Erste Group Bank Predicts Gilead Sciences FY2026 Earnings

Gilead Sciences, Inc. (NASDAQ:GILD) – Research analysts at Erste Group Bank lifted their FY2026 earnings per share (EPS) estimates for Gilead Sciences in a report released on Tuesday, March 24th. Erste Group Bank analyst H. Engel now forecasts that the biopharmaceutical company will earn $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.

A number of other equities analysts also recently weighed in on GILD. Sanford C. Bernstein restated an “outperform” rating and set a $160.00 target price on shares of Gilead Sciences in a report on Wednesday, February 11th. Citigroup reissued a “buy” rating on shares of Gilead Sciences in a research report on Friday, March 6th. TD Cowen boosted their price objective on shares of Gilead Sciences from $145.00 to $160.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Rothschild & Co Redburn raised their target price on shares of Gilead Sciences from $159.00 to $170.00 and gave the company a “buy” rating in a research note on Tuesday, February 17th. Finally, UBS Group lifted their price target on Gilead Sciences from $145.00 to $155.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Twenty-four equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $157.62.

Gilead Sciences Trading Down 1.9%

NASDAQ GILD opened at $134.25 on Friday. The company has a market cap of $166.63 billion, a PE ratio of 19.83, a PEG ratio of 1.76 and a beta of 0.37. 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 stock has a 50 day moving average of $144.09 and a 200-day moving average of $128.66.

Gilead Sciences (NASDAQ:GILD) last issued its quarterly earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.86 EPS for the quarter, beating 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 business’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.90 earnings per share. Gilead Sciences has set its FY 2026 guidance at 8.450-8.850 EPS.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Brighton Jones LLC raised its position in Gilead Sciences by 20.6% during the 4th quarter. Brighton Jones LLC now owns 14,359 shares of the biopharmaceutical company’s stock worth $1,326,000 after purchasing an additional 2,450 shares during the last quarter. Bison Wealth LLC bought a new stake in Gilead Sciences in the fourth quarter worth approximately $215,000. Sivia Capital Partners LLC lifted its position in shares of Gilead Sciences by 16.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,182 shares of the biopharmaceutical company’s stock valued at $464,000 after acquiring an additional 602 shares during the period. Laurel Wealth Advisors LLC boosted its position in shares of Gilead Sciences by 10,988.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,653 shares of the biopharmaceutical company’s stock worth $738,000 after purchasing an additional 6,593 shares in the last quarter. Finally, J.W. Cole Advisors Inc. boosted its holdings in Gilead Sciences by 6.2% in the second quarter. J.W. Cole Advisors Inc. now owns 23,081 shares of the biopharmaceutical company’s stock worth $2,559,000 after acquiring an additional 1,354 shares in the last quarter. Institutional investors own 83.67% of the company’s stock.

Insider Transactions at Gilead Sciences

In other news, insider Johanna Mercier sold 28,000 shares of Gilead Sciences 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 owned 120,288 shares of the company’s stock, valued at approximately $18,577,278.72. This trade represents a 18.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Jeffrey Bluestone sold 5,000 shares of the business’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $123.50, for a total transaction of $617,500.00. Following the completion of the sale, the director directly owned 8,920 shares of the company’s stock, valued at approximately $1,101,620. The trade was a 35.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 309,280 shares of company stock worth $44,068,850 over the last quarter. 0.27% of the stock is currently owned by corporate insiders.

Gilead Sciences Increases Dividend

The company 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 represents a $3.28 dividend on an annualized basis and a yield of 2.4%. This is a positive change from Gilead Sciences’s previous quarterly dividend of $0.79. Gilead Sciences’s payout ratio is currently 48.45%.

Gilead Sciences News Roundup

Here are the key news stories impacting Gilead Sciences this week:

• Positive Sentiment: Gilead agreed to buy Ouro Medicines for up to about $2.18B to expand its inflammation/immunology franchise, strengthening longer‑term growth optionality beyond established HIV and antiviral products. Gilead to Acquire Ouro Medicines in $2.18B Deal, Expand Inflammation Pipeline
• Positive Sentiment: Gilead has been adding immunology and CAR‑T assets to diversify its pipeline and bolster oncology exposure — a strategic shift that could lift medium/long‑term revenue growth if integration and clinical readouts succeed. Can Gilead’s Recent Acquisitions Strengthen Its Long-Term Growth Outlook?
• Positive Sentiment: Gilead recently reported an earningsbeat and set FY‑2026 EPS guidance in the $8.45–$8.85 range, signaling stable profitability and management confidence; consensus still trails that guidance, which supports valuation. Gilead Sciences Trading / Company Report
• Positive Sentiment: Erste Group nudged up its FY‑2026 EPS forecast for Gilead, a modest analyst raise that reinforces hopes for better-than-consensus earnings next year.
• Neutral Sentiment: Analyst consensus (average brokerage recommendation) sits at a Buy — helpful context but potentially already reflected in the share price; take analyst ratings as background, not a catalyst. Is Gilead (GILD) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Zacks highlights Gilead as a value‑oriented pick under its style scores, which may attract income/value investors but is not an immediate price driver. Here’s Why Gilead Sciences (GILD) is a Strong Value Stock
• Neutral Sentiment: Industry event notices (e.g., SK pharmteco symposium) are peripheral to Gilead’s near‑term stock movement and unlikely to be material. SK pharmteco to Host Innovations in Pharmaceutical Manufacturing Symposium
• Negative Sentiment: Market skepticism: analyst optimism and “Buy” consensus could be priced in, and investors may be trimming positions after recent gains (Gilead has traded near a 52‑week high in the past year), leading to downward pressure. Is Gilead (GILD) a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Deal risk and near‑term cost: the ~ $2.2B acquisition and other purchases increase upfront cash outlays and execution risk (integration, trial outcomes), which can weigh on the stock until benefits are demonstrated.
• Negative Sentiment: Technical/flow factors: trading volume is below the stock’s average and the price is below the 50‑day moving average, consistent with the current down move and limited buying momentum.

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.