Rafael Holdings, Inc. Class B (RFL)

Rafael Holdings' stock price declined by 14.38% between May 7, 2025, and May 6, 2026, but increased by 10.3% year-to-date from the start of 2026 to May 9, 2026. Key financial reporting events include the release of Fourth Quarter Fiscal 2025 earnings on October 29, 2025, First Quarter Fiscal 2026 earnings on December 11, 2025, and Second Quarter Fiscal 2026 earnings on March 16, 2026. Other significant events include a patent licensing agreement with MIT announced on April 22, 2026, an insider increasing their holdings by 1,810% during the year, and the Data Monitoring Committee recommending continuing the pivotal Phase 3 TransportNPC™ study of Trappsol Cyclo. Additionally, board changes were announced on October 29, 2025, and there was a Form 25 filing related to the delisting of warrants from NYSE American.

Based on the available information, there is no explicit data indicating demand seasonality for Rafael Holdings, Inc.'s products and services.

Rafael Holdings, Inc. operates through three segments: Healthcare, Infusion Technology, and Real Estate, with a core emphasis on life sciences. The Healthcare segment develops therapies for difficult-to-treat diseases, including rare diseases and oncology, with its lead drug candidate, Trappsol Cyclo, in Phase 3 clinical trials for Niemann-Pick Disease Type C1 (NPC1). Rafael Holdings also has interests in other portfolio companies focusing on areas like cancer metabolism research, orthopedic medical devices, and technology-enabled cannabis product offerings.

Rafael Holdings, Inc. conducts its operations in the United States and Israel. The company is headquartered in Newark, New Jersey, and its real estate holdings include a commercial building in Israel and a commercial office space with an associated public garage in Newark, New Jersey.

Rafael Holdings' brand reputation has faced challenges, receiving a consensus "Sell" rating from analysts and a lower MarketRank™ score compared to peers. The company reported a deeply negative EPS and net margin, and Weiss Ratings reaffirmed a "Sell" rating. However, some institutional investors have increased their stakes, and the announcement of a patent licensing agreement with MIT in April 2026 strengthens its intellectual property in Alzheimer's disease research.

Ownership of Rafael Holdings, Inc. is significantly concentrated, with Howard S. Jonas owning 29.02% of all shares and holding 50.4% of the voting power. Insiders collectively own approximately 30.42% of the company's stock. Institutional investors hold between 3.57% and 12.97% of the stock, with public companies and individual (retail) investors owning approximately 63.31%.