Jackson Square Capital LLC Takes Position in Gilead Sciences, Inc. $GILD

Jackson Square Capital LLC acquired a new stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD) in the fourth quarter, Holdings Channel.com reports. The firm acquired 8,451 shares of the biopharmaceutical company’s stock, valued at approximately $1,037,000.

A number of other large investors have also made changes to their positions in GILD. Brighton Jones LLC raised its position in shares of Gilead Sciences by 20.6% during the fourth quarter. Brighton Jones LLC now owns 14,359 shares of the biopharmaceutical company’s stock valued at $1,326,000 after buying an additional 2,450 shares during the last quarter. Bison Wealth LLC acquired a new position in Gilead Sciences in the fourth quarter worth about $215,000. Sivia Capital Partners LLC raised its position in Gilead Sciences by 16.8% in the second quarter. Sivia Capital Partners LLC now owns 4,182 shares of the biopharmaceutical company’s stock worth $464,000 after purchasing an additional 602 shares in the last quarter. Baker Avenue Asset Management LP raised its position in Gilead Sciences by 14.7% in the second quarter. Baker Avenue Asset Management LP now owns 2,855 shares of the biopharmaceutical company’s stock worth $317,000 after purchasing an additional 365 shares in the last quarter. Finally, CoreFirst Bank & Trust acquired a new position in Gilead Sciences in the second quarter worth about $100,000. Institutional investors and hedge funds own 83.67% of the company’s stock.

Insider Activity at Gilead Sciences

In other news, insider Johanna Mercier sold 3,000 shares of the stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $144.23, for a total transaction of $432,690.00. Following the sale, the insider directly owned 131,779 shares of the company’s stock, valued at $19,006,485.17. This represents a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Andrew D. Dickinson sold 3,000 shares of the stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $144.23, for a total transaction of $432,690.00. Following the sale, the chief financial officer directly owned 179,191 shares in the company, valued at $25,844,717.93. This trade represents a 1.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 299,280 shares of company stock valued at $42,820,550 over the last three months. 0.27% of the stock is owned by company insiders.

Gilead Sciences Price Performance

Shares of Gilead Sciences stock opened at $141.54 on Thursday. The company has a current ratio of 1.55, a quick ratio of 1.40 and a debt-to-equity ratio of 0.98. The stock has a market capitalization of $175.68 billion, a price-to-earnings ratio of 20.91, a P/E/G ratio of 1.83 and a beta of 0.39. Gilead Sciences, Inc. has a 1-year low of $93.37 and a 1-year high of $157.29. The firm’s 50-day moving average price is $145.13 and its two-hundred day moving average price is $130.09.

Gilead Sciences (NASDAQ:GILD) last issued its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share 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 firm had revenue of $7.93 billion for the quarter, compared to analysts’ expectations of $7.68 billion. During the same period in the prior year, the firm earned $1.90 earnings per share. The company’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, equities analysts predict that Gilead Sciences, Inc. will post 7.95 earnings per share for the current fiscal year.

Gilead Sciences Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 30th. Stockholders of record on Friday, March 13th were paid a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 2.3%. This is an increase from Gilead Sciences’s previous quarterly dividend of $0.79. The ex-dividend date of this dividend was Friday, March 13th. Gilead Sciences’s payout ratio is currently 48.45%.

Gilead Sciences News Summary

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

• Positive Sentiment: Acquisition strengthens oncology pipeline — Gilead agreed to acquire Tubulis (up to $5B), adding next‑generation ADC technology and early‑stage cancer assets that expand its oncology capabilities and R&D footprint. Gilead to acquire Tubulis GmbH for up to $5 billion
• Positive Sentiment: Deals show strategic pivot and investor interest — This Tubulis purchase is the third takeout in weeks, reinforcing management’s pivot away from reliance on legacy franchises toward oncology and autoimmune opportunities; some desks (Needham, Bernstein, Leerink) highlight upside from the expanded pipeline. With 3 quick buyouts, Gilead leans into its latest transformation
• Neutral Sentiment: Earnings track record and guidance remain supportive — Gilead’s recent quarterly beat and FY‑2026 EPS guidance provide a stable fundamental backdrop that reduces downside risk and makes acquisition-driven upside more credible. Will Gilead (GILD) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: Execution and valuation concerns — Some analysts (Goldman Sachs) remain cautious, citing integration and execution risk from rapid M&A and the contingent milestone structure; a few firms keep Hold/neutral stances and conservative price targets that limit near‑term upside. Balancing Strategic Oncology Expansion and Execution Risk
• Negative Sentiment: Street price targets and coverage remain mixed — RBC and other shops have adjusted targets and maintained conservative/sector‑perform ratings despite the deal, reflecting differing views on how much value the Tubulis assets will deliver versus the purchase price. RBC adjusts price target on Gilead Sciences

Wall Street Analyst Weigh In

Several research firms recently issued reports on GILD. HSBC increased their price target on shares of Gilead Sciences from $110.00 to $133.00 and gave the stock a “hold” rating in a research report on Wednesday, December 10th. Rothschild & Co Redburn increased their price target on shares of Gilead Sciences from $159.00 to $170.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. Argus increased their price target 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. Wells Fargo & Company increased their price target on shares of Gilead Sciences from $150.00 to $165.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Finally, Barclays began coverage on shares of Gilead Sciences in a research report on Friday, February 20th. They issued an “equal weight” rating and a $155.00 price target for the company. Twenty-four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $157.81.

Gilead Sciences 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.