UBS Group AG Increases Position in Glaukos Corporation $GKOS

Key Points

• UBS raised its stake by 316% in Q4 to 873,942 shares (about 1.52% of Glaukos), valuing the position at roughly $98.7 million amid institutional ownership of 99.04%.
• Glaukos beat Q1 revenue estimates with $150.6M (+41% YoY), delivered a narrower loss and raised its 2026 revenue outlook, triggering multiple analyst upgrades and an average Wall Street price target near $138.85 with a "Moderate Buy" consensus.
• Insiders have sold 19,657 shares (~$2.25M) in the last 90 days (including the CFO and a director); the stock trades around $140 with a market cap of $8.22B and a 52‑week range of $73.16–$146.75.

UBS Group AG raised its holdings in shares of Glaukos Corporation (NYSE:GKOS - Free Report) by 316.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 873,942 shares of the medical instruments supplier's stock after buying an additional 663,849 shares during the period. UBS Group AG owned about 1.52% of Glaukos worth $98,677,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of GKOS. Wellington Management Group LLP boosted its holdings in shares of Glaukos by 10.4% in the third quarter. Wellington Management Group LLP now owns 3,580,670 shares of the medical instruments supplier's stock valued at $292,004,000 after purchasing an additional 336,266 shares during the period. Primecap Management Co. CA boosted its holdings in shares of Glaukos by 23.3% in the third quarter. Primecap Management Co. CA now owns 2,253,788 shares of the medical instruments supplier's stock valued at $183,796,000 after purchasing an additional 425,790 shares during the period. State Street Corp boosted its holdings in shares of Glaukos by 5.3% in the second quarter. State Street Corp now owns 2,090,365 shares of the medical instruments supplier's stock valued at $215,914,000 after purchasing an additional 105,972 shares during the period. Ameriprise Financial Inc. lifted its holdings in Glaukos by 3.5% during the second quarter. Ameriprise Financial Inc. now owns 1,999,252 shares of the medical instruments supplier's stock worth $206,503,000 after buying an additional 68,497 shares during the period. Finally, Alliancebernstein L.P. lifted its holdings in Glaukos by 38.5% during the third quarter. Alliancebernstein L.P. now owns 1,733,474 shares of the medical instruments supplier's stock worth $141,365,000 after buying an additional 481,620 shares during the period. Hedge funds and other institutional investors own 99.04% of the company's stock.

Key Stories Impacting Glaukos

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: Q1 results and outlook: Glaukos reported a Q1 revenue beat, 41% year-over-year growth, narrower loss and a raised 2026 revenue outlook — the key fundamental catalyst supporting the stock. Zacks: Q1 Earnings Beat & Raised Outlook
• Positive Sentiment: Analyst upgrades: Multiple firms raised ratings/targets after the quarter — BTIG bumped its target to $141 (buy), Wells Fargo to $138 (overweight), JPMorgan to $140 (overweight) and Needham raised its target — these actions validate the quarter’s strength and support further investor interest. BTIG Research PT Raise
• Neutral Sentiment: Analyst target mix: although several firms raised targets and ratings, many new targets are close to the current price, implying limited near-term upside from those specific forecasts. Wells Fargo PT Raise
• Neutral Sentiment: Market reaction nuance: after the after-hours jump, some intraday profit-taking is common when a stock has run up; elevated volume today suggests active repositioning by traders. OCBJ: After-Hours Move
• Negative Sentiment: Some revised price targets are below the current market price (e.g., Needham and others), which can encourage short-term selling or cap upside until guidance and execution confirm sustained growth. Needham PT Update

Wall Street Analyst Weigh In

A number of research firms have weighed in on GKOS. Wall Street Zen upgraded Glaukos from a "hold" rating to a "buy" rating in a report on Saturday. Citigroup upped their target price on Glaukos from $135.00 to $140.00 and gave the stock a "buy" rating in a report on Thursday. Needham & Company LLC upped their target price on Glaukos from $127.00 to $136.00 and gave the stock a "buy" rating in a report on Thursday. William Blair upgraded Glaukos to a "strong-buy" rating in a report on Friday, January 30th. Finally, Stifel Nicolaus set a $170.00 target price on Glaukos in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Glaukos presently has an average rating of "Moderate Buy" and an average price target of $138.85.

Glaukos Price Performance

NYSE GKOS opened at $140.38 on Friday. The company has a debt-to-equity ratio of 0.10, a current ratio of 5.43 and a quick ratio of 4.06. The stock's fifty day moving average price is $114.02 and its 200 day moving average price is $107.85. Glaukos Corporation has a 1 year low of $73.16 and a 1 year high of $146.75. The company has a market cap of $8.22 billion, a price-to-earnings ratio of -42.80 and a beta of 0.94.

Glaukos (NYSE:GKOS - Get Free Report) last released its earnings results on Wednesday, April 29th. The medical instruments supplier reported ($0.18) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.30) by $0.12. Glaukos had a negative return on equity of 6.92% and a negative net margin of 34.34%.The firm had revenue of $150.57 million for the quarter, compared to the consensus estimate of $137.00 million. During the same period in the prior year, the firm earned ($0.22) EPS. The firm's revenue was up 41.2% on a year-over-year basis. As a group, equities research analysts forecast that Glaukos Corporation will post -0.6 earnings per share for the current year.

Insider Activity

In other Glaukos news, CFO Alex R. Thurman sold 2,511 shares of the stock in a transaction dated Wednesday, March 25th. The stock was sold at an average price of $106.46, for a total transaction of $267,321.06. Following the sale, the chief financial officer directly owned 41,967 shares of the company's stock, valued at approximately $4,467,806.82. This trade represents a 5.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Aimee S. Weisner sold 15,000 shares of the stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $117.38, for a total value of $1,760,700.00. Following the sale, the director directly owned 18,806 shares in the company, valued at $2,207,448.28. This represents a 44.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 19,657 shares of company stock worth $2,250,060 over the last ninety days. 5.80% of the stock is owned by insiders.

About Glaukos

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.

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