MRK Merck & Co., Inc.

BULLISH Impact: 1/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-MRK-wolferes-20260108
13 firms acted on MRK: RBC Capital, Barclays, Wolfe Research, BMO Capital, Wells Fargo, Berenberg, Citigroup, Cantor Fitzgerald, Deutsche Bank, Truist Securities, BMO Capital, Wolfe Research, Bernstein
Final — all horizons settled through T+60d
MRK ▲ +7.24% at T+60d
LONG call ✓ call won +7.24% · α vs SPY +11.63% · entry $110.89 → $118.92
Last close $119.05 (close Jun 12) · +7.36% from $110.89 entry
Entry anchored
Jan 7, 04:14 PM ET
via Databento tick
T+1d
-0.39%
call -0.39% · α -1.03%
$110.46
settled 5mo ago
T+5d
-0.22%
call -0.22% · α -0.60%
$110.64
settled 5mo ago
T+20d
+9.89%
call +9.89% · α +9.71%
$121.86
settled 4mo ago
T+60d
+7.24%
call +7.24% · α +11.63%
$118.92
settled 2mo ago

Price Chart

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Executive Summary

Wolfe Research upgraded Merck (MRK) from Peer Perform to Outperform, setting a $135 price target (~24% upside from $109.18). The firm has a 52% accuracy rate on 451 calls with an average return of 4.4%. Consensus is bullish: 69% Buy/Strong Buy, 31% Hold, 0% Sell across 35 analysts, with a mean target of $129.74. However, EPS revisions are sharply negative (12 down vs 2 up for the next fiscal year in the last 30 days). Insider selling accelerated in February with four executives selling over $6M in shares. Short interest is elevated at 61% of float, signaling heavy bearish positioning. Institutional activity is mixed: Norges Bank opened large new positions while Renaissance Technologies and Two Sigma exited or reduced. The upgrade is not contrarian and comes from a firm with average reliability, but the combination of strong consensus and high short interest creates a potential squeeze catalyst. Bottom line: the bullish analyst call is overshadowed by deteriorating fundamentals and insider selling, warranting a cautious approach.

Impact Score

Base Score
2/7
LLM Adjustment
-1
Final Score
1/10

Consensus & Targets

Buy / Strong Buy
24 (69%)
Hold
11
Sell / Strong Sell
0
Total Analysts
27
Mean PT
$129.74
Median PT
$135.00
High PT
$150.00
Low PT
$100.00
Current Price
$109.18
Implied Upside
+18.8%

Consensus stands at 68.6% Buy (24 of 35 analysts rate Buy or Strong Buy), 31.4% Hold, and 0% Sell. The consensus is strongly bullish but with a significant hold minority.

The mean price target is $129.74, median $135, high $150, low $100. At $109.18, implied upside to mean is 18.8%. Wolfe's $135 PT matches the median and is above the mean, in line with the bullish consensus.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-01 Wells Fargo maintain Overweight $145.00
2026-04-13 UBS maintain Buy $145.00
2026-04-06 JP Morgan maintain Overweight $135.00
2026-03-30 RBC Capital reiterate Outperform $142.00
2026-03-20 Citigroup maintain Neutral $125.00
2026-03-12 Wells Fargo maintain Overweight $150.00
2026-02-25 RBC Capital initiate Outperform $142.00
2026-02-20 Barclays initiate Overweight $140.00
2026-02-09 Freedom Broker maintain Hold $110.00
2026-02-06 Guggenheim maintain Buy $140.00

In the 30 days prior to the upgrade, no upgrades or downgrades were recorded. However, EPS revisions have been negative: for the next fiscal year, 12 downward revisions vs 2 upward in the last 30 days. Estimates are trending lower across all periods, a bearish fundamental signal.

Firm Track Record — Wolfe Research

Wolfe Research accuracy: 52% on 451 calls | avg return: 4.4%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 12 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Deutsche Bank 100% 2/2 9.7% top tier
BMO Capital 50% 2/4 0.7% below average
Morgan Stanley 43% 3/7 2.8% below average
Wells Fargo 40% 2/5 3.8% below average
B of A Securities 33% 1/3 -0.2% below average
Guggenheim 25% 1/4 -7.8% below average
Truist Securities 20% 1/5 -10.3% below average
Cantor Fitzgerald 9% 1/11 -5.5% below average
Barclays 0% 0/2 -7.6% below average
Berenberg 0% 0/2 11.6% below average

Wolfe Research has a 52% accuracy rate on 451 analyst calls with an average return of 4.4%. This is above average among peers covering MRK. The best performing firm is Deutsche Bank (100% on 2 calls, avg return 9.7%), while the worst is Cantor Fitzgerald (9% on 11 calls, avg -5.5%). Wolfe's historical performance suggests moderate reliability.

Earnings Estimates

Next earnings: Aug 4, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1y $9.71 $8.92 — $10.38 $70.0B ↑0 ↓0
0q $2.09 $1.91 — $2.18 $16.2B ↑1 ↓0
+1q $2.40 $2.23 — $2.56 $17.5B ↑1 ↓0
0y $5.11 $5.00 — $5.20 $66.5B ↑1 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 5 sells
Congressional
Joshua Gottheimer (democrat) — buy $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
TWO SIGMA INVESTMENTS, LP — near_exit (-95.3%)
Institutional
NORGES BANK — exit (-100%)
Short Interest
Short: 3,382,169 | Exempt: 3,713 | TRF Vol: 5,544,728 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)

Insider selling is notable: four executives sold shares in February 2026 totaling over $6M. Congressional activity: one buy by Rep. Gottheimer (Democrat) in Feb 2026. Institutional moves are mixed: NORGES BANK opened large new positions, but Renaissance Technologies and Two Sigma exited or nearly exited. Short interest is very high at 61% of float, indicating heavy bearish positioning. This diverges from the analyst upgrade, suggesting caution.

Actionable Insight

The Wolfe upgrade aligns with consensus but faces headwinds from deteriorating EPS estimates and heavy insider selling. Traders should treat this as a modest bullish signal with elevated risk; consider waiting for confirmation from earnings on August 4 or a reduction in short interest.

Documents Analyzed

Report based on filing metadata.

4 reports for MRK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MRK — sortable, filterable
Type Now
May 31, 2026
14d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$110.89 $110.64▼ −0.22%▼ −0.60%$119.05 (+7.36%)
May 22, 2026
23d ago
8-K
NEUTRAL ★ 3/10
$119.66 $115.68▼ −3.33%▼ −4.54%$119.05 (−0.51%)
May 1, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$110.89 $110.64▼ −0.22%▼ −0.60%$119.05 (+7.36%)
Apr 8, 2026
9w ago
DEFA14A
NEUTRAL ★ 2/10
$122.62 $115.43▼ −5.86%▼ −9.05%$119.05 (−2.91%)
Showing 4 of 4

US Market Status

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