Vertrix Wealth Management LLC Purchases Shares of 3,297 Astrazeneca Plc $AZN

Posted by Brenda Bartman on Jul 2nd, 2026

Vertrix Wealth Management LLC purchased a new stake in Astrazeneca Plc (NYSE:AZN – Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 3,297 shares of the company’s stock, valued at approximately $650,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. USS Investment Management Ltd acquired a new position in Astrazeneca during the 1st quarter worth approximately $49,634,000. Rexford Capital Inc. bought a new stake in shares of Astrazeneca in the first quarter worth $1,327,000. Exeter Financial LLC acquired a new position in Astrazeneca during the first quarter worth $202,000. EWA LLC acquired a new position in Astrazeneca during the first quarter worth $324,000. Finally, Lansforsakringar Fondforvaltning AB publ bought a new position in Astrazeneca in the first quarter valued at $473,782,000. 20.35% of the stock is owned by institutional investors and hedge funds.

Astrazeneca Price Performance

Shares of NYSE AZN opened at $183.99 on Thursday. The business’s 50 day moving average price is $183.91 and its two-hundred day moving average price is $187.58. The company has a market cap of $285.35 billion, a PE ratio of 27.63, a price-to-earnings-growth ratio of 1.50 and a beta of 0.24. The company has a quick ratio of 0.71, a current ratio of 0.91 and a debt-to-equity ratio of 0.52. Astrazeneca Plc has a twelve month low of $137.23 and a twelve month high of $212.71.

Astrazeneca (NYSE:AZN – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The company reported $2.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.52 by $0.06. Astrazeneca had a return on equity of 30.86% and a net margin of 17.19%.The company had revenue of $15.29 billion during the quarter, compared to analysts’ expectations of $14.93 billion. On average, analysts predict that Astrazeneca Plc will post 10.29 EPS for the current year.

Key Stories Impacting Astrazeneca

Here are the key news stories impacting Astrazeneca this week:

Positive Sentiment: AstraZeneca’s cancer drug Enhertu won a new EU approval for HER2-positive solid tumors, its sixth EU indication, which could expand sales potential and support future revenue growth. AstraZeneca’s Enhertu Wins EU Nod for HER2-Positive Solid Tumors (Revised)
Positive Sentiment: Several major brokers reiterated buy ratings on AZN, including Goldman Sachs, Bank of America, and JPMorgan, signaling continued analyst confidence in the stock. Goldman Sachs Reaffirms Buy Rating
Positive Sentiment: Erste Group raised its FY2026 EPS estimate for AstraZeneca, suggesting expectations for stronger earnings than previously forecast.
Neutral Sentiment: Zacks highlighted AZN as a strong momentum stock and compared it with Illumina, reinforcing that the shares remain on investors’ radar, but without a direct new catalyst. Here’s Why Astrazeneca (AZN) is a Strong Momentum Stock
Negative Sentiment: Despite the positive company-specific news, AZN still traded lower as broader market weakness and a conflicting sell rating from Deutsche Bank likely weighed on sentiment. Deutsche Bank Sell Rating

Analyst Upgrades and Downgrades

Several brokerages have commented on AZN. TD Cowen reissued a “buy” rating on shares of Astrazeneca in a research report on Wednesday, March 18th. Deutsche Bank Aktiengesellschaft restated a “sell” rating on shares of Astrazeneca in a report on Tuesday. Barclays reaffirmed a “buy” rating on shares of Astrazeneca in a research report on Monday, June 1st. The Goldman Sachs Group reiterated a “buy” rating on shares of Astrazeneca in a report on Wednesday. Finally, JPMorgan Chase & Co. reissued a “buy” rating on shares of Astrazeneca in a research report on Tuesday. Fourteen equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Astrazeneca has a consensus rating of “Moderate Buy” and a consensus price target of $205.33.

Check Out Our Latest Stock Report on Astrazeneca

About Astrazeneca

(Free Report)

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.