Mufg Securities Americas Inc. Has $3.71 Million Holdings in Gilead Sciences, Inc. $GILD

Mufg Securities Americas Inc. raised its holdings in Gilead Sciences, Inc. (NASDAQ:GILD) by 21.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 33,460 shares of the biopharmaceutical company’s stock after buying an additional 5,891 shares during the period. Mufg Securities Americas Inc.’s holdings in Gilead Sciences were worth $3,714,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. lifted its stake in shares of Gilead Sciences by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 119,364,226 shares of the biopharmaceutical company’s stock worth $13,233,912,000 after buying an additional 1,893,401 shares during the last quarter. Geode Capital Management LLC lifted its position in Gilead Sciences by 2.6% during the second quarter. Geode Capital Management LLC now owns 29,207,662 shares of the biopharmaceutical company’s stock worth $3,231,548,000 after acquiring an additional 727,515 shares during the last quarter. Norges Bank acquired a new stake in Gilead Sciences during the 2nd quarter worth approximately $2,150,268,000. Invesco Ltd. lifted its holdings in shares of Gilead Sciences by 33.5% during the second quarter. Invesco Ltd. now owns 13,521,228 shares of the biopharmaceutical company’s stock worth $1,499,098,000 after buying an additional 3,394,330 shares in the last quarter. Finally, Amundi boosted its position in shares of Gilead Sciences by 18.2% in the second quarter. Amundi now owns 10,467,411 shares of the biopharmaceutical company’s stock valued at $1,167,221,000 after acquiring an additional 1,614,355 shares during the period. 83.67% of the stock is owned by institutional investors and hedge funds.

Gilead Sciences Trading Down 1.0%

GILD opened at $149.83 on Tuesday. The company has a market cap of $185.89 billion, a P/E ratio of 22.13, a PEG ratio of 2.01 and a beta of 0.36. The company has a current ratio of 1.68, a quick ratio of 1.31 and a debt-to-equity ratio of 1.03. The company’s 50 day moving average is $134.07 and its 200-day moving average is $124.08. Gilead Sciences, Inc. has a 1-year low of $93.37 and a 1-year high of $157.29.

Gilead Sciences (NASDAQ:GILD) last released its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $7.68 billion. During the same period in the prior year, the company earned $1.90 EPS. The firm’s quarterly revenue was up 4.7% compared to the same quarter last year. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. Equities research analysts predict that Gilead Sciences, Inc. will post 7.95 earnings per share for the current fiscal year.

Gilead Sciences Increases Dividend

The company 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 is a positive change from Gilead Sciences’s previous quarterly dividend of $0.79. The ex-dividend date of this dividend is Friday, March 13th. This represents a $3.28 annualized dividend and a dividend yield of 2.2%. Gilead Sciences’s dividend payout ratio (DPR) is 46.68%.

Insider Transactions at Gilead Sciences

In other news, insider Johanna Mercier sold 28,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $154.44, for a total value of $4,324,320.00. Following the completion of the transaction, the insider owned 120,288 shares of the company’s stock, valued at $18,577,278.72. This represents a 18.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Jeffrey Bluestone sold 5,000 shares of Gilead Sciences stock in a transaction that occurred on 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. This 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 have sold 319,891 shares of company stock worth $45,091,556. 0.27% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the stock. Daiwa Securities Group boosted their price objective on shares of Gilead Sciences from $128.00 to $129.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. UBS Group increased their target price on Gilead Sciences from $145.00 to $155.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Royal Bank Of Canada upped their price objective on shares of Gilead Sciences from $103.00 to $118.00 and gave the stock a “sector perform” rating in a research report on Wednesday, February 11th. Rothschild & Co Redburn raised their target price on shares of Gilead Sciences from $159.00 to $170.00 and gave the company a “buy” rating in a report on Tuesday, February 17th. Finally, Leerink Partners upped their price target on shares of Gilead Sciences from $146.00 to $148.00 and gave the stock an “outperform” rating in a report on Wednesday, February 11th. Twenty-three investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $155.44.

Gilead Sciences News Summary

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

• Positive Sentiment: Gilead agreed to buy Arcellx for $115 per share in cash plus a $5 contingent value right, giving Gilead full control of Anito‑cel (a next‑gen CAR‑T for multiple myeloma) and accelerating its oncology franchise. Gilead Sciences to Acquire Arcellx to Maximize Long-Term Potential of Anito‑cel
• Positive Sentiment: The deal is priced at an implied equity value of about $7.8B and was reported across major outlets — this directly explains heavy trading in both names and signals Gilead’s willingness to spend on oncology growth. Gilead to acquire cancer therapy developer Arcellx for up to $7.8 billion
• Positive Sentiment: Arcellx’s clinical progress is supporting the acquisition thesis: regulatory milestones (BLA acceptance for Anito‑cel) increase the asset’s near‑term value to Gilead. Arcellx Advances Anito‑cel as FDA Accepts BLA Filing
• Neutral Sentiment: Sell‑side support: Needham reaffirmed a “buy” on Gilead and set a $170 price target, which provides analyst backing for the strategic rationale. Benzinga
• Neutral Sentiment: Gilead is continuing investor outreach (multiple upcoming conference presentations), giving management a forum to justify the deal and lay out integration plans. Gilead Sciences to Present at Upcoming Investor Conferences
• Neutral Sentiment: Research coverage and media attention ramped up after the deal (e.g., Barclays/coverage starts), increasing visibility but also scrutiny on valuation and timing. Gilead Sciences Research Coverage Started at Barclays
• Negative Sentiment: A shareholder law‑firm (Kahn Swick & Foti) is probing the Arcellx sale for adequacy of price/process, which could lead to legal delay or demands for a higher price — a near‑term risk to deal certainty and a catalyst for volatility. Arcellx Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Arcellx, Inc.
• Negative Sentiment: Market headwinds (broad indices weakness) and the large $7.8B cash outlay raise short‑term concerns about balance‑sheet impact, integration cost and potential near‑term selling pressure on GILD shares. Dow Logs Worst Day in Nearly 5 Weeks Amid Renewed Tariffs Uncertainty; Tech Stocks Fall

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.