Merck & Co., Inc. (NYSE:MRK ) HIV Investor Event July 17, 2025 9:00 AM ET Company Participants Chirfi Guindo - Senior VP & Chief Marketing Officer of Human Health Eliav Barr - Chief Medical Officer & Head of Global Clinical Development of Merck Research Laboratories Elizabeth Rhee - Corporate Participant Kathryn Hayward - Corporate Participant Peter Dannenbaum - Vice President of Investor Relations Conference Call Participants Alexandria Janet Hammond - Wolfe Research, LLC Asad Haider - Goldman Sachs Group, Inc., Research Division Courtney Breen - Sanford C. Bernstein & Co., LLC.
I reiterate my Hold rating on Merck & Co., Inc. and downgrade Gilead Sciences, Inc. to Sell, as MRK outperforms on dividend growth and valuation metrics. Compared to GILD, MRK features a longer dividend growth streak, a higher recent dividend increase, and a superior PEGY ratio. Both companies have similar payout ratios and mixed buyback histories, but GILD's inventory management is notably better than MRK's.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Drug Manufacturers - General Industry | Healthcare Sector | Robert M. Davis CEO | XFRA Exchange | US58933Y1055 ISIN |
US Country | 73,000 Employees | - Last Dividend | 3 Jun 2021 Last Split | 13 Jan 1978 IPO Date |
Merck & Co., Inc. is a global healthcare leader focused on innovating new solutions to tackle some of the most serious health challenges. Founded in 1891 and headquartered in Rahway, New Jersey, the company operates worldwide, engaging in the discovery, development, manufacturing, and marketing of pharmaceuticals and animal health products. It operates two main segments: Pharmaceutical and Animal Health. The Pharmaceutical segment is dedicated to developing and offering human health pharmaceutical products across a range of areas including oncology, cardiovascular, and diabetes, among others. The Animal Health segment works on veterinary pharmaceuticals, vaccines, and health management solutions and services. Merck serves a diverse clientele, including drug wholesalers, retailers, hospitals, government agencies, physicians, veterinarians, and pet owners. Notably, the company invests in several strategic collaborations and agreements with other pharmaceutical giants like AstraZeneca PLC and Bayer AG, aiming to enhance its product offerings and harness innovative treatments for multiple diseases.
The products and services offered by Merck & Co., Inc. span a broad spectrum of medical needs in both human and animal health sectors:
In the arena of collaborative efforts, Merck has entered into multiple significant agreements to bolster its product pipeline: