PFA Pension Forsikringsaktieselskab Purchases Shares of 826,930 Gilead Sciences, Inc. $GILD

Key Points

• PFA Pension Forsikringsaktieselskab bought 826,930 new shares of Gilead in Q4 (~$101.86 million), bringing its stake to roughly 0.07% of the company.
• Analyst sentiment is bullish with several firms raising price targets (some to $170) and a MarketBeat consensus of “Moderate Buy” with a $157.35 target, supported by catalysts like an FDA priority review for the bictegravir+lenacapavir HIV regimen and the completed Arcellx acquisition.
• Insiders have been net sellers recently (CEO sold 115,640 shares; insiders sold 178,640 shares in the last three months), while Gilead increased its quarterly dividend to $0.82 ($3.28 annual, ~2.5% yield), signaling ongoing shareholder returns amid executive liquidity moves.

PFA Pension Forsikringsaktieselskab purchased a new stake in Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 826,930 shares of the biopharmaceutical company's stock, valued at approximately $101,861,000. PFA Pension Forsikringsaktieselskab owned about 0.07% of Gilead Sciences as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in GILD. Massachusetts Financial Services Co. MA boosted its holdings in Gilead Sciences by 3,763.8% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,223,304 shares of the biopharmaceutical company's stock valued at $518,368,000 after purchasing an additional 4,113,999 shares during the last quarter. Vanguard Group Inc. boosted its holdings in Gilead Sciences by 1.8% in the fourth quarter. Vanguard Group Inc. now owns 121,097,336 shares of the biopharmaceutical company's stock valued at $14,863,487,000 after purchasing an additional 2,113,692 shares during the last quarter. First Trust Advisors LP boosted its holdings in Gilead Sciences by 154.3% in the third quarter. First Trust Advisors LP now owns 3,089,283 shares of the biopharmaceutical company's stock valued at $342,910,000 after purchasing an additional 1,874,508 shares during the last quarter. Invesco Ltd. boosted its holdings in Gilead Sciences by 12.0% in the third quarter. Invesco Ltd. now owns 15,139,681 shares of the biopharmaceutical company's stock valued at $1,680,505,000 after purchasing an additional 1,618,453 shares during the last quarter. Finally, Danske Bank A S purchased a new stake in Gilead Sciences in the third quarter valued at $133,049,000. 83.67% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on GILD. Truist Financial upped their price target on shares of Gilead Sciences from $145.00 to $152.00 and gave the company a "buy" rating in a report on Wednesday, February 11th. Mizuho upped their price target on shares of Gilead Sciences from $140.00 to $170.00 and gave the company an "outperform" rating in a report on Wednesday, February 18th. Royal Bank Of Canada increased their target price on shares of Gilead Sciences from $118.00 to $123.00 and gave the stock a "sector perform" rating in a research note on Tuesday, April 7th. JPMorgan Chase & Co. increased their target price on shares of Gilead Sciences from $150.00 to $160.00 and gave the stock an "overweight" rating in a research note on Wednesday, February 11th. Finally, Rothschild & Co Redburn increased their target price on shares of Gilead Sciences from $159.00 to $170.00 and gave the stock a "buy" rating in a research note on Tuesday, February 17th. Twenty-four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $157.35.

Insider Activity at Gilead Sciences

In related news, CFO Andrew D. Dickinson sold 3,000 shares of the firm's stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $140.96, for a total value of $422,880.00. Following the transaction, the chief financial officer directly owned 176,191 shares of the company's stock, valued at approximately $24,835,883.36. This trade represents a 1.67% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Daniel Patrick O'day sold 115,640 shares of the firm's stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $150.00, for a total transaction of $17,346,000.00. Following the completion of the transaction, the chief executive officer directly owned 613,912 shares in the company, valued at $92,086,800. This represents a 15.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 178,640 shares of company stock valued at $26,584,250. 0.30% of the stock is owned by corporate insiders.

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.

Gilead Sciences Trading Up 0.6%

GILD stock opened at $131.65 on Friday. The company's 50-day simple moving average is $140.49 and its 200-day simple moving average is $132.35. The company has a quick ratio of 1.40, a current ratio of 1.55 and a debt-to-equity ratio of 0.98. Gilead Sciences, Inc. has a 52-week low of $95.29 and a 52-week high of $157.29. The firm has a market cap of $163.41 billion, a P/E ratio of 19.45, a PEG ratio of 1.73 and a beta of 0.39.

Gilead Sciences (NASDAQ:GILD - Get Free Report) last posted its earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 earnings per share (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 business had revenue of $7.93 billion for the quarter, compared to analyst estimates of $7.68 billion. During the same period in the prior year, the company posted $1.90 EPS. The company's revenue for the quarter was up 4.7% on a year-over-year basis. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS. As a group, equities analysts forecast that Gilead Sciences, Inc. will post 8.62 EPS for the current fiscal year.

Gilead Sciences Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 30th. Investors of record on Friday, March 13th were paid a $0.82 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.28 dividend on an annualized basis and a yield of 2.5%. This is a boost from Gilead Sciences's previous quarterly dividend of $0.79. Gilead Sciences's dividend payout ratio is 48.45%.

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.

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