Coldstream Capital Management Inc. Acquires 8,807 Shares of Gilead Sciences, Inc. $GILD

Coldstream Capital Management Inc. lifted its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 32.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 35,726 shares of the biopharmaceutical company’s stock after buying an additional 8,807 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Gilead Sciences were worth $3,966,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Norges Bank bought a new position in Gilead Sciences during the second quarter worth $2,150,268,000. Ameriprise Financial Inc. increased its stake in Gilead Sciences by 397.6% in the second quarter. Ameriprise Financial Inc. now owns 6,748,403 shares of the biopharmaceutical company’s stock valued at $748,147,000 after purchasing an additional 5,392,191 shares in the last quarter. Invesco Ltd. increased its stake in Gilead Sciences by 33.5% in the second quarter. Invesco Ltd. now owns 13,521,228 shares of the biopharmaceutical company’s stock valued at $1,499,098,000 after purchasing an additional 3,394,330 shares in the last quarter. Assenagon Asset Management S.A. raised its holdings in shares of Gilead Sciences by 164.4% during the third quarter. Assenagon Asset Management S.A. now owns 3,489,062 shares of the biopharmaceutical company’s stock valued at $387,286,000 after purchasing an additional 2,169,266 shares during the period. Finally, First Trust Advisors LP raised its holdings in shares of Gilead Sciences by 154.3% during the third quarter. First Trust Advisors LP now owns 3,089,283 shares of the biopharmaceutical company’s stock valued at $342,910,000 after purchasing an additional 1,874,508 shares during the period. Institutional investors own 83.67% of the company’s stock.

Gilead Sciences News Summary

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

• Positive Sentiment: Quarterly beat, raised guidance and dividend increase provide fundamental support — Gilead reported $1.86 EPS (vs. $1.83 est.), $7.93B revenue (vs. $7.68B est.), set FY‑2026 EPS guidance of $8.45–$8.85 and raised the quarterly dividend to $0.82. Those elements support longer‑term upside.
• Positive Sentiment: M&A/sector takeover chatter (Arcellx coverage) is reviving speculation that Gilead may pursue deals to bolster its cell‑therapy/oncology pipeline — a catalyst investors treat as strategic upside. Fool: Arcellx / takeover-related coverage
• Neutral Sentiment: Unusual options activity flagged by scanners — heightened option flow can signal hedging or speculative bets; it’s ambiguous until directional put/call skew and volume patterns solidify. Barchart: options activity
• Neutral Sentiment: Analysts show mixed/contrasting views — some firms have raised targets and reiterated buys while others are more cautious, so research flow is creating both support and headlines that can move sentiment. Globe and Mail: analysts conflicting
• Neutral Sentiment: New coverage of potential CAR‑T competitors (Estrella/ESLA) is worth watching but is not an immediate direct threat to Gilead’s larger, diversified franchise — more a sector development. Yahoo: ESLA coverage
• Negative Sentiment: Insider selling by senior executives — Johanna Mercier and CFO Andrew D. Dickinson each sold 3,000 shares (average ~$144.23) recently; multiple insider sales can sour near‑term sentiment even if part of planned diversification. InsiderTrades: insider sales
• Negative Sentiment: Recent headlines and retail coverage are bearish — pieces arguing to “avoid GILD” are amplifying outflows/weakness among some investors and may pressure the intraday move. Yahoo: 3 Reasons to Avoid GILD
• Negative Sentiment: Market‑coverage note reporting Gilead fell more than the broader market today — a short‑term confirmation of downward price pressure that may trigger additional technical selling. Zacks: GILD falls more than market

Gilead Sciences Trading Down 2.2%

Shares of GILD stock opened at $141.29 on Thursday. The stock has a market capitalization of $175.40 billion, a price-to-earnings ratio of 20.87, a PEG ratio of 1.89 and a beta of 0.37. The company’s fifty day simple moving average is $141.96 and its two-hundred day simple moving average is $127.51. 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 0.98, a current ratio of 1.55 and a quick ratio of 1.40.

Gilead Sciences (NASDAQ:GILD) last posted its quarterly earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.83 by $0.03. The firm had revenue of $7.93 billion during the quarter, compared to analyst estimates of $7.68 billion. Gilead Sciences had a return on equity of 49.46% and a net margin of 28.90%.The business’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same period last year, the company earned $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. As a group, 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 announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, March 13th will be paid a $0.82 dividend. The ex-dividend date is Friday, March 13th. This represents a $3.28 annualized dividend and a yield of 2.3%. This is an increase from Gilead Sciences’s previous quarterly dividend of $0.79. Gilead Sciences’s dividend payout ratio is 48.45%.

Insider Buying and Selling

In other Gilead Sciences news, CFO Andrew D. Dickinson sold 3,000 shares of Gilead Sciences stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $144.23, for a total transaction of $432,690.00. Following the completion of the transaction, the chief financial officer owned 179,191 shares of the company’s stock, valued at $25,844,717.93. The trade was a 1.65% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Daniel Patrick O’day sold 115,640 shares of the company’s stock in a transaction dated Friday, January 23rd. The shares were sold at an average price of $135.00, for a total value of $15,611,400.00. Following the sale, the chief executive officer owned 566,698 shares in the company, valued at approximately $76,504,230. This represents a 16.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 309,280 shares of company stock worth $44,068,850 in the last 90 days. 0.27% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

GILD has been the subject of several research reports. Wall Street Zen upgraded Gilead Sciences from a “buy” rating to a “strong-buy” rating in a research note on Saturday, March 14th. Bank of America set a $162.00 price target on Gilead Sciences and gave the stock a “buy” rating in a research note on Wednesday, February 11th. HSBC increased their price target on Gilead Sciences from $110.00 to $133.00 and gave the stock a “hold” rating in a report on Wednesday, December 10th. Leerink Partners boosted their price objective on Gilead Sciences from $146.00 to $148.00 and gave the company an “outperform” rating in a report on Wednesday, February 11th. Finally, Morgan Stanley upped their target price 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-four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Gilead Sciences currently has a consensus rating of “Moderate Buy” and a consensus price target of $157.62.

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.