GSK (NYSE:GSK) Updates FY 2026 Earnings Guidance

GSK (NYSE:GSK) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 4.900-5.000 for the period, compared to the consensus estimate of 4.790. The company issued revenue guidance of $44.8 billion-$44.8 billion, compared to the consensus revenue estimate of $45.7 billion. GSK also updated its FY 2031 guidance to EPS.

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. Citigroup initiated coverage on GSK in a research report on Friday. They issued a “neutral” rating for the company. Royal Bank Of Canada reiterated an “outperform” rating on shares of GSK in a research report on Tuesday, June 9th. HSBC raised shares of GSK from a “reduce” rating to a “hold” rating in a research report on Monday, July 6th. Weiss Ratings cut GSK from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, June 11th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of GSK in a research note on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $53.00.

GSK Trading Up 6.8%

NYSE:GSK traded up $3.53 on Tuesday, reaching $55.51. The stock had a trading volume of 2,149,700 shares, compared to its average volume of 4,652,362. GSK has a 12-month low of $36.75 and a 12-month high of $61.69. The firm’s fifty day moving average is $51.62 and its two-hundred day moving average is $53.43. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.79 and a quick ratio of 0.52. The company has a market cap of $112.27 billion, a price-to-earnings ratio of 14.41, a P/E/G ratio of 3.27 and a beta of 0.35.

GSK Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Friday, May 15th were given a dividend of $0.44 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $1.76 annualized dividend and a dividend yield of 3.2%. GSK’s dividend payout ratio (DPR) is presently 46.49%.

Key GSK News

Here are the key news stories impacting GSK this week:

• Positive Sentiment: Adjusted earnings beat expectations. GSK reported quarterly adjusted earnings of $1.36 per share, above the $1.27 consensus estimate and up from $1.23 a year earlier. Revenue also exceeded forecasts at $11.14 billion versus $11.02 billion, increasing 5.3% year over year. A separate report cited statutory EPS of $0.67, highlighting the difference between adjusted and reported results. GSK Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Cost reductions could support future profitability. CEO Luke Miels introduced a plan targeting approximately $2.52 billion in annual savings by 2029, with the goal of accelerating GSK’s drug pipeline and supporting its long-term sales ambitions. GSK Launches Cost-Saving Plan to Accelerate Drug Pipeline
• Positive Sentiment: Ris-Rez achieved a key late-stage trial goal. Partner Hansoh Pharmaceutical’s experimental cancer drug met its primary endpoint in a bone-cancer study, strengthening the potential value of GSK’s oncology pipeline. GSK, Hansoh’s Cancer Drug Meets Main Goal of Bone Cancer Trial
• Neutral Sentiment: GSK plans to invest £400 million in British R&D over three years, including a new Cambridge center, while closing its Stevenage site. The investment may improve innovation, but the move affects roughly 1,800 employees and creates execution and restructuring risks. GSK to Invest £400 Million in Britain
• Neutral Sentiment: A company-funded survey found that Canadians have limited awareness of chronic hepatitis B’s connection to liver cancer. The findings support disease education but are unlikely to materially affect near-term financial results. Survey Reveals Canadians Underestimate Chronic Hepatitis B
• Negative Sentiment: Revenue guidance trails consensus. GSK forecast 2026 revenue of about $44.8 billion, below the $45.7 billion analyst estimate, although its EPS outlook of $4.90–$5.00 exceeds the $4.79 consensus. The mixed guidance may limit upside despite the earnings beat.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Triumph Capital Management acquired a new position in shares of GSK during the 3rd quarter worth about $40,000. SkyView Investment Advisors LLC bought a new stake in shares of GSK in the 4th quarter valued at $302,000. Gabelli Funds LLC boosted its stake in shares of GSK by 17.8% in the 2nd quarter. Gabelli Funds LLC now owns 7,960 shares of the pharmaceutical company’s stock worth $306,000 after buying an additional 1,200 shares during the last quarter. IHT Wealth Management LLC boosted its position in GSK by 12.1% during the second quarter. IHT Wealth Management LLC now owns 14,736 shares of the pharmaceutical company’s stock worth $566,000 after purchasing an additional 1,589 shares during the period. Finally, Brighton Jones LLC bought a new stake in shares of GSK during the 4th quarter valued at $528,000. 15.74% of the stock is owned by hedge funds and other institutional investors.

About GSK

GSK (GlaxoSmithKline plc) is a London-headquartered, multinational pharmaceutical and healthcare company formed through the 2000 merger of Glaxo Wellcome and SmithKline Beecham. The company is dual-listed and operates globally, developing, manufacturing and commercializing prescription medicines, vaccines and specialty treatments. Over its history GSK has evolved through portfolio reshaping and strategic transactions to focus on science-led pharmaceuticals and vaccines.

GSK’s core activities include research and development of therapies and vaccines across a range of therapeutic areas, commercial manufacturing, and global marketing.