Earnings Preview Buzz: Social media chatter intensifies ahead of Amgen's Q1 2026 results due Thursday, with analysts forecasting a robust full-year EPS of $22.18. Focus sharpens on the obesity drug MariTide, seen as a potential growth driver amid competitive pressures in biotech.
Analyst Upgrades: Morgan Stanley recently lifted its price target to $326 from $309, signaling confidence in Amgen's pipeline. Traders note biotech peers rallying, with options flow hinting at building momentum as fear turns to greed.
Political Holdings: Disclosures reveal lawmakers holding Amgen shares, adding to the stock's visibility. Overall sentiment leans bullish, buoyed by strong fundamentals and upcoming catalysts.
Note: This discussion summary was generated from an AI condensation of post data.
Amgen Insider Trading Activity
Amgen insiders have traded $AMGN stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $AMGN stock by insiders over the last 6 months:
- ESTEBAN SANTOS (EVP, Operations) has made 0 purchases and 2 sales selling 54,792 shares for an estimated $20,772,595.
- MURDO GORDON (EVP, Global Commercial Ops) sold 6,879 shares for an estimated $2,317,071
- NANCY A. GRYGIEL (SVP & CCO) has made 0 purchases and 2 sales selling 3,139 shares for an estimated $1,058,666.
- MATTHEW C. BUSCH (VP, Finance & CAO) sold 1,000 shares for an estimated $375,790
- RACHNA KHOSLA (SVP, Business Development) sold 890 shares for an estimated $299,255
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Amgen Revenue
Amgen had revenues of $9.9B in Q4 2025. This is an increase of 8.58% from the same period in the prior year.
You can track AMGN financials on Quiver Quantitative's AMGN stock page.
Amgen Congressional Stock Trading
Members of Congress have traded $AMGN stock 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AMGN stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR purchased up to $50,000 on 03/24.
- REPRESENTATIVE DAVID TAYLOR has traded it 5 times. They made 1 purchase worth up to $15,000 on 01/16 and 4 sales worth up to $60,000 on 02/26, 01/29, 12/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Amgen Hedge Fund Activity
We have seen 1,419 institutional investors add shares of Amgen stock to their portfolio, and 1,266 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 13,593,173 shares (-74.7%) from their portfolio in Q4 2025, for an estimated $4,449,181,454
- CAPITAL WORLD INVESTORS added 4,302,237 shares (+22.9%) to their portfolio in Q4 2025, for an estimated $1,408,165,192
- JPMORGAN CHASE & CO removed 1,936,240 shares (-45.8%) from their portfolio in Q4 2025, for an estimated $633,750,714
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 1,785,595 shares (+354.6%) to their portfolio in Q4 2025, for an estimated $584,443,099
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 1,739,567 shares (-12.8%) from their portfolio in Q4 2025, for an estimated $569,377,674
- PACER ADVISORS, INC. removed 1,613,121 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $527,990,634
- BLACKROCK, INC. added 1,361,706 shares (+3.0%) to their portfolio in Q4 2025, for an estimated $445,699,990
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Amgen Analyst Ratings
Wall Street analysts have issued reports on $AMGN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 12/03/2025
- Piper Sandler issued a "Overweight" rating on 11/14/2025
To track analyst ratings and price targets for Amgen, check out Quiver Quantitative's $AMGN forecast page.
Amgen Price Targets
Multiple analysts have issued price targets for $AMGN recently. We have seen 15 analysts offer price targets for $AMGN in the last 6 months, with a median target of $351.0.
Here are some recent targets:
- Gary Nachman from Canaccord Genuity set a target price of $366.0 on 04/21/2026
- Michael Yee from UBS set a target price of $400.0 on 04/13/2026
- Terence Flynn from Morgan Stanley set a target price of $326.0 on 04/10/2026
- Vamil Divan from Guggenheim set a target price of $351.0 on 04/09/2026
- Carter Gould from Cantor Fitzgerald set a target price of $350.0 on 04/08/2026
- Akash Tewari from Jefferies set a target price of $350.0 on 03/10/2026
- Emily Field from Barclays set a target price of $350.0 on 02/20/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
