Mitsubishi UFJ Asset Management Co. Ltd. Acquires 108,265 Shares of Gilead Sciences, Inc. $GILD

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Gilead Sciences, Inc. (NASDAQ:GILD) by 4.4% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,589,915 shares of the biopharmaceutical company’s stock after buying an additional 108,265 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Gilead Sciences were worth $287,481,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the business. Corundum Trust Company INC purchased a new position in Gilead Sciences in the 3rd quarter valued at approximately $26,000. Putney Financial Group LLC boosted its holdings in shares of Gilead Sciences by 53.4% in the second quarter. Putney Financial Group LLC now owns 270 shares of the biopharmaceutical company’s stock worth $30,000 after acquiring an additional 94 shares during the period. Howard Hughes Medical Institute bought a new position in shares of Gilead Sciences in the second quarter worth $30,000. MTM Investment Management LLC grew its position in shares of Gilead Sciences by 176.0% in the third 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. Finally, Kilter Group LLC bought a new stake in shares of Gilead Sciences during the 2nd quarter valued at $33,000. 83.67% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have commented on GILD shares. Wells Fargo & Company raised their target price on Gilead Sciences from $150.00 to $165.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. 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. Oppenheimer upped their target price on shares of Gilead Sciences from $128.00 to $165.00 and gave the stock an “outperform” rating in a report on Wednesday, February 11th. Wolfe Research increased their target price on shares of Gilead Sciences from $155.00 to $170.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Finally, TD Cowen boosted their price target on shares of Gilead Sciences from $145.00 to $160.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Twenty-three research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $155.44.

Key Headlines Impacting Gilead Sciences

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

• Positive Sentiment: Zacks Research sharply raised EPS forecasts across multiple quarters and pushed FY2026–FY2028 estimates higher, implying stronger future earnings growth that supports valuation upside (raises include Q1–Q4 2026, multiple 2027 quarters, FY2026 to $8.54, FY2027 to $9.52 and FY2028 to $10.28).
• Positive Sentiment: Gilead announced a deal to acquire Arcellx for $7.8 billion to gain full control of the anito‑cel cell therapy program — a material pipeline and oncology strategic lift that can boost long‑term growth prospects. GILD to Acquire ACLX for $7.8B & Gain Full Control of Anito-Cel
• Positive Sentiment: Phase 3 ARTISTRY data presented at CROI show the investigational single‑tablet bictegravir/lenacapavir (BIC/LEN) maintained virological suppression with low discontinuation — a potential new product to reinforce Gilead’s HIV franchise. Gilead’s Single-Tablet Regimen of Bictegravir and Lenacapavir Maintained Virological Suppression in People With HIV Who Switched Antiretroviral Therapy
• Positive Sentiment: UBS maintained a Buy rating and a $175 price target, highlighting long‑acting HIV assets as a competitive edge — another supportive analyst viewpoint for upside. Gilead Sciences: Advancing Long-Acting HIV Franchise Underscores Competitive Edge and Supports Buy Rating
• Neutral Sentiment: Analyst price‑target lifts and buy reaffirmations (Needham, others) add support to the narrative but largely reflect the same pipeline/A&R developments rather than new catalysts. Needham & Company LLC Reaffirms Buy Rating for Gilead Sciences (NASDAQ:GILD)
• Negative Sentiment: Competitive risk: Merck’s two‑drug HIV regimen matched Gilead’s Biktarvy in Phase 3 and is under FDA review, increasing potential market pressure in HIV — investors may be pricing in heightened competition. Merck’s New HIV Drug Shows Promise. Its Chief Medical Officer Explains Why Wall Street Should Care.

Gilead Sciences Price Performance

GILD stock opened at $147.12 on Thursday. The firm has a 50 day simple moving average of $135.16 and a two-hundred day simple moving average of $124.44. The stock has a market cap of $182.53 billion, a PE ratio of 21.73, a P/E/G ratio of 1.76 and a beta of 0.36. Gilead Sciences, Inc. has a one year low of $93.37 and a one year high of $157.29. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.68 and a quick ratio of 1.31.

Gilead Sciences (NASDAQ:GILD) last announced its 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 net margin of 28.90% and a return on equity of 49.46%. The company had revenue of $7.93 billion during the quarter, compared to analyst estimates of $7.68 billion. During the same period in the previous year, the business earned $1.90 earnings per share. The firm’s quarterly 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. On average, analysts predict that Gilead Sciences, Inc. will post 7.95 EPS for the current fiscal 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 issued a dividend of $0.82 per share. 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 2.2%. This is a positive change from Gilead Sciences’s previous quarterly dividend of $0.79. Gilead Sciences’s payout ratio is 46.68%.

Insider Transactions at Gilead Sciences

In other news, CEO Daniel Patrick O’day sold 115,640 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $150.00, for a total value of $17,346,000.00. Following the completion of the sale, the chief executive officer directly owned 613,912 shares in the company, valued at approximately $92,086,800. The trade was a 15.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Jeffrey Bluestone sold 5,000 shares of the stock in a transaction 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 transaction, the director directly owned 8,920 shares in the company, valued at approximately $1,101,620. This represents a 35.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 317,085 shares of company stock worth $44,734,886 in the last three months. Corporate insiders own 0.27% of the company’s stock.

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.