Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$96.4B
2,004M shares
52-week range
$39.29 – $61.70
47% from low
Exchange
NYSE
ADRC
P/S (TTM)
3.0
EV / FCF (TTM)
16.7
In the pharmaceutical industry, GSK ranks as one of the largest firms by total sales. The company wields its might across several therapeutic classes, including respiratory, antiviral, and vaccines, and has been growing its presence in oncology and immunology, as well. GSK uses joint ventures to gain additional scale in certain markets like HIV.
www.gsk.comNo one on the platform currently holds GSK.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 698,666 | $38.6M |
| Renaissance Technologiesas of 2026-03-31 | 311,292 | $17.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-14 | $0.4515 | 2026-10-08 |
| 2026-05-15 | $0.4550 | 2026-07-09 |
| 2026-02-20 | $0.4776 | 2026-04-09 |
| 2025-11-14 | $0.4331 | 2026-01-08 |
| 2025-08-15 | $0.4300 | 2025-10-09 |
| 2025-05-16 | $0.4348 | 2025-07-10 |
| 2025-02-21 | $0.4076 | 2025-04-10 |
| 2024-11-15 | $0.3769 | 2025-01-09 |
| 2024-08-16 | $0.3928 | 2024-10-10 |
| 2024-05-16 | $0.3843 | 2024-07-11 |
No one on the platform has traded GSK yet.
| 2024-02-22 | $0.4049 | 2024-04-11 |
| 2023-11-16 | $0.3564 | 2024-01-11 |
| Execution date | Ratio |
|---|---|
| 2022-07-19 | 4-for-5reverse |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 22.8% | 16.5% | 14.9% | — | — | — |
| Rev. Growth % | 4.1% | 6.0% | ||||
| Profit Margin % | 17.5% | 22.1% | 16.8% | |||
| Free Cash Flow Margin % | 17.8% | 18.9% | 19.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.8% on the P/E track.
At today's price, your expected annual return is +5.7% on the P/E track.
At today's price, your expected annual return is +10.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $34.1B | +5.3% | $3.59 | $3.54–$3.69 | 13.9× | 6 |
| 2027 | $35.7B | +4.8% | $3.84 | $3.70–$3.96 | 13.0× | 6 |
| 2028 | $36.8B | +3.1% | $4.04 | $3.75–$4.48 | 12.3× | 10 |
| 2029 | $38.2B | +3.8% | $4.25 | $4.09–$4.44 | 11.7× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $1.27 | $1.36 | +7.1% |
| 2026-04-29 | $1.16 | $1.24 | +6.9% |
| 2026-02-04 | $0.64 | $0.68 | +6.3% |
| 2025-10-29 | $1.26 | $1.48 | +17.5% |
| 2025-07-30 | $1.12 | $1.23 | +9.8% |
| 2025-04-30 | $1.08 | $1.13 | +4.6% |
| 2025-02-05 | $0.44 | $0.59 | +34.1% |
| 2024-10-30 | $1.16 |
| $1.27 |
| +9.5% |
| $120.8B |
| — |
| ELVElevance Health Inc. | $418.72 | +0.52% | $90.8B | — |
| HCAHCA Healthcare, Inc. | $426.94 | +1.36% | $92.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$GSK Great piece that accurately captures GSK's current position. So if you want to refresh your understanding of GSK or learn about GSK for the first time, this is essential reading. https://everyticker.com/quote/GSK/analysis/gsk-s-specialty-pivot-building-a-vaccine-anchored-growth-machine-amid-patent-cliff-headwinds-nyse-gsk
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#FTSE Rallies Amidst #Oil And Yield Surge Mentions: $EWU $GSK $BP $SHEL $OIL https://talkmarkets.com/article/ftse-rallies-amidst-oil-and-yield-surge-1789404847
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$GSK Jideytro shrank tumors in 94% of untreated ROS1 patients; Ris-Rez cut death risk 54% vs topotecan in China. FDA filing planned this year. https://notreload.xyz/xy/jideytro-and-ris-rez-lift-gsk-lung-cancer-story/
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Weekly Recap is out: -Did our Portfolio Rundown exercise on $BHVN after partial clinical hold -Frank discussion on $XBI volatility, for some investors simply the cost of doing business in biotech vs others moving on to safer waters (entirely fair) $NVS $GSK w failed readouts
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GSK Signs 500,000-Tonne Carbon Removal Deal With Varaha $GSK https://talkmarkets.com/article/gsk-signs-500000-tonne-carbon-removal-deal-with-varaha-1789165657
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$GSK Man, a short ride up to 52-53, and got beaten down again to 48. This stock is sad.
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Did $MRNA $MRK drop participants from their trial to get better numbers? $BNTX $GSK They had drop outs in phase 2 https://www.instagram.com/reel/DdE95a2zRaN/?stkn=cXZxejlnbnNwNm41
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100 Oldest Publicly Traded Companies $GYGY -17.22% $BUD +0.16% $BCS +0.37% $LYG -0.33% $GSK -1.93% View this 100 Oldest Publicly Traded Companies Scanner here. https://stockanalysis.com/list/oldest-companies/?ref=saveontrading
View on StockTwits ↗$GSK a solid company and trying to catch up with Moderna is a great goal. However, GSK is no Moderna. Moderna has already won the vaccine race. The earliest GSK can have Phase 3 results is Spring 2028. Yes, 2028 - more likely mid to late 2028. Many catalysts coming up in next month and even more in next 4 months for Moderna. By the time GSK has their Phase 3 results, Moderna will have V940 results for lung cancer, that's the big one. Also, kidney and bladder cancer results with V940. Do your DD for V940. A massive pipeline beyond V940. Move a portion of GSK into Moderna. https://finance.yahoo.com/healthcare/articles/gsk-hopes-moderna-moves-mrna-151213855.html
View on StockTwits ↗$HCM licenses HMPL-A830, a KRAS-EGFR ATTC, to $GSK for $110M upfront. Trials start H2 2026 in colorectal, pancreatic and lung cancers. https://notreload.xyz/xy/hutchmed-licenses-kras-egfr-cancer-drug-to-gsk/
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$ABUS In the developed economies the incidence is low. Half the infections are in China and India, no money to be made there. also the great majority of people with HBV don’t even know they have it. WHO estimates that 73% of the ~250 million worldwide are unaware they are infected. You can’t sell a drug to someone who distant even know they are infected. The ability to monetize is far less than you think. We shall see when $GSK $IONS launch Bepirovirsen.
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Cantor reiterated $IRON Overweight-$125 and said -- Our physician survey supports broad commercial adoption, with physicians indicating, on average, they'd treat ~44% of patients with MF anemia with selcodebart. $GSK $BMY INCY KROS CULV Cantor added—Using this estimate across pricing assumptions of $200-300K/yr could lead to peak sales of $1.93B-$2.89B alone, based on our analysis. Even in a more conservative simulation (which also maintains our estimates for the rest of the pipeline), 15% (U.S.) and 14% (EU) peak penetration at 70% PoS could bring our equity valuation up to $148/ share. If bitopertin is approved (where we have high confidence) and the rest of our model stays as is, our model suggests an equity value of $157/ share. A failure and resulting removal of bitopertin from our model, while maintaining our current PoS of 40% on selcodebart, lowers that estimated value to ~$50-60/share.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.