Sanofi (SNY) Fell on Tariff Uncertainty

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter marked a period of extremes. The stocks fell after the “Liberation Day” tariff announcement in early April and rebounded following the pause in tariff implementation. Enthusiasm for artificial intelligence (AI) themed stocks and robust corporate earnings results lifted global and U.S. indices to new highs. Against this backdrop, the Ariel Global fund traded +7.38% higher in the quarter, compared to the +11.53% return of the MSCI ACWI Index and +5.84% return of the MSCI ACWI Value Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Ariel Global Fund highlighted stocks such as Sanofi (NASDAQ:SNY). Headquartered in Paris, France, Sanofi (NASDAQ:SNY) engages in the manufacturing and marketing of therapeutic solutions. The one-month return of Sanofi (NASDAQ:SNY) was -7.26%, and its shares lost 18.46% of their value over the last 52 weeks. On September 16, 2025, Sanofi (NASDAQ:SNY) stock closed at $46.86 per share, with a market capitalization of $114.201 billion.

Ariel Global Fund stated the following regarding Sanofi (NASDAQ:SNY) in its second quarter 2025 investor letter:

“Lastly, French pharmaceutical company, Sanofi (NASDAQ:SNY) underperformed during the period, primarily due to renewed concerns over potential U.S. tariffs on European pharmaceutical imports. While the company continues to demonstrate strength in its drug pipeline, mixed results from Phase 3 candidate Itepekimab in recent chronic obstructive pulmonary disease (COPD) clinical trials further weighed on shares. At its current valuation, we believe Sanofi’s immunology pipeline is underappreciated and are awaiting clinical Phase 3 outcomes in Amlitelimab for atopic dermatitis. Additionally, we remain optimistic in the growth trajectory of Dupixent.”

Is Sanofi (SNY)the Best Gene-Editing Stock to Buy?

Sanofi (NASDAQ:SNY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 24 hedge fund portfolios held Sanofi (NASDAQ:SNY) at the end of the second quarter, compared to 27 in the previous quarter. While we acknowledge the risk and potential of Sanofi (NASDAQ:SNY) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Sanofi (NASDAQ:SNY) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Sanofi (NASDAQ:SNY) and shared the list of best low-cost stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q2 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.