Zacks Research Analysts Increase Earnings Estimates for GSK

GSK PLC Sponsored ADR (NYSE:GSK) – Equities research analysts at Zacks Research boosted their Q3 2026 earnings estimates for shares of GSK in a report issued on Tuesday, January 6th. Zacks Research analyst Team now anticipates that the pharmaceutical company will earn $1.37 per share for the quarter, up from their previous estimate of $1.36. The consensus estimate for GSK’s current full-year earnings is $4.14 per share. Zacks Research also issued estimates for GSK’s FY2026 earnings at $4.79 EPS, Q2 2027 earnings at $1.26 EPS, Q3 2027 earnings at $1.44 EPS and FY2027 earnings at $4.89 EPS.

GSK (NYSE:GSK) last posted its quarterly earnings results on Wednesday, October 29th. The pharmaceutical company reported $1.48 EPS for the quarter, beating analysts’ consensus estimates of $1.26 by $0.22. GSK had a return on equity of 48.64% and a net margin of 17.16%.The business had revenue of $11.35 billion for the quarter, compared to analysts’ expectations of $8.21 billion. During the same period last year, the firm earned $0.50 earnings per share. The business’s quarterly revenue was up 6.7% on a year-over-year basis. GSK has set its FY 2025 guidance at 4.730-4.810 EPS.

Other research analysts have also recently issued reports about the company. Jefferies Financial Group reissued a “buy” rating on shares of GSK in a report on Monday, October 27th. Cfra set a $53.00 target price on shares of GSK in a research report on Thursday, October 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GSK in a research note on Monday, December 29th. Bank of America upgraded shares of GSK from an “underperform” rating to a “neutral” rating in a research note on Tuesday, November 25th. Finally, HSBC reissued a “reduce” rating on shares of GSK in a report on Wednesday, December 10th. Two research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average price target of $44.13.

GSK Stock Performance

NYSE:GSK opened at $50.64 on Thursday. The company has a current ratio of 0.84, a quick ratio of 0.55 and a debt-to-equity ratio of 0.95. GSK has a 12-month low of $31.72 and a 12-month high of $51.46. The stock has a 50-day moving average price of $48.15 and a 200 day moving average price of $42.93. The stock has a market capitalization of $103.22 billion, a P/E ratio of 14.30, a P/E/G ratio of 1.27 and a beta of 0.45.

Institutional Trading of GSK

Hedge funds have recently made changes to their positions in the business. Fisher Asset Management LLC grew its position in GSK by 2.8% in the third quarter. Fisher Asset Management LLC now owns 32,227,615 shares of the pharmaceutical company’s stock worth $1,390,944,000 after acquiring an additional 889,210 shares in the last quarter. Acadian Asset Management LLC raised its position in GSK by 201.9% during the first quarter. Acadian Asset Management LLC now owns 3,982,324 shares of the pharmaceutical company’s stock valued at $154,244,000 after purchasing an additional 2,663,270 shares during the period. Miller Howard Investments Inc. NY lifted its stake in shares of GSK by 0.8% in the 2nd quarter. Miller Howard Investments Inc. NY now owns 1,659,814 shares of the pharmaceutical company’s stock valued at $63,737,000 after purchasing an additional 13,023 shares during the last quarter. Sound Income Strategies LLC boosted its holdings in shares of GSK by 7.3% in the 2nd quarter. Sound Income Strategies LLC now owns 431,256 shares of the pharmaceutical company’s stock worth $16,560,000 after purchasing an additional 29,197 shares during the period. Finally, Ameriprise Financial Inc. boosted its holdings in shares of GSK by 1.2% in the 2nd quarter. Ameriprise Financial Inc. now owns 401,777 shares of the pharmaceutical company’s stock worth $15,444,000 after purchasing an additional 4,855 shares during the period. 15.74% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other GSK news, major shareholder Plc Gsk acquired 1,470,000 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was acquired at an average cost of $19.00 per share, with a total value of $27,930,000.00. Following the purchase, the insider directly owned 18,245,691 shares of the company’s stock, valued at approximately $346,668,129. This represents a 8.76% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. 10.00% of the stock is owned by company insiders.

GSK Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Friday, November 14th will be paid a dividend of $0.4171 per share. The ex-dividend date of this dividend is Friday, November 14th. This represents a $1.67 dividend on an annualized basis and a yield of 3.3%. GSK’s dividend payout ratio is presently 46.33%.

Key Headlines Impacting GSK

Here are the key news stories impacting GSK this week:

• Positive Sentiment: GSK’s RNA drug bepirovirsen met primary endpoints in two large Phase III B‑Well trials, producing a statistically significant and clinically meaningful functional cure rate when added to existing therapy — a result that could transform treatment for chronic hepatitis B and create a major new revenue stream if regulators approve; GSK is preparing an FDA submission run. GSK’s chronic hepatitis B treatment meets main goal in key studies (Reuters)
• Positive Sentiment: GSK announced a multi‑year collaboration with Helix to develop precision medicines, which could accelerate target discovery and personalized approaches across its pipeline — a strategic move that supports longer‑term growth and R&D efficiency. GSK Enters Multi-Year Collaboration with Helix (PharmExec)
• Positive Sentiment: Japan’s health ministry approved Exdensur (depemokimab) for severe/refractory bronchial asthma and chronic rhinosinusitis with nasal polyps, adding an approved product to GSK’s commercial portfolio in a large market and supporting near‑term sales growth in respiratory. GSK Wins Japan Approval for Exdensur (Yahoo Finance)
• Neutral Sentiment: Multiple outlets note broad interest and optimism but highlight that full datasets, safety details and regulatory filings are awaited; analysts will reassess revenue/timing assumptions once complete data and FDA plans are published. Analysts await full data (MSN)
• Negative Sentiment: Barclays downgraded GSK from “equal weight” to “underweight,” signaling near‑term skepticism on valuation or execution that could pressure the stock despite the positive clinical news. Analyst downgrade coverage (Finviz / aggregated sources)

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.