Towarzystwo Funduszy Inwestycyjnych PZU SA Lowers Position in Amgen Inc. $AMGN

Towarzystwo Funduszy Inwestycyjnych PZU SA lessened its holdings in shares of Amgen Inc. (NASDAQ:AMGN) by 26.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,935 shares of the medical research company’s stock after selling 1,750 shares during the quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in Amgen were worth $1,393,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Evelyn Partners Investment Management LLP purchased a new stake in Amgen in the second quarter valued at approximately $32,000. Howard Hughes Medical Institute purchased a new position in Amgen in the 2nd quarter worth approximately $32,000. Cloud Capital Management LLC bought a new position in shares of Amgen in the 3rd quarter worth $34,000. AXS Investments LLC bought a new position in shares of Amgen in the 3rd quarter worth $42,000. Finally, Winnow Wealth LLC purchased a new stake in shares of Amgen during the 3rd quarter valued at $47,000. 76.50% of the stock is currently owned by institutional investors.

Amgen Price Performance

AMGN stock opened at $366.21 on Friday. The firm has a market cap of $197.41 billion, a P/E ratio of 25.74, a P/E/G ratio of 3.65 and a beta of 0.45. The firm’s fifty day moving average is $357.73 and its 200 day moving average is $325.17. Amgen Inc. has a 52 week low of $261.43 and a 52 week high of $391.29. The company has a debt-to-equity ratio of 5.78, a quick ratio of 0.90 and a current ratio of 1.14.

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

Amgen Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 15th will be issued a dividend of $2.52 per share. The ex-dividend date is Friday, May 15th. This represents a $10.08 annualized dividend and a yield of 2.8%. Amgen’s dividend payout ratio is currently 70.84%.

Amgen News Summary

Here are the key news stories impacting Amgen this week:

• Positive Sentiment: Amgen will add medicines to the TrumpRx prescription site, which could expand patient access and volume for listed products if uptake follows; this is a near-term distribution win. GSK and Amgen to add medicines to TrumpRx, Fox Business reports
• Positive Sentiment: Product momentum — coverage highlights MariTide and osteoporosis treatments as sales drivers that have helped fuel recent rallies, supporting revenue growth expectations. Amgen: MariTide And Osteoporosis Sales Fuel The Rally
• Positive Sentiment: Institutional demand: Amgen is a notable holding in income-oriented funds, which supports steady shareholder demand given its long dividend track record. Starbucks, Amgen, and CVS Help This Income Fund Shine
• Positive Sentiment: Operational tie-ins: Rapid Micro Biosystems notes Amgen’s expansion of its Growth Direct system rollout — a small but constructive signal of ongoing manufacturing/capacity investments. Rapid Micro Biosystems Reports Record Fourth Quarter and Full Year 2025 Financial Results and Provides 2026 Guidance
• Neutral Sentiment: Analyst action: Jefferies issued a Hold on AMGN, a neutral rating that can dampen upside momentum vs. more bullish calls. Amgen (NASDAQ:AMGN) Earns Hold Rating from Analysts at Jefferies Financial Group
• Neutral Sentiment: Press roundups: Amgen appears in broader mega-cap watchlists and industry write-ups — visibility is high but these pieces are more contextual than catalytic. 2 Mega-Cap Stocks to Keep an Eye On and 1 Facing Headwinds
• Negative Sentiment: Dividend/valuation concerns: Independent analysis flags high debt levels, weaker risk-adjusted returns and questions around dividend attractiveness at current prices — these are potential longer‑term headwinds for the stock’s re-rating. Dividend Stock Analysis – Amgen, Inc.

Wall Street Analyst Weigh In

AMGN has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Amgen from $285.00 to $295.00 and gave the stock a “hold” rating in a report on Thursday, February 5th. Jefferies Financial Group began coverage on Amgen in a research report on Tuesday. They set a “hold” rating and a $350.00 price target on the stock. Freedom Capital lowered Amgen from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 12th. UBS Group upped their price objective on Amgen from $380.00 to $390.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Finally, The Goldman Sachs Group increased their price objective on Amgen from $403.00 to $415.00 and gave the company a “buy” rating in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $354.00.

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.