VestGen Advisors LLC Acquires 18,847 Shares of DexCom, Inc. $DXCM

Key Points

• VestGen Advisors acquired 18,847 DexCom shares worth approximately $1.63 million, joining other institutional investors that collectively own 97.75% of the company.
• DexCom reported better-than-expected quarterly results, with revenue up 11.1% year over year to $1.34 billion and EPS of $0.73 versus the $0.68 consensus estimate. Management also raised its 2026 outlook and authorized a new $1 billion share buyback.
• Analysts maintain a consensus “Buy” rating with a $92.91 price target, although insider selling—including 24,822 shares sold over the past 90 days and no reported purchases—remains a potential cautionary signal.

VestGen Advisors LLC bought a new position in shares of DexCom, Inc. (NASDAQ:DXCM - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 18,847 shares of the medical device company's stock, valued at approximately $1,626,000.

A number of other institutional investors have also added to or reduced their stakes in the business. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in DexCom by 15.6% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 11,261,876 shares of the medical device company's stock worth $758,487,000 after buying an additional 1,515,702 shares during the period. Legal & General Group Plc purchased a new position in DexCom during the 2nd quarter valued at about $173,237,000. Janus Henderson Group PLC lifted its position in DexCom by 32.3% during the 1st quarter. Janus Henderson Group PLC now owns 2,644,539 shares of the medical device company's stock valued at $166,077,000 after acquiring an additional 645,534 shares during the period. Deutsche Bank AG purchased a new position in DexCom during the 2nd quarter valued at about $164,035,000. Finally, Arrowstreet Capital Limited Partnership boosted its stake in DexCom by 100.4% during the first quarter. Arrowstreet Capital Limited Partnership now owns 2,545,103 shares of the medical device company's stock worth $159,832,000 after acquiring an additional 1,275,142 shares in the last quarter. 97.75% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Sadie Stern sold 2,565 shares of the firm's stock in a transaction that occurred on Tuesday, October 27th. The shares were sold at an average price of $78.62, for a total value of $201,660.30. Following the sale, the executive vice president owned 120,913 shares in the company, valued at approximately $9,506,180.06. This trade represents a 2.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Foletta sold 2,000 shares of DexCom stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $85.32, for a total transaction of $170,640.00. Following the completion of the sale, the director directly owned 48,852 shares of the company's stock, valued at approximately $4,168,052.64. This trade represents a 3.93% decrease in their position. 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 have sold a total of 24,822 shares of company stock valued at $2,090,833 in the last ninety days. Corporate insiders own 0.28% of the company's stock.

Trending Headlines about DexCom

Here are the key news stories impacting DexCom this week:

• Positive Sentiment: Quarterly results exceeded expectations. DexCom reported revenue of approximately $1.34 billion, up 11.1% year over year, and adjusted earnings of $0.73 per share, surpassing analyst estimates of $0.68. U.S. revenue grew 14%, supported by demand for its continuous glucose monitoring products and adoption of the G7 15 Day system. DexCom Stock Up on Q3 Earnings & Revenue Beat, Margins Rise
• Positive Sentiment: Margins improved materially. Non-GAAP operating margin reached 25.3%, while gross profit increased 18.2% and operating profit rose 34.9% year over year. The stronger earnings profile likely reinforced confidence in DexCom’s growth and cost management. DexCom Q3 2026 Earnings
• Positive Sentiment: Full-year outlook was raised. Management increased the midpoint of its 2026 revenue forecast to a range of $5.20 billion to $5.25 billion and lifted operating-margin and adjusted-EBITDA-margin guidance.
• Positive Sentiment: Shareholder returns received a boost. DexCom authorized a new $1.0 billion share buyback, which could support earnings per share and signal management’s confidence in cash generation. DexCom Announces $1 Billion Equity Buyback
• Positive Sentiment: Analyst sentiment improved. Barclays raised its price target from $115 to $120 while maintaining an “overweight” rating, citing potential upside following the results and improved outlook.
• Neutral Sentiment: Institutional ownership data showed substantial buying by several funds, including Invesco and Arrowstreet, but also significant reductions by other investors. This suggests mixed positioning rather than a clear institutional consensus.
• Negative Sentiment: Insider selling remains a cautionary signal. DexCom insiders reported 26 open-market sales and no purchases over the past six months. A recent sale by EVP Sadie Stern was made under a pre-arranged Rule 10b5-1 plan, reducing its predictive value, but the broader pattern may limit enthusiasm among some investors.

DexCom Price Performance

Shares of DXCM opened at $82.29 on Friday. DexCom, Inc. has a twelve month low of $54.11 and a twelve month high of $92.59. The company has a market capitalization of $31.05 billion, a P/E ratio of 32.27, a price-to-earnings-growth ratio of 1.34 and a beta of 1.48. The firm has a 50 day moving average of $85.82 and a 200 day moving average of $74.65. The company has a quick ratio of 1.43, a current ratio of 1.73 and a debt-to-equity ratio of 0.47.

DexCom (NASDAQ:DXCM - Get Free Report) last released its quarterly earnings data on Thursday, October 29th. The medical device company reported $0.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.05. DexCom had a return on equity of 36.96% and a net margin of 19.42%. The business had revenue of $1.34 billion for the quarter, compared to analysts' expectations of $1.33 billion. During the same period in the prior year, the firm posted $0.61 EPS. The firm's quarterly revenue was up 11.1% on a year-over-year basis. As a group, equities research analysts anticipate that DexCom, Inc. will post 2.64 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have weighed in on DXCM. Stifel Nicolaus set a $95.00 price objective on shares of DexCom and gave the stock a "buy" rating in a report on Friday, July 31st. Benchmark boosted their price target on DexCom from $77.00 to $82.00 and gave the stock a "buy" rating in a research report on Friday, July 31st. Citigroup restated a "buy" rating and issued a $88.00 price target (up from $84.00) on shares of DexCom in a research note on Friday, July 31st. Truist Financial set a $102.00 price objective on DexCom and gave the company a "buy" rating in a research note on Friday, September 18th. Finally, TD Cowen reissued a "buy" rating and issued a $95.00 target price on shares of DexCom in a report on Friday, September 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Buy" and a consensus price target of $92.91.

DexCom Company Profile

DexCom, Inc develops and commercializes continuous glucose monitoring (CGM) systems for people with diabetes. Its devices use a small wearable sensor to measure glucose levels in real time and transmit readings to compatible smartphones, receivers, smartwatches, and other connected devices, helping users monitor glucose trends and make informed decisions about their health.

The company's product portfolio includes the Dexcom G7 and Dexcom G6 CGM systems, as well as Dexcom ONE and Dexcom ONE+ products offered in select markets.

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