Amgen Inc. $AMGN Position Lifted by Ameritas Advisory Services LLC

Ameritas Advisory Services LLC increased its position in Amgen Inc. (NASDAQ:AMGN) by 88.4% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,279 shares of the medical research company’s stock after purchasing an additional 3,884 shares during the period. Ameritas Advisory Services LLC’s holdings in Amgen were worth $2,336,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Legacy Investment Solutions LLC bought a new position in shares of Amgen during the second quarter valued at approximately $27,000. Evelyn Partners Investment Management LLP bought a new stake in shares of Amgen during the second quarter valued at about $32,000. Howard Hughes Medical Institute acquired a new stake in shares of Amgen in the 2nd quarter worth approximately $32,000. Quaker Wealth Management LLC lifted its position in Amgen by 200.0% in the second quarter. Quaker Wealth Management LLC now owns 120 shares of the medical research company’s stock worth $34,000 after purchasing an additional 240 shares during the period. Finally, Cloud Capital Management LLC bought a new position in Amgen during the third quarter valued at about $34,000. Institutional investors own 76.50% of the company’s stock.

Key Stories Impacting Amgen

Here are the key news stories impacting Amgen this week:

• Positive Sentiment: European Commission approval for Uplinza (amifampridine) for generalized myasthenia gravis expands Amgen’s labelled indications in Europe and supports incremental near-term revenue potential for the product. Amgen wins EC approval for Uplinza in gMG
• Positive Sentiment: Amgen announced an increase to its dividend to $2.52, which boosts yield and signals management confidence in cash flow — typically supportive for a large-cap, dividend-oriented stock. Amgen (NASDAQ:AMGN) Is Increasing Its Dividend To $2.52
• Positive Sentiment: Unusually large call-option activity (roughly 320,232 calls bought) points to short-term bullish positioning by some investors, which can amplify upside moves in the stock. (No source link provided in feed)
• Neutral Sentiment: Amgen will present at Citi’s 2026 Virtual Oncology Leadership Summit — a standard investor relations event that raises visibility on oncology programs but is not intrinsically catalytic. AMGEN TO PRESENT AT CITI’S 2026 VIRTUAL ONCOLOGY LEADERSHIP SUMMIT
• Neutral Sentiment: Analyst notes are mixed: Argus reiterated a Buy with a $400 target while Guggenheim reaffirmed a Hold — this provides conflicting signals but keeps the stock in analysts’ focus. Here’s What Argus Research and Guggenheim Are Saying About Amgen Inc. (AMGN)
• Neutral Sentiment: Industry coverage (CNBC) on pharma’s resetting priorities — pricing, pipelines and patent cliffs — is a sector-level backdrop that could affect sentiment for large-cap drugmakers like Amgen but is not company-specific. Prices, pipelines and patent cliffs: Inside pharma’s big reset
• Neutral Sentiment: Recent entries on short interest in the data feed appear to be reporting zero shares / NaN changes (likely a reporting glitch) and do not signal a meaningful rise in short positioning. (No link provided)

Amgen Trading Up 0.8%

Shares of Amgen stock opened at $369.19 on Friday. Amgen Inc. has a 12-month low of $261.43 and a 12-month high of $385.12. The company has a 50-day simple moving average of $337.47 and a 200 day simple moving average of $313.61. The company has a quick ratio of 0.90, a current ratio of 1.14 and a debt-to-equity ratio of 5.78. The stock has a market capitalization of $198.80 billion, a P/E ratio of 25.94, a price-to-earnings-growth ratio of 3.75 and a beta of 0.46.

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

Amgen Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Friday, February 13th will be given a dividend of $2.52 per share. The ex-dividend date is Friday, February 13th. This is a positive change from Amgen’s previous quarterly dividend of $2.38. This represents a $10.08 dividend on an annualized basis and a dividend yield of 2.7%. Amgen’s dividend payout ratio (DPR) is currently 66.90%.

Insider Transactions at Amgen

In other Amgen news, SVP Nancy A. Grygiel sold 3,139 shares of the stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $337.26, for a total value of $1,058,659.14. Following the transaction, the senior vice president directly owned 7,225 shares in the company, valued at approximately $2,436,703.50. This trade represents a 30.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.76% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on AMGN shares. The Goldman Sachs Group raised their target price on shares of Amgen from $403.00 to $415.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. Argus boosted their price target on shares of Amgen from $360.00 to $400.00 and gave the company a “buy” rating in a report on Friday, February 6th. Morgan Stanley increased their price objective on Amgen from $304.00 to $309.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 4th. Daiwa Securities Group raised their target price on Amgen from $370.00 to $410.00 and gave the company an “outperform” rating in a report on Tuesday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amgen in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $354.04.

About Amgen

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.