GlaxoSmithKline (GB:GSK)
LSE:GSK
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GlaxoSmithKline
(LSE:GSK)
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Rating:69Neutral
Price Target:
2,121.00 p
▼(-0.19% Downside)
Action:DowngradedDate:02/06/26
The score is driven primarily by strong profitability and improving recent fundamentals, supported by constructive 2026 guidance and pipeline momentum. Valuation is reasonable with a modest yield, while the main constraint is technical overbought risk and ongoing balance-sheet/earnings-consistency considerations.
Positive Factors
High margins and strong profitability
Sustained high gross and operating margins provide durable earnings resilience and cash generation capacity. Margin strength from portfolio mix and supply efficiencies supports reinvestment in R&D, sustains dividends and buybacks, and reduces sensitivity to modest top-line variability.
Negative Factors
Elevated leverage vs. equity
Persistently above-average leverage limits financial flexibility over the medium term. Higher debt increases interest exposure and reduces headroom for opportunistic M&A or buffer against cyclical shocks, making capital allocation choices (buybacks, dividend increases) more sensitive to cash-flow swings.
Read all positive and negative factors
Positive Factors
Negative Factors
High margins and strong profitability
Sustained high gross and operating margins provide durable earnings resilience and cash generation capacity. Margin strength from portfolio mix and supply efficiencies supports reinvestment in R&D, sustains dividends and buybacks, and reduces sensitivity to modest top-line variability.
Read all positive factors
GlaxoSmithKline (GSK) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£84.92B
Dividend Yield3.29%
Average Volume (3M)8.54M
Price to Earnings (P/E)12.9
Beta (1Y)1.07
Revenue Growth2.73%
EPS Growth119.38%
CountryUK
Employees68,629
SectorHealthcare
Sector Strength45
IndustryDrug Manufacturers - General
Share Statistics
EPS (TTM)0.26
Shares Outstanding4,059,057,000
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
£2,019.00Price Target Upside-4.99% Downside
Rating ConsensusHold
Number of Analyst Covering12
EPS Forecast (FY)1.79
Revenue Forecast (FY)£33.88B
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:Feb 04, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Apr 29, 2026
Earnings Call Sentiment Positive
Overall the call conveys a predominantly positive outlook: the company reported solid 2025 financial performance (sales +7%, core op profit +11%, EPS +12%), strong cash generation, continued pipeline momentum (5 FDA approvals, 7 new pivotal trials, multiple Phase III starts planned), and affirmative 2026 guidance (sales +3%–5%, core profit/EPS +7%–9%). Key growth drivers are specialty medicines (up 17%), oncology, HIV long-acting injectables, and vaccines ex‑U.S. Notable challenges include product-specific declines (e.g., ZEJULA), launch cadence and coordination issues for BLENREP and Exdensur, one-off Q4 charges (£300m), Zantac-related cash outflows (£1.9bn total), currency exposure (potential −3% sales/−6% op profit), and ongoing pricing/generic pressures in GenMed. On balance, the breadth of positive financial metrics, strong cash flow, clear pipeline milestones and constructive guidance outweigh the flagged headwinds.Positive Updates
Strong Top-Line Growth
Full-year sales up 7% to >£32 billion (FY2025). 2026 headline guidance: sales growth 3%–5% at constant exchange rates.
Negative Updates
Product-Specific Revenue Pressures
ZEJULA sales decreased due to FDA labeling restrictions (no % disclosed). GenMed sales slightly down for the year, with expected 2026 outlook of low single-digit decline to stable driven by pricing pressure and generic competition.
Read all updates
Q4-2025 Updates
Positive
Negative
Strong Top-Line Growth
Full-year sales up 7% to >£32 billion (FY2025). 2026 headline guidance: sales growth 3%–5% at constant exchange rates.
Read all positive updates
Company Guidance
GSK guided 2026 to "another year of top-line growth" with sales growth of 3–5% at constant exchange rates, core operating profit and core EPS each expected to grow 7–9%, and a dividend raised to 70p (a 6% increase); product-area guidance sees specialty growing low double-digits (HIV mid‑ to high‑single digits) while vaccines and General Medicines are expected to be low single‑digit decline to stable, with sales evenly phased through the year. On the P&L, gross margin should continue to benefit from supply‑chain efficiencies and the shift to specialty, SG&A is expected to grow low single‑digit, R&D to grow ahead of sales, interest and tax charges to increase (partly offsetting EPS via the share buyback), and operating‑profit phasing is skewed to H2 reflecting GBP300m of Q4’25 productivity charges and the Q2 annualisation of the RSV settlement. Management warned of currency headwinds at Jan‑28 closing rates (≈‑3% on sales and ≈‑6% on operating profit), reiterated that mid‑point guidance implies an 8% sales CAGR and 13% operating‑profit CAGR for 2021–26, and said cash generation is on track for >GBP10bn in 2026 (CFO GBP8.9bn or >GBP10bn ex‑Zantac; FCF GBP4bn or >GBP5bn ex‑Zantac), with net debt/EBITDA around 1.3x and remaining shareholder buyback of GBP0.6bn to complete in H1.GlaxoSmithKline Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
60
Neutral
Cash Flow
67
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 32.67B | 31.38B | 30.33B | 29.32B | 24.70B |
| Gross Profit | 23.70B | 21.90B | 21.25B | 19.46B | 16.34B |
| EBITDA | 11.88B | 6.67B | 9.14B | 8.63B | 6.45B |
| Net Income | 5.72B | 2.58B | 4.93B | 14.96B | 4.38B |
Balance Sheet | |||||
| Total Assets | 61.12B | 59.46B | 59.01B | 60.15B | 79.10B |
| Cash, Cash Equivalents and Short-Term Investments | 3.41B | 3.89B | 5.69B | 7.88B | 4.33B |
| Total Debt | 17.72B | 17.15B | 18.02B | 20.99B | 24.17B |
| Total Liabilities | 45.09B | 46.38B | 46.21B | 50.05B | 57.76B |
| Stockholders Equity | 16.38B | 13.67B | 13.35B | 10.60B | 15.05B |
Cash Flow | |||||
| Free Cash Flow | 5.96B | 3.57B | 4.42B | 5.14B | 5.02B |
| Operating Cash Flow | 7.30B | 6.55B | 6.77B | 7.40B | 7.95B |
| Investing Cash Flow | -5.85B | -1.23B | -1.59B | -8.77B | -1.78B |
| Financing Cash Flow | -1.63B | -4.73B | -5.64B | 823.00M | -7.59B |
GlaxoSmithKline Technical Analysis
Positive
2125.00
Price Trends
2074.19
Positive
1939.93
Positive
1711.95
Positive
Market Momentum
12.26
Negative
59.48
Neutral
81.30
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:GSK, the sentiment is Positive. The current price of 2125 is above the 20-day moving average (MA) of 2038.65, above the 50-day MA of 2074.19, and above the 200-day MA of 1711.95, indicating a bullish trend. The MACD of 12.26 indicates Negative momentum. The RSI at 59.48 is Neutral, neither overbought nor oversold. The STOCH value of 81.30 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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 |
|---|---|---|---|---|---|---|---|
73 Outperform | £235.97B | 28.13 | 23.00% | 1.53% | 10.20% | 40.57% | |
70 Outperform | £10.46B | 22.64 | 11.79% | 2.35% | 2.51% | 56.56% | |
69 Neutral | £84.92B | 12.93 | 37.19% | 3.29% | 2.73% | 119.38% | |
67 Neutral | £32.88B | 20.15 | 6.43% | 1.51% | -2.12% | 42.10% | |
59 Neutral | £2.84B | 11.21 | 15.83% | 4.16% | 3.73% | 27.13% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
* Healthcare Sector Average
GB:GSK
GlaxoSmithKline
2,125.00
910.35
74.95%
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1,314.00
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GB:SN
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1,226.50
310.38
33.88%
GB:BXP
Beximco Pharmaceuticals Limited Sponsored GDR RegS
42.50
5.00
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GB:HLN
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368.90
17.79
5.07%
GlaxoSmithKline Corporate Events
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...
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
GSK Posts Strong 2025 Results, Raises Dividend and Reaffirms Growth Outlook
Positive
Feb 4, 2026
GSK reported a strong 2025, with total sales rising 7% at constant exchange rates to £32.7 billion, driven by a 17% surge in Specialty Medicines, including double-digit growth in respiratory, immunology and inflammation, oncology and HIV, whi...
Regulatory Filings and Compliance
GSK Updates Market on Total Voting Rights and Share Capital
Neutral
Feb 2, 2026
GSK has disclosed that, as of 31 January 2026, its issued share capital comprises 4,316,103,805 ordinary shares, of which 240,019,489 are held in treasury, leaving 4,076,084,316 shares carrying voting rights. The updated voting rights figure provi...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK Wins EU Approval to Use RSV Vaccine Arexvy in All Adults 18+
Positive
Jan 26, 2026
GSK has secured European Commission approval to expand the use of its adjuvanted recombinant RSV vaccine, Arexvy, to all adults aged 18 and over, broadening access beyond earlier indications limited to older adults and those 50–59 at increas...
Business Operations and StrategyM&A Transactions
GSK to Acquire RAPT Therapeutics in $2.2bn Deal to Boost Food Allergy Pipeline
Positive
Jan 20, 2026
GSK has agreed to acquire California-based RAPT Therapeutics in a cash deal valuing the target’s equity at about $2.2 billion, netting GSK global rights (excluding Greater China) to ozureprubart, a long-acting anti-IgE monoclonal antibody in...
Business Operations and StrategyM&A Transactions
GSK and Shionogi Buy Out Pfizer’s Stake in HIV Specialist ViiV Healthcare
Positive
Jan 20, 2026
GSK and Japan’s Shionogi have agreed, together with Pfizer, to restructure the ownership of ViiV Healthcare, the specialist HIV company jointly created in 2009, in a move that consolidates control between the two remaining partners and remov...
Dividends
GSK Executives Increase Holdings via Dividend Reinvestment in ADSs
Positive
Jan 16, 2026
GSK has disclosed several transactions in which senior leaders, including non-executive director Dr Hal Barron, SVP and Group General Counsel James Ford, US President Maria Martinez-Davis and Chief Digital and Technology Officer Shobie Ramakrishna...
DividendsRegulatory Filings and Compliance
GSK Executives Reinvest Dividends in Additional Company Shares
Neutral
Jan 15, 2026
GSK plc disclosed that President of Corporate Development David Redfern and Senior Vice President Company Secretary Victoria Whyte have each acquired small numbers of GSK ordinary shares through the automatic reinvestment of dividends within indi...
DividendsRegulatory Filings and Compliance
GSK Executives Reinvest Dividends into Company Shares via Reward Plan
Neutral
Jan 13, 2026
GSK plc has disclosed a series of transactions in which senior executives and a person closely associated with one executive acquired small numbers of GSK ordinary shares through the automatic reinvestment of dividends paid on 8 January 2026 under...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK Wins EU Approval for Prefilled Syringe Version of Shingrix
Positive
Jan 7, 2026
GSK has secured European Commission approval for a new prefilled syringe presentation of its shingles vaccine Shingrix, which is already authorised in the EU for prevention of herpes zoster and post-herpetic neuralgia in adults at risk, marking an...
Business Operations and StrategyProduct-Related Announcements
GSK’s Bepirovirsen Hits Phase III Targets, Paving Way for First Finite Therapy for Chronic Hepatitis B
Positive
Jan 7, 2026
GSK has reported positive topline data from its pivotal Phase III B-Well 1 and B-Well 2 trials of bepirovirsen, an investigational antisense oligonucleotide being developed as a finite, six‑month treatment for chronic hepatitis B (CHB), a co...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
GSK Wins Japan Nod for First Ultra-Long-Acting Biologic Exdensur in Severe Asthma and CRSwNP
Positive
Jan 6, 2026
GSK has secured Japanese approval for Exdensur (depemokimab), the country’s first ultra-long-acting biologic for severe or refractory bronchial asthma and chronic rhinosinusitis with nasal polyps, adding to prior clearances in the US and UK ...
Other
GSK Executives Exercise Share Save Options to Acquire Additional Stock
Neutral
Jan 5, 2026
GSK plc has disclosed that David Redfern, President of Corporate Development, and Victoria Whyte, Senior Vice President and Company Secretary, have each acquired 790 ordinary shares in the company through the exercise of options under GSK’s ...
Regulatory Filings and Compliance
GSK Confirms Total Voting Rights at Year-End 2025
Neutral
Jan 5, 2026
GSK has disclosed that, as of 31 December 2025, its issued share capital comprised 4,315,445,026 ordinary shares of 31¼ pence each, of which 240,019,489 are held in treasury. This leaves a total of 4,075,425,537 voting rights in the company, ...
Business Operations and StrategyProduct-Related Announcements
GSK Wins China COPD Approval for Nucala, Expanding Respiratory Biologic Footprint
Positive
Jan 5, 2026
GSK has secured approval from China’s National Medical Products Administration for its biologic Nucala (mepolizumab) as an add-on maintenance treatment for adults with chronic obstructive pulmonary disease characterised by elevated blood eos...
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.
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