8,451 Shares in Gilead Sciences, Inc. $GILD Bought by Jackson Square Capital LLC

Key Points

• Jackson Square Capital LLC acquired a new position in Gilead Sciences, buying 8,451 shares in the fourth quarter worth about $1.04 million, as institutional investors now own roughly 83.7% of the stock.
• Gilead agreed to acquire Tubulis for up to $5 billion to expand its oncology ADC pipeline as management pivots toward oncology and autoimmune opportunities; analysts are mixed but the consensus price target is $157.81 with an average "Moderate Buy" rating.
• Gilead beat Q4 EPS and revenue estimates, set FY‑2026 guidance at 8.45–8.85 EPS, and raised its quarterly dividend to $0.82 (annualized $3.28, ~2.3% yield).

Jackson Square Capital LLC acquired a new position in Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,451 shares of the biopharmaceutical company's stock, valued at approximately $1,037,000.

A number of other large investors have also recently bought and sold shares of the business. West Paces Advisors Inc. boosted its holdings in Gilead Sciences by 7.5% in the fourth quarter. West Paces Advisors Inc. now owns 2,169 shares of the biopharmaceutical company's stock worth $266,000 after purchasing an additional 152 shares in the last quarter. Tandem Investment Partners LLC bought a new stake in Gilead Sciences in the fourth quarter worth $261,000. BIP Wealth LLC boosted its holdings in Gilead Sciences by 28.5% in the fourth quarter. BIP Wealth LLC now owns 2,929 shares of the biopharmaceutical company's stock worth $360,000 after purchasing an additional 650 shares in the last quarter. Sivik Global Healthcare LLC bought a new stake in Gilead Sciences in the fourth quarter worth $3,069,000. Finally, Greenleaf Trust boosted its holdings in Gilead Sciences by 4.9% in the fourth quarter. Greenleaf Trust now owns 24,424 shares of the biopharmaceutical company's stock worth $2,998,000 after purchasing an additional 1,144 shares in the last quarter. 83.67% of the stock is currently owned by institutional investors.

More Gilead Sciences News

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

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on GILD shares. Truist Financial upped their price objective on shares of Gilead Sciences from $145.00 to $152.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Needham & Company LLC reiterated a "buy" rating and issued a $170.00 price objective on shares of Gilead Sciences in a report on Monday, February 23rd. Cantor Fitzgerald upped their price objective on shares of Gilead Sciences from $135.00 to $155.00 and gave the stock an "overweight" rating in a report on Wednesday, February 11th. BMO Capital Markets upped their price objective on shares of Gilead Sciences from $135.00 to $150.00 and gave the stock an "outperform" rating in a report on Monday, January 26th. Finally, Leerink Partners upped their price target on shares of Gilead Sciences from $146.00 to $148.00 and gave the company an "outperform" rating in a report on Wednesday, February 11th. Twenty-four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Gilead Sciences currently has an average rating of "Moderate Buy" and a consensus price target of $157.81.

Gilead Sciences Stock Up 2.0%

GILD stock opened at $141.54 on Thursday. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.55 and a quick ratio of 1.40. Gilead Sciences, Inc. has a 52-week low of $93.37 and a 52-week high of $157.29. The company has a 50-day moving average of $145.13 and a two-hundred day moving average of $130.09. The stock has a market capitalization of $175.68 billion, a price-to-earnings ratio of 20.91, a price-to-earnings-growth ratio of 1.83 and a beta of 0.39.

Gilead Sciences (NASDAQ:GILD - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 analysts' expectations of $7.68 billion. During the same period in the prior year, the company earned $1.90 earnings per share. The business'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. As a group, equities research analysts anticipate that Gilead Sciences, Inc. will post 7.95 EPS for the current year.

Gilead Sciences Increases Dividend

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

Insider Activity at Gilead Sciences

In other news, insider Johanna Mercier sold 28,000 shares of the company's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $154.44, for a total transaction of $4,324,320.00. Following the completion of the transaction, the insider owned 120,288 shares of the company's stock, valued at approximately $18,577,278.72. This represents a 18.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Jeffrey Bluestone sold 5,000 shares of the company's stock in a transaction dated 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 of the company's stock, valued at $1,101,620. This represents a 35.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 299,280 shares of company stock worth $42,820,550 over the last ninety days. Corporate insiders own 0.27% of the company's stock.

About Gilead Sciences

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.

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