Mitsubishi UFJ Asset Management Co. Ltd. Acquires 129,186 Shares of Gilead Sciences, Inc. $GILD

Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in Gilead Sciences, Inc. (NASDAQ:GILD) by 5.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,719,101 shares of the biopharmaceutical company’s stock after acquiring an additional 129,186 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.22% of Gilead Sciences worth $330,643,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in GILD. Alpha Cubed Investments LLC boosted its holdings in Gilead Sciences by 1.1% during the fourth quarter. Alpha Cubed Investments LLC now owns 6,619 shares of the biopharmaceutical company’s stock valued at $812,000 after purchasing an additional 75 shares in the last quarter. Personal CFO Solutions LLC boosted its holdings in Gilead Sciences by 1.7% during the fourth quarter. Personal CFO Solutions LLC now owns 4,572 shares of the biopharmaceutical company’s stock worth $561,000 after buying an additional 76 shares during the last quarter. Moss Adams Wealth Advisors LLC boosted its stake in Gilead Sciences by 1.7% during the 4th quarter. Moss Adams Wealth Advisors LLC now owns 4,446 shares of the biopharmaceutical company’s stock worth $546,000 after acquiring an additional 76 shares during the last quarter. Valued Wealth Advisors LLC increased its stake in Gilead Sciences by 12.5% in the fourth quarter. Valued Wealth Advisors LLC now owns 711 shares of the biopharmaceutical company’s stock valued at $87,000 after purchasing an additional 79 shares in the last quarter. Finally, SOA Wealth Advisors LLC. raised its holdings in Gilead Sciences by 8.7% in the fourth quarter. SOA Wealth Advisors LLC. now owns 1,016 shares of the biopharmaceutical company’s stock worth $125,000 after purchasing an additional 81 shares during the period. Institutional investors and hedge funds own 83.67% of the company’s stock.

Gilead Sciences Stock Performance

NASDAQ GILD opened at $133.48 on Wednesday. The firm has a 50-day moving average price of $140.14 and a two-hundred day moving average price of $132.66. Gilead Sciences, Inc. has a 12-month low of $95.29 and a 12-month high of $157.29. The company has a market capitalization of $165.68 billion, a P/E ratio of 19.72, a P/E/G ratio of 1.75 and a beta of 0.31. 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 earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 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 company had revenue of $7.93 billion for the quarter, compared to analysts’ expectations of $7.68 billion. During the same period last year, the firm earned $1.90 earnings per share. 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. Analysts anticipate that Gilead Sciences, Inc. will post 8.62 earnings per share for the current year.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on GILD shares. The Goldman Sachs Group lifted their price objective on Gilead Sciences from $125.00 to $130.00 and gave the company a “neutral” rating in a report on Friday, April 17th. Mizuho lifted their price objective on shares of Gilead Sciences from $140.00 to $170.00 and gave the company an “outperform” rating in a report on Wednesday, February 18th. Weiss Ratings restated a “buy (b)” rating on shares of Gilead Sciences in a report on Thursday, January 22nd. Barclays began coverage on shares of Gilead Sciences in a research report on Friday, February 20th. They set an “equal weight” rating and a $155.00 price target on the stock. Finally, Wall Street Zen raised Gilead Sciences from a “buy” rating to a “strong-buy” rating in a research report on Saturday, March 14th. Twenty-four investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $157.35.

Key Stories Impacting Gilead Sciences

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

• Positive Sentiment: AHF says Gilead’s EPS could rise ~52% because state AIDS drug program shortfalls have increased reliance on commercial/retail supply, implying near-term revenue upside for Gilead’s HIV portfolio. Gilead’s Earnings Skyrocket as Florida’s AIDS Drug Program Falters, says AHF
• Positive Sentiment: Brokerage commentary and price-target coverage are constructive — a recent note cites a $157.35 target, supporting investor expectations of upside versus current levels. Brokerages Set Gilead Sciences, Inc. (NASDAQ:GILD) Price Target at $157.35
• Neutral Sentiment: Use of Yeztugo (twice-yearly HIV-prevention shot) is rising since launch, which supports Gilead’s growth story in prevention, but adoption is still early and incremental to overall revenues. Focus: Use of Gilead’s HIV prevention shot rises, but US insurance gaps remain
• Neutral Sentiment: Analyst/estimate deep dives (Zacks/market write-ups) are circulating ahead of quarterly reporting; these pieces highlight key metrics investors will watch (sales mix of HIV products, hepatitis/oncology performance, and guidance). That keeps focus on fundamentals rather than a single headline. Curious about Gilead (GILD) Q1 Performance? Explore Wall Street Estimates for Key Metrics
• Neutral Sentiment: Brand/marketing recognition (PLAN C Impact 50) is positive for awareness but unlikely to move near-term fundamentals materially. Eight PLAN C Client Brands Named to the 3AF 2026 Impact 50
• Negative Sentiment: Insurance coverage gaps for Yeztugo remain a real constraint — patients who want the injection can face reimbursement hurdles, which could cap upside in medium-term prevention revenue if not resolved. Use of Gilead’s HIV prevention shot rises, but US insurance gaps remain

Insiders Place Their Bets

In related news, CEO Daniel Patrick O’day sold 115,640 shares of the business’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $150.00, for a total value of $17,346,000.00. Following the completion of the transaction, the chief executive officer owned 613,912 shares of the company’s stock, valued at $92,086,800. The trade was a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Andrew D. Dickinson sold 3,000 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $140.96, for a total transaction of $422,880.00. Following the sale, the chief financial officer directly owned 176,191 shares of the company’s stock, valued at $24,835,883.36. This represents a 1.67% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 178,640 shares of company stock worth $26,584,250 in the last 90 days. Company insiders own 0.30% of the company’s stock.

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.