Gilead Sciences (NASDAQ:GILD) Issues FY 2026 Earnings Guidance

Gilead Sciences (NASDAQ:GILD) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 8.450-8.850 for the period, compared to the consensus earnings per share estimate of 8.690. The company issued revenue guidance of $29.6 billion-$30.0 billion, compared to the consensus revenue estimate of $30.1 billion.

Gilead Sciences Trading Down 2.2%

GILD traded down $3.38 during mid-day trading on Thursday, reaching $152.42. The stock had a trading volume of 4,328,108 shares, compared to its average volume of 7,852,495. The firm’s fifty day simple moving average is $129.01 and its two-hundred day simple moving average is $121.77. The stock has a market capitalization of $189.10 billion, a P/E ratio of 22.50, a P/E/G ratio of 0.78 and a beta of 0.36. Gilead Sciences has a 52 week low of $93.37 and a 52 week high of $157.29. The company has a debt-to-equity ratio of 1.03, a quick ratio of 1.31 and a current ratio of 1.45.

Gilead Sciences (NASDAQ:GILD) last issued its quarterly earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.83 by $0.03. The business 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 51.04% and a net margin of 28.90%.The firm’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. On average, equities analysts predict that Gilead Sciences will post 7.95 EPS for the current year.

Gilead Sciences Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, March 13th will be paid a $0.82 dividend. This is a boost 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 payout ratio is 46.68%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on GILD shares. The Goldman Sachs Group boosted their price target on shares of Gilead Sciences from $110.00 to $115.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Mizuho upped their target price on shares of Gilead Sciences from $131.00 to $140.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. TD Cowen raised their price target on Gilead Sciences from $145.00 to $160.00 and gave the stock a “buy” rating in a research report on Wednesday. Deutsche Bank Aktiengesellschaft lifted their price objective on Gilead Sciences from $135.00 to $155.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, HSBC increased their target price on Gilead Sciences from $110.00 to $133.00 and gave the company a “hold” rating in a research note on Wednesday, December 10th. Twenty-four investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $150.64.

Insider Buying and Selling at Gilead Sciences

In other 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 sale, the chief executive officer directly owned 613,912 shares in the company, valued at $92,086,800. The trade was a 15.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Andrew D. Dickinson sold 3,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $124.31, for a total value of $372,930.00. Following the transaction, the chief financial officer directly owned 150,503 shares of the company’s stock, valued at $18,709,027.93. This represents a 1.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 319,391 shares of company stock valued at $44,141,101 over the last quarter. 0.27% of the stock is currently owned by corporate insiders.

Trending Headlines about Gilead Sciences

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

• Positive Sentiment: Q4 results beat consensus on both revenue and EPS, driven by strong HIV and liver‑disease sales — the beat helped spark earlier upside in the stock. Reuters: Gilead quarterly results beat Wall Street estimates
• Positive Sentiment: Gilead raised its quarterly dividend (to $0.82/share, a 3.8% increase) — supports income investors and signals confidence in cash flow. BusinessWire: Dividend increase
• Positive Sentiment: Major sell‑side firms raised price targets and kept bullish ratings (examples: Morgan Stanley to $171). These raises reflect stronger HIV momentum and margin expansion expectations. MarketScreener: Morgan Stanley PT raise
• Positive Sentiment: Additional analyst upgrades/target bumps from Needham ($170), Wolfe ($170), Oppenheimer ($165), Wells Fargo ($165), JPMorgan ($160) and others — broad institutional reinforcement of the bull case. StreetInsider: Needham PT raise
• Neutral Sentiment: Q4 earnings call/transcript and slide deck are available for detail — useful for parsing management’s assumptions behind 2026 guidance. Seeking Alpha: Q4 earnings call transcript
• Neutral Sentiment: Some commentary highlights potential upside from Yescarta label expansion and other pipeline/launches — longer‑term catalysts but not immediate share drivers. Yahoo Finance: Yescarta label expansion
• Negative Sentiment: Management’s FY‑2026 guidance (EPS and revenue range) came in below the Street’s midpoint, prompting profit‑taking and the intraday pullback — this is the primary reason shares are down despite the quarter’s beat. MSN: Guidance short of Wall Street view
• Negative Sentiment: At least one firm (RBC) sets a much lower target ( ~$118 ), highlighting that not all analysts are convinced the beat offsets lighter guidance — indicates mixed conviction across the Street. Benzinga: RBC commentary

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the business. Binnacle Investments Inc increased its stake in shares of Gilead Sciences by 11.8% during the 3rd quarter. Binnacle Investments Inc now owns 785 shares of the biopharmaceutical company’s stock worth $87,000 after purchasing an additional 83 shares during the last quarter. 44 Wealth Management LLC increased its position in Gilead Sciences by 3.7% during the second quarter. 44 Wealth Management LLC now owns 2,923 shares of the biopharmaceutical company’s stock worth $324,000 after buying an additional 105 shares during the last quarter. CYBER HORNET ETFs LLC lifted its position in shares of Gilead Sciences by 3.8% in the third quarter. CYBER HORNET ETFs LLC now owns 3,351 shares of the biopharmaceutical company’s stock valued at $372,000 after buying an additional 122 shares during the last quarter. Gould Capital LLC lifted its position in shares of Gilead Sciences by 1.0% in the third quarter. Gould Capital LLC now owns 13,458 shares of the biopharmaceutical company’s stock valued at $1,494,000 after buying an additional 131 shares during the last quarter. Finally, First American Trust FSB boosted its stake in shares of Gilead Sciences by 10.6% during the 4th quarter. First American Trust FSB now owns 2,008 shares of the biopharmaceutical company’s stock worth $246,000 after acquiring an additional 193 shares during the period. Institutional investors and hedge funds own 83.67% 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.