SG Americas Securities LLC Has $79.95 Million Holdings in Amgen Inc. $AMGN

SG Americas Securities LLC raised its stake in shares of Amgen Inc. (NASDAQ:AMGN) by 19.6% in the 3rd quarter, Holdings Channel reports. The firm owned 283,310 shares of the medical research company’s stock after purchasing an additional 46,504 shares during the quarter. SG Americas Securities LLC’s holdings in Amgen were worth $79,950,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Legacy Investment Solutions LLC acquired a new position in shares of Amgen in the second quarter worth approximately $27,000. CBIZ Investment Advisory Services LLC raised its holdings in Amgen by 1,214.3% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 92 shares of the medical research company’s stock worth $29,000 after purchasing an additional 85 shares during the last quarter. Evelyn Partners Investment Management LLP acquired a new position in shares of Amgen in the 2nd quarter worth approximately $32,000. Howard Hughes Medical Institute bought a new stake in shares of Amgen in the 2nd quarter valued at $32,000. Finally, Quaker Wealth Management LLC boosted its stake in shares of Amgen by 200.0% in the 2nd quarter. Quaker Wealth Management LLC now owns 120 shares of the medical research company’s stock valued at $34,000 after purchasing an additional 240 shares during the last quarter. Institutional investors own 76.50% of the company’s stock.

Trending Headlines about Amgen

Here are the key news stories impacting Amgen this week:

• Positive Sentiment: Acquisition strengthens oncology pipeline — Amgen agreed to acquire Dark Blue Therapeutics for up to $840 million, adding a differentiated preclinical AML degrader and expanding its early‑stage oncology discovery capabilities; this is seen as a strategic bolt‑on to Amgen’s cancer portfolio. Amgen Buys Dark Blue In $840 Million Bet On New Leukemia Drugs
• Positive Sentiment: Pipeline progress in obesity — Amgen advanced an early‑stage obesity candidate with a new injection delivery trial, broadening its non‑oncology growth prospects and showing R&D diversification that appeals to long‑term investors. Amgen Advances Early-Stage Obesity Candidate With New Injection Trial
• Neutral Sentiment: Management to present at JPM — Amgen will present at the 44th J.P. Morgan Healthcare Conference; investors will watch for management commentary or guidance updates that could act as a catalyst but this is routine investor outreach. AMGEN TO PRESENT AT THE 44TH ANNUAL J.P. MORGAN HEALTHCARE CONFERENCE
• Neutral Sentiment: Longer‑term product / patent dynamics discussed — Coverage noting how new drug launches and patent risks could reshape Amgen’s growth outlook; useful context for valuation but not an immediate news shock. How New Drug Launches And Patent Risks Are Rewriting The Story For Amgen (AMGN)
• Negative Sentiment: Near‑term earnings pressure expected — previews ahead of Q4 2025 suggest analysts are braced for a low double‑digit profit decline, which could cap near‑term upside and increase sensitivity to upcoming results. What to Expect From Amgen’s Q4 2025 Earnings Report
• Negative Sentiment: License deal implies milestone spend — a report indicates Disco Pharma is set to earn up to $618 million from an Amgen license agreement, signaling a meaningful cash/milestone commitment by Amgen that could weigh on near‑term free cash flow (though it also acquires rights to potentially valuable assets). Disco Pharma set to earn $618M from Amgen license deal

Amgen Stock Performance

Shares of Amgen stock opened at $341.64 on Thursday. The business’s fifty day simple moving average is $328.43 and its 200 day simple moving average is $303.75. The company has a current ratio of 1.28, a quick ratio of 0.99 and a debt-to-equity ratio of 5.45. Amgen Inc. has a 12 month low of $259.82 and a 12 month high of $346.38. The firm has a market capitalization of $183.97 billion, a P/E ratio of 26.40, a price-to-earnings-growth ratio of 3.01 and a beta of 0.45.

Amgen (NASDAQ:AMGN) last issued its quarterly earnings results on Tuesday, November 4th. The medical research company reported $5.64 earnings per share for the quarter, topping analysts’ consensus estimates of $5.01 by $0.63. Amgen had a net margin of 19.47% and a return on equity of 162.59%. The company had revenue of $9.56 billion for the quarter, compared to the consensus estimate of $8.98 billion. During the same period in the previous year, the firm earned $5.58 EPS. The firm’s quarterly revenue was up 12.4% on a year-over-year basis. Amgen has set its FY 2025 guidance at 20.600-21.400 EPS. As a group, analysts anticipate that Amgen Inc. will post 20.62 EPS for the current year.

Amgen Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Friday, February 13th will be paid a $2.52 dividend. The ex-dividend date is Friday, February 13th. This is a boost from Amgen’s previous quarterly dividend of $2.38. This represents a $10.08 annualized dividend and a dividend yield of 3.0%. Amgen’s dividend payout ratio is presently 73.57%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on AMGN shares. Scotiabank started coverage on shares of Amgen in a research note on Thursday, November 13th. They set a “sector outperform” rating and a $385.00 target price for the company. Wall Street Zen raised Amgen from a “buy” rating to a “strong-buy” rating in a research report on Monday, December 15th. Piper Sandler boosted their price objective on Amgen from $342.00 to $381.00 and gave the company an “overweight” rating in a research note on Friday, November 14th. Erste Group Bank raised Amgen from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. Finally, HSBC restated a “buy” rating and set a $425.00 price target on shares of Amgen in a report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $338.50.

Insider Activity

In related news, SVP Nancy A. Grygiel sold 3,139 shares of the company’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $337.26, for a total transaction of $1,058,659.14. Following the sale, the senior vice president directly owned 7,225 shares in the company, valued at approximately $2,436,703.50. This represents a 30.29% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Murdo Gordon sold 6,879 shares of the business’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $336.83, for a total transaction of $2,317,053.57. Following the sale, the executive vice president directly owned 41,923 shares in the company, valued at $14,120,924.09. The trade was a 14.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 10,908 shares of company stock valued at $3,674,966 in the last 90 days. Insiders own 0.76% of the company’s stock.

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.