First National Bank of Omaha Sells 4,746 Shares of Amgen Inc. $AMGN

First National Bank of Omaha reduced its stake in shares of Amgen Inc. (NASDAQ:AMGN) by 9.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 43,308 shares of the medical research company’s stock after selling 4,746 shares during the quarter. First National Bank of Omaha’s holdings in Amgen were worth $15,652,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of AMGN. Brighton Jones LLC boosted its position in Amgen by 23.5% in the 4th quarter. Brighton Jones LLC now owns 27,468 shares of the medical research company’s stock valued at $7,159,000 after buying an additional 5,226 shares during the last quarter. Sivia Capital Partners LLC increased its stake in shares of Amgen by 10.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,186 shares of the medical research company’s stock valued at $331,000 after buying an additional 114 shares during the period. Schnieders Capital Management LLC. raised its position in shares of Amgen by 29.3% during the second quarter. Schnieders Capital Management LLC. now owns 25,859 shares of the medical research company’s stock worth $7,220,000 after acquiring an additional 5,853 shares during the last quarter. Main Street Financial Solutions LLC raised its position in shares of Amgen by 11.3% during the second quarter. Main Street Financial Solutions LLC now owns 4,086 shares of the medical research company’s stock worth $1,141,000 after acquiring an additional 416 shares during the last quarter. Finally, Ieq Capital LLC lifted its stake in shares of Amgen by 5.1% during the second quarter. Ieq Capital LLC now owns 54,152 shares of the medical research company’s stock valued at $15,120,000 after acquiring an additional 2,611 shares during the period. Institutional investors and hedge funds own 76.50% of the company’s stock.

Key Headlines Impacting Amgen

Here are the key news stories impacting Amgen this week:

• Positive Sentiment: Amgen was highlighted as one of the best-performing U.S. large-cap drugmakers in 2026, outperforming peers Merck and Pfizer despite lacking an obesity drug. The comparison reinforces investor confidence in Amgen’s existing portfolio and operating execution. Which Drugmaker Stock Has Dominated in 2026: Merck, Pfizer, or Amgen?
• Positive Sentiment: Healthcare-sector strength and a rotation toward profitable drugmakers helped lift Amgen, while renewed enthusiasm for biotechnology also improved sentiment across the industry. Amgen Stock Surges as Healthcare Hits Record High
• Positive Sentiment: Argus raised its Amgen price target from $375 to $460 and maintained a “buy” rating, citing additional upside for the shares. Argus price-target update
• Neutral Sentiment: Amgen’s latest quarterly results beat consensus estimates for earnings and revenue, with revenue growth accelerating year over year. Full-year earnings guidance and expectations for continued growth remain important supports for the investment case.
• Neutral Sentiment: The obesity-drug market is becoming more selective, and Amgen is reportedly trimming some early-stage efforts. This could improve capital discipline, but it also highlights execution risk as the company competes in a crowded field. Obesity investing’s way forward, mapped
• Negative Sentiment: Although Cantor Fitzgerald and Mizuho raised their price targets, both retained “neutral” ratings and set targets below the current trading level, signaling valuation concerns after Amgen’s strong run. Analyst price-target updates

Analyst Ratings Changes

Several research firms recently issued reports on AMGN. Truist Financial raised their price target on Amgen from $340.00 to $362.00 and gave the company a “hold” rating in a report on Wednesday, August 5th. Sanford C. Bernstein boosted their price objective on Amgen from $335.00 to $345.00 and gave the stock a “market perform” rating in a report on Thursday, August 6th. Robert W. Baird upped their target price on shares of Amgen from $215.00 to $230.00 and gave the company an “underperform” rating in a research report on Wednesday, August 5th. Erste Group Bank reaffirmed a “hold” rating on shares of Amgen in a research note on Tuesday, May 5th. Finally, BMO Capital Markets lifted their price target on shares of Amgen from $400.00 to $450.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, Amgen has an average rating of “Hold” and an average target price of $379.36.

Insider Transactions at Amgen

In related news, SVP Rachna Khosla sold 1,252 shares of Amgen stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $416.43, for a total transaction of $521,370.36. Following the transaction, the senior vice president owned 6,404 shares of the company’s stock, valued at $2,666,817.72. This trade represents a 16.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Nancy A. Grygiel sold 2,970 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $402.16, for a total transaction of $1,194,415.20. Following the transaction, the senior vice president owned 7,340 shares of the company’s stock, valued at approximately $2,951,854.40. This represents a 28.81% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 6,222 shares of company stock valued at $2,540,926. 0.85% of the stock is currently owned by company insiders.

Amgen Stock Up 4.0%

NASDAQ:AMGN opened at $442.36 on Thursday. The company has a quick ratio of 1.13, a current ratio of 1.37 and a debt-to-equity ratio of 4.44. Amgen Inc. has a 12-month low of $269.77 and a 12-month high of $443.20. The stock’s fifty day simple moving average is $375.75 and its 200-day simple moving average is $360.76. The firm has a market capitalization of $239.15 billion, a P/E ratio of 27.49, a P/E/G ratio of 3.95 and a beta of 0.41.

Amgen (NASDAQ:AMGN) last released its quarterly earnings data on Tuesday, August 4th. The medical research company reported $6.29 EPS for the quarter, beating analysts’ consensus estimates of $5.62 by $0.67. Amgen had a return on equity of 124.14% and a net margin of 22.95%.The business had revenue of $10.05 billion during the quarter, compared to the consensus estimate of $9.43 billion. During the same quarter in the prior year, the company posted $6.02 earnings per share. The firm’s revenue was up 9.5% on a year-over-year basis. Amgen has set its FY 2026 guidance at 22.300-23.500 EPS. Equities research analysts expect that Amgen Inc. will post 22.78 earnings per share for the current year.

Amgen Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 21st will be given a dividend of $2.52 per share. This represents a $10.08 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Friday, August 21st. Amgen’s payout ratio is presently 62.65%.

Amgen Company Profile

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.