Alecta Tjanstepension Omsesidigt Makes New $99.95 Million Investment in Gilead Sciences, Inc. $GILD

Key Points

• Alecta Tjanstepension Omsesidigt initiated a new position in Gilead of 814,325 shares valued at about $99.95 million, representing roughly 0.07% of the company.
• Gilead slightly beat quarterly expectations (EPS $1.86 vs. $1.83; revenue $7.93B vs. $7.68B) and issued FY2026 EPS guidance of 8.45–8.85, while analysts have raised targets and the consensus is a "Moderate Buy" (avg target ~$157.35).
• Insiders have been net sellers recently—63,000 shares sold in the last 90 days (~$9.24 million), leaving insiders with about 0.30% ownership.

Alecta Tjanstepension Omsesidigt purchased a new position in shares of Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 814,325 shares of the biopharmaceutical company's stock, valued at approximately $99,950,000. Alecta Tjanstepension Omsesidigt owned 0.07% of Gilead Sciences at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Ares Financial Consulting LLC acquired a new stake in shares of Gilead Sciences in the 4th quarter valued at about $28,000. Corundum Trust Company INC acquired a new stake in shares of Gilead Sciences in the 3rd quarter valued at about $26,000. Financial Consulate Inc. grew its stake in shares of Gilead Sciences by 85.8% in the 4th quarter. Financial Consulate Inc. now owns 236 shares of the biopharmaceutical company's stock valued at $29,000 after buying an additional 109 shares during the period. North Star Investment Management Corp. grew its stake in shares of Gilead Sciences by 54.8% in the 4th quarter. North Star Investment Management Corp. now owns 243 shares of the biopharmaceutical company's stock valued at $30,000 after buying an additional 86 shares during the period. Finally, BOCHK Asset Management Ltd acquired a new stake in shares of Gilead Sciences in the 4th quarter valued at about $31,000. 83.67% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Gilead Sciences news, insider Johanna Mercier sold 28,000 shares of Gilead Sciences stock in a transaction that occurred on 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 transaction, the insider owned 120,288 shares of the company's stock, valued at $18,577,278.72. This trade represents a 18.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Andrew D. Dickinson sold 3,000 shares of Gilead Sciences stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $154.43, for a total transaction of $463,290.00. Following the transaction, the chief financial officer directly owned 167,779 shares in the company, valued at approximately $25,910,110.97. This represents a 1.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 63,000 shares of company stock valued at $9,238,250 in the last 90 days. 0.30% of the stock is currently owned by corporate insiders.

Gilead Sciences News Roundup

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

• Positive Sentiment: Quarterly outlook: Analysts’ previews expect steady Q1 2026 growth and the company has given FY26 EPS guidance consistent with continued revenue momentum, supporting the bullish case for near‑term earnings stability. Gilead Sciences Q1 2026 Earnings Preview: Steady growth ahead?
• Positive Sentiment: Governance cleared: Shareholders backed the board and executive pay plans at the 2026 meeting, reducing near‑term proxy risk and governance uncertainty for investors. Gilead Shareholders Back Board, Pay Plans at 2026 Meeting
• Positive Sentiment: Pipeline expansion via collaboration: Galapagos (Lakefront) announced a collaboration agreement with Gilead to advance a T‑cell engager, expected to close in Q2—this adds potential early‑stage oncology upside to Gilead’s R&D footprint. Galapagos Reports First Quarter 2026 Financial Results and Provides Business Update
• Neutral Sentiment: Yeztugo adoption is rising: Use of Gilead’s twice‑yearly HIV prevention shot has climbed since launch, which supports longer‑term PrEP revenue potential, though uptake remains variable. Focus: Use of Gilead's HIV prevention shot rises, but US insurance gaps remain
• Neutral Sentiment: Claims on EPS impact: An advocacy group (AHF) published that Gilead’s EPS could surge due to state AIDS‑drug program disruptions; this could lift sentiment if confirmed by results but is disputed and should be weighed against company filings. Gilead's Earnings Skyrocket as Florida's AIDS Drug Program Falters, says AHF
• Neutral Sentiment: Analyst commentary: Roundups of healthcare analyst takes mention Gilead alongside peers but add little new near‑term catalyst; useful for tone but not material changes to consensus. Analysts Offer Insights on Healthcare Companies: LifeMD (LFMD), AC Immune SA (ACIU) and Gilead Sciences (GILD)
• Negative Sentiment: Partner program shift: Arcus halted a Phase 3 lung trial and Gilead narrowed option rights on their collaboration, reducing future optionality on that program and signaling Gilead may be reprioritizing certain oncology bets—a potential long‑term negative to pipeline breadth. Arcus Biosciences Rethinks Growth After STAR-121 Exit And Gilead Shift

Gilead Sciences Price Performance

GILD stock opened at $136.30 on Thursday. The company has a market capitalization of $169.18 billion, a P/E ratio of 20.13, a price-to-earnings-growth ratio of 1.77 and a beta of 0.31. The company has a debt-to-equity ratio of 0.98, a quick ratio of 1.40 and a current ratio of 1.55. Gilead Sciences, Inc. has a 52-week low of $95.29 and a 52-week high of $157.29. The business has a 50-day simple moving average of $139.87 and a two-hundred day simple moving average of $132.79.

Gilead Sciences (NASDAQ:GILD - Get Free Report) last posted its earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 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 firm had revenue of $7.93 billion for the quarter, compared to analysts' expectations of $7.68 billion. During the same quarter last year, the firm earned $1.90 EPS. 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. Research analysts expect that Gilead Sciences, Inc. will post 8.62 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Deutsche Bank Aktiengesellschaft raised their target price on Gilead Sciences from $135.00 to $155.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Truist Financial raised their target price on Gilead Sciences from $145.00 to $152.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Leerink Partners raised their target price on Gilead Sciences from $146.00 to $148.00 and gave the company an "outperform" rating in a research note on Wednesday, February 11th. Wall Street Zen upgraded Gilead Sciences from a "buy" rating to a "strong-buy" rating in a research note on Saturday, March 14th. Finally, Rothschild & Co Redburn lifted their price target on Gilead Sciences from $159.00 to $170.00 and gave the company a "buy" rating in a research note on Tuesday, February 17th. Twenty-four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Gilead Sciences currently has a consensus rating of "Moderate Buy" and an average target price of $157.35.

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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