US Bancorp DE Trims Stake in Gilead Sciences, Inc. $GILD

US Bancorp DE cut its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 0.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 849,884 shares of the biopharmaceutical company’s stock after selling 4,668 shares during the period. US Bancorp DE’s holdings in Gilead Sciences were worth $94,338,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Corundum Trust Company INC acquired a new stake in shares of Gilead Sciences during the third quarter worth about $26,000. Putney Financial Group LLC raised its stake in Gilead Sciences by 53.4% during the 2nd quarter. Putney Financial Group LLC now owns 270 shares of the biopharmaceutical company’s stock valued at $30,000 after acquiring an additional 94 shares during the last quarter. Howard Hughes Medical Institute acquired a new stake in Gilead Sciences during the 2nd quarter worth approximately $30,000. MTM Investment Management LLC lifted its position in Gilead Sciences by 176.0% during the 3rd quarter. MTM Investment Management LLC now owns 276 shares of the biopharmaceutical company’s stock worth $31,000 after acquiring an additional 176 shares during the period. Finally, Kilter Group LLC purchased a new position in shares of Gilead Sciences in the 2nd quarter valued at approximately $33,000. Hedge funds and other institutional investors own 83.67% of the company’s stock.

Gilead Sciences Price Performance

Shares of GILD stock opened at $143.77 on Friday. The firm has a market cap of $178.48 billion, a price-to-earnings ratio of 21.24, a PEG ratio of 1.93 and a beta of 0.36. Gilead Sciences, Inc. has a 12 month low of $93.37 and a 12 month high of $157.29. The company has a quick ratio of 1.31, a current ratio of 1.55 and a debt-to-equity ratio of 0.98. The stock has a 50-day moving average price of $135.61 and a 200 day moving average price of $124.58.

Gilead Sciences (NASDAQ:GILD) last posted its quarterly earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.83 by $0.03. Gilead Sciences had a return on equity of 49.46% and a net margin of 28.90%.The business had revenue of $7.93 billion for the quarter, compared to analyst estimates of $7.68 billion. During the same period last year, the company earned $1.90 EPS. The firm’s revenue was up 4.7% on a year-over-year basis. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. Research analysts expect that Gilead Sciences, Inc. will post 7.95 EPS for the current year.

Gilead Sciences Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, March 13th will be given a $0.82 dividend. The ex-dividend date is Friday, March 13th. This represents a $3.28 dividend on an annualized basis and a dividend yield of 2.3%. This is an increase from Gilead Sciences’s previous quarterly dividend of $0.79. Gilead Sciences’s dividend payout ratio is currently 48.45%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on GILD shares. Leerink Partners upped their price target on Gilead Sciences from $146.00 to $148.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 11th. Argus upped their price objective on shares of Gilead Sciences from $135.00 to $165.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. TD Cowen raised their target price on shares of Gilead Sciences from $145.00 to $160.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. BMO Capital Markets boosted their price target on shares of Gilead Sciences from $135.00 to $150.00 and gave the stock an “outperform” rating in a research note on Monday, January 26th. Finally, Truist Financial raised their price objective on shares of Gilead Sciences from $145.00 to $152.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Twenty-three analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $156.72.

Insiders Place Their Bets

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 shares were sold at an average price of $123.50, for a total value of $617,500.00. Following the transaction, the director owned 8,920 shares of the company’s stock, valued at approximately $1,101,620. The trade was a 35.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 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 transaction of $463,290.00. Following the completion of the transaction, the chief financial officer owned 167,779 shares of the company’s stock, valued at $25,910,110.97. This trade represents a 1.76% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 299,280 shares of company stock worth $42,487,570. 0.27% of the stock is owned by corporate insiders.

Key Stories Impacting Gilead Sciences

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

• Positive Sentiment: Gilead agreed to acquire Arcellx for $115 per share in cash, a $7.8 billion deal that boosts Gilead’s oncology/cell-therapy exposure and adds potential long‑term growth avenues. The transaction is material in size and supports the company’s pipeline diversification. Gilead Snaps Up Arcellx For $115 Per Share — A $7.8 Billion Bet On Cancer Therapy
• Positive Sentiment: New Phase 3 ARTISTRY data showed Gilead’s single‑tablet bictegravir/lenacapavir maintained virological suppression with low discontinuation rates — supportive for Gilead’s long‑acting HIV franchise and potential market share gains on switches. Gilead’s experimental HIV treatment shows low discontinuation rates in studies
• Positive Sentiment: Daiwa raised its price target to $161 and kept an “outperform” rating, implying notable upside versus current levels — a helpful analyst endorsement for sentiment. Daiwa Securities Adjusts Price Target on Gilead Sciences to $161
• Positive Sentiment: Zacks issued a series of upward EPS revisions across 2026–2028 (FY2026 to $8.54, FY2027 and FY2028 also raised) and lifted multiple quarterly estimates, which supports a stronger forward earnings outlook versus consensus. (Zacks research notes)
• Positive Sentiment: UBS reiterated a Buy and maintained a $175 price target, highlighting confidence in Gilead’s long‑acting HIV strategy. Gilead Sciences: Advancing Long-Acting HIV Franchise Underscores Competitive Edge and Supports Buy Rating
• Neutral Sentiment: Kymera Therapeutics reported strong results in its Q4 update — broadly positive for the biotech sector but not directly material to Gilead’s immediate fundamentals. Kymera Therapeutics Inc (KYMR) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Merck’s two‑drug HIV regimen matched Gilead’s Biktarvy in Phase 3 and is under FDA review — this increases competitive pressure in the core HIV market and could weigh on future market share/pricing. Merck’s New HIV Drug Shows Promise. Its Chief Medical Officer Explains Why Wall Street Should Care.
• Negative Sentiment: Zacks trimmed its Q3 2026 EPS estimate slightly (from $2.34 to $2.30), a modest near-term downtick in expectations that may contribute to selling pressure. (Zacks research note)

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.