Capital International Investors Buys 264,971 Shares of Glaukos Corporation $GKOS

Capital International Investors raised its stake in Glaukos Corporation (NYSE:GKOS) by 107.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 511,510 shares of the medical instruments supplier’s stock after acquiring an additional 264,971 shares during the period. Capital International Investors owned about 0.89% of Glaukos worth $41,714,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of GKOS. UMB Bank n.a. increased its holdings in shares of Glaukos by 102.6% during the third quarter. UMB Bank n.a. now owns 312 shares of the medical instruments supplier’s stock worth $25,000 after buying an additional 158 shares in the last quarter. REAP Financial Group LLC acquired a new position in shares of Glaukos in the 3rd quarter worth approximately $40,000. SBI Securities Co. Ltd. boosted its holdings in shares of Glaukos by 42.9% in the 3rd quarter. SBI Securities Co. Ltd. now owns 1,205 shares of the medical instruments supplier’s stock worth $98,000 after acquiring an additional 362 shares in the last quarter. Smartleaf Asset Management LLC grew its position in Glaukos by 16.2% during the 2nd quarter. Smartleaf Asset Management LLC now owns 973 shares of the medical instruments supplier’s stock worth $99,000 after acquiring an additional 136 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. grew its position in Glaukos by 4,970.6% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,724 shares of the medical instruments supplier’s stock worth $141,000 after acquiring an additional 1,690 shares during the last quarter. 99.04% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Glaukos

In related news, COO Joseph E. Gilliam sold 10,498 shares of the business’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $127.68, for a total transaction of $1,340,384.64. Following the transaction, the chief operating officer directly owned 92,366 shares in the company, valued at approximately $11,793,290.88. The trade was a 10.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Thomas William Burns sold 186,945 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $115.00, for a total transaction of $21,498,675.00. Following the transaction, the chief executive officer owned 153,775 shares in the company, valued at $17,684,125. This represents a 54.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 320,000 shares of company stock valued at $37,202,909 over the last ninety days. 5.80% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

GKOS has been the subject of a number of research analyst reports. BTIG Research reaffirmed a “buy” rating and issued a $131.00 price target on shares of Glaukos in a report on Wednesday, February 18th. Citigroup increased their price objective on shares of Glaukos from $113.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. William Blair upgraded shares of Glaukos to a “strong-buy” rating in a research report on Friday, January 30th. Wells Fargo & Company boosted their target price on shares of Glaukos from $122.00 to $135.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Finally, Wall Street Zen lowered shares of Glaukos from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $133.69.

Glaukos News Summary

Here are the key news stories impacting Glaukos this week:

• Negative Sentiment: Zacks commentary and model updates include fresh downward revisions to FY2027 and FY2026 EPS forecasts (FY2027 cut to $0.42 from $0.78; FY2026 cut to ($0.67) from ($0.29)), signaling a materially weaker multi‑quarter earnings trajectory. Zacks Research Comments on Glaukos FY2028 Earnings
• Negative Sentiment: Zacks cut several 2027 quarterly estimates — notable moves include Q1 2027 to ($0.10) (from $0.01), Q2 2027 to $0.09 (from $0.21), and Q3 2027 to $0.10 (from $0.22) — reducing visibility on the company’s path back to consistent profitability.
• Negative Sentiment: Near‑term 2026 quarters were also lowered (Q1 2026 to ($0.27) from ($0.16); Q2 2026 to ($0.24) from ($0.12); Q3 2026 to ($0.15) from ($0.05); Q4 2026 to ($0.01) from $0.04), implying Zacks expects more pressure on margins or slower top‑line leverage than previously modeled.
• Negative Sentiment: The revisions follow the company’s most recent report where revenue beat but EPS missed — a mix that can make analysts more cautious about margin recovery speed and the timing of sustained profitability.
• Negative Sentiment: Impact for investors: lower analyst EPS paths typically compress forward valuations and raise the risk of further downside until Glaukos demonstrates consistent margin improvement or raises guidance; watch upcoming quarterly results and management commentary for signs the company can reaccelerate earnings.

Glaukos Price Performance

Shares of GKOS opened at $97.47 on Friday. The stock has a market cap of $5.66 billion, a P/E ratio of -29.90 and a beta of 0.70. Glaukos Corporation has a 1 year low of $73.16 and a 1 year high of $130.23. The stock’s 50-day moving average price is $114.91 and its two-hundred day moving average price is $101.16. The company has a current ratio of 4.69, a quick ratio of 4.06 and a debt-to-equity ratio of 0.10.

Glaukos (NYSE:GKOS) last issued its quarterly earnings data on Tuesday, February 17th. The medical instruments supplier reported ($0.28) EPS for the quarter, missing the consensus estimate of ($0.22) by ($0.06). Glaukos had a negative return on equity of 7.00% and a negative net margin of 36.99%.The business had revenue of $143.12 million for the quarter, compared to analyst estimates of $132.16 million. During the same period in the previous year, the business posted ($0.40) EPS. The business’s quarterly revenue was up 35.6% compared to the same quarter last year. On average, equities analysts predict that Glaukos Corporation will post -1.08 earnings per share for the current year.

Glaukos Company Profile

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.