DexCom, Inc. $DXCM Stake Boosted by Bokf Na

Bokf Na grew its position in shares of DexCom, Inc. (NASDAQ:DXCM) by 78.7% during the third quarter, Holdings Channel.com reports. The fund owned 19,202 shares of the medical device company’s stock after purchasing an additional 8,454 shares during the quarter. Bokf Na’s holdings in DexCom were worth $1,657,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Mather Group LLC. increased its stake in DexCom by 27.7% in the 3rd quarter. Mather Group LLC. now owns 563 shares of the medical device company’s stock valued at $49,000 after buying an additional 122 shares during the last quarter. Fifth Third Wealth Advisors LLC increased its position in shares of DexCom by 2.8% during the third quarter. Fifth Third Wealth Advisors LLC now owns 5,510 shares of the medical device company’s stock valued at $475,000 after acquiring an additional 150 shares during the last quarter. Elevation Wealth Partners LLC lifted its holdings in DexCom by 61.0% during the third quarter. Elevation Wealth Partners LLC now owns 401 shares of the medical device company’s stock worth $35,000 after acquiring an additional 152 shares during the period. MassMutual Private Wealth & Trust FSB lifted its holdings in DexCom by 15.4% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 1,147 shares of the medical device company’s stock worth $77,000 after acquiring an additional 153 shares during the period. Finally, Simplicity Wealth LLC boosted its position in DexCom by 5.4% in the third quarter. Simplicity Wealth LLC now owns 3,169 shares of the medical device company’s stock worth $273,000 after purchasing an additional 162 shares during the last quarter. Institutional investors own 97.75% of the company’s stock.

Insider Activity at DexCom

In other DexCom news, Director Nicholas Augustinos sold 6,539 shares of DexCom stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $84.04, for a total transaction of $549,537.56. Following the completion of the sale, the director directly owned 29,293 shares in the company, valued at $2,461,783.72. The trade was a 18.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael Brown sold 1,700 shares of the business’s stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $85.48, for a total transaction of $145,316.00. Following the completion of the transaction, the executive vice president directly owned 98,185 shares of the company’s stock, valued at approximately $8,392,853.80. This represents a 1.70% 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. Insiders have sold 24,822 shares of company stock valued at $2,090,833 in the last ninety days. Insiders own 0.28% of the company’s stock.

DexCom News Roundup

Here are the key news stories impacting DexCom this week:

• Positive Sentiment: Quarterly results exceeded expectations. DexCom reported revenue of approximately $1.34 billion, up 11.1% year over year, and adjusted earnings of $0.73 per share, surpassing analyst estimates of $0.68. U.S. revenue grew 14%, supported by demand for its continuous glucose monitoring products and adoption of the G7 15 Day system. DexCom Stock Up on Q3 Earnings & Revenue Beat, Margins Rise
• Positive Sentiment: Margins improved materially. Non-GAAP operating margin reached 25.3%, while gross profit increased 18.2% and operating profit rose 34.9% year over year. The stronger earnings profile likely reinforced confidence in DexCom’s growth and cost management. DexCom Q3 2026 Earnings
• Positive Sentiment: Full-year outlook was raised. Management increased the midpoint of its 2026 revenue forecast to a range of $5.20 billion to $5.25 billion and lifted operating-margin and adjusted-EBITDA-margin guidance.
• Positive Sentiment: Shareholder returns received a boost. DexCom authorized a new $1.0 billion share buyback, which could support earnings per share and signal management’s confidence in cash generation. DexCom Announces $1 Billion Equity Buyback
• Positive Sentiment: Analyst sentiment improved. Barclays raised its price target from $115 to $120 while maintaining an “overweight” rating, citing potential upside following the results and improved outlook.
• Neutral Sentiment: Institutional ownership data showed substantial buying by several funds, including Invesco and Arrowstreet, but also significant reductions by other investors. This suggests mixed positioning rather than a clear institutional consensus.
• Negative Sentiment: Insider selling remains a cautionary signal. DexCom insiders reported 26 open-market sales and no purchases over the past six months. A recent sale by EVP Sadie Stern was made under a pre-arranged Rule 10b5-1 plan, reducing its predictive value, but the broader pattern may limit enthusiasm among some investors.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. UBS Group set a $96.00 price objective on DexCom and gave the company a “buy” rating in a research note on Tuesday, July 28th. Stifel Nicolaus set a $95.00 price target on shares of DexCom and gave the stock a “buy” rating in a report on Friday, July 31st. JPMorgan Chase & Co. increased their price target on shares of DexCom from $82.00 to $85.00 and gave the company a “neutral” rating in a research report on Friday. TD Cowen restated a “buy” rating and set a $95.00 price target on shares of DexCom in a research report on Friday, September 18th. Finally, Wall Street Zen upgraded shares of DexCom from a “hold” rating to a “buy” rating in a report on Sunday, September 6th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $92.91.

DexCom Stock Performance

Shares of DXCM opened at $82.29 on Friday. The stock’s 50-day simple moving average is $85.82 and its 200 day simple moving average is $74.65. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.43 and a current ratio of 1.73. DexCom, Inc. has a 52-week low of $54.11 and a 52-week high of $92.59. The stock has a market capitalization of $31.05 billion, a price-to-earnings ratio of 32.27, a price-to-earnings-growth ratio of 1.38 and a beta of 1.48.

DexCom (NASDAQ:DXCM) last issued its quarterly earnings data on Thursday, October 29th. The medical device company reported $0.73 EPS for the quarter, beating the consensus estimate of $0.68 by $0.05. The company had revenue of $1.34 billion during the quarter, compared to analysts’ expectations of $1.33 billion. DexCom had a net margin of 19.42% and a return on equity of 36.96%. DexCom’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.61 earnings per share. Research analysts forecast that DexCom, Inc. will post 2.67 EPS for the current fiscal year.

DexCom Company Profile

DexCom, Inc develops and commercializes continuous glucose monitoring (CGM) systems for people with diabetes. Its devices use a small wearable sensor to measure glucose levels in real time and transmit readings to compatible smartphones, receivers, smartwatches, and other connected devices, helping users monitor glucose trends and make informed decisions about their health.

The company’s product portfolio includes the Dexcom G7 and Dexcom G6 CGM systems, as well as Dexcom ONE and Dexcom ONE+ products offered in select markets.