GSK’s (GSK) Buy Rating Reiterated at Berenberg Bank

Berenberg Bank reaffirmed their buy rating on shares of GSK (NYSE:GSK) in a research note released on Tuesday.

Several other equities research analysts also recently issued reports on GSK. Jefferies Financial Group raised GSK from a “buy” rating to a “strong-buy” rating in a research report on Friday, July 17th. Royal Bank Of Canada assumed coverage on GSK in a research note on Tuesday, September 8th. They set a “sector perform” rating for the company. Wall Street Zen lowered GSK from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Citigroup began coverage on GSK in a research report on Friday, July 24th. They issued a “neutral” rating on the stock. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of GSK in a report on Thursday, July 30th. Four analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, GSK has an average rating of “Hold” and an average price target of $55.33.

GSK Stock Down 0.1%

Shares of GSK traded down $0.04 during midday trading on Tuesday, reaching $46.49. 8,542,712 shares of the stock were exchanged, compared to its average volume of 4,225,426. GSK has a 12-month low of $42.85 and a 12-month high of $61.69. The firm has a 50 day simple moving average of $50.02 and a 200-day simple moving average of $51.83. The company has a quick ratio of 0.52, a current ratio of 0.82 and a debt-to-equity ratio of 0.81. The company has a market cap of $94.05 billion, a price-to-earnings ratio of 14.54, a P/E/G ratio of 2.09 and a beta of 0.33.

GSK (NYSE:GSK) last released its quarterly earnings results on Tuesday, July 28th. The pharmaceutical company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.27 by $0.09. GSK had a net margin of 14.56% and a return on equity of 43.23%. The business had revenue of $11.14 billion for the quarter, compared to the consensus estimate of $11.02 billion. During the same quarter last year, the firm earned $0.47 EPS. GSK’s revenue for the quarter was up 5.3% on a year-over-year basis. GSK has set its FY 2026 guidance at 4.900-5.000 EPS. Research analysts forecast that GSK will post 4.78 EPS for the current year.

GSK Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 8th. Shareholders of record on Friday, August 14th were issued a dividend of $0.4515 per share. The ex-dividend date of this dividend was Friday, August 14th. This is a boost from GSK’s previous quarterly dividend of $0.44. This represents a $1.81 dividend on an annualized basis and a dividend yield of 3.9%. GSK’s dividend payout ratio (DPR) is 55.31%.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of GSK. NewEdge Advisors LLC increased its holdings in GSK by 842.9% during the 2nd quarter. NewEdge Advisors LLC now owns 953,574 shares of the pharmaceutical company’s stock valued at $49,986,000 after purchasing an additional 852,437 shares in the last quarter. Sound Income Strategies LLC boosted its stake in GSK by 2.7% in the third quarter. Sound Income Strategies LLC now owns 348,273 shares of the pharmaceutical company’s stock worth $16,209,000 after purchasing an additional 9,218 shares in the last quarter. Waverly Advisors LLC grew its holdings in shares of GSK by 1,372.8% during the second quarter. Waverly Advisors LLC now owns 290,593 shares of the pharmaceutical company’s stock worth $15,233,000 after purchasing an additional 270,863 shares during the last quarter. Tidal Investments LLC increased its stake in shares of GSK by 4.6% in the second quarter. Tidal Investments LLC now owns 220,236 shares of the pharmaceutical company’s stock valued at $11,545,000 after buying an additional 9,603 shares in the last quarter. Finally, Keystone Financial Planning Inc. increased its stake in shares of GSK by 8.0% in the third quarter. Keystone Financial Planning Inc. now owns 211,232 shares of the pharmaceutical company’s stock valued at $10,175,000 after buying an additional 15,642 shares in the last quarter. Institutional investors own 15.74% of the company’s stock.

Key GSK News

Here are the key news stories impacting GSK this week:

• Positive Sentiment: Wolfe Research initiated coverage with an “outperform” rating and a $70 price target, implying substantial upside from current levels. Berenberg Bank also reaffirmed its “buy” rating, reinforcing favorable sell-side sentiment.
• Positive Sentiment: GSK plans to invest more than $800 million in a new Upper Merion, Pennsylvania biopharmaceutical facility, which is expected to create approximately 300 jobs. The investment could expand manufacturing and research capacity and strengthen GSK’s U.S. operating footprint. GSK commits $800M to build new Upper Merion facility as pharma investment surges
• Positive Sentiment: AI drug-design company Chai Discovery announced a collaboration with GSK following a successful wet-lab evaluation. The partnership could support faster discovery and development of new medicines, although its financial impact is not yet disclosed. Chai Discovery Announces Collaboration with GSK Following Successful Wet-Lab Evaluation
• Positive Sentiment: GSK is deepening its pipeline through partnerships with Wave Life Sciences on a liver-disease GalNAc-siRNA candidate and AN2 Therapeutics on tuberculosis research, supported by Gates Foundation funding. These deals broaden potential future growth but remain dependent on clinical and regulatory progress. GSK Deepens Its Drug Pipeline Through Two Research Partnerships
• Neutral Sentiment: GSK launched a shingles-awareness campaign with Viola Davis aimed at adults aged 50 and older. The campaign may support vaccine demand and brand awareness, but it is primarily educational and has no quantified near-term revenue impact. Viola Davis partners with GSK to educate adults 50 and older about their shingles risk
• Neutral Sentiment: Investors are looking ahead to GSK’s upcoming quarterly results after the trading window closed. The report remains the next major potential catalyst for valuation and guidance.

GSK Company Profile

GSK plc is a global biopharmaceutical company headquartered in Brentford, England. The company develops and commercializes medicines and vaccines, with research and commercial activities focused on infectious diseases, respiratory conditions, immunology, oncology and HIV. Its products are distributed across markets worldwide through healthcare providers, public health systems and pharmacies.

GSK’s portfolio includes vaccines such as Shingrix for shingles and Arexvy for respiratory syncytial virus (RSV), as well as specialty medicines including Trelegy for chronic respiratory disease and Nucala for severe asthma and related inflammatory conditions.