AustralianSuper Pty Ltd Increases Stock Position in Glaukos Corporation $GKOS

AustralianSuper Pty Ltd increased its position in Glaukos Corporation (NYSE:GKOS) by 10.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 449,846 shares of the medical instruments supplier’s stock after buying an additional 43,750 shares during the quarter. AustralianSuper Pty Ltd owned about 0.78% of Glaukos worth $36,685,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. State Street Corp raised its holdings in shares of Glaukos by 5.3% in the 2nd quarter. State Street Corp now owns 2,090,365 shares of the medical instruments supplier’s stock worth $215,914,000 after purchasing an additional 105,972 shares during the period. Ameriprise Financial Inc. increased its position in Glaukos by 3.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,999,252 shares of the medical instruments supplier’s stock worth $206,503,000 after purchasing an additional 68,497 shares in the last quarter. Primecap Management Co. CA increased its position in Glaukos by 50.0% during the 2nd quarter. Primecap Management Co. CA now owns 1,827,998 shares of the medical instruments supplier’s stock worth $188,814,000 after purchasing an additional 609,523 shares in the last quarter. Geode Capital Management LLC raised its holdings in Glaukos by 9.5% in the second quarter. Geode Capital Management LLC now owns 1,330,593 shares of the medical instruments supplier’s stock valued at $137,454,000 after buying an additional 115,529 shares during the period. Finally, Westfield Capital Management Co. LP lifted its position in Glaukos by 7.7% during the second quarter. Westfield Capital Management Co. LP now owns 1,167,853 shares of the medical instruments supplier’s stock valued at $120,628,000 after buying an additional 83,669 shares in the last quarter. Institutional investors and hedge funds own 99.04% of the company’s stock.

Glaukos Trading Up 4.5%

Shares of GKOS opened at $124.04 on Thursday. The company has a market capitalization of $7.12 billion, a P/E ratio of -80.55 and a beta of 0.67. Glaukos Corporation has a one year low of $73.16 and a one year high of $161.78. The company has a debt-to-equity ratio of 0.09, a quick ratio of 4.47 and a current ratio of 5.20. The stock has a 50-day moving average price of $112.34 and a 200 day moving average price of $96.59.

Glaukos (NYSE:GKOS) last posted its quarterly earnings data on Wednesday, October 29th. The medical instruments supplier reported ($0.16) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.27) by $0.11. Glaukos had a negative return on equity of 7.52% and a negative net margin of 18.65%.The company had revenue of $133.54 million for the quarter, compared to the consensus estimate of $122.55 million. During the same period in the previous year, the business earned ($0.28) EPS. Glaukos’s revenue for the quarter was up 38.1% compared to the same quarter last year. Sell-side analysts forecast that Glaukos Corporation will post -1.08 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have recently commented on GKOS shares. UBS Group raised their target price on shares of Glaukos from $140.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday, December 23rd. JPMorgan Chase & Co. raised their price objective on Glaukos from $110.00 to $120.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Stifel Nicolaus upped their target price on Glaukos from $115.00 to $160.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Citigroup increased their target price on Glaukos from $113.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $138.00 price target on shares of Glaukos in a research report on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Glaukos currently has an average rating of “Moderate Buy” and a consensus price target of $132.54.

Insider Activity at Glaukos

In related news, CEO Thomas William Burns sold 186,945 shares of Glaukos stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $115.00, for a total value of $21,498,675.00. Following the completion of the transaction, the chief executive officer directly owned 153,775 shares in the company, valued at approximately $17,684,125. This trade represents a 54.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Joseph E. Gilliam sold 19,340 shares of the business’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $90.00, for a total value of $1,740,600.00. Following the completion of the sale, the chief operating officer directly owned 92,366 shares of the company’s stock, valued at approximately $8,312,940. This represents a 17.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 329,655 shares of company stock worth $37,752,234 over the last 90 days. Company insiders own 6.40% of the company’s stock.

Key Stories Impacting Glaukos

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: FDA approval for iDose TR re‑administration — The U.S. FDA cleared an NDA supplement allowing re‑administration of the company’s sustained‑release glaucoma implant (iDose® TR). The label update expands the product’s clinical utility and supports recurring revenue potential from repeat treatments. Glaukos Announces US FDA Approval of NDA Supplement Allowing for Re-Administration of iDose TR
• Positive Sentiment: Analyst price‑target lift at BTIG — BTIG raised its price target to $131 and maintained a buy rating, signaling incremental analyst conviction and providing upside to the current trading level. This contributed to positive investor sentiment. GKOS price target raised by BTIG
• Positive Sentiment: Analyst consensus remains constructive — Market and research reports show a consensus rating around “Moderate Buy” with an average target near $131, reflecting broad analyst support that can sustain buying interest. Glaukos Given Consensus Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Analyst views and institutional ownership are mixed — Coverage includes multiple buy ratings and a few sell calls; institutional ownership is high, which can amplify moves but also reduce volatility if positions are long‑term. MarketBeat GKOS analyst/ownership summary
• Negative Sentiment: Insider sales by senior executives — COO Joseph Gilliam sold 10,498 shares (disclosed) and director/executive Marc Stapley also sold shares recently. Insider selling can be perceived as a negative signal even if sales are for diversification or tax reasons. Insider selling details
• Negative Sentiment: Company still posts negative EPS and margins — Despite revenue growth, Glaukos remains unprofitable on a GAAP basis, a reminder that valuation and long‑term execution risk remain for investors. GKOS company financial snapshot

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.