Sei Investments Co. lowered its holdings in shares of Glaukos Corporation (NYSE:GKOS – Free Report) by 11.1% in the first quarter, Holdings Channel.com reports. The institutional investor owned 161,680 shares of the medical instruments supplier’s stock after selling 20,173 shares during the period. Sei Investments Co.’s holdings in Glaukos were worth $17,407,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also modified their holdings of the company. Janus Henderson Group PLC boosted its stake in Glaukos by 183.4% in the fourth quarter. Janus Henderson Group PLC now owns 3,018,787 shares of the medical instruments supplier’s stock valued at $340,855,000 after buying an additional 1,953,578 shares in the last quarter. Primecap Management Co. CA raised its stake in Glaukos by 49.8% during the fourth quarter. Primecap Management Co. CA now owns 3,376,928 shares of the medical instruments supplier’s stock worth $381,289,000 after acquiring an additional 1,123,140 shares in the last quarter. Goldman Sachs Group Inc. raised its stake in Glaukos by 209.0% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,350,425 shares of the medical instruments supplier’s stock worth $152,476,000 after acquiring an additional 913,458 shares in the last quarter. Millennium Management LLC lifted its holdings in shares of Glaukos by 75.3% in the fourth quarter. Millennium Management LLC now owns 1,609,699 shares of the medical instruments supplier’s stock worth $181,751,000 after acquiring an additional 691,289 shares during the last quarter. Finally, UBS Group AG lifted its holdings in shares of Glaukos by 316.0% in the fourth quarter. UBS Group AG now owns 873,942 shares of the medical instruments supplier’s stock worth $98,677,000 after acquiring an additional 663,849 shares during the last quarter. 99.04% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
A number of equities research analysts have recently weighed in on GKOS shares. UBS Group initiated coverage on shares of Glaukos in a research note on Tuesday. They issued a “neutral” rating and a $150.00 price target on the stock. HC Wainwright assumed coverage on shares of Glaukos in a research report on Monday, July 6th. They set a “buy” rating and a $168.00 price objective for the company. Citigroup increased their price objective on shares of Glaukos from $162.00 to $175.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Glaukos in a research note on Friday, July 17th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Glaukos from $120.00 to $140.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Twelve equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Glaukos currently has an average rating of “Moderate Buy” and an average price target of $155.23.
Glaukos Stock Performance
Shares of GKOS stock opened at $161.97 on Thursday. The business’s 50-day moving average price is $136.63 and its 200-day moving average price is $124.40. Glaukos Corporation has a 12 month low of $73.16 and a 12 month high of $166.00. The firm has a market capitalization of $9.51 billion, a price-to-earnings ratio of -49.38 and a beta of 0.75. The company has a current ratio of 5.43, a quick ratio of 4.73 and a debt-to-equity ratio of 0.10.
Glaukos (NYSE:GKOS – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The medical instruments supplier reported ($0.14) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.21) by $0.07. The company had revenue of $185.61 million during the quarter, compared to the consensus estimate of $150.93 million. Glaukos had a negative return on equity of 6.92% and a negative net margin of 34.34%.The firm’s revenue was up 49.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted ($0.24) earnings per share. Equities research analysts forecast that Glaukos Corporation will post -0.57 EPS for the current year.
Insider Buying and Selling at Glaukos
In other news, COO Joseph E. Gilliam sold 19,573 shares of the firm’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $143.54, for a total transaction of $2,809,508.42. Following the completion of the transaction, the chief operating officer owned 73,419 shares of the company’s stock, valued at approximately $10,538,563.26. This trade represents a 21.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Alex R. Thurman sold 10,000 shares of the firm’s stock in a transaction on Thursday, July 16th. The shares were sold at an average price of $160.00, for a total transaction of $1,600,000.00. Following the transaction, the chief financial officer directly owned 43,906 shares of the company’s stock, valued at $7,024,960. The trade was a 18.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 61,273 shares of company stock valued at $9,082,003. 5.90% of the stock is owned by insiders.
More Glaukos News
Here are the key news stories impacting Glaukos this week:
- Positive Sentiment: Revenue substantially exceeded expectations: Q2 2026 net sales reached a record $185.6 million, up approximately 50% year over year and well above the roughly $151 million analyst consensus. The company’s quarterly loss of $0.14 per share was also narrower than the expected $0.21–$0.28 loss and improved from $0.24 a year earlier. Glaukos Q2 earnings report
- Positive Sentiment: Full-year outlook was raised: Glaukos forecast 2026 revenue of $680 million to $700 million, versus the prior consensus estimate of approximately $630 million. The higher outlook reinforces expectations for continued demand across its glaucoma and other eye-care products. Glaukos second-quarter financial results
- Positive Sentiment: Pipeline progress supports longer-term growth: The pivotal trial of the PRESERFLO MicroShunt for treatment-resistant glaucoma has completed enrollment, an important step toward potential regulatory and commercial expansion. PRESERFLO MicroShunt trial enrollment
- Neutral Sentiment: Analyst sentiment remains broadly favorable, with multiple buy or outperform ratings and recent price targets ranging from $150 to $175. However, UBS initiated coverage with a neutral rating and a $150 target, indicating valuation concerns after the stock’s strong run. UBS Glaukos coverage
- Negative Sentiment: Profitability and cash flow remain weak: Glaukos continues to report an operating and net loss, while operating cash flow was negative during the quarter. Continued investment and losses could limit near-term earnings upside.
- Negative Sentiment: Insider selling may weigh on sentiment: CFO Alex Thurman sold 10,000 shares for approximately $1.6 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, reducing its significance as a discretionary bearish signal, but broader recent insider activity has consisted of sales rather than purchases. Glaukos insider sale
About Glaukos
Glaukos Corporation is a medical technology company specializing in the development, manufacturing and commercialization of innovative therapies for patients with glaucoma and other chronic eye diseases. The company’s core offerings focus on micro-invasive glaucoma surgery (MIGS), designed to reduce intraocular pressure and manage glaucoma more safely and effectively than traditional surgical approaches. Glaukos’s flagship products include the iStent, iStent inject and iStent infinite trabecular micro-bypass stents, which are implanted during cataract surgery to improve aqueous outflow and help control eye pressure.
Beyond its MIGS portfolio, Glaukos has expanded into sustained drug-delivery solutions.
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