BNP Paribas Sells 16,020 Shares of Gilead Sciences, Inc. $GILD

BNP Paribas lessened its position in Gilead Sciences, Inc. (NASDAQ:GILD) by 18.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 69,475 shares of the biopharmaceutical company’s stock after selling 16,020 shares during the period. BNP Paribas’ holdings in Gilead Sciences were worth $7,713,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Corundum Trust Company INC acquired a new stake in shares of Gilead Sciences during the 3rd quarter worth about $26,000. Howard Hughes Medical Institute acquired a new position in Gilead Sciences in the second quarter valued at about $30,000. MTM Investment Management LLC grew its stake in Gilead Sciences by 176.0% during the third quarter. MTM Investment Management LLC now owns 276 shares of the biopharmaceutical company’s stock worth $31,000 after buying an additional 176 shares during the last quarter. Kilter Group LLC bought a new position in shares of Gilead Sciences in the second quarter valued at approximately $33,000. Finally, Millstone Evans Group LLC boosted its holdings in shares of Gilead Sciences by 58.7% in the 3rd quarter. Millstone Evans Group LLC now owns 319 shares of the biopharmaceutical company’s stock worth $35,000 after acquiring an additional 118 shares in the last quarter. Institutional investors own 83.67% of the company’s stock.

Key Headlines Impacting Gilead Sciences

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

• Positive Sentiment: Analyst optimism — Jefferies and other firms have initiated or reiterated positive coverage, highlighting Gilead’s strong HIV franchise, expanding oncology/cell therapy pipeline and long IP runway (through ~2036), which supports both income and growth narratives. How Renewed Wall Street Optimism Around HIV, Oncology And IP Runway At Gilead Sciences (GILD) Has Changed Its Investment Story
• Positive Sentiment: Zacks raised near-term EPS estimates (Q1/Q2 and FY2027 upgrades reported), nudging earnings expectations higher — a constructive signal for investors focused on fundamentals. The Zacks Analyst Blog: Oracle, T‑Mobile, Gilead and C&F Financial
• Positive Sentiment: Unusually large call-option activity (130k+ calls) signals bullish positioning by traders, which can amplify upside if catalysts continue. (Market data)
• Positive Sentiment: Index and institutional flows — rising institutional focus amid Nasdaq‑100 dynamics can support demand for GILD shares from passive and quant funds. Gilead (NASDAQ:GILD) Institutional Focus Rises In Nasdaq 100 Index
• Neutral Sentiment: Acquisition rationale — coverage and analyst pieces discuss whether the ~$7.8B Arcellx buy strengthens Gilead’s cell‑therapy franchise amid declining cell therapy sales; the strategic case is positive but clinical/commercial risks remain. Will GILD’s Move to Acquire ACLX Boost Its Cell Therapy Franchise?
• Neutral Sentiment: Market context — broader investor flows into growth/tech vs. traditional defensives are affecting healthcare sector moves; this macro backdrop is neither uniquely positive nor negative for Gilead. Why Investors Aren’t Fleeing to Safe‑Haven Stocks
• Negative Sentiment: Deal/legal risk — a law firm (Kahn Swick & Foti) is investigating Arcellx’s proposed sale to Gilead, citing concerns over price/process; shareholder litigation or regulatory scrutiny could delay or alter the transaction terms and is a near‑term overhang. Arcellx Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Arcellx, Inc.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on GILD shares. Sanford C. Bernstein reiterated an “outperform” rating and issued a $160.00 price objective on shares of Gilead Sciences in a research report on Wednesday, February 11th. JPMorgan Chase & Co. raised their target price on Gilead Sciences from $150.00 to $160.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. TD Cowen upped their price target on shares of Gilead Sciences from $145.00 to $160.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Truist Financial increased their price objective on shares of Gilead Sciences from $145.00 to $152.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, UBS Group raised their price objective on shares of Gilead Sciences from $145.00 to $155.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Twenty-four 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.com, Gilead Sciences presently has an average rating of “Moderate Buy” and an average price target of $157.62.

Gilead Sciences Trading Down 0.2%

Shares of GILD opened at $144.99 on Friday. The stock’s fifty day simple moving average is $140.62 and its 200-day simple moving average is $126.87. The firm has a market capitalization of $179.99 billion, a PE ratio of 21.42, a price-to-earnings-growth ratio of 1.90 and a beta of 0.37. Gilead Sciences, Inc. has a 12-month low of $93.37 and a 12-month high of $157.29. The company has a quick ratio of 1.40, a current ratio of 1.55 and a debt-to-equity ratio of 0.98.

Gilead Sciences (NASDAQ:GILD) last announced its quarterly earnings data 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 firm had revenue of $7.93 billion during the quarter, compared to analyst estimates of $7.68 billion. Gilead Sciences had a return on equity of 49.46% and a net margin of 28.90%.The company’s revenue was up 4.7% on a year-over-year basis. During the same period last year, the company earned $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. As a group, research analysts predict that Gilead Sciences, Inc. will post 7.95 earnings per share for the current year.

Gilead Sciences Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, March 13th will be given a dividend of $0.82 per share. The ex-dividend date is Friday, March 13th. This represents a $3.28 annualized dividend and a dividend yield of 2.3%. This is a positive change from Gilead Sciences’s previous quarterly dividend of $0.79. Gilead Sciences’s dividend payout ratio is presently 46.68%.

Insider Buying and Selling at Gilead Sciences

In related news, CFO Andrew D. Dickinson sold 3,000 shares of the stock in a transaction that occurred on 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. This represents a 1.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Jeffrey Bluestone sold 5,000 shares of the firm’s 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 completion of the transaction, the director directly 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 SEC filing for this sale provides additional information. In the last three months, insiders sold 309,280 shares of company stock valued at $43,935,470. 0.27% of the stock is currently owned by corporate insiders.

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.