Recent Price Volatility: Discussions on X about Amgen (AMGN) have recently focused on the stock's price fluctuations, with a notable 4% dip in the past week following a 6.7% rise over the last month. Investors are debating whether this signals a buying opportunity or a warning of further declines. The mixed signals have kept the conversation lively and speculative.
Drug Approvals and Earnings: Another hot topic on X is Amgen’s recent FDA approval of TEZSPIRE for chronic rhinosinusitis, seen as a boost to its portfolio. Posts also highlight anticipation for the upcoming November 4 earnings report, with some expecting a potential beat on EPS estimates. This has sparked curiosity about the company’s next moves.
Pipeline and Challenges: Chatter on X also touches on Amgen’s broader pipeline and challenges like biosimilar competition and debt concerns from past acquisitions. Some express optimism about innovation driving growth, while others caution about lingering risks. The discussion remains dynamic as investors weigh the pros and cons.
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $AMGN stock by insiders over the last 6 months:
- RACHNA KHOSLA (SVP, Business Development) sold 1,500 shares for an estimated $434,520
- NANCY A. GRYGIEL (SVP & CCO) sold 1,267 shares for an estimated $376,279
- MATTHEW C. BUSCH (VP, Finance & CAO) sold 1,000 shares for an estimated $279,690
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Amgen Congressional Stock Trading
Members of Congress have traded $AMGN stock 9 times in the past 6 months. Of those trades, 6 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $AMGN stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 10/24, 09/11, 05/14, 05/05 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 09/25.
- SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 09/04.
- REPRESENTATIVE CLIFF BENTZ purchased up to $15,000 on 06/06.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amgen Hedge Fund Activity
We have seen 1,307 institutional investors add shares of Amgen stock to their portfolio, and 1,306 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS added 3,775,911 shares (+24.9%) to their portfolio in Q2 2025, for an estimated $1,054,272,110
- PRIMECAP MANAGEMENT CO/CA/ removed 1,756,586 shares (-14.2%) from their portfolio in Q2 2025, for an estimated $490,456,377
- BLACKROCK, INC. added 1,158,907 shares (+2.6%) to their portfolio in Q2 2025, for an estimated $323,578,423
- TWO SIGMA ADVISERS, LP removed 997,300 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $278,456,133
- PRICE T ROWE ASSOCIATES INC /MD/ removed 895,054 shares (-43.9%) from their portfolio in Q2 2025, for an estimated $249,908,027
- VANGUARD GROUP INC added 841,117 shares (+1.6%) to their portfolio in Q2 2025, for an estimated $234,848,277
- DEUTSCHE BANK AG\ removed 737,799 shares (-22.6%) from their portfolio in Q2 2025, for an estimated $206,000,858
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Amgen Analyst Ratings
Wall Street analysts have issued reports on $AMGN in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Underperform" rating on 09/26/2025
- Piper Sandler issued a "Overweight" rating on 06/27/2025
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 8 analysts offer price targets for $AMGN in the last 6 months, with a median target of $307.5.
Here are some recent targets:
- Tim Anderson from B of A Securities set a target price of $272.0 on 09/26/2025
- David Amsellem from Piper Sandler set a target price of $342.0 on 08/25/2025
- Trung Huynh from UBS set a target price of $317.0 on 08/06/2025
- Terence Flynn from Morgan Stanley set a target price of $333.0 on 08/06/2025
- Geoff Meacham from Citigroup set a target price of $310.0 on 08/06/2025
- Carter Gould from Cantor Fitzgerald set a target price of $305.0 on 06/24/2025
- Vamil Divan from Guggenheim set a target price of $288.0 on 05/20/2025
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.
