Amgen Stock Shares $86 Bil Success With Investors

AMGN: Amgen logo
AMGN
Amgen

In the last decade, Amgen (AMGN) stock has returned a notable $86 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the market’s biggest capital-return machines.

As it turns out, AMGN stock has returned the 23rd highest amount to shareholders in history.

  AMGN S&P Median
Dividends $39 Bil $4.5 Bil
Share Repurchase $47 Bil $5.6 Bil
Total Returned $86 Bil $9.4 Bil
Total Returned as % of Current Market Cap 47.1% 24.8%

Why should you care? Because dividends and share repurchases represent direct, tangible returns of capital to shareholders. They also signal management’s confidence in the company’s financial health and ability to generate sustainable cash flows. And there are more stocks like that. Here is a list of the top 10 companies ranked by total capital returned to shareholders via dividends and stock repurchases.

Top 10 Stocks By Total Shareholder Return

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  Total Money Returned As % Of Current Market Cap via Dividends via Share Repurchases
AAPL $874 Bil 22.0% $143 Bil $731 Bil
MSFT $376 Bil 12.3% $172 Bil $204 Bil
GOOGL $357 Bil 8.7% $15 Bil $342 Bil
XOM $218 Bil 35.4% $146 Bil $72 Bil
WFC $212 Bil 72.0% $58 Bil $153 Bil
META $184 Bil 10.6% $10 Bil $174 Bil
JPM $181 Bil 20.8% $0.0 $181 Bil
JNJ $159 Bil 28.4% $105 Bil $54 Bil
ORCL $158 Bil 35.7% $35 Bil $123 Bil
CVX $157 Bil 45.4% $99 Bil $58 Bil

For full ranking, visit Buybacks & Dividends Ranking

What do you notice here? The total capital returned to shareholders as a % of the current market cap appears inversely proportional to growth prospects for reinvestments. Stocks like Meta (META) and Microsoft (MSFT) are growing much faster, in a more predictable way, compared to the others, but they have returned a much lower fraction of their market cap to shareholders.

That’s the flip side to high capital returns. Sure, they are attractive, but you have to ask yourself the question: Am I sacrificing growth and sound fundamentals? With that in mind, let’s look at some numbers for AMGN. (see Buy or Sell Amgen Stock for more details)

Amgen Fundamentals

  • Revenue Growth: 10.6% LTM and 11.2% last 3-year average.
  • Cash Generation: Nearly 32.1% free cash flow margin and 24.1% operating margin LTM.
  • Recent Revenue Shocks: The minimum annual revenue growth in the last 3 years for AMGN was 1.9%.
  • Valuation: Amgen stock trades at a P/E multiple of 26.0

  AMGN S&P Median
Sector Health Care
Industry Biotechnology
PE Ratio 26.0 24.6

   
LTM* Revenue Growth 10.6% 6.4%
3Y Average Annual Revenue Growth 11.2% 5.6%
Min Annual Revenue Growth Last 3Y 1.9% 0.3%

   
LTM* Operating Margin 24.1% 18.8%
3Y Average Operating Margin 25.4% 18.3%
LTM* Free Cash Flow Margin 32.1% 14.0%

*LTM: Last Twelve Months

The table gives good overview of what you get from AMGN stock, but what about the risk?

AMGN Historical Risk

Amgen isn’t immune to big drops. It fell about 35% in the Dot-Com crash and almost 47% during the Global Financial Crisis. The declines weren’t limited to those extremes; the 2018 correction, Covid sell-off, and inflation shock each pushed it down around 19-25%. Even solid companies like Amgen can see meaningful losses when markets turn sour. Risk is always there, no matter how strong the fundamentals look.

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.