James Investment Research Inc. Has $4.75 Million Position in Astrazeneca Plc $AZN

James Investment Research Inc. cut its stake in shares of Astrazeneca Plc (NYSE:AZN) by 49.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,071 shares of the company’s stock after selling 23,121 shares during the quarter. James Investment Research Inc.’s holdings in Astrazeneca were worth $4,747,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Triumph Capital Management acquired a new position in shares of Astrazeneca during the third quarter valued at about $25,000. MV Capital Management Inc. acquired a new stake in shares of Astrazeneca in the 4th quarter valued at about $26,000. Bangor Savings Bank grew its stake in shares of Astrazeneca by 102.7% in the 4th quarter. Bangor Savings Bank now owns 304 shares of the company’s stock valued at $28,000 after buying an additional 154 shares during the period. Eagle Bay Advisors LLC acquired a new stake in shares of Astrazeneca in the 4th quarter valued at about $30,000. Finally, YANKCOM Partnership bought a new stake in Astrazeneca in the 4th quarter valued at about $31,000. 20.35% of the stock is owned by institutional investors.

Astrazeneca Price Performance

AZN stock opened at $183.99 on Thursday. The company has a market capitalization of $285.35 billion, a P/E ratio of 27.63, a price-to-earnings-growth ratio of 1.50 and a beta of 0.24. Astrazeneca Plc has a 52-week low of $137.23 and a 52-week high of $212.71. The business has a 50-day simple moving average of $183.91 and a two-hundred day simple moving average of $187.58. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.71 and a current ratio of 0.91.

Astrazeneca (NYSE:AZN) last announced its earnings results on Wednesday, April 29th. The company reported $2.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.52 by $0.06. Astrazeneca had a return on equity of 30.86% and a net margin of 17.19%.The company had revenue of $15.29 billion for the quarter, compared to analysts’ expectations of $14.93 billion. Research analysts expect that Astrazeneca Plc will post 10.29 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have issued reports on AZN. DZ Bank upgraded Astrazeneca from a “neutral” rating to a “buy” rating in a report on Wednesday, April 29th. The Goldman Sachs Group restated a “buy” rating on shares of Astrazeneca in a report on Wednesday. Jefferies Financial Group reaffirmed a “buy” rating on shares of Astrazeneca in a research report on Friday, June 26th. Wall Street Zen upgraded Astrazeneca from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Finally, UBS Group reissued a “buy” rating on shares of Astrazeneca in a research report on Friday, April 10th. Fourteen equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Astrazeneca has a consensus rating of “Moderate Buy” and a consensus price target of $205.33.

Trending Headlines about Astrazeneca

Here are the key news stories impacting Astrazeneca this week:

• Positive Sentiment: AstraZeneca’s cancer drug Enhertu won a new EU approval for HER2-positive solid tumors, its sixth EU indication, which could expand sales potential and support future revenue growth. AstraZeneca’s Enhertu Wins EU Nod for HER2-Positive Solid Tumors (Revised)
• Positive Sentiment: Several major brokers reiterated buy ratings on AZN, including Goldman Sachs, Bank of America, and JPMorgan, signaling continued analyst confidence in the stock. Goldman Sachs Reaffirms Buy Rating
• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for AstraZeneca, suggesting expectations for stronger earnings than previously forecast.
• Neutral Sentiment: Zacks highlighted AZN as a strong momentum stock and compared it with Illumina, reinforcing that the shares remain on investors’ radar, but without a direct new catalyst. Here’s Why Astrazeneca (AZN) is a Strong Momentum Stock
• Negative Sentiment: Despite the positive company-specific news, AZN still traded lower as broader market weakness and a conflicting sell rating from Deutsche Bank likely weighed on sentiment. Deutsche Bank Sell Rating

Astrazeneca Profile

AstraZeneca plc is a global biopharmaceutical company headquartered in Cambridge, England. Formed through the 1999 merger of Sweden’s Astra AB and the UK’s Zeneca Group, the company researches, develops, manufactures and commercializes prescription medicines across a range of therapeutic areas. AstraZeneca positions itself as R&D-driven, investing in discovery science, clinical development and regulatory processes to bring new therapies to market.

The company’s commercial portfolio and late-stage pipeline emphasize oncology, cardiovascular, renal and metabolic (CVRM) diseases, and respiratory and immunology.