Q2 EPS Forecast for Arrowhead Pharmaceuticals Cut by Analyst

Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR) – Zacks Research cut their Q2 2026 earnings per share (EPS) estimates for Arrowhead Pharmaceuticals in a report issued on Wednesday, February 11th. Zacks Research analyst D. Bautz now forecasts that the biotechnology company will post earnings of ($1.29) per share for the quarter, down from their prior estimate of ($1.14). The consensus estimate for Arrowhead Pharmaceuticals’ current full-year earnings is ($2.42) per share. Zacks Research also issued estimates for Arrowhead Pharmaceuticals’ Q3 2026 earnings at ($1.49) EPS, Q4 2026 earnings at ($1.51) EPS, FY2026 earnings at ($4.11) EPS, FY2027 earnings at ($4.33) EPS and FY2028 earnings at ($4.33) EPS.

Arrowhead Pharmaceuticals (NASDAQ:ARWR) last posted its quarterly earnings data on Thursday, February 5th. The biotechnology company reported $0.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.60 by ($0.38). The company had revenue of $264.03 million for the quarter, compared to the consensus estimate of $225.66 million. Arrowhead Pharmaceuticals had a return on equity of 35.64% and a net margin of 18.54%.The business’s revenue for the quarter was up 10461.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($1.39) EPS.

Several other research firms have also issued reports on ARWR. HC Wainwright reissued a “buy” rating and issued a $100.00 price target on shares of Arrowhead Pharmaceuticals in a research report on Tuesday. Bank of America upped their price objective on Arrowhead Pharmaceuticals from $62.00 to $81.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Piper Sandler reissued an “overweight” rating and issued a $110.00 target price (up from $100.00) on shares of Arrowhead Pharmaceuticals in a report on Tuesday, January 13th. B. Riley Financial raised their target price on Arrowhead Pharmaceuticals from $61.00 to $101.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, The Goldman Sachs Group upped their price target on Arrowhead Pharmaceuticals from $50.00 to $85.00 and gave the company a “neutral” rating in a research report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $81.67.

Arrowhead Pharmaceuticals Price Performance

Shares of NASDAQ:ARWR opened at $63.82 on Friday. The firm has a market capitalization of $8.94 billion, a PE ratio of 41.71 and a beta of 1.21. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.29. Arrowhead Pharmaceuticals has a 1-year low of $9.57 and a 1-year high of $76.76. The business’s 50 day moving average is $67.03 and its 200-day moving average is $45.06.

Institutional Trading of Arrowhead Pharmaceuticals

A number of hedge funds have recently modified their holdings of ARWR. Marshall Wace LLP lifted its holdings in Arrowhead Pharmaceuticals by 3,507.8% during the second quarter. Marshall Wace LLP now owns 2,155,998 shares of the biotechnology company’s stock worth $34,065,000 after acquiring an additional 2,096,238 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of Arrowhead Pharmaceuticals by 3,142.5% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,081,689 shares of the biotechnology company’s stock worth $71,797,000 after purchasing an additional 2,017,489 shares during the period. Norges Bank bought a new position in shares of Arrowhead Pharmaceuticals during the 2nd quarter valued at about $30,414,000. Deerfield Management Company L.P. bought a new position in shares of Arrowhead Pharmaceuticals during the 3rd quarter valued at about $34,249,000. Finally, Balyasny Asset Management L.P. acquired a new position in shares of Arrowhead Pharmaceuticals in the 3rd quarter valued at approximately $27,349,000. 62.61% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Arrowhead Pharmaceuticals

In other Arrowhead Pharmaceuticals news, COO Patrick O’brien sold 49,493 shares of the business’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $63.11, for a total transaction of $3,123,503.23. Following the completion of the sale, the chief operating officer directly owned 474,908 shares of the company’s stock, valued at approximately $29,971,443.88. The trade was a 9.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider James C. Hamilton sold 40,164 shares of Arrowhead Pharmaceuticals stock in a transaction on Monday, January 5th. The stock was sold at an average price of $63.11, for a total value of $2,534,750.04. Following the sale, the insider directly owned 171,958 shares of the company’s stock, valued at approximately $10,852,269.38. This trade represents a 18.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 510,836 shares of company stock valued at $33,603,060 over the last quarter. 3.60% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Arrowhead Pharmaceuticals

Here are the key news stories impacting Arrowhead Pharmaceuticals this week:

• Positive Sentiment: Early reports show a “strong start” to REDEMPLO commercialization, which supports near-term revenue traction and helps explain buying interest despite mixed guidance from some analysts. ARWR: Strong Start for REDEMPLO Commercialization
• Positive Sentiment: HC Wainwright reaffirmed a Buy rating and a $100 price target while raising several multi‑year estimates (notably FY2028–FY2030 upside and some quarterly lifts), signaling confidence in Arrowhead’s longer-term pipeline and commercialization prospects — a bullish catalyst for investors focused on growth potential. HC Wainwright Reaffirms Buy Rating for Arrowhead Pharmaceuticals (NASDAQ:ARWR)
• Neutral Sentiment: Short‑interest data reported zero shares and NaN changes for mid‑February (likely a reporting/data anomaly). Current short‑interest ratio is shown as 0.0 days — this item appears to have no actionable impact on supply/demand given the inconsistent figures.
• Negative Sentiment: Zacks Research cut multiple near‑term and longer‑term EPS forecasts (Q2–Q4 2026 and FY2026–FY2028), lowering Q2–Q4 2026 quarter estimates and materially reducing FY2026 and FY2027 forecasts. Those downward revisions add pressure to near‑term earnings expectations and may weigh on sentiment for value/earnings‑driven traders.

Arrowhead Pharmaceuticals Company Profile

Arrowhead Pharmaceuticals, Inc is a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of RNA interference (RNAi) therapeutics. Since its founding in 2008, Arrowhead has leveraged its proprietary delivery platform—known internally as the Advanced RNAi Compound (ARC) technology—to silence disease-causing genes in patients suffering from genetically defined diseases. The company’s approach aims to offer durable, targeted treatments across a range of therapeutic areas.

The company’s pipeline includes multiple candidates in various stages of development.