Arvinas (NASDAQ:ARVN) Releases Earnings Results, Misses Expectations By $0.55 EPS

Arvinas (NASDAQ:ARVN) released its quarterly earnings data on Tuesday. The company reported ($1.10) earnings per share for the quarter, missing the consensus estimate of ($0.55) by ($0.55), Briefing.com reports. Arvinas had a negative net margin of 18.73% and a negative return on equity of 9.77%. The business had revenue of $9.50 million for the quarter, compared to the consensus estimate of $37.26 million. During the same quarter last year, the firm earned ($0.63) EPS. The company’s revenue for the quarter was down 84.0% on a year-over-year basis.

Here are the key takeaways from Arvinas’ conference call:

• Arvinas expects multiple data readouts in 2026 from its clinical PROTACs (ARV-102, ARV-806, ARV-393, ARV-027) and plans a first-in-human for ARV-6723, positioning the company for several near-term value-driving milestones.
• ARV-102 demonstrated >50% LRRK2 reduction in CSF with pathway biomarker engagement (GPNMB, CD68), was accepted for an oral presentation at ADPD, and Arvinas plans a Phase 1b in PSP with a potential registrational trial in late 2026 pending regulatory feedback.
• The KRAS G12D degrader ARV-806 enrolled faster than expected with initial clinical data anticipated by mid-2026 (company cites strong preclinical potency and durable degradation), and the BCL6 degrader ARV-393 has already shown responses in early lymphoma cohorts and is advancing toward combination studies with glofitamab.
• Financially, Arvinas ended Q4 with ~$685M in cash (down from >$1B), maintains guidance for cash into the second half of 2028 after cost cuts, and has suspended its $100M repurchase program after buying back ~$91.9M.
• For vepdegestrant, Arvinas and Pfizer are actively selecting a commercialization partner ahead of the June 5 PDUFA to ensure launch readiness if approved, but a deal is not yet finalized.

Arvinas Stock Down 7.9%

NASDAQ:ARVN opened at $11.32 on Tuesday. Arvinas has a twelve month low of $5.90 and a twelve month high of $18.93. The firm has a market capitalization of $727.16 million, a price-to-earnings ratio of -13.88 and a beta of 1.88. The stock’s 50 day moving average price is $12.36 and its two-hundred day moving average price is $10.47.

Insider Activity at Arvinas

In related news, insider Noah Berkowitz sold 5,685 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $11.89, for a total transaction of $67,594.65. Following the transaction, the insider directly owned 163,938 shares in the company, valued at approximately $1,949,222.82. The trade was a 3.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Andrew Saik sold 5,134 shares of the company’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $11.89, for a total transaction of $61,043.26. Following the sale, the chief financial officer directly owned 159,267 shares in the company, valued at $1,893,684.63. This trade represents a 3.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 16,238 shares of company stock valued at $193,070. 4.73% of the stock is owned by corporate insiders.

Institutional Trading of Arvinas

A number of hedge funds have recently made changes to their positions in the business. Tower Research Capital LLC TRC lifted its holdings in shares of Arvinas by 491.4% during the second quarter. Tower Research Capital LLC TRC now owns 5,819 shares of the company’s stock worth $43,000 after buying an additional 4,835 shares in the last quarter. Canada Pension Plan Investment Board raised its stake in Arvinas by 109.4% in the 2nd quarter. Canada Pension Plan Investment Board now owns 6,700 shares of the company’s stock worth $49,000 after purchasing an additional 3,500 shares in the last quarter. Jain Global LLC acquired a new stake in Arvinas in the 3rd quarter worth about $95,000. Oxford Asset Management LLP boosted its holdings in Arvinas by 15.5% in the 2nd quarter. Oxford Asset Management LLP now owns 16,705 shares of the company’s stock valued at $123,000 after purchasing an additional 2,242 shares during the period. Finally, Virtu Financial LLC acquired a new position in shares of Arvinas during the 3rd quarter worth approximately $124,000. 95.19% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Arvinas in a report on Monday, December 22nd. Citigroup raised shares of Arvinas from a “neutral” rating to a “buy” rating and upped their target price for the stock from $10.00 to $15.00 in a research note on Tuesday, January 6th. Wedbush reissued a “neutral” rating and issued a $9.00 price target on shares of Arvinas in a research note on Thursday, November 6th. BTIG Research boosted their price target on Arvinas from $10.00 to $14.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Finally, Barclays increased their price objective on Arvinas from $16.00 to $18.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Ten analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $13.12.

About Arvinas

Arvinas, Inc (NASDAQ: ARVN) is a biopharmaceutical company focused on the development of therapies based on targeted protein degradation. Utilizing its proprietary proteolysis-targeting chimera (PROTAC®) platform, Arvinas aims to selectively eliminate disease-causing proteins rather than merely inhibit their activity. This novel approach has the potential to address a range of diseases, including oncology, neurodegeneration and inflammation, by harnessing the body’s natural protein-recycling systems.

The company’s most advanced clinical candidates address hormone-driven cancers.