Evelyn Partners Investment Management Services Ltd Has $96.79 Million Stake in Astrazeneca Plc $AZN

Evelyn Partners Investment Management Services Ltd raised its stake in shares of Astrazeneca Plc (NYSE:AZN) by 181,705.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 498,147 shares of the company’s stock after purchasing an additional 497,873 shares during the period. Astrazeneca accounts for 11.4% of Evelyn Partners Investment Management Services Ltd’s portfolio, making the stock its largest holding. Evelyn Partners Investment Management Services Ltd’s holdings in Astrazeneca were worth $96,792,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Triumph Capital Management acquired a new stake in shares of Astrazeneca in the third quarter worth $25,000. MV Capital Management Inc. acquired a new position in Astrazeneca in the 4th quarter valued at $26,000. Mascoma Wealth Management LLC acquired a new position in Astrazeneca in the 1st quarter valued at $26,000. Bangor Savings Bank raised its holdings in Astrazeneca by 102.7% in the 4th quarter. Bangor Savings Bank now owns 304 shares of the company’s stock worth $28,000 after acquiring an additional 154 shares during the period. Finally, Eagle Bay Advisors LLC bought a new position in Astrazeneca in the 4th quarter worth $30,000. Institutional investors own 20.35% of the company’s stock.

Astrazeneca Stock Up 0.4%

Shares of AZN stock opened at $170.02 on Tuesday. Astrazeneca Plc has a one year low of $142.98 and a one year high of $212.71. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.91 and a quick ratio of 0.71. The stock has a fifty day moving average price of $180.27 and a 200 day moving average price of $187.99. The stock has a market cap of $263.68 billion, a P/E ratio of 25.53, a price-to-earnings-growth ratio of 1.38 and a beta of 0.24.

Astrazeneca (NYSE:AZN) last announced its quarterly earnings results on Monday, July 27th. The company reported $2.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.50 by $0.13. Astrazeneca had a net margin of 17.19% and a return on equity of 30.86%. The firm had revenue of $15.38 billion for the quarter, compared to analyst estimates of $15.44 billion. During the same quarter in the previous year, the firm posted $2.17 EPS. The business’s revenue for the quarter was up 6.4% on a year-over-year basis. Analysts predict that Astrazeneca Plc will post 10.22 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on AZN. Weiss Ratings cut shares of Astrazeneca from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 18th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Astrazeneca in a research note on Tuesday, June 30th. Deutsche Bank Aktiengesellschaft reissued a “sell” rating on shares of Astrazeneca in a research report on Tuesday, June 30th. Bank of America restated a “buy” rating on shares of Astrazeneca in a research note on Wednesday, July 1st. Finally, Barclays reaffirmed a “buy” rating on shares of Astrazeneca in a report on Monday, June 1st. Thirteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $211.00.

Trending Headlines about Astrazeneca

Here are the key news stories impacting Astrazeneca this week:

• Positive Sentiment: Profit beat and outlook maintained: Second-quarter earnings were $2.63 per share, well above the $2.10 analyst consensus. AstraZeneca also backed its 2026 forecasts, helping ease concerns about longer-term growth. AstraZeneca beats second-quarter profit expectations, holds outlook
• Positive Sentiment: Oncology and rare-disease demand remained strong: Growth from cancer, heart-disease and rare-disease therapies helped offset weaker sales in other products and increasing generic competition. First-half revenue rose 9% to $30.7 billion, or 6% at constant exchange rates. AZN Q2 Earnings and Sales Beat, Key Drugs Offset Generic Pressure
• Neutral Sentiment: Revenue slightly missed expectations: Quarterly revenue increased 6.4% year over year to $15.38 billion, narrowly below the $15.44 billion analyst estimate. Management is also navigating weaker conditions in China and the loss of exclusivity for certain products. AstraZeneca Q2 2026 Earnings Call Highlights
• Negative Sentiment: Pipeline setback: Ultomiris failed to meet the main goal in a late-stage trial involving a blood-vessel complication after stem-cell transplantation. The result adds to recent concerns about AstraZeneca’s development pipeline, although the company’s established portfolio supported the quarter. AstraZeneca’s rare disease drug misses main goal in late-stage trial
• Negative Sentiment: U.S. pricing pressure remains a risk: AstraZeneca is adjusting pricing strategies for new medicines in response to the Trump administration’s most-favoured-nation policy, which could constrain future pricing and margins in the U.S. AstraZeneca drug prices evolving in response to Trump policy

Astrazeneca Company Profile

AstraZeneca plc is a global biopharmaceutical company headquartered in Cambridge, England. Formed through the 1999 merger of Sweden’s Astra AB and the UK’s Zeneca Group, the company researches, develops, manufactures and commercializes prescription medicines across a range of therapeutic areas. AstraZeneca positions itself as R&D-driven, investing in discovery science, clinical development and regulatory processes to bring new therapies to market.

The company’s commercial portfolio and late-stage pipeline emphasize oncology, cardiovascular, renal and metabolic (CVRM) diseases, and respiratory and immunology.