DexCom, Inc. $DXCM Holdings Raised by Tobam

Tobam increased its stake in DexCom, Inc. (NASDAQ:DXCM) by 20.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,948 shares of the medical device company’s stock after purchasing an additional 10,193 shares during the quarter. DexCom makes up 1.5% of Tobam’s investment portfolio, making the stock its 25th largest holding. Tobam’s holdings in DexCom were worth $4,034,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of DXCM. Andra AP fonden purchased a new position in shares of DexCom in the second quarter worth approximately $26,000. Twin Peaks Wealth Advisors LLC acquired a new position in DexCom in the 2nd quarter worth approximately $26,000. SJS Investment Consulting Inc. grew its position in DexCom by 4,800.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 392 shares of the medical device company’s stock worth $26,000 after purchasing an additional 384 shares in the last quarter. Financial Consulate Inc. acquired a new stake in DexCom during the 3rd quarter valued at $29,000. Finally, Sound Income Strategies LLC lifted its holdings in shares of DexCom by 83.8% in the third quarter. Sound Income Strategies LLC now owns 625 shares of the medical device company’s stock valued at $43,000 after purchasing an additional 285 shares in the last quarter. Institutional investors and hedge funds own 97.75% of the company’s stock.

More DexCom News

Here are the key news stories impacting DexCom this week:

• Positive Sentiment: Q4 results beat expectations: DexCom reported $0.68 EPS vs. $0.65 consensus and $1.26B in revenue (≈13% YoY); management reiterated 2026 guidance, supporting near-term outlook. Dexcom beats quarterly estimates
• Positive Sentiment: G7 15‑day sensor rollout and margin gains cited as growth drivers — management pointed to product adoption and improving margins as catalysts for revenue and profitability expansion. G7 rollout drives growth
• Positive Sentiment: Mizuho raised its price target to $90 (outperform), signaling confidence in longer‑term upside and helping buy‑side sentiment. Mizuho price target raise
• Positive Sentiment: BTIG reaffirmed a Buy rating with an $85 target, adding to analyst support that underpins the rally. BTIG reaffirmation
• Positive Sentiment: Product/AI initiative — the Stelo AI upgrade aims to deepen consumer metabolic-health engagement, which could expand recurring usage and ARPU over time. Stelo AI upgrade
• Neutral Sentiment: Analyst activity is mixed overall: several firms maintained or raised targets while at least one adjusted its price target (see below). This creates both support and some variability in near-term expectations. Wall Street analyst targets
• Neutral Sentiment: Trading indicators: intraday volume is notably above the stock’s average, which amplifies price moves but can increase short-term volatility. (Background market data)
• Neutral Sentiment: Short‑interest notices in the data feed show anomalous zero/NaN values and a 0.0 days‑to‑cover figure — the data appears unreliable and should be treated cautiously by traders monitoring short activity.
• Negative Sentiment: Wells Fargo trimmed its price target from $93 to $85 despite keeping an Overweight rating, a modest negative signal that reduces the high‑end analyst consensus. Wells Fargo target cut

DexCom Trading Up 7.6%

DexCom stock opened at $70.02 on Monday. DexCom, Inc. has a one year low of $54.11 and a one year high of $93.25. The company’s fifty day moving average price is $69.03 and its two-hundred day moving average price is $69.47. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.88 and a quick ratio of 1.59. The company has a market capitalization of $26.95 billion, a price-to-earnings ratio of 33.34, a PEG ratio of 1.25 and a beta of 1.49.

DexCom (NASDAQ:DXCM) last released its quarterly earnings results on Thursday, February 12th. The medical device company reported $0.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.65 by $0.03. DexCom had a return on equity of 32.12% and a net margin of 17.94%.The company had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.25 billion. During the same quarter in the prior year, the company posted $0.45 EPS. The firm’s revenue was up 13.1% on a year-over-year basis. On average, analysts forecast that DexCom, Inc. will post 2.03 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Wells Fargo & Company lowered their price target on DexCom from $93.00 to $85.00 and set an “overweight” rating on the stock in a report on Friday. Stifel Nicolaus initiated coverage on DexCom in a research note on Tuesday, October 21st. They set a “buy” rating and a $85.00 target price on the stock. Evercore initiated coverage on shares of DexCom in a research report on Tuesday, November 25th. They issued an “in-line” rating and a $68.00 price target for the company. JPMorgan Chase & Co. lowered their price objective on shares of DexCom from $90.00 to $75.00 and set a “neutral” rating on the stock in a research report on Friday, October 31st. Finally, Wall Street Zen downgraded shares of DexCom from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 16th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $85.27.

About DexCom

DexCom, Inc is a medical device company that develops, manufactures and distributes continuous glucose monitoring (CGM) systems for people with diabetes. Its products are designed to provide near real-time glucose readings, trend information and alerts to help patients and clinicians manage insulin dosing and reduce hypoglycemia and hyperglycemia. The company’s offerings combine wearable glucose sensors, wireless transmitters and software applications that deliver data to smartphones, dedicated receivers and cloud-based platforms for remote monitoring.

Founded in 1999 and headquartered in San Diego, California, DexCom has focused its business on advancing CGM technology and expanding clinical use beyond traditional insulin-dependent populations.