Amgen Inc. (AMGN)

In the past six months, Amgen's stock has experienced several notable events. As of October 24, 2025, the stock price was $291.76, reflecting a 4.49% increase over the past 30 days, but a 7.58% decrease over the last 12 months. Amgen reported strong Q3 2025 earnings on August 5, 2025, with an EPS of $6.02, surpassing analysts' consensus estimates of $5.28. The company's revenue for the quarter was $9.18 billion, a 9.4% increase compared to the same quarter last year. The company declared a quarterly dividend of $2.38 per share, which was paid on September 12, 2025. Amgen is expected to present 52-week data from its Phase 2 MariTide trial for obesity and type 2 diabetes. Additionally, Amgen announced a $650 million expansion of its manufacturing facility in Juncos, Puerto Rico, on September 26, 2025, and a landmark Phase 3 trial (VESALIUS-CV) met its primary endpoints on October 2, 2025.

The demand patterns for Amgen's end products, particularly those prescribed to chronic patients, are generally stable. However, the pharmaceutical supply chain can experience demand variability amplification due to factors such as demand forecasting, order batching, price fluctuations, and shortage gaming. Amgen employs a multifaceted approach, including inventory management at multiple points in the supply chain, to mitigate risks of supply disruptions and ensure a reliable supply of its treatments.

Amgen, Inc. is a biotechnology company focused on discovering, developing, manufacturing, and delivering human therapeutics, operating within the Health Technology sector. Its core mission is to unlock the potential of biology for patients suffering from serious illnesses. Amgen's product portfolio addresses various diseases, including cancer, kidney disease, rheumatoid arthritis, and cardiovascular disease. Key products include ENBREL, Prolia, Neulasta, Otezla, XGEVA, Repatha, Nplate, KYPROLIS, Aranesp, EVENITY, Vectibix, BLINCYTO, TEPEZZA, KRYSTEXXA, MVASI, Parsabiv, EPOGEN, KANJINTI, Aimovig, AMGEVITATM, Sensipar/Mimpara, NEUPOGEN, IMLYGIC, Corlanor and AVSOLA.

Amgen has a significant global presence, operating in over 100 countries. The company maintains extensive sales and marketing networks, particularly in the U.S. and Europe, and is actively expanding its commercial operations in regions such as Latin America, Japan, China, and the Middle East. Amgen has also made strategic investments in its manufacturing capabilities across the United States, including new or expanded plants in North Carolina, Ohio, Rhode Island, and California, as well as in Puerto Rico.

Amgen maintains a strong brand reputation, particularly among patient organizations. In the 2024 PatientView Corporate Reputation Survey, Amgen was recognized as the number one pharma company among its peers in the U.S. In August 2024, Amgen also fared well in a survey of rare disease patient groups, ranking second among the 15 biggest companies in the field. One event that could impact Amgen's reputation is its decision to offer cash discounts on some drugs, such as Repatha, following calls for price reductions.

As of September 2025, Amgen Inc. has 110 active institutional owners and shareholders. Institutional ownership saw a significant decrease to 0.3% in September 2025 from 82.0% in June 2025. The total number of shares held by institutions decreased to 1.48 million as of September 2025. Assenagon Asset Management S.A. is the primary institutional investor, holding 222.30K shares as of September 30, 2025. Insider ownership currently stands at 0.69%.