Amgen Inc. $AMGN Shares Sold by Gouws Capital LLC

Gouws Capital LLC lowered its holdings in Amgen Inc. (NASDAQ:AMGN) by 41.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,795 shares of the medical research company’s stock after selling 5,610 shares during the quarter. Amgen accounts for 1.3% of Gouws Capital LLC’s holdings, making the stock its 21st biggest position. Gouws Capital LLC’s holdings in Amgen were worth $2,551,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in AMGN. Brighton Jones LLC grew its position in Amgen by 23.5% during the fourth quarter. Brighton Jones LLC now owns 27,468 shares of the medical research company’s stock valued at $7,159,000 after buying an additional 5,226 shares during the period. Sivia Capital Partners LLC grew its position in Amgen by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,186 shares of the medical research company’s stock valued at $331,000 after buying an additional 114 shares during the period. Schnieders Capital Management LLC. grew its position in Amgen by 29.3% during the second quarter. Schnieders Capital Management LLC. now owns 25,859 shares of the medical research company’s stock valued at $7,220,000 after buying an additional 5,853 shares during the period. Main Street Financial Solutions LLC grew its position in Amgen by 11.3% during the second quarter. Main Street Financial Solutions LLC now owns 4,086 shares of the medical research company’s stock valued at $1,141,000 after buying an additional 416 shares during the period. Finally, Ieq Capital LLC grew its position in Amgen by 5.1% during the second quarter. Ieq Capital LLC now owns 54,152 shares of the medical research company’s stock valued at $15,120,000 after buying an additional 2,611 shares during the period. Institutional investors and hedge funds own 76.50% of the company’s stock.

Key Stories Impacting Amgen

Here are the key news stories impacting Amgen this week:

• Positive Sentiment: Q1 results beat expectations — AMGN reported $5.15 EPS vs. $4.73 consensus and product sales rose ~4%, with 16 drugs delivering double‑digit growth, supporting the company’s growth story. Amgen’s Q1 Earnings Top Estimates
• Positive Sentiment: Bullish analyst action — Goldman Sachs reiterated a Buy and lifted its price target to $425, signaling long‑term upside from execution and pipeline momentum. Goldman Sachs Raises PT to $425
• Positive Sentiment: Other supportive analyst notes — Some firms (e.g., William Blair) reiterated Buy ratings after the quarter, highlighting confidence in the MariTide/weight‑loss program and execution. Analyst Reiterates Buy
• Neutral Sentiment: Guidance set but roughly in line — Amgen updated FY‑2026 EPS guidance to $21.70–$23.10 (consensus ~22.29), which many read as broadly in‑line rather than materially bullish. Amgen FY2026 Guidance (press release/slide)
• Neutral Sentiment: Small, mixed analyst target moves — Truist nudged its target to $327 with a Hold rating (minimal change), leaving some investors watching for clearer directional signals. Truist Raises PT to $327
• Negative Sentiment: FDA action risk — The FDA proposed withdrawing Tavneos approval after alleging clinical‑trial data issues, raising regulatory, compliance and reputational concerns that can pressure the stock. FDA Tavneos Proposal Coverage
• Negative Sentiment: Investor apprehension over strategy/timing — Some market commentary framed the quarter as “generally in‑line” and expressed concern about Amgen’s aggressive push into obesity (MariTide) and the near‑term profit impact, contributing to selling pressure. Investor Reaction to MariTide Expansion

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. The Goldman Sachs Group raised their price target on shares of Amgen from $415.00 to $425.00 and gave the company a “buy” rating in a research report on Friday. Leerink Partners restated a “market perform” rating and set a $355.00 price target on shares of Amgen in a research report on Thursday, March 5th. Mizuho raised their price target on shares of Amgen from $280.00 to $295.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. Guggenheim raised their price target on shares of Amgen from $347.00 to $351.00 and gave the company a “neutral” rating in a research report on Thursday, April 9th. Finally, Wells Fargo & Company raised their price target on shares of Amgen from $375.00 to $390.00 and gave the company an “equal weight” rating in a research report on Thursday, March 19th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $357.54.

Amgen Price Performance

Shares of NASDAQ AMGN opened at $329.82 on Monday. The company’s 50-day simple moving average is $358.07 and its 200-day simple moving average is $341.12. Amgen Inc. has a 52-week low of $261.43 and a 52-week high of $391.29. The firm has a market cap of $178.00 billion, a price-to-earnings ratio of 22.95, a price-to-earnings-growth ratio of 3.24 and a beta of 0.44. The company has a quick ratio of 0.90, a current ratio of 1.26 and a debt-to-equity ratio of 5.65.

Amgen (NASDAQ:AMGN) last announced its earnings results on Thursday, April 30th. The medical research company reported $5.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.77 by $0.38. Amgen had a net margin of 20.96% and a return on equity of 137.41%. The business had revenue of $8.62 billion for the quarter, compared to analyst estimates of $8.58 billion. During the same quarter last year, the business earned $4.90 earnings per share. The company’s revenue for the quarter was up 5.8% compared to the same quarter last year. Amgen has set its FY 2026 guidance at 21.700-23.100 EPS. Equities analysts predict that Amgen Inc. will post 22.28 EPS for the current fiscal year.

Amgen Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 15th will be given a $2.52 dividend. The ex-dividend date is Friday, May 15th. This represents a $10.08 annualized dividend and a dividend yield of 3.1%. Amgen’s dividend payout ratio (DPR) is 70.84%.

About Amgen

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.