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

US Bancorp DE cut its holdings in Gilead Sciences, Inc. (NASDAQ:GILD) by 0.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 849,884 shares of the biopharmaceutical company’s stock after selling 4,668 shares during the quarter. US Bancorp DE owned approximately 0.07% of Gilead Sciences worth $94,338,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in GILD. Corundum Trust Company INC bought a new position in Gilead Sciences during the 3rd quarter valued at about $26,000. Putney Financial Group LLC lifted its position in Gilead Sciences by 53.4% during the second quarter. Putney Financial Group LLC now owns 270 shares of the biopharmaceutical company’s stock valued at $30,000 after purchasing an additional 94 shares during the period. Howard Hughes Medical Institute purchased a new stake in Gilead Sciences in the second quarter worth approximately $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 worth $31,000 after buying an additional 176 shares during the last quarter. Finally, Kilter Group LLC purchased a new position in Gilead Sciences in the second quarter worth about $33,000. Hedge funds and other institutional investors own 83.67% of the company’s stock.

Gilead Sciences Price Performance

NASDAQ:GILD opened at $143.77 on Friday. The company has a 50 day moving average price of $135.61 and a 200-day moving average price of $124.58. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.55 and a quick ratio of 1.31. Gilead Sciences, Inc. has a 1-year low of $93.37 and a 1-year high of $157.29. The firm has a market cap of $178.48 billion, a price-to-earnings ratio of 21.24, a price-to-earnings-growth ratio of 1.93 and a beta of 0.36.

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

Gilead Sciences Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, March 13th will be given 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 2.3%. The ex-dividend date is Friday, March 13th. Gilead Sciences’s dividend payout ratio (DPR) is 48.45%.

Insider Activity at Gilead Sciences

In other Gilead Sciences news, CEO Daniel Patrick O’day sold 115,640 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $150.00, for a total transaction of $17,346,000.00. Following the transaction, the chief executive officer directly owned 613,912 shares in the company, valued at $92,086,800. This represents a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Andrew D. Dickinson sold 3,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $154.43, for a total value of $463,290.00. Following 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 299,280 shares of company stock valued at $42,487,570 over the last 90 days. Insiders own 0.27% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Cantor Fitzgerald raised their price objective on shares of Gilead Sciences from $135.00 to $155.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $160.00 price target on shares of Gilead Sciences in a research note on Wednesday, February 11th. TD Cowen raised their price objective on Gilead Sciences from $145.00 to $160.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Scotiabank lifted their price target on shares of Gilead Sciences from $140.00 to $177.00 and gave the stock a “sector outperform” rating in a research note on Wednesday, February 11th. Finally, Bank of America set a $162.00 price objective on Gilead Sciences and gave the company a “buy” rating in a report on Wednesday, February 11th. Twenty-three investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $156.72.

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)

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.