Chase Investment Counsel Corp Has $570,000 Stake in Gilead Sciences, Inc. $GILD

Chase Investment Counsel Corp trimmed its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 50.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,141 shares of the biopharmaceutical company’s stock after selling 5,153 shares during the period. Chase Investment Counsel Corp’s holdings in Gilead Sciences were worth $570,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Mufg Securities Americas Inc. lifted its stake in shares of Gilead Sciences by 21.4% in the 3rd quarter. Mufg Securities Americas Inc. now owns 33,460 shares of the biopharmaceutical company’s stock valued at $3,714,000 after purchasing an additional 5,891 shares during the period. AXQ Capital LP bought a new stake in Gilead Sciences in the third quarter valued at about $1,527,000. First Financial Bankshares Inc lifted its stake in Gilead Sciences by 1.6% in the third quarter. First Financial Bankshares Inc now owns 7,446 shares of the biopharmaceutical company’s stock valued at $827,000 after buying an additional 115 shares during the period. Compound Planning Inc. boosted its holdings in Gilead Sciences by 7.7% during the third quarter. Compound Planning Inc. now owns 38,995 shares of the biopharmaceutical company’s stock worth $4,328,000 after buying an additional 2,799 shares during the last quarter. Finally, Stonebrook Private Inc. acquired a new position in shares of Gilead Sciences during the 3rd quarter worth about $219,000. 83.67% of the stock is owned by institutional investors.

Gilead Sciences Stock Performance

GILD opened at $149.83 on Tuesday. The company has a market capitalization of $185.89 billion, a price-to-earnings ratio of 22.13, a P/E/G ratio of 2.01 and a beta of 0.36. The business’s 50-day moving average price is $134.07 and its two-hundred day moving average price is $124.08. Gilead Sciences, Inc. has a 1 year low of $93.37 and a 1 year high of $157.29. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.68 and a quick ratio of 1.31.

Gilead Sciences (NASDAQ:GILD) last posted its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, topping 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 last year, the company earned $1.90 earnings per share. Gilead Sciences’s quarterly revenue was up 4.7% on a year-over-year basis. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. Equities analysts expect that Gilead Sciences, Inc. will post 7.95 EPS for the current fiscal year.

Gilead Sciences Increases Dividend

The firm 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 dividend on an annualized basis and a dividend yield of 2.2%. This is a boost from Gilead Sciences’s previous quarterly dividend of $0.79. The ex-dividend date is Friday, March 13th. Gilead Sciences’s dividend payout ratio is 46.68%.

Key Gilead Sciences News

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

• Positive Sentiment: Gilead agreed to acquire Arcellx in a deal valued at about $7.8B (cash $115/share + $5 CVR), giving Gilead full control of Anito‑cel, a next‑generation CAR‑T for multiple myeloma that could reach regulators this year — a clear strategic boost to Gilead’s oncology franchise. Gilead Sciences to Acquire Arcellx
• Positive Sentiment: Sell‑side support: Needham reaffirmed a “buy” on GILD with a $170 price target, highlighting upside based on pipeline and M&A execution, which provides analyst backing for the medium‑term thesis. Analyst Reaffirmation (Benzinga)
• Neutral Sentiment: Gilead scheduled several investor‑conference presentations (TD Cowen, Leerink, Barclays) in early March — useful for management to frame the Arcellx rationale and provide pipeline / guidance color. Gilead to Present at Upcoming Investor Conferences
• Neutral Sentiment: Health‑care sector dynamics and a mixed broader market (including a late‑day drop in the Dow) are a moderating force — sector strength earlier in the session partly offset by broader risk‑off moves. Sector Update (Yahoo Finance)
• Negative Sentiment: A law firm (Kahn Swick & Foti) is investigating the Arcellx sale for adequacy of price and process, which raises the risk of litigation or a proxy fight that could complicate closing or create management distraction. Arcellx Investor Alert (BusinessWire)
• Negative Sentiment: Market concern about the premium and $7.8B price tag (deal cited as ~68–80% premium) is weighing on Gilead — investors are parsing near‑term cash/valuation impact, integration risk and whether the price fairly reflects risk for an outpatient oncology program. Deal Coverage (Reuters)

Wall Street Analyst Weigh In

Several research firms recently weighed in on GILD. Sanford C. Bernstein reissued an “outperform” rating and set a $160.00 price objective on shares of Gilead Sciences in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Gilead Sciences from $135.00 to $155.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Oppenheimer boosted their price target on shares of Gilead Sciences from $128.00 to $165.00 and gave the company an “outperform” rating in a report on Wednesday, February 11th. Morgan Stanley raised their price objective on Gilead Sciences from $150.00 to $171.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Finally, Wells Fargo & Company lifted their target price on Gilead Sciences from $150.00 to $165.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Twenty-three investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $155.44.

Insider Buying and Selling at Gilead Sciences

In related news, Director Jeffrey Bluestone sold 5,000 shares of the stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $123.50, for a total transaction of $617,500.00. Following the completion of the transaction, the director owned 8,920 shares in the company, valued at approximately $1,101,620. This represents a 35.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Andrew D. Dickinson sold 3,000 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $154.43, for a total transaction of $463,290.00. Following the completion of the transaction, the chief financial officer directly owned 167,779 shares of the company’s stock, valued at approximately $25,910,110.97. This trade represents a 1.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 319,891 shares of company stock valued at $45,091,556 over the last ninety days. 0.27% of the stock is currently owned by company insiders.

Gilead Sciences 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.