9,120 Shares in Gilead Sciences, Inc. $GILD Acquired by Jupiter Asset Management Ltd.

Jupiter Asset Management Ltd. purchased a new stake in Gilead Sciences, Inc. (NASDAQ:GILD) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 9,120 shares of the biopharmaceutical company’s stock, valued at approximately $1,012,000.

Other institutional investors have also recently made changes to their positions in the company. Csenge Advisory Group increased its stake in Gilead Sciences by 319.0% in the third quarter. Csenge Advisory Group now owns 21,394 shares of the biopharmaceutical company’s stock valued at $2,375,000 after acquiring an additional 16,288 shares during the last quarter. Cookson Peirce & Co. Inc. increased its position in shares of Gilead Sciences by 249.1% during the 3rd quarter. Cookson Peirce & Co. Inc. now owns 10,045 shares of the biopharmaceutical company’s stock valued at $1,115,000 after purchasing an additional 7,168 shares during the last quarter. Railway Pension Investments Ltd raised its holdings in shares of Gilead Sciences by 3.1% during the 3rd quarter. Railway Pension Investments Ltd now owns 1,415,665 shares of the biopharmaceutical company’s stock valued at $157,139,000 after buying an additional 42,200 shares in the last quarter. TriaGen Wealth Management LLC bought a new stake in Gilead Sciences in the 3rd quarter worth approximately $1,274,000. Finally, Sector Gamma AS boosted its stake in Gilead Sciences by 15.9% in the third quarter. Sector Gamma AS now owns 147,239 shares of the biopharmaceutical company’s stock worth $16,344,000 after buying an additional 20,239 shares in the last quarter. Institutional investors own 83.67% of the company’s stock.

Gilead Sciences Price Performance

Shares of GILD stock opened at $151.40 on Monday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 1.31 and a current ratio of 1.68. Gilead Sciences, Inc. has a fifty-two week low of $93.37 and a fifty-two week high of $157.29. The firm has a market cap of $187.84 billion, a P/E ratio of 22.36, a P/E/G ratio of 2.01 and a beta of 0.36. The business’s 50 day moving average price is $133.47 and its 200-day moving average price is $123.81.

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

Gilead Sciences Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, March 13th will be given 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 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Friday, March 13th. Gilead Sciences’s dividend payout ratio is presently 46.68%.

Key Stories Impacting Gilead Sciences

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

• Positive Sentiment: Q4 earnings beat and firm guidance: Gilead reported $1.86 EPS vs. $1.83 est. and $7.93B revenue (above estimates) and set FY‑2026 EPS guidance of $8.45–$8.85 — a catalyst for re-rating. Analyst Reactions Post‑Earnings
• Positive Sentiment: Argus raised its price target to $165 and kept a Buy rating, adding analyst-driven upside (~mid-single digits vs. current levels). Argus PT Raise
• Positive Sentiment: Mizuho lifted its target to $170 and kept an Outperform rating, supporting a higher consensus valuation and momentum for buy‑side flows. Mizuho PT Raise
• Neutral Sentiment: Barclays initiated coverage with an Equal‑Weight rating and $155 target — neither a strong buy nor a sell signal, but it provides fresh institutional coverage. Barclays Coverage
• Neutral Sentiment: Broader analyst and media coverage (Zacks, Yahoo, Benzinga retrospectives) is keeping GILD in focus for retail/institutional investors; these pieces inform positioning but are mixed in directional impact. Zacks Coverage
• Neutral Sentiment: Short‑interest data in the feed looks anomalous/zeroed out and provides no clear sell pressure signal at present (data likely noisy).
• Negative Sentiment: Insider selling: CFO Andrew Dickinson sold 3,000 shares (~$154.43 avg price) — a small amount but negative for sentiment when combined with other insider moves. CFO Form 4
• Negative Sentiment: Material insider sale: Johanna Mercier sold 28,000 shares (~$154.44 avg), an ~18.9% reduction in her holding — a larger ticket that can weigh on investor confidence. Mercier Form 4
• Negative Sentiment: “Time to take profits” / rating downgrade commentary is circulating, which can trigger short‑term selling from momentum traders. Seeking Alpha Take‑Profits Piece

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the stock. HSBC boosted their price objective on shares of Gilead Sciences from $110.00 to $133.00 and gave the stock a “hold” rating in a report on Wednesday, December 10th. Citigroup upped their price target on shares of Gilead Sciences from $140.00 to $156.00 and gave the company a “buy” rating in a research report on Tuesday, January 27th. Bank of America set a $162.00 price objective on Gilead Sciences and gave the stock a “buy” rating in a report on Wednesday, February 11th. Wells Fargo & Company increased their target price on Gilead Sciences from $150.00 to $165.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Finally, Morgan Stanley raised their price target on Gilead Sciences from $150.00 to $171.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Twenty-three research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $155.44.

Insider Activity at Gilead Sciences

In related news, CFO Andrew D. Dickinson sold 3,000 shares of Gilead Sciences stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $124.31, for a total transaction of $372,930.00. Following the sale, the chief financial officer directly owned 150,503 shares in the company, valued at $18,709,027.93. The trade was a 1.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Daniel Patrick O’day sold 115,640 shares of the company’s stock in a transaction on 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 completion of the sale, the chief executive officer directly owned 566,698 shares in the company, valued at approximately $76,504,230. The trade was a 16.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 319,891 shares of company stock valued at $45,091,556 in the last three months. Corporate insiders own 0.27% of the company’s stock.

Gilead Sciences Company Profile

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.