ARVN

ARVINAS, INC.

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001655759
$7.42 -4.13% $499.4M
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)3 Institutional Exits
Vol
Market Cap$499.4M
Cap SizeSmall Cap
Analyst ConsensusBuy (62%)
Inst. Holders7 funds
Inst. Value$116.9M
Inst. Activity2 buys / 3 sells
Insider Activity1B / 11S
Insider Net $-$356.2K
Reddit Sentiment33° Cool
SEC Reports13
Press Releases3
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001655759·Prev Close $7.74

Recent Activity

Jun 5, 2026 SEC
Arvinas announced a pipeline reprioritization, planning to complete the Phase 1 monotherapy dose escalation trial for AR
8-K — Impact 6/10
Jun 5, 2026 fda_pdufa
PDUFA: ARVN — vepdegestrant in estrogen receptor positive (ER+) HER2-negative ESR1-mutated advanced or metastatic breast cancer — 2026-06-05
FDA target action date 2026-06-05 for ARVN (ARVINAS, INC.). Drug: vepdegestrant. Indication: estroge
May 21, 2026 Insider
Teel Randy sold 2,209 shares
President and CEO @ $9.04 ($20.0K)
May 12, 2026 SEC
Arvinas reported Q1 2026 revenue of $15.6M, a 91.7% decline from $188.8M in Q1 2025, driven by the completion of large m
8-K — Impact 6/10
May 12, 2026 SEC
Arvinas and Pfizer entered into a license agreement with Rigel Pharmaceuticals for exclusive global rights to VEPPANU (v
8-K — Impact 7/10
May 11, 2026 Insider
Teel Randy sold 9,657 shares
President and CEO @ $9.94 ($96.0K)
May 11, 2026 Insider
Berkowitz Noah sold 11,108 shares
Chief Medical Officer @ $9.94 ($110.4K)
Inst.
TWO SIGMA INVESTMENTS, LP — NEW
992,463 shares ($11.8M)

Price Targets

$15.00 +102.2% upside Strong Buy
Current $7.42 Low $6.00 Median $15.50 High $24.00 16 analysts
$6.00 $24.00

Analyst Ratings

Buy62% buy · 26 analysts
6Strong Buy
10Buy
9Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 Stephens & Co. REITERATE Overweight → Overweight
May 13, 2026 Barclays MAINTAIN Overweight → Overweight
May 13, 2026 BTIG MAINTAIN Buy → Buy
May 4, 2026 Citigroup MAINTAIN Buy → Buy
Mar 19, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.33 ▲ +47.6% $-1.04 — $1.26 61% YoY 15
Next Q $-0.83 ▲ +13.4% $-1.15 — $-0.09 -72% YoY 15
Current FY $-2.90 ▲ +16.4% $-4.08 — $-1.83 -154% YoY 15
Next FY $-3.33 ▲ +5.5% $-5.30 — $-1.89 -15% YoY 15

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$85.7M
TWO SIGMA INVESTMENTS, LP$11.8MNEW
MORGAN STANLEY$9.6MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$6.5MNEW
BANK OF AMERICA CORP$1.8MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026Teel RandySELL$20.0K
May 11, 2026Teel RandySELL$96.0K
May 11, 2026Berkowitz NoahSELL$110.4K
May 11, 2026Cacace AngelaSELL$96.0K
May 11, 2026Loomis DavidSELL$19.1K

Reddit Sentiment

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish
7 institutional holders with $116.9M total value (9,854,243 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC7,229,603$85.7M73.4%
2TWO SIGMA INVESTMENTS, LP992,463$11.8M10.1%NEW
3MORGAN STANLEY810,072$9.6M8.2%TRIM -51.3%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC547,476$6.5M5.6%NEW
5BANK OF AMERICA CORP /DE/154,309$1.8M1.6%TRIM -39.3%
6WELLS FARGO & COMPANY/MN101,516$1.2M1.0%ADD +58.6%
7FMR LLC18,804$223.0K0.2%ADD +88.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPNEW992,463$11.8M2025-Q4
MORGAN STANLEYTRIM1,662,221810,072-51.3%$9.6M2025-Q4
BANK OF AMERICA CORP /DE/TRIM254,401154,309-39.3%$1.8M2025-Q4
FMR LLCADD9,99518,804+88.1%$223.0K2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT669,6550-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM1,214,355669,655-44.9%$5.7M2025-Q3
UBS Group AGTRIM1,021,653400,136-60.8%$3.4M2025-Q3
BANK OF AMERICA CORP /DE/TRIM424,795254,401-40.1%$2.2M2025-Q3
NORGES BANKEXIT105,4010-100.0%$0.002025-Q3
MORGAN STANLEYADD847,9461,583,729+86.8%$11.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED132,3001,214,355+817.9%$8.9M2025-Q2
UBS Group AGDOUBLED475,3091,021,653+114.9%$7.5M2025-Q2
BANK OF AMERICA CORP /DE/TRIM619,380424,795-31.4%$3.1M2025-Q2
NORGES BANKNEW105,401$775.8K2025-Q2
WELLS FARGO & COMPANY/MNADD50,99380,879+58.6%$595.3K2025-Q2
FMR LLCNEAR_EXIT496,4888,832-98.2%$65.0K2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT128,2470-100.0%$0.002025-Q2
CITADEL ADVISORS LLCADD3,148,0684,223,946+34.2%$29.7M2025-Q1
FMR LLCTRIM1,558,827496,488-68.1%$3.5M2025-Q1
UBS Group AGNEAR_EXIT2,038,459475,309-76.7%$3.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD68,900132,300+92.0%$928.7K2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM397,502128,247-67.7%$900.3K2025-Q1
NORGES BANKEXIT1,243,8680-100.0%$0.002025-Q1
UBS Group AGDOUBLED471,5782,038,459+332.3%$39.1M2024-Q4
MORGAN STANLEYADD522,5931,000,181+91.4%$19.2M2024-Q4
7 unique insiders with 12 transactions. Net insider value: -$356.2K ($268.1K bought, $624.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026Teel RandyPresident and CEOSELL2,209$9.04$20.0K
May 11, 2026Teel RandyPresident and CEOSELL9,657$9.94$96.0K
May 11, 2026Berkowitz NoahChief Medical OfficerSELL11,108$9.94$110.4K
May 11, 2026Cacace Angela MChief Scientific OfficerSELL9,657$9.94$96.0K
May 11, 2026Loomis David KVP, Chief Accounting OfficerSELL1,919$9.94$19.1K
May 11, 2026Saik AndrewChief Financial OfficerSELL11,139$9.94$110.7K
Mar 18, 2026Berkowitz NoahChief Medical OfficerSELL6,435$11.10$71.4K
Mar 6, 2026Morrison BriggsDirectorBUY20,000$13.40$268.1K
Feb 27, 2026Houston John GDirectorSELL4,688$13.24$62.1K
Feb 26, 2026Loomis David KVP, Chief Accounting OfficerA18,504$0.00$0.00
Feb 26, 2026Berkowitz NoahChief Medical OfficerA45,000$0.00$0.00
Feb 26, 2026Berkowitz NoahChief Medical OfficerA67,000$0.00$0.00
Feb 26, 2026Loomis David KVP, Chief Accounting OfficerA12,420$0.00$0.00
Feb 26, 2026Cacace Angela MChief Scientific OfficerA45,000$0.00$0.00
Feb 26, 2026Cacace Angela MChief Scientific OfficerA67,000$0.00$0.00
Feb 26, 2026Saik AndrewChief Financial OfficerA45,000$0.00$0.00
Feb 26, 2026Saik AndrewChief Financial OfficerA67,000$0.00$0.00
Feb 26, 2026Teel RandyPresident and CEOA147,791$0.00$0.00
Feb 26, 2026Teel RandyPresident and CEOA218,691$0.00$0.00
Feb 26, 2026Teel RandyPresident and CEOA147,179$0.00$0.00
Feb 23, 2026Loomis David KChief Accounting OfficerSELL1,108$12.16$13.5K
Feb 23, 2026Cacace Angela MChief Scientific OfficerSELL1,038$12.16$12.6K
Feb 23, 2026Teel RandyPresident and CEOSELL1,038$12.16$12.6K
13 SEC filing reports analyzed. Sentiment: 3 bullish, 4 bearish, 1 mixed, 5 neutral. Avg impact: 5.2/10.
BEARISH 8-K 6/10
Arvinas announced a pipeline reprioritization, planning to complete the Phase 1 monotherapy dose esc
Jun 5, 2026
MIXED 8-K 6/10
Arvinas reported Q1 2026 revenue of $15.6M, a 91.7% decline from $188.8M in Q1 2025, driven by the c
May 12, 2026
BULLISH 8-K 7/10
Arvinas and Pfizer entered into a license agreement with Rigel Pharmaceuticals for exclusive global
May 12, 2026
BEARISH PRESS-RELEASE 8/10
Arvinas reported Q1 2026 revenue of $15.6M (down 91.7% YoY from $188.8M) and a GAAP EPS of -$0.90, s
May 12, 2026
NEUTRAL 144 2/10
Officer Andrew Saik filed Form 144 to sell 11,343 shares of Arvinas common stock (approx. $114,678)
May 8, 2026
NEUTRAL 144 2/10
Noah Berkowitz, an officer of Arvinas, filed a Form 144 to sell 11,312 shares (approx. $114K) on May
May 8, 2026
BEARISH PRESS-RELEASE 7/10
Arvinas reported Q4 2025 EPS of -$1.10, a 14.7% miss vs consensus of -$0.96, with revenue of $17.2M
May 5, 2026
BULLISH 8-K 8/10
Arvinas announced FDA approval of VEPPANU (vepdegestrant) for ER+/HER2-, ESR1-mutated advanced breas
May 1, 2026
NEUTRAL DEFA14A 3/10
Arvinas filed additional definitive proxy soliciting materials (DEFA14A) on April 29, 2026. The actu
Apr 29, 2026
BULLISH 8-K 7/10
Arvinas announced positive Phase 1 clinical trial data for ARV-102, showing greater than 50% degrada
Mar 18, 2026
NEUTRAL CLUSTER 3/10
A director at Arvinas, Inc. purchased $268,070 worth of shares in an open-market transaction, markin
Mar 9, 2026
NEUTRAL CLUSTER 3/10
An insider at Arvinas, Inc. (ARVN) sold 4,688 shares in an open-market transaction, generating proce
Mar 3, 2026
BEARISH CLUSTER 5/10
Three top executives at Arvinas — including the CEO, Chief Scientific Officer, and Chief Accounting
Feb 26, 2026
Current analyst consensus: Buy (62% buy). Based on 26 analysts: 6 strong buy, 10 buy, 9 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$15.00 mean target +102.2% upside Strong Buy (2.22)
$6.00 Low $24.00 High
MetricValue
Current Price$7.42
Target Low$6.00
Target Mean$15.00
Target Median$15.50
Target High$24.00
# Analysts16
RecommendationStrong Buy (2.22)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.33 $-1.04 $1.26 61.2% +47.6% 9↑ 3↓ $0.1B 156.4% 15
Next Q
2026-09-30
$-0.83 $-1.15 $-0.09 -72.3% +13.4% 8↑ 4↓ $0.0B -38.1% 15
Current FY
2026-12-31
$-2.90 $-4.08 $-1.83 -154.1% +16.4% 9↑ 3↓ $0.1B -53.4% 15
Next FY
2027-12-31
$-3.33 $-5.30 $-1.89 -14.9% +5.5% 6↑ 5↓ $0.1B -39.1% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.326
7d ago$-0.326
30d ago$-0.622+0.296
60d ago$-0.651+0.325
90d ago$-0.616+0.290
7 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 Stephens & Co. REITERATE Overweight Overweight
May 13, 2026 Barclays MAINTAIN Overweight Overweight
May 13, 2026 BTIG MAINTAIN Buy Buy
May 4, 2026 Citigroup MAINTAIN Buy Buy
Mar 19, 2026 Citigroup MAINTAIN Buy Buy
Mar 19, 2026 BTIG MAINTAIN Buy Buy
Mar 5, 2026 Citigroup MAINTAIN Buy Buy
Feb 25, 2026 Piper Sandler REITERATE Overweight Overweight
Feb 25, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 25, 2026 Wedbush MAINTAIN Neutral Neutral
Jan 6, 2026 Citigroup UPGRADE Neutral Buy
Dec 17, 2025 Barclays MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661091062%
May 1, 202661091062%
Apr 1, 202661091062%
Mar 1, 202661091062%
Feb 1, 202661091062%
Jan 1, 2026510101058%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 1, 2026140° Cool011
May 1, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Bearish 1mo ago
$ARVN DD - First-in-class PROTAC cancer drug just got FDA approval
▲ 1 💬 1 ⚡ 0.5
Jun 5, 2026
fda_pdufa
PDUFA: ARVN — vepdegestrant in estrogen receptor positive (ER+) HER2-negative ESR1-mutated advanced or metastatic breast cancer — 2026-06-05
FDA target action date 2026-06-05 for ARVN (ARVINAS, INC.). Drug: vepdegestrant. Indication: estrogen receptor positive (ER+) HER2-negative ESR1-mutat
Jun 4, 2026
other
Arvinas Joins The Michael J. Fox Foundation’s LITE and PPMI Programs to Advance New Therapies Targeting LRRK2 for Parkinson’s Disease
<p>NEW HAVEN, Conn., June 04, 2026 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a biotechnology company creating a new class of drugs based on
May 29, 2026
other
Arvinas to Present at Jefferies Global Healthcare Conference
<p>NEW HAVEN, Conn., May 29, 2026 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company creating a new class of d
May 18, 2026
other
Arvinas Employees Give Back During Company-wide Impact Day
<p align="left">NEW HAVEN, Conn., May 18, 2026 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a clinical-stage biotechnology company working to c
May 12, 2026
earnings
Arvinas Reports First Quarter 2026 Financial Results and Provides Corporate Update
<p align="center"><em>– First-ever FDA approved PROTAC supports the further development and </em><em>potential of Arvinas’ pipeline –</em></p>
May 12, 2026
earnings_calendar
ARVN Q1 2026 Earnings Scheduled — 2026-05-12
May 5, 2026
earnings
Arvinas to Report First Quarter 2026 Financial Results on May 12, 2026
<p>NEW HAVEN, Conn., May 05, 2026 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN), a biotechnology company working to create a new class of drugs b
May 1, 2026
fda
Arvinas Announces FDA Approval of VEPPANU (vepdegestrant) for the Treatment of ESR1m, ER+/HER2- Advanced Breast Cancer
<p align="center"><em>– VEPPANU</em>™<em> is the first-and-only FDA-approved PROTAC, a type of heterobifunctional protein degrader –</em></p>
May 1, 2026
short_volume
Short Volume: ARVN — 61.5% short (0.5M / 0.8M)
Short: 510,972 | Exempt: 1,805 | TRF Vol: 830,971 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
May 1, 2026
FDA
VEPPANU
Original Approval — Type 1 - New Molecular Entity — TABLET
Apr 30, 2026
earnings_calendar
ARVN Q1 2026 Earnings Scheduled — 2026-04-30
Apr 29, 2026
earnings_calendar
ARVN Q1 2026 Earnings Scheduled — 2026-04-29
Apr 15, 2026
Clinical Trial
A Phase 1/2 Trial of ARV-471 Alone and in Combination With Palbociclib (IBRANCE®) in Patients With ER+/HER2- Locally Advanced or Metastatic Breast Cancer
Phase Phase 2 — COMPLETED
Mar 18, 2026
fda
Arvinas Announces Positive Phase 1 Data for ARV-102 Showing Greater Than 50% LRRK2 Degradation in the CSF of Patients with Parkinson’s Disease Treated for 28 Days
<p align="center"><em>– ARV-102 reduced endolysosomal and neuroinflammatory biomarkers implicated in Parkinson’s disease and progressive supranuclear
Mar 11, 2026
fda
Arvinas to Present Phase 1 Data for ARV-102, a PROTAC LRRK2 Degrader, in Oral Session at the 2026 International Conference on Alzheimer’s and Parkinson’s Diseases and Related Neurological Disorders
<p align="center"><em>– Company to highlight new safety, pharmacokinetic, and pharmacodynamic data from Phase 1 clinical trial of ARV-102 in participa
Feb 24, 2026
earnings_calendar
ARVN Q4 2025 Earnings Before Market Open — 2026-02-24