Securian Asset Management Inc. Sells 26,187 Shares of Gilead Sciences, Inc. $GILD

Securian Asset Management Inc. reduced its stake in Gilead Sciences, Inc. (NASDAQ:GILD) by 43.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 33,736 shares of the biopharmaceutical company’s stock after selling 26,187 shares during the quarter. Securian Asset Management Inc.’s holdings in Gilead Sciences were worth $4,141,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GILD. Corundum Trust Company INC bought a new stake in Gilead Sciences during the third quarter worth $26,000. Ares Financial Consulting LLC bought a new stake in Gilead Sciences during the fourth quarter worth $28,000. Financial Consulate Inc. lifted its stake in Gilead Sciences by 85.8% during the fourth quarter. Financial Consulate Inc. now owns 236 shares of the biopharmaceutical company’s stock worth $29,000 after purchasing an additional 109 shares during the last quarter. North Star Investment Management Corp. lifted its stake in Gilead Sciences by 54.8% during the fourth quarter. North Star Investment Management Corp. now owns 243 shares of the biopharmaceutical company’s stock worth $30,000 after purchasing an additional 86 shares during the last quarter. Finally, MTM Investment Management LLC lifted its stake in Gilead Sciences by 176.0% during the third quarter. MTM Investment Management LLC now owns 276 shares of the biopharmaceutical company’s stock worth $31,000 after purchasing an additional 176 shares during the last quarter. 83.67% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on GILD shares. BMO Capital Markets upped their target price on Gilead Sciences from $135.00 to $150.00 and gave the stock an “outperform” rating in a research note on Monday, January 26th. Citigroup upped their target price on Gilead Sciences from $156.00 to $165.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Barclays started coverage on Gilead Sciences in a research note on Friday, February 20th. They set an “equal weight” rating and a $155.00 target price for the company. Mizuho upped their target price on Gilead Sciences from $140.00 to $170.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 18th. Finally, Rothschild & Co Redburn upped their target price on Gilead Sciences from $159.00 to $170.00 and gave the stock a “buy” rating in a research note on Tuesday, February 17th. Twenty-four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $157.15.

Insider Activity

In other news, insider Johanna Mercier sold 28,000 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $154.44, for a total value of $4,324,320.00. Following the completion of the transaction, the insider directly owned 120,288 shares in the company, valued at approximately $18,577,278.72. This represents a 18.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Daniel Patrick O’day sold 10,000 shares of the stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $129.16, for a total value of $1,291,600.00. Following the completion of the transaction, the chief executive officer owned 632,567 shares of the company’s stock, valued at $81,702,353.72. The trade was a 1.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 63,000 shares of company stock worth $9,238,250. Insiders own 0.30% of the company’s stock.

More Gilead Sciences News

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

• Positive Sentiment: Truist Financial reaffirmed its buy rating on Gilead and raised its price target to $157 from $155, implying meaningful upside from current levels. Benzinga
• Positive Sentiment: Gilead reported Q1 EPS of $2.03 and revenue of $6.96 billion, both ahead of analyst expectations, supported by HIV and Trodelvy sales growth. Yahoo Finance
• Positive Sentiment: The company raised its Yeztugo 2026 sales guidance to $1 billion from $800 million, signaling stronger-than-expected launch momentum. Yahoo Finance
• Neutral Sentiment: RBC slightly reduced its price target to $122 from $123 and kept a sector perform view, suggesting a more cautious stance but no major change in thesis. Benzinga
• Negative Sentiment: Gilead cut its 2026 EPS guidance to a loss range of -$1.05 to -$0.65, a major deterioration from prior profit expectations, due to acquisition charges and financing costs. Reuters
• Negative Sentiment: Investors also appear concerned that near-term growth is being driven more by older products like Descovy and Biktarvy than by the much-anticipated Yeztugo launch, creating questions about the pace of future growth. Yahoo Finance

Gilead Sciences Price Performance

Shares of GILD opened at $131.33 on Monday. Gilead Sciences, Inc. has a 52 week low of $96.18 and a 52 week high of $157.29. The stock has a market capitalization of $163.06 billion, a price-to-earnings ratio of 17.89 and a beta of 0.31. The company has a debt-to-equity ratio of 0.89, a quick ratio of 1.77 and a current ratio of 1.97. The stock has a fifty day moving average of $139.59 and a 200-day moving average of $132.87.

Gilead Sciences (NASDAQ:GILD) last announced its quarterly earnings results on Thursday, May 7th. The biopharmaceutical company reported $2.03 EPS for the quarter, beating analysts’ consensus estimates of $1.91 by $0.12. Gilead Sciences had a return on equity of 48.19% and a net margin of 30.99%.The company had revenue of $6.96 billion during the quarter, compared to analysts’ expectations of $6.91 billion. During the same period in the prior year, the company earned $1.81 EPS. Gilead Sciences’s revenue was up 4.4% compared to the same quarter last year. Gilead Sciences has set its FY 2026 guidance at -1.050–0.650 EPS. As a group, sell-side analysts anticipate that Gilead Sciences, Inc. will post -0.85 earnings per share for the current fiscal year.

Gilead Sciences Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 29th. Stockholders of record on Monday, June 15th will be paid a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date is Monday, June 15th. Gilead Sciences’s dividend payout ratio is presently 48.45%.

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.