Chesley Taft & Associates LLC boosted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 9.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 60,485 shares of the company’s stock after acquiring an additional 5,213 shares during the quarter. Chesley Taft & Associates LLC’s holdings in Merck & Co., Inc. were worth $6,367,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Darwin Wealth Management LLC raised its stake in Merck & Co., Inc. by 237.4% in the 3rd quarter. Darwin Wealth Management LLC now owns 307 shares of the company’s stock valued at $26,000 after acquiring an additional 216 shares during the period. Kilter Group LLC acquired a new stake in Merck & Co., Inc. during the 2nd quarter valued at $27,000. Barnes Dennig Private Wealth Management LLC boosted its position in Merck & Co., Inc. by 302.3% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 354 shares of the company’s stock worth $30,000 after purchasing an additional 266 shares during the period. Bare Financial Services Inc boosted its position in Merck & Co., Inc. by 51.9% during the second quarter. Bare Financial Services Inc now owns 366 shares of the company’s stock worth $29,000 after purchasing an additional 125 shares during the period. Finally, United Financial Planning Group LLC acquired a new position in shares of Merck & Co., Inc. in the third quarter valued at $31,000. Institutional investors own 76.07% of the company’s stock.
Wall Street Analyst Weigh In
Several equities analysts have recently weighed in on the stock. Guggenheim increased their price objective on shares of Merck & Co., Inc. from $122.00 to $140.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Royal Bank Of Canada assumed coverage on shares of Merck & Co., Inc. in a report on Wednesday, February 25th. They set an “outperform” rating and a $142.00 target price for the company. UBS Group increased their price target on shares of Merck & Co., Inc. from $105.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Citigroup raised their price objective on shares of Merck & Co., Inc. from $120.00 to $125.00 and gave the stock a “neutral” rating in a research report on Friday, March 20th. Finally, Barclays initiated coverage on Merck & Co., Inc. in a report on Friday, February 20th. They set an “overweight” rating and a $140.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, Merck & Co., Inc. currently has an average rating of “Moderate Buy” and a consensus target price of $127.13.
Merck & Co., Inc. Stock Up 0.7%
MRK stock opened at $119.77 on Friday. Merck & Co., Inc. has a fifty-two week low of $73.31 and a fifty-two week high of $125.14. The company has a debt-to-equity ratio of 0.89, a current ratio of 1.54 and a quick ratio of 1.30. The stock has a market capitalization of $296.13 billion, a price-to-earnings ratio of 16.45, a PEG ratio of 2.31 and a beta of 0.27. The business’s fifty day moving average price is $116.65 and its two-hundred day moving average price is $101.93.
Merck & Co., Inc. (NYSE:MRK – Get Free Report) last announced its earnings results on Tuesday, February 3rd. The company reported $2.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.01 by $0.03. Merck & Co., Inc. had a net margin of 28.08% and a return on equity of 44.57%. The company had revenue of $16.40 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same quarter in the previous year, the business posted $1.72 earnings per share. Merck & Co., Inc.’s quarterly revenue was up 5.0% on a year-over-year basis. Merck & Co., Inc. has set its FY 2026 guidance at 5.000-5.150 EPS. On average, equities analysts anticipate that Merck & Co., Inc. will post 9.01 earnings per share for the current year.
Merck & Co., Inc. Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 7th. Shareholders of record on Monday, March 16th will be paid a $0.85 dividend. The ex-dividend date is Monday, March 16th. This represents a $3.40 annualized dividend and a yield of 2.8%. Merck & Co., Inc.’s payout ratio is 46.70%.
Key Merck & Co., Inc. News
Here are the key news stories impacting Merck & Co., Inc. this week:
- Positive Sentiment: Merck announced a US$6.7B acquisition of Terns Pharmaceuticals to add TERN-701 (an investigational oral CML therapy) to its oncology/hematology pipeline—a clear move to build revenue and R&D options ahead of Keytruda’s planned 2028 exclusivity loss. Merck Targets Post Keytruda Future With US$6.7b Terns Acquisition
- Positive Sentiment: RBC reiterated an Outperform and kept a $142 price target after Merck’s Terns call, signaling sell‑side support for the strategy despite questions about the transaction premium. RBC Reiterates Merck (MRK) Outperform
- Positive Sentiment: Agilent won FDA approval for the PD‑L1 22C3 companion diagnostic in esophageal/GEJ carcinoma, which can help identify patients for Keytruda treatment—supportive for near‑term uptake in that indication. Agilent receives FDA approval for PD-L1 1HC 22C3 pharmDx
- Positive Sentiment: High-profile bullish commentary (e.g., Jim Cramer) and option/trade ideas targeting MRK indicate elevated investor interest and constructive conviction in Merck as a defensive large‑cap pharma. Jim Cramer on Merck & Co.
- Neutral Sentiment: Analyst model tweaks are minor: Erste marginally raised FY2026 EPS estimates (from $5.12 to $5.13), reflecting limited near‑term changes to consensus earnings expectations. MarketBeat analyst update
- Neutral Sentiment: Coverage pieces note Merck has outperformed recently (stock up ~50% over six months); some articles offer tactical trade ideas (options/covered calls) that reflect market momentum rather than fundamental shifts. Merck Stock Soars 50% in 6 Months
- Negative Sentiment: Keytruda’s planned 2028 loss of exclusivity remains the central long‑term risk—analysts and articles stress patent cliff exposure and some weak vaccine sales, which temper valuation upside. Zacks: Merck Stock Soars 50% in 6 Months
- Negative Sentiment: The proposed Terns transaction may face rival interest and is the subject of a shareholder‑lawyer investigation (Kahn Swick & Foti), introducing deal execution, regulatory and legal risk that could delay or change terms. MSN: Merck’s Terns acquisition may face rival interest BusinessWire: KSF Investigation
Insider Transactions at Merck & Co., Inc.
In other Merck & Co., Inc. news, CMO Chirfi Guindo sold 10,000 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $118.41, for a total transaction of $1,184,100.00. Following the transaction, the chief marketing officer owned 70,615 shares in the company, valued at $8,361,522.15. This represents a 12.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Richard R. Deluca sold 37,685 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $120.92, for a total transaction of $4,556,870.20. Following the transaction, the executive vice president directly owned 160,174 shares in the company, valued at $19,368,240.08. This represents a 19.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 320,176 shares of company stock worth $38,281,735. Company insiders own 0.13% of the company’s stock.
Merck & Co., Inc. Profile
Merck & Co, Inc is a global biopharmaceutical company engaged in the discovery, development, manufacture and marketing of prescription medicines, vaccines, biologic therapies and animal health products. Its portfolio spans multiple therapeutic areas with a particular emphasis on oncology, vaccines and infectious disease, as well as therapies for metabolic and chronic conditions. Among its well-known products are the cancer immunotherapy Keytruda (pembrolizumab) and the human papillomavirus vaccine Gardasil; the company also markets a range of medicines and vaccines for veterinary use through Merck Animal Health.
Founded in the late 19th century as the U.S.
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