Grantham Mayo Van Otterloo & Co. LLC Acquires New Position in Edwards Lifesciences Corporation $EW

Key Points

• Grantham Mayo Van Otterloo & Co. LLC opened a new position of 14,578 shares in Edwards Lifesciences in Q3, valued at about $1.13 million, while institutional investors collectively own roughly 79.46% of the stock.
• Significant insider selling has occurred recently: CFO Scott Ullem sold 13,000 shares (~$1.10M) and VP Donald E. Bobo Jr. sold 11,340 shares, with insiders offloading 74,123 shares (~$6.28M) over the past 90 days, which could pressure sentiment.
• Wall Street maintains a consensus of Moderate Buy with an average target of $96.14; Edwards missed quarterly EPS ($0.58 vs. $0.62) but reported 13.3% revenue growth and set Q1 2026 guidance of $0.70–$0.76 EPS.

Grantham Mayo Van Otterloo & Co. LLC acquired a new stake in Edwards Lifesciences Corporation (NYSE:EW - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 14,578 shares of the medical research company's stock, valued at approximately $1,134,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. True Wealth Design LLC raised its stake in shares of Edwards Lifesciences by 251.5% during the third quarter. True Wealth Design LLC now owns 362 shares of the medical research company's stock valued at $28,000 after acquiring an additional 259 shares in the last quarter. Hantz Financial Services Inc. grew its stake in Edwards Lifesciences by 76.6% in the third quarter. Hantz Financial Services Inc. now owns 378 shares of the medical research company's stock worth $29,000 after purchasing an additional 164 shares in the last quarter. Rakuten Securities Inc. increased its holdings in Edwards Lifesciences by 413.7% during the 2nd quarter. Rakuten Securities Inc. now owns 375 shares of the medical research company's stock worth $29,000 after purchasing an additional 302 shares during the period. Steigerwald Gordon & Koch Inc. bought a new stake in Edwards Lifesciences during the 3rd quarter valued at $30,000. Finally, Strengthening Families & Communities LLC bought a new stake in Edwards Lifesciences during the 3rd quarter valued at $34,000. 79.46% of the stock is currently owned by institutional investors.

More Edwards Lifesciences News

Here are the key news stories impacting Edwards Lifesciences this week:

• Positive Sentiment: Brokerage consensus remains constructive — Edwards has an average rating of "Moderate Buy," which supports longer-term investor demand and suggests analysts see upside vs. current valuation. Article Title
• Positive Sentiment: Equity research and trade ideas continue to include EW among attractive medical-instruments names, citing product pipeline, secular TAVR/TMV growth and margin upside — a positive for investor interest and potential inflows. Article Title
• Neutral Sentiment: Management presented at recent healthcare conferences (Barclays and Leerink); transcripts are available for investors to assess guidance, R&D and commercial cadence but contained no market-moving surprises in summary. These presentations can influence sentiment depending on Q&A details. Barclays Transcript Leerink Transcript
• Negative Sentiment: Significant insider selling by senior finance staff: CFO Scott Ullem sold 13,000 shares (a ~24.7% reduction in his holding) at ~$84.92 — a sizeable, public reduction by the company’s finance chief can alarm investors about near-term conviction. SEC Filing
• Negative Sentiment: Additional insider sale: VP Daniel Lippis sold 1,019 shares at ~$85.38. Though smaller, combined insider selling activity increases pressure on sentiment. SEC Filing
• Negative Sentiment: Short interest jumped sharply in February (up ~56.6% to ~12.38M shares, ~2.1% of shares outstanding), suggesting increased bearish bets that can amplify downward moves and volatility on negative headlines. (No link provided)

Wall Street Analysts Forecast Growth

EW has been the topic of a number of recent research reports. Citigroup reissued a "buy" rating and set a $101.00 price target (up from $96.00) on shares of Edwards Lifesciences in a research report on Thursday, December 11th. TD Cowen upgraded Edwards Lifesciences from a "hold" rating to a "buy" rating in a report on Friday, January 9th. Robert W. Baird set a $90.00 price objective on shares of Edwards Lifesciences in a research note on Monday, January 12th. Evercore reiterated an "outperform" rating and set a $94.00 target price on shares of Edwards Lifesciences in a report on Monday, January 5th. Finally, JPMorgan Chase & Co. raised shares of 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 report on Thursday, December 18th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $96.14.

Insiders Place Their Bets

In other news, CFO Scott B. Ullem sold 13,000 shares of the business's stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $84.92, for a total transaction of $1,103,960.00. Following the sale, the chief financial officer owned 39,699 shares in the company, valued at approximately $3,371,239.08. The trade was a 24.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Donald E. Bobo, Jr. sold 11,340 shares of the company's stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $85.93, for a total transaction of $974,446.20. Following the transaction, the vice president owned 21,266 shares in the company, valued at approximately $1,827,387.38. This trade represents a 34.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 74,123 shares of company stock valued at $6,275,599. 1.29% of the stock is currently owned by corporate insiders.

Edwards Lifesciences Stock Performance

Shares of EW stock opened at $85.08 on Thursday. Edwards Lifesciences Corporation has a 12-month low of $65.94 and a 12-month high of $87.89. The business's fifty day simple moving average is $82.49 and its 200-day simple moving average is $81.55. 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 company has a market cap of $49.42 billion, a PE ratio of 46.49, a PEG ratio of 2.24 and a beta of 0.93.

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