# Sanofi (SNY)

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

**Price:** USD 41.96 (+2.42% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 40.97 · day 41.07–42.11 · 52w 39.07–52.68 · market cap $101B · NMS

## Key facts
- 4 of 80 tracked superinvestors hold SNY (13F, Q2 2026): 0 new, 2 added, 2 reduced, 0 unchanged.
- Analysts: Hold (mean 2.55 on a 1–5 scale) (11 analysts), mean target USD 53.61 (range 44–63).
- Total return with dividends: 1Y -10.6% vs S&P 500 +14.9%; 5Y +4.2% vs S&P 500 +80.3%.
- Next earnings: 2026-10-30, EPS estimate USD 1.51, revenue estimate $13.3B.

## Superinvestors (SEC 13F-HR, Q2 2026)
4 of 80 tracked investors hold SNY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Dodge & Cox Funds | Dodge & Cox | 0.63% | $1.20B | Reduced -4.8% |
| Sarah Ketterer | Causeway Capital Management | 0.37% | $34.3M | Reduced -24.5% |
| Lee Ainslie | Maverick Capital | 0.02% | $2.2M | Added +109.8% |
| Richard Pzena | Pzena Investment Management | <0.01% | $1.1M | Added +32.5% |

## Analysts
Consensus Hold (mean 2.55 on a 1–5 scale), 11 analysts; mean target USD 53.61 (low 44, high 63).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -10.6% | +4.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -10.6% | +0.8% |
| Volatility (annualized) | 23.1% | 24.7% |
| Max drawdown | -21.1% (Nov 2025→Oct 2026) | -31.1% (May 2022→Sep 2022) |

## Peers (Drug Manufacturers - General)
GSK (GSK plc) USD 51.21 +2.38% · BMY (Bristol-Myers Squibb Company) USD 63 +3.08% · PFE (Pfizer, Inc.) USD 30.42 +1.91% · NVO (Novo Nordisk A/S) USD 39.43 +0.95% · GILD (Gilead Sciences, Inc.) USD 157.19 +2.36% · AMGN (Amgen Inc.) USD 447.28 +2.04%

## More
Full page: https://nexqual.com/SNY · 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)


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

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| customer | Pharming Group N.V. (PHAR) | 20-F 2026-04-02 | "We have entered into (downstream) manufacturing and supply agreements for Joenja® and RUCONEST® with, among others, Sanofi S.A., or Sanofi, and BioConnection Investments B.V. (formerly BioConnection B…" |
| partner | Adagene Inc. (ADAG) | 20-F 2026-04-01 | "Sanofi Collaboration and Technology License Agreement" |
| partner | Entera Bio Ltd. (ENTX) | 10-K 2026-03-27 | "She currently serves as the Head of Sanofi's Strategic Partnership and Portfolio Planning where she is responsible for increasing franchise growth and profitability." |
| customer | DBV Technologies S.A. (DBVT) | 10-K 2026-03-26 | "We also expect to rely on Sanofi and on FAREVA for the manufacturing of the patch and on other third-party manufacturers for the manufacturing of commercial supply of Viaskin Peanut, if approved, and …" |
| partner | Inhibrx Biosciences, Inc. (INBX) | 10-K 2026-03-19 | "In connection with the Separation, the Company also entered into the Transition Services Agreement with the Former Parent under which the Company or one of its affiliates provide the Former Parent or …" |
| partner | Vaxart, Inc. (VXRT) | 10-K 2026-03-13 | "There can be no assurance that Sanofi will continue to perform the obligations under the 2025 License and Collaboration Agreement or that Sanofi will not exercise its right to terminate the agreement." |
| partner | MACROGENICS INC (MGNX) | 10-K 2026-03-09 | "In April 2023, Sanofi S.A. completed its acquisition of Provention and the Company entered into a tripartite agreement with DRI and Sanofi under which it was released of any obligations under the Roya…" |
| partner | Kymera Therapeutics, Inc. (KYMR) | 10-K 2026-02-26 | "We are collaborating with Sanofi S.A. ("Sanofi") on the development of our IRAK4 degrader, KT-485/SAR447971, which Sanofi plans to advance into clinical testing in 2026." |
| partner | Denali Therapeutics Inc. (DNLI) | 10-K 2026-02-26 | "As part of our parallel development strategy, we have also developed peripherally-restricted RIPK1 inhibitor molecules, which are included as part of the collaboration agreement with Sanofi, described…" |
| partner | RECURSION PHARMACEUTICALS, INC. (RXRX) | 10-K 2026-02-25 | "To date, we have received over $500 million in partner payments for novel data generation (e.g. maps optioned by Roche and Genentech) and advancing AI-designed small molecule programs with Sanofi and …" |
| partner | Schrodinger, Inc. (SDGR) | 10-K 2026-02-25 | "Our current collaborators include, but are not limited to, Ajax Therapeutics, Inc., BMS, Bright Angel Therapeutics Inc., Lilly, Novartis, Otsuka Pharmaceutical Co., Ltd., or Otsuka, Sanofi S.A., and S…" |
| partner | Merck & Co., Inc. (MRK) | 10-K 2026-02-24 | "The Company manufactures a hepatitis B vaccine (Recombivax HB, Hepatitis B Vaccine [Recombinant]) and, subject to a collaboration agreement with Sanofi Pasteur MSD, co-promotes a hexavalent vaccine th…" |
| partner | ALNYLAM PHARMACEUTICALS, INC. (ALNY) | 10-K 2026-02-12 | "Qfitlia (fitusiran) is being commercialized by our collaborator, Genzyme Corporation, a Sanofi Company, or Sanofi, and was approved by the FDA in March 2025 for routine prophylaxis to prevent or reduc…" |
| partner | NEUROCRINE BIOSCIENCES INC (NBIX) | 10-K 2026-02-11 | "In 2014, we entered into a license agreement with Sanofi, pursuant to which we acquired the global rights to develop and commercialize certain corticotropin-releasing factor type 1 (CRF-1) receptor an…" |
| partner | Nurix Therapeutics, Inc. (NRIX) | 10-K 2026-01-28 | "Our partnered drug discovery pipeline consists of a clinical stage degrader of IRAK4 (NX-0479/GS-6791), a preclinical stage degrader of STAT6, currently in investigational new drug application (IND), …" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.51 | $1.60 | -5.3% | $13.28B | 2 |
| Next quarter (ends 2026-12-31) | $1.12 | $1.02 | +10.3% | $12.79B | 2 |
| Current fiscal year (ends 2026-12-31) | $4.93 | $4.79 | +3.0% | $47.56B | 6 |
| Next fiscal year (ends 2027-12-31) | $5.28 | $5.14 | +2.8% | $50.67B | 6 |