Vinva Investment Management Ltd Increases Holdings in Amgen Inc. $AMGN

Vinva Investment Management Ltd lifted its holdings in shares of Amgen Inc. (NASDAQ:AMGN) by 21.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,908 shares of the medical research company’s stock after purchasing an additional 7,958 shares during the period. Vinva Investment Management Ltd’s holdings in Amgen were worth $12,303,000 at the end of the most recent reporting period.

Several other institutional investors also recently added to or reduced their stakes in AMGN. Brighton Jones LLC grew its position in shares of Amgen by 23.5% during the 4th quarter. Brighton Jones LLC now owns 27,468 shares of the medical research company’s stock valued at $7,159,000 after acquiring an additional 5,226 shares during the period. Sivia Capital Partners LLC raised its holdings in shares of Amgen by 10.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,186 shares of the medical research company’s stock worth $331,000 after purchasing an additional 114 shares during the period. Schnieders Capital Management LLC. raised its holdings in shares of Amgen by 29.3% in the 2nd quarter. Schnieders Capital Management LLC. now owns 25,859 shares of the medical research company’s stock worth $7,220,000 after purchasing an additional 5,853 shares during the period. Atlantic Union Bankshares Corp lifted its stake in Amgen by 165.0% in the second quarter. Atlantic Union Bankshares Corp now owns 10,643 shares of the medical research company’s stock valued at $2,972,000 after purchasing an additional 6,627 shares during the last quarter. Finally, Walkner Condon Financial Advisors LLC grew its holdings in Amgen by 8.4% during the second quarter. Walkner Condon Financial Advisors LLC now owns 933 shares of the medical research company’s stock valued at $261,000 after purchasing an additional 72 shares during the period. 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)

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on AMGN. Argus raised their target price on Amgen from $360.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Morgan Stanley increased their price target on Amgen from $304.00 to $309.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. UBS Group lifted 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. The Goldman Sachs Group boosted their price objective on Amgen from $403.00 to $415.00 and gave the company a “buy” rating in a research note on Wednesday, February 4th. Finally, Rothschild & Co Redburn upped their price objective on shares of Amgen from $180.00 to $200.00 and gave the company a “sell” rating in a report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Amgen presently has an average rating of “Hold” and an average target price of $354.17.

Amgen Price Performance

Amgen stock opened at $369.53 on Friday. The firm has a market capitalization of $199.20 billion, a P/E ratio of 25.97, a PEG ratio of 3.67 and a beta of 0.45. Amgen Inc. has a one year low of $261.43 and a one year high of $391.29. The company has a debt-to-equity ratio of 5.78, a current ratio of 1.14 and a quick ratio of 0.90. The business has a fifty day moving average price of $353.26 and a 200-day moving average price of $322.62.

Amgen (NASDAQ:AMGN) last released its quarterly earnings data on Tuesday, February 3rd. The medical research company reported $5.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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%.The firm’s revenue for the quarter was up 8.6% compared to the same quarter last year. During the same period in the previous year, the company posted $5.31 EPS. Amgen has set its FY 2026 guidance at 21.600-23.000 EPS. As a group, equities research analysts forecast that Amgen Inc. will post 20.62 EPS for the current year.

Amgen Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 15th will be given a dividend of $2.52 per share. The ex-dividend date is Friday, May 15th. This represents a $10.08 annualized dividend and a dividend yield of 2.7%. Amgen’s dividend payout ratio is currently 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.