Lisanti Capital Growth LLC Buys Shares of 24,135 Glaukos Corporation $GKOS

Lisanti Capital Growth LLC bought a new stake in shares of Glaukos Corporation (NYSE:GKOS) during the 4th quarter, HoldingsChannel.com reports. The firm bought 24,135 shares of the medical instruments supplier’s stock, valued at approximately $2,725,000.

Several other large investors also recently added to or reduced their stakes in the company. Larson Financial Group LLC raised its stake in Glaukos by 62.0% during the 4th quarter. Larson Financial Group LLC now owns 345 shares of the medical instruments supplier’s stock valued at $39,000 after purchasing an additional 132 shares during the period. Smartleaf Asset Management LLC raised its stake in Glaukos by 16.2% during the 2nd quarter. Smartleaf Asset Management LLC now owns 973 shares of the medical instruments supplier’s stock valued at $99,000 after purchasing an additional 136 shares during the period. CWM LLC raised its stake in Glaukos by 25.2% during the 4th quarter. CWM LLC now owns 710 shares of the medical instruments supplier’s stock valued at $80,000 after purchasing an additional 143 shares during the period. Evergreen Capital Management LLC raised its stake in Glaukos by 4.3% during the 4th quarter. Evergreen Capital Management LLC now owns 3,549 shares of the medical instruments supplier’s stock valued at $401,000 after purchasing an additional 145 shares during the period. Finally, Crossmark Global Holdings Inc. raised its stake in Glaukos by 3.7% during the 4th quarter. Crossmark Global Holdings Inc. now owns 4,034 shares of the medical instruments supplier’s stock valued at $455,000 after purchasing an additional 145 shares during the period. 99.04% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. BTIG Research boosted their target price on shares of Glaukos from $141.00 to $162.00 and gave the company a “buy” rating in a research note on Thursday. William Blair raised shares of Glaukos to a “strong-buy” rating in a research note on Friday, January 30th. JPMorgan Chase & Co. upped their price target on shares of Glaukos from $120.00 to $140.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Needham & Company LLC upped their price target on shares of Glaukos from $127.00 to $136.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Wall Street Zen raised shares of Glaukos from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Glaukos currently has a consensus rating of “Moderate Buy” and a consensus target price of $146.17.

Insider Buying and Selling at Glaukos

In related news, CFO Alex R. Thurman sold 10,000 shares of the company’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $140.00, for a total value of $1,400,000.00. Following the completion of the sale, the chief financial officer directly owned 43,681 shares in the company, valued at approximately $6,115,340. This represents a 18.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gilbert H. Kliman sold 5,000 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $140.76, for a total transaction of $703,800.00. Following the completion of the sale, the director owned 35,528 shares of the company’s stock, valued at $5,000,921.28. This represents a 12.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 45,930 shares of company stock valued at $6,321,363. Company insiders own 5.90% of the company’s stock.

Glaukos News Summary

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: Wall Street analyst commentary was still constructive overall, with BTIG reiterating a Buy rating and setting a $162 price target, while other firms also maintained bullish views. Article: Glaukos slides 8% as investors appear to take profits after a strong run, with recent insider-sale filings adding pressure
• Positive Sentiment: Zacks Research raised some near-term and longer-term earnings estimates for Glaukos, suggesting analysts still see improving profitability over time. Article: Glaukos Corporation analyst updates
• Neutral Sentiment: Recent quarterly results were stronger than expected, with Glaukos beating EPS and revenue estimates and reporting 41% year-over-year revenue growth, which helped fuel the earlier rally. Article: Glaukos slides 8% as investors appear to take profits after a strong run, with recent insider-sale filings adding pressure
• Neutral Sentiment: The stock’s recent rise also came after management lifted its 2026 sales outlook, leaving shares vulnerable to a short-term reset if momentum cooled. Article: Glaukos slides 8% as investors appear to take profits after a strong run, with recent insider-sale filings adding pressure
• Negative Sentiment: Recent insider-sale filings, including a CFO stock sale under a pre-arranged trading plan, added to near-term selling pressure and may have amplified concerns about insider sentiment. Article: Glaukos slides 8% as investors appear to take profits after a strong run, with recent insider-sale filings adding pressure

Glaukos Trading Down 13.0%

NYSE GKOS opened at $120.95 on Friday. Glaukos Corporation has a 1-year low of $73.16 and a 1-year high of $148.11. The company has a current ratio of 5.43, a quick ratio of 4.73 and a debt-to-equity ratio of 0.10. The company has a market capitalization of $7.10 billion, a PE ratio of -36.88 and a beta of 0.94. The firm’s fifty day simple moving average is $120.19 and its 200-day simple moving average is $113.34.

Glaukos (NYSE:GKOS) last issued its quarterly earnings data on Wednesday, April 29th. The medical instruments supplier reported ($0.18) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.30) by $0.12. The firm had revenue of $150.57 million during the quarter, compared to analysts’ expectations of $137.00 million. Glaukos had a negative net margin of 34.34% and a negative return on equity of 6.92%. Glaukos’s revenue for the quarter was up 41.2% on a year-over-year basis. During the same period in the prior year, the company posted ($0.22) earnings per share. As a group, sell-side analysts anticipate that Glaukos Corporation will post -0.57 earnings per share for the current fiscal 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.