Public Sector Pension Investment Board Boosts Stock Holdings in Tandem Diabetes Care, Inc. $TNDM

Public Sector Pension Investment Board raised its stake in Tandem Diabetes Care, Inc. (NASDAQ:TNDM) by 16.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 263,564 shares of the medical device company’s stock after acquiring an additional 36,460 shares during the period. Public Sector Pension Investment Board owned approximately 0.39% of Tandem Diabetes Care worth $3,200,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of TNDM. Hood River Capital Management LLC grew its position in shares of Tandem Diabetes Care by 10.9% during the second quarter. Hood River Capital Management LLC now owns 2,564,978 shares of the medical device company’s stock valued at $47,811,000 after purchasing an additional 252,934 shares in the last quarter. Paradice Investment Management LLC grew its holdings in Tandem Diabetes Care by 24.3% during the 3rd quarter. Paradice Investment Management LLC now owns 2,196,468 shares of the medical device company’s stock valued at $26,665,000 after buying an additional 429,289 shares in the last quarter. Jennison Associates LLC increased its stake in Tandem Diabetes Care by 12.3% in the 2nd quarter. Jennison Associates LLC now owns 1,658,942 shares of the medical device company’s stock worth $30,923,000 after acquiring an additional 181,834 shares during the last quarter. Geode Capital Management LLC increased its stake in Tandem Diabetes Care by 3.2% in the 2nd quarter. Geode Capital Management LLC now owns 1,606,336 shares of the medical device company’s stock worth $29,946,000 after acquiring an additional 49,126 shares during the last quarter. Finally, Ophir Asset Management Pty Ltd purchased a new stake in shares of Tandem Diabetes Care during the 2nd quarter worth approximately $27,307,000.

Analysts Set New Price Targets

Several brokerages recently weighed in on TNDM. Morgan Stanley set a $23.00 price target on shares of Tandem Diabetes Care and gave the stock an “equal weight” rating in a research report on Tuesday, December 2nd. TD Cowen initiated coverage on shares of Tandem Diabetes Care in a research note on Tuesday, January 27th. They issued a “buy” rating and a $25.00 price objective for the company. Wall Street Zen upgraded shares of Tandem Diabetes Care from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Citigroup increased their price target on shares of Tandem Diabetes Care from $16.00 to $22.00 and gave the company a “neutral” rating in a report on Thursday, December 11th. Finally, Canaccord Genuity Group set a $35.00 price objective on Tandem Diabetes Care and gave the stock a “buy” rating in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $25.50.

Tandem Diabetes Care News Roundup

Here are the key news stories impacting Tandem Diabetes Care this week:

• Positive Sentiment: Q4 beat on top- and bottom-line metrics — revenue of $290.4M (vs. consensus ~$277M), EPS loss narrower than expected and record quarterly sales and pump shipments; management highlighted margin expansion. Tandem Diabetes Care Announces Fourth Quarter and Full Year 2025 Financial Results and 2026 Financial Guidance
• Positive Sentiment: Market reaction: shares surged intraday after the results and outlook, reflecting investor enthusiasm for the beat, margin momentum and sales growth. Tandem Diabetes Shares Rise 33% On Earnings Beat, Margin Expansion, Growth Outlook
• Positive Sentiment: Analyst upgrades/raise: BofA moved TNDM from Underperform to Neutral and raised its target to $30, and several analysts raised forecasts or price targets after the upbeat quarter. These upgrades support further upside momentum. B of A Securities upgrades Tandem Diabetes Care (TNDM)
• Neutral Sentiment: FY‑2026 revenue guidance (~$1.1B) was reiterated/issued and generally in line with consensus — provides visibility but isn’t a clear upside surprise. Tandem Diabetes Care Announces Fourth Quarter and Full Year 2025 Financial Results and 2026 Financial Guidance
• Neutral Sentiment: New pay-as-you-go (subscription) model announced — could expand long-term addressable market and recurring revenue but timing and transition impact are unclear. Tandem stock rises on Q4 beats, new pay-as-you-go model
• Negative Sentiment: Analyst caution: UBS and other analysts maintained Hold ratings, flagging pay‑go transition uncertainty and competitive headwinds that could limit near-term upside — supporting more conservative views. Tandem Diabetes Care: Solid Q4 Beat Offset by PayGo Transition Uncertainty and Competitive Headwinds Supporting Hold Rating
• Negative Sentiment: Mixed price-target moves: some firms raised targets but others (e.g., Stifel’s $22 target) still imply limited near-term upside versus the current price, underscoring divergent analyst views. Tandem Diabetes price target raised by Stifel

Tandem Diabetes Care Stock Performance

Shares of NASDAQ:TNDM opened at $24.57 on Friday. The company has a current ratio of 2.44, a quick ratio of 1.90 and a debt-to-equity ratio of 2.33. Tandem Diabetes Care, Inc. has a 12 month low of $9.98 and a 12 month high of $35.12. The company has a market capitalization of $1.67 billion, a price-to-earnings ratio of -8.00 and a beta of 1.68. The firm’s 50-day moving average is $20.91 and its 200 day moving average is $17.02.

Tandem Diabetes Care (NASDAQ:TNDM) last announced its quarterly earnings data on Thursday, February 19th. The medical device company reported ($0.01) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.05) by $0.04. The business had revenue of $290.38 million during the quarter, compared to the consensus estimate of $277.14 million. Tandem Diabetes Care had a negative net margin of 20.17% and a negative return on equity of 70.01%. The firm’s quarterly revenue was up 15.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.01 earnings per share. Research analysts predict that Tandem Diabetes Care, Inc. will post -1.68 EPS for the current year.

About Tandem Diabetes Care

Tandem Diabetes Care, Inc (NASDAQ: TNDM), headquartered in San Diego, California, is a medical device company focused on the design, development and commercialization of innovative insulin delivery systems for people with insulin-dependent diabetes. Founded in 2006, the company introduced its first product, the t:slim® Insulin Pump, in 2011 and has since built a portfolio of next-generation pumps featuring touchscreen interfaces, remote software updates and integrated continuous glucose monitoring (CGM) capabilities.

The company’s flagship offering, the t:slim X2® Insulin Pump, is engineered to work with leading CGM sensors and features automated insulin delivery algorithms that adjust basal insulin rates based on real-time glucose trends.