Andra AP fonden Acquires 19,700 Shares of Gilead Sciences, Inc. $GILD

Andra AP fonden raised its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 3.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 597,500 shares of the biopharmaceutical company’s stock after purchasing an additional 19,700 shares during the quarter. Gilead Sciences makes up about 0.9% of Andra AP fonden’s holdings, making the stock its 11th biggest holding. Andra AP fonden’s holdings in Gilead Sciences were worth $66,322,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in GILD. Brighton Jones LLC boosted its stake in Gilead Sciences by 20.6% during the fourth quarter. Brighton Jones LLC now owns 14,359 shares of the biopharmaceutical company’s stock worth $1,326,000 after acquiring an additional 2,450 shares in the last quarter. Bison Wealth LLC purchased a new position in Gilead Sciences in the fourth quarter worth about $215,000. Sivia Capital Partners LLC raised its position in Gilead Sciences by 16.8% in the second quarter. Sivia Capital Partners LLC now owns 4,182 shares of the biopharmaceutical company’s stock worth $464,000 after acquiring an additional 602 shares during the period. Rossby Financial LCC grew its holdings in Gilead Sciences by 21.7% during the second quarter. Rossby Financial LCC now owns 818 shares of the biopharmaceutical company’s stock valued at $91,000 after purchasing an additional 146 shares during the period. Finally, Jennison Associates LLC bought a new stake in Gilead Sciences during the second quarter valued at about $71,770,000. Institutional investors own 83.67% of the company’s stock.

More Gilead Sciences News

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

• Positive Sentiment: Daiwa Securities raised its price target on GILD to $161 and kept an “outperform” rating — a signal that some sell‑side desks see ~double‑digit upside from current levels. Daiwa Securities adjusts price target on Gilead Sciences to $161 from $129; maintains outperform
• Positive Sentiment: Zacks Research raised multiple quarterly and multi‑year EPS estimates (FY2026–FY2028), reflecting better near‑term earnings visibility and supporting consensus upward revisions for 2026–2027 (Zacks now modeling higher EPS across several quarters).
• Positive Sentiment: UBS reiterated a Buy and kept a $175 price target, citing Gilead’s advancing long‑acting HIV franchise as a durable competitive advantage for future revenue growth. Gilead Sciences: Advancing Long-Acting HIV Franchise Underscores Competitive Edge and Supports Buy Rating
• Positive Sentiment: New Phase 3 ARTISTRY data presented at CROI show Gilead’s investigational single‑tablet bictegravir/lenacapavir maintained virological suppression with low discontinuation—strengthening Gilead’s HIV pipeline narrative and potential product breadth. Gilead’s Single-Tablet Regimen Maintained Virological Suppression (Business Wire)
• Neutral Sentiment: Gilead agreed to acquire Arcellx for $115/share (~$7.8B) to bolster its oncology/BCMA pipeline — strategic for growth but sizable; market reaction can be mixed while investors assess synergies, price and integration. Gilead Snaps Up Arcellx For $115 Per Share — A $7.8 Billion Bet On Cancer Therapy
• Negative Sentiment: Competitive pressure: Merck’s two‑drug HIV regimen matched Gilead’s Biktarvy in Phase 3 and is under FDA review — a meaningful competitor that raises pricing and market‑share concerns in the core HIV franchise. Merck’s New HIV Drug Shows Promise (Yahoo Finance)
• Negative Sentiment: Large M&A and ongoing competition increase near‑term uncertainty (integration costs, potential dilution, and execution risk), which can pressure the stock despite positive fundamental news.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. Wall Street Zen lowered Gilead Sciences from a “strong-buy” rating to a “buy” rating in a research note on Friday, January 23rd. Sanford C. Bernstein reiterated an “outperform” rating and issued a $160.00 target price on shares of Gilead Sciences in a report on Wednesday, February 11th. Weiss Ratings reissued a “buy (b)” rating on shares of Gilead Sciences in a research note on Thursday, January 22nd. Oppenheimer upped their price objective on Gilead Sciences from $128.00 to $165.00 and gave the company an “outperform” rating in a research report on Wednesday, February 11th. Finally, Truist Financial increased their price objective on Gilead Sciences from $145.00 to $152.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Twenty-three research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Gilead Sciences currently has an average rating of “Moderate Buy” and a consensus price target of $156.72.

Gilead Sciences Trading Down 2.3%

Shares of NASDAQ:GILD opened at $143.77 on Friday. The stock has a market cap of $178.48 billion, a price-to-earnings ratio of 21.24, a PEG ratio of 1.93 and a beta of 0.36. Gilead Sciences, Inc. has a 52-week low of $93.37 and a 52-week high of $157.29. The business has a 50-day moving average price of $135.61 and a 200-day moving average price of $124.58. The company has a quick ratio of 1.31, a current ratio of 1.55 and a debt-to-equity ratio of 0.98.

Gilead Sciences (NASDAQ:GILD) last posted its 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 net margin of 28.90% and a return on equity of 49.46%. The company 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 firm posted $1.90 earnings per share. The firm’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 predict that Gilead Sciences, Inc. will post 7.95 EPS for the current year.

Gilead Sciences Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, March 13th will be given a dividend of $0.82 per share. This is a boost from Gilead Sciences’s previous quarterly dividend of $0.79. The ex-dividend date is Friday, March 13th. This represents a $3.28 dividend on an annualized basis and a dividend yield of 2.3%. Gilead Sciences’s payout ratio is 46.68%.

Insiders Place Their Bets

In related news, CEO Daniel Patrick O’day sold 115,640 shares of Gilead Sciences stock in a transaction on 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 of the company’s stock, valued at approximately $76,504,230. This trade represents a 16.95% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Johanna Mercier sold 28,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $154.44, for a total transaction of $4,324,320.00. Following the transaction, the insider owned 120,288 shares of the company’s stock, valued at approximately $18,577,278.72. This trade represents a 18.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 299,280 shares of company stock worth $42,487,570. Corporate insiders own 0.27% of the company’s stock.

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.