National Pension Service grew its holdings in Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 0.7% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 998,775 shares of the medical research company’s stock after buying an additional 7,009 shares during the quarter. National Pension Service’s holdings in Edwards Lifesciences were worth $90,349,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors also recently made changes to their positions in EW. Hanson & Doremus Investment Management bought a new stake in Edwards Lifesciences in the first quarter valued at about $25,000. JPL Wealth Management LLC bought a new position in Edwards Lifesciences during the third quarter worth about $25,000. MV Capital Management Inc. bought a new position in Edwards Lifesciences during the fourth quarter worth about $26,000. RMG Wealth Management LLC acquired a new stake in Edwards Lifesciences during the first quarter valued at approximately $26,000. Finally, Pin Oak Investment Advisors Inc. acquired a new stake in Edwards Lifesciences during the second quarter valued at approximately $26,000. 79.46% of the stock is owned by institutional investors.
Insider Transactions at Edwards Lifesciences
In related news, SVP Andrew M. Dahl sold 544 shares of the firm’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $91.06, for a total value of $49,536.64. Following the transaction, the senior vice president owned 14,868 shares in the company, valued at $1,353,880.08. This trade represents a 3.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Daniel J. Lippis sold 619 shares of Edwards Lifesciences stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $87.51, for a total value of $54,168.69. Following the completion of the sale, the vice president owned 40,034 shares of the company’s stock, valued at approximately $3,503,375.34. The trade was a 1.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 5,664 shares of company stock worth $511,918 over the last 90 days. 0.31% of the stock is owned by insiders.
Key Stories Impacting Edwards Lifesciences
- Positive Sentiment: CMS expands TAVR coverage: The Centers for Medicare and Medicaid Services will extend Medicare coverage to certain patients with severe aortic stenosis who do not yet have symptoms. The broader eligible patient population could increase demand for Edwards’ TAVR valves and procedures, a particularly important growth opportunity for the company. CMS expands TAVR Medicare coverage to asymptomatic patients
- Positive Sentiment: Company welcomes the policy: Edwards said the national coverage determination should improve patient access to TAVR while reinforcing the role of multidisciplinary Heart Teams. The company also reaffirmed its 2026 financial guidance following the decision, suggesting no immediate deterioration in its outlook. Edwards Lifesciences Reaffirms 2026 Guidance Following Medicare TAVR Decision
- Positive Sentiment: Analysts remain bullish: Citi initiated or reiterated a Buy view, while BTIG reaffirmed its Buy rating with a $110 price target. William Blair also maintained a Buy rating, citing the expanded TAVR coverage and inclusion of asymptomatic patients. These targets imply substantial potential upside from recent trading levels. Analyst Buy Rating on Edwards Lifesciences
- Neutral Sentiment: Why the stock may still be under pressure: The reports identify no new company-specific negative catalyst. Investors may be waiting for evidence that the CMS change translates into procedure volumes and revenue, while Edwards’ relatively elevated valuation—about 49 times earnings—could make the shares sensitive to profit-taking or broader market weakness.
Edwards Lifesciences Price Performance
EW opened at $84.54 on Friday. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.52 and a quick ratio of 3.77. The stock has a market capitalization of $48.68 billion, a P/E ratio of 48.59, a price-to-earnings-growth ratio of 2.28 and a beta of 0.85. The company’s 50 day simple moving average is $89.16 and its 200-day simple moving average is $85.79. Edwards Lifesciences Corporation has a one year low of $72.30 and a one year high of $96.29.
Edwards Lifesciences (NYSE:EW – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The medical research company reported $0.78 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.04. Edwards Lifesciences had a net margin of 15.43% and a return on equity of 15.68%. The firm had revenue of $1.74 billion during the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter in the previous year, the company posted $0.67 EPS. Edwards Lifesciences’s revenue was up 13.6% on a year-over-year basis. Edwards Lifesciences has set its Q3 2026 guidance at 0.710-0.770 EPS and its FY 2026 guidance at 2.950-3.050 EPS. Sell-side analysts anticipate that Edwards Lifesciences Corporation will post 3 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
Several equities research analysts have recently weighed in on the company. Piper Sandler reiterated an “overweight” rating and issued a $101.00 price objective (up from $100.00) on shares of Edwards Lifesciences in a research note on Friday, July 24th. Leerink Partners upgraded Edwards Lifesciences from a “market perform” rating to an “outperform” rating and raised their target price for the stock from $87.00 to $101.00 in a research report on Friday, July 24th. JPMorgan Chase & Co. boosted their price target on Edwards Lifesciences from $100.00 to $105.00 and gave the company an “overweight” rating in a research note on Friday, July 24th. Wall Street Zen upgraded Edwards Lifesciences from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Edwards Lifesciences in a research note on Friday, July 17th. Seventeen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $100.27.
Read Our Latest Stock Analysis on EW
Edwards Lifesciences Profile
Edwards Lifesciences Corporation (NYSE:EW) is a medical technology company focused on therapies for structural heart disease. Its products are designed to treat conditions affecting the heart valves and related cardiovascular structures, helping patients with diseases such as aortic stenosis, mitral regurgitation and tricuspid valve disorders.
The company’s portfolio includes transcatheter aortic valve replacement systems, including its SAPIEN platform, as well as transcatheter mitral and tricuspid therapies and surgical heart valve products.
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