Blair William & Co. IL Trims Position in Amgen Inc. $AMGN

Blair William & Co. IL decreased its holdings in shares of Amgen Inc. (NASDAQ:AMGN) by 2.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 162,239 shares of the medical research company’s stock after selling 4,654 shares during the quarter. Blair William & Co. IL’s holdings in Amgen were worth $45,784,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Amgen by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 53,876,851 shares of the medical research company’s stock worth $15,204,047,000 after acquiring an additional 165,281 shares during the period. State Street Corp increased its holdings in shares of Amgen by 0.6% in the second quarter. State Street Corp now owns 29,357,026 shares of the medical research company’s stock valued at $8,196,775,000 after purchasing an additional 177,035 shares during the period. Geode Capital Management LLC increased its holdings in shares of Amgen by 2.3% in the second quarter. Geode Capital Management LLC now owns 13,018,617 shares of the medical research company’s stock valued at $3,619,489,000 after purchasing an additional 291,271 shares during the period. Charles Schwab Investment Management Inc. raised its stake in shares of Amgen by 5.6% during the second quarter. Charles Schwab Investment Management Inc. now owns 12,893,677 shares of the medical research company’s stock worth $3,600,043,000 after purchasing an additional 687,735 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its stake in shares of Amgen by 27,765.8% during the second quarter. Laurel Wealth Advisors LLC now owns 6,700,621 shares of the medical research company’s stock worth $1,870,880,000 after purchasing an additional 6,676,575 shares during the last quarter. Hedge funds and other institutional investors own 76.50% of the company’s stock.

Amgen Trading Up 0.5%

Shares of AMGN stock opened at $369.53 on Friday. The business’s fifty day moving average price is $353.26 and its 200 day moving average price is $322.62. The firm has a market capitalization of $199.20 billion, a PE ratio of 25.97, a P/E/G ratio of 3.67 and a beta of 0.45. The company has a debt-to-equity ratio of 5.78, a current ratio of 1.14 and a quick ratio of 0.90. Amgen Inc. has a 1-year low of $261.43 and a 1-year high of $391.29.

Amgen (NASDAQ:AMGN) last released its earnings results on Tuesday, February 3rd. The medical research company reported $5.29 EPS for the quarter, beating analysts’ consensus estimates of $4.76 by $0.53. The company had revenue of $9.87 billion during the quarter, compared to the consensus estimate of $9.46 billion. Amgen had a return on equity of 148.37% and a net margin of 20.98%.Amgen’s quarterly revenue was up 8.6% compared to the same quarter last year. During the same quarter last year, the company earned $5.31 earnings per share. Amgen has set its FY 2026 guidance at 21.600-23.000 EPS. As a group, sell-side analysts forecast that Amgen Inc. will post 20.62 EPS for the current fiscal year.

Amgen Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 15th will be paid a $2.52 dividend. The ex-dividend date is Friday, May 15th. This represents a $10.08 annualized dividend and a dividend yield of 2.7%. Amgen’s dividend payout ratio (DPR) is 70.84%.

Amgen News Summary

Here are the key news stories impacting Amgen this week:

• Positive Sentiment: Amgen’s recent quarter beat revenue and EPS estimates and management issued FY‑2026 EPS guidance, which supports the buy thesis and helped lift sentiment. Why Is Amgen (AMGN) Up 3.6% Since Last Earnings Report?
• Positive Sentiment: The board declared a $2.52 quarterly dividend (ex‑dividend May 15), reinforcing shareholder returns and supporting income‑oriented demand for the stock. AMGEN ANNOUNCES 2026 SECOND QUARTER DIVIDEND
• Neutral Sentiment: Amgen will present at the Leerink Partners 2026 Global Healthcare Conference (Mar 11). The fireside chat with the CFO and rare‑disease head could provide more detail on pipeline priorities and capital allocation — a potential catalyst depending on the tone. AMGEN TO PRESENT AT THE LEERINK PARTNERS 2026 GLOBAL HEALTHCARE CONFERENCE
• Neutral Sentiment: Short‑interest data reported for early March appears to show no meaningful short position (entries list zeros/NaN), which suggests short sellers are not a large immediate pressure point — note the data may reflect reporting quirks.
• Negative Sentiment: Amgen and partner Kyowa Kirin halted all rocatinlimab trials after safety signals linking OX40 pathway modulation to malignancies. Losing a late‑stage immunology asset is a clear pipeline setback and could reduce upside from future launches. Amgen Faces Rocatinlimab Halt And Rethinks Pipeline And Capital Priorities
• Negative Sentiment: Senate Democrats are pressing pharma companies over pricing deals tied to the prior administration, raising the risk of increased political and regulatory scrutiny that could pressure margins or pricing for large biopharma firms including Amgen. Pharma giants pressed by Senate Democrats over Trump pricing deals
• Negative Sentiment: At least one analyst piece has downgraded the stock to a “hold” / advised waiting for a better entry point, signaling some caution on valuation after the recent run. Amgen: Wait For A Better Entry Point (Rating Downgrade)

Analyst Ratings Changes

AMGN has been the topic of a number of analyst reports. Royal Bank Of Canada lifted their price objective on shares of Amgen from $335.00 to $360.00 and gave the company an “outperform” rating in a research report on Wednesday, February 4th. Truist Financial upped their price objective on shares of Amgen from $318.00 to $319.00 and gave the stock a “hold” rating in a research report on Thursday, January 8th. Freedom Capital cut shares of Amgen from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 12th. Mizuho lifted their target price on shares of Amgen from $280.00 to $295.00 and gave the company an “outperform” rating in a report on Tuesday, February 10th. Finally, Sanford C. Bernstein lowered shares of Amgen from an “outperform” rating to a “market perform” rating and set a $335.00 price target on the stock. in a research note on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $354.17.

Amgen Profile

Amgen Inc (NASDAQ: AMGN) is a global biotechnology company founded in 1980 and headquartered in Thousand Oaks, California. The company focuses on discovering, developing, manufacturing and delivering human therapeutics that address serious illnesses. Amgen’s work centers on biologic medicines derived from cellular and molecular biology, with an emphasis on translating advances in human genetics and protein science into therapies for patients.

Amgen’s commercial portfolio has historically included biologics used in oncology, supportive care, nephrology, bone health and cardiovascular disease.