GKOS Glaukos Corp

Glaukos Corporation is well-positioned for growth due to the successful launch of its iDose TR product and its robust product pipeline, despite facing stiff competition. The company's shares have significantly outperformed the industry this year, driven by strong adoption of iDose TR and the recent FDA approval of Epioxa, which is set to boost its corneal health franchise. While reimbursement complexities and a temporary revenue disruption during the Epioxa transition pose challenges, Glaukos' diversified global growth, strong financial profile, and ongoing innovation support its positive outlook.

Harbor Capital Advisors Inc. significantly reduced its holdings in Glaukos Corporation (NYSE:GKOS) by 70.4% in the third quarter of 2025, selling 27,684 shares and retaining 11,621 shares valued at $948,000. Despite this, other institutional investors increased their stakes, and analysts maintain a "Moderate Buy" consensus with an average target price of $114.92. Glaukos reported strong revenue growth but remains unprofitable, with recent insider selling activity noted.

Voya Investment Management LLC significantly increased its stake in Glaukos Corporation, along with several other institutional investors, pushing institutional ownership to 99.04%. Despite beating earnings expectations and strong revenue growth, the company remains unprofitable, with analysts forecasting a negative EPS for the current fiscal year. Insider selling was also noted, though it represents a small fraction of overall ownership.

Riverbridge Partners LLC significantly increased its stake in Glaukos Corporation (NYSE: GKOS) by 41% in Q3 2025, now owning 569,644 shares valued at $46.45 million. Despite active insider selling amounting to $2.31 million in the last 90 days, institutional investors hold 99.04% of the stock. Glaukos reported Q3 revenue of $133.54 million, up 38.1% year-over-year, with a narrowed loss per share, and analysts maintain a "Moderate Buy" rating with an average target price of $116.46.

The Texas Permanent School Fund Corp significantly reduced its stake in Glaukos Corporation by 70.4% in the second quarter, selling over 46,000 shares. This comes as Glaukos exceeded revenue and EPS expectations last quarter but remains unprofitable, while corporate insiders have also sold a substantial number of shares recently. Analysts maintain a "Moderate Buy" rating for Glaukos with an average target price of $116.46.

Assenagon Asset Management S.A. significantly increased its stake in Glaukos Corporation (NYSE:GKOS) during Q3, now holding 157,545 shares valued at $12.85 million. This move is part of a broader trend of institutional investors raising their positions, with Glaukos's stock ownership reaching approximately 99.04% by institutional investors and hedge funds. The company recently reported stronger-than-expected quarterly earnings and revenue, though it remains unprofitable with insiders selling shares.