Mcdonald Partners LLC Acquires 3,778 Shares of Gilead Sciences, Inc. $GILD

Mcdonald Partners LLC increased its holdings in Gilead Sciences, Inc. (NASDAQ:GILD) by 16.3% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 26,945 shares of the biopharmaceutical company’s stock after purchasing an additional 3,778 shares during the period. Gilead Sciences accounts for 0.9% of Mcdonald Partners LLC’s investment portfolio, making the stock its 28th largest holding. Mcdonald Partners LLC’s holdings in Gilead Sciences were worth $2,991,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Gilead Sciences by 1.6% during the second quarter. Vanguard Group Inc. now owns 119,364,226 shares of the biopharmaceutical company’s stock worth $13,233,912,000 after acquiring an additional 1,893,401 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Gilead Sciences by 2.6% during the 2nd quarter. Geode Capital Management LLC now owns 29,207,662 shares of the biopharmaceutical company’s stock valued at $3,231,548,000 after purchasing an additional 727,515 shares during the period. Norges Bank bought a new stake in shares of Gilead Sciences during the 2nd quarter valued at $2,150,268,000. Invesco Ltd. lifted its holdings in Gilead Sciences by 33.5% during the 2nd quarter. Invesco Ltd. now owns 13,521,228 shares of the biopharmaceutical company’s stock worth $1,499,098,000 after purchasing an additional 3,394,330 shares in the last quarter. Finally, Amundi boosted its stake in Gilead Sciences by 18.2% in the 2nd quarter. Amundi now owns 10,467,411 shares of the biopharmaceutical company’s stock worth $1,167,221,000 after purchasing an additional 1,614,355 shares during the period. 83.67% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Leerink Partners upped their price target on Gilead Sciences from $146.00 to $148.00 and gave the company an “outperform” rating in a research report on Wednesday, February 11th. Rothschild & Co Redburn boosted their price objective on shares of Gilead Sciences from $159.00 to $170.00 and gave the company a “buy” rating in a research note on Tuesday, February 17th. The Goldman Sachs Group upped their target price on shares of Gilead Sciences from $110.00 to $115.00 and gave the stock a “neutral” rating in a report on Thursday, January 8th. Needham & Company LLC reissued a “buy” rating and issued a $170.00 price target on shares of Gilead Sciences in a report on Monday, February 23rd. Finally, Citigroup boosted their price target on shares of Gilead Sciences from $140.00 to $156.00 and gave the company a “buy” rating in a research report on Tuesday, January 27th. Twenty-three research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Gilead Sciences currently has an average rating of “Moderate Buy” and an average price target of $156.72.

Insider Transactions at Gilead Sciences

In other news, CEO Daniel Patrick O’day sold 10,000 shares of the stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $144.79, for a total transaction of $1,447,900.00. Following the transaction, the chief executive officer directly owned 642,308 shares in the company, valued at approximately $92,999,775.32. This represents a 1.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Johanna Mercier sold 28,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $154.44, for a total value of $4,324,320.00. Following 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 309,280 shares of company stock worth $43,935,470. Company insiders own 0.27% of the company’s stock.

Gilead Sciences News Roundup

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

• Positive Sentiment: Gilead agreed to acquire Arcellx for about $7.8 billion in cash, materially expanding its oncology and cell‑therapy footprint and signalling strategic diversification away from sole reliance on the HIV franchise — a potential long‑term revenue and valuation kicker if clinical programs progress. Gilead Sciences Arcellx Deal Deepens Oncology Bet And Tests HIV Reliance
• Positive Sentiment: Recent quarterly results beat on both EPS and revenue and management gave FY‑2026 EPS guidance (8.45–8.85), supporting the earnings story and dividend coverage. This remains a fundamental positive underpin. MarketBeat GILD Coverage (earnings, guidance)
• Neutral Sentiment: Analyst commentary and momentum stories (e.g., Zacks) are supporting investor interest but are sentiment drivers rather than new fundamentals. Why Gilead Sciences (GILD) is a Top Momentum Stock
• Neutral Sentiment: Gilead presented at the TD Cowen healthcare conference (transcript available) — useful for details on pipeline and strategy but unlikely to immediately move the stock without new data. TD Cowen Presentation Transcript
• Neutral Sentiment: Short‑interest data in recent reports is effectively meaningless (reported as 0 shares/0 days) and is not a driver of today’s move.
• Neutral Sentiment: Gilead Foundation’s $12M award for community HIV prevention is positive PR but immaterial to near‑term financials. Gilead Foundation Awards $12 Million
• Negative Sentiment: CEO Daniel O’Day sold 10,000 shares (reported average ~$144.79) — part of a series of insider sales this quarter. While not large relative to total holdings, insider selling can amplify short‑term selling pressure or raise investor caution. SEC Form 4 — Insider Sale

Gilead Sciences Trading Down 1.5%

Shares of GILD opened at $147.83 on Wednesday. Gilead Sciences, Inc. has a 1-year low of $93.37 and a 1-year high of $157.29. The company has a market capitalization of $183.52 billion, a P/E ratio of 21.84, a P/E/G ratio of 1.97 and a beta of 0.37. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.55 and a quick ratio of 1.40. The firm’s 50 day simple moving average is $137.07 and its 200 day simple moving average is $125.27.

Gilead Sciences (NASDAQ:GILD) last released its quarterly 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 business had revenue of $7.93 billion during the quarter, compared to analysts’ expectations of $7.68 billion. Gilead Sciences had a net margin of 28.90% and a return on equity of 49.46%. The business’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.90 EPS. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. Sell-side analysts forecast that Gilead Sciences, Inc. will post 7.95 earnings per share for the current fiscal year.

Gilead Sciences Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, March 13th will be paid a $0.82 dividend. This is a boost from Gilead Sciences’s previous quarterly dividend of $0.79. This represents a $3.28 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Friday, March 13th. Gilead Sciences’s payout ratio is currently 46.68%.

Gilead Sciences 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.