Janus Henderson Group PLC Acquires 110,525 Shares of Gilead Sciences, Inc. $GILD

Janus Henderson Group PLC raised its holdings in Gilead Sciences, Inc. (NASDAQ:GILD) by 5.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,972,639 shares of the biopharmaceutical company’s stock after acquiring an additional 110,525 shares during the quarter. Janus Henderson Group PLC’s holdings in Gilead Sciences were worth $274,919,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of GILD. Norges Bank bought a new stake in shares of Gilead Sciences in the 4th quarter valued at $2,617,152,000. Boston Partners bought a new position in Gilead Sciences during the fourth quarter worth $517,808,000. Massachusetts Financial Services Co. MA boosted its stake in Gilead Sciences by 3,763.8% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,223,304 shares of the biopharmaceutical company’s stock worth $518,368,000 after acquiring an additional 4,113,999 shares in the last quarter. Bank of America Corp DE grew its holdings in Gilead Sciences by 15.2% in the fourth quarter. Bank of America Corp DE now owns 23,121,620 shares of the biopharmaceutical company’s stock worth $2,837,948,000 after purchasing an additional 3,046,688 shares during the period. Finally, Vanguard Group Inc. grew its holdings in Gilead Sciences by 1.8% in the fourth quarter. Vanguard Group Inc. now owns 121,097,336 shares of the biopharmaceutical company’s stock worth $14,863,487,000 after purchasing an additional 2,113,692 shares during the period. 83.67% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on GILD shares. Rothschild & Co Redburn dropped their price objective on shares of Gilead Sciences from $170.00 to $167.00 in a report on Monday, May 11th. The Goldman Sachs Group raised their target price on Gilead Sciences from $125.00 to $130.00 and gave the company a “neutral” rating in a research note on Friday, April 17th. Leerink Partners lowered Gilead Sciences from an “outperform” rating to a “market perform” rating and decreased their target price for the company from $146.00 to $127.00 in a research report on Tuesday, July 21st. Barclays dropped their price target on Gilead Sciences from $155.00 to $145.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Finally, Weiss Ratings lowered Gilead Sciences from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, May 28th. Twenty-five 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, Gilead Sciences presently has a consensus rating of “Moderate Buy” and a consensus price target of $157.93.

More Gilead Sciences News

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

• Positive Sentiment: European regulators issued a positive opinion supporting expanded use of Trodelvy with Keytruda in certain patients with advanced triple-negative breast cancer. The decision strengthens Gilead’s oncology opportunity and may improve confidence in Trodelvy’s growth prospects. Gilead Sciences Following Trodelvy Progress and a Fair Value Debate
• Positive Sentiment: UBS reiterated a Buy rating and a $175 price target, citing Gilead’s long-acting HIV pipeline and advances in pre-exposure prophylaxis (PrEP) as drivers of durable growth. HIV franchise strength, Yeztugo expectations and oncology progress are also highlighted ahead of the earnings report. UBS Reiterates Buy on Gilead
• Neutral Sentiment: Analyst coverage remains generally bullish, and several valuation articles describe GILD as potentially inexpensive after its strong five-year performance. However, investors remain divided over how much of the company’s future growth is already reflected in the shares. Do Wall Street Analysts Like Gilead Sciences Stock?
• Neutral Sentiment: Second-quarter earnings previews focus on revenue, earnings and operating metrics rather than reporting new results. A favorable quarter could clarify recent estimate and valuation concerns, while investors are likely to watch HIV sales, Yeztugo adoption potential, Trodelvy and cell therapy performance closely. Gilead to Report Q2 Earnings
• Negative Sentiment: Barclays lowered its price target from $155 to $145 and maintained an Equal Weight rating, signaling less near-term upside confidence. Analysts also cite competitive pressure in cell therapy, while Atea Pharmaceuticals reported positive hepatitis C trial data that could eventually challenge Gilead’s HCV franchise. Barclays Price Target Update

Insider Activity at Gilead Sciences

In other Gilead Sciences news, insider Johanna Mercier sold 28,000 shares of Gilead Sciences stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $131.29, for a total transaction of $3,676,120.00. Following the completion of the transaction, the insider owned 125,779 shares in the company, valued at approximately $16,513,524.91. The trade was a 18.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Daniel Patrick O’day sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $131.46, for a total value of $1,971,900.00. Following the sale, the chief executive officer directly owned 617,567 shares of the company’s stock, valued at $81,185,357.82. This represents a 2.37% 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. In the last quarter, insiders have sold 67,000 shares of company stock valued at $8,687,140. 0.30% of the stock is owned by corporate insiders.

Gilead Sciences Stock Performance

GILD opened at $131.28 on Friday. The company has a current ratio of 1.97, a quick ratio of 1.77 and a debt-to-equity ratio of 0.89. The company’s fifty day moving average price is $129.70 and its two-hundred day moving average price is $135.91. Gilead Sciences, Inc. has a 1-year low of $108.46 and a 1-year high of $157.29. The company has a market cap of $162.99 billion, a price-to-earnings ratio of 17.89 and a beta of 0.32.

Gilead Sciences (NASDAQ:GILD) last issued its quarterly earnings data on Thursday, May 7th. The biopharmaceutical company reported $2.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.91 by $0.12. The firm had revenue of $6.96 billion during the quarter, compared to analysts’ expectations of $6.91 billion. Gilead Sciences had a net margin of 30.99% and a return on equity of 48.19%. The business’s revenue was up 4.4% on a year-over-year basis. During the same period last year, the company earned $1.81 earnings per share. Gilead Sciences has set its FY 2026 guidance at -1.050–0.650 EPS. On average, analysts expect that Gilead Sciences, Inc. will post -0.78 EPS for the current fiscal year.

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.