GSK Slides as Weak Vaccine Sales Overshadow Quarterly Beat

By: Quiver PriceTracker

Posted: 21 hours ago / Oct. 28, 2026 2:51 p.m. UTC

GSK

GSK plc (GSK) is down 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied to investors looking past a modest third-quarter earnings beat and focusing instead on softer vaccines performance, lower reported profit, and a guidance outlook that was reaffirmed rather than raised. This could also reflect disappointment that growth in specialty medicines was not enough to offset concerns around key vaccine brands and higher financing costs.

Details:

GSK’s third-quarter sales rose to about £8.9 billion, with core operating profit and core earnings per share slightly ahead of market expectations.

Vaccines revenue fell 2% in the quarter, with Shingrix down 5% and Arexvy down 24%, which likely stood out as a negative signal for investors.

Reported operating profit dropped 16% and total earnings per share fell 21%, with restructuring charges tied to the company’s Accelerate Growth program weighing on the reported figures.

GSK kept its 2026 guidance unchanged at 3% to 5% turnover growth and 7% to 9% growth in core operating profit and core EPS, which may have limited enthusiasm after the quarter.

Sources:

GSK, MarketScreener, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

EARLY ACCESS

Receive GSK Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$GSK Hedge Fund Activity

We have seen 464 institutional investors add shares of $GSK stock to their portfolio, and 446 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DODGE & COX removed 10,465,460 shares (-17.8%) from their portfolio in Q2 2026, for an estimated $548,599,413
HOLOCENE ADVISORS, LP removed 5,518,433 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $289,276,257
ACADIAN ASSET MANAGEMENT LLC removed 5,136,651 shares (-43.5%) from their portfolio in Q2 2026, for an estimated $269,263,245
MORGAN STANLEY removed 3,373,089 shares (-30.6%) from their portfolio in Q2 2026, for an estimated $176,817,325
GOLDMAN SACHS GROUP INC removed 3,217,672 shares (-33.6%) from their portfolio in Q2 2026, for an estimated $168,670,366
FMR LLC removed 2,700,005 shares (-4.0%) from their portfolio in Q2 2026, for an estimated $141,534,262
POINT72 ASSET MANAGEMENT, L.P. added 2,652,881 shares (+inf%) to their portfolio in Q2 2026, for an estimated $139,064,022

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.