ARWR at a glance
ARROWHEAD PHARMACEUTICALS, INC. (ARWR, SEC CIK 879407) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as August 20, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), ARROWHEAD PHARMACEUTICALS, INC. (ARWR) reported revenue of $829.4 million (up 23258.2% from FY2024) and a net loss of $1.6 million. Diluted EPS was -$0.01.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding ARROWHEAD PHARMACEUTICALS, INC. (ARWR) shares worth $4.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by OLUKOTUN ADEOYE Y on August 18, 2026 of 2,000 shares at $86.96 per share.
- In the last 90 days, ARWR insiders reported 0 open-market purchases ($0) and 2 open-market sales ($1.2M) on Form 4, a net sale of $1.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $829.4M
- +23258.2% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$1.2M
- 13F holders
- 35 funds
- $4.6B · −1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business: RNA interference (RNAi) therapeutics silencing disease-causing genes via proprietary TRiM delivery platform
- New commercial product: REDEMPLO® (plozasiran) FDA approved in 2025 for Familial Chylomicronemia Syndrome (FCS)
- Strategic shift: Building commercial infrastructure for rare FCS and expansion to severe hypertriglyceridemia (sHTG) market with Phase 3 trials underway
- Notable metric: 18 wholly-owned RNAi drug candidates in clinical trials from Phase 1 to Phase 3, plus multiple new candidates annually in discovery pipeline
- Unique fact: Entered global licensing and collaboration agreements in 2024-2025 with Sarepta for rare disease RNAi therapies and Novartis for Parkinson’s-related program
Risk Factors
- Regulatory risk from FDA clinical trial authorizations for ARO-DM1 affecting milestone payments ($100M milestone triggered Nov 2025)
- Geopolitical risk limited; primary macro exposure through $500M upfront from Sarepta and $200M from Novartis licensing agreements in FY 2025
- Operational risk in R&D pipeline dependency on clinical enrollment targets for multiple RNAi therapeutics, critical for milestone payments up to $250M
- Competitive risk from Sarepta collaboration, potential market disruption due to Sarepta's vested interest and shared RNAi therapeutic platforms
- Financial risk from $500M senior secured Credit Facility with $201.6M repayments in FY 2025, indicating leverage and refinancing requirements
Management Discussion & Analysis
- Cash, cash equivalents, short-term investments sufficient for near-term needs as of Sept 30, 2025
- Capital expenditures $12.5M in 2025, $136.9M in 2024 for manufacturing facility build-out; $0.1M more expected
- Operating lease obligations $111.4M total, $7.3M due within 12 months
- Secured term loan facility $500M; $400M funded, $100M optional; $106.7M prepayments including $66.7M in Nov 2025
- Commitments for clinical, manufacturing, business agreements $665.5M as of Sept 30, 2025; many cancellable
AI summary of the ARWR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Outlook centered on plozasiran development, regulatory approval, commercialization, and potential future revenues
- Headwinds include clinical, regulatory, partnership, milestone, royalty, liquidity, and capital requirement uncertainties
Risk Factors
- No material changes to risk factors identified in the September 30, 2025 Form 10-K
- Carried-forward risks include business, operating-results, and financial-condition uncertainty
- No newly added regulatory, legal, compliance, operational, competitive, market, liquidity, debt, currency, or concentration risk disclosed
AI summary of the ARWR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal 2026 results covered year ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing management’s financial commentary
Item EX-99.1: Item EX-99.1
- Fiscal Q3 revenue $75.3M vs $27.8M, while net loss attributable to Arrowhead widened to $194.3M from $175.2M
- REDEMPLO prescription volume roughly doubled, with more than 400 prescribing practitioners and improving major-payer coverage
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Dr. Matt Cohen appointed director effective June 12, 2026, adding 25+ years of healthcare investing and portfolio-management experience
- Cohen joined from Vida Ventures after serving as JPMorgan Asset Management’s lead growth-focused healthcare investor since 2005
Item 2.02: Results of Operations and Financial Condition
- Fiscal 2026 results covered the period ended March 31, 2026
- Press release furnished as Exhibit 99.1 contains the financial results and management commentary
AI summaries of ARWR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ARWR
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- Fund moves. Which tracked funds opened, added or cut ARWR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| OLUKOTUN ADEOYE Y | Sell | Aug 18, 2026 | 2,000 | $86.96 |
| PERRY MICHAEL S | Sell | Aug 18, 2026 | 11,600 | $87.30 |
| Cohen Matthew Gregory | A | Jun 15, 2026 | 11,882 | - |
| Lu Hongbo | Sell | May 12, 2026 | 2,970 | $76.88 |
| Lu Hongbo | Sell | May 12, 2026 | 2,970 | $76.88 |
| Hamilton James C | Sell | Apr 23, 2026 | 10,000 | $75.00 |
| Apel Daniel Joseph | Sell | Apr 22, 2026 | 1,157 | $70.45 |
| Apel Daniel Joseph | Sell | Apr 22, 2026 | 3,208 | $70.11 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.6M | $829.4M |
| Operating Income | - | -$601.1M | $98.3M |
| Net Income | -$205.3M | -$599.5M | -$1.6M |
| Op. Margin | - | -16927.1% | 11.9% |
| Net Margin | - | -16882.4% | -0.2% |
| Balance Sheet | |||
| Total Assets | $765.6M | $1.1B | $1.4B |
| Equity | - | $185.4M | $466.1M |
| ROE | - | -323.3% | -0.3% |
| Per Share | |||
| EPS | $-1.92 | $-5.00 | $-0.01 |
| Cash Flow | |||
| Operating CF | - | -$462.9M | $179.6M |
| CapEx | $176.7M | $141.5M | $22.7M |
Source: XBRL data in ARROWHEAD PHARMACEUTICALS, INC. (ARWR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ARWR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $4.64B |
| Q1 2026 | 36 | $3.86B |
| Q4 2025 | 31 | $4.02B |
| Q3 2025 | 29 | $2.08B |
| Q2 2025 | 30 | $908.0M |
| Q1 2025 | 25 | $445.5M |
| Q4 2024 | 20 | $545.5M |
| Q3 2024 | 19 | $236.1M |
- FMR LLC (Fidelity)+773.2K (+11%)
- Invesco Ltd+603.3K (+18%)
- Dimensional Fund Advisors+573.1K (+94%)
- Two Sigma Investments+544.8K (+1522%)
- Morgan Stanley+124.3K (+13%)
- BlackRock−3.33M (-18%)
- State Street Corp−801.5K (-12%)
- Vanguard Portfolio Management LLC−794.8K (-11%)
- D.E. Shaw & Co−752.3K (-64%)
- Goldman Sachs Group−589.9K (-34%)
- Millennium Management+329.3K
- Citizens Financial Group+3.8K
- Citadel Advisors LLC−98.2K
- Bridgewater Associates LP−95.6K
- Mangrove Partners−3.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ARWR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | May 6, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 28, 2026 | - | - | |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 8-K | Mar 20, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 10-Q | Feb 5, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 5, 2026 | - | - | |
| 8-K | Jan 12, 2026 | - | - | |
| 8-K | Jan 9, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 8-K | Jan 6, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - |
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ARWR SEC filings: frequently asked questions
Are ARWR insiders buying or selling?
In the last 90 days, ARROWHEAD PHARMACEUTICALS, INC. (ARWR) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $1.2 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ARWR stock?
As of June 30, 2026, the largest ARROWHEAD PHARMACEUTICALS, INC. (ARWR) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), FMR LLC (Fidelity) ($655.3 million), Vanguard Portfolio Management LLC ($517.7 million), Vanguard Capital Management LLC ($498.1 million), State Street Corp ($464.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ARWR's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), ARROWHEAD PHARMACEUTICALS, INC. (ARWR) reported revenue of $829.4 million (up 23258.2% from FY2024) and a net loss of $1.6 million. Diluted EPS was -$0.01. The figures come from the XBRL data in the 10-K.
What are the main risks in ARWR's latest 10-K?
In the 10-K filed November 25, 2025, ARROWHEAD PHARMACEUTICALS, INC. (ARWR) flagged: Regulatory risk from FDA clinical trial authorizations for ARO-DM1 affecting milestone payments ($100M milestone triggered Nov 2025). Geopolitical risk limited; primary macro exposure through $500M upfront from Sarepta and $200M from Novartis licensing agreements in FY 2025. (AI summary of the Risk Factors section.)
What did ARWR report in its latest 8-K?
ARROWHEAD PHARMACEUTICALS, INC. (ARWR) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal 2026 results covered year ended June 30, 2026.
What are the latest ARWR SEC filings?
ARROWHEAD PHARMACEUTICALS, INC. (ARWR) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on August 20, 2026.
What is ARWR's SEC CIK number?
ARROWHEAD PHARMACEUTICALS, INC. (ARWR)'s SEC Central Index Key (CIK) is 879407. EDGAR lists every ARWR filing under that number.
Ask anything about ARWR
The research agent reads ARWR's filings, financials, insider trades and 13F holders, then answers with sources.