AMGN Amgen Inc
XNAS
471.60
+2.36%
Pre-market
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
AMGN
$471.60
▲ +2.36%
Key stats
$460.73
Pre-market
$471.60
+2.36%
- 52-Week Range
- $288.00 – $468.27
- YTD
- +40.62%
- IV Rank (30D)
- 53.64
- Straddle Price
- $32.80
- P/C Vol Ratio
- 1.22
- Market Cap
- $244.3B
- Open
- $465.57
- Day Range
- $457.36 – $468.27
- Volume
- 2,982,868
- Prev Close
- $451.83
Fair Value
-0.9% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.99% |
| Beta vs SPY | 0.61 |
| Cost of Equity (CAPM) | 8.04% (VRP-adj) |
| WACC | 7.66% |
| Volatility Risk Premium | +28.6pp (IV − HV30) |
| Effective Tax Rate | 15.0% |
| Rev. Growth (YoY, DCF input) | +5.2% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.05 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $10.2B |
| Return on Equity (TTM) | 74.8% |
| Book / Price | 4.7% |
| Gross Margin (TTM) | 69.5% |
| FCF Margin (TTM) | 26.7% |
| Debt / Equity | 4.44 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +7.8% (reverse-DCF on current price) |
| SMA 50 | $419.32 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $428.05 |
| Bollinger Width / SMA20 | 3.8% (drives anchor stability) |
| Net Debt | $37.9B |
| Market Cap | $250B |
Peers used for multiples: ABBV, GILD, JNJ, LLY, MRK, REGN, UNH, VRTX
Blended Fair Value
$456.77
Deviation
-0.9%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $377.08 | 16% | |
| DDM (Gordon) | $430.61 | 13% | |
| Peer P/E | $686.64 | 7% | median 40.5× · 7 peers |
| Peer EV/EBITDA | $639.10 | 7% | median 22.7× · 8 peers |
| Peer P/B | $172.20 | 1% | median 8.0× · 7 peers |
| Peer P/S | $481.58 | 5% | median 6.5× · 8 peers |
| Market Anchor (SMA50) | $419.32 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $464.98 | 16% | 63 strikes · skew +0.20 |
As of 2026-10-30 · updated
Related
About
- Industry (SIC)
- BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES) (2836) · industry map
- Exchange
- XNAS
- Market Cap
- $244.3B
- Employees
- 31,500
- List Date
- 1983-06-17
- CIK
- 0000318154
- Next Earnings
- 2026-11-03 (After-Close)
- EPS Forecast
- $5.79
- Headquarters
- Thousand Oaks, CA
- Homepage
- https://www.amgen.com
Amgen is a leader in biotechnology-based human therapeutics. Flagship drugs include red blood cell boosters Epogen and Aranesp, immune system boosters Neupogen and Neulasta, and Enbrel and Otezla for inflammatory diseases. Amgen introduced its first cancer therapeutic, Vectibix, in 2006 and markets bone-strengthening drugs Prolia/Xgeva (approved 2010) and Evenity (2019). The acquisition of Onyx Pharmaceuticals bolstered the firm's therapeutic oncology portfolio with Kyprolis, which has been further strengthened with the launch of new drugs in blood cancers (Blincyto) and solid tumors (Imdelltr…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 6.52% | 0.20% | -3.54% | 5.67% | 10.08% | 4.35% | 3.88% |
| Feb | -6.45% | -0.96% | -5.99% | -15.63% | 6.64% | 12.61% | -1.63% |
| Mar | 9.59% | 7.38% | 2.35% | 1.42% | 0.25% | -8.78% | 2.04% |
| Apr | -3.82% | -4.08% | -1.92% | -3.22% | -5.21% | -1.99% | -3.37% |
| May | -3.03% | 11.18% | -7.64% | 10.27% | 1.55% | 2.11% | 2.41% |
| Jun | 4.35% | -3.99% | 3.62% | 1.64% | -3.21% | 10.02% | 2.07% |
| Jul | -2.17% | 0.78% | 4.06% | 6.90% | 1.58% | 6.96% | 3.02% |
| Aug | -5.95% | -2.17% | 10.43% | -0.51% | -3.09% | 13.46% | 2.03% |
| Sep | -4.79% | -8.19% | 4.69% | -2.51% | -1.65% | -3.79% | -2.71% |
| Oct | -3.25% | 17.32% | -3.98% | -0.05% | -0.02% | 13.13%* | 3.86% |
| Nov | -5.20% | 5.27% | 3.37% | -11.39% | 16.59% | -- | 1.73% |
| Dec | 12.04% | -8.15% | 5.71% | -6.28% | -3.02% | -- | 0.06% |
| Total | -4.32% | 12.03% | 9.97% | -15.59% | 20.00% | 55.89% | 13.00% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $428.05
SMA 50: $419.32
SMA 200: $374.10
Current: $460.73
EMA 12: $440.96
EMA 26: $429.33
MACD: 11.6254 | Signal: 2.8979
BULLISH
ADX (14): 32.27
TREND
+DI: 39.08
−DI: 10.53
Momentum Oscillators
RSI (14): 69.58
NEUTRAL
Stoch %K: 91.76
Stoch %D: 90.17
Williams %R: -13.17
Volume & Volatility
BB Upper: $463.14
BB Lower: $392.95
NEUTRAL
OBV: 123,297,218
Vol SMA 20: 2,628,763
Vol ROC: -36.02%
ATR: $11.22
True Range: $16.44
HV 20: 25.2%
HV 30: 27.5%
HV 60: 33.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-31T00:00:00 – 2026-10-29T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 6/10)
Key Drivers:
- Overbought RSI and Stochastic Oscillators
- Bullish MACD histogram, but diverging from price action
- High IV premium compared to historical volatility
- Mixed news sentiment with some negative headlines
Primary Risks:
- Potential breakdown below the $345.39 lower Bollinger Band
- Options market pricing a significant move by expiration
Investment Thesis: AMGN's recent strong performance may be at risk of correction due to overbought technical indicators and mixed news sentiment.
Recent News Sentiment Impact: The negative headline about AMGN's data breach has contributed to the bearish tone, despite the overall neutral news sentiment.
Technical Analysis
Trend Direction: Short-term: Uptrend (since 2026-07-20) Medium-term: Uptrend (since 2026-06-15) Long-term: Uptrend (since 2025-12-15)
Support/Resistance Levels:
- Lower Bollinger Band: $345.39
- Middle Bollinger Band: $379.33
Momentum Signals: RSI: Overbought (>70) - potential sell signal Stochastic Oscillators: Overbought (88.03) and %D at 81.38 - cautionary signs MACD: Bullish histogram, but diverging from price action - mixed signal
News & Sentiment Analysis
Recent Headlines Summary: Mostly neutral news headlines with some negative sentiment.
Sentiment Assessment: Neutral (Positive/Negative/Neutral: 2-3-5)
Catalyst Identification: No immediate catalysts identified, but the upcoming earnings report could be a key event.
Market Narrative: The mixed news sentiment and overbought technical indicators have created a potential headwind for AMGN's short-term performance.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to market (beta <0.8)
Volatility Regime: Low volatility - stock moves less than market
Options Market Signals: IV Rank: 47.3% (Medium) Put/Call Volume Ratio: 1.40 (Bearish sentiment) Put/Call OI Ratio: 0.75 Market Expectation: Options market pricing a $27.80 move by expiration
Market Context & Positioning
Sector Performance: AMGN is outperforming the Health Care sector.
Institutional Activity: No unusual institutional activity detected.
Correlation Analysis: AMGN has a low correlation with the broader market (R-squared: 0.21).
Relative Valuation: AMGN's valuation remains within its trading range.
Key Levels & Action Items
Critical Price Levels: Support: $379.33 (Middle Bollinger Band) Resistance: $413.27 (Upper Bollinger Band)
Breakout/Breakdown Levels: Breakdown below $345.39 (Lower Bollinger Band) could trigger a significant move.
Time-Sensitive Catalysts: The upcoming earnings report could be a key event.
Risk Management: Consider setting stop-loss levels at or below the $379.33 support and adjusting position sizes accordingly.
Generated
News
All AMGN news →
Amgen's quarterly revenue swings between $8.1B and $10.1B, while Vertex climbs steadily from $2.8B to $3.3B—a tale of scale versus trajectory.
Dow Jones biotech giant Amgen stock is trying to break out past a new buy point ahead of the firm's Q3 earnings report. The post Dow Jones Biotech Giant Amgen Breaks Out Ahead Of Q3 Earnings Results appeared first on Investor's Business Daily .
Amgen's 9.9% revenue growth outpaces Novo Nordisk, but a 33.1% net margin and lower valuation multiples tell a different profitability story.
Both of these biotech stocks could be appealing to income investors.
Showing 1–10 of 26
Page 1 of 3
Earnings History
10 of 23 under expected move
Avg Expected Move
4.00%
Avg Actual Move
4.48%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-02 | After-Close | 3.53% | 1.42% | 0.40x | Within |
| 2021-04-27 | After-Close | 2.78% | 7.22% | 2.60x | Exceeded |
| 2021-08-03 | After-Close | 3.13% | 6.46% | 2.06x | Exceeded |
| 2021-11-02 | After-Close | 3.55% | 1.81% | 0.51x | Within |
| 2022-02-07 | After-Close | 5.31% | 7.82% | 1.47x | Exceeded |
| 2022-04-27 | After-Close | 3.95% | 4.28% | 1.08x | Exceeded |
| 2022-08-04 | After-Close | 3.09% | 0.30% | 0.10x | Within |
| 2022-11-03 | After-Close | 3.07% | 1.19% | 0.39x | Within |
| 2023-01-31 | After-Close | 3.59% | 2.37% | 0.66x | Within |
| 2023-04-27 | After-Close | 3.10% | 0.25% | 0.08x | Within |
| 2023-08-03 | After-Close | 2.99% | 5.45% | 1.82x | Exceeded |
| 2023-10-31 | After-Close | 1.94% | 2.01% | 1.04x | Exceeded |
| 2024-02-06 | After-Close | 4.41% | 6.39% | 1.45x | Exceeded |
| 2024-05-02 | After-Close | 4.89% | 11.82% | 2.42x | Exceeded |
| 2024-08-06 | After-Close | 5.37% | 5.00% | 0.93x | Within |
| 2024-10-30 | After-Close | 5.13% | 1.46% | 0.28x | Within |
| 2025-02-04 | After-Close | 4.44% | 6.50% | 1.46x | Exceeded |
| 2025-05-01 | After-Close | 4.53% | 0.90% | 0.20x | Within |
| 2025-08-05 | After-Close | 4.74% | 5.14% | 1.08x | Exceeded |
| 2025-11-04 | After-Close | 4.76% | 7.81% | 1.64x | Exceeded |
| 2026-02-03 | After-Close | 4.36% | 8.15% | 1.87x | Exceeded |
| 2026-04-30 | After-Close | 4.49% | 4.75% | 1.06x | Exceeded |
| 2026-08-04 | After-Close | 4.83% | 4.57% | 0.95x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
AMGN Options Activity & IV Rank
AMGN IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 31.7%
7-DTE IV: 42.7%
Expected Move: $32.80
7-DTE Move: $23.33
Days to Exp: 29 (2026-11-27)
Options Flow
Call Volume: 210
Put Volume: 256
P/C Volume: 1.219
NEUTRAL
Call OI: 181
Put OI: 234
P/C OI: 1.293
Total OI: 415
ATM Options Pricing
ATM Call: $16.70
ATM Put: $16.10
Call %: 3.6%
Put %: 3.5%
Chain Summary
Chain Volume: 20,890
Chain OI: 121,956
Last Updated: 10/29/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 93rd percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
93%
vs own history
GEX tilt
+0.66
OI-weighted, today
Vanna tilt
+0.06
δ-sensitivity to IV
Charm tilt
-0.41
δ-decay vs time
Charm tilt -0.41: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 210 ATM contracts, 46k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
73%
+7.0
pts
EXTREME
as of Oct 29 · ATM 37.1% / Wing 44.2%
30 DTE / 10d
56%
+5.7
pts
EXTREME
as of Oct 29 · ATM 31.8% / Wing 37.4%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)68.5MediumOct 29
IV Rank (30 DTE)53.6MediumOct 29
Straddle Price (30 DTE)$32.80Oct 29
Beta Analysis
Risk Metrics
Beta: 0.4534
Alpha: 44.81%
Correlation: 0.1938
R-Squared: 3.8%
Stock Volatility: 29.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own AMGN
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $254.9M | #136 of 6285 | +280.6% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $230.4M | #56 of 4729 | -1.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $28.7M | #908 of 3716 | -65.5% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $7.9M | #378 of 997 | +48.0% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
AMGN Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 543,000,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
56 filers$2.01B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $474.23M | 23.56% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $332.46M | 16.52% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $214.99M | 10.68% | 2026-06-30 |
| 4 | Goldman Sachs Group Inc Custodian | $118.16M | 5.87% | 2026-06-30 |
| 5 | JPMorgan Chase & Co Custodian | $112.56M | 5.59% | 2026-06-30 |
| 6 | Barclays PLC Custodian | $83.65M | 4.16% | 2026-06-30 |
| 7 | IMC-Chicago, LLC Custodian | $74.27M | 3.69% | 2026-06-30 |
| 8 | National Bank of Canada Custodian | $70.61M | 3.51% | 2026-06-30 |
| 9 | Millennium Management LLC Custodian | $58.16M | 2.89% | 2026-06-30 |
| 10 | TUDOR INVESTMENT CORP ET AL | $57.87M | 2.88% | 2026-06-30 |
| 11 | Wolverine Trading, LLC Custodian | $47.31M | 2.35% | 2025-09-30 |
| 12 | Royal Bank of Canada Custodian | $43.45M | 2.16% | 2026-06-30 |
| 13 | GROUP ONE TRADING LLC Custodian | $38.13M | 1.89% | 2026-06-30 |
| 14 | Walleye Trading LLC | $36.86M | 1.83% | 2026-06-30 |
| 15 | D. E. Shaw & Co., Inc. Custodian | $29.15M | 1.45% | 2026-06-30 |
| 16 | BNP Paribas Financial Markets Custodian | $26.51M | 1.32% | 2026-06-30 |
| 17 | Citigroup Inc. Custodian | $23.36M | 1.16% | 2026-06-30 |
| 18 | Alphadyne Asset Management LP | $21.37M | 1.06% | 2026-06-30 |
| 19 | CAPITAL FUND MANAGEMENT S.A. | $15.21M | 0.76% | 2026-06-30 |
| 20 | Simplex Trading, LLC Custodian | $14.99M | 0.74% | 2026-06-30 |
| 21 | Walleye Capital LLC | $13.72M | 0.68% | 2026-06-30 |
| 22 | Eisler Capital Management Ltd. | $12.84M | 0.64% | 2025-09-30 |
| 23 | Qube Research & Technologies Ltd | $10.36M | 0.51% | 2026-06-30 |
| 24 | Allianz Asset Management GmbH | $9.85M | 0.49% | 2026-06-30 |
| 25 | HSBC Holdings plc Custodian | $9.17M | 0.46% | 2026-06-30 |
47 filers$2.33B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $582.83M | 24.97% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $306.82M | 13.15% | 2026-06-30 |
| 3 | BNP Paribas Financial Markets Custodian | $217.63M | 9.32% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $132.90M | 5.69% | 2026-06-30 |
| 5 | Citigroup Inc. Custodian | $122.79M | 5.26% | 2026-06-30 |
| 6 | Capula Management Ltd | $108.71M | 4.66% | 2026-06-30 |
| 7 | Hudson Bay Capital Management LP | $101.39M | 4.34% | 2026-06-30 |
| 8 | Centiva Capital, LP | $101.21M | 4.34% | 2026-06-30 |
| 9 | Millennium Management LLC Custodian | $88.10M | 3.77% | 2026-06-30 |
| 10 | Marex Group Ltd | $70.61M | 3.03% | 2026-06-30 |
| 11 | IMC-Chicago, LLC Custodian | $66.74M | 2.86% | 2026-06-30 |
| 12 | Wolverine Trading, LLC Custodian | $50.16M | 2.15% | 2025-09-30 |
| 13 | Walleye Trading LLC | $42.15M | 1.81% | 2026-06-30 |
| 14 | Goldman Sachs Group Inc Custodian | $37.04M | 1.59% | 2026-06-30 |
| 15 | Barclays PLC Custodian | $30.93M | 1.32% | 2026-06-30 |
| 16 | Eisler Capital Management Ltd. | $25.60M | 1.10% | 2025-09-30 |
| 17 | JPMorgan Chase & Co Custodian | $25.42M | 1.09% | 2026-06-30 |
| 18 | TUDOR INVESTMENT CORP ET AL | $21.11M | 0.90% | 2026-06-30 |
| 19 | CAPSTONE INVESTMENT ADVISORS, LLC | $19.92M | 0.85% | 2026-06-30 |
| 20 | Alphadyne Asset Management LP | $19.01M | 0.81% | 2026-06-30 |
| 21 | Allianz Asset Management GmbH | $18.54M | 0.79% | 2026-06-30 |
| 22 | GROUP ONE TRADING LLC Custodian | $17.85M | 0.76% | 2026-06-30 |
| 23 | Simplex Trading, LLC Custodian | $17.67M | 0.76% | 2026-06-30 |
| 24 | HSBC Holdings plc Custodian | $17.29M | 0.74% | 2026-06-30 |
| 25 | Balyasny Asset Management L.P. | $16.62M | 0.71% | 2026-06-30 |
AMGN Insider Trading (Form 4)
Latest: 2026-08-13Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-13 | Rachna Khosla | SVP, Business Development | Mixed | −2,000 | $344.15 | -$1.14M | EDGAR |
| 2026-08-12 | Matthew C. Busch | VP, Finance & CAO | Award (A) | +730 | — | EDGAR | |
| 2026-08-10 | Michael V Drake | Director | Award (A) | +63 | — | EDGAR | |
| 2026-08-10 | Charles M Holley | Director | Award (A) | +103 | — | EDGAR | |
| 2026-08-10 | Omar Ishrak | Director | Award (A) | +85 | — | EDGAR | |
| 2026-08-07 | Nancy A. Grygiel | SVP & CCO | Mixed | — | $289.78 | -$667.5K | EDGAR |
| 2026-08-07 | Derek Miller | SVP, Human Resources | Mixed | — | $286.05 | -$906.3K | EDGAR |
| 2026-08-07 | Derek Miller | SVP, Human Resources | Mixed | — | $286.05 | -$906.3K | EDGAR |
| 2026-08-07 | Nancy A. Grygiel | SVP & CCO | Mixed | — | $289.78 | -$667.5K | EDGAR |
| 2026-05-21 | Wanda M Austin | Director | Award (A) | +665 | — | EDGAR | |
| 2026-05-21 | Michael V Drake | Director | Award (A) | +665 | — | EDGAR | |
| 2026-05-21 | Brian Druker | Director | Award (A) | +665 | — | EDGAR | |
| 2026-05-21 | Robert Eckert | Director | Award (A) | +665 | — | EDGAR | |
| 2026-05-21 | Greg C. Garland | Director | Award (A) | +665 | — | EDGAR | |
| 2026-05-21 | Charles M Holley | Director | Award (A) | +665 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
AMGN Insider Holdings
22 insiders · @ $460.73
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Robert A Bradway | Chairman, CEO and President | 565,220 | $260.41M | -$6.29M | 94 | 2026-05-11 |
| 2 | Esteban Santos | EVP, Operations | 83,756 | $38.59M | -$23.32M | 56 | 2026-05-11 |
| 3 | Murdo Gordon | EVP, Global Commercial Ops | 51,222 | $23.60M | -$7.41M | 38 | 2026-05-11 |
| 4 | Peter H. Griffith | EVP & CFO | 50,150 | $23.11M | $0 | 28 | 2026-05-11 |
| 5 | David M Reese | EVP & Chief Technology Officer | 42,256 | $19.47M | -$10.23M | 49 | 2026-05-11 |
| 6 | Jonathan P Graham | EVP & Gen. Counsel & Sec. | 39,712 | $18.30M | -$18.04M | 59 | 2026-05-11 |
| 7 | James E. Bradner | EVP, Research and Development | 30,016 | $13.83M | $0 | 6 | 2026-05-11 |
| 8 | Robert Eckert | Director | 26,251 | $12.09M | -$1.64M | 16 | 2026-05-21 |
| 9 | Tyler Jacks | Director | 18,284 | $8.42M | -$3.91M | 15 | 2026-05-21 |
| 10 | Ellen Jamison Kullman | Director | 14,535 | $6.70M | $0 | 25 | 2026-05-21 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
AMGN Board & Officers
As of SEC filings through Oct 27, 2026Directors 13
- Robert A Bradway · listed since Mar 2012
- Tyler Jacks · since May 23, 2012
- Robert Eckert · since Dec 13, 2012
- Greg C. Garland · since Oct 16, 2013
- Ellen Jamison Kullman · since Oct 14, 2016
- Charles M Holley · since Feb 1, 2017
- Wanda M Austin · since Dec 11, 2017
- Brian Druker · since May 22, 2018
- Amy E Miles · since Jul 23, 2020
- Omar Ishrak · since Jul 29, 2021
- Michael V Drake · since Aug 3, 2022
- Mary E. Klotman · since May 31, 2024
- David W Gibbs · since Oct 26, 2026
Officers 11
- Robert A Bradway · Chairman, CEO and President · listed since Jan 2013
- Peter H. Griffith · EVP & CFO · since Jan 1, 2020
- Esteban Santos · EVP, Operations · since Jul 25, 2016
- Murdo Gordon · EVP, Global Commercial Ops · since Sep 3, 2018
- James E. Bradner · EVP, Research and Development · listed since Feb 2026
- Jonathan P Graham · EVP & Gen. Counsel & Sec. · listed since Mar 2026
- Thomas J.W. Dittrich · VP, Finance & CAO · since May 12, 2010
- Nancy A. Grygiel · SVP & Cco · since Jun 24, 2020
- Rachna Khosla · SVP, Business Development · since Sep 13, 2021
- Derek Miller · SVP, Human Resources · since Mar 14, 2022
- Matthew C. Busch · VP, Finance & CAO · since Aug 14, 2023
Changes in the last 10 years (25)
| Oct 26, 2026 | David W Gibbs became a director |
| Apr 22, 2026 | The company announced the departure of David M Reese as EVP & Chief Technology Officer in an SEC filing |
| Mar 5, 2026 | Jonathan P Graham listed as EVP & Gen. Counsel & Sec. (previously EVP, Gen. Counsel & Secy.) in SEC filings |
| Feb 10, 2026 | James E. Bradner listed as EVP, Research and Development (previously EVP, R&D, & Chief Sci. Officer) in SEC filings |
| May 31, 2024 | Mary E. Klotman became a director |
| Mar 8, 2024 | David M Reese listed as EVP & Chief Technology Officer (previously EVP, Research and Development) in SEC filings |
| Dec 18, 2023 | James E. Bradner became EVP, R&D, & Chief Sci. Officer |
| Aug 14, 2023 | Matthew C. Busch became VP, Finance & CAO |
| Aug 1, 2023 | The company announced the departure of Linda H. Louie as VP, Finance & CAO in an SEC filing |
| Aug 3, 2022 | Michael V Drake became a director |
| Mar 14, 2022 | Derek Miller became SVP, Human Resources |
| Sep 13, 2021 | Rachna Khosla became SVP, Business Development |
| Jul 29, 2021 | Omar Ishrak became a director |
| Jul 23, 2020 | Linda H. Louie became VP, Finance & CAO |
| Jul 23, 2020 | Amy E Miles became a director |
| Jun 24, 2020 | Nancy A. Grygiel became SVP & Cco |
| Jan 1, 2020 | Peter H. Griffith became EVP & CFO |
| Nov 5, 2019 | Lori A Johnston listed as EVP, HR (previously SVP, HR) in SEC filings |
| Nov 5, 2019 | Jonathan P Graham listed as EVP, Gen. Counsel & Secy. (previously SVP, Gen. Counsel & Secy.) in SEC filings |
| Sep 3, 2018 | Murdo Gordon became EVP, Global Commercial Ops |
| Jul 26, 2018 | David M Reese became EVP, Research and Development |
| May 22, 2018 | Brian Druker became a director |
| Dec 11, 2017 | Wanda M Austin became a director |
| Feb 1, 2017 | Charles M Holley became a director |
| Dec 9, 2016 | Lori A Johnston became SVP, HR |
Not reported recently (17)
- Ronald D Sugar · Last reported as a director in an SEC filing dated May 23, 2023
- R Sanders Williams · Last reported as a director in an SEC filing dated May 23, 2023
- Lori A Johnston · Last reported as EVP, HR in an SEC filing dated Mar 3, 2022
- David Piacquad · Last reported as SVP, Business Development in an SEC filing dated May 4, 2021
- Rebecca M Henderson · Last reported as a director in an SEC filing dated May 7, 2020
- Cynthia M Patton · Last reported as SVP & Cco in an SEC filing dated May 7, 2020
- Fred Hassan · Last reported as a director in an SEC filing dated May 7, 2020
- David W Meline · Last reported as EVP & CFO in an SEC filing dated Nov 25, 2019
- Frank C Herringer · Last reported as a director in an SEC filing dated May 7, 2019
- Sean E Harper · Last reported as EVP, Research & Development in an SEC filing dated Jul 16, 2018
- Anthony C Hooper · Last reported as EVP, Global Commercial Ops. in an SEC filing dated May 7, 2018
- David Baltimore · Last reported as a director in an SEC filing dated May 1, 2018
- Francois de Carbonnel · Last reported as a director in an SEC filing dated May 1, 2018
- Brian M McNamee · Last reported as EVP in an SEC filing dated May 3, 2017
- Judith C Pelham · Last reported as a director in an SEC filing dated May 3, 2017
- Frank Biondi · Last reported as a director in an SEC filing dated May 3, 2017
- Annette Louise Such · Last reported as VP, Finance and CAO in an SEC filing dated May 3, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
AMGN Proposed Insider Sales (Form 144)
Latest: 2026-08-13
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
4 filings
· $4.1M notice value
· 3 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-13 | Khosla Rachna | Officer | 1,252 | $516.8K | 2026-08-13 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-11 | Khosla Rachna | Officer | 2,000 | $828.4K | 2026-08-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-06 144/A | Grygiel Nancy A. | Officer | 2,970 | $1.19M | 2026-08-06 | Raymond James & Associates | — | EDGAR |
| 2026-08-06 | Derek Miller | Officer | 3,890 | $1.57M | 2026-08-06 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-05-04 | Grygiel Nancy A. | Officer | 1,237 | $400.4K | 2026-05-04 | Raymond James & Associates | — | EDGAR |
| 2026-02-27 | Santos Esteban | Associate | 54,792 | $20.77M | 2026-02-26 | Pershing Advisor Solutions | — | EDGAR |
| 2026-02-19 | Busch Matthew C. | ASSOCIATED TO AFFILIATE | 1,000 | $375.0K | 2026-02-19 | FIDELITY BROKERAGE SERVICES LLC | — | EDGAR |
| 2025-11-20 | Grygiel Nancy A. | Officer | 3,139 | $1.06M | 2025-11-20 | Raymond James & Associates | — | EDGAR |
| 2025-11-12 | Khosla Rachna | Officer | 890 | $300.3K | 2025-11-12 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-11-12 | Gordon Murdo | Officer | 6,879 | $2.32M | 2025-11-12 | Charles Schwab Corporation | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-20
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-20 | 0001193125-26-232786 | EDGAR |
| 2026-05-19 | 0000318154-26-000097 | EDGAR |
| 2026-04-30 | 0000318154-26-000054 | EDGAR |
| 2026-04-22 | 0000318154-26-000048 | EDGAR |
| 2026-02-19 | 0001193125-26-059490 | EDGAR |
| 2026-02-03 | 0000318154-26-000003 | EDGAR |
| 2026-01-30 | 0001193125-26-030518 | EDGAR |
| 2025-11-04 | 0000318154-25-000070 | EDGAR |
| 2025-08-05 | 0000318154-25-000054 | EDGAR |
| 2025-05-27 | 0000950170-25-077233 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-13 | 0000318154-26-000010 | EDGAR |
| 2025-02-14 | 0000318154-25-000010 | EDGAR |
| 2024-02-14 | 0000318154-24-000011 | EDGAR |
| 2023-02-09 | 0000318154-23-000017 | EDGAR |
| 2022-02-16 | 0000318154-22-000010 | EDGAR |
| 2021-02-09 | 0000318154-21-000010 | EDGAR |
| 2020-02-12 | 0000318154-20-000017 | EDGAR |
| 2019-02-13 | 0000318154-19-000008 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-01 | 0000318154-26-000057 | EDGAR |
| 2025-11-05 | 0000318154-25-000072 | EDGAR |
| 2025-08-06 | 0000318154-25-000056 | EDGAR |
| 2025-05-02 | 0000318154-25-000020 | EDGAR |
| 2024-10-31 | 0000318154-24-000044 | EDGAR |
| 2024-08-07 | 0000318154-24-000035 | EDGAR |
| 2024-05-03 | 0000318154-24-000020 | EDGAR |
| 2023-10-31 | 0000318154-23-000064 | EDGAR |
| 2023-08-04 | 0000318154-23-000053 | EDGAR |
| 2023-04-28 | 0000318154-23-000029 | EDGAR |
ETF Holders
466 ETFs hold AMGN
25 shown · $43.89B total exposure · 0.63% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.31% | $7.2B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.35% | $6.0B | — | 2026-09-30 |
| 3 | QQQ Invesco QQQ Trust, Series 1 | Invesco | 1.04% | $5.1B | — | 2026-10-28 |
| 4 | SCHD Schwab U.S. Dividend Equity ETF | Nport | 3.47% | $3.3B | — | 2026-05-31 |
| 5 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.37% | $3.3B | $886.6B | 2026-10-28 |
| 6 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.37% | $3.0B | $814.7B | 2026-10-28 |
| 7 | DIA State Street® SPDR® Dow Jones Industrial Average® ETF Trust | SPDR (State Street) | 5.11% | $2.3B | $45.8B | 2026-10-28 |
| 8 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.87% | $2.2B | — | 2026-09-30 |
| 9 | XLV State Street® Health Care Select Sector SPDR® ETF | SPDR (State Street) | 3.75% | $1.8B | $47.3B | 2026-10-28 |
| 10 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 1.01% | $1.3B | — | 2026-09-30 |
| 11 | QQQM Invesco NASDAQ 100 ETF | Invesco | 1.04% | $1.2B | — | 2026-10-28 |
| 12 | IBB iShares Biotechnology ETF | iShares (BlackRock) | 8.11% | $929.1M | $11.5B | 2026-10-28 |
| 13 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.89% | $853.8M | — | 2026-09-30 |
| 14 | VHT Vanguard Health Care ETF | Vanguard | 3.18% | $695.2M | — | 2026-09-30 |
| 15 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.37% | $680.1M | $186.0B | 2026-10-28 |
| 16 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.52% | $648.4M | $123.7B | 2026-10-28 |
| 17 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 1.24% | $552.6M | $45.4B | 2026-10-28 |
| 18 | DIVO Amplify CWP Enhanced Dividend Income ETF | Amplify | 5.64% | $454.5M | $8.1B | 2026-10-29 |
| 19 | HDV iShares Core High Dividend ETF | iShares (BlackRock) | 2.80% | $443.8M | $16.1B | 2026-10-28 |
| 20 | CGDV Capital Group Dividend Value ETF | Capitalgroup | 1.11% | $443.2M | $40.1B | 2026-10-28 |
| 21 | IVW iShares S&P 500 Growth ETF | iShares (BlackRock) | 0.46% | $355.8M | $76.8B | 2026-10-28 |
| 22 | DUHP Dimensional US High Profitability ETF | Dimensional | 1.69% | $327.4M | — | 2026-10-28 |
| 23 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.37% | $325.6M | — | 2026-10-28 |
| 24 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.33% | $317.2M | $97.2B | 2026-10-28 |
| 25 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.35% | $268.4M | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$16.10
TTM Revenue
$38.09B
TTM Net Income
$8.74B
TTM Op. Cash Flow
$12.48B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $10.05B | $2.38B | $4.37 | $4.00B |
| Q1 '26 | 2026-03-31 | $8.62B | $1.82B | $3.34 | $2.19B |
| Q4 '25 | 2025-12-31 | $9.87B | $1.33B | $2.46 | $1.60B |
| Q3 '25 | 2025-09-30 | $9.56B | $3.22B | $5.93 | $4.68B |
| Q2 '25 | 2025-06-30 | $9.18B | $1.43B | $2.65 | $2.28B |
| Q1 '25 | 2025-03-31 | $8.15B | $1.73B | $3.20 | $1.39B |
| Q4 '24 | 2024-12-31 | $9.09B | $627.00M | $1.16 | $4.77B |
| Q3 '24 | 2024-09-30 | $8.50B | $2.83B | $5.22 | $3.57B |
| Q2 '24 | 2024-06-30 | $8.39B | $746.00M | $1.38 | $2.46B |
| Q1 '24 | 2024-03-31 | $7.45B | $-113.00M | $-0.21 | $689.00M |
| Q4 '23 | 2023-12-31 | $8.20B | $767.00M | $1.43 | $538.00M |
| Q3 '23 | 2023-09-30 | $6.90B | $1.73B | $3.22 | $2.76B |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
28.62
P/B
21.40
P/S
6.57
EV/EBITDA
17.90
EV/Sales
7.56
ROE
74.8%
ROA
9.1%
Div Yield
2.16%
FCF Yield
4.99%
Debt/Equity
4.44
Current Ratio
—
Market Cap
$250.18B
as of 2026-10-29
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
14.03M
SI % of Float
2.61%
Days to Cover
4.10
Short Vol Ratio
56.9%
Free Float
538.47M
Float %
99.6%
Short interest 2026-09-30 • Short volume 2026-10-29 • Float 2026-08-18