MH & Associates Securities Management Corp ADV Invests $4.57 Million in Gilead Sciences, Inc. $GILD

MH & Associates Securities Management Corp ADV acquired a new position in shares of Gilead Sciences, Inc. (NASDAQ:GILD) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 37,262 shares of the biopharmaceutical company’s stock, valued at approximately $4,574,000. Gilead Sciences makes up approximately 3.7% of MH & Associates Securities Management Corp ADV’s holdings, making the stock its 3rd biggest position.

A number of other institutional investors and hedge funds have also made changes to their positions in GILD. Csenge Advisory Group grew its stake in shares of Gilead Sciences by 319.0% during the third quarter. Csenge Advisory Group now owns 21,394 shares of the biopharmaceutical company’s stock worth $2,375,000 after purchasing an additional 16,288 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in Gilead Sciences by 52.1% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 78,494 shares of the biopharmaceutical company’s stock valued at $8,713,000 after purchasing an additional 26,882 shares in the last quarter. Cookson Peirce & Co. Inc. boosted its holdings in Gilead Sciences by 249.1% in the third quarter. Cookson Peirce & Co. Inc. now owns 10,045 shares of the biopharmaceutical company’s stock valued at $1,115,000 after purchasing an additional 7,168 shares in the last quarter. Railway Pension Investments Ltd boosted its holdings in Gilead Sciences by 3.1% in the third quarter. Railway Pension Investments Ltd now owns 1,415,665 shares of the biopharmaceutical company’s stock valued at $157,139,000 after purchasing an additional 42,200 shares in the last quarter. Finally, TriaGen Wealth Management LLC acquired a new position in Gilead Sciences in the third quarter valued at approximately $1,274,000. 83.67% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Johanna Mercier sold 3,000 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $144.23, for a total value of $432,690.00. Following the completion of the sale, the insider owned 131,779 shares in the company, valued at $19,006,485.17. This trade represents a 2.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Andrew D. Dickinson sold 3,000 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $144.23, for a total transaction of $432,690.00. Following the completion of the sale, the chief financial officer owned 179,191 shares of the company’s stock, valued at approximately $25,844,717.93. The trade was a 1.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 299,280 shares of company stock worth $42,820,550 in the last three months. 0.27% of the stock is currently owned by company insiders.

Gilead Sciences Price Performance

Shares of NASDAQ GILD opened at $141.54 on Thursday. 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 stock has a fifty day moving average price of $145.13 and a 200 day moving average price of $130.09. Gilead Sciences, Inc. has a 1-year low of $93.37 and a 1-year high of $157.29. The company has a market cap of $175.68 billion, a PE ratio of 20.91, a P/E/G ratio of 1.83 and a beta of 0.39.

Gilead Sciences (NASDAQ:GILD) last issued its quarterly earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.83 by $0.03. Gilead Sciences had a return on equity of 49.46% and a net margin of 28.90%.The firm had revenue of $7.93 billion during the quarter, compared to the consensus estimate of $7.68 billion. During the same period last year, the company earned $1.90 earnings per share. The company’s revenue for the quarter was up 4.7% on a year-over-year basis. 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 EPS for the current year.

Gilead Sciences Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 30th. Investors of record on Friday, March 13th were given a $0.82 dividend. The ex-dividend date was Friday, March 13th. This is an increase from Gilead Sciences’s previous quarterly dividend of $0.79. This represents a $3.28 dividend on an annualized basis and a yield of 2.3%. Gilead Sciences’s payout ratio is 48.45%.

More Gilead Sciences News

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

• Positive Sentiment: Acquisition strengthens oncology pipeline — Gilead agreed to acquire Tubulis (up to $5B), adding next‑generation ADC technology and early‑stage cancer assets that expand its oncology capabilities and R&D footprint. Gilead to acquire Tubulis GmbH for up to $5 billion
• Positive Sentiment: Deals show strategic pivot and investor interest — This Tubulis purchase is the third takeout in weeks, reinforcing management’s pivot away from reliance on legacy franchises toward oncology and autoimmune opportunities; some desks (Needham, Bernstein, Leerink) highlight upside from the expanded pipeline. With 3 quick buyouts, Gilead leans into its latest transformation
• Neutral Sentiment: Earnings track record and guidance remain supportive — Gilead’s recent quarterly beat and FY‑2026 EPS guidance provide a stable fundamental backdrop that reduces downside risk and makes acquisition-driven upside more credible. Will Gilead (GILD) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: Execution and valuation concerns — Some analysts (Goldman Sachs) remain cautious, citing integration and execution risk from rapid M&A and the contingent milestone structure; a few firms keep Hold/neutral stances and conservative price targets that limit near‑term upside. Balancing Strategic Oncology Expansion and Execution Risk
• Negative Sentiment: Street price targets and coverage remain mixed — RBC and other shops have adjusted targets and maintained conservative/sector‑perform ratings despite the deal, reflecting differing views on how much value the Tubulis assets will deliver versus the purchase price. RBC adjusts price target on Gilead Sciences

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on GILD. Truist Financial upped their price target on Gilead Sciences from $145.00 to $152.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. upped their price objective on shares of Gilead Sciences from $150.00 to $160.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Daiwa Securities Group upped their price objective on shares of Gilead Sciences from $129.00 to $161.00 and gave the company an “outperform” rating in a research note on Wednesday, February 25th. Barclays initiated coverage on shares of Gilead Sciences in a research note on Friday, February 20th. They issued an “equal weight” rating and a $155.00 price objective for the company. Finally, UBS Group upped their price objective on shares of Gilead Sciences from $145.00 to $155.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Twenty-four investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $157.81.

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.