Nisa Investment Advisors LLC Trims Stock Position in DexCom, Inc. $DXCM

Nisa Investment Advisors LLC decreased its holdings in DexCom, Inc. (NASDAQ:DXCM) by 20.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,448 shares of the medical device company’s stock after selling 10,005 shares during the quarter. Nisa Investment Advisors LLC’s holdings in DexCom were worth $2,587,000 at the end of the most recent quarter.

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

Analyst Upgrades and Downgrades

DXCM has been the topic of a number of research reports. Royal Bank Of Canada cut their price objective on DexCom from $100.00 to $85.00 and set an “outperform” rating on the stock in a report on Friday, October 31st. Mizuho raised their price target on shares of DexCom from $75.00 to $78.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Morgan Stanley reiterated an “overweight” rating on shares of DexCom in a research note on Monday. Stifel Nicolaus initiated coverage on shares of DexCom in a research note on Tuesday, October 21st. They issued a “buy” rating and a $85.00 target price on the stock. Finally, Wall Street Zen lowered shares of DexCom from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 16th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $86.30.

DexCom Price Performance

Shares of NASDAQ DXCM opened at $70.25 on Wednesday. The company has a current ratio of 1.56, a quick ratio of 1.38 and a debt-to-equity ratio of 0.45. The business has a 50 day simple moving average of $64.31 and a 200-day simple moving average of $71.79. DexCom, Inc. has a twelve month low of $54.11 and a twelve month high of $93.25. The company has a market capitalization of $27.40 billion, a price-to-earnings ratio of 39.03, a price-to-earnings-growth ratio of 1.28 and a beta of 1.48.

DexCom (NASDAQ:DXCM) last announced its quarterly earnings results on Thursday, October 30th. The medical device company reported $0.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.57 by $0.04. The company had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.18 billion. DexCom had a net margin of 15.96% and a return on equity of 30.65%. The company’s revenue for the quarter was up 21.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.45 earnings per share. As a group, equities research analysts expect that DexCom, Inc. will post 2.03 earnings per share for the current year.

Key Headlines Impacting DexCom

Here are the key news stories impacting DexCom this week:

• Positive Sentiment: Preliminary Q4/FY‑2025 results and initial 2026 outlook show revenue guidance above consensus — Q4 ~ $1.3B vs. ~$1.2B consensus; FY‑2025 ~ $4.7B and FY‑2026 guidance of $5.2B–$5.3B, signaling continued top‑line growth. Dexcom Reports Preliminary Results and Initial 2026 Outlook
• Neutral Sentiment: CEO Jake Leach gave a CNBC interview outlining the 2026 outlook, device roadmap and comments on GLP‑1s; useful for guidance color but likely to be parsed cautiously by investors worried about competitive impacts. Watch CNBC’s exclusive interview with Dexcom CEO Jake Leach
• Neutral Sentiment: Presentation materials and transcript from the J.P. Morgan Healthcare Conference provide detail on product pipeline, reimbursement progress and commercial execution — supportive long term but not an immediate catalyst. J.P. Morgan conference transcript J.P. Morgan slideshow
• Neutral Sentiment: Reported short‑interest data for January appears to contain errors (showing 0 shares / NaN changes); nothing reliable to indicate a meaningful short squeeze or capitulation signal. (Data caution.)
• Negative Sentiment: Barclays downgraded DXCM from Equal Weight to Underweight and cut its price target to $71 from $80, citing rising competitive risks — a clear near‑term negative for sentiment and a likely driver of the intraday sell‑off. Barclays downgrades DexCom (DXCM)

Insider Buying and Selling at DexCom

In other DexCom news, COO Jacob Steven Leach acquired 18,200 shares of DexCom stock in a transaction that occurred on Monday, November 10th. The stock was purchased at an average cost of $55.04 per share, with a total value of $1,001,728.00. Following the purchase, the chief operating officer owned 331,697 shares in the company, valued at approximately $18,256,602.88. The trade was a 5.81% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Bridgette P. Heller sold 1,012 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $58.07, for a total value of $58,766.84. Following the sale, the director directly owned 27,031 shares of the company’s stock, valued at $1,569,690.17. This trade represents a 3.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 7,866 shares of company stock valued at $448,177 in the last three months. 0.32% of the stock is currently owned by company insiders.

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.