Cookson Peirce & Co. Inc. Increases Holdings in Gilead Sciences, Inc. $GILD

Cookson Peirce & Co. Inc. raised its stake in Gilead Sciences, Inc. (NASDAQ:GILD) by 249.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,045 shares of the biopharmaceutical company’s stock after acquiring an additional 7,168 shares during the period. Cookson Peirce & Co. Inc.’s holdings in Gilead Sciences were worth $1,115,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Rothschild Investment LLC increased its stake in Gilead Sciences by 1.9% during the 2nd quarter. Rothschild Investment LLC now owns 4,539 shares of the biopharmaceutical company’s stock valued at $503,000 after purchasing an additional 84 shares in the last quarter. Hemington Wealth Management grew its holdings in shares of Gilead Sciences by 9.3% during the third quarter. Hemington Wealth Management now owns 998 shares of the biopharmaceutical company’s stock valued at $110,000 after buying an additional 85 shares during the last quarter. Ignite Planners LLC grew its holdings in shares of Gilead Sciences by 1.1% during the third quarter. Ignite Planners LLC now owns 7,932 shares of the biopharmaceutical company’s stock valued at $880,000 after buying an additional 86 shares during the last quarter. Archer Investment Corp increased its position in shares of Gilead Sciences by 1.2% during the second quarter. Archer Investment Corp now owns 7,277 shares of the biopharmaceutical company’s stock valued at $807,000 after acquiring an additional 87 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. raised its holdings in Gilead Sciences by 0.3% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 34,711 shares of the biopharmaceutical company’s stock worth $3,912,000 after acquiring an additional 87 shares during the last quarter. 83.67% of the stock is currently owned by institutional investors.

Key Headlines Impacting Gilead Sciences

Here are the key news stories impacting Gilead Sciences this week:

• Positive Sentiment: Gilead reported better-than-expected Q4 results and raised FY26 guidance, driving optimism about near-term revenue and EPS trends. Gilead Sciences, Inc. (NASDAQ:GILD) Just Reported And Analysts Have Been Lifting Their Price Targets
• Positive Sentiment: Major analysts lifted price targets and/or maintained Buy/Outperform ratings after the results — Wolfe Research to $170 (outperform), Oppenheimer to $165 (outperform), TD Cowen to $160 (buy), Deutsche Bank to $155 (buy) — signaling analyst conviction and providing upward pressure on the stock. Wolfe Research price target raise
• Positive Sentiment: BofA raised its price target to $162 and reiterated a Buy, reflecting post‑earnings confidence in Gilead’s franchises. BofA raises PT
• Positive Sentiment: Additional buy ratings from large banks — J.P. Morgan and Scotiabank reiterated/issued Buy calls — adding to institutional endorsement after results. J.P. Morgan buy Scotiabank buy
• Positive Sentiment: Pipeline & product catalysts: Yescarta label expansion and continued HIV franchise momentum (Biktarvy, Descovy, Yeztugo) are being highlighted as durable growth drivers and part of the investment case. Yescarta label expansion & dividend growth
• Neutral Sentiment: Analyst commentary and research pieces (Zacks articles) are flagging Gilead as a momentum/value candidate and discussing whether the HIV portfolio can sustain growth — useful context but not immediate catalysts. Zacks momentum Zacks on HIV portfolio
• Neutral Sentiment: Short‑interest reports in the feed show zero shares / NaN changes and a 0.0 days-to-cover — likely a reporting/data artifact rather than a meaningful market signal. (No external link available in the entry.)

Gilead Sciences Stock Up 2.1%

GILD stock opened at $154.98 on Friday. The company has a market cap of $192.28 billion, a price-to-earnings ratio of 22.89, a P/E/G ratio of 1.22 and a beta of 0.36. The company has a debt-to-equity ratio of 1.03, a quick ratio of 1.31 and a current ratio of 1.68. The business’s 50-day moving average is $130.27 and its two-hundred day moving average is $122.27. Gilead Sciences, Inc. has a fifty-two week low of $93.37 and a fifty-two week high of $157.29.

Gilead Sciences (NASDAQ:GILD) last released its quarterly earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.83 by $0.03. Gilead Sciences had a return on equity of 49.46% and a net margin of 28.90%.The business had revenue of $7.93 billion during the quarter, compared to the consensus estimate of $7.68 billion. During the same period in the previous year, the company posted $1.90 EPS. The business’s quarterly revenue was up 4.7% compared to the same quarter last year. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. As a group, analysts forecast that Gilead Sciences, Inc. will post 7.95 earnings per share for the current year.

Gilead Sciences Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, March 13th will be issued a dividend of $0.82 per share. This is an increase from Gilead Sciences’s previous quarterly dividend of $0.79. This represents a $3.28 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Friday, March 13th. Gilead Sciences’s dividend payout ratio is currently 46.68%.

Insider Buying and Selling at Gilead Sciences

In other news, insider Johanna Mercier sold 28,000 shares of Gilead Sciences stock in a transaction on Monday, November 17th. The shares were sold at an average price of $125.86, for a total transaction of $3,524,080.00. Following the transaction, the insider owned 107,193 shares in the company, valued at $13,491,310.98. This trade represents a 20.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Daniel Patrick O’day sold 115,640 shares of the business’s stock in a transaction on Friday, January 23rd. The shares were sold at an average price of $135.00, for a total transaction of $15,611,400.00. Following the sale, the chief executive officer directly owned 566,698 shares of the company’s stock, valued at approximately $76,504,230. The trade was a 16.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 319,391 shares of company stock valued at $44,141,101 over the last three months. Insiders own 0.27% of the company’s stock.

Analyst Ratings Changes

Several brokerages have commented on GILD. Argus increased their target price on Gilead Sciences from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Tuesday, November 4th. Leerink Partners boosted their price target on Gilead Sciences from $114.00 to $146.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Scotiabank increased their price objective on Gilead Sciences from $140.00 to $177.00 and gave the company a “sector outperform” rating in a research report on Wednesday. Truist Financial lifted their price objective on Gilead Sciences from $145.00 to $152.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Gilead Sciences in a research report on Thursday, January 22nd. Twenty-three equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $152.42.

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.