Griffith & Werner Inc. Acquires New Position in Gilead Sciences, Inc. $GILD

Griffith & Werner Inc. acquired a new stake in Gilead Sciences, Inc. (NASDAQ:GILD) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 14,936 shares of the biopharmaceutical company’s stock, valued at approximately $1,765,000.

Other large investors have also modified their holdings of the company. Csenge Advisory Group grew its holdings in shares of Gilead Sciences by 319.0% during the third quarter. Csenge Advisory Group now owns 21,394 shares of the biopharmaceutical company’s stock worth $2,375,000 after buying an additional 16,288 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in shares of Gilead Sciences by 52.1% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 78,494 shares of the biopharmaceutical company’s stock valued at $8,713,000 after buying an additional 26,882 shares during the period. Cookson Peirce & Co. Inc. boosted its position in Gilead Sciences by 249.1% during the third quarter. Cookson Peirce & Co. Inc. now owns 10,045 shares of the biopharmaceutical company’s stock worth $1,115,000 after acquiring an additional 7,168 shares during the last quarter. Railway Pension Investments Ltd grew its stake in Gilead Sciences by 3.1% in the 3rd quarter. Railway Pension Investments Ltd now owns 1,415,665 shares of the biopharmaceutical company’s stock worth $157,139,000 after acquiring an additional 42,200 shares during the period. Finally, TriaGen Wealth Management LLC acquired a new position in Gilead Sciences in the 3rd quarter valued at $1,274,000. 83.67% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently commented on GILD. Oppenheimer lifted their price objective on Gilead Sciences from $128.00 to $165.00 and gave the company an “outperform” rating in a research report on Wednesday, February 11th. Morgan Stanley raised their price target on Gilead Sciences from $150.00 to $171.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Wolfe Research lifted their price target on Gilead Sciences from $155.00 to $170.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. HSBC increased their price objective on shares of Gilead Sciences from $110.00 to $133.00 and gave the stock a “hold” rating in a report on Wednesday, December 10th. Finally, Royal Bank Of Canada raised their target price on shares of Gilead Sciences from $103.00 to $118.00 and gave the stock a “sector perform” rating in a research report on Wednesday, February 11th. Twenty-three investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $156.72.

Insider Buying and Selling

In related news, CEO Daniel Patrick O’day sold 10,000 shares of the firm’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $144.79, for a total transaction of $1,447,900.00. Following the sale, the chief executive officer directly owned 642,308 shares in the company, valued at approximately $92,999,775.32. This trade represents a 1.53% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Jeffrey Bluestone sold 5,000 shares of the stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $123.50, for a total transaction of $617,500.00. Following the completion of the sale, the director directly owned 8,920 shares of the company’s stock, valued at $1,101,620. This trade represents a 35.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 309,280 shares of company stock worth $43,935,470 over the last three months. 0.27% of the stock is currently owned by corporate insiders.

Gilead Sciences Stock Performance

NASDAQ GILD opened at $147.83 on Wednesday. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.55 and a quick ratio of 1.40. Gilead Sciences, Inc. has a 1-year low of $93.37 and a 1-year high of $157.29. The firm has a market capitalization of $183.52 billion, a P/E ratio of 21.84, a P/E/G ratio of 1.97 and a beta of 0.37. The business’s 50-day simple moving average is $137.07 and its 200-day simple moving average is $125.27.

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

Gilead Sciences Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, March 13th will be paid a dividend of $0.82 per share. This is a boost from Gilead Sciences’s previous quarterly dividend of $0.79. This represents a $3.28 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Friday, March 13th. Gilead Sciences’s payout ratio is presently 46.68%.

Trending Headlines about Gilead Sciences

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

• Positive Sentiment: Gilead agreed to acquire Arcellx for about $7.8 billion in cash, materially expanding its oncology and cell‑therapy footprint and signalling strategic diversification away from sole reliance on the HIV franchise — a potential long‑term revenue and valuation kicker if clinical programs progress. Gilead Sciences Arcellx Deal Deepens Oncology Bet And Tests HIV Reliance
• Positive Sentiment: Recent quarterly results beat on both EPS and revenue and management gave FY‑2026 EPS guidance (8.45–8.85), supporting the earnings story and dividend coverage. This remains a fundamental positive underpin. MarketBeat GILD Coverage (earnings, guidance)
• Neutral Sentiment: Analyst commentary and momentum stories (e.g., Zacks) are supporting investor interest but are sentiment drivers rather than new fundamentals. Why Gilead Sciences (GILD) is a Top Momentum Stock
• Neutral Sentiment: Gilead presented at the TD Cowen healthcare conference (transcript available) — useful for details on pipeline and strategy but unlikely to immediately move the stock without new data. TD Cowen Presentation Transcript
• Neutral Sentiment: Short‑interest data in recent reports is effectively meaningless (reported as 0 shares/0 days) and is not a driver of today’s move.
• Neutral Sentiment: Gilead Foundation’s $12M award for community HIV prevention is positive PR but immaterial to near‑term financials. Gilead Foundation Awards $12 Million
• Negative Sentiment: CEO Daniel O’Day sold 10,000 shares (reported average ~$144.79) — part of a series of insider sales this quarter. While not large relative to total holdings, insider selling can amplify short‑term selling pressure or raise investor caution. SEC Form 4 — Insider Sale

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.