Sei Investments Co. Has $8.07 Million Holdings in DexCom, Inc. $DXCM

Sei Investments Co. raised its holdings in DexCom, Inc. (NASDAQ:DXCM) by 42.4% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 128,467 shares of the medical device company’s stock after purchasing an additional 38,263 shares during the quarter. Sei Investments Co.’s holdings in DexCom were worth $8,068,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in DXCM. Brighton Jones LLC boosted its position in DexCom by 257.7% during the fourth quarter. Brighton Jones LLC now owns 16,582 shares of the medical device company’s stock worth $1,290,000 after purchasing an additional 11,946 shares during the period. Integrated Wealth Concepts LLC increased its holdings in shares of DexCom by 6.3% in the first quarter. Integrated Wealth Concepts LLC now owns 3,329 shares of the medical device company’s stock valued at $227,000 after purchasing an additional 196 shares during the last quarter. Empowered Funds LLC raised its position in shares of DexCom by 5.4% in the first quarter. Empowered Funds LLC now owns 8,446 shares of the medical device company’s stock valued at $577,000 after purchasing an additional 436 shares during the period. Focus Partners Wealth raised its position in shares of DexCom by 13.2% in the first quarter. Focus Partners Wealth now owns 7,218 shares of the medical device company’s stock valued at $493,000 after purchasing an additional 841 shares during the period. Finally, NewEdge Advisors LLC lifted its stake in shares of DexCom by 1.4% during the 2nd quarter. NewEdge Advisors LLC now owns 19,253 shares of the medical device company’s stock worth $1,681,000 after buying an additional 258 shares during the last quarter. 97.75% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Jon Coleman sold 4,911 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $74.13, for a total value of $364,052.43. Following the transaction, the executive vice president directly owned 95,450 shares in the company, valued at approximately $7,075,708.50. This represents a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark G. Foletta sold 4,000 shares of the firm’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $74.13, for a total value of $296,520.00. Following the transaction, the director directly owned 52,852 shares in the company, valued at approximately $3,917,918.76. This represents a 7.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 98,506 shares of company stock valued at $7,205,258. Company insiders own 0.28% of the company’s stock.

DexCom Stock Performance

Shares of DexCom stock opened at $83.45 on Monday. The stock has a market cap of $31.49 billion, a price-to-earnings ratio of 32.98, a P/E/G ratio of 1.36 and a beta of 1.41. The company’s fifty day moving average is $73.14 and its 200 day moving average is $69.19. 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, Inc. has a twelve month low of $54.11 and a twelve month high of $87.00.

DexCom (NASDAQ:DXCM) last announced its earnings results on Thursday, July 30th. The medical device company reported $0.70 EPS for the quarter, beating the consensus estimate of $0.61 by $0.09. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.29 billion. DexCom had a return on equity of 35.94% and a net margin of 20.12%.The firm’s revenue for the quarter was up 13.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.48 EPS. Sell-side analysts forecast that DexCom, Inc. will post 2.6 EPS for the current year.

Trending Headlines about DexCom

Here are the key news stories impacting DexCom this week:

• Positive Sentiment: Quarterly beat and higher outlook: DexCom reported adjusted earnings of $0.70 per share versus the $0.61 consensus, while revenue rose 13.1% year over year to $1.31 billion, exceeding estimates of $1.29 billion. Management raised its 2026 revenue outlook to approximately $5.18 billion-$5.25 billion, supported by strong global demand and broader product access. Reuters article
• Positive Sentiment: Product and market expansion: Growth is being supported by the G7 15 Day continuous glucose monitor, with DexCom targeting nearly 50% U.S. conversion by year-end, as well as expanded access and continued international growth. Margin improvement also contributed to a more constructive 2026 earnings narrative. Seeking Alpha article
• Positive Sentiment: Broad analyst support: Mizuho raised its price target to $95, Royal Bank of Canada and Wells Fargo lifted targets to $90, and UBS reaffirmed a Buy rating with a $96 target. Benchmark also reaffirmed Buy, although its $82 target is below the referenced trading level. Benzinga analyst updates
• Neutral Sentiment: Mixed valuation signals: JPMorgan raised its target substantially to $82 but retained a Neutral rating, indicating that some analysts view much of the improved outlook as already reflected in the stock.
• Negative Sentiment: Insider selling: Quiver Quantitative data shows 14 insider sales and no purchases during the past six months. This is a potential cautionary signal, although it has not outweighed the earnings-driven optimism. Quiver Quantitative analysis

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. William Blair raised shares of DexCom to a “strong-buy” rating in a report on Friday, May 15th. Truist Financial set a $93.00 target price on DexCom and gave the company a “buy” rating in a research report on Friday. UBS Group set a $96.00 price target on DexCom and gave the stock a “buy” rating in a report on Tuesday, July 28th. Raymond James Financial restated a “strong-buy” rating and issued a $94.00 price target on shares of DexCom in a research note on Friday. Finally, Robert W. Baird set a $105.00 price objective on DexCom in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $88.12.

DexCom Company Profile

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.