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SNY

Sanofi

In the published model solve dated 2026-Q2, anchored at $42.79, Sanofi (SNY) is priced for -2.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.

Published model solve
-2.6% growth
Priced In
within-range

Key Takeaways

• Sanofi is priced for decline while growing double digits: the quote implies roughly negative 2.6 percent annual operating growth, yet first-quarter 2026 sales rose 13.6 percent at constant exchange rates with Dupixent up 30.8 percent to €4,170 million across nine indications [Source: Q1 2026 results, April 23, 2026]. • The defining risk is concentration on a clock: Dupixent's compound patent runs to 2031, the lifecycle-extension pillars are still in clinical development, and the launch portfol

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Institutional ownership

730 institutional managers reported holding SNY in 13F filings for the quarter ended 2026-03-31. Together they hold about 8% of the company; the top 10 hold 4%. 92 opened new positions that quarter. Held by Dodge & Cox, Morgan Stanley, Fisher Investments, among others. On the short side, 6.4M shares were sold short as of the 2026-06-15 count, about 0.3% of shares outstanding (2.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

SNY has cut its share count 2.6% over the past five years. It pays a dividend, and has paid one every year in our records (11 and counting), raised 10 years straight. Cash returned over the past three years: $25.44B in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 11, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.