Natixis Advisors LLC Increases Stock Holdings in Amgen Inc. $AMGN

Natixis Advisors LLC raised its position in shares of Amgen Inc. (NASDAQ:AMGN) by 0.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 341,057 shares of the medical research company’s stock after purchasing an additional 2,403 shares during the quarter. Natixis Advisors LLC owned 0.06% of Amgen worth $96,246,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Legacy Investment Solutions LLC bought a new stake in Amgen during the second quarter valued at approximately $27,000. Evelyn Partners Investment Management LLP purchased a new stake in Amgen during the second quarter valued at approximately $32,000. Howard Hughes Medical Institute bought a new position in Amgen in the second quarter worth approximately $32,000. Cloud Capital Management LLC bought a new position in Amgen in the third quarter worth approximately $34,000. Finally, AXS Investments LLC purchased a new position in shares of Amgen during the 3rd quarter worth $42,000. Hedge funds and other institutional investors own 76.50% of the company’s stock.

Key Amgen News

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)

Amgen Stock Up 0.5%

Shares of AMGN stock opened at $369.53 on Monday. The company’s fifty day simple moving average is $353.26 and its two-hundred day simple moving average is $322.80. Amgen Inc. has a 52 week low of $261.43 and a 52 week high of $391.29. The stock has a market cap of $199.20 billion, a P/E ratio of 25.97, a PEG ratio of 3.67 and a beta of 0.45. The company has a quick ratio of 0.90, a current ratio of 1.14 and a debt-to-equity ratio of 5.78.

Amgen (NASDAQ:AMGN) last issued its earnings results on Tuesday, February 3rd. The medical research company reported $5.29 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.76 by $0.53. The firm had revenue of $9.87 billion for the quarter, compared to analysts’ expectations of $9.46 billion. Amgen had a return on equity of 148.37% and a net margin of 20.98%.The business’s revenue was up 8.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.31 earnings per share. Amgen has set its FY 2026 guidance at 21.600-23.000 EPS. Analysts predict that Amgen Inc. will post 20.62 EPS for the current fiscal year.

Amgen Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 15th will be paid a $2.52 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $10.08 dividend on an annualized basis and a yield of 2.7%. Amgen’s payout ratio is presently 70.84%.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Cantor Fitzgerald boosted their price objective on shares of Amgen from $315.00 to $350.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. UBS Group raised their target price on Amgen from $380.00 to $390.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Morgan Stanley lifted their target price on Amgen from $304.00 to $309.00 and gave the company an “equal weight” rating in a research report on Wednesday, February 4th. Weiss Ratings reissued a “buy (b)” rating on shares of Amgen in a report on Monday, December 29th. Finally, TD Cowen restated a “buy” rating on shares of Amgen in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $354.17.

Amgen Company 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.