GSK
About: 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.
Employees: 68,629
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
66% more call options, than puts
Call options by funds: $243M | Put options by funds: $146M
40% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 65
22% more capital invested
Capital invested by funds: $11.6B [Q4 2024] → $14.2B (+$2.6B) [Q1 2025]
18% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 272
17% more funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 14 (+2) [Q1 2025]
0.62% more ownership
Funds ownership: 8.24% [Q4 2024] → 8.86% (+0.62%) [Q1 2025]
1% more funds holding
Funds holding: 832 [Q4 2024] → 837 (+5) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for GSK.
Financial journalist opinion
Based on 39 articles about GSK published over the past 30 days
Positive
CNBC Television
1 hour ago
GSK CEO: Innovation is the secret to bringing down cost of overall healthcare
Emma Walmsley, GSK CEO, joins CNBC's 'Squawk on the Street' to discuss the company's most recent earnings, innovation pipeline, the potential impact of tariffs on pharmaceuticals, and much more.
Neutral
Proactive Investors
2 hours ago
GSK may have numbers may have been flattered by order timing, says bank
GSK PLC (LSE:GSK, NYSE:GSK) delivered a strong set of second-quarter results, beating expectations on sales, profits, and earnings per share, and raised its guidance to the top end of its previous range. However, UBS analysts caution that much of this outperformance was driven by timing effects, such as early HIV medicine orders and stock builds, particularly in France for the Shingrix vaccine, which are likely to reverse later in the year.
Positive
Zacks Investment Research
4 hours ago
GSK (GSK) Q2 Earnings and Revenues Beat Estimates
GSK (GSK) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.09 per share a year ago.
Neutral
Reuters
7 hours ago
GSK in talks with Trump administration on U.S. drug pricing, CEO says
British drugmaker GSK said on Wednesday it is in talks with the Trump administration about ways to lower U.S. drug costs, becoming the latest pharmaceutical company to acknowledge action under pressure from Washington to rein in prices.
Positive
Proactive Investors
10 hours ago
GSK confident of hitting top end of 2025 targets after strong second quarter
GSK PLC (LSE:GSK, NYSE:GSK) said on Wednesday it expects to deliver results at the top end of its guidance for the year after reporting a robust second quarter, fuelled by strong sales in its Specialty Medicines and Vaccines businesses. The pharmaceuticals giant posted sales of £8 billion for the three months to June, up 6% at constant exchange rates.
Positive
Reuters
10 hours ago
GSK expects annual sales and profit at top end of forecast range
British drugmaker GSK said on Wednesday it expects to report annual sales and profit towards the top end of its forecast range, adding that its outlook includes the impact of tariffs in place so far and expected levies on European goods.
Positive
Seeking Alpha
2 days ago
GSK: I Foresee Only Very Modest Upside Here Even If Blenrep Gets FDA Approval
GSK's diversified portfolio and strong HIV/specialty medicines offer stability, but growth prospects remain modest amid stiff competition and legal overhangs. Despite a robust pipeline and management's long-term revenue targets, I see limited near-term catalysts to drive significant EPS or share price appreciation. Financials reveal rising inventories and a stretched balance sheet compared to peers, making the current valuation potentially a value trap.
Neutral
GlobeNewsWire
2 days ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of GSK plc – GSK
NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of GSK plc (“GSK” or the “Company”) (NYSE: GSK). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
Positive
Proactive Investors
2 days ago
GSK shares rise on $500m drug deal with China's Hengrui
Shares in GSK PLC (LSE:GSK, NYSE:GSK) rose in morning trading after the pharmaceutical group announced a $500 million collaboration with Hengrui Pharma to co-develop up to 12 experimental medicines, in a deal that could be worth as much as $12 billion. The agreement includes global rights (excluding China and a few territories) to HRS-9821, a potential new treatment for chronic obstructive pulmonary disease (COPD).
Positive
Proactive Investors
2 days ago
GSK to make $500m down payment on Chinese licensing deal worth up to $12bn
GSK PLC (LSE:GSK, NYSE:GSK) has agreed to pay $500 million in upfront fees to Chinese drugmaker Hengrui Pharma as part of a wide-ranging collaboration to develop up to 12 experimental medicines in a deal worth up to a potential $12 billion. It is the latest move by the British giant to bolster its pipeline beyond 2031.
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