ING Groep NV Trims Stake in Gilead Sciences, Inc. $GILD

ING Groep NV lessened its position in Gilead Sciences, Inc. (NASDAQ:GILD) by 35.1% in the 3rd quarter, Holdings Channel.com reports. The fund owned 186,712 shares of the biopharmaceutical company’s stock after selling 100,856 shares during the period. ING Groep NV’s holdings in Gilead Sciences were worth $20,725,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Csenge Advisory Group lifted its holdings in Gilead Sciences by 319.0% during the 3rd quarter. Csenge Advisory Group now owns 21,394 shares of the biopharmaceutical company’s stock valued at $2,375,000 after buying an additional 16,288 shares in the last quarter. Railway Pension Investments Ltd increased its position in shares of Gilead Sciences by 3.1% during the third quarter. Railway Pension Investments Ltd now owns 1,415,665 shares of the biopharmaceutical company’s stock worth $157,139,000 after acquiring an additional 42,200 shares during the period. TriaGen Wealth Management LLC bought a new stake in shares of Gilead Sciences during the third quarter valued at approximately $1,274,000. iA Global Asset Management Inc. raised its stake in shares of Gilead Sciences by 11.6% during the third quarter. iA Global Asset Management Inc. now owns 221,890 shares of the biopharmaceutical company’s stock valued at $24,630,000 after acquiring an additional 23,046 shares in the last quarter. Finally, Sector Gamma AS boosted its holdings in shares of Gilead Sciences by 15.9% in the third quarter. Sector Gamma AS now owns 147,239 shares of the biopharmaceutical company’s stock valued at $16,344,000 after purchasing an additional 20,239 shares during the period. 83.67% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Jeffrey Bluestone sold 5,000 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $123.50, for a total transaction of $617,500.00. Following the sale, the director owned 8,920 shares in the company, valued at approximately $1,101,620. The trade was a 35.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Kelly A. Kramer sold 2,805 shares of the company’s stock in a transaction dated Friday, November 28th. The shares were sold at an average price of $127.10, for a total transaction of $356,515.50. Following the transaction, the director owned 1,339 shares in the company, valued at approximately $170,186.90. This trade represents a 67.69% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 319,391 shares of company stock valued at $44,141,101. 0.27% of the stock is currently owned by corporate insiders.

Trending Headlines about Gilead Sciences

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

• Positive Sentiment: Q4 beat on top and bottom line: Gilead reported Q4 EPS of $1.86 vs. consensus ~$1.83 and revenue roughly $7.9B, powered by HIV and liver‑disease franchises — the core beat is the primary near‑term driver of the rally. Gilead quarterly results beat Wall Street estimates
• Positive Sentiment: Multiple analyst upgrades/price‑target raises: Banks including Morgan Stanley, JPMorgan, Wells Fargo, Needham and others bumped targets (some to $160–$177+), reinforcing buy/overweight sentiment and supporting the stock pop. Morgan Stanley raises price target
• Positive Sentiment: Yescarta label expansion and pipeline momentum: Positive commentary about CAR‑T (Yescarta) label expansion and new HIV options (Yeztugo) adds optionality to growth expectations. Yescarta label expansion and dividend growth
• Positive Sentiment: Dividend increase: Board raised the quarterly payout to $0.82 (3.8% increase), supporting income investors and reducing equity downside for dividend‑focused holders. Dividend announcement
• Neutral Sentiment: Investor commentary and transcripts: Earnings call and slides are available for detail on unit trends and margin commentary — useful for modeling but not an immediate directional driver. Earnings call transcript
• Neutral Sentiment: Short‑interest items in recent filings show no meaningful or reliable signal (reported zero/odd values), so ignore those as noise.
• Negative Sentiment: FY‑2026 guidance came in slightly light: Gilead set EPS guidance of $8.45–$8.85 and revenue guidance ~$29.6–$30.0B, marginally below consensus (~$30.1B / ~$8.69 EPS), which caused an initial after‑hours pullback and remains the main near‑term risk to sustaining the rally. Guidance story
• Negative Sentiment: Some cautious analyst views remain: A few firms (e.g., RBC with a lower PT) kept conservative ratings/targets, which could cap upside if other brokers re‑rate lower or fundamentals disappoint. Analyst notes (RBC)

Gilead Sciences Stock Up 5.8%

Shares of Gilead Sciences stock opened at $155.80 on Thursday. Gilead Sciences, Inc. has a 52-week low of $93.37 and a 52-week high of $157.29. The firm’s 50 day moving average price is $129.01 and its 200-day moving average price is $121.77. The company has a quick ratio of 1.31, a current ratio of 1.45 and a debt-to-equity ratio of 1.03. The company has a market cap of $193.30 billion, a P/E ratio of 23.01, a PEG ratio of 0.78 and a beta of 0.36.

Gilead Sciences (NASDAQ:GILD) last released its quarterly earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.83 by $0.03. The business had revenue of $7.93 billion for the quarter, compared to analyst estimates of $7.68 billion. Gilead Sciences had a net margin of 28.90% and a return on equity of 51.04%. The business’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. On average, sell-side analysts predict that Gilead Sciences, Inc. will post 7.95 EPS for the current fiscal year.

Gilead Sciences Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, March 13th will be given a dividend of $0.82 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $3.28 annualized dividend and a yield of 2.1%. This is an increase from Gilead Sciences’s previous quarterly dividend of $0.79. Gilead Sciences’s dividend payout ratio is currently 46.68%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on GILD shares. Bank of America set a $162.00 target price on Gilead Sciences and gave the company a “buy” rating in a research report on Wednesday. The Goldman Sachs Group lifted their price objective on Gilead Sciences from $110.00 to $115.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. UBS Group increased their target price on shares of Gilead Sciences from $145.00 to $155.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Wall Street Zen lowered shares of Gilead Sciences from a “strong-buy” rating to a “buy” rating in a report on Friday, January 23rd. Finally, Argus increased their price objective on shares of Gilead Sciences from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Tuesday, November 4th. Twenty-four equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Gilead Sciences currently has a consensus rating of “Moderate Buy” and a consensus price target of $146.44.

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.