Erste Group Bank Comments on Gilead Sciences FY2027 Earnings

Gilead Sciences, Inc. (NASDAQ:GILD) – Equities researchers at Erste Group Bank issued their FY2027 earnings estimates for shares of Gilead Sciences in a research report issued on Wednesday, February 18th. Erste Group Bank analyst H. Engel expects that the biopharmaceutical company will earn $9.67 per share for the year. The consensus estimate for Gilead Sciences’ current full-year earnings is $7.95 per share.

Gilead Sciences (NASDAQ:GILD) last released its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.86 EPS for the quarter, beating the consensus estimate of $1.83 by $0.03. The company had revenue of $7.93 billion for 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 firm’s revenue was up 4.7% compared to the same quarter last year. During the same period last year, the company posted $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS.

GILD has been the subject of a number of other research reports. Cantor Fitzgerald upped their price target on Gilead Sciences from $135.00 to $155.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Leerink Partners upped their target price on shares of Gilead Sciences from $146.00 to $148.00 and gave the company an “outperform” rating in a research note on Wednesday, February 11th. Daiwa Securities Group raised their price target 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. HSBC boosted their price objective on shares of Gilead Sciences from $110.00 to $133.00 and gave the stock a “hold” rating in a report on Wednesday, December 10th. Finally, Argus raised their target price on Gilead Sciences from $135.00 to $165.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Twenty-three research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $155.44.

Gilead Sciences Price Performance

GILD stock opened at $147.64 on Monday. The firm has a market cap of $183.17 billion, a P/E ratio of 21.81, a price-to-earnings-growth ratio of 1.99 and a beta of 0.36. The company has a debt-to-equity ratio of 1.03, a quick ratio of 1.31 and a current ratio of 1.68. Gilead Sciences has a 1 year low of $93.37 and a 1 year high of $157.29. The stock has a 50-day simple moving average of $134.64 and a 200-day simple moving average of $124.28.

Institutional Investors Weigh In On Gilead Sciences

A number of hedge funds have recently made changes to their positions in the business. SG Trading Solutions LLC bought a new position in Gilead Sciences in the 4th quarter worth approximately $1,727,000. Sonoma Allocations LLC acquired a new position in Gilead Sciences during the 4th quarter worth $470,000. Wealth Preservation Advisors LLC grew its stake in shares of Gilead Sciences by 60.0% in the fourth quarter. Wealth Preservation Advisors LLC now owns 216 shares of the biopharmaceutical company’s stock worth $27,000 after purchasing an additional 81 shares in the last quarter. Monetary Solutions Ltd bought a new position in shares of Gilead Sciences in the fourth quarter worth $51,000. Finally, Walser Wealth Management Company A Ltd Liability Co acquired a new position in shares of Gilead Sciences during the fourth quarter valued at $217,000. Institutional investors own 83.67% of the company’s stock.

Insider Transactions at Gilead Sciences

In other Gilead Sciences news, 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 value of $617,500.00. Following the completion of the transaction, the director directly owned 8,920 shares in the company, valued at $1,101,620. The trade was a 35.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Andrew D. Dickinson sold 3,000 shares of the company’s 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 of the company’s stock, valued at $25,910,110.97. This trade represents a 1.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 317,085 shares of company stock valued at $44,734,886. 0.27% of the stock is currently owned by insiders.

Gilead Sciences Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, March 13th will be issued a $0.82 dividend. This is a positive change from Gilead Sciences’s previous quarterly dividend of $0.79. The ex-dividend date is Friday, March 13th. This represents a $3.28 dividend on an annualized basis and a dividend yield of 2.2%. Gilead Sciences’s dividend payout ratio (DPR) is presently 46.68%.

More Gilead Sciences News

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

• Positive Sentiment: Gilead agreed to acquire Arcellx for an implied equity value of $7.8 billion, paying $115 per share plus a $5 contingent value right — a strategic move to secure full control of the anito-cel CAR-T program and expand Gilead’s cell‑therapy oncology pipeline. Gilead Sciences to Acquire Arcellx (BusinessWire)
• Positive Sentiment: The deal gives Gilead full rights to anito-cel, accelerating commercialization if approved — management says this converts an existing partnership into outright ownership of a near‑term oncology asset. GILD to Acquire ACLX for $7.8B (Yahoo)
• Positive Sentiment: Regulatory progress: Arcellx reported FDA acceptance of a BLA for anito‑cel, raising the probability the asset becomes a near‑term revenue driver under Gilead ownership. Arcellx: FDA Accepts BLA (TipRanks)
• Positive Sentiment: Analyst response has been constructive: at least one price‑target boost was reported (MSN summary) and Needham reaffirmed a buy with a $170 target, reflecting upside on the deal and pipeline potential. Price Target Increased (MSN)
• Neutral Sentiment: Gilead is scheduled to present at multiple investor conferences next month — opportunities for management to outline integration plans and update on cost/synergy expectations. Investor Conferences (BusinessWire)
• Neutral Sentiment: Macro/market noise (e.g., sector rotation, AI‑related risk narratives) may be contributing to volatility across names, including GILD, but these are not company‑specific. AI Market Narrative (The Daily Upside)
• Negative Sentiment: Legal/transactional scrutiny: a law firm has launched an investigation into the adequacy of the Arcellx sale price/process, which could delay closing or invite litigation and creates an execution risk. Investor Alert / Investigation (BusinessWire)

Gilead Sciences Company 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.