Amgen Inc.

🇺🇸NASDAQ Global Select
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Amgen Inc. stock analysis AMGN overview
Bullish +65

Fort Washington Investment Advisors Inc. OH Has $32.40 Million Position ...

📈 Fort Washington Investment Advisors Inc. boosted its Amgen stake by 5.2% in Q1, adding 4,559 shares to a total holding of 92,090 shares.

💰 The position held by Fort Washington is valued at $32.4 million as of the most recent SEC disclosure.

📊 Dogwood Wealth Management increased its stake by 275% in Q4, while Anfield Capital Management raised holdings by 1,000%.

📉 SVP Nancy A. Grygiel sold 1,237 shares for $400,454 on May 4th, reducing her personal position by 15%.

💵 Amgen reported Q1 EPS of $5.15, surpassing the consensus estimate of $4.77 by $0.38.

📈 Revenue reached $8.62 billion in the quarter, exceeding the $8.58 billion consensus and growing 5.8% year-over-year.

🏥 The company maintains a high return on equity of 137.41% and a net margin of 20.96%.

📅 Amgen provided FY 2026 guidance for EPS between $21.70 and $23.10.

🎯 Analysts currently anticipate FY 2026 earnings per share to average $22.38.

🏢 Institutional investors and hedge funds collectively own 76.50% of the company's outstanding stock.

Bullish Signals
  • Amgen beat quarterly consensus estimates for both EPS ($5.15 vs $4.77) and revenue ($8.62B vs $8.58B), demonstrating strong operational execution.
  • The company achieved a robust return on equity of 137.41% and maintained a healthy net margin of 20.96%.
  • Revenue grew by 5.8% year-over-year, indicating continued demand for the company's biologic medicines in oncology and other therapeutic areas.
  • Multiple institutional investors, including Fort Washington Investment Advisors, Dogwood Wealth Management, and Anfield Capital Management, increased their stakes in the stock recently.
Risk Factors
  • SVP Nancy A. Grygiel sold a significant portion of her holdings (15% decrease) for $400,454, though insider ownership remains low at 0.85%.
  • The company's FY 2026 guidance range of $21.70-$23.10 EPS is slightly below the average analyst expectation of $22.38.
Full Analysis
Fort Washington Investment Advisors Inc. increased its stake in Amgen Inc. (NASDAQ:AMGN) by 5.2% during the first quarter, purchasing an additional 4,559 shares to hold a total position of 92,090 shares valued at $32.4 million. This move aligns with several other institutional investors who recently adjusted their holdings, including significant percentage increases from Dogwood Wealth Management, Anfield Capital Management, and Tower View Wealth Management, though these smaller firms hold negligible absolute positions. Amgen reported strong quarterly financial results released on April 30th, beating analyst expectations for both earnings per share and revenue. The company posted $5.15 EPS compared to a consensus of $4.77 and generated $8.62 billion in revenue versus an estimate of $8.58 billion. Revenue grew 5.8% year-over-year, driven by the company's focus on biologics for oncology, nephrology, and other serious illnesses. The stock has maintained a market capitalization of $193.54 billion with a P/E ratio of 24.96. While SVP Nancy A. Grygiel sold approximately $400,454 worth of shares in May, reducing her personal stake by 15%, insider ownership remains low at 0.85%. The company has provided forward guidance for FY 2026 EPS between $21.70 and $23.10, which is slightly below the average analyst expectation of $22.38.