William Blair Investment Management LLC Acquires New Holdings in Glaukos Corporation $GKOS

William Blair Investment Management LLC bought a new stake in Glaukos Corporation (NYSE:GKOS) during the second quarter, Holdings Channel.com reports. The institutional investor bought 661,675 shares of the medical instruments supplier’s stock, valued at approximately $92,476,000.

A number of other institutional investors have also made changes to their positions in the stock. First Horizon Corp raised its stake in shares of Glaukos by 1,715.4% in the 4th quarter. First Horizon Corp now owns 236 shares of the medical instruments supplier’s stock valued at $27,000 after acquiring an additional 223 shares during the period. Allworth Financial LP purchased a new position in shares of Glaukos during the 2nd quarter worth approximately $28,000. Los Angeles Capital Management LLC purchased a new position in shares of Glaukos during the 4th quarter worth approximately $28,000. Larson Financial Group LLC increased its holdings in Glaukos by 62.0% in 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 last quarter. Finally, Parallel Advisors LLC increased its holdings in Glaukos by 159.2% in the 1st quarter. Parallel Advisors LLC now owns 368 shares of the medical instruments supplier’s stock valued at $40,000 after purchasing an additional 226 shares during the last quarter. 99.04% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Glaukos

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: BTIG Research raised its price target to $202 from $193 and maintained a “Buy” rating, implying additional upside from the referenced share price. The move reinforces bullish sentiment among analysts. BTIG price target report
• Positive Sentiment: Zacks Research lifted its FY2026 EPS forecast to a loss of $0.43 from a loss of $0.65, its Q3 2026 estimate to a loss of $0.13 from $0.16, and its Q4 estimate to positive $0.03 from a loss of $0.02. The revisions suggest improving near-term earnings trends.
• Positive Sentiment: Zacks also raised its FY2027 EPS estimate to $0.45 from $0.38 and its FY2028 forecast to $1.70 from $1.56. Several later-quarter estimates were increased, pointing to expectations that Glaukos will become increasingly profitable as its products scale.
• Positive Sentiment: Momentum in the iDose TR glaucoma implant and the Epioxa launch is reportedly driving record growth, higher 2026 guidance and expansion of Glaukos’ ophthalmology platform. Zacks growth outlook article
• Neutral Sentiment: Glaukos recently reported revenue of $185.6 million, up 49.6% year over year, while its $0.14 quarterly loss was narrower than expected. However, the company remains unprofitable, and its current-year consensus EPS forecast is still a loss of $0.35.
• Negative Sentiment: Director Gilbert H. Kliman sold 2,500 shares for approximately $475,000 at an average price of $190, reducing his direct ownership by 6.26%. He retained 37,406 shares, so the transaction is a modest negative signal rather than a major change in insider alignment. SEC insider selling filing

Glaukos Trading Up 0.4%

Shares of GKOS stock opened at $185.66 on Friday. Glaukos Corporation has a fifty-two week low of $73.16 and a fifty-two week high of $191.62. The company has a 50 day moving average price of $157.38 and a 200 day moving average price of $131.62. The stock has a market capitalization of $10.95 billion, a P/E ratio of -57.13 and a beta of 0.78. The company has a debt-to-equity ratio of 0.10, a quick ratio of 4.46 and a current ratio of 5.04.

Glaukos (NYSE:GKOS) last released its earnings results on Wednesday, July 29th. The medical instruments supplier reported ($0.14) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.21) by $0.07. Glaukos had a negative net margin of 30.68% and a negative return on equity of 6.37%. The company had revenue of $185.61 million for the quarter, compared to analyst estimates of $150.93 million. During the same period in the prior year, the business earned ($0.24) EPS. The firm’s quarterly revenue was up 49.6% on a year-over-year basis. Equities research analysts predict that Glaukos Corporation will post -0.32 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have issued reports on GKOS shares. JPMorgan Chase & Co. boosted their target price on Glaukos from $120.00 to $140.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. HC Wainwright raised their price target on Glaukos from $168.00 to $195.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. Truist Financial lifted their price objective on Glaukos from $180.00 to $215.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Wall Street Zen upgraded Glaukos from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Finally, Wells Fargo & Company increased their target price on Glaukos from $138.00 to $178.00 and gave the stock an “overweight” rating in a research note on Thursday, July 30th. Twelve equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $178.08.

Insider Buying and Selling

In other news, Director Gilbert H. Kliman sold 2,500 shares of the company’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $190.00, for a total transaction of $475,000.00. Following the sale, the director owned 37,406 shares of the company’s stock, valued at approximately $7,107,140. This represents a 6.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Alex R. Thurman sold 20,000 shares of the stock in a transaction on Friday, August 7th. The shares were sold at an average price of $180.13, for a total value of $3,602,600.00. Following the completion of the sale, the chief financial officer owned 43,906 shares in the company, valued at approximately $7,908,787.78. The trade was a 31.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 113,025 shares of company stock worth $19,600,006 over the last ninety days. Insiders own 5.90% of the company’s stock.

Glaukos 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.