Aurinia Pharmaceuticals (NASDAQ:AUPH) Posts Earnings Results

Aurinia Pharmaceuticals (NASDAQ:AUPH) (TSE:AUP) released its quarterly earnings results on Thursday. The biotechnology company reported $1.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.21 by $1.32, FiscalAI reports. Aurinia Pharmaceuticals had a net margin of 29.28% and a return on equity of 25.19%. The business had revenue of $77.11 million for the quarter, compared to the consensus estimate of $74.70 million.

Here are the key takeaways from Aurinia Pharmaceuticals’ conference call:

• LUPKYNIS momentum and 2026 guidance: 2025 net product sales grew ~25% to $271.3M and management expects 2026 net product sales of $305M–$315M (up 12%–16%), with total revenue guidance of $315M–$325M.
• AURINIAcept program advancing: The dual BAFF/APRIL biologic showed tolerability and durable immunoglobulin reductions in Phase 1, with one clinical study initiated and another planned to start in H1 2026; the company will disclose indications in Q2 2026.
• VOCAL pediatric trial terminated: The Phase 3 VOCAL and its extension were stopped due to recruitment/technical issues and Aurinia will negotiate with the FDA on how to satisfy pediatric commitments, creating near-term regulatory uncertainty.
• One-time tax benefit boosted reported earnings: Aurinia recorded a ~$173M income tax benefit from releasing a valuation allowance on deferred tax assets, which drove a large net income and EPS increase but represents a non‑operational, one-time item.
• Capital allocation and balance sheet: Cash and investments totaled $398M at year-end and the company repurchased 12.2M shares for $98.2M in 2025, reducing fully diluted shares and supporting shareholder value.

Aurinia Pharmaceuticals Stock Performance

AUPH stock traded down $0.46 on Thursday, hitting $13.97. The company’s stock had a trading volume of 1,366,277 shares, compared to its average volume of 972,486. The stock has a market cap of $1.84 billion, a price-to-earnings ratio of 24.95 and a beta of 1.50. The firm has a 50 day moving average of $15.05 and a two-hundred day moving average of $13.88. The company has a current ratio of 5.76, a quick ratio of 5.17 and a debt-to-equity ratio of 0.15. Aurinia Pharmaceuticals has a 1 year low of $6.55 and a 1 year high of $16.54.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on AUPH. Royal Bank Of Canada restated a “sector perform” rating and set a $15.00 price target (up from $9.00) on shares of Aurinia Pharmaceuticals in a report on Wednesday, November 5th. Jefferies Financial Group upgraded shares of Aurinia Pharmaceuticals from a “hold” rating to a “buy” rating and lifted their price target for the stock from $10.00 to $21.00 in a research note on Friday, November 7th. Weiss Ratings restated a “hold (c)” rating on shares of Aurinia Pharmaceuticals in a report on Wednesday, January 21st. Leerink Partners downgraded shares of Aurinia Pharmaceuticals from an “outperform” rating to a “market perform” rating and boosted their target price for the stock from $15.00 to $16.00 in a research note on Wednesday, December 3rd. Finally, Bloom Burton downgraded Aurinia Pharmaceuticals from a “moderate buy” rating to a “hold” rating in a report on Wednesday, November 5th. Two research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $17.25.

Institutional Investors Weigh In On Aurinia Pharmaceuticals

Hedge funds have recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. acquired a new position in shares of Aurinia Pharmaceuticals in the third quarter valued at approximately $48,000. Kemnay Advisory Services Inc. purchased a new position in Aurinia Pharmaceuticals in the 4th quarter valued at $82,000. BNP Paribas Financial Markets increased its stake in Aurinia Pharmaceuticals by 32.4% in the 2nd quarter. BNP Paribas Financial Markets now owns 13,034 shares of the biotechnology company’s stock valued at $110,000 after buying an additional 3,191 shares during the period. CIBC Bancorp USA Inc. purchased a new position in Aurinia Pharmaceuticals during the 3rd quarter worth $137,000. Finally, Engineers Gate Manager LP purchased a new position in Aurinia Pharmaceuticals during the 2nd quarter worth $162,000. Institutional investors and hedge funds own 36.83% of the company’s stock.

Key Headlines Impacting Aurinia Pharmaceuticals

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

• Positive Sentiment: Q4 results beat consensus — Aurinia reported quarterly revenue of about $77.1M vs. ~$74.7M consensus and delivered EPS above street expectations, showing stronger-than-anticipated underlying performance. Read More.
• Positive Sentiment: LUPKYNIS momentum and 2026 sales target — Management said full‑year 2025 LUPKYNIS sales grew ~25% and set a 2026 LUPKYNIS sales target of roughly $305M–$315M, providing a clear revenue growth driver for the year. Read More.
• Positive Sentiment: Pipeline optionality — Management highlighted continued clinical advancement of aritinercept as a potential growth option beyond LUPKYNIS, which could add upside if clinical data are positive. Read More.
• Neutral Sentiment: FY‑2026 revenue guidance in the mid‑$300M range — Aurinia gave 2026 revenue guidance roughly in line with consensus (mid‑$300Ms), which limits surprise upside but shows predictable near‑term revenue cadence; see the earnings call transcript for detail. Read More.
• Neutral Sentiment: Analyst/coverage notes and quarter detail — Several outlets and transcripts summarize quarter metrics (ROE, net margin) and management commentary; investors should read the call for guidance detail and cadence. Read More.
• Negative Sentiment: Stock trading lower despite beats — Shares moved down on the day, suggesting the market viewed the guidance and messaging as mixed (beats offset by guidance that was broadly in‑line rather than materially above expectations or by lack of a meaningful acceleration). Read More.

About Aurinia Pharmaceuticals

Aurinia Pharmaceuticals Inc is a clinical‐stage biopharmaceutical company focused on developing and commercializing therapies for autoimmune diseases. The company’s proprietary molecule, voclosporin, is designed to selectively inhibit calcineurin and reduce inflammation associated with autoimmune responses. Aurinia operates research and development facilities in Canada and the United States, leveraging collaborations with academic institutions and contract research organizations to advance its clinical pipeline.

The company’s lead product, voclosporin (marketed as LUPKYNIS), received approval from the U.S.