Amgen Inc. $AMGN Shares Sold by Erste Asset Management GmbH

Erste Asset Management GmbH lowered its position in shares of Amgen Inc. (NASDAQ:AMGN) by 21.6% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 92,162 shares of the medical research company’s stock after selling 25,403 shares during the quarter. Erste Asset Management GmbH’s holdings in Amgen were worth $25,269,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Laurel Wealth Advisors LLC grew its stake in 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 buying an additional 6,676,575 shares during the period. Norges Bank purchased a new stake in Amgen during the 2nd quarter worth $1,663,726,000. Vanguard Group Inc. increased its holdings in Amgen by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 53,711,570 shares of the medical research company’s stock valued at $14,996,807,000 after purchasing an additional 841,117 shares in the last quarter. Charles Schwab Investment Management Inc. raised its position in Amgen by 5.6% in the second 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 purchasing an additional 687,735 shares during the period. Finally, Panagora Asset Management Inc. lifted its stake in shares of Amgen by 367.4% during the second quarter. Panagora Asset Management Inc. now owns 490,457 shares of the medical research company’s stock worth $136,940,000 after purchasing an additional 385,517 shares in the last quarter. Hedge funds and other institutional investors own 76.50% of the company’s stock.

Analyst Upgrades and Downgrades

AMGN has been the subject of a number of recent research reports. Rothschild & Co Redburn increased their target price on Amgen from $180.00 to $200.00 and gave the company a “sell” rating in a research note on Wednesday, February 18th. Citigroup upped their price target on Amgen from $315.00 to $345.00 and gave the stock a “neutral” rating in a report on Wednesday, February 4th. Mizuho lifted their price objective on shares of Amgen from $280.00 to $295.00 and gave the company an “outperform” rating in a research note on Tuesday, February 10th. DZ Bank upped their target price on shares of Amgen from $335.00 to $364.00 in a research note on Monday, November 10th. Finally, Deutsche Bank Aktiengesellschaft raised their price target on shares of Amgen from $285.00 to $295.00 and gave the company a “hold” rating in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Amgen has an average rating of “Moderate Buy” and a consensus price target of $351.76.

Key Stories Impacting Amgen

Here are the key news stories impacting Amgen this week:

• Positive Sentiment: Amgen hit an all-time intraday high, reflecting strong investor demand and momentum that likely supported upward price pressure earlier in the session. Amgen stock hits all-time high
• Positive Sentiment: Amgen is featured in dividend-stock roundup articles, which can attract long-term income-focused buyers and support demand for shares given its yield and payout profile. Got $10,000? Put It in These Dividend Stocks Now
• Neutral Sentiment: Commentary pieces note Amgen has outpaced the Dow over the past year, providing a positive performance backdrop — but analysts remain cautious, suggesting upside may be tempered by valuation and execution risks. Is Amgen Stock Outperforming the Dow?
• Neutral Sentiment: Legislative risk: S.3847 (Stop Corporate Inversions Act of 2026) was flagged as potentially relevant to multinationals including AMGN; the bill would tighten rules around inversion tax treatment — a longer-term policy item to monitor but not an immediate earnings driver. Stop Corporate Inversions Act of 2026
• Neutral Sentiment: Reported spikes in short interest appear in the feed but show zero shares/NaN in the figures — this looks like a data or reporting error rather than a meaningful change in positioning; still worth checking official exchange short-interest releases for confirmation.
• Negative Sentiment: A small institutional holder (Bradley Foster & Sargent) trimmed its position (~1,336 shares), a minor selling signal that may slightly contribute to sell-side flow but is not materially large versus Amgen’s market cap and average volume. Bradley Foster & Sargent Inc. CT Sells 1,336 Shares

Amgen Stock Down 1.3%

AMGN stock opened at $379.33 on Friday. 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 firm has a 50 day simple moving average of $347.68 and a 200-day simple moving average of $318.76. The company has a market capitalization of $204.48 billion, a P/E ratio of 26.66, a PEG ratio of 3.81 and a beta of 0.46. Amgen Inc. has a twelve month low of $261.43 and a twelve month high of $387.49.

Amgen (NASDAQ:AMGN) last posted its quarterly earnings data 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 firm had revenue of $9.87 billion for the quarter, compared to the consensus estimate of $9.46 billion. Amgen had a net margin of 20.98% and a return on equity of 148.37%. The firm’s revenue was up 8.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $5.31 EPS. Amgen has set its FY 2026 guidance at 21.600-23.000 EPS. On average, equities research analysts predict that Amgen Inc. will post 20.62 earnings per share for the current fiscal year.

Amgen Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Investors of record on Friday, February 13th will be paid a $2.52 dividend. This represents a $10.08 dividend on an annualized basis and a yield of 2.7%. This is a positive change from Amgen’s previous quarterly dividend of $2.38. The ex-dividend date is Friday, February 13th. Amgen’s payout ratio is 70.84%.

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.