Merck Beheer
Beheer criteriumcontroles 3/4
De CEO Merck is Rob Davis, benoemd in Apr2021, heeft een ambtstermijn van 5.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 20.80M, bestaande uit 7.9% salaris en 92.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.018% van de aandelen van het bedrijf, ter waarde $ 50.50M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.3 jaar en 6.7 jaar.
Belangrijke informatie
Rob Davis
Algemeen directeur
US$20.8m
Totale compensatie
| Percentage CEO-salaris | 7.91% |
| Dienstverband CEO | 5.1yrs |
| Eigendom CEO | 0.02% |
| Management gemiddelde ambtstermijn | 5.3yrs |
| Gemiddelde ambtstermijn bestuur | 6.7yrs |
Recente managementupdates
Recent updates
Merck: All The Focus On The Pipeline
May 03
MRK: Oncology Reorg And Deals For Targeted Therapies Will Support Higher P E Multiple
Analysts nudged the Merck price target higher by a few dollars per share, reflecting updated expectations for slightly lower revenue growth, a modestly higher profit margin, and a somewhat lower future P/E multiple, supported by recent research commentary on the pipeline and business development moves. Analyst Commentary Recent research has tilted positive around Merck, with several large firms adjusting their models and price targets to reflect updated views on the pipeline, partnered programs, and business development activity.
Merck & Co., Inc. – Tender Offer for Terns Pharmaceuticals, Inc. (Full Acquisition Transaction)
Author: Qudus Adebara (Founder of Wane Investment House) Transaction Overview Merck & Co., Inc. (known as MSD outside the U.S. and Canada) has formally commenced a cash tender offer to acquire all outstanding shares of Terns Pharmaceuticals, Inc., following the signing of a definitive agreement on March 25, 2026.MRK: Oncology Reorg And Pipeline Deals Will Support Higher Future P E Multiple
Analysts have lifted their Merck price targets by up to the mid double digits in recent weeks, citing higher modeled revenue growth, slightly stronger profit margins, and updated views on future P/E multiples as Merck advances its pipeline and business development moves. Analyst Commentary Recent Street research on Merck has been broadly constructive, with a cluster of price target revisions and fresh initiations pointing to confidence in the company’s execution, pipeline progress, and M&A activity.
MRK: M&A Execution Risks Around Terns And Revolution Will Restrain Future Upside
Analysts have nudged Merck's fair value estimate higher to approximately $101.30, reflecting updated assumptions for slightly stronger revenue growth, a modestly higher profit margin, and a marginally lower future P/E. This view is supported by a wave of recent price target increases into the $130 to $150 range and fresh Outperform or Overweight initiations on the stock.MRK: Pipeline Readouts And Oncology Reorg Will Support Higher Future P E Multiple
The analyst price target for Merck has been reset from $136 to $150. This reflects analysts' updated assumptions for modestly higher revenue growth, a stronger profit margin profile, and a slightly lower future P/E multiple, supported by recent research that highlights potential upside from Sac TMT, upcoming launches, and key Phase 3 readouts.MRK: Keytruda Cliff And M&A Uncertainty Will Likely Curb Long Term Upside
Analysts have lifted their Merck fair value estimate from $83.00 to about $101.04, pointing to broad price target hikes across the Street and citing confidence in upcoming product launches, Phase 3 readouts, and management's approach to the Keytruda loss of exclusivity. Analyst Commentary Recent research coverage on Merck has tilted positive, with several firms lifting price targets and starting the stock with favorable ratings.
MRK: Pipeline Readouts And Gardasil Policy Shifts Will Shape Forward Risk Balance
Analysts have lifted their Merck fair value estimate from $115.11 to $124.88, citing a higher expected future P/E, modestly higher projected revenue growth, and a series of recent price target hikes that highlight confidence in upcoming launches and data readouts. Analyst Commentary Recent Street research around Merck points to a generally constructive tone, with many firms adjusting ratings and price targets in a way that supports a higher fair value, while still flagging a few execution and policy watchpoints for investors to track.MRK: Rising Confidence In Pipeline Execution To Support Richer Future P E Multiple
Analysts have nudged our Merck fair value estimate higher to $136, reflecting a higher average price target across firms such as Scotiabank, Goldman Sachs, BMO, BofA, Citi, Wells Fargo, Bernstein, Cantor Fitzgerald, TD Cowen, and others, who cite stronger top line expectations, updated margin assumptions, and a richer future P/E multiple. Analyst Commentary Across recent research, bullish analysts are largely aligned in their view that Merck is executing well enough to support higher valuation assumptions.
The Oncology Anchor: Why Merck’s 46% Discount Defies the Keytruda Cliff
Merck’s 2026 narrative is a high-stakes drama centered on Keytruda , the world’s top-selling cancer drug. For years, the market has treated Merck like a "one-trick pony" due to the looming 2028 "patent cliff," where Keytruda will lose its legal protection and face generic competition.MRK: M&A Pipeline And Gardasil Policy Shifts Will Shape Future Risk Balance
Analysts lifted their Merck fair value estimate by about $8.50 to $115.11 per share as they factor in a higher future P/E multiple, recent price target increases from several firms, and growing confidence in the company being added to BofA's "US 1 List." Analyst Commentary Recent research on Merck gives you a mix of confidence in the company’s execution and some clear areas to watch. Here is how the current commentary breaks down.MRK: Cidara Flu Deal Will Likely Highlight Overstated Long Term Hopes
Narrative Update The analyst price target for Merck has moved higher to a range of about $105 to $135. Analysts point to sector re-ratings, recent upgrades to Outperform, and confidence in the company’s product pipeline and deal activity as key drivers of their updated views.MRK: Cidara Flu Deal Will Likely Expose Overstated Long Term Expectations
Analysts have nudged their fair value estimate for Merck higher, lifting the price target by $1 to $83 as they factor in stronger revenue growth, improved profit margins, and a lower future P/E multiple supported by recent positive research initiations and deal activity. Analyst Commentary Street research around Merck has turned more constructive in recent weeks, with several firms highlighting an improving growth outlook and a more attractive risk reward profile.Merck predicts unstoppable growth with KEYTRUDA and WINREVAIR hitting record hihs
based on Q3 resultMRK: Cidara Acquisition And Patent Overhang Will Shape Future Risk Reward Balance
Analysts have modestly raised their fair value estimate for Merck to approximately $106.62 from about $104.27 per share, citing the higher Street price target of $105, growing confidence in its infectious disease and oncology pipeline, and the view that shares remain attractively valued relative to the company's long term growth prospects. Analyst Commentary Street research on Merck continues to highlight a constructive long term outlook balanced by execution and concentration risks, with recent notes refining expectations around valuation, pipeline durability, and capital allocation.Merck (NYSE:MRK) Is Increasing Its Dividend To $0.85
Dec 02
MRK: Recent Pipeline Deals And Patent Expiry Will Shape Outlook Ahead
Analysts have raised the price target for Merck to $105 from $98, citing stronger growth prospects and a more favorable valuation because of the company’s expanding pipeline and recent strategic deals. Analyst Commentary Recent analyst commentary on Merck highlights both positive momentum and notable risks that could influence the company’s trajectory in the months ahead.Merck & Co., Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Nov 02US Investments And New Product Launches Will Shape Future Markets
Merck’s analyst price target edged up to $101.75, driven by positive sentiment around the Verona Pharma acquisition’s boost to the respiratory portfolio, ongoing digital and oncology partnerships, and stable vaccine outlook. Analyst Commentary Bullish analysts point to Merck’s $10B acquisition of Verona Pharma, seeing Verona’s Ohtu as a strategic anchor drug to expand Merck’s respiratory franchise and enhance competitiveness against major therapeutics in the space.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$9b |
| Dec 31 2025 | US$21m | US$2m | US$18b |
| Sep 30 2025 | n/a | n/a | US$19b |
| Jun 30 2025 | n/a | n/a | US$16b |
| Mar 31 2025 | n/a | n/a | US$17b |
| Dec 31 2024 | US$23m | US$2m | US$17b |
| Sep 30 2024 | n/a | n/a | US$12b |
| Jun 30 2024 | n/a | n/a | US$14b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$20m | US$2m | US$365m |
| Sep 30 2023 | n/a | n/a | US$5b |
| Jun 30 2023 | n/a | n/a | US$3b |
| Mar 31 2023 | n/a | n/a | US$13b |
| Dec 31 2022 | US$19m | US$2m | US$15b |
| Sep 30 2022 | n/a | n/a | US$15b |
| Jun 30 2022 | n/a | n/a | US$17b |
| Mar 31 2022 | n/a | n/a | US$14b |
| Dec 31 2021 | US$14m | US$1m | US$12b |
| Sep 30 2021 | n/a | n/a | US$6b |
| Jun 30 2021 | n/a | n/a | US$4b |
| Mar 31 2021 | n/a | n/a | US$5b |
| Dec 31 2020 | US$7m | US$1m | US$5b |
| Sep 30 2020 | n/a | n/a | US$9b |
| Jun 30 2020 | n/a | n/a | US$9b |
| Mar 31 2020 | n/a | n/a | US$9b |
| Dec 31 2019 | US$8m | US$1m | US$6b |
Compensatie versus markt: De totale vergoeding ($USD 20.80M ) Rob } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.60M ).
Compensatie versus inkomsten: De vergoeding van Rob is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Rob Davis (58 yo)
5.1yrs
Tenure
US$20,797,845
Compensatie
Mr. Robert M. Davis, also known as Rob, J.D., is CEO and Director of Merck Sharp & Dohme LLC since July 1, 2021 and has been its Chairman since December 1, 2022. He is Chief Executive Officer and Director...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 5.1yrs | US$20.80m | 0.018% $ 50.5m | |
| Executive VP & CFO | 5.1yrs | US$7.51m | 0.0037% $ 10.1m | |
| Executive VP & General Counsel | 8.1yrs | US$5.86m | 0.0028% $ 7.7m | |
| Executive VP & President of Merck Manufacturing Division | 16.5yrs | US$5.41m | 0.0081% $ 22.5m | |
| Executive VP & President of Merck Research Laboratories | 8.5yrs | US$8.89m | 0.0038% $ 10.6m | |
| Senior VP of Finance | 2.4yrs | geen gegevens | 0.00033% $ 914.2k | |
| Executive VP and Chief Information & Digital Officer | no data | geen gegevens | 0.0013% $ 3.5m | |
| Vice President of Investor Relations | 6.8yrs | geen gegevens | geen gegevens | |
| Executive Vice President of Strategic Access | less than a year | US$13.94m | 0.0024% $ 6.8m | |
| Executive VP & Chief Human Resources Officer | 2.1yrs | US$11.26m | 0.00056% $ 1.6m | |
| Executive VP & President of Merck Animal Health | 14.7yrs | US$9.10m | 0.0065% $ 18.0m | |
| Executive VP and President of Oncology & MSD International | 5.3yrs | geen gegevens | 0.00089% $ 2.5m |
5.3yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van MRK is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 4.8yrs | US$20.80m | 0.018% $ 50.5m | |
| Independent Director | 10.7yrs | US$405.00k | 0.000070% $ 193.9k | |
| Independent Director | 30.7yrs | US$365.00k | 0.00053% $ 1.5m | |
| Independent Lead Director | 18.5yrs | US$415.00k | 0.00021% $ 581.7k | |
| Independent Director | 6yrs | US$340.00k | 0.000040% $ 110.8k | |
| Independent Director | 4yrs | US$350.00k | 0.00065% $ 1.8m | |
| Independent Director | 8.2yrs | US$340.00k | 0.00012% $ 332.4k | |
| Independent Director | 5.2yrs | US$350.00k | 0% $ 0 | |
| Independent Director | 6.2yrs | US$340.00k | 0.000020% $ 55.4k | |
| Independent Director | 6.2yrs | US$385.00k | 0% $ 0 | |
| Independent Director | 10.7yrs | US$405.00k | 0% $ 0 | |
| Independent Director | 7.2yrs | US$340.00k | 0% $ 0 |
6.7yrs
Gemiddelde duur
66.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van MRK wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.7 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/04 20:35 |
| Aandelenkoers aan het einde van de dag | 2026/05/01 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Merck & Co., Inc. wordt gevolgd door 50 analisten. 21 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| David Toung | Argus Research Company |
| Emily Field | Barclays |
| Charles Butler | Barclays |