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Royalty Pharma Q3 Portfolio Receipts up 11%, guidance raised

ReutersNov 5, 2025 12:21 PM


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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