Osterweis Capital Management Inc. Makes New Investment in Glaukos Corporation $GKOS

Posted by George Bondi on Aug 26th, 2026

Osterweis Capital Management Inc. purchased a new position in shares of Glaukos Corporation (NYSE:GKOS – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 40,539 shares of the medical instruments supplier’s stock, valued at approximately $5,666,000. Osterweis Capital Management Inc. owned 0.07% of Glaukos as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of GKOS. BlackRock Inc. acquired a new position in Glaukos during the 2nd quarter worth about $1,333,318,000. Janus Henderson Group PLC grew its position in Glaukos by 77.2% in the 1st quarter. Janus Henderson Group PLC now owns 5,348,395 shares of the medical instruments supplier’s stock valued at $575,844,000 after acquiring an additional 2,329,608 shares in the last quarter. Wellington Management Group LLP increased its stake in Glaukos by 10.4% during the third quarter. Wellington Management Group LLP now owns 3,580,670 shares of the medical instruments supplier’s stock worth $292,004,000 after purchasing an additional 336,266 shares during the period. Primecap Management Co. CA increased its stake in Glaukos by 49.8% during the fourth quarter. Primecap Management Co. CA now owns 3,376,928 shares of the medical instruments supplier’s stock worth $381,289,000 after purchasing an additional 1,123,140 shares during the period. Finally, State Street Corp lifted its position in shares of Glaukos by 0.9% during the fourth quarter. State Street Corp now owns 2,122,402 shares of the medical instruments supplier’s stock worth $239,640,000 after purchasing an additional 18,040 shares in the last quarter. Hedge funds and other institutional investors own 99.04% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on GKOS shares. William Blair restated an “outperform” rating on shares of Glaukos in a report on Tuesday, May 26th. HC Wainwright increased their target price on shares of Glaukos from $168.00 to $195.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. UBS Group started coverage on shares of Glaukos in a research report on Tuesday, July 28th. They issued a “neutral” rating and a $150.00 price target for the company. Wall Street Zen upgraded shares of Glaukos from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Finally, Needham & Company LLC upped their price objective on Glaukos from $150.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. Twelve equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Glaukos presently has an average rating of “Moderate Buy” and an average target price of $178.08.

Check Out Our Latest Report on GKOS

Insider Activity

In related news, Director Leana Wen sold 525 shares of the business’s stock in a transaction on Friday, July 31st. The shares were sold at an average price of $167.63, for a total transaction of $88,005.75. Following the completion of the transaction, the director owned 21,092 shares in the company, valued at approximately $3,535,651.96. The trade was a 2.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Gilbert H. Kliman sold 2,500 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $190.00, for a total transaction of $475,000.00. Following the transaction, the director owned 37,406 shares of the company’s stock, valued at approximately $7,107,140. The trade was a 6.26% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 113,025 shares of company stock valued at $19,600,006. 5.90% of the stock is currently owned by company insiders.

Glaukos Stock Performance

Shares of Glaukos stock opened at $181.48 on Wednesday. Glaukos Corporation has a one year low of $73.16 and a one year high of $191.62. The company has a market cap of $10.70 billion, a PE ratio of -55.84 and a beta of 0.78. The company has a debt-to-equity ratio of 0.10, a quick ratio of 4.46 and a current ratio of 5.04. The business has a 50-day simple moving average of $159.57 and a 200-day simple moving average of $132.67.

Glaukos (NYSE:GKOS – Get Free Report) last issued its earnings results on Wednesday, July 29th. The medical instruments supplier reported ($0.14) earnings per share for the quarter, beating the consensus estimate of ($0.21) by $0.07. Glaukos had a negative net margin of 30.68% and a negative return on equity of 6.37%. The firm had revenue of $185.61 million for the quarter, compared to analysts’ expectations of $150.93 million. During the same quarter last year, the company earned ($0.24) earnings per share. The firm’s revenue was up 49.6% compared to the same quarter last year. On average, equities research analysts forecast that Glaukos Corporation will post -0.32 EPS for the current fiscal year.

Glaukos Company Profile

(Free Report)

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.