MMED

MiniMed Group, Inc.

Nasdaq · Surgical & Medical Instruments & Apparatus · Inc. DE · CIK 0002062583
$15.16 -2.00% $4.3B
High Impact Filing (7/10)6 New Institutional Positions9 Institutional Exits
Vol
Market Cap$4.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders30 funds
Inst. Value$287.5M
Inst. Activity6 buys / 9 sells
SEC Reports7
Exchange Nasdaq·Sector Surgical & Medical Instruments & Apparatus·Inc. DE·CIK 0002062583·Prev Close $15.47

Recent Activity

Jun 11, 2026 SEC
Four institutional investors (D.E. Shaw, Citadel, Two Sigma, UBS) significantly increased their MMED positions in Q3 202
INST-CLUSTER — Impact 4/10
Jun 3, 2026 SEC
MiniMed reported Q4 FY2026 net sales of $837M (+15.6% YoY as reported, +8.7% organic), surpassing $3B in annual revenue
8-K — Impact 6/10
May 18, 2026 SEC
MiniMed disclosed the resignation of director Brett Wall, effective July 3, 2026, due to his departure from parent Medtr
8-K — Impact 2/10
Mar 25, 2026 Insider
Dallara Que surrendered for taxes 4,809 shares
Chief Executive Officer @ $16.31 ($78.4K)
Mar 11, 2026 Insider
Gyurci John was granted 15,322 shares
See Remarks
Mar 11, 2026 Insider
Chandrasena Gillian was granted 19,852 shares
See Remarks
Inst.
MASSACHUSETTS FINANCIAL SERVICES CO — NEW
6,878,460 shares ($102.6M)
Inst.
Alyeska Investment Group, L.P. — NEW
2,000,000 shares ($29.8M)

Price Targets

$20.91 +37.9% upside Strong Buy
Current $15.16 Low $16.00 Median $20.00 High $25.00 11 analysts
$16.00 $25.00

Analyst Ratings

Strong Buy87% buy · 15 analysts
5Strong Buy
8Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 4, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 18, 2026 B of A Securities MAINTAIN Buy → Buy
May 12, 2026 Benchmark INITIATE Buy
Apr 1, 2026 Barclays INITIATE Overweight
Mar 31, 2026 William Blair INITIATE Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.13 ▼ -5.5% $0.07 — $0.20 8
Next Q $0.15 $0.12 — $0.20 8
Current FY $0.66 ▼ -2.0% $0.57 — $0.87 8
Next FY $0.69 ▼ -16.8% $0.10 — $1.01 5% YoY 9

Latest Reports

NEUTRAL INST-CLUSTER 4/10
Four institutional investors (D.E. Shaw, Citadel, Two Sigma, UBS) significantly increased their MMED positions in Q3 202
Jun 11, 2026
MIXED 8-K 6/10
MiniMed reported Q4 FY2026 net sales of $837M (+15.6% YoY as reported, +8.7% organic), surpassing $3B in annual revenue
Jun 3, 2026

Top Institutional Holders

FundValueMove
MASSACHUSETTS FINANCIAL SERVICES CO$102.6MNEW
CITADEL ADVISORS LLC$42.5MADD
Alyeska Investment Group, L.P.$29.8MNEW
Hood River Capital Management$22.5MNEW
FMR LLC$20.4MNEW

Recent Insider Trades

DateInsiderTypeValue
Mar 25, 2026Dallara QueF$78.4K
Mar 11, 2026Gyurci JohnA$0.00
Mar 11, 2026Chandrasena GillianA$0.00
Mar 11, 2026Wills CourtneyA$0.00
Mar 11, 2026Dallara QueA$0.00
30 institutional holders with $287.5M total value (19,435,813 shares) as of 2026-Q1. Top holders: MASSACHUSETTS, CITADEL, Alyeska. Net selling activity: 9 institutions trimmed/exited vs 6 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MASSACHUSETTS FINANCIAL SERVICES CO /MA/6,878,460$102.6M35.7%NEW
2CITADEL ADVISORS LLC2,851,539$42.5M14.8%ADD +90.1%
3Alyeska Investment Group, L.P.2,000,000$29.8M10.4%NEW
4Hood River Capital Management LLC1,505,778$22.5M7.8%NEW
5FMR LLC1,365,000$20.4M7.1%NEW
6Point72 Asset Management, L.P.1,139,793$17.0M5.9%NEW
7BALYASNY ASSET MANAGEMENT L.P.854,748$12.8M4.4%TRIM -34.7%
8HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND750,000$11.2M3.9%NEW
9D. E. Shaw & Co., Inc.450,000$6.7M2.3%ADD +35.8%
10ExodusPoint Capital Management, LP409,248$6.1M2.1%—
11GOLDMAN SACHS GROUP INC305,899$4.6M1.6%—
12Alberta Investment Management Corp250,000$3.7M1.3%—
13FIRST TRUST ADVISORS LP99,149$1.5M0.5%—
14SEI INVESTMENTS CO79,968$1.2M0.4%—
15BARCLAYS PLC58,493$872.7K0.3%—
16BANK OF AMERICA CORP /DE/50,063$746.9K0.3%ADD +31.5%
17MORGAN STANLEY43,138$643.6K0.2%TRIM -26.0%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP30,500$455.1K0.2%—
19BlackRock, Inc.26,175$390.5K0.1%EXIT -100.0%
20SUSQUEHANNA INTERNATIONAL GROUP, LLP24,554$366.3K0.1%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW—6,878,460—$102.6M2026-Q1
Alyeska Investment Group, L.P.NEW—2,000,000—$29.8M2026-Q1
Hood River Capital Management LLCNEW—1,505,778—$22.5M2026-Q1
FMR LLCNEW—1,365,000—$20.4M2026-Q1
Point72 Asset Management, L.P.NEW—1,139,793—$17.0M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM1,308,115854,748-34.7%$12.8M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEW—750,000—$11.2M2026-Q1
Avoro Capital Advisors LLCEXIT5,000,0000-100.0%$0.002026-Q1
JANUS HENDERSON GROUP PLCEXIT2,411,6960-100.0%$0.002026-Q1
STATE STREET CORPEXIT2,368,0660-100.0%$0.002026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCEXIT807,2490-100.0%$0.002026-Q1
WELLINGTON MANAGEMENT GROUP LLPEXIT1,220,6670-100.0%$0.002026-Q1
BlackRock, Inc.EXIT8,273,2760-100.0%$0.002026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.EXIT1,150,0000-100.0%$0.002026-Q1
Blackstone Inc.EXIT2,059,8050-100.0%$0.002026-Q1
BlackRock, Inc.ADD5,935,5578,273,276+39.4%$110.8M2025-Q4
Avoro Capital Advisors LLCNEW—5,000,000—$67.0M2025-Q4
VANGUARD GROUP INCADD2,012,8742,591,901+28.8%$34.7M2025-Q4
JANUS HENDERSON GROUP PLCDOUBLED28,0002,411,696+8513.2%$32.3M2025-Q4
Blackstone Inc.TRIM2,776,5612,059,805-25.8%$27.6M2025-Q4
BALYASNY ASSET MANAGEMENT L.P.NEW—1,308,115—$17.5M2025-Q4
WELLINGTON MANAGEMENT GROUP LLPDOUBLED256,3661,220,667+376.1%$16.3M2025-Q4
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED300,0001,150,000+283.3%$15.4M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD633,702807,249+27.4%$10.8M2025-Q4
TWO SIGMA INVESTMENTS, LPADD296,443425,207+43.4%$5.7M2025-Q4
10 unique insiders with 23 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 25, 2026Dallara QueChief Executive OfficerTAX W/H4,809$16.31$78.4K
Mar 11, 2026Gyurci JohnSee RemarksAWARD15,322——
Mar 11, 2026Chandrasena GillianSee RemarksAWARD19,852——
Mar 11, 2026Wills Courtney NelsonSee RemarksAWARD18,082——
Mar 11, 2026Dallara QueChief Executive OfficerAWARD281,937——
Mar 11, 2026Spooner ChadEVP, Chief Financial OfficerAWARD70,896——
Mar 11, 2026Dianaty AliSee RemarksAWARD11,054——
Mar 9, 2026EISENBERG GLENN ADirectorAWARD13,889——
Mar 9, 2026Spooner ChadEVP, Chief Financial OfficerAWARD84,176——
Mar 9, 2026Spooner ChadEVP, Chief Financial OfficerAWARD27,778——
Mar 9, 2026Dallara QueChief Executive OfficerAWARD252,526——
Mar 9, 2026Dallara QueChief Executive OfficerAWARD83,334——
Mar 9, 2026Dianaty AliSee RemarksAWARD126,263——
Mar 9, 2026Dianaty AliSee RemarksAWARD13,889——
Mar 9, 2026GROSSMAN D KEITHDirectorAWARD13,889——
Mar 9, 2026Chandrasena GillianSee RemarksAWARD63,132——
Mar 9, 2026Chandrasena GillianSee RemarksAWARD6,945——
Mar 9, 2026Gyurci JohnSee RemarksAWARD25,253——
Mar 9, 2026Gyurci JohnSee RemarksAWARD2,778——
Mar 9, 2026Wills Courtney NelsonSee RemarksAWARD63,132——
Mar 9, 2026Wills Courtney NelsonSee RemarksAWARD6,945——
Mar 9, 2026Wicks Timothy ADirectorAWARD13,889——
Mar 9, 2026Lofton Kevin EDirectorAWARD27,778——
7 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 2 mixed, 5 neutral. Avg impact: 5.0/10.
NEUTRAL INST-CLUSTER 4/10
Four institutional investors (D.E. Shaw, Citadel, Two Sigma, UBS) significantly increased their MMED
Jun 11, 2026
MIXED 8-K 6/10
MiniMed reported Q4 FY2026 net sales of $837M (+15.6% YoY as reported, +8.7% organic), surpassing $3
Jun 3, 2026
NEUTRAL 8-K 2/10
MiniMed disclosed the resignation of director Brett Wall, effective July 3, 2026, due to his departu
May 18, 2026
NEUTRAL 8-K 5/10
MiniMed Group, Inc. disclosed that its parent company, Medtronic plc, experienced a cybersecurity in
Apr 27, 2026
NEUTRAL 424B4 5/10
MiniMed Group, Inc. is conducting an initial public offering of 28 million shares at $20.00 per shar
Mar 6, 2026
NEUTRAL EFFECT 6/10
MiniMed Group, Inc. has had an S-1 registration statement declared effective by the SEC, indicating
Mar 6, 2026
MIXED S-1/A 7/10
MiniMed Group, Inc. is a global medical technology company spun off from Medtronic, focused on diabe
Feb 27, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (87% buy). Based on 15 analysts: 5 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$20.91 mean target +37.9% upside Strong Buy (1.25)
$16.00 Low $25.00 High
MetricValue
Current Price$15.16
Target Low$16.00
Target Mean$20.91
Target Median$20.00
Target High$25.00
# Analysts11
RecommendationStrong Buy (1.25)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
 $0.13 $0.07 $0.20 — -5.5% 1↑ 4↓ $0.8B — 8
Next Q
2026-10-31
 $0.15 $0.12 $0.20 — -0.3% 4↑ 2↓ $0.8B — 8
Current FY
2027-04-30
 $0.66 $0.57 $0.87 — -2.0% 5↑ 1↓ $3.4B 15.8% 8
Next FY
2028-04-30
 $0.69 $0.10 $1.01 4.7% -16.8% 2↑ 4↓ $3.7B 8.0% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.125
7d ago$0.126-0.000
30d ago$0.133-0.007
60d ago$0.133-0.007
90d ago$0.000+0.125
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 11 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 4, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 18, 2026 B of A Securities MAINTAIN Buy Buy
May 12, 2026 Benchmark INITIATE — Buy
Apr 1, 2026 Barclays INITIATE — Overweight
Mar 31, 2026 William Blair INITIATE — Outperform
Mar 31, 2026 Citigroup INITIATE — Buy
Mar 31, 2026 Piper Sandler INITIATE — Neutral
Mar 31, 2026 Mizuho INITIATE — Outperform
Mar 31, 2026 Wells Fargo INITIATE — Overweight
Mar 31, 2026 Morgan Stanley INITIATE — Overweight
Mar 31, 2026 Evercore ISI Group INITIATE — Outperform
Mar 31, 2026 B of A Securities INITIATE — Buy
Mar 31, 2026 BTIG INITIATE — Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265820087%
May 1, 20265720086%
Apr 1, 20264720085%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 22, 2026
earnings_calendar
MMED Q4 2025 Earnings Scheduled — 2026-06-22
Jun 11, 2026
short_volume
Short Volume: MMED — 58.6% short (0.3M / 0.5M)
Short: 321,968 | Exempt: 0 | TRF Vol: 549,361 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
earnings_calendar
MMED Q4 2025 Earnings Scheduled — 2026-06-03
Apr 28, 2026
other
MiniMed announces Health Canada License for Simplera Sync™ Sensor, Type 2 Diabetes Indication with MiniMed™ 780G System
Latest authorization expands MiniMed CGM portfolio in Canada <pre>Latest authorization expands MiniMed CGM portfolio in Canada</pre>
Apr 15, 2026
short_interest
FTD: MMED — 53,759 shares ($0.8M) failed to deliver
Settlement: 20260415, Price: $15.21, FTD Value: $817,674.39, MINIMED GROUP INC COM
Mar 31, 2026
short_volume
Short Volume: MMED — 66.0% short (0.3M / 0.5M)
Short: 343,767 | Exempt: 211 | TRF Vol: 521,160 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_interest
FTD: MMED — 36,334 shares ($0.6M) failed to deliver
Settlement: 20260323, Price: $16.57, FTD Value: $602,054.38, MINIMED GROUP INC COM
Mar 13, 2026
short_interest
FTD: MMED — 42,191 shares ($0.7M) failed to deliver
Settlement: 20260313, Price: $16.53, FTD Value: $697,417.23, MINIMED GROUP INC COM
Mar 11, 2026
short_interest
FTD: MMED — 33,431 shares ($0.6M) failed to deliver
Settlement: 20260311, Price: $18.33, FTD Value: $612,790.23, MINIMED GROUP INC COM
Mar 10, 2026
short_interest
FTD: MMED — 1,081,727 shares ($19.5M) failed to deliver
Settlement: 20260310, Price: $18.00, FTD Value: $19,471,086, MINIMED GROUP INC COM
Mar 9, 2026
short_interest
FTD: MMED — 1,757,070 shares ($32.5M) failed to deliver
Settlement: 20260309, Price: $18.49, FTD Value: $32,488,224.3, MINIMED GROUP INC COM