Amgen Inc.

NasdaqGS:AMGN 株式レポート

時価総額:US$178.5b

Amgen マネジメント

マネジメント 基準チェック /34

Amgenの CEO はBob Bradwayで、 May2012年に任命され、 の在任期間は 14.58年です。 の年間総報酬は$ 24.69Mで、 7.8%給与と92.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.11%を直接所有しており、その価値は$ 205.23M 。経営陣と取締役会の平均在任期間はそれぞれ6.3年と9.3年です。

主要情報

Bob Bradway

最高経営責任者

US$24.7m

報酬総額

CEO給与比率7.80%
CEO在任期間14yrs
CEOの所有権0.1%
経営陣の平均在職期間6.3yrs
取締役会の平均在任期間9.3yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ Apr 27

Amgen Inc. (AMGN): The Biotech Titan Braces for a MariTide Moment

Amgen Inc. (AMGN) , the global vanguard of innovative biologics and rare disease therapies, enters the final week of April 2026 in a state of high-stakes clinical anticipation.
ナラティブの更新 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.
Seeking Alpha Apr 07

Amgen's Thyroid Eye Disease Data Rocks Rival Viridian, Makes It The Better Buy

Summary Amgen Inc. is rated a solid Buy, supported by robust revenue growth, pipeline strength, and recent FDA approvals despite looming patent expiries on legacy drugs. Tepezza's successful Phase 3 subcutaneous trial enhances its competitive position in the Thyroid Eye Disease - TED - market, targeting expanded patient access and chronic use. AMGN's 2026 guidance projects $37–$38.4bn in revenue and non-GAAP EPS of $21.6–$23, with a forward P/E of ~17x and a diverse late-stage pipeline. Tepezza may soon face competition from Viridian Therapeutics, Inc.'s veligrotug in TED, which could be approved in June. Viridian also has a subQ TED therapy in Phase 3 studies. While the market has sold VRDN stock on underwhelming clinical data, approvals for both of its assets is not unlikely, helping the company grow its valuation and grow the TED market for itself and AMGN. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 Jun 20

Amgen Inc.'s (NASDAQ:AMGN) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
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 Alpha
新しいナラティブ 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.
新しいナラティブ Apr 08

Expanding Oncology Portfolio And International Launches Will Unlock Potential

Expansion in oncology and rare diseases, coupled with strategic pipeline innovations, promises substantial long-term revenue and earnings growth.
Seeking Alpha Mar 31

Amgen: Excellent Buy And Hold For A Volatile Market

Summary Amgen is a robust long-term investment due to its strong profitability, competitive moat, and promising pipeline, including an anti-obesity drug. Despite modest short-term growth guidance, AMGN's Horizon Therapeutics acquisition and innovation pipeline offer significant long-term potential. AMGN's 3.1% dividend yield, prudent debt management, and reasonable valuation make it an attractive 'buy and hold' stock. Read the full article on Seeking Alpha
Seeking Alpha Mar 10

Amgen: Riding The MariTide Of Monthly Weight Loss

Summary Amgen Inc.'s stock has surged 13% recently, likely due to promising developments with its obesity injection, MariTide, which offers unique benefits over current treatments. MariTide's dual mechanism and less frequent dosing could enhance weight loss and diabetes management, potentially capturing a significant market share. Analysts project MariTide could generate $5 billion in peak annual revenue, bolstering Amgen's growth amidst competition from Eli Lilly, Novo Nordisk, and others. Despite competitive pressures and regulatory risks, MariTide's advancement into Phase 3 trials positions Amgen for mid-to-high single-digit revenue growth, making AMGN stock a "buy". Read the full article on Seeking Alpha
Seeking Alpha Feb 26

Amgen Stock: Why I Still Rate It A 'Buy'

Summary In early February, Amgen released financial results for the 4th quarter of 2024, which I was eagerly awaiting. In addition to demonstrating efficacy in the treatment of nasal polyps in Phase 3, Tezspire achieved sales of $296 million in Q4 2024, an increase of 67.2% year-over-year. On the other hand, sales of Repatha, the flagship of Amgen's cardiovascular franchise, reached $606 million, an increase of 45.3% compared to the fourth quarter of 2023. In this article, dear Seeking Alpha readers, you will learn about additional factors that explain why I continue to cover AMGN stock with a 'Buy' rating. Read the full article on Seeking Alpha

CEO報酬分析

Amgen の収益と比較して、Bob Bradway の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$8b

Dec 31 2025US$25mUS$2m

US$8b

Sep 30 2025n/an/a

US$7b

Jun 30 2025n/an/a

US$7b

Mar 31 2025n/an/a

US$6b

Dec 31 2024US$24mUS$2m

US$4b

Sep 30 2024n/an/a

US$4b

Jun 30 2024n/an/a

US$3b

Mar 31 2024n/an/a

US$4b

Dec 31 2023US$23mUS$2m

US$7b

Sep 30 2023n/an/a

US$8b

Jun 30 2023n/an/a

US$8b

Mar 31 2023n/an/a

US$8b

Dec 31 2022US$21mUS$2m

US$7b

Sep 30 2022n/an/a

US$7b

Jun 30 2022n/an/a

US$7b

Mar 31 2022n/an/a

US$6b

Dec 31 2021US$22mUS$2m

US$6b

Sep 30 2021n/an/a

US$6b

Jun 30 2021n/an/a

US$6b

Mar 31 2021n/an/a

US$7b

Dec 31 2020US$20mUS$2m

US$7b

Sep 30 2020n/an/a

US$7b

Jun 30 2020n/an/a

US$7b

Mar 31 2020n/an/a

US$8b

Dec 31 2019US$20mUS$2m

US$8b

報酬と市場: Bobの 総報酬 ($USD 24.69M ) は、 US市場 ($USD 14.80M ) の同規模の企業の平均を上回っています。

報酬と収益: Bobの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Bob Bradway (62 yo)

14yrs
在職期間
US$24,693,120
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Robert Bradway
Chairman & CEO14yrsUS$24.69m0.11%
$ 205.2m
Peter Griffith
Executive VP & CFO6.3yrsUS$8.61m0.0074%
$ 13.3m
David Reese
Executive VP & CTO2.4yrsUS$8.29m0.0062%
$ 11.0m
Murdo Gordon
Executive Vice President of Global Commercial Operations7.7yrsUS$8.52m0.0076%
$ 13.5m
James Bradner
Executive Vice President of Research & Development1.4yrsUS$8.64m0.0013%
$ 2.3m
Esteban Santos
Executive Vice President of Operations9.8yrsUS$7.21m0.014%
$ 24.9m
Matthew Busch
Chief Accounting Officer & VP of Finance2.8yrsデータなし0.00058%
$ 1.0m
Scott Skellenger
Senior VP & Chief Information Officer1.5yrsデータなしデータなし
Howard Chang
Senior VP of Global Research & Chief Scientific Officer1.4yrsデータなしデータなし
Casey Capparelli
Executive Director of Investor Relationsno dataデータなしデータなし
Jonathan Graham
Executive VP10.8yrsUS$7.24m0.0059%
$ 10.5m
Nancy Grygiel
Senior VP of Worldwide Compliance & Business Ethics and Chief Compliance Officer6.3yrsデータなし0.0011%
$ 2.0m
6.3yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: AMGNの経営陣は経験豊富で経験豊富です(平均在職期間は6.3年)。


取締役

名称ポジション在職期間報酬所有権
Robert Bradway
Chairman & CEO14.6yrsUS$24.69m0.11%
$ 205.2m
Robert Eckert
Lead Independent Director13.4yrsUS$449.91k0.0013%
$ 2.3m
Charles Sigal
Co-Chair of the Scientific Advisory Boardno dataデータなしデータなし
Amy Miles
Independent Director5.8yrsUS$379.90k0.000080%
$ 142.8k
Charles Holley
Independent Director9.3yrsUS$393.69k0.00023%
$ 410.6k
Gregory Garland
Independent Director12.6yrsUS$399.90k0.0024%
$ 4.4m
Ellen Kullman
Independent Director9.6yrsUS$400.17k0.000080%
$ 142.8k
Brian Druker
Independent Director8yrsUS$379.91k0.00040%
$ 714.0k
Tyler Jacks
Independent Director14yrsUS$380.13k0.00064%
$ 1.1m
Wanda Austin
Independent Director8.4yrsUS$369.91k0.0014%
$ 2.4m
R. Williams
Member of Scientific Advisory Board of Cardiovascular & Metabolic2.3yrsUS$59.67kデータなし
Jonathan Weissman
Co-Chair of the Scientific Advisory Boardless than a yearデータなしデータなし
9.3yrs
平均在職期間
69yo
平均年齢

経験豊富なボード: AMGNの 取締役会経験豊富 であると考えられます ( 9.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 12:29
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Amgen Inc. 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。61

アナリスト機関
David ToungArgus Research Company
Brian SkorneyBaird
Emily FieldBarclays