Amgen Gestion
Gestion contrôle des critères 3/4
Le PDG Amgen est Bob Bradway, nommé en May2012, a un mandat de 14.17 ans. La rémunération annuelle totale est $ 24.69M, composée du salaire de 7.8% et des bonus 92.2%, y compris les actions et options de la société. détient directement 0.11% des actions de la société, d'une valeur de $ 227.28M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.5 ans et 9.4 ans.
Informations clés
Bob Bradway
Directeur général
US$24.7m
Rémunération totale
| Pourcentage du salaire du PDG | 7.80% |
| Durée du mandat du directeur général | 14.2yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 6.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 9.4yrs |
Mises à jour récentes de la gestion
Recent updates
Nouveau récit • Jul 19
A transitional big-pharma giant holding a speculative premium driven by obesity hype, masking severe revenue erosion.
The "Amgen 2027 Bull Case" relies on a classic top-line fallacy: assuming that macro obesity market growth and FDA's CNPV (Commissioner’s National Priority Voucher) tailwinds will automatically trigger a re-rating. Here is the cold, data-driven reality: 1.
Mise à jour du récit • Jul 10
AMGN: IRS Dispute And Regulatory Setbacks Will Pressure Future Returns
Amgen's updated analyst price target now reflects a fair value estimate of $252.61. Analysts point to refined revenue and margin assumptions, a slightly higher discount rate, and sector-level research that highlights both supportive biotech conditions and company-specific model updates following recent earnings and regulatory disclosures.Seeking Alpha • Jun 26
Amgen Continues To Perform
Summary Amgen is rated between Hold and Buy, with shares potentially slightly undervalued or fairly valued depending on free cash flow assumptions. Newer products like Repatha, Evenity, and Tezspire are driving double-digit growth, offsetting steep declines from legacy drugs Enbrel and Prolia. Management guides 2026 revenue of $37.1–$38.5B and non-GAAP EPS of $21.70–$23.10, reflecting steady but moderate growth. Balance sheet caution is warranted due to $57B in debt, though a robust pipeline and possible upside from MariTide support long-term optimism. Read the full article on Seeking AlphaMise à jour du récit • Jun 14
AMGN: IRS Dispute And Tax Overhang Will Pressure Future Returns
Narrative Update on Amgen Analysts have adjusted Amgen's fair value estimate by about $1 to $244.55 as they balance a lower discount rate and slightly higher projected profit margins against more cautious revenue growth assumptions and recent shifts in Street price targets tied to the ramp of Uplizna and ongoing IRS dispute commentary. Analyst Commentary Recent Street research on Amgen has been mixed, with some firms raising price targets around the launch of Uplizna in generalized myasthenia gravis and others trimming targets as they factor in tax uncertainty and differing views on long term growth drivers.
Mise à jour du récit • May 31
AMGN: Fair Outlook Balances Rare Disease Potential With Expanded Manufacturing Investment
Amgen's fair value estimate has shifted modestly higher to about $352 per share, up from roughly $350. This reflects analysts' mixed price target revisions around $427 and updated expectations for rare disease and other growth drivers.Mise à jour du récit • May 14
AMGN: Fair Outlook Weighs Pipeline Execution Against Expanded Manufacturing Commitments
Analysts have nudged the Amgen price target slightly lower to about $350. This reflects a modest increase in the discount rate, slightly softer revenue growth assumptions and a small reduction in the future P/E multiple, partly offset by a higher projected profit margin and a mix of recent upgrades, downgrades and price target revisions across the Street.Mise à jour du récit • Apr 28
AMGN: Recent Rally And Trial Uncertainty Will Pressure Future Returns
Amgen's fair value estimate has moved from about $230.89 to $243.49 as analysts factor in a series of higher price targets from firms across the Street, balanced by several neutral initiations. These initiations point to solid fundamentals but mixed views on potential upside from this level.
Mise à jour du récit • Apr 14
AMGN: Diversified Autoimmune And Cardiovascular Pipeline Will Support Future Cash Generation
Analysts have lifted Amgen's average price target, with changes such as the recent $10, $17, $6, $10 and $15 upward revisions reflecting updated views on its pipeline progress, commercial execution, and refreshed financial models. Analyst Commentary Recent Street research on Amgen shows a cluster of higher price targets and fresh coverage that centers on its pipeline, commercial performance, and updated financial models.Mise à jour du récit • Mar 30
AMGN: Obesity And Cardiovascular Pipeline Will Support Future Cash Generation
Analysts kept the $432 price target for Amgen steady, reflecting a balance between recent target increases tied to pipeline and commercial updates, and newer Hold and Equal Weight initiations that describe the shares as fairly valued after a strong run. Analyst Commentary Recent research on Amgen shows a mix of optimism and caution around valuation, with bullish analysts highlighting commercial execution and the expanding pipeline, while newer initiations frame the shares as fairly valued after a strong move higher.Mise à jour du récit • Mar 16
AMGN: Fair Outlook Balances Patent Expiries With Late Stage Pipeline Potential
The Analyst Price Target for Amgen has been updated from $327.74 to $350.03 as analysts factor in recent price target increases tied to stronger near term commercial execution, added value from key Phase 3 pipeline assets, and a shift toward discounted cash flow based models that emphasize improved margin assumptions and a slightly lower discount rate. Analyst Commentary Recent Street commentary around Amgen reflects a mix of optimism about the current execution and pipeline, alongside ongoing debate about valuation, product risks, and long term earnings durability.Mise à jour du récit • Mar 02
AMGN: Obesity And Cardiovascular Pipeline Will Drive Future Cash Generation
The analyst price target for Amgen in this narrative has moved to $432. Analysts point to updated DCF assumptions, slightly lower revenue growth and profit margin inputs, and a modestly higher future P/E multiple supported by recent price target increases across the Street and ongoing confidence in the pipeline and guidance.Mise à jour du récit • Feb 16
AMGN: Long Patent Expiries And Heavier Spending Will Pressure Future Earnings
Analysts have lifted their price targets on Amgen by about $12 to reflect updated views on fair value, profitability, and future P/E assumptions, while also factoring in a higher discount rate and lower projected revenue growth. Analyst Commentary Recent research on Amgen points to a split view, with several firms lifting price targets while others are turning more cautious.Article d’analyse • Feb 11
Amgen (NASDAQ:AMGN) Is Increasing Its Dividend To $2.52
Amgen Inc.'s ( NASDAQ:AMGN ) dividend will be increasing from last year's payment of the same period to $2.52 on 6th of...Mise à jour du récit • Feb 02
AMGN: Obesity And Cardiovascular Pipeline Will Shape Long-Term Cash Generation
Analysts have nudged their Amgen price targets higher by about $10 to $20, citing a shift toward discounted cash flow analysis, steady execution in legacy products, and increased confidence in the obesity and cardiovascular pipeline. Analyst Commentary Recent research on Amgen highlights a wide range of opinions, but there is a clear cluster of bullish analysts who are leaning into higher price targets and more constructive ratings.Article d’analyse • Jan 21
Amgen's (NASDAQ:AMGN) Shareholders Will Receive A Bigger Dividend Than Last Year
Amgen Inc. ( NASDAQ:AMGN ) has announced that it will be increasing its dividend from last year's comparable payment on...Mise à jour du récit • Jan 19
AMGN: Obesity And Cardiovascular Pipeline Will Support Long-Term Upside Potential
Analysts have raised their price targets on Amgen into a higher range, with moves such as BofA's shift to a discounted cash flow approach and UBS's upgraded view on earnings and pipeline potential, even as others highlight upcoming patent expiries and spending needs that temper expectations. Analyst Commentary Recent research on Amgen shows a mix of cautious and constructive views, but the price target moves cluster in a higher range, with several firms now anchoring their models around pipeline contributions and cash flow potential alongside the existing portfolio.Article d’analyse • Jan 07
Amgen (NASDAQ:AMGN) Is Increasing Its Dividend To $2.52
Amgen Inc. ( NASDAQ:AMGN ) will increase its dividend from last year's comparable payment on the 6th of March to $2.52...Mise à jour du récit • Jan 05
AMGN: Patent Expiries And New Drug Launches Will Shape Future Performance
Analysts nudged their fair value estimate for Amgen higher to about $328 per share, up from roughly $323. This reflects slightly firmer revenue expectations and a higher assumed future P/E, balanced against more conservative profit margin assumptions and mixed Street views that highlight both the stability of the core business and uncertainty around patent expiries and new launches.Mise à jour du récit • Dec 15
AMGN: Margin Expansion And Pipeline Progress Will Drive Long-Term Upside Potential
Analysts have nudged their fair value estimate for Amgen higher to approximately $425 from about $405, reflecting a more constructive view on the company as a defensive large cap biotech with improving margin potential and an innovation pipeline that, while still facing patent expiry and execution risks, is increasingly seen as capable of supporting long term earnings power. Analyst Commentary Recent Street research on Amgen highlights a balanced but gradually improving sentiment backdrop, with a growing cohort of bullish analysts positioning the company as a core large cap biotech holding.Mise à jour du récit • Nov 30
AMGN: Future Pipeline Progress And Revenue Diversification Will Shape Performance
Amgen's analyst price target has been raised modestly to $322.88, with analysts citing stable revenue, recent guidance increases, and optimism around its pipeline despite ongoing challenges related to patent expiries. Analyst Commentary Recent Street research provides a nuanced view of Amgen’s valuation, outlook, and potential risk factors, with opinions split between those optimistic about its growth trajectory and those concerned about near-term challenges.Mise à jour du récit • Nov 16
AMGN: Future Pipeline Progress And Profit Margins Will Guide Near-Term Performance
Amgen's fair value target has increased by approximately $7 to $318.51, as analysts highlight robust profit margin improvement and sustained pipeline progress in their latest updates. Analyst Commentary Recent updates from Wall Street reveal a mix of optimism and caution surrounding Amgen’s outlook.Article d’analyse • Aug 13
Statutory Profit Doesn't Reflect How Good Amgen's (NASDAQ:AMGN) Earnings Are
Even though Amgen Inc. ( NASDAQ:AMGN ) posted strong earnings, investors appeared to be underwhelmed. We have done some...Article d’analyse • Aug 01
Is Amgen (NASDAQ:AMGN) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 17
Amgen: The Biotech That Knows How To Make Money
Summary Amgen's strategic growth through M&A and R&D investments has led to a diversified portfolio, with significant contributions from rare disease treatments and biosimilars. Financially robust, Amgen achieved record revenues of $33.4 billion in 2024, with strong EBITDA growth and high free cash flow, despite increased debt from acquisitions. The company's balanced business model and innovative pipeline, including promising drugs in oncology and cardiometabolic diseases, support a "Buy" rating with a 16.44% growth potential. Key risks include expiring patents and regulatory pressures, but Amgen's diversified strategy and strong cash flow position it well for future growth. Read the full article on Seeking AlphaNouveau récit • Apr 08
Biosimilar Competition And TEPEZZA Approvals Will Define Future Path
Declining prices combined with biosimilar competition and loss of exclusivity threaten revenue growth and profit margins.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$8b |
| Dec 31 2025 | US$25m | US$2m | US$8b |
| Sep 30 2025 | n/a | n/a | US$7b |
| Jun 30 2025 | n/a | n/a | US$7b |
| Mar 31 2025 | n/a | n/a | US$6b |
| Dec 31 2024 | US$24m | US$2m | US$4b |
| Sep 30 2024 | n/a | n/a | US$4b |
| Jun 30 2024 | n/a | n/a | US$3b |
| Mar 31 2024 | n/a | n/a | US$4b |
| Dec 31 2023 | US$23m | US$2m | US$7b |
| Sep 30 2023 | n/a | n/a | US$8b |
| Jun 30 2023 | n/a | n/a | US$8b |
| Mar 31 2023 | n/a | n/a | US$8b |
| Dec 31 2022 | US$21m | US$2m | US$7b |
| Sep 30 2022 | n/a | n/a | US$7b |
| Jun 30 2022 | n/a | n/a | US$7b |
| Mar 31 2022 | n/a | n/a | US$6b |
| Dec 31 2021 | US$22m | US$2m | US$6b |
| Sep 30 2021 | n/a | n/a | US$6b |
| Jun 30 2021 | n/a | n/a | US$6b |
| Mar 31 2021 | n/a | n/a | US$7b |
| Dec 31 2020 | US$20m | US$2m | US$7b |
| Sep 30 2020 | n/a | n/a | US$7b |
| Jun 30 2020 | n/a | n/a | US$7b |
| Mar 31 2020 | n/a | n/a | US$8b |
| Dec 31 2019 | US$20m | US$2m | US$8b |
Rémunération vs marché: La rémunération totale de Bob ($USD 24.69M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.63M ).
Rémunération et revenus: La rémunération de Bob a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Bob Bradway (63 yo)
14.2yrs
Titularisation
US$24,693,120
Compensation
Mr. Robert A. Bradway, also known as Bob, has been the Chief Executive Officer of Amgen Inc. since May 23, 2012 and served as its President since May 2010 until May 2012. Mr. Bradway is responsible for the...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman & CEO | 14.2yrs | US$24.69m | 0.11% $ 227.3m | |
| Executive VP & CFO | 6.5yrs | US$8.61m | 0.0074% $ 14.7m | |
| Executive Vice President of Global Markets and Policy | 7.8yrs | US$8.52m | 0.0076% $ 15.0m | |
| EVP of Research & Development | 1.6yrs | US$8.64m | 0.0013% $ 2.6m | |
| Executive Vice President of Operations | 10yrs | US$7.21m | 0.014% $ 27.6m | |
| Chief Accounting Officer & VP of Finance | 2.9yrs | pas de données | 0.00058% $ 1.1m | |
| SVP & Chief Technology Officer | less than a year | pas de données | pas de données | |
| Senior VP & Chief Information Officer | 1.7yrs | pas de données | pas de données | |
| Senior VP of Global Research & Chief Scientific Officer | 1.6yrs | pas de données | pas de données | |
| Executive Director of Investor Relations | no data | pas de données | pas de données | |
| Executive VP | 11yrs | US$7.24m | 0.0059% $ 11.6m | |
| Senior VP of Worldwide Compliance & Business Ethics and Chief Compliance Officer | 6.5yrs | pas de données | 0.0011% $ 2.2m |
6.5yrs
Durée moyenne de l'emploi
58.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de AMGN est chevronnée et expérimentée (6.5 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman & CEO | 14.8yrs | US$24.69m | 0.11% $ 227.3m | |
| Lead Independent Director | 13.6yrs | US$449.91k | 0.0015% $ 2.9m | |
| Co-Chair of the Scientific Advisory Board | no data | pas de données | pas de données | |
| Independent Director | 6yrs | US$379.90k | 0.000080% $ 158.2k | |
| Independent Director | 9.4yrs | US$393.69k | 0.00023% $ 454.7k | |
| Independent Director | 12.8yrs | US$399.90k | 0.0026% $ 5.1m | |
| Independent Director | 9.8yrs | US$400.17k | 0.000080% $ 158.2k | |
| Independent Director | 8.2yrs | US$379.91k | 0.00040% $ 790.8k | |
| Independent Director | 14.2yrs | US$380.13k | 0.00064% $ 1.3m | |
| Independent Director | 8.6yrs | US$369.91k | 0.0015% $ 2.9m | |
| Member of Scientific Advisory Board of Cardiovascular & Metabolic | 2.5yrs | US$59.67k | pas de données | |
| Co-Chair of the Scientific Advisory Board | less than a year | pas de données | pas de données |
9.4yrs
Durée moyenne de l'emploi
70yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de AMGN sont considérés comme expérimentés (ancienneté moyenne 9.4 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/20 19:13 |
| Cours de l'action en fin de journée | 2026/07/17 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Amgen Inc. est couverte par 61 analystes. 31 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Toung | Argus Research Company |
| Brian Skorney | Baird |
| Emily Field | Barclays |