Johnson Investment Counsel Inc. Invests $781,000 in Arrowhead Pharmaceuticals, Inc. $ARWR

Johnson Investment Counsel Inc. bought a new position in shares of Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 22,635 shares of the biotechnology company’s stock, valued at approximately $781,000.

Other hedge funds have also added to or reduced their stakes in the company. Geode Capital Management LLC lifted its position in Arrowhead Pharmaceuticals by 1.0% during the 2nd quarter. Geode Capital Management LLC now owns 2,978,505 shares of the biotechnology company’s stock worth $47,067,000 after buying an additional 28,193 shares in the last quarter. Marshall Wace LLP grew its holdings in shares of Arrowhead Pharmaceuticals by 3,507.8% in the 2nd quarter. Marshall Wace LLP now owns 2,155,998 shares of the biotechnology company’s stock valued at $34,065,000 after acquiring an additional 2,096,238 shares in the last quarter. Norges Bank acquired a new stake in shares of Arrowhead Pharmaceuticals in the second quarter valued at about $30,414,000. Goldman Sachs Group Inc. raised its holdings in Arrowhead Pharmaceuticals by 34.6% during the first quarter. Goldman Sachs Group Inc. now owns 1,741,666 shares of the biotechnology company’s stock worth $22,189,000 after acquiring an additional 447,456 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its holdings in Arrowhead Pharmaceuticals by 5.4% during the second quarter. Bank of New York Mellon Corp now owns 818,079 shares of the biotechnology company’s stock worth $12,926,000 after acquiring an additional 42,040 shares in the last quarter. Institutional investors own 62.61% of the company’s stock.

Insider Activity at Arrowhead Pharmaceuticals

In other news, COO Patrick O’brien sold 49,493 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $63.11, for a total value of $3,123,503.23. Following the transaction, the chief operating officer owned 474,908 shares of the company’s stock, valued at approximately $29,971,443.88. This represents a 9.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Mauro Ferrari sold 7,530 shares of the stock in a transaction that occurred on Friday, December 26th. The stock was sold at an average price of $70.00, for a total value of $527,100.00. Following the transaction, the director owned 69,053 shares in the company, valued at approximately $4,833,710. This trade represents a 9.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 510,836 shares of company stock valued at $33,603,060. Insiders own 3.60% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on ARWR. Bank of America raised their price target on Arrowhead Pharmaceuticals from $62.00 to $81.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. The Goldman Sachs Group raised their target price on shares of Arrowhead Pharmaceuticals from $50.00 to $85.00 and gave the company a “neutral” rating in a research note on Wednesday, January 7th. Weiss Ratings raised shares of Arrowhead Pharmaceuticals from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. HC Wainwright reissued a “buy” rating and issued a $100.00 price objective on shares of Arrowhead Pharmaceuticals in a research report on Tuesday. Finally, Morgan Stanley boosted their price objective on shares of Arrowhead Pharmaceuticals from $48.00 to $81.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 7th. One investment 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 stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $81.67.

Key Headlines Impacting Arrowhead Pharmaceuticals

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

• Positive Sentiment: HC Wainwright reaffirmed a “Buy” rating and $100 price target while raising several multi‑year EPS forecasts (notably FY2030 to $3.08). The firm’s continued Buy stance and bigger long‑term earnings lifts support a bullish growth narrative. HC Wainwright Reaffirms Buy Rating for Arrowhead Pharmaceuticals (NASDAQ:ARWR)
• Positive Sentiment: Early commercial reports indicate a strong start for REDEMPLO — favourable initial uptake and revenue contribution from the product can materially improve near‑term top‑line and reduce reliance on future pipeline milestones. ARWR: Strong Start for REDEMPLO Commercialization…
• Neutral Sentiment: Short‑interest reports for February show anomalous/zero values (0 shares, NaN change) and a 0.0 days ratio — the data appear unreliable and do not provide a meaningful signal on bearish positioning. (No actionable short‑interest takeaway.)
• Negative Sentiment: Alongside the long‑term upgrades, HC Wainwright trimmed several near‑term forecasts and cut FY2026 estimates materially (FY2026 EPS lowered to -$2.83 from -$2.03), and made small downgrades to early‑2027 quarterly EPS. Those nearer‑term profit downgrades could weigh on expectations for upcoming quarters despite the Buy rating. Arrowhead (ARWR) analyst notes

Arrowhead Pharmaceuticals Price Performance

NASDAQ:ARWR opened at $62.38 on Friday. The company has a market cap of $8.74 billion, a P/E ratio of 40.77 and a beta of 1.21. The firm’s fifty day moving average price is $66.98 and its two-hundred day moving average price is $44.73. Arrowhead Pharmaceuticals, Inc. has a one year low of $9.57 and a one year high of $76.76. The company has a debt-to-equity ratio of 0.29, a current ratio of 3.38 and a quick ratio of 3.38.

Arrowhead Pharmaceuticals (NASDAQ:ARWR) last announced its earnings results on Thursday, February 5th. The biotechnology company reported $0.22 EPS for the quarter, missing the consensus estimate of $0.60 by ($0.38). Arrowhead Pharmaceuticals had a return on equity of 35.64% and a net margin of 18.54%.The company had revenue of $264.03 million for the quarter, compared to the consensus estimate of $225.66 million. During the same period in the previous year, the firm posted ($1.39) EPS. The business’s quarterly revenue was up 10461.3% on a year-over-year basis. Equities analysts expect that Arrowhead Pharmaceuticals, Inc. will post -2.42 earnings per share for the current year.

About Arrowhead Pharmaceuticals

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.