ANI Pharmaceuticals (NASDAQ:ANIP) Releases FY 2026 Earnings Guidance

ANI Pharmaceuticals (NASDAQ:ANIP) issued an update on its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 9.190-9.690 for the period, compared to the consensus earnings per share estimate of 9.100. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion.

ANI Pharmaceuticals Stock Down 5.3%

ANI Pharmaceuticals stock opened at $78.25 on Friday. The company has a quick ratio of 2.52, a current ratio of 3.12 and a debt-to-equity ratio of 1.06. ANI Pharmaceuticals has a 12-month low of $70.15 and a 12-month high of $99.50. The firm’s fifty day moving average is $81.02 and its 200 day moving average is $79.37. The company has a market capitalization of $1.78 billion, a PE ratio of 16.86 and a beta of 0.44.

ANI Pharmaceuticals (NASDAQ:ANIP) last issued its earnings results on Friday, August 7th. The specialty pharmaceutical company reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.04 by $0.17. The business had revenue of $266.04 million for the quarter, compared to analyst estimates of $260.13 million. ANI Pharmaceuticals had a net margin of 9.98% and a return on equity of 27.51%. ANI Pharmaceuticals’s revenue was up 25.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.80 earnings per share. ANI Pharmaceuticals has set its FY 2026 guidance at 9.190-9.690 EPS. As a group, sell-side analysts predict that ANI Pharmaceuticals will post 8.03 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the stock. Guggenheim reissued a “buy” rating and set a $124.00 price objective on shares of ANI Pharmaceuticals in a research report on Friday, July 10th. Wall Street Zen lowered ANI Pharmaceuticals from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Zacks Research downgraded ANI Pharmaceuticals from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. Weiss Ratings upgraded ANI Pharmaceuticals from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. Finally, Canaccord Genuity Group assumed coverage on ANI Pharmaceuticals in a research note on Thursday, July 16th. They issued a “hold” rating and a $91.00 price objective for the company. Five analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $106.83.

Insiders Place Their Bets

In other news, CEO Nikhil Lalwani sold 55,000 shares of the stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $77.57, for a total value of $4,266,350.00. Following the completion of the sale, the chief executive officer owned 349,889 shares in the company, valued at $27,140,889.73. This represents a 13.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Thomas Haughey sold 2,000 shares of the firm’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $80.88, for a total transaction of $161,760.00. Following the transaction, the director directly owned 38,878 shares in the company, valued at $3,144,452.64. The trade was a 4.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 88,029 shares of company stock worth $6,954,472 in the last 90 days. Company insiders own 8.10% of the company’s stock.

ANI Pharmaceuticals News Summary

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

• Positive Sentiment: Second-quarter adjusted earnings per share were $2.21, exceeding the roughly $2.01-$2.04 consensus range, while revenue of $266.0 million surpassed estimates near $260 million. Revenue increased 25.9% year over year, and adjusted EBITDA rose 32.4% to $71.6 million. ANI Pharmaceuticals Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Purified Cortrophin Gel revenue climbed 43.5% to $117.1 million. Management said the expansion into podiatrists and primary-care physicians for acute gout was fully operational by June, with encouraging early prescribing and patient-case trends. ANI Pharmaceuticals Reports Record Second Quarter 2026 Financial Results
• Positive Sentiment: ANI reaffirmed full-year 2026 revenue guidance of $1.08 billion-$1.14 billion, adjusted EBITDA of $285 million-$300 million and adjusted EPS of $9.19-$9.69, above the prior consensus EPS estimate of $9.10. The company also has authorization for up to $100 million in share repurchases through May 2029. ANI Pharmaceuticals Reports Second-Quarter 2026 Results
• Neutral Sentiment: Generics revenue increased 9.7% to $99.1 million, supported by new launches, while ANI reported 12 generic launches year to date and remains on track for at least 15 in 2026.
• Negative Sentiment: ANI reduced its 2026 Cortrophin Gel revenue target to $520 million-$540 million from $540 million-$575 million. Although the revised range still implies 50%-55% growth, the cut may have disappointed investors expecting stronger near-term performance.
• Negative Sentiment: Gross margin fell to 62.4% from 64.7%, partly because of a greater mix of royalty-bearing products. Selling, general and administrative costs rose 12.1% as ANI expanded its rare-disease sales force for the gout opportunity.
• Negative Sentiment: ILUVIEN revenue declined 16.1% to $18.7 million because of international shipment timing, while Brands revenue fell 10.5% amid normalized demand.

Hedge Funds Weigh In On ANI Pharmaceuticals

A number of hedge funds and other institutional investors have recently modified their holdings of ANIP. State Street Corp increased its position in shares of ANI Pharmaceuticals by 2.2% during the fourth quarter. State Street Corp now owns 727,204 shares of the specialty pharmaceutical company’s stock valued at $57,405,000 after acquiring an additional 15,496 shares during the last quarter. UBS Group AG boosted its position in ANI Pharmaceuticals by 45.8% in the third quarter. UBS Group AG now owns 589,874 shares of the specialty pharmaceutical company’s stock worth $54,032,000 after purchasing an additional 185,172 shares during the last quarter. Tang Capital Management LLC boosted its position in ANI Pharmaceuticals by 51.6% in the fourth quarter. Tang Capital Management LLC now owns 481,437 shares of the specialty pharmaceutical company’s stock worth $38,005,000 after purchasing an additional 163,937 shares during the last quarter. Geode Capital Management LLC grew its stake in ANI Pharmaceuticals by 4.2% in the 4th quarter. Geode Capital Management LLC now owns 477,272 shares of the specialty pharmaceutical company’s stock valued at $37,682,000 after purchasing an additional 19,258 shares during the period. Finally, Deutsche Bank AG grew its stake in ANI Pharmaceuticals by 55.4% in the 4th quarter. Deutsche Bank AG now owns 392,576 shares of the specialty pharmaceutical company’s stock valued at $30,990,000 after purchasing an additional 140,008 shares during the period. Hedge funds and other institutional investors own 76.05% of the company’s stock.

ANI Pharmaceuticals Company Profile

ANI Pharmaceuticals, Inc is a United States–based specialty pharmaceutical company focused on the development, manufacturing and commercialization of generic and branded prescription drugs. The company operates as an end-to-end provider, offering services that range from active pharmaceutical ingredient (API) production and formulation development to finished dosage form manufacturing and packaging.

ANI’s product portfolio encompasses injectable and oral therapies across several therapeutic areas, including endocrinology, oncology, pain management and respiratory care.