Indivior PLC projects 2026 net revenue of $1.125-$1.195 billion, with SUBLOCADE revenue between $905-$945 million.
Quiver AI Summary
Indivior PLC has provided its financial guidance for the full year 2026, projecting total net revenue between $1.125 billion and $1.195 billion, with SUBLOCADE® net revenue expected to range from $905 million to $945 million. The company anticipates non-GAAP operating expenses of $430 million to $450 million and adjusted EBITDA to reach between $535 million and $575 million. CEO Joe Ciaffoni highlighted the company's progress in 2025 and its strategic focus for 2026 on accelerating U.S. SUBLOCADE dispense unit growth and improving financial performance. Indivior has successfully completed the first phase of its Action Agenda and aims for significant operational efficiencies and revenue growth in the coming year. Additionally, the company has achieved inclusion in the S&P SmallCap 600 index and is transitioning its domicile to the U.S.
Potential Positives
- Total net revenue guidance for 2026 is projected to be between $1,125 million and $1,195 million, indicating strong expected financial performance.
- SUBLOCADE® net revenue forecast for 2026 is expected to be in the range of $905 million to $945 million, reflecting anticipated growth in a key product area.
- Adjusted EBITDA is projected to grow significantly, with an expected range of $535 million to $575 million, showcasing improved profitability.
- Indivior gained inclusion in the S&P SmallCap 600® index, highlighting the company's enhanced market position and credibility in the financial community.
Potential Negatives
- The forecasted Total Net Revenue range of $1,125 million to $1,195 million may indicate a lack of strong growth, as it still relies heavily on the performance of SUBLOCADE, which could raise concerns about dependency on a single product.
- The significant expected Non-GAAP Operating Expenses of $430 million to $450 million could suggest ongoing high operational costs that may impact profitability despite the anticipated revenue growth.
- The reliance on non-GAAP measures like adjusted EBITDA might lead to skepticism amongst investors regarding the company's financial health, as non-GAAP metrics can be seen as less transparent than GAAP measures.
FAQ
What is the projected total net revenue for Indivior in 2026?
The projected total net revenue for Indivior in 2026 is expected to be between $1,125 million and $1,195 million.
How much is SUBLOCADE net revenue expected to grow in 2026?
SUBLOCADE net revenue is expected to be in the range of $905 million to $945 million in 2026.
What are the expected adjusted EBITDA figures for 2026?
Adjusted EBITDA for 2026 is expected to be between $535 million and $575 million.
What significant changes occurred in Indivior's operational model?
Indivior has simplified its organization, resulting in expected annual non-GAAP operating expense savings of at least $150 million.
When will the change in Indivior's domicile take effect?
The change in Indivior's domicile to the U.S. is expected to take effect on January 26, 2026.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$INDV Insider Trading Activity
$INDV insiders have traded $INDV stock on the open market 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $INDV stock by insiders over the last 6 months:
- DAVID E. WHEADON purchased 1,771 shares for an estimated $62,680
- DANIEL A NINIVAGGI purchased 775 shares for an estimated $27,429
- MARK STEJBACH purchased 775 shares for an estimated $27,429
- BARBARA RYAN purchased 775 shares for an estimated $27,429
- KEITH HUMPHREYS purchased 775 shares for an estimated $27,429
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$INDV Hedge Fund Activity
We have seen 140 institutional investors add shares of $INDV stock to their portfolio, and 56 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- OAKTREE CAPITAL MANAGEMENT LP added 246,776,273 shares (+2241.6%) to their portfolio in Q3 2025, for an estimated $5,949,775,942
- MORGAN STANLEY added 5,055,982 shares (+891.3%) to their portfolio in Q3 2025, for an estimated $121,899,726
- DEERFIELD MANAGEMENT COMPANY, L.P. removed 3,580,349 shares (-33.9%) from their portfolio in Q3 2025, for an estimated $86,322,214
- RUBRIC CAPITAL MANAGEMENT LP removed 3,516,218 shares (-75.7%) from their portfolio in Q3 2025, for an estimated $84,776,015
- DIVISADERO STREET CAPITAL MANAGEMENT, LP added 3,226,605 shares (+2372.5%) to their portfolio in Q3 2025, for an estimated $77,793,446
- FULLER & THALER ASSET MANAGEMENT, INC. added 3,169,895 shares (+inf%) to their portfolio in Q3 2025, for an estimated $76,426,168
- BLACKROCK, INC. added 3,044,560 shares (+53.6%) to their portfolio in Q3 2025, for an estimated $73,404,341
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$INDV Analyst Ratings
Wall Street analysts have issued reports on $INDV in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 10/31/2025
- HC Wainwright & Co. issued a "Buy" rating on 10/30/2025
- Craig-Hallum issued a "Buy" rating on 08/27/2025
- Jefferies issued a "Buy" rating on 07/22/2025
To track analyst ratings and price targets for $INDV, check out Quiver Quantitative's $INDV forecast page.
$INDV Price Targets
Multiple analysts have issued price targets for $INDV recently. We have seen 4 analysts offer price targets for $INDV in the last 6 months, with a median target of $34.5.
Here are some recent targets:
- David Amsellem from Piper Sandler set a target price of $41.0 on 10/31/2025
- Brandon Folkes from HC Wainwright & Co. set a target price of $35.0 on 10/30/2025
- Chase Knickerbocker from Craig-Hallum set a target price of $34.0 on 08/27/2025
- Dennis Ding from Jefferies set a target price of $20.0 on 07/22/2025
Full Release
- Total Net Revenue Expected in the Range of $1,125 million to $1,195 million
- Total SUBLOCADE ® Net Revenue Expected to be in the Range of $905 million to $945 million
- Non-GAAP Operating Expenses Expected in the Range of $430 million to $450 million
- Adjusted EBITDA Expected in the Range of $535 million to $575 million
RICHMOND, Va., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Indivior PLC (Nasdaq: INDV) (“ Indivior PLC ” or the “ Company ”) today announced its full-year 2026 financial guidance.
“2025 was a transition year for Indivior in which we established the Indivior Action Agenda and completed Phase I – Generate Momentum – by growing U.S. SUBLOCADE net revenue, simplifying the organization and transforming our operating model,” said Joe Ciaffoni, Chief Executive Officer. “We enter 2026 well positioned to execute on Phase II – Accelerate – which includes accelerating U.S. SUBLOCADE dispense unit growth and SUBLOCADE net revenue throughout 2026 and immediately accelerating adjusted EBITDA and cash flow at a faster rate.”
“Our 2026 financial guidance reflects SUBLOCADE net revenue growth, driven by an acceleration in dispense units, and significant margin expansion from our simplified operating model,” said Ryan Preblick, Chief Financial Officer. “In 2026, we expect to grow SUBLOCADE net revenue by 11% at the midpoint of our guidance range while growing adjusted EBITDA by 35% and adjusted EBITDA margin by 14 percentage points.”
Recent Business Highlights :
- Completed Phase I of the Indivior Action Agenda — Generate Momentum – which included growing U.S. SUBLOCADE net revenue, simplifying the organization and transforming the Company’s operating model resulting in expected annual non-GAAP operating expense savings of at least $150 million.
- Entered Phase II of the Indivior Action Agenda – Accelerate – on January 1, 2026, which is focused on accelerating U.S. SUBLOCADE dispense unit growth and net revenue throughout 2026 and immediately accelerating adjusted EBITDA and cash flow at a faster rate.
- Gained inclusion in the S&P SmallCap 600 ® index effective December 22, 2025.
- Received shareholder approval of the Company’s proposal to change its domicile from the U.K. to the U.S. and establish a new U.S. parent company, Indivior Pharmaceuticals, Inc. The change in domicile is expected to take effect on January 26, 2026.
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Concluded the legacy U.S. Department of Justice matter by paying in full the outstanding obligation of $295 million associated with the matter.
Full-Year 2026 Financial Guidance
| Full-Year 2026 Guidance | |
| Total Net Revenue | $1,125 million to $1,195 million |
| Total SUBLOCADE Net Revenue | $905 million to $945 million |
| Non-GAAP Operating Expenses | $430 million to $450 million |
| Adjusted EBITDA | $535 million to $575 million |
About Indivior
Indivior Pharmaceuticals works to help change patients' lives by developing medicines to treat opioid use disorder (OUD). Our vision is that all patients will have access to evidence-based treatment for OUD and we are dedicated to transforming OUD from a human crisis to a recognized and treated chronic disease. Building on its portfolio of OUD treatments, Indivior has a pipeline of product candidates designed to expand on its heritage in this category. Visit www.indivior.com to learn more. Connect with Indivior on LinkedIn by visiting www.linkedin.com/company/Indivior .
Non-GAAP Financial Measures :
This announcement includes financial measures that are not defined by US GAAP, such as non-GAAP operating expenses, adjusted EBITDA, and adjusted EBITDA margin. These non-GAAP financial measures are not a substitute for, or superior to, results presented in accordance with US GAAP. Non-GAAP results as presented by the Company are not necessarily comparable to similarly titled measures used by other companies. As a result, these performance measures should not be considered in isolation from, or as a substitute analysis for, the Company's results as reported in accordance with US GAAP. Management performs a quantitative and qualitative assessment to determine if an item should be considered for adjustment.
Non-GAAP financial measures adjust for non-recurring items and other items representing significant expenses or income that we believe do not reflect the Company’s ongoing operations or the adjustment of which may help with the comparison to prior periods. Non-recurring items and other adjustments are excluded from non-GAAP financial measures consistent with the internal reporting provided to management and the Board. Examples of such items could include share-based compensation expense, income or restructuring and related expenses from the reconfiguration of the Company’s activities and/or capital structure, impairment of current and non-current assets, gains and losses from the sale of intangible assets, certain costs arising as a result of significant and non-recurring regulatory and litigation matters, and certain tax related matters. Beginning with our Q2 2025 financial release, adjusted EBITDA replaced non-GAAP operating income as a non-GAAP measure. The Company believes adjusted EBITDA may be useful to investors to understand the Company’s performance. In addition, the Company uses “adjusted EBITDA” in its annual incentive plan in which all executive officers participate. Share-based compensation has been excluded from non-GAAP operating expenses and adjusted EBITDA.
We have not provided the forward-looking U.S. GAAP equivalents for certain forward-looking non-U.S. GAAP metrics as a result of the uncertainty and potential variability of reconciling items. Accordingly, the Company has relied upon the exception in item 10(e)(1)(i)(B) of Regulation S-K to exclude such reconciliations, as the reconciliations of these non-U.S. GAAP guidance metrics to their corresponding U.S. GAAP equivalents are not available without unreasonable effort.
Important Cautionary Note Regarding Forward-Looking Statements :
This announcement contains certain statements that are forward-looking statements. All statements other than statements of historical fact are forward-looking statements. Forward-looking statements include, among other things, express and implied statements regarding: our financial guidance including with respect to total net revenue, SUBLOCADE net revenue; non-GAAP operating expenses, adjusted EBITDA, and adjusted EBITDA margin; expected SUBLOCADE dispense unit growth; expected continued price stability in SUBOXONE Film, expected annual operation expense savings; expected savings from our simplified operating model; and other statements containing the words "believe," "anticipate," "plan," "expect," "intend," "estimate," "forecast," “strategy,” “target,” “guidance,” “outlook,” “potential,” "project," "priority," "may," "will," "should," "would," "could," "can," the negatives thereof, and variations thereon and similar expressions. By their nature, forward-looking statements involve risks and uncertainties as they relate to events or circumstances that may or may not occur in the future.
Investors are cautioned that any such forward-looking statements are not guarantees of future performance and only express management’s beliefs regarding future results or events which, by their nature, are inherently uncertain and outside of management’s control or predict. Actual results may differ materially from those expressed or implied in these forward-looking statements due to a number of factors, including: lower than expected future sales of our products; greater than expected impacts from competition; unanticipated costs including the effects of potential tariffs and potential retaliatory tariffs; whether we are able to identify efficiencies; unknown liabilities; and the accuracy of our estimates regarding expenses, revenue, and capital requirements. For additional information about some of the risks and important factors that could affect our future results and financial condition, see “Important Cautionary Note Regarding Forward-looking Statements” and "Risk Factors" in Indivior's Annual Report on Form 10-K filed March 3, 2025, our Forms 10-Q filed May 1, 2025, July 31, 2025, and October 30, 2025, and our other filings with the U.S. Securities and Exchange Commission.
We have based the forward-looking statements in this report on our current expectations and beliefs concerning future events. Forward-looking statements contained in this report speak only as of the day they are made and, except as required by law, we undertake no obligation to update or revise any forward-looking statement, whether due to new information, or to reflect events or developments that occur after the date the statement was made.
For Further Information
Investors:
Jason Thompson
Indivior PLC
Tel: 804-402-7123
E-mail:
[email protected]
Media:
Cassie France-Kelly
Indivior PLC
Tel: 804-594-0836
E-Mail:
[email protected]