GSK (NYSE:GSK) Updates FY 2026 Earnings Guidance

Key Points

• FY 2026 EPS guidance set at 4.900–5.000, above the consensus of 4.80, while revenue guidance of $44.8 billion falls short of the $45.2 billion consensus.
• Quarterly results showed an EPS of $61.58 (vs. $1.18 consensus) beating estimates materially, but revenue of $10.10 billion missed the $10.42 billion forecast.
• Dividend increased to $0.4856 per quarter (from $0.42), implying an annualized $1.94 and a yield of 3.6% with a payout ratio of about 50.8%.

GSK (NYSE:GSK - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 4.900-5.000 for the period, compared to the consensus earnings per share estimate of 4.800. The company issued revenue guidance of $44.8 billion-$44.8 billion, compared to the consensus revenue estimate of $45.2 billion. GSK also updated its FY 2031 guidance to EPS.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Citigroup reissued a "neutral" rating on shares of GSK in a report on Monday, February 9th. Deutsche Bank Aktiengesellschaft restated a "hold" rating on shares of GSK in a research report on Friday, January 16th. TD Cowen reaffirmed a "hold" rating on shares of GSK in a report on Monday, February 9th. Weiss Ratings lowered GSK from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, March 19th. Finally, Wall Street Zen cut GSK from a "strong-buy" rating to a "buy" rating in a report on Saturday, March 7th. One analyst has rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Reduce" and an average target price of $53.00.

GSK Stock Up 0.6%

Shares of GSK stock opened at $54.55 on Wednesday. The firm has a market cap of $110.69 billion, a price-to-earnings ratio of 14.74, a PEG ratio of 3.19 and a beta of 0.46. GSK has a one year low of $35.45 and a one year high of $61.69. The stock's 50-day moving average is $56.15 and its 200 day moving average is $51.61. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.82 and a quick ratio of 0.54.

GSK (NYSE:GSK - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The pharmaceutical company reported $61.58 earnings per share for the quarter, topping analysts' consensus estimates of $1.18 by $60.40. GSK had a return on equity of 46.75% and a net margin of 17.47%.The business had revenue of $10.10 billion for the quarter, compared to the consensus estimate of $10.42 billion. GSK has set its FY 2026 guidance at 4.900-5.000 EPS. Equities research analysts anticipate that GSK will post 4.81 EPS for the current year.

GSK Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 9th. Shareholders of record on Friday, February 20th were paid a dividend of $0.4856 per share. This is an increase from GSK's previous quarterly dividend of $0.42. The ex-dividend date was Friday, February 20th. This represents a $1.94 dividend on an annualized basis and a yield of 3.6%. GSK's dividend payout ratio (DPR) is presently 50.81%.

Hedge Funds Weigh In On GSK

Hedge funds have recently modified their holdings of the company. Brighton Jones LLC bought a new stake in shares of GSK during the 4th quarter worth $528,000. AQR Capital Management LLC grew its position in GSK by 84.4% during the first quarter. AQR Capital Management LLC now owns 40,239 shares of the pharmaceutical company's stock valued at $1,559,000 after buying an additional 18,420 shares during the period. Empowered Funds LLC grew its position in GSK by 2.1% during the first quarter. Empowered Funds LLC now owns 79,174 shares of the pharmaceutical company's stock valued at $3,067,000 after buying an additional 1,598 shares during the period. Rhumbline Advisers increased its holdings in GSK by 20.7% during the second quarter. Rhumbline Advisers now owns 22,209 shares of the pharmaceutical company's stock worth $853,000 after buying an additional 3,806 shares during the last quarter. Finally, Gabelli Funds LLC raised its position in GSK by 17.8% in the second quarter. Gabelli Funds LLC now owns 7,960 shares of the pharmaceutical company's stock worth $306,000 after acquiring an additional 1,200 shares during the period. Institutional investors own 15.74% of the company's stock.

About GSK

GSK (GlaxoSmithKline plc) is a London-headquartered, multinational pharmaceutical and healthcare company formed through the 2000 merger of Glaxo Wellcome and SmithKline Beecham. The company is dual-listed and operates globally, developing, manufacturing and commercializing prescription medicines, vaccines and specialty treatments. Over its history GSK has evolved through portfolio reshaping and strategic transactions to focus on science-led pharmaceuticals and vaccines.

GSK's core activities include research and development of therapies and vaccines across a range of therapeutic areas, commercial manufacturing, and global marketing.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.