Nisa Investment Advisors LLC trimmed its stake in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) by 20.6% during the third quarter, Holdings Channel.com reports. The firm owned 38,448 shares of the medical device company’s stock after selling 10,005 shares during the period. Nisa Investment Advisors LLC’s holdings in DexCom were worth $2,587,000 at the end of the most recent reporting period.
Other large investors also recently made changes to their positions in the company. Argonautica Private Wealth Management Inc. raised its position in shares of DexCom by 8.0% in the 3rd quarter. Argonautica Private Wealth Management Inc. now owns 6,419 shares of the medical device company’s stock valued at $432,000 after acquiring an additional 476 shares during the period. Cardinal Capital Management raised its holdings in DexCom by 3.3% during the 3rd quarter. Cardinal Capital Management now owns 48,847 shares of the medical device company’s stock worth $3,287,000 after buying an additional 1,575 shares during the period. Moran Wealth Management LLC boosted its stake in DexCom by 443.2% in the 3rd quarter. Moran Wealth Management LLC now owns 153,333 shares of the medical device company’s stock worth $10,318,000 after purchasing an additional 125,104 shares during the period. KLP Kapitalforvaltning AS lifted its holdings in shares of DexCom by 0.3% in the third quarter. KLP Kapitalforvaltning AS now owns 144,300 shares of the medical device company’s stock valued at $9,710,000 after purchasing an additional 400 shares in the last quarter. Finally, DSM Capital Partners LLC grew its holdings in shares of DexCom by 76.5% during the third quarter. DSM Capital Partners LLC now owns 2,533,539 shares of the medical device company’s stock worth $170,482,000 after buying an additional 1,098,243 shares in the last quarter. Institutional investors and hedge funds own 97.75% of the company’s stock.
More DexCom News
Here are the key news stories impacting DexCom this week:
- Positive Sentiment: Preliminary Q4/FY‑2025 results and initial 2026 outlook show revenue guidance above consensus — Q4 ~ $1.3B vs. ~$1.2B consensus; FY‑2025 ~ $4.7B and FY‑2026 guidance of $5.2B–$5.3B, signaling continued top‑line growth. Dexcom Reports Preliminary Results and Initial 2026 Outlook
- Neutral Sentiment: CEO Jake Leach gave a CNBC interview outlining the 2026 outlook, device roadmap and comments on GLP‑1s; useful for guidance color but likely to be parsed cautiously by investors worried about competitive impacts. Watch CNBC’s exclusive interview with Dexcom CEO Jake Leach
- Neutral Sentiment: Presentation materials and transcript from the J.P. Morgan Healthcare Conference provide detail on product pipeline, reimbursement progress and commercial execution — supportive long term but not an immediate catalyst. J.P. Morgan conference transcript J.P. Morgan slideshow
- Neutral Sentiment: Reported short‑interest data for January appears to contain errors (showing 0 shares / NaN changes); nothing reliable to indicate a meaningful short squeeze or capitulation signal. (Data caution.)
- Negative Sentiment: Barclays downgraded DXCM from Equal Weight to Underweight and cut its price target to $71 from $80, citing rising competitive risks — a clear near‑term negative for sentiment and a likely driver of the intraday sell‑off. Barclays downgrades DexCom (DXCM)
Insider Buying and Selling
Analyst Upgrades and Downgrades
A number of analysts have recently commented on the stock. BTIG Research cut their price objective on shares of DexCom from $109.00 to $85.00 and set a “buy” rating on the stock in a research report on Friday, October 31st. Robert W. Baird set a $82.00 price target on shares of DexCom in a research report on Friday, October 31st. Argus lowered their price objective on shares of DexCom from $100.00 to $90.00 and set a “buy” rating on the stock in a research note on Friday, November 7th. Wall Street Zen downgraded DexCom from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 16th. Finally, Citigroup reissued a “buy” rating and issued a $77.00 price target (up from $75.00) on shares of DexCom in a report on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $86.30.
Get Our Latest Stock Analysis on DXCM
DexCom Stock Down 1.0%
Shares of DXCM opened at $70.25 on Wednesday. The stock has a market capitalization of $27.40 billion, a PE ratio of 39.03, a P/E/G ratio of 1.28 and a beta of 1.48. DexCom, Inc. has a 12 month low of $54.11 and a 12 month high of $93.25. The company has a current ratio of 1.56, a quick ratio of 1.38 and a debt-to-equity ratio of 0.45. The firm’s 50 day moving average is $64.31 and its 200-day moving average is $71.79.
DexCom (NASDAQ:DXCM – Get Free Report) last released its earnings results on Thursday, October 30th. The medical device company reported $0.61 earnings per share for the quarter, beating analysts’ consensus estimates of $0.57 by $0.04. The firm had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.18 billion. DexCom had a return on equity of 30.65% and a net margin of 15.96%.The company’s revenue was up 21.6% compared to the same quarter last year. During the same period in the prior year, the company posted $0.45 EPS. Equities research analysts forecast that DexCom, Inc. will post 2.03 EPS for the current year.
DexCom Company Profile
DexCom, Inc is a medical device company that develops, manufactures and distributes continuous glucose monitoring (CGM) systems for people with diabetes. Its products are designed to provide near real-time glucose readings, trend information and alerts to help patients and clinicians manage insulin dosing and reduce hypoglycemia and hyperglycemia. The company’s offerings combine wearable glucose sensors, wireless transmitters and software applications that deliver data to smartphones, dedicated receivers and cloud-based platforms for remote monitoring.
Founded in 1999 and headquartered in San Diego, California, DexCom has focused its business on advancing CGM technology and expanding clinical use beyond traditional insulin-dependent populations.
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