Mizuho Markets Cayman LP Has $138.41 Million Stock Position in Amgen Inc. $AMGN

Mizuho Markets Cayman LP increased its stake in shares of Amgen Inc. (NASDAQ:AMGN) by 1.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 490,470 shares of the medical research company’s stock after acquiring an additional 4,823 shares during the period. Amgen accounts for about 6.9% of Mizuho Markets Cayman LP’s holdings, making the stock its 4th largest position. Mizuho Markets Cayman LP’s holdings in Amgen were worth $138,411,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. boosted its position in Amgen by 0.3% during the third quarter. Vanguard Group Inc. now owns 53,876,851 shares of the medical research company’s stock worth $15,204,047,000 after purchasing an additional 165,281 shares during the period. State Street Corp raised its position in shares of Amgen by 0.6% in the second quarter. State Street Corp now owns 29,357,026 shares of the medical research company’s stock valued at $8,196,775,000 after purchasing an additional 177,035 shares during the period. Capital International Investors raised its position in shares of Amgen by 1.5% in the third quarter. Capital International Investors now owns 19,192,995 shares of the medical research company’s stock valued at $5,414,296,000 after purchasing an additional 282,219 shares during the period. Capital World Investors lifted its stake in shares of Amgen by 11.5% in the third quarter. Capital World Investors now owns 18,795,474 shares of the medical research company’s stock worth $5,303,578,000 after buying an additional 1,935,876 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its holdings in shares of Amgen by 5.6% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 12,893,677 shares of the medical research company’s stock worth $3,600,043,000 after buying an additional 687,735 shares during the period. 76.50% of the stock is owned by institutional investors.

More Amgen News

Here are the key news stories impacting Amgen this week:

• Positive Sentiment: Amgen reported stronger-than-expected results and raised FY guidance, supporting fundamentals and cash flow — a key reason some investors remain constructive. MarketBeat Earnings & Guidance
• Positive Sentiment: Analysts lifted Amgen’s fair-value estimate on growing confidence in execution and the MariTide obesity program, which boosts upside expectations if clinical/exclusivity risks are managed. Yahoo: Narrative Shifting
• Positive Sentiment: Large investor interest: Ken Fisher’s firm increased its Amgen stake, a vote of confidence from a prominent institutional investor. Yahoo: Ken Fisher Doubles Position
• Neutral Sentiment: Amgen is being watched by retail and professional traders (trending coverage), which can amplify moves but doesn’t by itself change fundamentals. Zacks: Trending Stock
• Neutral Sentiment: Reported short-interest data in recent feeds appears inconsistent/zeroed out and is not signaling a clear squeeze or covering dynamic at this time.
• Neutral Sentiment: Amgen’s shares were reported to outperform many peers on a relative-basis despite the intraday decline, indicating sector/stock-specific flows rather than a company-specific collapse. MarketWatch: Outperforms Peers
• Negative Sentiment: Amgen (with peers) is reportedly joining a drug-discount initiative (TrumpRx), which could pressure pricing and margins for certain products if discounts are material. Benzinga: TrumpRx Participation
• Negative Sentiment: Analyst upgrades and MariTide optimism are tempered by exclusivity and long-term earnings debate — unresolved regulatory/IP questions could cap upside until clearer trial and exclusivity outcomes arrive. Yahoo: Exclusivity Concerns

Amgen Price Performance

NASDAQ:AMGN opened at $361.13 on Wednesday. The stock has a market cap of $194.67 billion, a P/E ratio of 25.38, a PEG ratio of 3.63 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 fifty day moving average price of $359.26 and a 200 day moving average price of $326.77. The company has a debt-to-equity ratio of 5.78, a current ratio of 1.14 and a quick ratio of 0.90.

Amgen (NASDAQ:AMGN) last issued its quarterly earnings results on Tuesday, February 3rd. The medical research company reported $5.29 earnings per share for the quarter, beating analysts’ consensus estimates of $4.76 by $0.53. The firm had revenue of $9.87 billion during 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%. During the same period in the prior year, the firm earned $5.31 EPS. The business’s revenue was up 8.6% on a year-over-year basis. Amgen has set its FY 2026 guidance at 21.600-23.000 EPS. Analysts anticipate that Amgen Inc. will post 20.62 earnings per share for the current year.

Amgen Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 15th will be paid a $2.52 dividend. This represents a $10.08 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Friday, May 15th. Amgen’s dividend payout ratio (DPR) is presently 70.84%.

Analyst Upgrades and Downgrades

AMGN has been the topic of a number of research analyst reports. UBS Group raised their target price on shares of Amgen from $380.00 to $390.00 and gave the company a “buy” rating in a research note on Monday, January 26th. The Goldman Sachs Group boosted their target price on shares of Amgen from $403.00 to $415.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Weiss Ratings restated a “buy (b)” rating on shares of Amgen in a report on Monday, December 29th. Citigroup raised their price target on Amgen from $315.00 to $345.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on Amgen from $285.00 to $295.00 and gave the stock a “hold” rating in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $354.00.

Amgen 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.