Zacks Research Comments on GSK’s Q3 Earnings (NYSE:GSK)

GSK PLC Sponsored ADR (NYSE:GSK) – Zacks Research upped their Q3 2026 earnings per share (EPS) estimates for shares of GSK in a research report issued on Tuesday, January 6th. Zacks Research analyst Team now anticipates that the pharmaceutical company will post earnings per share of $1.37 for the quarter, up from their previous forecast of $1.36. The consensus estimate for GSK’s current full-year earnings is $4.14 per share. Zacks Research also issued estimates for GSK’s FY2026 earnings at $4.79 EPS, Q2 2027 earnings at $1.26 EPS, Q3 2027 earnings at $1.44 EPS and FY2027 earnings at $4.89 EPS.

GSK has been the subject of several other reports. Bank of America upgraded shares of GSK from an “underperform” rating to a “neutral” rating in a report on Tuesday, November 25th. Barclays cut shares of GSK from an “equal weight” rating to an “underweight” rating in a research note on Tuesday. Jefferies Financial Group reiterated a “buy” rating on shares of GSK in a report on Monday, October 27th. Weiss Ratings reissued a “buy (b)” rating on shares of GSK in a report on Monday, December 29th. Finally, HSBC restated a “reduce” rating on shares of GSK in a research report on Wednesday, December 10th. Two analysts have rated the stock with a Buy rating, four have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Reduce” and a consensus target price of $44.13.

GSK Trading Up 0.4%

NYSE:GSK opened at $50.40 on Thursday. GSK has a 52-week low of $31.72 and a 52-week high of $51.46. The company has a quick ratio of 0.55, a current ratio of 0.84 and a debt-to-equity ratio of 0.95. The stock has a fifty day simple moving average of $48.28 and a 200-day simple moving average of $43.07. The company has a market capitalization of $102.74 billion, a PE ratio of 14.24, a price-to-earnings-growth ratio of 1.26 and a beta of 0.45.

GSK (NYSE:GSK) last posted its earnings results on Wednesday, October 29th. The pharmaceutical company reported $1.48 EPS for the quarter, topping analysts’ consensus estimates of $1.26 by $0.22. The company had revenue of $11.35 billion for the quarter, compared to the consensus estimate of $8.21 billion. GSK had a return on equity of 48.64% and a net margin of 17.16%.GSK’s quarterly revenue was up 6.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.50 earnings per share. GSK has set its FY 2025 guidance at 4.730-4.810 EPS.

GSK Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Friday, November 14th were issued a $0.4171 dividend. The ex-dividend date was Friday, November 14th. This represents a $1.67 annualized dividend and a yield of 3.3%. GSK’s payout ratio is 48.02%.

Insider Activity at GSK

In related news, major shareholder Plc Gsk acquired 1,470,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were acquired at an average cost of $19.00 per share, for a total transaction of $27,930,000.00. Following the acquisition, the insider directly owned 18,245,691 shares in the company, valued at approximately $346,668,129. The trade was a 8.76% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. 10.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On GSK

A number of institutional investors have recently bought and sold shares of GSK. Twin Peaks Wealth Advisors LLC purchased a new position in GSK during the second quarter worth approximately $25,000. CNB Bank acquired a new stake in shares of GSK during the 3rd quarter worth $31,000. SOA Wealth Advisors LLC. increased its holdings in shares of GSK by 252.1% during the 2nd quarter. SOA Wealth Advisors LLC. now owns 845 shares of the pharmaceutical company’s stock worth $32,000 after buying an additional 605 shares during the last quarter. CoreFirst Bank & Trust purchased a new position in shares of GSK in the 2nd quarter worth $33,000. Finally, MTM Investment Management LLC acquired a new position in GSK in the second quarter valued at $37,000. 15.74% of the stock is currently owned by hedge funds and other institutional investors.

Key GSK News

Here are the key news stories impacting GSK this week:

• Positive Sentiment: Phase III success for bepirovirsen supports a potential functional cure for chronic hepatitis B and GSK says it will file for approval based on the positive data — a major revenue and R&D inflection if regulators agree. GSK to file for approval of twice-yearly hep B drug on positive Phase III data
• Positive Sentiment: Two late-stage trials met primary endpoints for GSK’s chronic hepatitis B candidate, reinforcing the Phase III win and strengthening commercial forecasts for the program. GSK’s Chronic Hepatitis B Drug Meets Goals in Two Late-Stage Studies
• Positive Sentiment: GSK doubled down on AI and precision R&D: a multi-year precision-medicine collaboration with Helix and a major licensing/strategic bet on Noetik’s cancer AI platform (reported as a ~$50M model deal), both aimed at accelerating pipelines and lowering discovery costs. Helix Announces Multi-Year Strategic Collaboration with GSK to Drive Precision Medicine Development GSK inks a model deal in $50M bet on Noetik’s cancer AI platform
• Positive Sentiment: Analysts at Zacks nudged up near-term and FY estimates for GSK, reflecting improved visibility from the hepatitis B results and pipeline momentum. (Upward estimate revisions can support multiple valuation metrics.)
• Neutral Sentiment: Industry coverage and analyst commentary are awaiting full datasets and regulatory plans; final label, launch timing and pricing remain key variables that will determine the ultimate financial impact.
• Negative Sentiment: Barclays lowered GSK to “Underweight,” introducing headwinds from institutional sentiment that could pressure the stock despite the clinical wins. GSK (NYSE:GSK) Rating Lowered to “Underweight” at Barclays
• Negative Sentiment: GSK cut roughly 400 jobs in Belgium last year — a sign of cost actions but also potential near-term restructuring charges and local disruption. Pharmaceutical giant GSK cut 400 jobs in Belgium last year
• Negative Sentiment: Legal dispute: AnaptysBio filed motions related to royalty/contract claims involving Tesaro (a GSK unit). Litigation over royalties could create uncertainty or future cash/outflow risks depending on the outcome. AnaptysBio seeks partial dismissal in GSK oncology unit dispute over drug royalty

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.