GlaxoSmithKline (GB:GSK)
LSE:GSK
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GlaxoSmithKline
(LSE:GSK)
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Rating:67Neutral
Price Target:
2,063.00 p
▼(-3.78% Downside)
Action:Reiterated
Date:05/05/26
The score is driven primarily by solid underlying financial performance (strong margins and improved earnings) and supportive valuation (low P/E with a ~3.47% yield). These positives are partially offset by weak technical momentum (below key moving averages with negative MACD) and financial risk factors including meaningful leverage and uneven free-cash-flow consistency.
Positive Factors
Strong income statement and margins
Sustained high gross and healthy net margins combined with materially larger trailing revenue and earnings recovery provide durable internal funding for R&D, manufacturing scale and shareholder returns. Margin strength supports operating leverage and resilience across business cycles over months to years.
Negative Factors
Elevated leverage
Meaningful leverage reduces financial flexibility for large discretionary investments, M&A or buybacks and increases exposure to rising rates. Elevated debt metrics constrain free cash deployment priorities and make the company more sensitive to cash‑flow shocks over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong income statement and margins
Sustained high gross and healthy net margins combined with materially larger trailing revenue and earnings recovery provide durable internal funding for R&D, manufacturing scale and shareholder returns. Margin strength supports operating leverage and resilience across business cycles over months to years.
Read all positive factors
GlaxoSmithKline (GSK) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£74.88B
Dividend Yield3.29%
Average Volume (3M)8.54M
Price to Earnings (P/E)11.9
Beta (1Y)1.07
Revenue Growth3.97%
EPS Growth87.05%
CountryUK
Employees68,629
SectorHealthcare
Sector Strength45
IndustryDrug Manufacturers - General
Share Statistics
EPS (TTM)1.45
Shares Outstanding4,053,167,500
10 Day Avg. Volume6,837,178
30 Day Avg. Volume8,542,213
Financial Highlights & Ratios
PEG Ratio0.10
Price to Book (P/B)4.51
Price to Sales (P/S)2.26
P/FCF Ratio12.41
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£1,976.36Price Target Upside-7.82% Downside
Rating ConsensusHold
Number of Analyst Covering13
EPS Forecast (FY)1.79
Revenue Forecast (FY)£33.76B
GlaxoSmithKline Business Overview & Revenue Model
Company Description
GSK plc, together with its subsidiaries, engages in the creation, discovery, development, manufacture, and marketing of pharmaceutical products, vaccines, over-the-counter medicines, and health-related consumer products in the United Kingdom, the ...
How the Company Makes Money
GSK primarily makes money by selling patented and off-patent prescription medicines and vaccines to wholesalers, pharmacies, hospitals, governments, and other healthcare providers through country-based commercial organizations and global supply ch...
GlaxoSmithKline Earnings Call Summary
Earnings Call Date:Apr 29, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 29, 2026
Earnings Call Sentiment Positive
The call highlighted multiple areas of commercial momentum (5% sales growth, Specialty +14%, Shingrix +20%, Jemperli +40%, HIV +10%), strong cash generation, disciplined capital allocation and an accelerated late‑stage pipeline with several positive clinical readouts (bepirovirsen, Mo‑Rez, Ris‑Rez). Several near‑term headwinds were also acknowledged: a 6% decline in General Medicines, access and phasing impacts (Trelegy co‑pay effects, Exdensur J‑code timing, Shingrix annualization), higher R&D spend and some cash timing/currency effects. Overall the positives (broad product and pipeline momentum, clear regulatory progress and strong cash/returns) outweigh the manageable near‑term operational and access challenges.Positive Updates
Top-line and profitability growth
Q1 sales grew 5% to more than GBP 7.6 billion; core operating profit rose 10%; EPS increased 9%. Gross margin improved by 110 basis points and SG&A declined 2% (underlying SG&A +2%), demonstrating P&L leverage. Cash generation was strong at GBP 1.4 billion and the company declared a Q1 dividend of 17p.
Negative Updates
General Medicines decline and Trelegy headwinds
General Medicines sales fell 6% in Q1 driven by declines in older established products. Trelegy growth in the U.S. was constrained by rising patient co‑payments following Medicare redesign; Trelegy faces a tough comparator in Q2 due to prior‑year true‑up benefits and international markets remain challenging.
Read all updates
Q1-2026 Updates
Positive
Negative
Top-line and profitability growth
Q1 sales grew 5% to more than GBP 7.6 billion; core operating profit rose 10%; EPS increased 9%. Gross margin improved by 110 basis points and SG&A declined 2% (underlying SG&A +2%), demonstrating P&L leverage. Cash generation was strong at GBP 1.4 billion and the company declared a Q1 dividend of 17p.
Read all positive updates
Company Guidance
GSK confirmed its full‑year guidance and reiterated another year of profitable growth: Q1 sales were up 5% to >£7.6bn (Specialty Medicines +14%; General Medicines -6%), Shingrix delivered >£1bn in the quarter (+20%; Europe +51%, US +12%; ~11% of eligible people immunized in top‑10 markets outside the US), core operating profit grew ~10%, EPS +9%, gross margin improved +110bps, SG&A -2% (underlying +2%), and cash generation (CGFO) was £1.4bn with a Q1 dividend of 17p. Management said vaccines growth will annualize from Q2 (public programs in Japan and some EU countries), Gen Med and operating profit growth are expected to be weighted to H2, and the group remains on track to reach >£10bn CGFO for the year; net debt sits at 1.4x EBITDA. Capital allocation highlights include >£0.9bn of shareholder returns year‑to‑date, a £1.4bn upfront for RAPT, a Q2 cash outflow of ~$950m for 35Pharma, and portfolio transactions expected to improve net debt by ~£1.2bn in H1 (including £400m from linerixibat) while the share buyback is on track. R&D will be accelerated (7 Phase III starts in 2025 and ~10 more this year), with four pivotal Phase III readouts due in H2 (Jemperli in rectal cancer, camlipixant, Exdensur in EGPA and 3x‑yearly PrEP) and bepirovirsen progressing (FDA breakthrough, PDUFA 26 Oct; China priority review), while HIV sales grew ~10% (US +15%), Cabenuva +31%, Apretude +44%, INSTI‑led long‑acting regimens now >70% of HIV growth and >1/3 of US HIV sales, and the CUATRO 3x‑yearly treatment program remains on track for a 2028 launch.GlaxoSmithKline Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
62
Positive
Cash Flow
66
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 32.78B | 32.67B | 31.38B | 30.33B | 29.32B | 24.70B |
| Gross Profit | 23.84B | 23.70B | 21.90B | 21.25B | 19.46B | 16.34B |
| EBITDA | 11.56B | 11.88B | 6.67B | 9.14B | 8.63B | 6.45B |
| Net Income | 5.83B | 5.72B | 2.58B | 4.93B | 14.96B | 4.38B |
Balance Sheet | ||||||
| Total Assets | 62.87B | 61.12B | 59.46B | 59.01B | 60.15B | 79.10B |
| Cash, Cash Equivalents and Short-Term Investments | 3.44B | 3.16B | 3.71B | 5.69B | 7.68B | 4.13B |
| Total Debt | 19.06B | 17.72B | 16.99B | 18.02B | 20.99B | 24.17B |
| Total Liabilities | 45.45B | 45.16B | 46.38B | 46.21B | 50.05B | 57.76B |
| Stockholders Equity | 17.85B | 16.38B | 13.67B | 13.35B | 10.60B | 15.05B |
Cash Flow | ||||||
| Free Cash Flow | 5.02B | 5.96B | 3.57B | 4.42B | 5.14B | 5.02B |
| Operating Cash Flow | 7.55B | 7.30B | 6.55B | 6.77B | 7.40B | 7.95B |
| Investing Cash Flow | -6.04B | -5.85B | -1.23B | -1.59B | -8.77B | -1.78B |
| Financing Cash Flow | -2.60B | -1.63B | -4.73B | -5.64B | 823.00M | -7.59B |
GlaxoSmithKline Technical Analysis
Neutral
2144.00
Price Trends
1997.51
Negative
1979.56
Negative
1784.61
Positive
Market Momentum
-46.56
Negative
43.76
Neutral
72.87
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:GSK, the sentiment is Neutral. The current price of 2144 is above the 20-day moving average (MA) of 1916.66, above the 50-day MA of 1997.51, and above the 200-day MA of 1784.61, indicating a neutral trend. The MACD of -46.56 indicates Negative momentum. The RSI at 43.76 is Neutral, neither overbought nor oversold. The STOCH value of 72.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:GSK.
GlaxoSmithKline Risk Analysis
GlaxoSmithKline disclosed 1 risk factors in its most recent earnings report. GlaxoSmithKline reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
GlaxoSmithKline Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | £212.62B | 24.41 | 22.41% | 1.53% | 4.64% | 26.75% | |
70 Outperform | £9.56B | 10.55 | 11.79% | 2.35% | 2.84% | 47.82% | |
67 Neutral | £74.88B | 11.95 | 35.78% | 3.29% | 3.97% | 87.05% | |
67 Neutral | £29.86B | ― | 6.43% | 1.51% | -1.81% | 17.54% | |
59 Neutral | £3.09B | 6.96 | 15.83% | 4.16% | 3.84% | 8.83% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
* Healthcare Sector Average
GB:GSK
GlaxoSmithKline
1,902.00
524.01
38.03%
GB:AZN
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13,880.00
3,567.73
34.60%
GB:HIK
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1,455.00
-535.28
-26.89%
GB:SN
Smith & Nephew
1,157.00
101.96
9.66%
GB:BXP
Beximco Pharmaceuticals Limited Sponsored GDR RegS
42.50
6.50
18.06%
GB:HLN
Haleon PLC
342.30
-63.40
-15.63%
GlaxoSmithKline Corporate Events
Executive/Board Changes
GSK grants long-term deferred award to new Chief People Officer
Positive
May 5, 2026
GSK has granted a notional Ordinary Share award to Roanne Parry under its Deferred Investment Award programme, following her appointment as Chief People Officer and a new member of the Executive Committee. The award is structured to vest over seve...
Regulatory Filings and Compliance
GSK Updates Market on Total Voting Rights and Share Capital
Neutral
May 1, 2026
GSK has announced that its issued share capital as of 30 April 2026 stands at 4,316,202,660 ordinary shares, of which 261,378,286 are held in treasury and do not carry voting rights. This leaves a total of 4,054,824,374 voting rights, a key refere...
Other
GSK directors increase holdings with share and ADS purchases
Positive
Apr 29, 2026
GSK disclosed that independent non-executive director Wendy Becker purchased 4,000 ordinary shares in the company on 29 April 2026 on the London Stock Exchange at a price of £19.6291 per share. The transaction increases insider equity ownersh...
Business Operations and StrategyStock BuybackDividendsFinancial DisclosuresRegulatory Filings and Compliance
GSK starts 2026 with strong Q1, backs outlook and accelerates R&D pipeline
Positive
Apr 29, 2026
GSK reported a robust start to 2026, with first-quarter sales rising 5% at constant exchange rates to £7.6 billion, driven by 14% growth in Specialty Medicines and double-digit gains in HIV, respiratory and oncology drugs, while vaccines adva...
Executive/Board ChangesRegulatory Filings and Compliance
GSK CFO Julie Brown Receives Vested Performance Share Award
Positive
Apr 28, 2026
GSK has confirmed the vesting of a conditional share award granted in 2023 to Chief Financial Officer Julie Brown under its 2017 Performance Share Plan, linked to her appointment as CFO Designate. Following the three-year performance period, 82% o...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK’s Hepatitis B Drug Bepirovirsen Wins FDA Priority Review and Breakthrough Status
Positive
Apr 28, 2026
GSK said the U.S. Food and Drug Administration has accepted its New Drug Application for bepirovirsen, an investigational antisense oligonucleotide for adults with chronic hepatitis B, and granted the therapy Breakthrough Therapy Designation on to...
Business Operations and StrategyProduct-Related Announcements
GSK Wins FDA Breakthrough and EMA PRIME Status for MASH Drug Efimosfermin
Positive
Apr 27, 2026
GSK has secured US FDA Breakthrough Therapy and EMA PRIME designations for efimosfermin, its once‑monthly investigational liver therapy for metabolic dysfunction-associated steatohepatitis. The drug, a long-acting FGF21 variant given by subc...
Business Operations and StrategyLegal Proceedings
GSK’s TESARO Presses On With Dostarlimab Licence Fight After Partial Court Dismissal
Negative
Apr 27, 2026
GSK subsidiary TESARO has disclosed that the Delaware Chancery Court granted AnaptysBio’s motion to dismiss TESARO’s anticipatory breach claim, while leaving intact TESARO’s separate request for a declaratory judgment. GSK and TE...
Regulatory Filings and Compliance
GSK Reports Routine ADS Acquisition by US President Martinez-Davis
Neutral
Apr 24, 2026
GSK disclosed that Maya Martinez-Davis, the company’s President for the US, acquired notional American Depositary Shares through her GSK Executive Supplemental Savings Plan account. The transaction, executed on April 22, 2026 on the New York...
Stock Buyback
GSK Expands Treasury Stock With Latest Share Buyback Tranche
Positive
Apr 23, 2026
GSK has continued its share buyback programme, repurchasing 965,671 ordinary shares on April 22, 2026 through BNP Paribas at a volume‑weighted average price of 2,081.15 pence. The shares, acquired across the London Stock Exchange and Cboe Eu...
Business Operations and StrategyStock Buyback
GSK Expands Share Buyback, Lifts Treasury Stock to 6.42% of Voting Rights
Positive
Apr 22, 2026
GSK has continued its share buyback programme, repurchasing 335,000 ordinary shares on 21 April 2026 via BNP Paribas at a volume-weighted average price of 2,103.08 pence, with the shares to be held in treasury rather than cancelled. The move takes...
Business Operations and StrategyStock Buyback
GSK Expands Share Buyback, Lifts Treasury Holding to 6.41% of Voting Rights
Positive
Apr 21, 2026
GSK plc has repurchased 330,000 ordinary shares on 20 April 2026 through BNP Paribas as part of its ongoing share buyback programme, paying a volume-weighted average price of 2,141.19 pence. The shares will be held in treasury, taking GSK’s ...
DividendsRegulatory Filings and Compliance
GSK Discloses Dividend-Funded ADS Purchase by Chief People Officer
Neutral
Apr 20, 2026
GSK disclosed that Chief People Officer Diana Conrad acquired American Depositary Shares through the reinvestment of dividends paid on 9 April 2026 into shares held within the company pension plan. The single transaction, executed on 13 April 2026...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Expands Treasury Stock With Latest £7m Share Buyback Tranche
Positive
Apr 20, 2026
GSK plc has continued its share buyback programme, repurchasing 330,000 ordinary shares on 17 April 2026 through BNP Paribas at a volume-weighted average price of 2,126.15p per share. The shares will be held in treasury, taking treasury holdings t...
Business Operations and StrategyProduct-Related Announcements
GSK Wins China Approval for Outpatient Multiple Myeloma Drug Blenrep
Positive
Apr 20, 2026
GSK has secured approval from China’s National Medical Products Administration for its multiple myeloma drug Blenrep (belantamab mafodotin), in combination with bortezomib and dexamethasone, for adults with relapsed or refractory disease aft...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Adds 330,000 Shares to Treasury in Ongoing Buyback
Positive
Apr 17, 2026
GSK has continued its ongoing share buyback programme, repurchasing 330,000 ordinary shares on 16 April 2026 through BNP Paribas at a volume-weighted average price of 2,125.06 pence. The shares will be held in treasury, lifting its treasury stock ...
DividendsRegulatory Filings and Compliance
GSK Executives See Notional Shareholdings Rise Through Dividend Reinvestment
Neutral
Apr 16, 2026
GSK has reported a series of routine executive share transactions linked to its Deferred Annual Bonus Plan, reflecting the automatic reinvestment of dividends paid on 9 April 2026. The transactions increased the notional interests of several senio...
Business Operations and StrategyStock Buyback
GSK Adds 325,000 Shares to Treasury in Ongoing Buyback Programme
Positive
Apr 16, 2026
GSK has repurchased 325,000 of its ordinary shares at a volume-weighted average price of 2,179.65 pence, with the stock to be held in treasury as part of its ongoing share buyback programme executed through BNP Paribas. Since the non-discretionary...
Business Operations and StrategyM&A Transactions
GSK Buys 35Pharma for $950 Million to Bolster Pulmonary Hypertension Pipeline
Positive
Apr 15, 2026
GSK has completed the $950 million acquisition of Canada-based 35Pharma Inc., a private clinical-stage biopharmaceutical company developing protein-based therapeutics, adding lead asset HS235 for pulmonary hypertension to its pipeline. The deal st...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Extends Share Buyback, Lifting Treasury Holdings to 6.38% of Voting Rights
Positive
Apr 15, 2026
GSK plc continued executing its share buyback programme on 14 April 2026, repurchasing 325,000 ordinary shares at a volume-weighted average price of 2,176.46p through BNP Paribas SA. The shares, which will be held in treasury, form part of a broad...
Business Operations and StrategyRegulatory Filings and Compliance
GSK Executives Acquire Shares Under Company Reward Plan
Positive
Apr 14, 2026
GSK plc disclosed a series of routine share transactions by senior executives under the company’s Share Reward Plan, involving the acquisition of small parcels of ordinary shares on 13 April 2026. Participants included President Europe Lynn ...
Business Operations and StrategyStock Buyback
GSK Expands Treasury Stock with Latest Share Buyback Tranche
Positive
Apr 14, 2026
GSK plc has repurchased 325,000 of its ordinary shares on 13 April 2026 through BNP Paribas under its ongoing share buyback programme, paying a volume-weighted average price of 2,169.64p per share. The shares, which will be held in treasury, incre...
Regulatory Filings and Compliance
GSK Executives Reinvest Dividends in Routine Insider Share Purchases
Positive
Apr 13, 2026
GSK has disclosed a series of share acquisitions by senior executives and persons closely associated with them, arising from the automatic reinvestment of dividends into GSK ordinary shares. The transactions, executed on 9 and 10 April on the Lond...
Business Operations and StrategyProduct-Related Announcements
GSK’s B7-H4 Antibody-Drug Conjugate Shows Strong Early Results in Gynaecological Cancers
Positive
Apr 13, 2026
GSK has reported encouraging early-stage clinical data for mocertatug rezetecan (Mo-Rez), its B7-H4-targeted antibody-drug conjugate, in patients with platinum-resistant ovarian cancer and recurrent or advanced endometrial cancer, both areas with ...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Expands Share Buyback, Lifts Treasury Holdings to 6.36% of Voting Rights
Positive
Apr 13, 2026
GSK plc has continued its share buyback programme, repurchasing 325,000 ordinary shares on 10 April 2026 through BNP Paribas at a volume‑weighted average price of 2,182.28 pence, with the stock to be held in treasury. The company now holds 2...
Regulatory Filings and Compliance
GSK Executives Reinvest Dividends Into Company Shares Under Reward Plan
Neutral
Apr 10, 2026
GSK has disclosed a series of small share acquisitions by several senior executives, including CEO Luke Miels and regional and functional presidents, through the reinvestment of dividends under the company’s Share Reward Plan. The transactio...
Business Operations and StrategyStock Buyback
GSK Adds 330,000 Shares to Treasury in Ongoing Buyback Programme
Positive
Apr 10, 2026
GSK has continued its existing share buyback programme, repurchasing 330,000 ordinary shares on 9 April 2026 through BNP Paribas at a volume-weighted average price of 2,139.38 pence, with the shares to be held in treasury rather than cancelled. Si...
Executive/Board ChangesRegulatory Filings and Compliance
GSK Discloses Executive Notional ADS Acquisition by US President
Neutral
Apr 9, 2026
GSK disclosed that Maya Martinez-Davis, its President of US operations, acquired a small number of notional American Depositary Shares through her Executive Supplemental Savings Plan account, with the transaction executed on the New York Stock Exc...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Expands Buyback With Treasury Share Purchase and Updates Voting Rights
Positive
Apr 9, 2026
GSK has repurchased 330,000 of its ordinary shares on 8 April 2026 via BNP Paribas under its existing share buyback programme, paying a volume-weighted average price of 2,125.45p per share, with the stock to be held in treasury. The transaction li...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Buys Back 335,000 Shares, Lifts Treasury Holding to 6.33% of Voting Rights
Positive
Apr 8, 2026
GSK has repurchased 335,000 of its ordinary shares on 7 April 2026 through BNP Paribas under its ongoing share buyback programme, at a volume-weighted average price of 2,113.08 pence, and will hold the acquired stock in treasury. Following this tr...
Business Operations and StrategyProduct-Related Announcements
GSK Wins China Approval for Ultra-Long-Acting Exdensur in Nasal Polyps
Positive
Apr 8, 2026
GSK has secured Chinese approval for Exdensur (depemokimab) as an add-on therapy for adults with chronic rhinosinusitis with nasal polyps whose disease remains uncontrolled despite systemic corticosteroids and/or surgery. The drug is the first ult...
Stock Buyback
GSK Adds 335,000 Shares to Treasury in Ongoing Buyback
Positive
Apr 7, 2026
GSK has repurchased 335,000 of its ordinary shares on 2 April 2026 via BNP Paribas under its existing share buyback programme, paying a volume-weighted average price of 2,121.37 pence, with the stock to be held in treasury rather than cancelled. T...
Stock Buyback
GSK Expands Treasury Stock with Latest Tranche of Share Buybacks
Positive
Apr 2, 2026
GSK plc has continued its share buyback programme, repurchasing 345,000 ordinary shares on 1 April 2026 through BNP Paribas at a volume-weighted average price of 2,106.14 pence, with the shares to be held in treasury. Since mid-February, the compa...
Regulatory Filings and Compliance
GSK Discloses ADS Purchases by Chief People Officer Under Pension Plan
Positive
Apr 1, 2026
GSK disclosed that its Chief People Officer, Diana Conrad, acquired American Depositary Shares in two separate transactions under the company’s pension plan on the New York Stock Exchange. The purchases, executed on 24 and 30 March 2026 at p...
Regulatory Filings and Compliance
GSK Updates Market on Total Voting Rights and Share Capital
Neutral
Apr 1, 2026
GSK has reported that as of 31 March 2026 its issued share capital comprised 4,316,179,781 ordinary shares, of which 256,112,615 are held in treasury and do not carry voting rights. This leaves a total of 4,060,067,166 voting rights, a key figure ...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Expands Share Buyback, Lifts Treasury Holdings to 6.31% of Voting Rights
Positive
Apr 1, 2026
GSK plc has repurchased 340,000 of its ordinary shares on 31 March 2026 through BNP Paribas, paying a volume-weighted average price of 2,075.26 pence per share, with the shares to be held in treasury as part of its existing share buyback programme...
Business Operations and StrategyDividendsPrivate Placements and Financing
GSK and Shionogi Reshape ViiV Healthcare Ownership as Pfizer Exits HIV Venture
Positive
Apr 1, 2026
GSK and Japan’s Shionogi have finalized a reshaping of the ownership structure at HIV-focused ViiV Healthcare, completing Pfizer’s exit and consolidating control between the two remaining partners. Shionogi has boosted its economic int...
Business Operations and StrategyStock Buyback
GSK Buys Back 340,000 Shares Under Ongoing Repurchase Programme
Positive
Mar 31, 2026
GSK has continued its share buyback programme, repurchasing 340,000 ordinary shares on 30 March 2026 through BNP Paribas at a volume-weighted average price of 2,060.19p, with the shares to be held in treasury. Since the current programme began on ...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK’s Hepatitis B Drug Bepirovirsen Enters China Regulatory Review as Potential First-in-Class Cure
Positive
Mar 30, 2026
GSK has announced that China’s National Medical Products Administration has accepted for review a new drug application for bepirovirsen, an investigational antisense oligonucleotide intended to treat adults with chronic hepatitis B. The cand...
Business Operations and StrategyStock Buyback
GSK Expands Treasury Stock as Share Buyback Programme Advances
Positive
Mar 30, 2026
GSK plc has continued to deploy capital into its share buyback strategy, reinforcing its role as a major U.K.-listed biopharma player that actively manages its equity base. The company’s focus on returning capital via repurchases complements...
Business Operations and StrategyProduct-Related Announcements
GSK Wins China Approval for First Ultra-Long-Acting Biologic Exdensur in Severe Asthma
Positive
Mar 30, 2026
GSK has secured approval from China’s National Medical Products Administration for Exdensur (depemokimab) as an add-on maintenance therapy for severe eosinophilic asthma in patients aged 12 and above, marking the first ultra-long-acting biol...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK expands share buyback, lifts treasury stake to 6.28%
Positive
Mar 27, 2026
GSK plc has continued its share buyback programme, repurchasing 345,000 ordinary shares on 26 March through BNP Paribas at a volume‑weighted average price of 2,053.34 pence, with the shares to be held in treasury. Since the start of the late...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK’s Hepatitis B Drug Bepirovirsen Accepted for EMA Review After Positive Phase III Data
Positive
Mar 27, 2026
GSK has had its marketing authorisation application for bepirovirsen accepted for review by the European Medicines Agency, positioning the antisense oligonucleotide as a potential first-in-class treatment for adults with chronic hepatitis B. The s...
Stock BuybackRegulatory Filings and Compliance
GSK Continues Share Buyback, Lifts Treasury Holdings to 6.27% of Voting Rights
Positive
Mar 26, 2026
GSK plc has continued its share repurchase activity, buying 345,000 ordinary shares on 25 March 2026 through BNP Paribas at a volume‑weighted average price of 2,033.20p, with the stock to be held in treasury. The transaction forms part of th...
Regulatory Filings and Compliance
GSK Reports Routine ADS Acquisition by U.S. President Martinez-Davis
Neutral
Mar 25, 2026
GSK disclosed that Maya Martinez-Davis, its President for the U.S. market, acquired a small number of American Depositary Shares through her Executive Supplemental Savings Plan. The transaction, executed on the New York Stock Exchange, reflects ro...
Regulatory Filings and ComplianceShareholder Meetings
GSK Publishes 2026 AGM Notice and Details Hybrid Shareholder Meeting
Neutral
Mar 25, 2026
GSK has published its 2026 Notice of Annual General Meeting on its website, outlining arrangements for shareholders ahead of the meeting. The AGM is scheduled for 6 May 2026 at the London Marriott Hotel Grosvenor Square and will be accessible both...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Expands Share Buyback, Lifts Treasury Holdings to 6.26%
Positive
Mar 25, 2026
GSK plc has repurchased 500,000 of its ordinary shares on 24 March 2026 through BNP Paribas, at a volume‑weighted average price of 1,949.05 pence, with the stock to be held in treasury. The transaction is part of the company’s ongoing ...
Stock BuybackRegulatory Filings and Compliance
GSK Expands Share Buyback, Lifts Treasury Holding to 6.25% of Voting Rights
Positive
Mar 24, 2026
GSK plc has repurchased 680,000 of its ordinary shares on 23 March 2026 through BNP Paribas, at prices between 1,906.50p and 1,964.50p, with a volume-weighted average price of 1,937.07p. The shares purchased will be held in treasury, contributing ...
Other
GSK directors boost holdings with coordinated share purchases
Positive
Mar 23, 2026
GSK has disclosed a series of share purchases by its chair and several independent non‑executive directors, covering both ordinary shares in London and American Depositary Shares in New York. The transactions, all executed on 20 March 2026, ...
Business Operations and StrategyDelistings and Listing Changes
GSK Adds 96,525 Shares to LSE Listing Under Employee Share Plans
Neutral
Mar 23, 2026
GSK plc has admitted 96,525 new ordinary shares of 31¼ pence each to trading on the London Stock Exchange’s Main Market, under existing block listing admissions tied to the GlaxoSmithKline Share Save Plans of 2012 and 2022. Following th...
Stock BuybackRegulatory Filings and Compliance
GSK expands share buyback, lifts treasury holdings and updates voting rights
Positive
Mar 23, 2026
GSK plc has repurchased 560,000 of its ordinary shares on 20 March 2026 via BNP Paribas under its existing share buyback programme, paying a volume‑weighted average price of 1,953.58p and retaining the shares in treasury. The transaction, wh...
Business Operations and StrategyRegulatory Filings and Compliance
GSK Wins Japan Orphan Drug Status for Experimental Small-Cell Lung Cancer ADC
Positive
Mar 23, 2026
GSK has secured Orphan Drug Designation in Japan for risvutatug rezetecan, a B7-H3-targeted antibody-drug conjugate, for the treatment of small-cell lung cancer. The designation, based on early phase I data showing durable responses in extensive-s...
Business Operations and StrategyStock Buyback
GSK Expands Treasury Stock with Latest Share Buyback
Positive
Mar 16, 2026
GSK plc disclosed that it repurchased 445,000 of its ordinary shares on 13 March 2026 via BNP Paribas at a volume‑weighted average price of 2,041.70 pence, with the shares to be held in treasury as part of its ongoing share buyback programme...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Continues Share Buyback, Lifts Treasury Stock to 6.14% of Voting Rights
Positive
Mar 16, 2026
GSK plc has repurchased 445,000 of its ordinary shares on 13 March 2026 through BNP Paribas, at prices between 2,027p and 2,060p and a volume‑weighted average of 2,041.7p, with the shares to be held in treasury as part of its ongoing buyback...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK Wins Expanded U.S. Approval for Arexvy RSV Vaccine in High-Risk Adults Under 50
Positive
Mar 13, 2026
GSK has secured expanded U.S. approval for its RSV vaccine Arexvy, which can now be used in adults aged 18 to 49 who are at increased risk for RSV-related lower respiratory tract disease, adding to its prior indications in older and high-risk popu...
Stock BuybackRegulatory Filings and Compliance
GSK Expands Share Buyback, Lifts Treasury Stock to 6.13% of Voting Rights
Positive
Mar 13, 2026
GSK plc has repurchased 790,000 of its ordinary shares on 12 March 2026 under its ongoing share buyback programme, at prices between 2,016p and 2,057p and a volume-weighted average price of 2,036.73p. The shares, acquired via BNP Paribas on London...
Regulatory Filings and Compliance
GSK Executives Acquire Shares Under Company Reward Plan
Neutral
Mar 12, 2026
GSK has disclosed a series of routine share transactions by senior executives under its Share Reward Plan, involving small acquisitions of ordinary shares on the London Stock Exchange. Participants include the President of Europe, the Chief Financ...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Expands Share Buyback, Treasury Holdings Reach 6.11% of Voting Rights
Positive
Mar 12, 2026
GSK plc has repurchased 513,409 of its ordinary shares on 11 March 2026 through BNP Paribas, at a volume‑weighted average price of 2,061.69 pence per share, with the stock to be held in treasury as part of its ongoing share buyback programme...
Stock BuybackRegulatory Filings and Compliance
GSK Expands Ongoing Share Buyback, Lifts Treasury Holdings to 6.1%
Positive
Mar 11, 2026
GSK has continued its share buyback programme, repurchasing 505,000 ordinary shares on 10 March 2026 through BNP Paribas at a volume‑weighted average price of 2,066.69 pence, with the stock to be held in treasury. This latest tranche lifts t...
Stock BuybackFinancial DisclosuresRegulatory Filings and Compliance
GSK Adds 516,000 Shares to Treasury in Ongoing Buyback
Positive
Mar 10, 2026
GSK has repurchased 516,000 ordinary shares on 9 March 2026 via BNP Paribas as part of its ongoing share buyback programme, paying a volume-weighted average price of 2,028.51p per share and placing the stock into treasury, a move that incrementall...
Business Operations and StrategyStock Buyback
GSK Adds to Buyback, Lifts Treasury Stake to Just Over 6%
Positive
Mar 10, 2026
GSK plc has repurchased 516,000 of its ordinary shares on 9 March 2026 through BNP Paribas, at a volume-weighted average price of 2,028.51 pence per share, with the shares to be held in treasury as part of its ongoing buyback programme. Since the ...
Business Operations and StrategyExecutive/Board Changes
GSK Adds Elizabeth McKee Anderson to Corporate Responsibility Committee
Positive
Mar 9, 2026
GSK plc has updated its board governance structure by appointing Elizabeth McKee Anderson to the Corporate Responsibility Committee, effective 9 March 2026. Anderson already serves on the Audit Risk and Remuneration committees, so her expanded ro...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Adds 690,000 Shares to Treasury in Ongoing Buyback Programme
Positive
Mar 9, 2026
GSK plc has repurchased 690,000 of its ordinary shares on 6 March 2026 under its ongoing share buyback programme, using BNP Paribas as broker, at a volume‑weighted average price of 2,048.95 pence. The shares will be held in treasury, bringin...
Business Operations and StrategyProduct-Related Announcements
GSK Licenses Rare Liver Disease Drug Linerixibat to Alfasigma in Up to $960 Million Deal
Positive
Mar 9, 2026
GSK has licensed worldwide exclusive rights for linerixibat, an investigational ileal bile acid transporter inhibitor for cholestatic pruritus in primary biliary cholangitis, to Italian drugmaker Alfasigma. The deal allows GSK to narrow its hepato...
Financial DisclosuresRegulatory Filings and ComplianceShareholder Meetings
GSK Files 2025 Form 20-F and Opens Access to Audited Results
Neutral
Mar 6, 2026
GSK plc has filed its 2025 Annual Report on Form 20-F with the U.S. Securities and Exchange Commission, providing audited financial statements for the year ended 31 December 2025. The report is accessible online via the company’s website and...
Stock Buyback
GSK Adds 650,000 Shares to Treasury in Ongoing Buyback Programme
Neutral
Mar 6, 2026
GSK plc has repurchased 650,000 ordinary shares on 5 March 2026 under its ongoing share buyback programme, at prices between 2,072p and 2,135p and a volume-weighted average price of 2,102.05p. The shares will be held in treasury, taking total buyb...
Financial DisclosuresRegulatory Filings and ComplianceShareholder Meetings
GSK Files 2025 Annual Report and Sets Timeline for AGM Materials
Neutral
Mar 5, 2026
GSK has published its Annual Report for the year ended 31 December 2025 on its dedicated reporting website, fulfilling key UK regulatory obligations by also submitting the document to the Financial Conduct Authority’s National Storage Mechan...
Business Operations and StrategyStock Buyback
GSK boosts treasury stock as buyback lifts treasury-held voting rights to 6.04%
Positive
Mar 5, 2026
GSK plc has repurchased 550,000 ordinary shares on 4 March 2026 through BNP Paribas as part of its ongoing share buyback programme, paying a volume-weighted average price of 2,129.91 pence per share. The shares, with prices ranging between 2,109 a...
Regulatory Filings and Compliance
GSK Discloses ADS Purchase by Chief People Officer Under Pension Plan
Neutral
Mar 4, 2026
GSK disclosed that Chief People Officer Diana Conrad acquired 11.569 American Depositary Shares in the company at a price of $58.6439 per ADS through the GSK pension plan on 2 March 2026. The transaction, conducted on the New York Stock Exchange, ...
Business Operations and StrategyM&A Transactions
GSK Buys RAPT Therapeutics to Bolster Long-Acting Food Allergy Pipeline
Positive
Mar 3, 2026
GSK has completed its $2.2 billion acquisition of RAPT Therapeutics, securing global rights outside Greater China to ozureprubart, a long-acting anti-IgE monoclonal antibody in phase IIb development for prophylactic protection against food allerge...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Continues Buyback With £10.9m Treasury Share Purchase
Positive
Mar 3, 2026
GSK plc has repurchased 500,000 of its ordinary shares on 2 March 2026 through BNP Paribas, at a volume‑weighted average price of 2,180.14p, with the shares to be held in treasury as part of its ongoing buyback programme. Since 17 February 2...
Regulatory Filings and Compliance
GSK Updates Market on Total Voting Rights and Share Capital
Neutral
Mar 2, 2026
GSK has confirmed that as of 28 February 2026 its issued share capital comprised 4,316,162,488 ordinary shares, of which 244,027,094 are held in treasury, resulting in 4,072,135,394 voting rights. This disclosure, made in line with UK financial tr...
Stock BuybackRegulatory Filings and Compliance
GSK Expands Share Buyback, Lifts Treasury Stock to Nearly 6% of Voting Rights
Positive
Mar 2, 2026
GSK plc has continued execution of its share buyback programme, repurchasing 430,000 ordinary shares on 27 February 2026 via BNP Paribas at a volume-weighted average price of 2,179.36 pence, with the shares to be held in treasury. Since the progra...
Business Operations and StrategyStock Buyback
GSK Expands Share Buyback, Lifting Treasury Stock to Nearly 6% of Voting Rights
Positive
Feb 24, 2026
GSK has continued its share buyback activity, repurchasing 462,000 ordinary shares on 23 February 2026 through BNP Paribas at a volume-weighted average price of 2,200.95 pence, with the lowest and highest prices paid at 2,184 and 2,213 pence respe...
Stock BuybackRegulatory Filings and Compliance
GSK Expands Share Buyback, Lifts Treasury Holdings to 5.93% of Voting Rights
Positive
Feb 23, 2026
GSK has continued its share buyback efforts, repurchasing 467,000 ordinary shares on 20 February 2026 through BNP Paribas at prices between 2,200.00p and 2,242.00p, with a volume-weighted average of 2,223.53p. The shares will be held in treasury a...
Regulatory Filings and Compliance
GSK Director Wendy Becker Increases Stake with Share Purchase
Positive
Feb 20, 2026
GSK plc disclosed that independent non-executive director Wendy Becker purchased 3,334 ordinary shares in the company on 20 February 2026. The transaction was executed on the London Stock Exchange at a price of £22.1926 per share and represen...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK lifts treasury stake with latest £10.5m share buyback
Positive
Feb 20, 2026
GSK plc has repurchased 470,000 of its ordinary shares on 19 February 2026 via BNP Paribas under its existing share buyback programme, paying a volume-weighted average price of 2,243.09p and retaining the stock as treasury shares. This latest tran...
Executive/Board ChangesRegulatory Filings and Compliance
GSK Reports Deferred Award Payout to Chief Scientific Officer Tony Wood
Neutral
Feb 19, 2026
GSK disclosed that its Chief Scientific Officer, Tony Wood, received a cash payment following the vesting of a deferred investment award linked to notional ordinary shares granted in 2021. The payment, amounting to just over £204,000 before t...
Stock Buyback
GSK Adds 410,000 Shares to Treasury in Ongoing Buyback
Neutral
Feb 19, 2026
GSK has continued its existing share buyback programme, repurchasing 410,000 ordinary shares on 18 February 2026 through BNP Paribas at a volume‑weighted average price of 2,268.77 pence, with the shares to be held in treasury. The transactio...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
GSK Adds 420,000 Shares to Treasury in Latest Buyback
Positive
Feb 18, 2026
GSK plc has repurchased 420,000 ordinary shares at a volume‑weighted average price of 2,231.39 pence per share on 17 February 2026 under its existing share buyback programme, acting through broker BNP Paribas SA. The shares will be held in t...
Executive/Board ChangesRegulatory Filings and Compliance
GSK Discloses ADS Vesting and Tax-Related Share Sale by U.S. President
Neutral
Feb 17, 2026
GSK has disclosed that Maya Martinez-Davis, its President for the U.S. business, received the vesting of American Depositary Share awards granted in 2020 under the company’s 2017 Performance Share Plan following a voluntary three-year deferr...
Executive/Board ChangesFinancial Disclosures
GSK executive awards vest at 82% after strong sales, profit and ESG performance
Positive
Feb 17, 2026
GSK has disclosed the vesting of awards under its 2017 Performance Share Plan for senior executives, following a three-year performance period from 2023 to 2025. The plan, which links long-term incentives to metrics such as total shareholder retur...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK Wins EU Nod for First Ultra-Long-Acting Biologic in Severe Asthma
Positive
Feb 17, 2026
GSK has secured European Commission approval for Exdensur (depemokimab), the first ultra-long-acting biologic in the EU for severe asthma with type 2 inflammation and for severe chronic rhinosinusitis with nasal polyps, as an add-on to existing th...
Business Operations and StrategyStock Buyback
GSK Launches Fourth £0.45 Billion Tranche of £2 Billion Share Buyback
Positive
Feb 17, 2026
GSK has launched the fourth tranche of its previously announced £2 billion share buyback programme, initiating a repurchase of up to £0.45 billion of its ordinary shares. The latest tranche, conducted under a non‑discretionary agre...
Business Operations and StrategyExecutive/Board Changes
GSK Ties 2026 Executive Share Awards to Growth, Pipeline and TSR Benchmarks
Positive
Feb 16, 2026
GSK has granted 2026 performance share plan awards to senior executives, including CEO Luke Miels and CFO Julie Brown, under its 2017 Performance Share Plan, with vesting over the 2026–2028 period based on a mix of financial, pipeline, ESG a...
Business Operations and StrategyExecutive/Board Changes
GSK Grants Long-Term Notional Share Awards to New Executive Committee Members
Positive
Feb 16, 2026
GSK has granted notional share awards under its Deferred Investment Award programme to two newly appointed Executive Committee members, President of Europe Lynn Baxter and Chief Patient Officer Mondher Mahjoubi. The awards, each covering 3,020 not...
Business Operations and StrategyExecutive/Board Changes
GSK ties executive bonuses more tightly to long-term equity performance
Positive
Feb 16, 2026
GSK has granted deferred annual bonus awards in the form of ordinary shares and American depositary shares to its executive directors and senior executives under its 2017 Deferred Annual Bonus Plan. The plan, operating under the shareholder-approv...
Executive/Board ChangesRegulatory Filings and Compliance
GSK Executives Vest Deferred Bonus Share Awards and Sell Stock to Cover Taxes
Neutral
Feb 11, 2026
GSK has disclosed the vesting and exercise of 2023 Deferred Annual Bonus Plan awards for senior executives, including CEO Luke Miels, Chief People Officer Diana Conrad and Group General Counsel James Ford. The awards, structured as nil-cost option...
Executive/Board ChangesRegulatory Filings and Compliance
GSK discloses senior executive payouts from deferred share awards
Neutral
Feb 11, 2026
GSK has disclosed transactions involving senior management under its Deferred Investment Award Programme, following the vesting of the final 25% of awards granted in February 2021. Chief executive officer Luke Miels and ViiV Healthcare CEO and GSK...
Executive/Board ChangesRegulatory Filings and Compliance
GSK Discloses Executive Share Award Vesting and Tax-Related Sales
Neutral
Feb 11, 2026
GSK plc has reported the vesting of conditional share and American Depositary Share awards granted in 2023 under its Share Value Plan to several senior executives, including the presidents for Europe, International, the U.S. and Global Product Str...
Other
GSK Executives Add Shares Through Routine Reward Plan Purchases
Positive
Feb 11, 2026
GSK has disclosed a series of routine share acquisitions by several senior executives, including its European president, chief financial officer and other top managers, under the company’s Share Reward Plan. Each individual acquired 12 ordin...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK Seeks Chinese Approval for First RSV Vaccine for Older Adults
Positive
Feb 10, 2026
GSK has announced that China’s Center for Drug Evaluation has accepted the regulatory application for its RSV vaccine Arexvy to prevent lower respiratory tract disease in adults aged 60 and older. If approved, Arexvy would become the first R...
Regulatory Filings and Compliance
GSK Reports Director’s Notional ADS Reallocation in Savings Plan
Neutral
Feb 9, 2026
GSK disclosed a transaction by non-executive director Dr Hal Barron involving American Depositary Shares linked to his participation in the GSK Executive Supplemental Savings Plan. The filing reports the disposal of notional ADSs on 5 February 202...
Other
GSK Chair Sir Jonathan Symonds Buys Additional Shares in the Company
Positive
Feb 6, 2026
GSK plc has disclosed that its Non-Executive Chair, Sir Jonathan Symonds, purchased 2,500 ordinary shares of the company on 5 February 2026 on the London Stock Exchange at a price of £21.14 per share. The insider share purchase may be interpr...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK Wins EU Approval for Nucala in High‑Risk COPD, Extending Respiratory Biologics Lead
Positive
Feb 6, 2026
GSK has secured European Commission approval for its monoclonal antibody Nucala (mepolizumab) as an add‑on maintenance treatment for adults with uncontrolled chronic obstructive pulmonary disease (COPD) characterised by raised blood eosinoph...
Regulatory Filings and Compliance
GSK Discloses Share Sales by Senior Executive and Associated Insider
Neutral
Feb 5, 2026
GSK has disclosed share transactions involving senior personnel, as required under market regulations. David Redfern, President of Corporate Development, sold 100,000 ordinary shares in GSK at £21.09 each on 5 February 2026 on the London Stoc...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
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This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.