Dec 31, 2025 • MarketBeat
NEUTRAL
Boston Trust Walden Corp Lowers Holdings in Amgen Inc. $AMGN
Boston Trust Walden Corp significantly reduced its stake in Amgen Inc. by 56.8% during the third quarter, selling 19,260 shares and currently owning 14,670 shares valued at $4.14 million. This comes as Amgen reported strong third-quarter earnings, beating analyst estimates with $5.64 EPS on revenues of $9.56 billion, and announced an increased quarterly dividend of $2.52. Several other institutional investors adjusted their positions, and company insiders sold shares totaling over $3.6 million in the last ninety days.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Ascent Group LLC Has $7.47 Million Holdings in AbbVie Inc. $ABBV
Ascent Group LLC increased its stake in AbbVie Inc. (NYSE:ABBV) by 49.2% in the third quarter, bringing their holdings to $7.47 million. Other institutional investors like Vanguard Group Inc. and Geode Capital Management LLC also increased their positions. Analysts have a "Moderate Buy" consensus rating for AbbVie with an average target price of $245.84, and the company recently announced an increased quarterly dividend of $1.73 per share.
Dec 31, 2025 • Finviz
BULLISH
Strong Results and Pipeline Momentum Power Amgen's (AMGN) 2025 Rally
Amgen Inc. (AMGN) has seen a strong rally in 2025, with its stock up over 27%, driven by robust financial results and promising clinical pipeline developments. Key products like Repatha and Tezspire showed significant sales growth, while the company's investigational obesity treatment, MariTide, has advanced to Phase 3 studies. Despite looming biosimilar competition for some drugs, Amgen's dividend outlook remains strong, supported by consistent increases and a healthy payout ratio.
Dec 30, 2025 • Finviz
SOMEWHAT-BULLISH
FDA Fast-Tracks Two Merck (MRK) Drugs With Blockbuster Potential
The FDA has fast-tracked two experimental Merck drugs, enlicitide decanoate for cholesterol and sacituzumab tirumotecan for cancer, through its Commissioner’s National Priority Voucher program. This initiative accelerates FDA decisions for drugs of major public health importance, potentially reducing review times from 10-12 months to one to two months. The move aims to strengthen Merck's pipeline as its top-selling cancer drug Keytruda faces impending biosimilar competition.
Dec 30, 2025 • Finviz
SOMEWHAT-BULLISH
Eli Lilly (LLY) Moves Fast to Secure Lead in India's Obesity Drug Market
Eli Lilly (LLY) is rapidly establishing its position in India's obesity drug market, anticipating generic competition. The company has launched a social media campaign with Bollywood actors and seen its Mounjaro drug quickly become a top seller in India, surpassing competitors. Eli Lilly is also cutting prices for Mounjaro and Zepbound in Canada and the U.S. to broaden access and maintain its market lead.
Dec 30, 2025 • ts2.tech
NEUTRAL
Amgen stock dips as Lumakras combo trial ends; MariTide data now the next watch
Amgen shares saw a slight dip after partner Verastem announced the discontinuation of a lung cancer combination study involving Amgen's Lumakras. This development puts more focus on the upcoming year-end updates for Amgen's MariTide obesity and diabetes program, as investors look for new growth drivers amid pressures on existing products. The company's ability to demonstrate strong data for MariTide will be crucial for its future performance against established competitors like Novo Nordisk and Eli Lilly.