Amgen Inc. $AMGN Shares Acquired by Guardian Capital LP

Guardian Capital LP grew its holdings in Amgen Inc. (NASDAQ:AMGN) by 7.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,366 shares of the medical research company’s stock after acquiring an additional 1,753 shares during the period. Guardian Capital LP’s holdings in Amgen were worth $7,158,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in AMGN. Vanguard Group Inc. boosted its holdings in Amgen by 0.3% in the third quarter. Vanguard Group Inc. now owns 53,876,851 shares of the medical research company’s stock valued at $15,204,047,000 after purchasing an additional 165,281 shares during the last quarter. State Street Corp grew its position in Amgen by 0.6% during the 2nd quarter. State Street Corp now owns 29,357,026 shares of the medical research company’s stock worth $8,196,775,000 after purchasing an additional 177,035 shares during the period. Geode Capital Management LLC raised its stake in shares of Amgen by 2.3% during the 2nd 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 buying an additional 291,271 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of Amgen by 5.6% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 12,893,677 shares of the medical research company’s stock valued at $3,600,043,000 after buying an additional 687,735 shares during the period. Finally, Laurel Wealth Advisors LLC lifted its holdings in shares of Amgen by 27,765.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,700,621 shares of the medical research company’s stock valued at $1,870,880,000 after buying an additional 6,676,575 shares during the period. Hedge funds and other institutional investors own 76.50% of the company’s stock.

Amgen Stock Performance

NASDAQ AMGN opened at $369.53 on Friday. The stock has a market capitalization of $199.20 billion, a price-to-earnings ratio of 25.97, a PEG ratio of 3.65 and a beta of 0.45. Amgen Inc. has a twelve month low of $261.43 and a twelve month high of $391.29. The company has a current ratio of 1.14, a quick ratio of 0.90 and a debt-to-equity ratio of 5.78. The stock has a 50-day moving average of $353.26 and a 200 day moving average of $322.43.

Amgen (NASDAQ:AMGN) last issued its quarterly earnings data on Tuesday, February 3rd. The medical research company reported $5.29 EPS for the quarter, beating the consensus estimate of $4.76 by $0.53. The company had revenue of $9.87 billion for the quarter, compared to analyst estimates 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 period last year, the company earned $5.31 earnings per share. Amgen has set its FY 2026 guidance at 21.600-23.000 EPS. Sell-side analysts anticipate that Amgen Inc. will post 20.62 EPS for the current fiscal year.

Amgen Dividend Announcement

The business also recently declared 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 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 dividend payout ratio (DPR) is currently 70.84%.

Analysts Set New Price Targets

Several analysts recently commented on the company. Guggenheim raised their target price on Amgen from $305.00 to $347.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Erste Group Bank raised Amgen from a “hold” rating to a “buy” rating in a report on Friday, December 5th. DZ Bank raised their price objective on shares of Amgen from $335.00 to $364.00 in a research note on Monday, November 10th. Leerink Partners reaffirmed a “market perform” rating and set a $355.00 target price on shares of Amgen in a report on Thursday. Finally, Sanford C. Bernstein cut shares of Amgen from an “outperform” rating to a “market perform” rating and set a $335.00 target price for the company. in a research note on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Amgen presently has a consensus rating of “Hold” and an average price target of $354.17.

Amgen News Roundup

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 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.