TCMD

TACTILE SYSTEMS TECHNOLOGY INC

Nasdaq · Surgical & Medical Instruments & Apparatus · Inc. MN · CIK 0001027838
$26.31 -0.15% $593.5M
Insider Selling Cluster (3 insiders)11 New Institutional Positions
Vol
Market Cap$593.5M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders50 funds
Inst. Value$341.6M
Inst. Activity11 buys / 2 sells
Insider Activity0B / 7S
Insider Net $-$1.5M
SEC Reports4
Exchange Nasdaq·Sector Surgical & Medical Instruments & Apparatus·Inc. MN·CIK 0001027838·Prev Close $26.35

Recent Activity

Jun 11, 2026 SEC
An institutional cluster in TCMD shows 5 buyers (net +$10.9M) and 3 sellers (net +$13.5M) in Q4 2025, but the sellers' a
INST-CLUSTER — Impact 4/10
May 20, 2026 other
Tactile Medical to Present at the William Blair 46th Annual Growth Stock Conference
<p align="justify">MINNEAPOLIS, May 20, 2026 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc.
May 11, 2026 Insider
Birkemeyer Elaine M. sold 4,631 shares
CHIEF FINANCIAL OFFICER @ $24.49 ($113.4K)
May 6, 2026 Insider
Huggenberger Raymond was granted 6,521 shares
Director
May 6, 2026 Insider
BURKE WILLIAM W was granted 6,521 shares
Director
Apr 20, 2026 SEC
Tactile Systems Technology (TCMD) issued a press release announcing the upcoming release of its Q1 FY2026 earnings on Ma
PRESS-RELEASE — Impact 3/10
Mar 25, 2026 SEC
Tactile Systems Technology, Inc. (TCMD) is holding its 2026 annual shareholder meeting to vote on four key items: the el
DEFA14A — Impact 3/10
Inst.
DRIEHAUS CAPITAL MANAGEMENT LLC — ADD
741,914 shares ($19.4M)

Price Targets

$39.50 +50.1% upside Strong Buy
Current $26.31 Low $36.00 Median $40.00 High $42.00 4 analysts
$36.00 $42.00

Analyst Ratings

Strong Buy91% buy · 11 analysts
4Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 BTIG REITERATE Buy → Buy
May 7, 2026 B. Riley Securities UPGRADE Neutral → Buy
May 5, 2026 BTIG MAINTAIN Buy → Buy
Feb 18, 2026 B. Riley Securities MAINTAIN Neutral → Neutral
Feb 18, 2026 Piper Sandler MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.17 ▲ +3.0% $0.16 — $0.18 21% YoY 2
Next Q $0.39 ▲ +1.3% $0.37 — $0.41 8% YoY 2
Current FY $1.09 ▼ -1.4% $1.05 — $1.14 32% YoY 2
Next FY $1.50 ▲ +2.0% $1.35 — $1.66 37% YoY 2

Top Institutional Holders

FundValueMove
BlackRock, Inc.$46.5M
MORGAN STANLEY$36.1MTRIM
DIMENSIONAL FUND ADVISORS LP$28.2M
VANGUARD CAPITAL MANAGEMENT LLC$24.7M
DRIEHAUS CAPITAL MANAGEMENT LLC$19.4MADD

Recent Insider Trades

DateInsiderTypeValue
May 11, 2026Birkemeyer ElaineSELL$113.4K
May 6, 2026Huggenberger RaymondA$0.00
May 6, 2026BURKE WILLIAMA$0.00
May 6, 2026Washington BoydA$0.00
May 6, 2026Volkart CarmenA$0.00
50 institutional holders with $341.6M total value (13,067,287 shares) as of 2026-Q1. Top holders: BlackRock,, MORGAN, DIMENSIONAL. Net buying activity: 11 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,779,446$46.5M13.6%
2MORGAN STANLEY1,382,812$36.1M10.6%TRIM -36.2%
3DIMENSIONAL FUND ADVISORS LP1,079,716$28.2M8.3%
4VANGUARD CAPITAL MANAGEMENT LLC945,097$24.7M7.2%
5DRIEHAUS CAPITAL MANAGEMENT LLC741,914$19.4M5.7%ADD +31.2%
6VANGUARD PORTFOLIO MANAGEMENT LLC668,334$17.5M5.1%
7FEDERATED HERMES, INC.660,957$17.3M5.1%ADD +42.7%
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP638,368$16.7M4.9%DOUBLED +485.7%
9DEUTSCHE BANK AG\580,807$15.2M4.4%NEW
10STATE STREET CORP568,426$14.9M4.3%
11RENAISSANCE TECHNOLOGIES LLC510,897$13.3M3.9%ADD +32.3%
12JANUS HENDERSON GROUP PLC317,695$8.3M2.4%ADD +67.4%
13GOLDMAN SACHS GROUP INC299,017$7.8M2.3%
14MARSHALL WACE, LLP298,379$7.8M2.3%
15AMERIPRISE FINANCIAL INC235,200$6.1M1.8%TRIM -27.6%
16PRUDENTIAL FINANCIAL INC222,145$5.8M1.7%DOUBLED +337.9%
17CAPITOLIS LIQUID GLOBAL MARKETS LLC165,300$4.3M1.3%NEAR_EXIT -78.4%
18D. E. Shaw & Co., Inc.153,615$4.0M1.2%ADD +36.4%
19VANGUARD FIDUCIARY TRUST CO146,782$3.8M1.1%
20FRANKLIN RESOURCES INC136,912$3.6M1.0%DOUBLED +197.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DRIEHAUS CAPITAL MANAGEMENT LLCADD565,642741,914+31.2%$19.4M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD386,300510,897+32.3%$13.3M2026-Q1
JANUS HENDERSON GROUP PLCADD189,753317,695+67.4%$8.3M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED50,735222,145+337.9%$5.8M2026-Q1
FRANKLIN RESOURCES INCDOUBLED46,077136,912+197.1%$3.6M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD79,058132,015+67.0%$3.4M2026-Q1
Trexquant Investment LPTRIM168,779118,276-29.9%$3.1M2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD65,44793,813+43.3%$2.5M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED31,93071,699+124.6%$1.9M2026-Q1
SEI INVESTMENTS CODOUBLED32,51665,511+101.5%$1.7M2026-Q1
FIRST TRUST ADVISORS LPADD16,28220,994+28.9%$548.6K2026-Q1
Russell Investments Group, Ltd.TRIM14,2787,161-49.8%$185.8K2026-Q1
Rockefeller Capital Management L.P.DOUBLED89288+223.6%$7.5K2026-Q1
MORGAN STANLEYTRIM2,293,1201,463,247-36.2%$42.4M2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED109,001638,368+485.7%$18.5M2025-Q4
DEUTSCHE BANK AG\NEW578,669$16.8M2025-Q4
DRIEHAUS CAPITAL MANAGEMENT LLCNEW565,642$16.4M2025-Q4
AMERIPRISE FINANCIAL INCTRIM345,205250,051-27.6%$7.3M2025-Q4
CAPITOLIS LIQUID GLOBAL MARKETS LLCNEAR_EXIT902,062194,400-78.4%$5.6M2025-Q4
D. E. Shaw & Co., Inc.ADD127,461173,836+36.4%$5.0M2025-Q4
Invesco Ltd.DOUBLED57,096160,333+180.8%$4.6M2025-Q4
FMR LLCADD84,527105,882+25.3%$3.1M2025-Q4
BANK OF AMERICA CORP /DE/ADD45,56067,802+48.8%$2.0M2025-Q4
FRANKLIN RESOURCES INCTRIM75,15246,077-38.7%$1.3M2025-Q4
WELLS FARGO & COMPANY/MNADD19,91727,022+35.7%$783.6K2025-Q4
11 unique insiders with 22 transactions. Net insider value: -$1.5M ($0.00 bought, $1.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 11, 2026Birkemeyer Elaine M.CHIEF FINANCIAL OFFICERSELL4,631$24.49$113.4K
May 6, 2026Huggenberger RaymondDirectorAWARD6,521
May 6, 2026BURKE WILLIAM WDirectorAWARD6,521
May 6, 2026Washington Boyd VindellDirectorAWARD6,521
May 6, 2026Volkart Carmen BDirectorAWARD6,521
May 6, 2026Shafer David BrentDirectorAWARD6,521
May 6, 2026Pearson AndreaDirectorAWARD6,521
May 6, 2026King Laura G.DirectorAWARD6,521
May 6, 2026Asbury Valerie L.DirectorAWARD6,521
Mar 9, 2026Pearson AndreaDirectorAWARD852
Feb 24, 2026Burns KristieSr. VP Mktg & Clinical AffairsSELL6,246$28.94$180.8K
Feb 24, 2026Dodd Sheri LouiseChief Executive OfficerSELL10,993$28.94$318.1K
Feb 24, 2026Birkemeyer Elaine M.CHIEF FINANCIAL OFFICERSELL7,701$28.94$222.9K
Feb 23, 2026Burns KristieSr. VP Mktg & Clinical AffairsSELL4,279$28.28$121.0K
Feb 23, 2026Dodd Sheri LouiseChief Executive OfficerSELL14,703$28.28$415.8K
Feb 23, 2026Birkemeyer Elaine M.CHIEF FINANCIAL OFFICERSELL5,322$28.28$150.5K
Feb 20, 2026Birkemeyer Elaine M.CHIEF FINANCIAL OFFICERAWARD3,579
Feb 20, 2026Burns KristieSr. VP Mktg & Clinical AffairsAWARD3,490
Feb 20, 2026Dodd Sheri LouiseChief Executive OfficerAWARD19,751
Feb 19, 2026Burns KristieSr. VP Mktg & Clinical AffairsAWARD6,194
Feb 19, 2026Dodd Sheri LouiseChief Executive OfficerAWARD48,672
Feb 19, 2026Birkemeyer Elaine M.CHIEF FINANCIAL OFFICERAWARD23,008

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

Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 4 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$39.50 mean target +50.1% upside Strong Buy (1.20)
$36.00 Low $42.00 High
MetricValue
Current Price$26.31
Target Low$36.00
Target Mean$39.50
Target Median$40.00
Target High$42.00
# Analysts4
RecommendationStrong Buy (1.20)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.17 $0.16 $0.18 21.4% +3.0% 1↑ 0↓ $0.1B 8.4% 2
Next Q
2026-09-30
$0.39 $0.37 $0.41 8.3% +1.3% 1↑ 0↓ $0.1B 9.1% 2
Current FY
2026-12-31
$1.09 $1.05 $1.14 31.6% -1.4% 1↑ 1↓ $0.4B 10.7% 2
Next FY
2027-12-31
$1.50 $1.35 $1.66 37.4% +2.0% 2↑ 0↓ $0.4B 9.0% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.170
7d ago$0.170
30d ago$0.165+0.005
60d ago$0.165+0.005
90d ago$0.165+0.005
3 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 BTIG REITERATE Buy Buy
May 7, 2026 B. Riley Securities UPGRADE Neutral Buy
May 5, 2026 BTIG MAINTAIN Buy Buy
Feb 18, 2026 B. Riley Securities MAINTAIN Neutral Neutral
Feb 18, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 18, 2026 BTIG MAINTAIN Buy Buy
Jan 5, 2026 Piper Sandler UPGRADE Neutral Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264610091%
May 1, 20264520082%
Apr 1, 20264520082%
Mar 1, 20264520082%
Feb 1, 20264520082%
Jan 1, 20264430073%
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.

May 20, 2026
other
Tactile Medical to Present at the William Blair 46th Annual Growth Stock Conference
<p align="justify">MINNEAPOLIS, May 20, 2026 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD),
May 4, 2026
earnings
Tactile Systems Technology, Inc. Reports First Quarter 2026 Financial Results
<p align="justify">MINNEAPOLIS, May 04, 2026 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD),
May 4, 2026
earnings_calendar
TCMD Q1 2026 Earnings Scheduled — 2026-05-04
Apr 20, 2026
earnings
Tactile Medical to Release First Quarter of Fiscal Year 2026 Financial Results on May 4, 2026
<p align="justify">MINNEAPOLIS, April 20, 2026 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD
Mar 9, 2026
other
Tactile Medical Strengthens Board of Directors with Appointment of Andrea Pearson
<p align="justify">MINNEAPOLIS, March 09, 2026 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD