Vinva Investment Management Ltd Increases Stock Holdings in Gilead Sciences, Inc. $GILD

Key Points

• Vinva Investment Management Ltd boosted its stake in Gilead by 16.2% in Q3, increasing holdings to 100,995 shares valued at about $11.37 million.
• Company insiders have been net sellers — CEO Daniel O'Day sold 10,000 shares and Johanna Mercier sold 28,000, with insiders disposing of 309,280 shares worth $43.94 million over the past 90 days (insiders now own 0.27%).
• Gilead beat quarterly expectations and set FY2026 guidance of $8.45–$8.85 EPS, raised its quarterly dividend to $0.82 (annual $3.28, ~2.3% yield), and holds a consensus analyst target of about $156.72 with most ratings at Buy.

Vinva Investment Management Ltd boosted its stake in Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) by 16.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 100,995 shares of the biopharmaceutical company's stock after acquiring an additional 14,109 shares during the quarter. Vinva Investment Management Ltd's holdings in Gilead Sciences were worth $11,374,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Trivium Point Advisory LLC grew its holdings in Gilead Sciences by 1.1% during the 3rd quarter. Trivium Point Advisory LLC now owns 7,325 shares of the biopharmaceutical company's stock valued at $813,000 after purchasing an additional 83 shares in the last quarter. Rothschild Investment LLC lifted its holdings in Gilead Sciences by 1.9% in the 2nd quarter. Rothschild Investment LLC now owns 4,539 shares of the biopharmaceutical company's stock worth $503,000 after buying an additional 84 shares in the last quarter. Hemington Wealth Management boosted its position in Gilead Sciences by 9.3% in the 3rd quarter. Hemington Wealth Management now owns 998 shares of the biopharmaceutical company's stock valued at $110,000 after buying an additional 85 shares during the last quarter. Ignite Planners LLC boosted its position in Gilead Sciences by 1.1% in the 3rd quarter. Ignite Planners LLC now owns 7,932 shares of the biopharmaceutical company's stock valued at $880,000 after buying an additional 86 shares during the last quarter. Finally, Archer Investment Corp grew its stake in shares of Gilead Sciences by 1.2% during the second quarter. Archer Investment Corp now owns 7,277 shares of the biopharmaceutical company's stock valued at $807,000 after acquiring an additional 87 shares in the last quarter. Hedge funds and other institutional investors own 83.67% of the company's stock.

Insider Buying and Selling at Gilead Sciences

In other Gilead Sciences news, CEO Daniel Patrick O'day sold 10,000 shares of the firm's stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $144.79, for a total value of $1,447,900.00. Following the transaction, the chief executive officer owned 642,308 shares of the company's stock, valued at $92,999,775.32. This trade represents a 1.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Johanna Mercier sold 28,000 shares of the company's stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $154.44, for a total value of $4,324,320.00. Following the transaction, the insider directly owned 120,288 shares of the company's stock, valued at $18,577,278.72. This trade represents a 18.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 309,280 shares of company stock worth $43,935,470 in the last ninety days. Insiders own 0.27% of the company's stock.

Gilead Sciences Price Performance

Shares of NASDAQ GILD opened at $144.08 on Monday. The company has a current ratio of 1.55, a quick ratio of 1.40 and a debt-to-equity ratio of 0.98. The company has a market capitalization of $178.86 billion, a price-to-earnings ratio of 21.28, a price-to-earnings-growth ratio of 1.89 and a beta of 0.36. Gilead Sciences, Inc. has a twelve month low of $93.37 and a twelve month high of $157.29. The business has a 50 day simple moving average of $138.29 and a 200-day simple moving average of $125.85.

Gilead Sciences (NASDAQ:GILD - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.86 EPS for the quarter, topping 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 firm had revenue of $7.93 billion during the quarter, compared to the consensus estimate of $7.68 billion. During the same quarter in the previous year, the company posted $1.90 earnings per share. The firm's revenue 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 research analysts expect that Gilead Sciences, Inc. will post 7.95 earnings per share for the current year.

Gilead Sciences Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Friday, March 13th will be given a dividend of $0.82 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $3.28 dividend on an annualized basis and a dividend yield of 2.3%. This is a boost from Gilead Sciences's previous quarterly dividend of $0.79. Gilead Sciences's payout ratio is currently 46.68%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on GILD. Cantor Fitzgerald lifted their target price on Gilead Sciences from $135.00 to $155.00 and gave the stock an "overweight" rating in a research report on Wednesday, February 11th. Mizuho raised their price objective on Gilead Sciences from $140.00 to $170.00 and gave the company an "outperform" rating in a research note on Wednesday, February 18th. Oppenheimer lifted their price objective on Gilead Sciences from $128.00 to $165.00 and gave the stock an "outperform" rating in a report on Wednesday, February 11th. Royal Bank Of Canada increased their target price on Gilead Sciences from $103.00 to $118.00 and gave the company a "sector perform" rating in a research note on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft raised their price target on shares of Gilead Sciences from $135.00 to $155.00 and gave the stock a "buy" rating in a research report on Wednesday, February 11th. Twenty-three analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Gilead Sciences presently has an average rating of "Moderate Buy" and a consensus target price of $156.72.

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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