Todd Asset Management LLC Sells 22,499 Shares of Gilead Sciences, Inc. $GILD

Todd Asset Management LLC lessened its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 3.8% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 574,477 shares of the biopharmaceutical company’s stock after selling 22,499 shares during the quarter. Gilead Sciences accounts for 1.3% of Todd Asset Management LLC’s portfolio, making the stock its 16th biggest holding. Todd Asset Management LLC’s holdings in Gilead Sciences were worth $63,767,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in GILD. GoalVest Advisory LLC grew its stake in shares of Gilead Sciences by 7,566.7% during the 2nd quarter. GoalVest Advisory LLC now owns 230 shares of the biopharmaceutical company’s stock valued at $26,000 after acquiring an additional 227 shares during the period. Corundum Trust Company INC purchased a new position in Gilead Sciences during the third quarter valued at approximately $26,000. Putney Financial Group LLC lifted its holdings in Gilead Sciences by 53.4% during the second quarter. Putney Financial Group LLC now owns 270 shares of the biopharmaceutical company’s stock valued at $30,000 after purchasing an additional 94 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Gilead Sciences in the second quarter worth $30,000. Finally, MTM Investment Management LLC raised its position in shares of Gilead Sciences by 176.0% during the 3rd quarter. MTM Investment Management LLC now owns 276 shares of the biopharmaceutical company’s stock valued at $31,000 after purchasing an additional 176 shares during the period. Hedge funds and other institutional investors own 83.67% of the company’s stock.

Wall Street Analysts Forecast Growth

GILD has been the subject of several recent analyst reports. Citigroup upped their target price on shares of Gilead Sciences from $140.00 to $156.00 and gave the stock a “buy” rating in a report on Tuesday, January 27th. TD Cowen increased their target price on Gilead Sciences from $145.00 to $160.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. The Goldman Sachs Group boosted their price target on Gilead Sciences from $110.00 to $115.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Rothschild & Co Redburn increased their target price on Gilead Sciences from $153.00 to $159.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $160.00 target price on shares of Gilead Sciences in a research report on Wednesday. Twenty-three investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Gilead Sciences has a consensus rating of “Moderate Buy” and a consensus price target of $152.50.

Insider Activity

In other news, CFO Andrew D. Dickinson sold 3,000 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $122.00, for a total transaction of $366,000.00. Following the completion of the transaction, the chief financial officer directly owned 153,503 shares of the company’s stock, valued at approximately $18,727,366. This represents a 1.92% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Jeffrey Bluestone sold 5,000 shares of Gilead Sciences stock in a transaction that occurred on Friday, November 28th. The shares were sold at an average price of $125.08, for a total value of $625,400.00. Following the completion of the sale, the director owned 8,920 shares in the company, valued at approximately $1,115,713.60. This trade represents a 35.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 288,891 shares of company stock valued at $40,303,946. 0.27% of the stock is owned by corporate insiders.

Gilead Sciences News Roundup

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

• Positive Sentiment: Gilead reported better-than-expected Q4 results and raised FY26 guidance, driving optimism about near-term revenue and EPS trends. Gilead Sciences, Inc. (NASDAQ:GILD) Just Reported And Analysts Have Been Lifting Their Price Targets
• Positive Sentiment: Major analysts lifted price targets and/or maintained Buy/Outperform ratings after the results — Wolfe Research to $170 (outperform), Oppenheimer to $165 (outperform), TD Cowen to $160 (buy), Deutsche Bank to $155 (buy) — signaling analyst conviction and providing upward pressure on the stock. Wolfe Research price target raise
• Positive Sentiment: BofA raised its price target to $162 and reiterated a Buy, reflecting post‑earnings confidence in Gilead’s franchises. BofA raises PT
• Positive Sentiment: Additional buy ratings from large banks — J.P. Morgan and Scotiabank reiterated/issued Buy calls — adding to institutional endorsement after results. J.P. Morgan buy Scotiabank buy
• Positive Sentiment: Pipeline & product catalysts: Yescarta label expansion and continued HIV franchise momentum (Biktarvy, Descovy, Yeztugo) are being highlighted as durable growth drivers and part of the investment case. Yescarta label expansion & dividend growth
• Neutral Sentiment: Analyst commentary and research pieces (Zacks articles) are flagging Gilead as a momentum/value candidate and discussing whether the HIV portfolio can sustain growth — useful context but not immediate catalysts. Zacks momentum Zacks on HIV portfolio
• Neutral Sentiment: Short‑interest reports in the feed show zero shares / NaN changes and a 0.0 days-to-cover — likely a reporting/data artifact rather than a meaningful market signal. (No external link available in the entry.)

Gilead Sciences Stock Up 2.1%

Shares of GILD opened at $154.98 on Monday. The stock has a fifty day simple moving average of $130.27 and a two-hundred day simple moving average of $122.38. Gilead Sciences, Inc. has a 52-week low of $93.37 and a 52-week high of $157.29. The company has a quick ratio of 1.31, a current ratio of 1.68 and a debt-to-equity ratio of 1.03. The company has a market capitalization of $192.28 billion, a PE ratio of 22.89, a price-to-earnings-growth ratio of 2.06 and a beta of 0.36.

Gilead Sciences (NASDAQ:GILD) last issued 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. Gilead Sciences had a net margin of 28.90% and a return on equity of 49.46%. The business had revenue of $7.93 billion for the quarter, compared to analysts’ expectations of $7.68 billion. During the same quarter in the prior year, the company earned $1.90 earnings per share. The business’s quarterly revenue 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, equities analysts forecast that Gilead Sciences, Inc. will post 7.95 EPS for the current year.

Gilead Sciences Increases Dividend

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

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.