Aurinia Pharmaceuticals Inc. (AUPH) Stock Price & Analysis
Aurinia Pharmaceuticals Inc. (AUPH) closed at USD 17.21 on Thursday, October 29, 2026, down 0.86% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 17.36; the Oct 29, 2026 session ranged USD 17.1–17.58 on volume of 744,612 shares. Market capitalization is $2.29B, with a 52-week range of USD 11.96–19.25 (NGM). Source: Nexqual, retrieved October 29, 2026 at 20:40 UTC.
Also available as compact Markdown for AI agents: nexqual.com/AUPH.md
Key facts (AUPH)
- Last four reported quarters (through Jun 30, 2026): revenue $312M, net income $314M (100.8% margin) (SEC filings).
- Valuation: P/E 7.3x (avg 117.9x at the last 2 fiscal year-ends).
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $546K; 2 not under a Rule 10b5-1 plan ($546K); 0 by opportunistic insiders, 2 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $12.5M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.29 on a 1–5 scale) (7 analysts), mean target USD 18 (range 16–21).
- Total return with dividends: 1Y +42.0% vs S&P 500 +14.4%; 5Y -48.0% vs S&P 500 +79.1%.
- Next earnings: 2026-11-09, EPS estimate USD 0.22, revenue estimate $83.6M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (AUPH)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $45.6M | $134M | $176M | $235M | $283M | $312M |
| Gross profit | $44.5M | $128M | $161M | $207M | $250M | — |
| Operating income | -$181M | -$111M | -$91.7M | -$4.7M | $105M | $151M |
| Net income | -$181M | -$108M | -$78.0M | $5.8M | $287M | $314M |
| EPS (diluted) | -$1.40 | -$0.76 | -$0.54 | $0.04 | $2.07 | — |
| Gross margin | 97.6% | 95.8% | 91.9% | 88.0% | 88.5% | — |
| Operating margin | -396.3% | -83.2% | -52.2% | -2.0% | 37.1% | 48.4% |
| Net margin | -396.8% | -80.7% | -44.5% | 2.4% | 101.5% | 100.8% |
| Revenue growth | -9.0% | +193.9% | +31.0% | +34.0% | +20.4% | — |
| Cash + short-term investments | $466M | $389M | $350M | $358M | $398M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (AUPH)
P/E 7.3x · P/S 7.3x · P/B 3.7x · Earnings yield 13.72% · Buyback yield (TTM) 3.65%
P/E at fiscal year-ends: Dec 2025 7.7x, Dec 2024 228.2x.
Insider sales (SEC Form 4, open-market, last ~7 months) (AUPH)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-10 | Robertson Stephen P. | Chief Legal Officer | 11,939 | $190K | 2% | No | Routine (sold in Mar each year 2023–2025; this trade is outside those months) |
| 2026-08-21 | Robertson Stephen P. | Chief Legal Officer | 20,975 | $356K | 3.4% | No | Routine (sold in Mar each year 2023–2025; this trade is outside those months) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (AUPH)
1 purchase, $12.5M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-05-29…2026-06-02 | Tang Kevin | Chief Executive Officer | 814,606 | $12.5M | 15.29 | Too little history (no open-market trades in 2023) |
Analysts (AUPH)
Consensus Buy (mean 2.29 on a 1–5 scale), 7 analysts; mean target USD 18 (low 16, high 21).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | TD Cowen | Target raised | Buy | $17 → $18 |
| 2026-08-07 | RBC Capital | Target raised | Sector Perform | $15 → $16 |
Total return (dividends reinvested) (AUPH)
| 1Y (from 2025-10-30) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +42.0% | -48.0% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +42.2% | -12.2% |
| Volatility (annualized) | 37.2% | 62.4% |
| Max drawdown | -21.8% (Jun 2026→Aug 2026) | -86.9% (Oct 2021→Dec 2022) |
AUPH earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.28 | $0.24 | Beat +16.7% | — |
| — | Quarter ended Mar 31, 2026 | $0.25 | $0.20 | Beat +25.0% | — |
| — | Quarter ended Dec 31, 2025 | $1.53 | $0.22 | Beat +595.5% | — |
| — | Quarter ended Sep 30, 2025 | $0.23 | $0.16 | Beat +43.8% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
AUPH recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 26, 2026 | Schedule 13D/A | ILJIN SNT Co., Ltd., ILJIN Steel Co., Ltd.: 4.4% of shares, 5%+ holder that may seek to influence the company (amended) |
| Aug 19, 2026 | 8-K | Other material event “On August 19, 2026, Aurinia Pharmaceuticals Inc. (Aurinia or the Company) issued a press release announcing that it and its subsidiary, Aurinia Pharma U.S., Inc., (collectively, "Aurinia") have entered into a settlement agreement with Teva Pharmaceuticals Inc. ("Teva") to resolve patent infringement litigation relating to Teva's filing of an Abbreviated New Drug Application seeking to market its generic 7.9 mg voclosporin oral capsules in the United States. A copy of the press release is attached hereto as Exhibit…” |
| Aug 6, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 6, 2026 | 8-K | Quarterly results |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
AUPH revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Net product sales | $79.4M | 95.4% | +19.3% |
| License, collaboration and royalty revenue | $3.8M | 4.6% | +10.9% |
| Total revenue | $83.2M | 100% | — |
AUPH revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $263.8M | 93.2% | +25.6% |
| Japan | $19.2M | 6.8% | -23.3% |
| Total revenue | $283.1M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
AUPH suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Lonza | “In August 2022, Aurinia entered into a commercial supply agreement with Otsuka to: (i) supply LUPKYNIS inventory to Otsuka at cost, plus a margin; and (ii) provide manufacturing and other services, including sharing the capacity of a dedicated manufacturing facility at Lonza Ltd. ("Lonza"), Aurinia's contract manufacturing partner for voclosporin.” |
| Supplier | Otsuka Pharmaceutical | “•our ability to comply with our obligations under our collaboration and licensing agreement and commercial supply agreement with Otsuka Pharmaceutical Co., Ltd ("Otsuka");” |
Quoted from the company's 10-K filed Feb 26, 2026.
AUPH customer concentration
In the period ended Dec 31, 2025, a single direct customer accounted for 87% of revenue, per the company's 10-K filed Feb 26, 2026. The company does not name it.
AUPH company outlook (results filed Aug 6, 2026)
- “Aurinia reiterates its guidance for 2026 total revenue of $315 million to $325 million, up 11% to 15% compared to 2025, and 2026 net product sales of $305 million to $315 million, up 12% to 16% compared to 2025.”
Quoted word-for-word from the SEC 8-K results press release.
AUPH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.22 | $0.24 | -7.6% | $83.6M | 5 |
| Next quarter (ends Dec 2026) | $0.21 | $0.23 | -8.8% | $85.7M | 5 |
| Current fiscal year (ends Dec 2026) | $0.95 | $0.95 | -0.2% | $330.3M | 5 |
| Next fiscal year (ends Dec 2027) | $1.17 | $1.11 | +5.5% | $388.4M | 5 |
Key Statistics (as of October 29, 2026 at 20:40 UTC)
| Price | USD 17.21 |
|---|---|
| Change | ▼ 0.86% (down) |
| Previous Close | USD 17.36 |
| Open | USD 17.44 |
| Day Range | USD 17.1 – 17.58 |
| 52-Week Range | USD 11.96 – 19.25 |
| Volume | 744,612 shares |
| Market Cap | $2.29B |
| Exchange | NGM |
Technical Analysis (AUPH)
Nexqual's technical model rates AUPH "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 29, 2026 at 20:40 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 59.21 (neutral) |
| vs SMA50 | Above (USD 16.5) |
| MACD | 0.25 (positive) |
Analyst Ratings (AUPH)
Wall Street analysts rate AUPH "Buy" based on 7 analysts, with a mean price target of USD 18 (range USD 16–21), per Nexqual as of October 29, 2026 at 20:40 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 18 |
| High Target | USD 21 |
| Low Target | USD 16 |
| Buy / Hold / Sell | 5 / 2 / 0 |
Earnings (AUPH)
| Next Earnings Date | 2026-11-09 |
|---|---|
| EPS Estimate | USD 0.22 |
| Revenue Estimate | $83.61M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.28 vs est 0.24 ▲ beat |
| 2026-03-31 | USD 0.25 vs est 0.2 ▲ beat |
| 2025-12-31 | USD 1.53 vs est 0.22 ▲ beat |
| 2025-09-30 | USD 0.23 vs est 0.16 ▲ beat |
Source: Nexqual, October 29, 2026 at 20:40 UTC.
Financials & Fundamentals (AUPH)
| Total Revenue | $311.51M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +18.90% |
| Gross Margin | +77.88% |
| Operating Margin | +55.68% |
| Profit Margin | +100.84% |
| ROE | +66.12% |
| Debt / Equity | 0.1 |
| Current Ratio | 5.42 |
| Total Cash | $443.02M |
| Total Debt | $64.14M |
Source: Nexqual, October 29, 2026 at 20:40 UTC.
Financial Health Score (AUPH)
Nexqual rates Aurinia Pharmaceuticals Inc.'s overall financial health "Strong" across five dimensions, as of October 29, 2026 at 20:40 UTC.
| Growth | Strong — Revenue +20% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 90%, operating 48% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Strong — $443M cash vs $64M debt, net cash position |
| Cash Flow | Solid — Operating cash flow $136M (FY ended Dec 2025, 10-K) |
| Efficiency | Strong — ROE 51%, ROA 39.6% (last 4 quarters, SEC) |
Ownership (AUPH)
| Insider Ownership | +6.79% |
|---|---|
| Institutional Ownership | +60.68% |
| Shares Outstanding | 133.05M |
| Float | 129.22M |
| Short % of Float | +6.46% |
Source: Nexqual, October 29, 2026 at 20:40 UTC.
Leadership (AUPH)
Aurinia Pharmaceuticals Inc. is led by Kevin C. Tang, Chairman & CEO, per Nexqual as of October 29, 2026 at 20:40 UTC.
| Chairman & CEO | Kevin C. Tang |
|---|---|
| Chief Operating Officer | Ryan Cole |
| Chief Scientific Officer | Thomas Wei |
Major Backers & Investors (AUPH)
Notable institutional backers of Aurinia Pharmaceuticals Inc. include Tang Capital Management, LLC, Goldman Sachs, NEA Management Company, LLC, according to Nexqual as of October 29, 2026 at 20:40 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Tang Capital Management, LLC | 9.8% |
| Goldman Sachs | 4.22% |
| NEA Management Company, LLC | 2.98% |
| Two Sigma Investments, LP | 2.61% |
| Arrowstreet Capital, Limited Partnership | 2.45% |
| Morgan Stanley | 1.73% |
| Marshall Wace LLP | 1.54% |
| Fidelity | 1.32% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 6.16% |
| State Street | 1.95% |
Source: Nexqual, October 29, 2026 at 20:40 UTC.
From Aurinia Pharmaceuticals Inc.'s Latest SEC 10-K Filing (filed 2026-02-26)
Key Strengths & Strategy (as disclosed to the SEC)
- During the first 4 years of the exclusivity period, the FDA may not accept for review an Abbreviated New Drug Application ("ANDA") or a 505(b)(2) NDA submitted by another company for another version of such drug where the applicant does not own or have a legal right of reference to all of the data required for approval.
- Importantly, the patent claims reflect the unique and proprietary dosing regimen of LUPKYNIS that is consistent with the FDA-approved product label.
- Reddy's Laboratories, Inc., DifGen Pharmaceuticals LLC and Sandoz Inc. advising that each company had submitted an Abbreviated New Drug Application ("ANDA") to the FDA seeking authorization to manufacture, use or sell a generic version of LUPKYNIS in the U.S., prior to the expiry of U.S.
- We maintain confidentiality agreements with potential and existing manufacturers to protect our proprietary rights related to LUPKYNIS.
Partnerships
- In August 2022, Aurinia entered into a commercial supply agreement with Otsuka to: (i) supply LUPKYNIS inventory to Otsuka at cost, plus a margin; and (ii) provide manufacturing and other services, including sharing the capacity of a dedicated manufacturing facility at Lonza Ltd. ("Lonza"), Aurinia's contract manufacturing partner for voclosporin.
- In December 2020, Aurinia entered into a manufacturing services agreement with Lonza for the construction of a dedicated manufacturing facility for voclosporin (the "Monoplant").
Legal & Regulatory Risks (Item 1A, quoted)
- The FDA, EC and other regulatory authorities have substantial discretion in the approval process and may not agree that we have demonstrated that aritinercept is safe and effective.
- Compliance with ongoing post-marketing obligations for LUPKYNIS may uncover new safety information that could give rise to a product recall, updated warnings or other regulatory actions.
- Failure to obtain regulatory approval in international jurisdictions would prevent our products, our product candidates or any other products we or our current or future out-licensees may develop from being marketed abroad.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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| ORKA | Oruka Therapeutics, Inc. | USD 96.65 | ▲ 0.71% |
| KOD | Kodiak Sciences Inc | USD 100.4 | ▲ 3.46% |
| RYTM | Rhythm Pharmaceuticals, Inc. | USD 93.07 | ▲ 1.2% |
| IONS | Ionis Pharmaceuticals, Inc. | USD 44.39 | ▼ 1.14% |
| AXSM | Axsome Therapeutics, Inc. | USD 143.45 | ▼ 0.04% |
| ABVX | Abivax SA | USD 89.06 | ▼ 0.87% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 20:40 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt