QRG Capital Management Inc. raised its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 9.5% in the fourth quarter, HoldingsChannel reports. The fund owned 419,909 shares of the company’s stock after purchasing an additional 36,295 shares during the period. QRG Capital Management Inc.’s holdings in Merck & Co., Inc. were worth $44,200,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors also recently bought and sold shares of the stock. Hidden Cove Wealth Management LLC acquired a new position in Merck & Co., Inc. in the fourth quarter valued at approximately $230,000. Pinnacle Wealth Management Advisory Group LLC lifted its holdings in Merck & Co., Inc. by 12.9% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 56,488 shares of the company’s stock valued at $5,946,000 after acquiring an additional 6,438 shares during the period. Headinvest LLC lifted its holdings in Merck & Co., Inc. by 23.7% in the fourth quarter. Headinvest LLC now owns 15,998 shares of the company’s stock valued at $1,684,000 after acquiring an additional 3,062 shares during the period. Truist Financial Corp lifted its holdings in Merck & Co., Inc. by 23.9% in the fourth quarter. Truist Financial Corp now owns 2,048,821 shares of the company’s stock valued at $215,659,000 after acquiring an additional 395,679 shares during the period. Finally, Bellecapital International Ltd. lifted its position in shares of Merck & Co., Inc. by 3.7% during the 4th quarter. Bellecapital International Ltd. now owns 3,024 shares of the company’s stock valued at $318,000 after buying an additional 109 shares in the last quarter. 76.07% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Merck & Co., Inc.
Here are the key news stories impacting Merck & Co., Inc. this week:
- Positive Sentiment: Q1 results beat expectations — revenue of $16.29B, EPS ahead of consensus, and management maintained/raised FY‑2026 guidance and reiterated growth drivers from oncology and new launches. MRK Q1 Deep Dive
- Positive Sentiment: Pipeline and M&A boost long‑term thesis — recent FDA approval of the HIV regimen IDVYNSO, KEYTRUDA priority reviews and the Terns acquisition (adds TERN‑701) support upside beyond Keytruda. Analysts and bulls point to these as offsetting Patent risks. Pipeline & Terns Acquisition
- Positive Sentiment: Analyst and media support — major firms (Wells Fargo, BMO) reaffirm buy ratings and commentators such as Jim Cramer highlighted the quarter as a turning point, which helps sentiment. Wells Fargo Buy Rating BMO Buy Rating Jim Cramer on MRK
- Neutral Sentiment: Institutional commentary — Baron Capital highlighted MRK in its Q1 letter as an investment case, reflecting continued institutional interest but not immediate catalyst. Baron Capital Letter
- Negative Sentiment: Technical/price risk — chart analysts flag a confirmed double‑top breakdown and moving‑average resistance that could open a deeper correction, increasing short‑term downside risk despite fundamentals. Double Top Technical Risk
- Negative Sentiment: Sector rotation and shorter‑term profit‑taking — some sell pressure in pharma after strong earnings days for the sector has weighed on MRK intermittently, tempering the rally. Sector Sentiment Note
Merck & Co., Inc. Stock Up 0.8%
Merck & Co., Inc. (NYSE:MRK – Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported ($1.28) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($1.47) by $0.19. Merck & Co., Inc. had a return on equity of 26.84% and a net margin of 13.59%.The business had revenue of $16.29 billion during the quarter, compared to the consensus estimate of $15.85 billion. During the same period last year, the company earned $2.22 EPS. The company’s revenue for the quarter was up 4.9% on a year-over-year basis. Merck & Co., Inc. has set its FY 2026 guidance at 5.040-5.160 EPS. As a group, equities analysts forecast that Merck & Co., Inc. will post 4.9 EPS for the current year.
Analysts Set New Price Targets
A number of research analysts have recently issued reports on the company. Zacks Research upgraded Merck & Co., Inc. from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 17th. Citigroup increased their target price on Merck & Co., Inc. from $120.00 to $125.00 and gave the company a “neutral” rating in a research report on Friday, March 20th. Wolfe Research upgraded Merck & Co., Inc. from a “peer perform” rating to an “outperform” rating and set a $135.00 target price on the stock in a research report on Thursday, January 8th. TD Cowen increased their target price on Merck & Co., Inc. from $100.00 to $120.00 and gave the company a “hold” rating in a research report on Tuesday, January 20th. Finally, JPMorgan Chase & Co. increased their target price on Merck & Co., Inc. from $125.00 to $135.00 and gave the company an “overweight” rating in a research report on Monday, April 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $128.18.
Read Our Latest Research Report on MRK
Insiders Place Their Bets
In related news, EVP Jennifer Zachary sold 121,573 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $119.15, for a total transaction of $14,485,422.95. Following the completion of the sale, the executive vice president directly owned 68,916 shares of the company’s stock, valued at approximately $8,211,341.40. This trade represents a 63.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Richard R. Deluca sold 37,685 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $120.92, for a total value of $4,556,870.20. Following the sale, the executive vice president directly owned 160,174 shares of the company’s stock, valued at $19,368,240.08. The trade was a 19.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 320,176 shares of company stock worth $38,281,735. 0.17% of the stock is currently owned by company insiders.
Merck & Co., Inc. Company Profile
Merck & Co, Inc is a global biopharmaceutical company engaged in the discovery, development, manufacture and marketing of prescription medicines, vaccines, biologic therapies and animal health products. Its portfolio spans multiple therapeutic areas with a particular emphasis on oncology, vaccines and infectious disease, as well as therapies for metabolic and chronic conditions. Among its well-known products are the cancer immunotherapy Keytruda (pembrolizumab) and the human papillomavirus vaccine Gardasil; the company also markets a range of medicines and vaccines for veterinary use through Merck Animal Health.
Founded in the late 19th century as the U.S.
See Also
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