US · Healthcare · Drug Manufacturers - General
EPS came in at 1.36 against a street estimate of 1.27 — a beat of 7.1%.
Analysts rate GlaxoSmithKline PLC ADR a buy (4 buy, 4 hold, 1 sell out of 9) with an average price target of $60.51.
CONFIDENT GSK reported Q2 sales +5% to £8.4B with strong specialty/vaccine growth offsetting generic pressure. Launched £1.9B cost-cutting program to fund 20+ Phase III trials. Raised FY26 sales/operating profit guidance; lowered EPS due to Nuvalent acquisition debt. Q2 2026 U.S. acceleration in HIV market share; China driving Nucala COPD growth with majority bio-naive share. Europe benefits from Shingrix, Blenrep gaining reimbursement (Germany, Spain). Analysts pressed asset acceleration criteria, confidence in small cohorts (Nela), and GenMed softness. Management anchored to data, validated targets, and competitive benchmarking; acknowledged CALM-2 miss but defended portfolio breadth and execution discipline. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 3.24% |
| Dodge & Cox | 2.40% |
| Fisher Asset Management, LLC | 1.78% |
| PRIMECAP Management Company | 1.26% |
| Wellington Management Company LLP | 0.57% |
| JTC Employer Solutions Trustee Ltd | 0.43% |
| Morgan Stanley - Brokerage Accounts | 0.38% |
| Royal Bank of Canada | 0.38% |
| Document | Date |
|---|---|
| Wendy becker cbe - new directorship (6-K) · Q4 2026 OTHER NOTABLE POINTS • GSK reported that Wendy Becker CBE, an independent Non-Executive Director, has been appointed as a Non-Executive Director of T | 2026-10-08 |
| Admission to trading (6-K) · Q4 2026 OTHER NOTABLE POINTS • GSK plc announced the admission of 19,352 additional ordinary shares to trading on the London Stock Exchange Main Market. • T | 2026-10-06 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • GSK Capital Inc. issued guaranteed debt securities totaling U.S.$6,500,000,000. • GSK plc guarantees the notes issued by its subs | 2026-09-15 |
| Gsk to acquire t cell-engager for multiple myeloma (6-K) · Q3 2026 HEADLINE NUMBERS • GSK announced an agreement to acquire full global rights to a trispecific T cell-engager (TCE) from Chimagen Biosciences for multi | 2026-09-15 |
| Ris-rez positive ph 3 os lung cancer data in china (6-K) · Q3 2026 HEADLINE NUMBERS • GSK reported positive Phase III overall-survival data for Ris-Rez (risvutatug rezetecan) in relapsed small cell lung cancer (SCLC) | 2026-09-14 |
| Jideytro positive data for ros1-positive nsclc (6-K) · Q3 2026 HEADLINE NUMBERS • GSK reported positive registrational phase I/II ARROS-1 results for Jideytro (zidesamtinib) in previously untreated, ROS1-positive | 2026-09-14 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • GSK’s licensor Hansoh Pharma reported positive results from the second phase III trial of risvutatug rezetecan (Ris-Rez) in China. | 2026-07-28 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 turnover was £8.409 billion, up 5% at both actual exchange rates (AER) and constant exchange rates (CER). Year-to-date tur | 2026-07-28 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.45 / share ex-date Aug 14, 2026 · pay Oct 8, 2026 | 2026-08-14 |
| Dividend | $0.46 / share ex-date May 15, 2026 · pay Jul 9, 2026 | 2026-05-15 |
| Dividend | $0.49 / share ex-date Feb 20, 2026 · pay Apr 9, 2026 | 2026-02-20 |
| Dividend | $0.42 / share ex-date Nov 14, 2025 · pay Jan 8, 2026 | 2025-11-14 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for GlaxoSmithKline PLC ADR — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.