DexCom, Inc. $DXCM Stock Acquired by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR increased its stake in shares of DexCom, Inc. (NASDAQ:DXCM) by 32.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,337 shares of the medical device company’s stock after purchasing an additional 6,624 shares during the quarter. Generali Asset Management SPA SGR’s holdings in DexCom were worth $2,359,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of DXCM. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position 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 purchasing an additional 1,515,702 shares during the last quarter. Legal & General Group Plc acquired a new position in DexCom during the 2nd quarter worth $173,237,000. Janus Henderson Group PLC boosted its position in DexCom by 32.3% in 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 buying an additional 645,534 shares during the last quarter. Deutsche Bank AG bought a new position in DexCom in the 2nd quarter valued at $164,035,000. Finally, Arrowstreet Capital Limited Partnership boosted its position in DexCom by 100.4% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,545,103 shares of the medical device company’s stock valued at $159,832,000 after buying an additional 1,275,142 shares during the last quarter. Institutional investors and hedge funds own 97.75% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the company. Benchmark lifted their target price on DexCom from $77.00 to $82.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Raymond James Financial reaffirmed a “strong-buy” rating and set a $94.00 price target on shares of DexCom in a research note on Friday, July 31st. BTIG Research raised their price target on DexCom from $90.00 to $96.00 and gave the company a “buy” rating in a report on Monday, October 12th. Robert W. Baird set a $105.00 price objective on DexCom in a research report on Friday, July 31st. Finally, Wall Street Zen raised DexCom from a “hold” rating to a “buy” rating in a report on Sunday, September 6th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, DexCom currently has an average rating of “Buy” and a consensus price target of $92.43.

Insider Buying and Selling

In related news, EVP Sadie Stern sold 2,565 shares of DexCom stock in a transaction on Monday, September 28th. The stock was sold at an average price of $86.15, for a total transaction of $220,974.75. Following the completion of the sale, the executive vice president directly owned 123,478 shares of the company’s stock, valued at $10,637,629.70. The trade was a 2.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark G. Foletta sold 2,000 shares of the company’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $85.32, for a total value of $170,640.00. Following the completion of the sale, the director owned 48,852 shares of the company’s stock, valued at $4,168,052.64. This represents a 3.93% decrease in their position. The SEC filing for this sale provides additional information. 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 worth $2,090,833 over the last 90 days. 0.28% of the stock is currently owned by corporate insiders.

DexCom News Roundup

Here are the key news stories impacting DexCom this week:

• Positive Sentiment: Q3 results exceeded expectations. DexCom reported adjusted earnings of $0.73 per share, above the $0.66–$0.68 analyst consensus, while revenue reached $1.34 billion, modestly ahead of estimates and up about 11% year over year. The company’s prior-year EPS was $0.61. DexCom Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: Profitability improved substantially. Gross profit rose 18.2% to $864.4 million, and operating profit increased 34.9% to $327.2 million. These gains suggest improved operating leverage as DexCom expands its continuous glucose monitoring business. DexCom Stock Rises on Q3 Earnings
• Positive Sentiment: Management raised its sales outlook and authorized a $1 billion buyback. Higher guidance supports the view that demand for DexCom’s diabetes-monitoring products remains healthy, while repurchases could provide support for per-share earnings and the stock valuation. DexCom Q3 2026: Raised Guidance and a $1 Billion Buyback
• Positive Sentiment: Product expansion adds a potential growth catalyst. DexCom plans to launch its G7 15-Day continuous glucose monitoring system in Canada in November, potentially increasing sensor utilization and broadening its international market opportunity. DexCom to Launch G7 15-Day CGM System in Canada
• Neutral Sentiment: Despite the earnings beat, one report described the initial market reaction as limited, indicating investors may already have anticipated strong results or remain focused on forward growth and valuation.
• Negative Sentiment: Cash generation and net income were softer in some measures. Operating cash flow declined to $325.6 million, while net income attributable to common shareholders fell 3.1% year over year. In addition, repeated insider sales—including a pre-arranged sale by EVP Sadie Stern—could weigh modestly on sentiment, although such transactions do not necessarily indicate deteriorating business conditions. DexCom Insider Selling

DexCom Trading Up 1.7%

Shares of NASDAQ DXCM opened at $79.93 on Friday. DexCom, Inc. has a fifty-two week low of $54.11 and a fifty-two week high of $92.59. The firm has a market capitalization of $30.16 billion, a P/E ratio of 30.83, a P/E/G ratio of 1.32 and a beta of 1.48. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.73 and a quick ratio of 1.43. The company’s 50 day simple moving average is $85.98 and its 200 day simple moving average is $74.60.

DexCom (NASDAQ:DXCM) last released its earnings results on Thursday, October 29th. The medical device company reported $0.73 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.05. The firm had revenue of $1.34 billion during the quarter, compared to analyst estimates of $1.33 billion. DexCom had a net margin of 20.12% and a return on equity of 35.94%. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.61 EPS. On average, analysts predict that DexCom, Inc. will post 2.64 EPS for the current year.

About DexCom

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.