AstraZeneca

AZN

Market cap $316B

For 2025, we underperformed the Benchmark, while to a lesser extent also trailing our all-cap international growth Proxy Benchmark. The underperformance was in our view attributable to an abrupt but material correction in several holdings over the potential exposure of quality growth franchises to AI disruption. Lundin Mining Corporation shares rose meaningfully during the fourth quarter after the company raised its 2025 copper production outlook and lowered its cash cost guidance.

The long-term growth story for AstraZeneca PLC beyond 2030 is increasingly focused on next-generation cell therapies and immune engagers, according to UBS, driving an increase to its price target and reiterated 'buy' rating. Analyst Matthew Weston said the company and the wider sector face a "significant patent cliff" around 2030-and-beyond but argues the FTSE 100 drugmaker is well positioned to manage this with "sector leading replacement power".

AstraZeneca Chief Executive Pascal Soriot's 2025 pay rose 6.4% to 17.7 million pounds ($23.87 million) boosted by higher annual bonuses, keeping him among the FTSE 100's highest-paid executives, a filing showed on Tuesday.

AZN's stronger growth outlook and 2030 revenue target may outshine PFE's yield and cheaper valuation.

As of Feb. 18, 2026, three stocks in the health care sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Impax International Sustainable Economy Fund portfolio marginally underperformed MSCI EAFE benchmark, driven primarily by stock-specific effects and style tilts. AstraZeneca's stock has an attractive Sustainability Lens profile with opportunities in Health Care Access & Innovation and Wellbeing. RELX's stock has a high Corporate Resilience score due primarily to environmental and social risk management practices.

Shore Capital downgraded AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) to 'hold' from 'buy', citing a less favourable earnings trajectory as the drugmaker prioritises revenue growth through escalating research spending. The broker warns the current valuation looks full at 20 times forecast 2026 earnings despite confidence the company can exceed its $80 billion 2030 revenue target.

More than just a financial check-up, earnings for companies in the healthcare sector offer a key window for investors into a firm's pipeline and development progress. Even well-established, stable firms in the healthcare space can surprise with growth upon the release of a new blockbuster drug or medical device, and earnings periods are an opportunity for management to provide insight and commentary beyond what investors might expect from FDA notices of approvals, for example.

Double-digit earnings outlook and strong trial momentum support top pick status AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) remains a top pick at Citi following full-year results and 2026 guidance that the bank described as “reassuring”, with a reiterated target price of £170 and unchanged earnings forecasts. Management confirmed expectations for low double-digit earnings growth in 2026, aligning with consensus, while the medium single- to high single-digit revenue outlook was ahead of market forecasts.

WILMINGTON, Del.--(BUSINESS WIRE)--AstraZeneca has proudly awarded $3.4 million to nonprofit organizations in the US through its Accelerate Change Together (ACT) on Health Equity initiative. This effort aims to support programming that prioritizes the social, cultural and linguistic needs of communities that have experienced barriers to care and opportunity. During its fifth year, AstraZeneca's ACT on Health Equity initiative will fund 47 nonprofit programs whose missions support the goal of ad.