Arvinas NASDAQ:ARVN reported that Chief Scientific Officer Angela M. Cacace had a total of 3,609 shares of common stock sold on February 23, 2026. The transactions were executed at a price of $12.16 per share, producing total proceeds of $43,885. Company disclosures indicate the sales were automatic transactions performed by Arvinas, INC. to meet tax withholding obligations related to the vesting and settlement of restricted stock units.
The two separate dispositions consisted of an initial block of 1,038 shares followed by a second block of 2,571 shares. According to the footnotes in the related SEC filing, the RSUs subject to the withholding were granted to Cacace on February 22, 2023, and February 23, 2024. The filing further specifies that the share sales were not discretionary trades by Cacace but were mechanically executed by the company to satisfy tax liabilities arising from the settlements.
After these automated sales, Cacace's direct ownership in Arvinas stands at 147,623 shares. Market activity following the transaction shows Arvinas shares trading at $13.30, which the filing notes represents a 76% gain over the past six months. InvestingPro analysis referenced in the filing indicates the stock remains undervalued relative to its Fair Value.
The SEC filing and accompanying notes also refer investors to InvestingPro commentary. One InvestingPro tip underscores the company’s notable price uptick over the last six months and mentions the availability of seven additional exclusive tips for subscribers. For investors seeking deeper research, the filing points to Arvinas’ Pro Research Report, which is one among more than 1,400 research reports available for U.S. equities on the InvestingPro platform.
Separately, the company’s fourth-quarter 2025 financial results fell short of market expectations. Arvinas reported earnings per share of -$1.10, compared with a consensus forecast of -$0.51, a shortfall characterized in the filing as a negative surprise of 115.69%. Revenue for the quarter was $9.5 million versus an anticipated $36.92 million, representing a 74.27% miss relative to estimates.
Following the release of the quarterly results, Wedbush revised its price target for Arvinas upward to $11 from a prior $9 while maintaining a Neutral rating. Wedbush’s commentary highlighted progress with the company’s LRRK2 degrader, ARV-102, which is scheduled for presentation at an international conference in March 2026. The firm framed these pipeline developments as ongoing despite the recent financial underperformance.
The filings and analyst notes provide a compact view of insider activity and operating results: the insider sale was procedural and linked to RSU tax withholding, the share price has shown strong momentum over six months, and quarterly financials revealed a marked gap versus expectations with analysts adjusting outlooks while noting clinical progress.