Benjamin Edwards Inc. Has $16.60 Million Holdings in Gilead Sciences, Inc. $GILD

Key Points

• Benjamin Edwards Inc. reduced its stake in Gilead by 19.8% in Q4, selling 33,468 shares and now owning 135,209 shares valued at about $16.6 million.
• Gilead secured an FDA priority review for its once‑daily bictegravir + lenacapavir HIV regimen and completed the ~$7.8 billion Arcellx acquisition, which could accelerate near‑term commercialization and expand longer‑term oncology growth.
• Company insiders sold a total of 178,640 shares (~$26.6 million) last quarter, including CEO Daniel O'Day's sale of 10,000 shares executed under a Rule 10b5‑1 plan.

Benjamin Edwards Inc. cut its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) by 19.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 135,209 shares of the biopharmaceutical company's stock after selling 33,468 shares during the period. Benjamin Edwards Inc.'s holdings in Gilead Sciences were worth $16,597,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Csenge Advisory Group boosted its holdings in shares of Gilead Sciences by 319.0% in the third quarter. Csenge Advisory Group now owns 21,394 shares of the biopharmaceutical company's stock worth $2,375,000 after buying an additional 16,288 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in shares of Gilead Sciences by 52.1% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 78,494 shares of the biopharmaceutical company's stock worth $8,713,000 after buying an additional 26,882 shares during the last quarter. Cookson Peirce & Co. Inc. boosted its holdings in shares of Gilead Sciences by 249.1% in the third quarter. Cookson Peirce & Co. Inc. now owns 10,045 shares of the biopharmaceutical company's stock worth $1,115,000 after buying an additional 7,168 shares during the last quarter. Railway Pension Investments Ltd boosted its holdings in shares of Gilead Sciences by 3.1% in the third quarter. Railway Pension Investments Ltd now owns 1,415,665 shares of the biopharmaceutical company's stock worth $157,139,000 after buying an additional 42,200 shares during the last quarter. Finally, TriaGen Wealth Management LLC purchased a new position in shares of Gilead Sciences in the third quarter worth approximately $1,274,000. 83.67% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Gilead Sciences

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

• Positive Sentiment: FDA gives priority review to Gilead’s once‑daily bictegravir + lenacapavir HIV regimen, shortening the path to U.S. commercialization if approved — a clear revenue and de‑risking catalyst. Read More.
• Positive Sentiment: Gilead completed the Arcellx acquisition (~$7.8B), adding the anito‑cel cell therapy to its oncology pipeline and boosting longer‑term growth optionality beyond antivirals. Read More.
• Positive Sentiment: Analyst bullishness: Morgan Stanley and other shops have raised price targets/ratings recently, signaling analyst support that can attract buyers. Read More.
• Neutral Sentiment: Gilead scheduled presentations at several investor conferences (BofA, RBC, Bernstein, Goldman Sachs) — increases visibility and provides opportunities to update guidance/portfolio progress but is informational rather than a direct catalyst. Read More.
• Neutral Sentiment: Pre‑earnings coverage highlights HIV franchise strength versus cell‑therapy cost/headwinds; Wall Street expects modest earnings growth into the next print — sets expectations for the upcoming report. Read More.
• Negative Sentiment: CEO Daniel O’Day sold shares under a Rule 10b5‑1 plan (recent transactions disclosed), which can create short‑term headline pressure even if planned. Read More.
• Negative Sentiment: Advocacy group AHF filed a shareholder resolution seeking more transparency on patent exclusivities — raises governance/IP scrutiny that could produce regulatory or PR noise around future exclusivity‑dependent revenues. Read More.

Insider Activity

In related news, CEO Daniel Patrick O'day sold 10,000 shares of the business's stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $129.16, for a total value of $1,291,600.00. Following the sale, the chief executive officer owned 632,567 shares in the company, valued at approximately $81,702,353.72. The trade was a 1.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Johanna Mercier sold 3,000 shares of the business's stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $140.96, for a total transaction of $422,880.00. Following the completion of the sale, the insider owned 128,779 shares in the company, valued at $18,152,687.84. This represents a 2.28% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 178,640 shares of company stock worth $26,584,250 over the last quarter. Insiders own 0.30% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on GILD shares. Oppenheimer raised their price objective on shares of Gilead Sciences from $128.00 to $165.00 and gave the stock an "outperform" rating in a report on Wednesday, February 11th. Wells Fargo & Company raised their price objective on shares of Gilead Sciences from $150.00 to $165.00 and gave the stock an "overweight" rating in a report on Wednesday, February 11th. Argus lifted their price target on shares of Gilead Sciences from $135.00 to $165.00 and gave the company a "buy" rating in a report on Thursday, February 19th. The Goldman Sachs Group lifted their price target on shares of Gilead Sciences from $125.00 to $130.00 and gave the company a "neutral" rating in a report on Friday, April 17th. Finally, Leerink Partners lifted 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 assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Gilead Sciences presently has a consensus rating of "Moderate Buy" and a consensus target price of $157.35.

Gilead Sciences Trading Up 0.6%

Gilead Sciences stock opened at $131.65 on Friday. The stock has a market cap of $163.41 billion, a P/E ratio of 19.45, a PEG ratio of 1.74 and a beta of 0.32. 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 1 year low of $95.29 and a 1 year high of $157.29. The firm's 50 day moving average price is $140.49 and its 200-day moving average price is $132.45.

Gilead Sciences (NASDAQ:GILD - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.83 by $0.03. The firm had revenue of $7.93 billion for the quarter, compared to analysts' expectations of $7.68 billion. Gilead Sciences had a net margin of 28.90% and a return on equity of 49.46%. The company's revenue for the quarter 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. On average, equities analysts predict that Gilead Sciences, Inc. will post 8.62 earnings per share for the current fiscal year.

Gilead Sciences Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 30th. Stockholders of record on Friday, March 13th were given a dividend of $0.82 per share. The ex-dividend date was Friday, March 13th. This is an increase from Gilead Sciences's previous quarterly dividend of $0.79. This represents a $3.28 annualized dividend and a dividend yield of 2.5%. Gilead Sciences's dividend payout ratio (DPR) is 48.45%.

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.

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