4,220,501 Shares in Gilead Sciences, Inc. $GILD Purchased by Boston Partners

Boston Partners purchased a new stake in Gilead Sciences, Inc. (NASDAQ:GILD) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 4,220,501 shares of the biopharmaceutical company’s stock, valued at approximately $517,808,000.

Other large investors have also recently modified their holdings of the company. Peak Planning Group LLC purchased a new position in shares of Gilead Sciences in the 4th quarter valued at $238,000. Titan Investment Solutions Ltd purchased a new stake in Gilead Sciences in the 4th quarter worth approximately $6,204,000. Martingale Asset Management L P boosted its position in Gilead Sciences by 12.2% in the 4th quarter. Martingale Asset Management L P now owns 193,921 shares of the biopharmaceutical company’s stock worth $23,802,000 after purchasing an additional 21,153 shares in the last quarter. Van Lanschot Kempen Investment Management N.V. boosted its position in Gilead Sciences by 1.2% in the 4th quarter. Van Lanschot Kempen Investment Management N.V. now owns 267,702 shares of the biopharmaceutical company’s stock worth $32,858,000 after purchasing an additional 3,200 shares in the last quarter. Finally, Korea Investment CORP grew its position in shares of Gilead Sciences by 0.5% during the 4th quarter. Korea Investment CORP now owns 1,358,423 shares of the biopharmaceutical company’s stock valued at $166,733,000 after acquiring an additional 7,105 shares during the period. Hedge funds and other institutional investors own 83.67% of the company’s stock.

Key Gilead Sciences News

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

• Positive Sentiment: Gilead and Merck reported positive topline Phase 3 results for their once-weekly oral HIV regimen, a potentially important catalyst for Gilead’s HIV franchise and long-term growth. Is Gilead (GILD) One of the Top Large Cap Value Stocks to Buy Now?
• Positive Sentiment: Bernstein reiterated a Buy view on Gilead, and unusual call option activity suggests traders are positioning for upside ahead of additional catalysts. Gilead Sciences (GILD) Gets a Buy from Bernstein
• Positive Sentiment: The company advanced a Phase 2 study of denikitug in difficult-to-treat colorectal cancer, adding another pipeline readout that could broaden Gilead’s oncology prospects. Gilead Advances Denikitug Trial in Tough-to-Treat Colorectal Cancer
• Positive Sentiment: Gilead is donating remdesivir to Uganda to support Ebola response efforts, reinforcing the company’s reputation in infectious disease care and public-health leadership. Gilead Mobilizes Rapid Donation of Remdesivir to Support Ebola Response, Building on Decade-Long Commitment to Outbreak Relief
• Neutral Sentiment: Gilead and the Gilead Foundation announced about $3 million in funding with the National AIDS Memorial for HIV/AIDS education and leadership initiatives, a brand-building effort with limited near-term earnings impact. National AIDS Memorial and the Gilead Foundation Launch Major Investment to Expand HIV/AIDS Education and Community Leadership
• Neutral Sentiment: Erste Group slightly lowered its FY2026 earnings estimate for Gilead, but the revision was small and stays close to the broader loss expectations already in place. Gilead Advances Denikitug Trial in Tough-to-Treat Colorectal Cancer
• Negative Sentiment: Recent commentary suggests Gilead’s stock has pulled back from its 50-day and 200-day moving averages, indicating some short-term technical pressure despite the positive pipeline news.

Gilead Sciences Trading Down 0.2%

Shares of GILD stock opened at $125.59 on Friday. The stock has a 50-day simple moving average of $133.16 and a 200 day simple moving average of $134.28. Gilead Sciences, Inc. has a fifty-two week low of $104.46 and a fifty-two week high of $157.29. The stock has a market capitalization of $155.93 billion, a P/E ratio of 17.11 and a beta of 0.31. The company has a quick ratio of 1.77, a current ratio of 1.97 and a debt-to-equity ratio of 0.89.

Gilead Sciences (NASDAQ:GILD) last announced its earnings results on Thursday, May 7th. The biopharmaceutical company reported $2.03 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.12. The business had revenue of $6.96 billion during the quarter, compared to analysts’ expectations of $6.91 billion. Gilead Sciences had a return on equity of 48.19% and a net margin of 30.99%.The company’s quarterly revenue was up 4.4% on a year-over-year basis. During the same quarter last year, the business posted $1.81 earnings per share. Gilead Sciences has set its FY 2026 guidance at -1.050–0.650 EPS. On average, sell-side analysts expect that Gilead Sciences, Inc. will post -0.79 earnings per share for the current fiscal year.

Gilead Sciences Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Shareholders of record on Monday, June 15th will be paid a $0.82 dividend. The ex-dividend date is Monday, June 15th. This represents a $3.28 dividend on an annualized basis and a yield of 2.6%. Gilead Sciences’s payout ratio is 44.69%.

Insider Buying and Selling at Gilead Sciences

In other news, CEO Daniel Patrick O’day sold 15,000 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $131.46, for a total transaction of $1,971,900.00. Following the transaction, the chief executive officer owned 617,567 shares in the company, valued at $81,185,357.82. This represents a 2.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Andrew D. Dickinson sold 3,000 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $132.27, for a total value of $396,810.00. Following the completion of the transaction, the chief financial officer directly owned 173,191 shares in the company, valued at $22,907,973.57. The trade was a 1.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 68,000 shares of company stock worth $9,047,570 over the last 90 days. 0.30% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

GILD has been the subject of several analyst reports. Argus upped their target price on Gilead Sciences from $135.00 to $165.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Truist Financial restated a “buy” rating and set a $157.00 price target (up from $155.00) on shares of Gilead Sciences in a research note on Friday, May 8th. Maxim Group upgraded Gilead Sciences from a “hold” rating to a “buy” rating and set a $165.00 price target on the stock in a research note on Wednesday, May 20th. Wall Street Zen downgraded shares of Gilead Sciences from a “strong-buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Leerink Partners lowered their price target on Gilead Sciences from $148.00 to $146.00 in a report on Friday, May 8th. Twenty-five research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, Gilead Sciences currently has a consensus rating of “Moderate Buy” and an average target price of $156.93.

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.