Leerink Partnrs Issues Negative Forecast for Sanofi Earnings

Key Points

• Leerink Partners has reduced its Q4 2025 earnings per share estimate for Sanofi from $0.83 to $0.71, which is below the consensus estimate for the current year of $4.36 per share.
• Sanofi recently reported $0.90 earnings per share in its last quarterly results, missing estimates by $0.06, and revenue declined 7.0% year-over-year despite exceeding analyst expectations.
• Despite the negative forecast, several analysts have upgraded Sanofi's stock ratings, indicating strong potential with a consensus "Buy" rating and an average target price of $62.67.

Sanofi (NASDAQ:SNY - Free Report) - Investment analysts at Leerink Partnrs dropped their Q4 2025 earnings per share estimates for shares of Sanofi in a research report issued to clients and investors on Tuesday, September 30th. Leerink Partnrs analyst D. Risinger now anticipates that the company will post earnings per share of $0.71 for the quarter, down from their previous forecast of $0.83. The consensus estimate for Sanofi's current full-year earnings is $4.36 per share. Leerink Partnrs also issued estimates for Sanofi's FY2026 earnings at $4.73 EPS, FY2027 earnings at $4.93 EPS, FY2028 earnings at $5.23 EPS and FY2029 earnings at $5.69 EPS.

Sanofi (NASDAQ:SNY - Get Free Report) last released its quarterly earnings results on Thursday, July 31st. The company reported $0.90 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.96 by ($0.06). Sanofi had a net margin of 21.47% and a return on equity of 16.86%. The firm had revenue of $11.34 billion during the quarter, compared to analyst estimates of $9.91 billion. During the same period in the prior year, the business earned $1.73 EPS. The business's revenue for the quarter was down 7.0% compared to the same quarter last year.

Several other research analysts also recently issued reports on the stock. JPMorgan Chase & Co. upgraded shares of Sanofi from a "neutral" rating to an "overweight" rating in a report on Friday, August 8th. Morgan Stanley upgraded Sanofi from an "equal weight" rating to an "overweight" rating and increased their price objective for the company from $56.00 to $58.00 in a report on Monday, September 8th. Wall Street Zen upgraded Sanofi from a "hold" rating to a "buy" rating in a report on Saturday, August 2nd. Barclays restated an "overweight" rating on shares of Sanofi in a report on Wednesday, July 2nd. Finally, Deutsche Bank Aktiengesellschaft upgraded Sanofi from a "hold" rating to a "buy" rating in a report on Tuesday, September 2nd. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Sanofi currently has a consensus rating of "Buy" and an average target price of $62.67.

Sanofi Trading Up 5.4%

Shares of NASDAQ:SNY opened at $49.76 on Thursday. The company has a quick ratio of 0.94, a current ratio of 1.27 and a debt-to-equity ratio of 0.19. The stock has a market cap of $122.19 billion, a PE ratio of 11.96, a P/E/G ratio of 1.12 and a beta of 0.51. The business has a 50 day moving average of $48.18 and a 200-day moving average of $50.21. Sanofi has a 12-month low of $44.62 and a 12-month high of $60.12.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of SNY. Price T Rowe Associates Inc. MD grew its position in Sanofi by 1.8% in the first quarter. Price T Rowe Associates Inc. MD now owns 11,036,878 shares of the company's stock worth $612,106,000 after acquiring an additional 193,196 shares in the last quarter. Raymond James Financial Inc. raised its stake in shares of Sanofi by 81.3% during the second quarter. Raymond James Financial Inc. now owns 5,879,894 shares of the company's stock valued at $284,058,000 after acquiring an additional 2,635,867 shares during the last quarter. Franklin Resources Inc. raised its stake in shares of Sanofi by 9.9% during the second quarter. Franklin Resources Inc. now owns 4,274,410 shares of the company's stock valued at $206,497,000 after acquiring an additional 384,902 shares during the last quarter. Federated Hermes Inc. raised its stake in Sanofi by 58.5% in the first quarter. Federated Hermes Inc. now owns 3,947,583 shares of the company's stock worth $218,933,000 after buying an additional 1,456,269 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its stake in Sanofi by 4.8% in the second quarter. Envestnet Asset Management Inc. now owns 3,434,999 shares of the company's stock worth $165,945,000 after buying an additional 157,605 shares in the last quarter. 14.04% of the stock is currently owned by hedge funds and other institutional investors.

About Sanofi

Sanofi, a healthcare company, engages in the research, development, manufacture, and marketing of therapeutic solutions in the United States, Europe, Canada, and internationally. It operates through Pharmaceuticals, Vaccines, and Consumer Healthcare segments. The company provides specialty care, such as DUPIXENT, neurology and immunology, rare diseases, oncology, and rare blood disorders; medicines for diabetes and cardiovascular diseases; and established prescription products.

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