What is the 13F Pro Quality Score for ARWR?

13F Pro ranks ARROWHEAD PHARMACEUTICALS, INC. (ARWR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ARWR's current score at https://13fpro.ai/company/ARWR (free sign-up required for the full ranking).

Which hedge funds own the most ARWR stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ARWR include BlackRock,, Avoro Capital Advisors, FMR. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/ARWR as soon as new 13F filings post.

Where does 13F Pro source ARWR data?

All ARROWHEAD PHARMACEUTICALS, INC. fundamentals and ownership data come directly from SEC EDGAR. ARROWHEAD PHARMACEUTICALS, INC. files with the SEC under CIK 879407. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ARWR in?

ARROWHEAD PHARMACEUTICALS, INC. (ARWR) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

What drives ARWR's revenue?

Per ARROWHEAD PHARMACEUTICALS, INC.'s latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: Sarepta Collaboration & Supply Agreements ($297.6M, -48% YoY); Novartis Collaboration Agreement ($74.9M); Madrigal License Agreement ($25.0M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ARWR.

What are ARWR's largest expenses?

ARROWHEAD PHARMACEUTICALS, INC.'s latest 10-Q reports these as the largest expense items: Research and Development ($548.7M, +27% YoY); Selling, General and Administrative ($134.9M, +56% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (nine months ended June 30, 2026).

How often is ARWR research updated on 13F Pro?

ARWR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ARROWHEAD PHARMACEUTICALS, INC.(ARWR)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Healthcare →Nasdaqlarge

Institutional-grade research for retail investors

SEC EDGAR: CIK 879407 ARWR stock profile & AI dashboard →

13F Pro Quality Score

38.7/100

Rank #2,177 of 2,962 stocks

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

99.3/100

Profitability

10.6/100

Balance Sheet

12.0/100

Earnings Quality

42.9/100

Free Cash Flow

16.1/100

Institutional Flow

26.7/100

Revenue Scale

42.0/100

Dilution Risk

19.5/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why ARWR Scores 39/100

exact factor attribution · 2026-09-11

ARWR's composite is driven by revenue growth, held back by profitability and free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+9.9 pts

99th pct

Earnings quality

-0.7 pts

43th pct

Institutional flow

-1.2 pts

27th pct

Scale

-1.2 pts

42th pct

Shareholder dilution

-1.5 pts

20th pct

Earnings growth

-1.7 pts

15th pct

Capital efficiency

-3.8 pts

12th pct

Free cash flow

-5.1 pts

16th pct

Profitability

-5.9 pts

11th pct

Latest change (2026-08-04): 74 → 13 · ↓ Revenue growth 100→10; ↓ Profit margin 77→2

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in ARWR

Events flagged as statistical outliers against ARWR's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-04
ARWR quality score dropped 62 points (74→13) on a new filing
View source filing →

ARWR Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for ARROWHEAD PHARMACEUTICALS, INC. (ARWR), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores ARWR at 38.7/100 on a 32-signal composite quality model, placing it at rank #2,177 of 2,962 stocks — the bottom half of the AI-ranked universe. ARWR scores in the top quartile across revenue growth (99.3). Areas of concern include profitability (10.6) and balance sheet strength (12.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ARROWHEAD PHARMACEUTICALS, INC. reports quarterly revenue of $75.3M, net income of $-194.3M, free cash flow of $-181.3M. Top institutional holders of ARWR by reported 13-F value include BlackRock, Avoro Capital Advisors, FMR, based on the most recent SEC filings. ARWR trades on the Nasdaq exchange and files with the SEC under CIK 879407. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ARWR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ARROWHEAD PHARMACEUTICALS, INC. directly from SEC EDGAR. ARROWHEAD PHARMACEUTICALS, INC.'s 13F Pro composite quality score has ranged between 6 and 77 since 2021, currently 38.7 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about ARROWHEAD PHARMACEUTICALS, INC.

Quirks, history, and lore behind ARWR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. clinical-stage biopharmaceutical company · listed on Nasdaq · headquartered in Pasadena, California · focused on RNA interference (RNAi) therapeutics.
2
The Numbers
A small-cap biotech with minimal product revenue — it runs largely on collaboration deals and milestone payments from larger pharma partners rather than drug sales.
3
The History
Founded in the early 2000s, it pivoted hard into RNAi and built a proprietary delivery platform called TRiM — designed to silence disease-causing genes before they cause trouble.
4
The Secret
Its pipeline targets brutal diseases like liver disorders, cardio-metabolic conditions, and pulmonary hypertension — all by turning off the genetic volume knob on a bad protein.
5
The Lore
It inked a major collaboration with Johnson & Johnson worth over a billion dollars in potential milestones, putting RNAi squarely on Big Pharma's shopping list.
6
The Giveaway
Its name evokes a hunter's weapon and a pointed drug delivery metaphor — this Pasadena RNAi specialist trades under a four-letter ticker starting with ARW.

▶ Think you know your stocks? Play the Daily Ticker

What's Driving ARWR's Business? Latest 10-Q Breakdown

✓ 24/24 datapoints verified

AI-extracted from ARROWHEAD PHARMACEUTICALS, INC.'s 10-Q filed 2026-08-04 — Q3 FY2026 (nine months ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Arrowhead reported $413.0M in nine-month revenue driven by Sarepta ($297.6M), Novartis ($74.9M), and Madrigal ($25.0M) collaboration agreements, while net loss widened to $296.2M due to expanded R&D pipeline and commercialization costs.

Biggest Revenue Drivers

Sarepta Collaboration & Supply Agreements$297.6M-48% YoY

Revenue from Sarepta Collaboration Agreement and Sarepta Clinical Supply Agreement, reflecting R&D services performed for multiple programs and clinical supply manufacturing.

Novartis Collaboration Agreement$74.9M

Revenue from development and commercialization of multiple preclinical programs in rare genetic CNS diseases; agreement commenced October 2025.

Biggest Revenue Drivers

Total revenue: $413.0M-28% YoY

Sarepta Collaboration & Supply Agreements$297.6M-48% YoY

Revenue from Sarepta Collaboration Agreement and Sarepta Clinical Supply Agreement, reflecting R&D services performed for multiple programs and clinical supply manufacturing.

Novartis Collaboration Agreement$74.9M

Revenue from development and commercialization of multiple preclinical programs in rare genetic CNS diseases; agreement commenced October 2025.

Madrigal License Agreement$25.0M

Upfront payment for exclusive global license to develop and commercialize ARO-PNPLA3; performance obligation satisfied upon delivery in Q3 FY2026.

Sanofi License Agreement$12.0M

Revenue from Visirna subsidiary's license agreement to develop and commercialize investigational plozasiran in Greater China.

Largest Expense Items

Research and Development$548.7M+27% YoY

Increased by expansion of pipeline into clinical trials, higher outsourced clinical trial and manufacturing costs, increased headcount for R&D expansion, and manufacturing facility expansion.

Selling, General and Administrative$134.9M+56% YoY

Increased by commercialization costs for REDEMPLO launch including marketing and commercial support, higher headcount for commercialization, and professional services.

Margins: Operating loss of $270.5M for nine months reflects negative operating margin of -65% as the company invests heavily in pipeline expansion and REDEMPLO commercialization. The filing indicates continued significant R&D spending and commercial launch expenses outpace collaboration revenues.

Watch Items from the Filing

Sarepta Collaboration revenue declined 48% YoY to $297.6M; company exercised step-in rights reducing Company's remaining obligations and variable consideration for certain programs.
Company faces patent infringement litigation from Ionis regarding planned commercialization of plozasiran; outcome could impact commercial strategy.
Credit facility of $181.4M carries 15% annual paid-in-kind interest, MOIC payments of $158.9M made to date, and mandatory prepayments required under amended terms.
Net loss of $296.2M for nine months; company eligible to receive up to $16.2B in milestone payments across multiple partnerships, providing potential upside from program advancement.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$75.3M

Net Income

Q2 2026

$-194.3M

Free Cash Flow

Q2 2026

$-181.3M

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+23258.2% YoY

$829.4MFY 2025

FY22 $243.2MFY23 $240.7MFY24 $3.6MFY25 $829.4M

Net Income

+99.7% YoY

$-1.6MFY 2025

FY22 $-176.1MFY23 $-205.3MFY24 $-599.5MFY25 $-1.6M

Operating Income

+116.4% YoY

$98.3MFY 2025

FY22 $-178.5MFY23 $-205.0MFY24 $-601.1MFY25 $98.3M

EPS (Diluted)

+99.8% YoY

$-0.01FY 2025

FY22 $-1.67FY23 $-1.92FY24 $-5.00FY25 $-0.01

Total Assets

+21.5% YoY

$1.39BFY 2025

FY22 $691.9MFY23 $765.6MFY24 $1.14BFY25 $1.39B

Op. Cash Flow

+138.8% YoY

$179.6MFY 2025

FY22 $-136.1MFY23 $-153.9MFY24 $-462.9MFY25 $179.6M

Free Cash Flow

+126.0% YoY

$156.9MFY 2025

FY22 $-188.9MFY23 $-330.6MFY24 $-604.3MFY25 $156.9M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$829.4M +23258.2%	$3.6M -98.5%	$240.7M -1.0%	$243.2M +75.9%	$138.3M +57.2%	$88.0M
Net Income	$-1.6M +99.7%	$-599.5M -192.0%	$-205.3M -16.6%	$-176.1M -25.0%	$-140.8M -66.6%	$-84.6M
Operating Income	$98.3M +116.4%	$-601.1M -193.2%	$-205.0M -14.8%	$-178.5M -19.8%	$-149.0M -60.0%	$-93.2M
EPS (Diluted)	$-0.01 +99.8%	$-5.00 -160.4%	$-1.92 -15.0%	$-1.67 -22.8%	$-1.36 -61.9%	$-0.84
Total Assets	$1.39B +21.5%	$1.14B +48.9%	$765.6M +10.6%	$691.9M -2.6%	$710.1M +35.9%	$522.5M
Operating Cash Flow	$179.6M +138.8%	$-462.9M -200.8%	$-153.9M -13.0%	$-136.1M -179.5%	$171.3M +278.8%	$-95.8M
Free Cash Flow	$156.9M +126.0%	$-604.3M -82.8%	$-330.6M -75.0%	$-188.9M -227.9%	$147.7M +237.1%	$-107.8M

Get alerted when ARWR's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for ARROWHEAD PHARMACEUTICALS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ARWR

BlackRock, Inc.
$1.2B14,830,553 sh
Avoro Capital Advisors LLC
$925.6M11,355,555 sh
FMR LLC
$655.3M8,039,804 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$517.7M6,351,355 sh
VANGUARD CAPITAL MANAGEMENT LLC
$498.1M6,110,953 sh
STATE STREET CORP
$464.2M5,694,640 sh
NORGES BANK
$317.6M3,896,536 sh
Invesco Ltd.
$316.6M3,883,976 sh
GEODE CAPITAL MANAGEMENT, LLC
$298.8M3,530,612 sh
FRED ALGER MANAGEMENT, LLC
$269.1M3,301,919 sh

Fund	Value	Shares
BlackRock, Inc.	$1.2B	14,830,553
Avoro Capital Advisors LLC	$925.6M	11,355,555
FMR LLC	$655.3M	8,039,804
VANGUARD PORTFOLIO MANAGEMENT LLC	$517.7M	6,351,355
VANGUARD CAPITAL MANAGEMENT LLC	$498.1M	6,110,953
STATE STREET CORP	$464.2M	5,694,640
NORGES BANK	$317.6M	3,896,536
Invesco Ltd.	$316.6M	3,883,976
GEODE CAPITAL MANAGEMENT, LLC	$298.8M	3,530,612
FRED ALGER MANAGEMENT, LLC	$269.1M	3,301,919

Companies Similar to ARWR

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

MDGL

MADRIGAL PHARMACEUTICALS, INC.

AI score

Very similar · 29 shared holders

Avoro Capital Advisors LLC BAKER BROS. ADVISORS LP Hood River Capital Management LLC

INSM

INSMED Inc

AI score

Very similar · 20 shared holders

BAKER BROS. ADVISORS LP Hood River Capital Management LLC EVENTIDE ASSET MANAGEMENT, LLC

BBIO

BridgeBio Pharma, Inc.

AI score

Very similar · 27 shared holders

Hood River Capital Management LLC SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC LORD, ABBETT & CO. LLC

GKOS

GLAUKOS Corp

AI score

Very similar · 20 shared holders

DRIEHAUS CAPITAL MANAGEMENT LLC Holocene Advisors, LP SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

AXSM

Axsome Therapeutics, Inc.

AI score

Very similar · 25 shared holders

Hood River Capital Management LLC DRIEHAUS CAPITAL MANAGEMENT LLC EVENTIDE ASSET MANAGEMENT, LLC

Guardant Health, Inc.

AI score

Similar quality profile · 23 shared holders

DRIEHAUS CAPITAL MANAGEMENT LLC Hood River Capital Management LLC SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

CYTK

CYTOKINETICS INC

AI score

Similar quality profile · 27 shared holders

Avoro Capital Advisors LLC Holocene Advisors, LP Siren, L.L.C.

RYTM

RHYTHM PHARMACEUTICALS, INC.

AI score

Similar quality profile · 17 shared holders

BAKER BROS. ADVISORS LP Siren, L.L.C.Artisan Partners Limited Partnership

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Healthcare Companies

View all Healthcare →

AAPG

ASCENTAGE PHARMA GROUP INTERNATIONAL

AARD

Aardvark Therapeutics, Inc.

ABBV

AbbVie Inc.

ABCL

AbCellera Biologics Inc.

ABEO

ABEONA THERAPEUTICS INC.

ABOS

Acumen Pharmaceuticals, Inc.

ABPWW

Abpro Holdings, Inc.

ABSI

Absci Corp

Put ARWR on your watchlist

Track score changes the day ARROWHEAD PHARMACEUTICALS, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is ARWR a good stock to buy?

13F Pro's AI-powered analysis of ARROWHEAD PHARMACEUTICALS, INC. (ARWR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ARWR are available on the ARWR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ARWR is classified as a large company.

Which hedge funds own ARWR?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ARWR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ARROWHEAD PHARMACEUTICALS, INC.'s investment landscape.