Todd Asset Management LLC Has $71.65 Million Stake in Gilead Sciences, Inc. $GILD

Todd Asset Management LLC grew its holdings in Gilead Sciences, Inc. (NASDAQ:GILD) by 1.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 583,779 shares of the biopharmaceutical company’s stock after purchasing an additional 9,302 shares during the period. Gilead Sciences comprises 1.4% of Todd Asset Management LLC’s portfolio, making the stock its 15th largest holding. Todd Asset Management LLC’s holdings in Gilead Sciences were worth $71,653,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Vanguard Group Inc. boosted its position in Gilead Sciences by 1.8% during the fourth quarter. Vanguard Group Inc. now owns 121,097,336 shares of the biopharmaceutical company’s stock worth $14,863,487,000 after purchasing an additional 2,113,692 shares during the period. Invesco Ltd. boosted its position in Gilead Sciences by 12.0% during the third quarter. Invesco Ltd. now owns 15,139,681 shares of the biopharmaceutical company’s stock worth $1,680,505,000 after purchasing an additional 1,618,453 shares during the period. Legal & General Group Plc boosted its position in shares of Gilead Sciences by 4.2% in the third quarter. Legal & General Group Plc now owns 10,210,599 shares of the biopharmaceutical company’s stock valued at $1,133,376,000 after acquiring an additional 414,454 shares during the period. Ameriprise Financial Inc. boosted its position in shares of Gilead Sciences by 5.9% in the third quarter. Ameriprise Financial Inc. now owns 7,148,405 shares of the biopharmaceutical company’s stock valued at $793,506,000 after acquiring an additional 400,002 shares during the period. Finally, Nordea Investment Management AB boosted its position in shares of Gilead Sciences by 16.5% in the fourth quarter. Nordea Investment Management AB now owns 5,138,699 shares of the biopharmaceutical company’s stock valued at $630,056,000 after acquiring an additional 726,101 shares during the period. Institutional investors own 83.67% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Bank of America set a $162.00 price objective on Gilead Sciences and gave the company a “buy” rating in a research report on Wednesday, February 11th. Oppenheimer increased their price objective on Gilead Sciences from $128.00 to $165.00 and gave the company an “outperform” rating in a research report on Wednesday, February 11th. TD Cowen increased their price objective on Gilead Sciences from $145.00 to $160.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Daiwa Securities Group reduced their price objective on Gilead Sciences from $161.00 to $150.00 and set an “outperform” rating for the company in a research report on Tuesday, May 19th. Finally, UBS Group increased their price objective on Gilead Sciences from $145.00 to $155.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Twenty-five equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $156.93.

Gilead Sciences Stock Performance

Gilead Sciences stock opened at $134.36 on Monday. The stock has a fifty day moving average price of $136.27 and a two-hundred day moving average price of $133.73. The company has a debt-to-equity ratio of 0.89, a current ratio of 1.97 and a quick ratio of 1.77. The firm has a market capitalization of $166.82 billion, a P/E ratio of 18.31 and a beta of 0.31. Gilead Sciences, Inc. has a 52-week low of $104.46 and a 52-week high of $157.29.

Gilead Sciences (NASDAQ:GILD) last posted its quarterly earnings results on Thursday, May 7th. The biopharmaceutical company reported $2.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.12. The business had revenue of $6.96 billion for the quarter, compared to analysts’ expectations of $6.91 billion. Gilead Sciences had a return on equity of 48.19% and a net margin of 30.99%.The firm’s quarterly revenue was up 4.4% compared to the same quarter last year. During the same quarter last year, the business earned $1.81 earnings per share. Gilead Sciences has set its FY 2026 guidance at -1.050–0.650 EPS. As a group, analysts anticipate that Gilead Sciences, Inc. will post -0.79 EPS for the current fiscal year.

Gilead Sciences Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Shareholders of record on Monday, June 15th will be issued a dividend of $0.82 per share. The ex-dividend date is Monday, June 15th. This represents a $3.28 dividend on an annualized basis and a yield of 2.4%. Gilead Sciences’s dividend payout ratio (DPR) is 44.69%.

More Gilead Sciences News

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

• Positive Sentiment: The U.S. FDA granted accelerated approval to Hepcludex (bulevirtide-gmod) for chronic hepatitis delta virus (HDV), making it the first and only approved treatment in the U.S. for this rare and serious liver disease. That opens a new commercial opportunity in a high-unmet-need market. Article Title
• Positive Sentiment: Gilead also received a CHMP positive opinion in Europe for Trodelvy in first-line metastatic triple-negative breast cancer, supporting broader international adoption of one of its key oncology products. Article Title
• Positive Sentiment: Gilead completed its Tubulis acquisition, adding next-generation antibody-drug conjugate assets and strengthening its oncology pipeline. Article Title
• Positive Sentiment: Analysts at Zacks Research raised near-term EPS estimates for some periods and maintained strong longer-term profit expectations, which can support investor confidence in Gilead’s earnings outlook. Article Title
• Neutral Sentiment: Gilead announced a renewed collaboration with the World Health Organization to help eliminate visceral leishmaniasis, a public-health initiative that is strategically positive but likely not an immediate stock driver. Article Title
• Negative Sentiment: Some analyst updates trimmed certain 2026–2028 earnings estimates, which may temper enthusiasm around the stock’s longer-term growth rate, even as recent product news remains favorable. Article Title

Insiders Place Their Bets

In other news, CEO Daniel Patrick O’day sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $129.16, for a total transaction of $1,291,600.00. Following the sale, the chief executive officer owned 632,567 shares of the company’s stock, valued at $81,702,353.72. This trade represents a 1.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Johanna Mercier sold 28,000 shares of the firm’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $131.29, for a total value of $3,676,120.00. Following the sale, the insider directly owned 125,779 shares in the company, valued at approximately $16,513,524.91. This represents a 18.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 63,000 shares of company stock worth $8,523,570. Insiders own 0.30% of the company’s stock.

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.