Teacher Retirement System of Texas trimmed its position in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 26.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 278,540 shares of the medical research company’s stock after selling 99,434 shares during the quarter. Teacher Retirement System of Texas’ holdings in Edwards Lifesciences were worth $23,746,000 as of its most recent SEC filing.
Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in Edwards Lifesciences by 0.5% in the third quarter. Vanguard Group Inc. now owns 70,363,210 shares of the medical research company’s stock worth $5,472,147,000 after purchasing an additional 365,581 shares in the last quarter. Wellington Management Group LLP boosted its position in shares of Edwards Lifesciences by 4.9% during the third quarter. Wellington Management Group LLP now owns 20,804,416 shares of the medical research company’s stock valued at $1,617,959,000 after buying an additional 977,933 shares during the last quarter. Bank of New York Mellon Corp boosted its position in shares of Edwards Lifesciences by 8.1% during the third quarter. Bank of New York Mellon Corp now owns 19,010,227 shares of the medical research company’s stock valued at $1,478,425,000 after buying an additional 1,423,365 shares during the last quarter. Jennison Associates LLC raised its stake in shares of Edwards Lifesciences by 19.6% during the 3rd quarter. Jennison Associates LLC now owns 13,958,774 shares of the medical research company’s stock worth $1,085,574,000 after purchasing an additional 2,287,783 shares during the period. Finally, Ninety One UK Ltd raised its stake in shares of Edwards Lifesciences by 14.0% during the 3rd quarter. Ninety One UK Ltd now owns 7,908,572 shares of the medical research company’s stock worth $615,050,000 after purchasing an additional 969,030 shares during the period. 79.46% of the stock is currently owned by institutional investors.
Insider Transactions at Edwards Lifesciences
In related news, VP Donald E. Bobo, Jr. sold 24,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $83.84, for a total transaction of $2,012,160.00. Following the completion of the transaction, the vice president owned 21,266 shares of the company’s stock, valued at $1,782,941.44. This trade represents a 53.02% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Daniel J. Lippis sold 1,019 shares of the firm’s stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $80.98, for a total value of $82,518.62. Following the transaction, the vice president directly owned 33,934 shares of the company’s stock, valued at approximately $2,747,975.32. This trade represents a 2.92% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 86,058 shares of company stock valued at $7,118,636. Corporate insiders own 0.31% of the company’s stock.
Key Edwards Lifesciences News
- Positive Sentiment: Strong underlying demand and an overall beat — management said robust demand for its artificial/complex heart valves drove outperformance and Reuters noted the company topped quarterly estimates; that pushed shares higher in after-hours trading. Article Title
- Positive Sentiment: Revenue growth: reported revenue of about $1.65B (+16.7% YoY), roughly beating the revenue estimate — supports ongoing top-line momentum in core valve businesses. Article Title
- Neutral Sentiment: Guidance is roughly in line with consensus but not clearly bullish — Q2 EPS guided to $0.70–$0.76 (consensus ~ $0.75) and FY EPS to $2.95–$3.05 (consensus ~ $2.97); revenue range $6.5B–$6.9B vs a ~$6.7B consensus, leaving investors focused on the midpoint and execution risk.
- Neutral Sentiment: Company-reported EPS/metrics show improvement (MarketBeat/press release notes an EPS beat vs some estimates), but reporting differences across outlets create short-term interpretation noise. Article Title
- Negative Sentiment: Conflicting EPS figures and measure differences — one data source (Quiver) shows diluted EPS below estimates, which can spook investors who focus on GAAP vs. adjusted reconciliation and raise uncertainty about the quality of the beat. Article Title
- Negative Sentiment: Insider selling and large recent institutional rebalances noted in filings (documented by Quiver) can add selling pressure or reduce investor confidence in the near term. Article Title
- Negative Sentiment: High valuation (P/E in the mid‑40s) and a recent strong run mean the name is vulnerable to profit-taking when guidance or metrics are viewed as only modestly better — that likely contributes to today’s weakness.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently commented on EW shares. Robert W. Baird set a $90.00 target price on Edwards Lifesciences in a research note on Monday, January 12th. Wells Fargo & Company boosted their target price on Edwards Lifesciences from $96.00 to $100.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Wolfe Research upgraded Edwards Lifesciences from a “peer perform” rating to an “outperform” rating and set a $92.00 target price on the stock in a research note on Wednesday, April 1st. BTIG Research restated a “buy” rating and issued a $103.00 target price on shares of Edwards Lifesciences in a research note on Wednesday, February 11th. Finally, Truist Financial set a $89.00 target price on Edwards Lifesciences and gave the company a “hold” rating in a research note on Wednesday, February 11th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.74.
Check Out Our Latest Research Report on EW
Edwards Lifesciences Price Performance
EW opened at $79.69 on Friday. The stock has a 50-day moving average price of $81.54 and a 200-day moving average price of $82.15. Edwards Lifesciences Corporation has a 12-month low of $72.30 and a 12-month high of $87.89. The company has a current ratio of 3.72, a quick ratio of 3.09 and a debt-to-equity ratio of 0.06. The stock has a market capitalization of $45.95 billion, a P/E ratio of 43.55, a PEG ratio of 2.12 and a beta of 0.95.
Edwards Lifesciences (NYSE:EW – Get Free Report) last issued its earnings results on Thursday, April 23rd. The medical research company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.05. The company had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.60 billion. Edwards Lifesciences had a return on equity of 14.50% and a net margin of 17.69%.Edwards Lifesciences’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same period in the prior year, the business posted $0.64 EPS. Edwards Lifesciences has set its FY 2026 guidance at 2.950-3.050 EPS and its Q2 2026 guidance at 0.700-0.760 EPS. Equities analysts predict that Edwards Lifesciences Corporation will post 2.96 earnings per share for the current fiscal year.
About Edwards Lifesciences
Edwards Lifesciences is a medical technology company focused on products and therapies for structural heart disease and critical care monitoring. The company designs, develops and manufactures prosthetic heart valves and related delivery systems used in both surgical and minimally invasive (transcatheter) procedures. Its portfolio addresses a range of valvular conditions, with an emphasis on technologies that enable transcatheter aortic valve replacement (TAVR) as an alternative to open-heart surgery.
In addition to transcatheter heart valves—including the widely recognized SAPIEN family—Edwards offers surgical tissue valves and ancillary devices used by cardiac surgeons, interventional cardiologists and hospital teams.
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