Gilead Sciences FY2026 EPS Increased by Erste Group Bank

Key Points

• FY2026 EPS outlook: Erste Group raised its FY2026 EPS estimate to $8.67 (from $8.65), consistent with Gilead’s guidance of $8.45–$8.85 and above the $7.95 consensus.
• Analyst sentiment: Multiple firms (UBS, Daiwa, JPMorgan, Deutsche Bank, BofA) have boosted price targets and ratings, leaving 24 Buy and 4 Hold recommendations and an average price target of $157.62.
• Dividend and insider activity: Gilead increased its quarterly dividend to $0.82 ($3.28 annualized, ~2.4% yield) while insiders sold about 309,280 shares (~$44.1M) in the last 90 days.

Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) - Analysts at Erste Group Bank boosted their FY2026 earnings per share (EPS) estimates for shares of Gilead Sciences in a research report issued on Tuesday, March 24th. Erste Group Bank analyst H. Engel now forecasts that the biopharmaceutical company will post earnings of $8.67 per share for the year, up from their previous estimate of $8.65. The consensus estimate for Gilead Sciences' current full-year earnings is $7.95 per share.

Other analysts have also issued research reports about the stock. UBS Group increased their price objective on shares of Gilead Sciences from $145.00 to $155.00 and gave the stock a "buy" rating in a research note on Monday, January 26th. Daiwa Securities Group increased their price target on Gilead Sciences from $129.00 to $161.00 and gave the stock an "outperform" rating in a research report on Wednesday, February 25th. JPMorgan Chase & Co. boosted their price objective on Gilead Sciences from $150.00 to $160.00 and gave the company an "overweight" rating in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft raised their target price on Gilead Sciences from $135.00 to $155.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Finally, Bank of America set a $162.00 price objective on Gilead Sciences and gave the stock a "buy" rating in a research report on Wednesday, February 11th. Twenty-four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $157.62.

Gilead Sciences Stock Performance

GILD opened at $136.88 on Friday. The company has a current ratio of 1.55, a quick ratio of 1.40 and a debt-to-equity ratio of 0.98. Gilead Sciences has a 12-month low of $93.37 and a 12-month high of $157.29. The firm has a 50 day moving average of $143.90 and a two-hundred day moving average of $128.44. The firm has a market capitalization of $169.90 billion, a PE ratio of 20.22, a P/E/G ratio of 1.81 and a beta of 0.37.

Gilead Sciences (NASDAQ:GILD - Get Free Report) last announced its quarterly earnings data 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. The firm had revenue of $7.93 billion during the quarter, compared to analysts' expectations of $7.68 billion. Gilead Sciences had a return on equity of 49.46% and a net margin of 28.90%.The company's revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period last year, the business posted $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS.

Gilead Sciences Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, March 13th will be issued a $0.82 dividend. The ex-dividend date of this dividend is 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 yield of 2.4%. Gilead Sciences's dividend payout ratio is 48.45%.

Insiders Place Their Bets

In other news, CFO Andrew D. Dickinson sold 3,000 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $144.23, for a total transaction of $432,690.00. Following the transaction, the chief financial officer owned 179,191 shares in the company, valued at $25,844,717.93. This trade represents a 1.65% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Johanna Mercier sold 28,000 shares of the business's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $154.44, for a total transaction of $4,324,320.00. Following the completion of the sale, the insider directly owned 120,288 shares of the company's stock, valued at approximately $18,577,278.72. The trade was a 18.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 309,280 shares of company stock valued at $44,068,850. Corporate insiders own 0.27% of the company's stock.

Institutional Investors Weigh In On Gilead Sciences

Several large investors have recently bought and sold shares of GILD. Strategic Investment Solutions Inc. IL purchased a new stake in shares of Gilead Sciences during the fourth quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC boosted its stake in Gilead Sciences by 71.4% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 204 shares of the biopharmaceutical company's stock worth $25,000 after purchasing an additional 85 shares during the last quarter. Corundum Trust Company INC acquired a new stake in Gilead Sciences during the 3rd quarter worth $26,000. Quattro Advisors LLC purchased a new stake in shares of Gilead Sciences during the fourth quarter worth $26,000. Finally, Wealth Preservation Advisors LLC grew its holdings in shares of Gilead Sciences by 60.0% during the fourth quarter. Wealth Preservation Advisors LLC now owns 216 shares of the biopharmaceutical company's stock worth $27,000 after buying an additional 81 shares in the last quarter. 83.67% of the stock is currently owned by hedge funds and other institutional investors.

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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