# AstraZeneca PLC (AZN)

> Source: Nexqual · https://nexqual.com/AZN · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, AstraZeneca PLC (AZN), nexqual.com/AZN" · informational, not investment advice.

**Price:** USD 172.57 (+2.45% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 168.45 · day 169.32–173.91 · 52w 153.41–212.71 · market cap $268B · NYQ

## Key facts
- 3 of 80 tracked superinvestors hold AZN (13F, Q2 2026): 0 new, 1 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $2.2M; 1 not under a Rule 10b5-1 plan ($2.2M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $3K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.17 on a 1–5 scale) (12 analysts), mean target USD 206.66 (range 158–240).
- Total return with dividends: 1Y +4.5% vs S&P 500 +14.9%; 5Y +53.9% vs S&P 500 +80.3%.
- Next earnings: 2026-10-30, EPS estimate USD 1.15, revenue estimate $16.0B.

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold AZN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Sarah Ketterer | Causeway Capital Management | 18.97% | $1.75B | Added +26.1% |
| Polen Capital | Polen Capital Management | 0.03% | $3.5M | Reduced -28.5% |
| Dodge & Cox Funds | Dodge & Cox | 0.01% | $10.6M | Reduced -2.6% |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-20 | Sharma Mani | See Remarks | 11,893 | $2.2M | 38.2% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Insider purchases (SEC Form 4, open-market, last ~7 months)
1 purchase, $3K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-08 | Sharma Mani | See Remarks | 20 | $3K | 160.57 | Too little history (no open-market trades in 2023–2025) |

## Analysts
Consensus Buy (mean 2.17 on a 1–5 scale), 12 analysts; mean target USD 206.66 (low 158, high 240).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-24 | CICC | Initiated | Outperform | $198 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +4.5% | +53.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +4.5% | +9.0% |
| Volatility (annualized) | 27.4% | 25.0% |
| Max drawdown | -25.4% (Feb 2026→Aug 2026) | -27.8% (Aug 2024→Nov 2024) |

## Peers (Drug Manufacturers - General)
AMGN (Amgen Inc.) USD 447.28 +2.04% · NVS (Novartis AG) USD 156.27 +1.52% · GILD (Gilead Sciences, Inc.) USD 157.19 +2.36% · MRK (Merck & Company, Inc.) USD 147.24 -1.76% · NVO (Novo Nordisk A/S) USD 39.43 +0.95% · PFE (Pfizer, Inc.) USD 30.42 +1.91%

## More
Full page: https://nexqual.com/AZN · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in AZN's own 20-F filed 2026-02-24 (https://www.sec.gov/Archives/edgar/data/901832/000110465926019130/azn-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Cellectis S.A. (CLLS) | "On 1 November 2023, AstraZeneca entered into an agreement with Cellectis S.A., a clinical-stage biotechnology company, to accelerate the development of next generation therapeutics in areas of high unmet medical need, in…" |

Other companies that name AZN in their own reports (relationship from AZN's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | Eikon Therapeutics, Inc. (EIKN) | 10-K 2026-03-30 | "At Veracyte, he led collaborations with companies such as Bayer AG, AstraZeneca plc, and Johnson & Johnson, Inc., and orchestrated multiple acquisitions." |
| partner | Allarity Therapeutics, Inc. (ALLR) | 10-K 2026-03-30 | "There are many other companies that have commercialized and/or are developing such treatments for cancer including large pharmaceutical and biotechnology companies, such as AstraZeneca plc, Bristol-My…" |
| partner | Cellectis S.A. (CLLS) | 20-F 2026-03-20 | "We present below the accounting treatment applied in the Consolidated Financial Statements concerning the collaboration and investment agreements entered into with AstraZeneca Holdings B.V. ("AZ Holdi…" |
| partner | BridgeBio Oncology Therapeutics, Inc. (BBOT) | 10-K 2026-03-05 | "There are many other companies that have commercialized and/or are developing such treatments for cancer including large pharmaceutical and biotechnology companies, such as AstraZeneca plc, Bristol-My…" |
| partner | Nuvation Bio Inc. (NUVB) | 10-K 2026-03-02 | "There are many other companies that have commercialized and/or are developing such treatments for cancer including large pharmaceutical and biotechnology companies, such as AstraZeneca plc, Bristol-My…" |
| partner | COMPUGEN LTD (CGEN) | 20-F 2026-03-02 | "We currently have two therapeutic program-based partnership agreements in effect, one with AstraZeneca plc, or AstraZeneca, and the second" |
| partner | Arcus Biosciences, Inc. (RCUS) | 10-K 2026-02-25 | "There are many other companies that have commercialized and/or are developing oncology treatments for cancer including large pharmaceutical and biotechnology companies such as AstraZeneca, BeiGene, Lt…" |
| partner | Merck & Co., Inc. (MRK) | 10-K 2026-02-24 | "(2) Being jointly developed and commercialized in a worldwide collaboration with AstraZeneca." |
| partner | AMGEN INC (AMGN) | 10-K 2026-02-13 | "TEZSPIRE is being developed in collaboration with AstraZeneca." |
| partner | ALNYLAM PHARMACEUTICALS, INC. (ALNY) | 10-K 2026-02-12 | "Companies working on chemically synthesized siRNAs include but are not limited to ADARx Pharmaceuticals, Inc., or ADARx, Amgen Inc., Argo Biopharmaceutical Co., Ltd., or Argo, Aro Biotherapeutics, Arr…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.15 | $1.17 | -1.8% | $16.00B | 1 |
| Next quarter (ends 2026-12-31) | $1.61 | $1.30 | +23.2% | $16.66B | 1 |
| Current fiscal year (ends 2026-12-31) | $10.05 | $7.64 | +31.6% | $63.29B | 3 |
| Next fiscal year (ends 2027-12-31) | $11.34 | $8.78 | +29.3% | $67.38B | 3 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-10-30): ±8.0%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 34.6% | ±8.0% |
| 2026-12-18 | 56 | 32.7% | ±10.6% |
| 2027-01-15 | 84 | 31.3% | ±12.3% |
| 2027-02-19 | 119 | 31.9% | ±14.8% |
| 2027-03-19 | 147 | 31.1% | ±15.9% |
| 2027-04-16 | 175 | 30.2% | ±16.8% |
| 2027-05-21 | 210 | 30.0% | ±18.3% |
| 2027-06-17 | 237 | 29.6% | ±19.1% |