Amgen Inc.

NasdaqGS:AMGN 株式レポート

時価総額:US$234.5b

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 14.25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$ 269.12M 。経営陣と取締役会の平均在任期間はそれぞれ6.6年と9.5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14.3yrs
CEOの所有権0.1%
経営陣の平均在職期間6.6yrs
取締役会の平均在任期間9.5yrs

経営陣の近況

Recent updates

ナラティブ更新 Aug 20

AMGN: IRS And Regulatory Setbacks Will Restrain Pipeline Driven Repricing

Amgen's analyst fair value estimate has moved from about $252.61 to roughly $271.69, reflecting a series of higher Street price targets that analysts link to Q2 earnings strength, an updated revenue and margin outlook, and confidence in the company’s pipeline and recently launched products. Analyst Commentary Street research on Amgen after Q2 clusters around a clear message.
ナラティブ更新 Aug 06

AMGN: Fair Outlook Weighs Pipeline Execution Against Cybersecurity And Regulatory Risks

Amgen's updated analyst price target reflects a move higher, supported by recent upward revisions to earnings estimates and increased confidence from analysts in the company's Q2 performance and late stage pipeline catalysts, including MariTide and key cardiovascular programs. Analyst Commentary Recent Street research on Amgen shows a broadly constructive tone, with many firms lifting price targets after Q2 results while still flagging execution and timing risks around key programs such as MariTide and olpasiran.
Seeking Alpha Aug 05

Amgen: First $10 Billion Quarter, More Growth Ahead

Summary Amgen Inc. delivered a strong Q2 results, beating revenue and EPS estimates, and raised full-year guidance by $1 billion and $0.50, respectively. Despite $7 billion in LOE headwinds, Amgen’s commercial portfolio—driven by Repatha, Uplizna, Evenity, Tezspire, and Imdelltra—continues to outperform expectations. Key pipeline catalysts, including MariTide and olpasiran phase 3 readouts, are expected in 2027–2028, with near-term pipeline news flow remaining light. AMGN’s $43.3 billion net debt limits major M&A, but in-licensing and bolt-on deals remain viable; BeOne Medicines stake offers potential balance sheet improvement. Read the full article on Seeking Alpha
新しいナラティブ 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.

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
Jun 30 2026n/an/a

US$9b

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 14.46M ) 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 (63 yo)

14.3yrs
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 & CEO14.3yrsUS$24.69m0.11%
$ 269.1m
Peter Griffith
Executive VP & CFO6.6yrsUS$8.61m0.0074%
$ 17.4m
Murdo Gordon
Executive Vice President of Global Markets and Policy7.9yrsUS$8.52m0.0076%
$ 17.7m
James Bradner
EVP of Research & Development1.7yrsUS$8.64m0.0013%
$ 3.1m
Esteban Santos
Executive Vice President of Operations10.1yrsUS$7.21m0.014%
$ 32.7m
Matthew Busch
Chief Accounting Officer & VP of Finance3yrsデータなし0.00058%
$ 1.4m
Sean Bruich
SVP & Chief Technology Officerless than a yearデータなしデータなし
Scott Skellenger
Senior VP & Chief Information Officer1.8yrsデータなしデータなし
Howard Chang
Senior VP of Global Research & Chief Scientific Officer1.7yrs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 VP11.1yrsUS$7.24m0.0059%
$ 13.7m
Nancy Grygiel
Senior VP of Worldwide Compliance & Business Ethics and Chief Compliance Officer6.6yrsデータなし0.0011%
$ 2.6m
6.6yrs
平均在職期間
58.5yo
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6.6年)。


取締役

名称ポジション在職期間報酬所有権
Robert Bradway
Chairman & CEO14.8yrsUS$24.69m0.11%
$ 269.1m
Robert Eckert
Lead Independent Director13.7yrsUS$449.91k0.0015%
$ 3.5m
Charles Sigal
Co-Chair of the Scientific Advisory Boardno dataデータなしデータなし
Amy Miles
Independent Director6.1yrsUS$379.90k0.000080%
$ 187.6k
Charles Holley
Independent Director9.5yrsUS$393.69k0.00023%
$ 539.3k
Gregory Garland
Independent Director12.8yrsUS$399.90k0.0026%
$ 6.0m
Ellen Kullman
Independent Director9.8yrsUS$400.17k0.000080%
$ 187.6k
Brian Druker
Independent Director8.3yrsUS$379.91k0.00040%
$ 938.0k
Tyler Jacks
Independent Director14.3yrsUS$380.13k0.00064%
$ 1.5m
Wanda Austin
Independent Director8.7yrsUS$369.91k0.0015%
$ 3.5m
R. Williams
Member of Scientific Advisory Board of Cardiovascular & Metabolic2.6yrsUS$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
9.5yrs
平均在職期間
70yo
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 ( 9.5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2026/08/21 03:44
終値2026/08/20 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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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. 31 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
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