Gilead Sciences (NASDAQ:GILD – Free Report) had its price objective increased by Deutsche Bank Aktiengesellschaft from $135.00 to $155.00 in a research note published on Wednesday,MarketScreener reports. Deutsche Bank Aktiengesellschaft currently has a buy rating on the biopharmaceutical company’s stock.
Other equities research analysts also recently issued research reports about the stock. The Goldman Sachs Group increased their price objective on shares of Gilead Sciences from $110.00 to $115.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Wells Fargo & Company increased their target price on Gilead Sciences from $150.00 to $165.00 and gave the stock an “overweight” rating in a report on Wednesday. Sanford C. Bernstein restated an “outperform” rating and issued a $160.00 price target on shares of Gilead Sciences in a report on Wednesday. Cantor Fitzgerald increased their price objective on Gilead Sciences from $135.00 to $155.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Wall Street Zen lowered Gilead Sciences from a “strong-buy” rating to a “buy” rating in a research report on Friday, January 23rd. Twenty-four investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $150.64.
Get Our Latest Stock Report on GILD
Gilead Sciences Trading Down 1.8%
Gilead Sciences (NASDAQ:GILD – Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.83 by $0.03. Gilead Sciences had a return on equity of 51.04% and a net margin of 28.90%.The business had revenue of $7.93 billion for the quarter, compared to analysts’ expectations of $7.68 billion. During the same quarter in the previous year, the business posted $1.90 EPS. Gilead Sciences’s revenue for the quarter was up 4.7% on a year-over-year basis. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. Analysts predict that Gilead Sciences will post 7.95 earnings per share for the current year.
Gilead Sciences Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, March 13th will be issued a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, March 13th. This is a boost from Gilead Sciences’s previous quarterly dividend of $0.79. Gilead Sciences’s payout ratio is currently 46.68%.
Insider Activity
In other news, insider Johanna Mercier sold 28,000 shares of the company’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $125.86, for a total value of $3,524,080.00. Following the sale, the insider directly owned 107,193 shares of the company’s stock, valued at approximately $13,491,310.98. This represents a 20.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Daniel Patrick O’day sold 115,640 shares of Gilead Sciences stock in a transaction dated Friday, January 23rd. The stock was sold at an average price of $135.00, for a total value of $15,611,400.00. Following the transaction, the chief executive officer owned 566,698 shares of the company’s stock, valued at $76,504,230. The trade was a 16.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 319,391 shares of company stock valued at $44,141,101 over the last three months. Corporate insiders own 0.27% of the company’s stock.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently made changes to their positions in the business. Elo Mutual Pension Insurance Co lifted its holdings in Gilead Sciences by 17.2% during the 4th quarter. Elo Mutual Pension Insurance Co now owns 193,587 shares of the biopharmaceutical company’s stock valued at $23,761,000 after purchasing an additional 28,471 shares during the last quarter. Stamos Capital Partners L.P. increased its holdings in shares of Gilead Sciences by 54.4% in the fourth quarter. Stamos Capital Partners L.P. now owns 7,286 shares of the biopharmaceutical company’s stock valued at $894,000 after purchasing an additional 2,566 shares during the last quarter. Moneta Group Investment Advisors LLC raised its position in shares of Gilead Sciences by 13.0% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 10,197 shares of the biopharmaceutical company’s stock valued at $1,252,000 after purchasing an additional 1,172 shares during the period. McMillan Office Inc. acquired a new stake in shares of Gilead Sciences during the 4th quarter worth about $312,000. Finally, Brown Brothers Harriman & Co. grew its stake in Gilead Sciences by 107.7% in the 4th quarter. Brown Brothers Harriman & Co. now owns 9,954 shares of the biopharmaceutical company’s stock valued at $1,222,000 after buying an additional 5,162 shares during the last quarter. 83.67% of the stock is currently owned by institutional investors.
Gilead Sciences News Summary
Here are the key news stories impacting Gilead Sciences this week:
- Positive Sentiment: Q4 beat on top and bottom lines — Gilead reported Q4 EPS of $1.86 and revenue of ~$7.9B, ahead of consensus, driven by strong HIV and liver-disease drug sales. This is the primary catalyst for the rally as investors reward visible current cash flow. Reuters: Gilead quarterly results beat Wall Street estimates
- Positive Sentiment: Multiple analyst upgrades and higher price targets — Banks including Morgan Stanley, JPMorgan, Wells Fargo, Needham and others raised PTs and/or ratings after the print, providing buy-side momentum and supporting the stock’s upside. MarketScreener: Morgan Stanley raises PT
- Positive Sentiment: Dividend hike — Board approved a 3.8% quarterly dividend increase to $0.82/share, raising yield and reinforcing the income case for investors. Dividends often support valuation in large-cap biotech. BusinessWire: Dividend announcement
- Neutral Sentiment: Investment case notes — Commentary highlighting Yescarta label expansion and margin/earnings leverage adds longer-term upside potential but is incremental versus the near-term beat/guidance story. Yahoo Finance: Yescarta and dividend story
- Neutral Sentiment: Earnings materials & transcripts available — For detail on pipeline comments and management tone, see the earnings call transcript and slide deck (useful for modelling but not an immediate stock mover). Seeking Alpha: Q4 earnings call transcript
- Negative Sentiment: FY‑2026 guidance light — Gilead set FY‑26 EPS of $8.45–$8.85 and revenue guidance slightly below consensus (~$29.6–30.0B vs. ~30.1B consensus), which prompted an initial sell-off after hours and is a near-term risk to valuation. MSN: Outlook short of Wall Street view
- Negative Sentiment: Mixed analyst signals — Some firms raised price targets but a few maintained cautious ratings or PTs that imply downside versus current levels (e.g., RBC’s PT remains below the stock), creating a split analyst narrative that could cap upside until guidance clarity improves. Benzinga: analyst actions
About Gilead Sciences
Gilead Sciences, Inc, founded in 1987 and headquartered in Foster City, California, is a biopharmaceutical company focused on the discovery, development and commercialization of medicines in areas of high unmet medical need. The company initially built its reputation in antiviral therapies and has since expanded into oncology, cell therapy and inflammatory diseases. Gilead operates a global research and commercial organization, conducting clinical development and selling medicines in markets around the world.
Gilead’s product portfolio is anchored by antiviral therapies for HIV and viral hepatitis.
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