Does Sanofi (SNY) Have a Long Runway for Future Growth?

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Select Fund” fourth-quarter 2025 investor letter. It is a non-diversified fund that focuses on long-term capital appreciation by investing in common stocks of U.S. and non-U.S. companies. A copy of the letter can be downloaded here. In the fourth quarter, the fund (Investor Class) delivered a return of 2.91%, lagging behind the benchmark, the MSCI World Index’s 3.12% gain. Healthcare and financials were the top performance contributors at the sector level, while the consumer discretionary and consumer staples detracted from performance. In addition, you can check the Fund’s top five holdings to determine its best picks for 2025.

In its fourth-quarter 2025 investor letter, Oakmark Global Select Fund highlighted stocks such as Sanofi (NASDAQ:SNY). Headquartered in Paris, France, Sanofi (NASDAQ:SNY) is a healthcare and pharmaceutical company that engages in the manufacturing and marketing of therapeutic solutions. On January 14, 2026, Sanofi (NYSE:SNY) stock closed at $47.89 per share. One-month return of Sanofi (NYSE:SNY) was -0.21%, and its shares lost 5.62% of their value over the last 52 weeks. Sanofi (NYSE:SNY) has a market capitalization of $116.027 billion.

Oakmark Global Select Fund stated the following regarding Sanofi (NYSE:SNY) in its fourth quarter 2025 investor letter:

"Sanofi (NYSE:SNY) is a global pharmaceutical company developing biologics, vaccines and healthcare solutions to prevent and treat a wide range of conditions in immunology, hemophilia, rare diseases and general medicine. The company is best-known for its block buster drug, Dupixent, a fast-growing biologic that provides doctors with a single, versatile therapy for multiple inflammatory conditions, combining strong efficacy with a clean safety profile. Beyond Dupixent, we think there is a lot to be excited about as management has prioritized innovation by aggressively investing in research and development to cultivate a pipeline of promising products. Despite strong fundamentals, the stock has been weighed down by a volatile year for the vaccine market, investor concerns about patent cliffs and minimal value ascription to its pipeline. This created the opportunity for us to invest in a company we believe is improving, with a long runway for future growth as vaccine markets normalize and new product potential is realized."

Sanofi (NYSE:SNY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 32 hedge fund portfolios held Sanofi (NYSE:SNY) at the end of the third quarter, up from 24 in the previous quarter. While we acknowledge the potential of Sanofi (NYSE:SNY) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Sanofi (NYSE:SNY) and shared the list of most undervalued blue-chip stocks to buy. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.