revenue up 51%, also announcing a CFO transition and reaffirming its long-term financial guidance. On March 2, 2026, the company announced a $125 million accelerated share repurchase program as part of a broader $200 million 2026 capital return initiative. On March 5, 2026, ADMA Biologics shares closed down 5.08% amid a broader biotechnology sector selloff, influenced by Middle East geopolitical tensions and surging oil prices, despite strong Q4 2025 earnings. On March 4, 2026, Zacks Research upgraded ADMA Biologics from a "hold" to a "strong-buy" rating. On January 12, 2026, ADMA Biologics announced preliminary full-year 2025 unaudited total revenue of approximately $510–511 million. On November 5, 2025, ADMA Biologics announced its third-quarter 2025 financial results, reporting strong performance and raising its full-year 2025 total revenue guidance to at least $510 million, also highlighting the FDA's lot release authorization for its new yield-enhanced production process.
Demand Seasonality affecting ADMA Biologics, Inc.’s stock price
The provided information indicates strong and continued demand for ADMA Biologics' products, particularly ASCENIV. Management has consistently raised revenue guidance, citing strong product demand and operational leverage. The U.S. IVIG market, which ADMA operates in, is projected to grow significantly. The provided search results do not explicitly detail any specific seasonal fluctuations in the demand for ADMA Biologics' products and services.
Overview of ADMA Biologics, Inc.’s business
ADMA Biologics, Inc. is a biopharmaceutical company focused on developing, manufacturing, and commercializing specialty plasma-derived biologics for treating and preventing infectious diseases in immune-compromised patients. The company operates in the healthcare sector, specifically in the biological products industry and is vertically integrated, managing the entire supply chain from plasma collection to manufacturing finished drug products. Its major products include three FDA-approved plasma-derived biologics: ASCENIV™ for the treatment of primary humoral immunodeficiency (PI), BIVIGAM® also for the treatment of PI, and NABI-HB® to provide enhanced immunity against the hepatitis B virus. ADMA is also developing SG-001, a pre-clinical, investigative hyperimmune globulin targeting S. pneumonia. The company's business segments include ADMA BioManufacturing, which generates the majority of its revenue, and Plasma Collection Centers.
ADMA’s Geographic footprint
ADMA Biologics' corporate headquarters are located in Ramsey, New Jersey, USA, with critical manufacturing and plasma collection operations primarily centered in Boca Raton, Florida, USA. The company's plasma collection network (ADMA BioCenters) and advanced biopharmaceutical manufacturing facility are all U.S.-based. While its therapeutic products address conditions globally, ADMA's current commercialization efforts and direct operational footprint are focused on the domestic U.S. market.
ADMA Corporate Image Assessment
In the past year, ADMA Biologics has maintained a positive brand reputation, largely driven by strong financial performance and positive analyst sentiment. The company reported record revenues and achieved its first-ever GAAP net income and positive Adjusted EBITDA in Q4 2023 and full-year 2023. Record revenues continued into Q1 2024, with a 62% increase year-over-year. The FDA approval for expanded plasma pool collection in April 2024 and the yield-enhanced production process in April 2025 have also contributed positively to its reputation by demonstrating operational improvements and efficiency gains. Analyst ratings are predominantly positive, with a consensus "Buy" rating and an average target price suggesting significant upside.
Ownership
ADMA Biologics' ownership structure is a mix of institutional funds, individual retail investors, and company insiders. Institutional investors collectively own over half the company, holding significant voting power. As of March 3, 2026, ADMA Biologics had 486 institutional owners and shareholders. Major institutional holders include BlackRock, Inc., The Vanguard Group, Inc., State Street Corp., Invesco Ltd., Sachem Head Capital Management LP, Westfield Capital Management Co Lp, Capital Research Global Investors, Nuveen, LLC, Geode Capital Management, Llc, and American Century Companies Inc. Approximately 59.56% of the company's stock is owned by Institutional Investors, 3.38% by Insiders, and 37.07% by Public Companies and Individual Investors.
