Edwards Lifesciences Corporation $EW Stock Position Lessened by Diversify Advisory Services LLC

Key Points

• Diversify Advisory Services cut its stake in Edwards Lifesciences (NYSE:EW) by 82.6% in Q4, selling 17,537 shares and leaving 3,692 shares valued at about $311,000; institutional investors own roughly 79.46% of the stock.
• Company insiders have been net sellers — VP Donald E. Bobo Jr. sold 24,000 shares (avg $83.84) and CFO Scott B. Ullem sold 13,000 shares (avg $80.04), with insiders selling a total of 86,058 shares worth ~$7.12M in the last 90 days and now owning 0.31% of the company.
• Analysts hold an average rating of "Moderate Buy" with a $95.74 average price target; Edwards recently missed Q4 EPS ($0.58 vs. $0.62 est.) but beat on revenue ($1.57B) and set Q1 2026 guidance of $0.70–$0.76.

Diversify Advisory Services LLC reduced its stake in shares of Edwards Lifesciences Corporation (NYSE:EW - Free Report) by 82.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,692 shares of the medical research company's stock after selling 17,537 shares during the quarter. Diversify Advisory Services LLC's holdings in Edwards Lifesciences were worth $311,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in shares of Edwards Lifesciences by 7.0% in the third quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 137,835 shares of the medical research company's stock valued at $10,719,000 after acquiring an additional 9,069 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its stake in shares of Edwards Lifesciences by 13.2% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 86,235 shares of the medical research company's stock valued at $6,706,000 after acquiring an additional 10,078 shares during the period. Atlantic Union Bankshares Corp raised its holdings in Edwards Lifesciences by 2,240.9% during the third quarter. Atlantic Union Bankshares Corp now owns 11,892 shares of the medical research company's stock worth $925,000 after purchasing an additional 11,384 shares in the last quarter. Washington Trust Advisors Inc. raised its holdings in Edwards Lifesciences by 15.6% during the third quarter. Washington Trust Advisors Inc. now owns 130,587 shares of the medical research company's stock worth $10,156,000 after purchasing an additional 17,625 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its position in Edwards Lifesciences by 8.1% in the third quarter. Bank of New York Mellon Corp now owns 19,010,227 shares of the medical research company's stock worth $1,478,425,000 after purchasing an additional 1,423,365 shares during the period. Institutional investors and hedge funds own 79.46% of the company's stock.

Insider Activity

In other news, VP Donald E. Bobo, Jr. sold 24,000 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $83.84, for a total value of $2,012,160.00. Following the completion of the sale, the vice president directly owned 21,266 shares of the company's stock, valued at $1,782,941.44. This represents a 53.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Scott B. Ullem sold 13,000 shares of the firm's stock in a transaction dated Thursday, April 9th. The stock was sold at an average price of $80.04, for a total value of $1,040,520.00. Following the sale, the chief financial officer directly owned 39,699 shares of the company's stock, valued at $3,177,507.96. This trade represents a 24.67% 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 have sold 86,058 shares of company stock worth $7,118,636 in the last 90 days. Company insiders own 0.31% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on EW shares. Piper Sandler reaffirmed an "overweight" rating and set a $100.00 price target (up from $98.00) on shares of Edwards Lifesciences in a research note on Wednesday, February 11th. Weiss Ratings restated a "hold (c)" rating on shares of Edwards Lifesciences in a report on Wednesday, January 21st. JPMorgan Chase & Co. raised Edwards Lifesciences from a "neutral" rating to an "overweight" rating and raised their target price for the company from $90.00 to $100.00 in a research note on Thursday, December 18th. Evercore reiterated an "outperform" rating and issued a $94.00 price target on shares of Edwards Lifesciences in a research report on Monday, January 5th. Finally, Truist Financial set a $89.00 price target on shares of Edwards Lifesciences and gave the company a "hold" rating in a report on Wednesday, February 11th. Three 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 data from MarketBeat.com, Edwards Lifesciences has an average rating of "Moderate Buy" and an average price target of $95.74.

Edwards Lifesciences Trading Down 0.0%

NYSE EW opened at $78.16 on Thursday. The firm's 50 day moving average price is $81.21 and its two-hundred day moving average price is $82.05. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.09 and a current ratio of 3.72. Edwards Lifesciences Corporation has a twelve month low of $68.63 and a twelve month high of $87.89. The stock has a market cap of $45.06 billion, a price-to-earnings ratio of 42.71, a PEG ratio of 2.04 and a beta of 0.95.

Edwards Lifesciences (NYSE:EW - Get Free Report) last issued its earnings results on Tuesday, February 10th. The medical research company reported $0.58 EPS for the quarter, missing the consensus estimate of $0.62 by ($0.04). The business had revenue of $1.57 billion during the quarter, compared to analyst estimates of $1.54 billion. Edwards Lifesciences had a return on equity of 14.50% and a net margin of 17.69%.The business's quarterly revenue was up 13.3% on a year-over-year basis. During the same period last year, the business earned $0.59 EPS. Edwards Lifesciences has set its Q1 2026 guidance at 0.700-0.760 EPS. Equities analysts anticipate that Edwards Lifesciences Corporation will post 2.45 EPS for the current year.

Edwards Lifesciences Company Profile

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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