Moody National Bank Trust Division Has $1.53 Million Holdings in Gilead Sciences, Inc. $GILD

Moody National Bank Trust Division lessened its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 28.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,499 shares of the biopharmaceutical company’s stock after selling 5,037 shares during the quarter. Moody National Bank Trust Division’s holdings in Gilead Sciences were worth $1,534,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Corundum Trust Company INC acquired a new position in Gilead Sciences during the third quarter worth $26,000. Howard Hughes Medical Institute bought a new position in shares of Gilead Sciences during the second quarter valued at $30,000. MTM Investment Management LLC boosted its stake in shares of Gilead Sciences by 176.0% in the 3rd quarter. MTM Investment Management LLC now owns 276 shares of the biopharmaceutical company’s stock valued at $31,000 after purchasing an additional 176 shares in the last quarter. Kilter Group LLC acquired a new position in Gilead Sciences in the second quarter worth $33,000. Finally, Board of the Pension Protection Fund bought a new stake in shares of Gilead Sciences during the fourth quarter worth $37,000. Institutional investors and hedge funds 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 announced it will acquire Ouro Medicines for up to about $2.18 billion, adding OM336 (gamgertamig), a clinical-stage BCMAxCD3 T‑cell engager for autoimmune disease, which materially strengthens Gilead’s inflammation pipeline and diversifies revenue beyond HIV/oncology. Gilead Sciences to Acquire Ouro Medicines
• Positive Sentiment: Major outlets report the deal and highlight strategic rationale — buying a first‑in‑class T‑cell engager accelerates Gilead’s push into next‑gen immunology and could provide new growth avenues if OM336 advances clinically. Gilead to buy biotech firm Ouro Medicines
• Positive Sentiment: Analyst/press commentary (Barron’s, Zacks, Market commentators) frames the acquisition as a meaningful bet on “immune reset” and inflammation — narrative that can lift investor sentiment as Gilead stitches together an immunology franchise. Gilead to Buy Ouro Medicines for $2.2 Billion
• Neutral Sentiment: Gilead’s recent quarterly results showed a modest revenue beat and guidance for FY26 (8.45–8.85 EPS), which reduces short‑term execution concerns and pairs with the acquisition to shape the growth story. (Company filings/earnings release — background context)
• Neutral Sentiment: Multiple short‑interest reports for March show large increases in short interest but the published figures appear to be erroneous (zeros/NaN) and yield a 0.0 days‑to‑cover ratio; this data is not reliable for interpreting bearish positioning.
• Neutral Sentiment: A separate item on MaxCyte (MXCT) Q4 results is not related to Gilead and should not materially affect Gilead’s fundamentals. MaxCyte Q4 Results
• Negative Sentiment: M&A risks: the deal size (~$2B) increases near‑term cash/commitment and introduces execution and clinical risk — OM336 remains a clinical‑stage asset and eventual value depends on trial outcomes and integration/collaboration terms.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on GILD. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $160.00 price target on shares of Gilead Sciences in a report on Wednesday, February 11th. Rothschild & Co Redburn increased their price target on shares of Gilead Sciences from $159.00 to $170.00 and gave the company a “buy” rating in a research note on Tuesday, February 17th. Weiss Ratings reissued a “buy (b)” rating on shares of Gilead Sciences in a research report on Thursday, January 22nd. JPMorgan Chase & Co. upped their price objective on shares of Gilead Sciences from $150.00 to $160.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Finally, Wolfe Research raised their price objective on Gilead Sciences from $155.00 to $170.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Twenty-four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Gilead Sciences has a consensus rating of “Moderate Buy” and an average target price of $157.62.

Insiders Place Their Bets

In related news, insider Johanna Mercier sold 3,000 shares of the business’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $144.23, for a total transaction of $432,690.00. Following the sale, the insider owned 131,779 shares in the company, valued at $19,006,485.17. The trade was a 2.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Daniel Patrick O’day sold 10,000 shares of the company’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $144.79, for a total value of $1,447,900.00. Following the completion of the transaction, the chief executive officer directly owned 642,308 shares of the company’s stock, valued at approximately $92,999,775.32. The trade was a 1.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 309,280 shares of company stock valued at $44,068,850. 0.27% of the stock is owned by corporate insiders.

Gilead Sciences Trading Up 0.6%

Shares of Gilead Sciences stock opened at $138.11 on Wednesday. The business’s 50 day moving average is $143.31 and its 200-day moving average is $128.32. The company has a quick ratio of 1.40, a current ratio of 1.55 and a debt-to-equity ratio of 0.98. The stock has a market cap of $171.42 billion, a P/E ratio of 20.40, a P/E/G ratio of 1.80 and a beta of 0.37. Gilead Sciences, Inc. has a 12-month low of $93.37 and a 12-month high of $157.29.

Gilead Sciences (NASDAQ:GILD) last released 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. The company had revenue of $7.93 billion during the quarter, compared to the consensus estimate of $7.68 billion. Gilead Sciences had a net margin of 28.90% and a return on equity of 49.46%. The firm’s quarterly revenue was up 4.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. Equities research analysts predict that Gilead Sciences, Inc. will post 7.95 earnings per share for the current fiscal year.

Gilead Sciences Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, March 13th will be issued a $0.82 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $3.28 dividend on an annualized basis and a dividend yield of 2.4%. This is a boost from Gilead Sciences’s previous quarterly dividend of $0.79. Gilead Sciences’s dividend payout ratio (DPR) is 48.45%.

Gilead Sciences Company 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.