Mitsubishi UFJ Asset Management Co. Ltd. Has $287.48 Million Stock Holdings in Gilead Sciences, Inc. $GILD

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 4.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,589,915 shares of the biopharmaceutical company’s stock after purchasing an additional 108,265 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.21% of Gilead Sciences worth $287,481,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in GILD. Rothschild Investment LLC boosted its holdings in Gilead Sciences by 1.9% in the second quarter. Rothschild Investment LLC now owns 4,539 shares of the biopharmaceutical company’s stock worth $503,000 after acquiring an additional 84 shares in the last quarter. Hemington Wealth Management raised its position in shares of Gilead Sciences by 9.3% during the third quarter. Hemington Wealth Management now owns 998 shares of the biopharmaceutical company’s stock worth $110,000 after purchasing an additional 85 shares during the period. Ignite Planners LLC lifted its holdings in shares of Gilead Sciences by 1.1% in the 3rd quarter. Ignite Planners LLC now owns 7,932 shares of the biopharmaceutical company’s stock worth $880,000 after purchasing an additional 86 shares in the last quarter. Archer Investment Corp increased its stake in Gilead Sciences by 1.2% during the 2nd quarter. Archer Investment Corp now owns 7,277 shares of the biopharmaceutical company’s stock valued at $807,000 after purchasing an additional 87 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. raised its holdings in Gilead Sciences by 0.3% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 34,711 shares of the biopharmaceutical company’s stock worth $3,912,000 after buying an additional 87 shares during the last quarter. 83.67% of the stock is currently owned by institutional investors and hedge funds.

Gilead Sciences Stock Performance

Shares of GILD opened at $147.12 on Thursday. The stock has a 50 day moving average of $135.16 and a 200 day moving average of $124.44. The company has a market capitalization of $182.53 billion, a price-to-earnings ratio of 21.73, a PEG ratio of 1.76 and a beta of 0.36. Gilead Sciences, Inc. has a 12 month low of $93.37 and a 12 month high of $157.29. The company has a current ratio of 1.68, a quick ratio of 1.31 and a debt-to-equity ratio of 1.03.

Gilead Sciences (NASDAQ:GILD) last announced its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 quarter in the prior year, the company earned $1.90 EPS. The business’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. As a group, sell-side analysts forecast that Gilead Sciences, Inc. will post 7.95 earnings per share for the current year.

Gilead Sciences Increases Dividend

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

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on GILD shares. Rothschild & Co Redburn boosted their target price on shares of Gilead Sciences from $159.00 to $170.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. BMO Capital Markets lifted their price target on Gilead Sciences from $135.00 to $150.00 and gave the company an “outperform” rating in a research note on Monday, January 26th. The Goldman Sachs Group increased their price objective on Gilead Sciences from $110.00 to $115.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Morgan Stanley lifted their target price on Gilead Sciences from $150.00 to $171.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Finally, Mizuho increased their price target on Gilead Sciences from $140.00 to $170.00 and gave the company an “outperform” rating in a research report on Wednesday, February 18th. Twenty-three analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $155.44.

Insider Activity at Gilead Sciences

In other Gilead Sciences news, CFO Andrew D. Dickinson sold 3,000 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $154.43, for a total value of $463,290.00. Following the transaction, the chief financial officer directly owned 167,779 shares in the company, valued at $25,910,110.97. The trade was a 1.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jeffrey Bluestone sold 5,000 shares of the stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $123.50, for a total transaction of $617,500.00. Following the transaction, the director directly owned 8,920 shares of the company’s stock, valued at $1,101,620. This represents a 35.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 317,085 shares of company stock worth $44,734,886. Insiders own 0.27% of the company’s stock.

Key Headlines Impacting Gilead Sciences

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

• Positive Sentiment: Zacks Research sharply raised EPS forecasts across multiple quarters and pushed FY2026–FY2028 estimates higher, implying stronger future earnings growth that supports valuation upside (raises include Q1–Q4 2026, multiple 2027 quarters, FY2026 to $8.54, FY2027 to $9.52 and FY2028 to $10.28).
• Positive Sentiment: Gilead announced a deal to acquire Arcellx for $7.8 billion to gain full control of the anito‑cel cell therapy program — a material pipeline and oncology strategic lift that can boost long‑term growth prospects. GILD to Acquire ACLX for $7.8B & Gain Full Control of Anito-Cel
• Positive Sentiment: Phase 3 ARTISTRY data presented at CROI show the investigational single‑tablet bictegravir/lenacapavir (BIC/LEN) maintained virological suppression with low discontinuation — a potential new product to reinforce Gilead’s HIV franchise. Gilead’s Single-Tablet Regimen of Bictegravir and Lenacapavir Maintained Virological Suppression in People With HIV Who Switched Antiretroviral Therapy
• Positive Sentiment: UBS maintained a Buy rating and a $175 price target, highlighting long‑acting HIV assets as a competitive edge — another supportive analyst viewpoint for upside. Gilead Sciences: Advancing Long-Acting HIV Franchise Underscores Competitive Edge and Supports Buy Rating
• Neutral Sentiment: Analyst price‑target lifts and buy reaffirmations (Needham, others) add support to the narrative but largely reflect the same pipeline/A&R developments rather than new catalysts. Needham & Company LLC Reaffirms Buy Rating for Gilead Sciences (NASDAQ:GILD)
• Negative Sentiment: Competitive risk: Merck’s two‑drug HIV regimen matched Gilead’s Biktarvy in Phase 3 and is under FDA review, increasing potential market pressure in HIV — investors may be pricing in heightened competition. Merck’s New HIV Drug Shows Promise. Its Chief Medical Officer Explains Why Wall Street Should Care.

About Gilead Sciences

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.