Gilead Sciences (NASDAQ:GILD – Free Report) had its target price raised by Oppenheimer from $128.00 to $165.00 in a research report report published on Wednesday,MarketScreener reports. Oppenheimer currently has an outperform rating on the biopharmaceutical company’s stock.
Several other equities research analysts have also weighed in on GILD. Deutsche Bank Aktiengesellschaft raised their target price on Gilead Sciences from $135.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday. Truist Financial raised their price objective on shares of Gilead Sciences from $145.00 to $152.00 and gave the stock a “buy” rating in a report on Wednesday. Wolfe Research boosted their price objective on shares of Gilead Sciences from $155.00 to $170.00 and gave the stock an “outperform” rating in a research report on Thursday. Mizuho increased their target price on shares of Gilead Sciences from $131.00 to $140.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Finally, Leerink Partners boosted their price target on shares of Gilead Sciences from $114.00 to $146.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Twenty-four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $150.64.
Get Our Latest Research Report on Gilead Sciences
Gilead Sciences Stock Down 1.8%
Gilead Sciences (NASDAQ:GILD – Get Free Report) last issued its 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 the consensus estimate of $7.68 billion. Gilead Sciences had a net margin of 28.90% and a return on equity of 51.04%. The company’s revenue was up 4.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. Sell-side analysts anticipate that Gilead Sciences will post 7.95 EPS for the current fiscal 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 paid a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 2.1%. This is a positive change from Gilead Sciences’s previous quarterly dividend of $0.79. The ex-dividend date is Friday, March 13th. Gilead Sciences’s payout ratio is currently 46.68%.
Insider Buying and Selling
In other Gilead Sciences news, CFO Andrew D. Dickinson sold 3,000 shares of the company’s 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 completion of the sale, the chief financial officer directly owned 150,503 shares of the company’s stock, valued at $18,709,027.93. This represents a 1.95% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Daniel Patrick O’day sold 115,640 shares of Gilead Sciences stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 566,698 shares in the company, valued at $76,504,230. This trade represents a 16.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 319,391 shares of company stock worth $44,141,101. Insiders own 0.27% of the company’s stock.
Institutional Trading of Gilead Sciences
Hedge funds have recently made changes to their positions in the company. GoalVest Advisory LLC raised its holdings in Gilead Sciences by 7,566.7% during the second quarter. GoalVest Advisory LLC now owns 230 shares of the biopharmaceutical company’s stock worth $26,000 after purchasing an additional 227 shares in the last quarter. Corundum Trust Company INC acquired a new position in Gilead Sciences during the 3rd quarter worth approximately $26,000. Harbor Asset Planning Inc. purchased a new position in shares of Gilead Sciences during the 2nd quarter worth approximately $27,000. Ares Financial Consulting LLC acquired a new stake in shares of Gilead Sciences in the 4th quarter valued at approximately $28,000. Finally, Financial Consulate Inc. lifted its holdings in Gilead Sciences by 85.8% in the fourth quarter. Financial Consulate Inc. now owns 236 shares of the biopharmaceutical company’s stock valued at $29,000 after acquiring an additional 109 shares during the period. Institutional investors and hedge funds own 83.67% of the company’s stock.
Key Gilead Sciences News
Here are the key news stories impacting Gilead Sciences this week:
- Positive Sentiment: Q4 beat on top and bottom lines — Gilead reported Q4 EPS of $1.86 and revenue of ~$7.9B, ahead of consensus, driven by strong HIV and liver-disease drug sales. This is the primary catalyst for the rally as investors reward visible current cash flow. Reuters: Gilead quarterly results beat Wall Street estimates
- Positive Sentiment: Multiple analyst upgrades and higher price targets — Banks including Morgan Stanley, JPMorgan, Wells Fargo, Needham and others raised PTs and/or ratings after the print, providing buy-side momentum and supporting the stock’s upside. MarketScreener: Morgan Stanley raises PT
- Positive Sentiment: Dividend hike — Board approved a 3.8% quarterly dividend increase to $0.82/share, raising yield and reinforcing the income case for investors. Dividends often support valuation in large-cap biotech. BusinessWire: Dividend announcement
- Neutral Sentiment: Investment case notes — Commentary highlighting Yescarta label expansion and margin/earnings leverage adds longer-term upside potential but is incremental versus the near-term beat/guidance story. Yahoo Finance: Yescarta and dividend story
- Neutral Sentiment: Earnings materials & transcripts available — For detail on pipeline comments and management tone, see the earnings call transcript and slide deck (useful for modelling but not an immediate stock mover). Seeking Alpha: Q4 earnings call transcript
- Negative Sentiment: FY‑2026 guidance light — Gilead set FY‑26 EPS of $8.45–$8.85 and revenue guidance slightly below consensus (~$29.6–30.0B vs. ~30.1B consensus), which prompted an initial sell-off after hours and is a near-term risk to valuation. MSN: Outlook short of Wall Street view
- Negative Sentiment: Mixed analyst signals — Some firms raised price targets but a few maintained cautious ratings or PTs that imply downside versus current levels (e.g., RBC’s PT remains below the stock), creating a split analyst narrative that could cap upside until guidance clarity improves. Benzinga: analyst actions
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.
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