GSK plc
boothcheck covers GSK plc (GSK) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 26, 2026.
• Specialty Medicines has become the engine of the group, with 2025 sales of 13.5 billion pounds up 17% at constant currency, oncology inside it up 43% and HIV at 7.7 billion pounds. • The patent schedule in the 2025 annual report puts Trelegy Ellipta, the largest product in the General Medicines business, at first expiry in 2027, and General Medicines sales already fell 6% in the first quarter of 2026. • Second-quarter results arrive on 28 July 2026 [Source: GSK 6-K, 22 May 2026], the first pri
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1,018 institutional managers reported holding GSK in 13F filings for the quarter ended 2026-03-31. Together they hold about 19% of the company; the top 10 hold 13%. 121 opened new positions that quarter. Held by FMR (Fidelity), Dodge & Cox, Fisher Investments, among others. On the short side, 8.4M shares were sold short as of the 2026-06-15 count, about 0.4% of shares outstanding (2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GSK's share count grew 1.2% over the past five years. It pays a dividend, and has paid one every year in our records (11 and counting), raised 2 years straight. Cash returned over the past three years: $9.18B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.