Arvinas, Inc. (NASDAQ:ARVN) Given Average Rating of “Hold” by Brokerages

Shares of Arvinas, Inc. (NASDAQ:ARVN) have earned a consensus recommendation of “Hold” from the twenty analysts that are covering the company, MarketBeat.com reports. Two equities research analysts have rated the stock with a sell recommendation, eight have given a hold recommendation and ten have issued a buy recommendation on the company. The average 1 year target price among analysts that have issued ratings on the stock in the last year is $13.2353.

A number of analysts have recently weighed in on the stock. Wedbush reissued a “neutral” rating and set a $11.00 price target on shares of Arvinas in a research report on Tuesday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Arvinas in a research note on Monday, December 22nd. BTIG Research raised their price objective on shares of Arvinas from $10.00 to $14.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Stephens upped their target price on shares of Arvinas from $14.00 to $15.00 and gave the company an “overweight” rating in a research note on Monday, November 10th. Finally, Barclays increased their price target on shares of Arvinas from $16.00 to $18.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th.

Arvinas Stock Performance

NASDAQ:ARVN opened at $12.37 on Wednesday. The stock has a market cap of $794.40 million, a price-to-earnings ratio of -15.27 and a beta of 1.88. Arvinas has a one year low of $5.90 and a one year high of $18.93. The business’s 50-day simple moving average is $12.37 and its 200 day simple moving average is $10.51.

Arvinas (NASDAQ:ARVN) last issued its quarterly earnings data on Tuesday, February 24th. The company reported ($1.10) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.55) by ($0.55). 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 analyst estimates of $37.26 million. During the same quarter last year, the business earned ($0.63) EPS. Arvinas’s revenue for the quarter was down 84.0% compared to the same quarter last year. On average, equities research analysts predict that Arvinas will post -3.81 EPS for the current year.

Insider Buying and Selling at Arvinas

In related news, insider Noah Berkowitz sold 5,685 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $11.89, for a total transaction of $67,594.65. Following the sale, the insider directly owned 163,938 shares of the company’s stock, valued at approximately $1,949,222.82. This represents a 3.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Randy Teel sold 4,403 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $11.89, for a total value of $52,351.67. Following the transaction, the chief executive officer owned 154,482 shares in the company, valued at $1,836,790.98. This trade represents a 2.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 16,238 shares of company stock worth $193,070 over the last quarter. 4.73% of the stock is owned by corporate insiders.

Institutional Trading of Arvinas

Institutional investors have recently added to or reduced their stakes in the business. Tower Research Capital LLC TRC lifted its position in shares of Arvinas by 491.4% in the 2nd 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 during the last quarter. Canada Pension Plan Investment Board grew its position in shares of Arvinas by 109.4% during the 2nd quarter. Canada Pension Plan Investment Board now owns 6,700 shares of the company’s stock valued at $49,000 after buying an additional 3,500 shares during the last quarter. State of Wyoming acquired a new stake in Arvinas during the third quarter worth about $68,000. Virtus Investment Advisers LLC lifted its holdings in Arvinas by 49.3% in the second quarter. Virtus Investment Advisers LLC now owns 12,422 shares of the company’s stock worth $91,000 after acquiring an additional 4,104 shares during the last quarter. Finally, Aster Capital Management DIFC Ltd bought a new position in Arvinas in the third quarter worth about $92,000. Institutional investors own 95.19% of the company’s stock.

Key Stories Impacting Arvinas

Here are the key news stories impacting Arvinas this week:

• Positive Sentiment: Company says it has a cash runway into the second half of 2028 and outlined multiple 2026 clinical-data milestones (ARV-102, ARV-806, ARV-393) that could drive value if readouts are positive. This financial runway reduces near-term financing risk and supports ongoing development. Arvinas outlines 2026 clinical data milestones and maintains cash runway into second half of
• Positive Sentiment: Program progress: ARV-102 (LRRK2) accepted for an oral presentation at AP/PD; ARV-806 (KRAS G12D) and ARV-393 (BCL6) clinical data on track; ARV-027 Phase 1 in healthy volunteers started; ARV-6723 Phase 1 planned mid-2026. Management change (Randy Teel, Ph.D., named CEO) also highlighted. These operational updates support a constructive view on pipeline execution. Arvinas Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Corporate Update
• Neutral Sentiment: Management is increasing investor access (TD Cowen fireside chat and other conferences in early March), which could improve visibility and catalyze re-assessment of the pipeline by sell-side and institutional investors. Arvinas to Participate in Upcoming Investor Conferences
• Neutral Sentiment: Intraday volume was noticeably higher than average and the stock is trading above its 50-day moving average, suggesting short-term investor interest and technical buying even amid mixed fundamentals. (Market trading data)
• Negative Sentiment: Q4 2025 results materially missed expectations: GAAP EPS of -$1.10 vs. consensus -$0.55 and revenue $9.5M vs. $37.3M expected (revenue down ~84% YoY). The magnitude of the revenue shortfall and larger-than-expected loss raise near-term execution and commercial concerns. Arvinas, Inc. (ARVN) Reports Q4 Loss, Misses Revenue Estimates
• Negative Sentiment: Analyst outlook remains negative on near-term profitability (consensus and analyst commentary point to continuing losses and negative EPS for the year), which limits upside until clinical readouts materially de-risk programs. 4ARVN : Arvinas’s Earnings Outlook

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.