Thrivent Financial for Lutherans Increases Position in Sanofi $SNY

Thrivent Financial for Lutherans raised its position in shares of Sanofi (NASDAQ:SNY) by 10,152.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,200,107 shares of the company’s stock after purchasing an additional 2,178,647 shares during the period. Thrivent Financial for Lutherans owned approximately 0.09% of Sanofi worth $103,846,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Sanofi by 52.6% during the 4th quarter. Brighton Jones LLC now owns 5,420 shares of the company’s stock valued at $261,000 after buying an additional 1,869 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of Sanofi by 107.2% in the 1st quarter. AQR Capital Management LLC now owns 30,518 shares of the company’s stock worth $1,693,000 after acquiring an additional 15,791 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Sanofi by 1.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 49,255 shares of the company’s stock valued at $2,732,000 after purchasing an additional 752 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Sanofi by 5.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 6,751 shares of the company’s stock valued at $326,000 after purchasing an additional 347 shares in the last quarter. Finally, Patriot Financial Group Insurance Agency LLC raised its position in Sanofi by 24.3% in the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 29,978 shares of the company’s stock worth $1,448,000 after purchasing an additional 5,864 shares during the period. 14.03% of the stock is currently owned by hedge funds and other institutional investors.

Sanofi Stock Performance

NASDAQ:SNY opened at $47.04 on Friday. The company has a quick ratio of 0.30, a current ratio of 1.06 and a debt-to-equity ratio of 0.16. The firm’s fifty day simple moving average is $48.13 and its 200 day simple moving average is $48.69. The stock has a market cap of $114.73 billion, a P/E ratio of 13.07, a price-to-earnings-growth ratio of 1.34 and a beta of 0.45. Sanofi has a twelve month low of $44.62 and a twelve month high of $60.12.

Analyst Ratings Changes

SNY has been the subject of several analyst reports. UBS Group restated a “neutral” rating on shares of Sanofi in a research report on Friday, January 16th. TD Cowen restated a “hold” rating on shares of Sanofi in a report on Tuesday, December 30th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Sanofi in a research note on Monday, December 29th. Citigroup assumed coverage on Sanofi in a research note on Tuesday. They set a “neutral” rating for the company. Finally, Guggenheim downgraded shares of Sanofi from a “buy” rating to a “neutral” rating in a research note on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, Sanofi presently has a consensus rating of “Moderate Buy” and a consensus target price of $62.67.

Key Sanofi News

Here are the key news stories impacting Sanofi this week:

• Positive Sentiment: Q4 beat: Sanofi reported adjusted EPS and revenue above consensus, driven by cost control and 7% revenue growth — a clean earnings beat that supports upside to profits. Sanofi Beats on Q4 Earnings, Expects Profitable Growth in 2026
• Positive Sentiment: Dupixent outperformance: Strong demand for Dupixent helped lift revenue and beat forecasts, underpinning management’s bullish commentary for 2026 and reducing near-term execution risk. Sanofi edges higher as immunology powerhouse, Dupixent, wallops forecasts
• Positive Sentiment: CHMP positive opinion for Rezurock: The EMA’s CHMP recommended conditional EU approval of Rezurock (belumosudil) for chronic graft‑versus‑host disease (adults and ≥12y/≥40kg kids) — if approved this expands Sanofi’s late‑line immunology/hematology portfolio and adds a new EU revenue stream. Press Release: Sanofi’s Rezurock recommended for EU approval by the CHMP to treat chronic graft-vs-host disease
• Positive Sentiment: Share buyback: Sanofi announced a $1.20B share repurchase program, a direct capital return that supports EPS and signals confidence in cash generation. Sanofi to Launch $1.20 Billion Share Buyback
• Neutral Sentiment: 2026 outlook: Management targets high single‑digit sales growth for 2026 — a reasonable growth guide that is supportive but not transformative; investors will judge execution vs. that target. Sanofi targets high single-digit sales growth 2026, plans share buyback
• Neutral Sentiment: Market reception mixed: Media coverage notes the earnings and pipeline updates “matched expectations” in some outlets, producing only modest stock movement despite the positives — suggests investors are balancing beat vs. broader sector concerns. Drugmakers Roche and Sanofi talk up their pipelines, as earnings fail to excite
• Negative Sentiment: Ongoing risk: Commentary referenced the pharma “patent cliff” and the need for pipeline replacements — a reminder that sustained outperformance depends on continued launches and lifecycle management. Drugmakers Roche and Sanofi talk up their pipelines, as earnings fail to excite

Sanofi Company Profile

Sanofi (NASDAQ:SNY) is a multinational pharmaceutical company headquartered in France that researches, develops, manufactures and markets prescription medicines, vaccines and consumer healthcare products. The company operates across multiple therapeutic areas, including immunology, rare diseases, oncology, cardiovascular and metabolic diseases, and vaccines through its Sanofi Pasteur division. Sanofi sells products to hospitals, clinics, governments and retail pharmacies, with a broad global footprint and significant presence in Europe, North America and emerging markets.

Key commercial offerings include specialty biologics and established small-molecule medicines.