BI Asset Management Fondsmaeglerselskab A S Lowers Stake in GSK PLC Sponsored ADR $GSK

BI Asset Management Fondsmaeglerselskab A S cut its position in shares of GSK PLC Sponsored ADR (NYSE:GSK) by 67.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 40,056 shares of the pharmaceutical company’s stock after selling 81,193 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in GSK were worth $1,729,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Bard Financial Services Inc. lifted its position in GSK by 17.4% during the third quarter. Bard Financial Services Inc. now owns 158,145 shares of the pharmaceutical company’s stock valued at $6,826,000 after buying an additional 23,400 shares in the last quarter. Brighton Jones LLC acquired a new position in shares of GSK during the 4th quarter valued at $528,000. Arkadios Wealth Advisors boosted its position in GSK by 10.9% during the 2nd quarter. Arkadios Wealth Advisors now owns 68,760 shares of the pharmaceutical company’s stock worth $2,640,000 after purchasing an additional 6,734 shares during the period. Fisher Asset Management LLC increased its holdings in GSK by 4.4% in the 2nd quarter. Fisher Asset Management LLC now owns 31,338,405 shares of the pharmaceutical company’s stock valued at $1,203,395,000 after purchasing an additional 1,306,590 shares in the last quarter. Finally, Quantbot Technologies LP raised its position in GSK by 184.6% in the second quarter. Quantbot Technologies LP now owns 138,898 shares of the pharmaceutical company’s stock valued at $5,334,000 after purchasing an additional 90,097 shares during the period. 15.74% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on GSK shares. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of GSK in a research report on Friday, January 16th. Morgan Stanley reissued an “underweight” rating on shares of GSK in a research report on Wednesday, January 14th. Bank of America raised shares of GSK from an “underperform” rating to a “neutral” rating in a research report on Tuesday, November 25th. HSBC reiterated a “reduce” rating on shares of GSK in a research note on Wednesday, December 10th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of GSK in a research note on Monday, December 29th. Two investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Reduce” and an average target price of $44.13.

Key Stories Impacting GSK

Here are the key news stories impacting GSK this week:

• Positive Sentiment: EU approval expands Nucala (mepolizumab) label to include add‑on maintenance treatment for COPD in adults — opens a large additional market for an existing respiratory franchise and supports incremental sales/volume in Europe. GSK wins EU nod to expand Nucala for COPD GSK Gets EU Approval for Expanded Use of Nucala in COPD
• Positive Sentiment: Shore Capital upgrades its outlook, saying GSK has effectively met its medium‑term plan early and calling a £40bn revenue target by 2031 credible; assigns a materially higher price target (2,500p), which could underpin further analyst upgrades and investor confidence. ShoreCap says GSK has cracked it and the £40bn prize is now in sight
• Positive Sentiment: GSK raised its quarterly dividend ~16.4% to $0.4856 (annualized yield ~3.2%) — attracts income investors and signals management confidence in cash flow. (Ex‑dividend Feb 20; pay Apr 9).
• Neutral Sentiment: Recent results and presentations (Q4 2025 results / Q3 2025 transcript) are being parsed by investors for guidance and margin trajectory; company messaging has been described as “solid,” which supports the bullish narrative but leaves sensitivity to longer‑term execution. GSK plc 2025 Q4 – Results – Earnings Call Presentation GSK Q3 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst coverage shows divergence in fair‑value views as GSK’s pipeline and cash returns reshape models — this increases the likelihood of differing price targets and mixed short‑term analyst reactions. Why Analysts See GSK (LSE:GSK) Differently As The Fair Value Story Starts To Shift
• Neutral Sentiment: Macro/market context (e.g., software sell‑off, bond moves) is influencing sentiment toward defensive pharma names like GSK; this can amplify swings even when company fundamentals are steady. Software sell-off, corporate bonds & GSK
• Negative Sentiment: A law‑firm investor probe into the proposed acquisition of RAPT Therapeutics (deal consideration $58/share) questions adequacy of price/process — introduces potential legal/transactional risk and could delay or complicate the deal’s close. RAPT Therapeutics Investor Alert

GSK Stock Up 1.6%

GSK stock opened at $60.14 on Monday. The company has a current ratio of 0.82, a quick ratio of 0.54 and a debt-to-equity ratio of 0.92. The firm has a 50 day simple moving average of $49.89 and a 200-day simple moving average of $45.00. The company has a market capitalization of $122.59 billion, a P/E ratio of 16.25, a PEG ratio of 1.77 and a beta of 0.46. GSK PLC Sponsored ADR has a twelve month low of $32.38 and a twelve month high of $60.37.

GSK Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Friday, February 20th will be given a $0.4856 dividend. This represents a $1.94 annualized dividend and a dividend yield of 3.2%. The ex-dividend date of this dividend is Friday, February 20th. This is an increase from GSK’s previous quarterly dividend of $0.42. GSK’s payout ratio is presently 45.95%.

Insider Activity

In related news, major shareholder Plc Gsk purchased 1,470,000 shares of GSK stock in a transaction dated Thursday, December 11th. The shares were acquired at an average price of $19.00 per share, with a total value of $27,930,000.00. Following the completion of the transaction, the insider owned 18,245,691 shares of the company’s stock, valued at approximately $346,668,129. This trade represents a 8.76% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 10.00% of the company’s stock.

GSK Company Profile

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.