Concurrent Investment Advisors LLC Purchases 3,481 Shares of Edwards Lifesciences Corporation $EW

Key Points

• Concurrent Investment Advisors LLC increased its stake in Edwards Lifesciences Corporation by 12.9%, acquiring 3,481 additional shares, which brought its total holdings to 30,390 shares valued at approximately $2.37 million.
• Several large investors, including Jennison Associates LLC and UBS AM, have also significantly increased their holdings in Edwards Lifesciences, showcasing strong institutional interest with approximately 79.46% of the company's stock owned by institutional investors.
• Edwards Lifesciences reported earnings of $0.67 per share for the last quarter, exceeding analyst expectations, while projecting a Q3 2025 EPS guidance of 0.540-0.60, indicating a positive revenue growth trend.

Concurrent Investment Advisors LLC increased its position in shares of Edwards Lifesciences Corporation (NYSE:EW - Free Report) by 12.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,390 shares of the medical research company's stock after acquiring an additional 3,481 shares during the quarter. Concurrent Investment Advisors LLC's holdings in Edwards Lifesciences were worth $2,377,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. Jennison Associates LLC increased its position in shares of Edwards Lifesciences by 34.3% during the first quarter. Jennison Associates LLC now owns 10,086,033 shares of the medical research company's stock worth $731,036,000 after purchasing an additional 2,576,383 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Edwards Lifesciences by 4.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 6,783,568 shares of the medical research company's stock valued at $491,673,000 after buying an additional 264,311 shares in the last quarter. Nuveen LLC acquired a new position in Edwards Lifesciences during the 1st quarter valued at about $330,881,000. Invesco Ltd. increased its position in Edwards Lifesciences by 2.6% during the 1st quarter. Invesco Ltd. now owns 4,287,712 shares of the medical research company's stock valued at $310,773,000 after buying an additional 107,241 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its position in Edwards Lifesciences by 5.3% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 3,961,643 shares of the medical research company's stock valued at $287,140,000 after buying an additional 198,882 shares in the last quarter. Institutional investors own 79.46% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on EW. Truist Financial upped their price objective on shares of Edwards Lifesciences from $81.00 to $82.00 and gave the company a "hold" rating in a report on Friday, July 25th. Stifel Nicolaus set a $85.00 price target on shares of Edwards Lifesciences and gave the company a "buy" rating in a research note on Monday, September 22nd. Canaccord Genuity Group upped their target price on Edwards Lifesciences from $75.00 to $81.00 and gave the company a "hold" rating in a research report on Friday, July 25th. Argus raised Edwards Lifesciences to a "strong-buy" rating in a research report on Thursday, July 10th. Finally, Morgan Stanley increased their price objective on Edwards Lifesciences from $75.00 to $81.00 and gave the company an "equal weight" rating in a report on Tuesday, July 15th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $87.06.

Insider Activity

In related news, insider Larry L. Wood sold 8,950 shares of Edwards Lifesciences stock in a transaction dated Monday, August 18th. The stock was sold at an average price of $78.06, for a total value of $698,637.00. Following the sale, the insider directly owned 206,900 shares in the company, valued at approximately $16,150,614. The trade was a 4.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Daniel J. Lippis sold 4,114 shares of Edwards Lifesciences stock in a transaction that occurred on Monday, July 28th. The stock was sold at an average price of $79.46, for a total value of $326,898.44. Following the completion of the sale, the vice president directly owned 22,002 shares in the company, valued at $1,748,278.92. This represents a 15.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.34% of the stock is owned by company insiders.

Edwards Lifesciences Stock Up 0.6%

EW stock opened at $73.39 on Wednesday. The firm's fifty day moving average is $77.83 and its 200 day moving average is $76.16. Edwards Lifesciences Corporation has a one year low of $64.89 and a one year high of $83.00. The firm has a market cap of $43.09 billion, a PE ratio of 10.56, a P/E/G ratio of 3.50 and a beta of 1.05. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.87 and a current ratio of 4.68.

Edwards Lifesciences (NYSE:EW - Get Free Report) last released its quarterly earnings results on Thursday, July 24th. The medical research company reported $0.67 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.62 by $0.05. Edwards Lifesciences had a net margin of 72.96% and a return on equity of 15.01%. The firm had revenue of $1.53 billion for the quarter, compared to analysts' expectations of $1.49 billion. During the same quarter last year, the company earned $0.70 EPS. The firm's revenue for the quarter was up 11.9% compared to the same quarter last year. Edwards Lifesciences has set its Q3 2025 guidance at 0.540-0.60 EPS. FY 2025 guidance at 2.400-2.500 EPS. On average, research analysts forecast that Edwards Lifesciences Corporation will post 2.45 EPS for the current year.

Edwards Lifesciences Company Profile

Edwards Lifesciences Corporation provides products and technologies for structural heart disease and critical care monitoring in the United States, Europe, Japan, and internationally. It offers transcatheter heart valve replacement products for the minimally invasive replacement of aortic heart valves under the Edwards SAPIEN family of valves system; and transcatheter heart valve repair and replacement products to treat mitral and tricuspid valve diseases under the PASCAL PRECISION and Cardioband names.

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