Vanguard Group Inc. Sells 283,775 Shares of Edwards Lifesciences Corporation $EW

Key Points

• Vanguard Group trimmed its position by 283,775 shares (a 0.4% reduction) and now owns 70,079,435 shares of Edwards Lifesciences, representing a 12.08% stake valued at about $5.97 billion per its SEC filing.
• Edwards beat Q1 estimates (EPS $0.78 vs. $0.73) and raised FY2026 guidance to $2.95–$3.05 EPS, while announcing a $500M accelerated share‑repurchase, supporting a positive market reaction and several analyst upgrades.
• Despite the upbeat quarter and a consensus "Moderate Buy" analyst view (average target ~$95.39), the company has seen notable insider selling (~86,058 shares, ~$7.12M over three months) and some reported cost‑of‑sales pressures that could temper margin gains.

Vanguard Group Inc. cut its position in Edwards Lifesciences Corporation (NYSE:EW - Free Report) by 0.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 70,079,435 shares of the medical research company's stock after selling 283,775 shares during the quarter. Vanguard Group Inc. owned 12.08% of Edwards Lifesciences worth $5,974,272,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Edwards Lifesciences by 278.3% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 5,584,646 shares of the medical research company's stock valued at $434,318,000 after acquiring an additional 4,108,270 shares during the last quarter. Viking Global Investors LP acquired a new position in Edwards Lifesciences during the third quarter valued at approximately $238,688,000. Jennison Associates LLC lifted its stake in Edwards Lifesciences by 19.6% during the third 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 last quarter. Bank of New York Mellon Corp lifted its stake in 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 worth $1,478,425,000 after purchasing an additional 1,423,365 shares during the last quarter. Finally, AQR Capital Management LLC boosted its holdings in shares of Edwards Lifesciences by 114.5% in the 3rd quarter. AQR Capital Management LLC now owns 2,081,346 shares of the medical research company's stock valued at $161,055,000 after purchasing an additional 1,111,139 shares in the last quarter. Institutional investors own 79.46% of the company's stock.

Edwards Lifesciences Stock Performance

NYSE EW opened at $84.20 on Monday. The firm's fifty day moving average price is $81.71 and its two-hundred day moving average price is $82.29. The stock has a market cap of $48.55 billion, a PE ratio of 46.01, a PEG ratio of 2.18 and a beta of 0.95. 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 fifty-two week low of $72.30 and a fifty-two week high of $87.89.

Edwards Lifesciences (NYSE:EW - Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The medical research company reported $0.78 EPS for the quarter, beating analysts' consensus estimates of $0.73 by $0.05. Edwards Lifesciences had a return on equity of 14.45% and a net margin of 17.39%.The company had revenue of $1.65 billion during the quarter, compared to analysts' expectations of $1.60 billion. During the same period in the prior year, the company earned $0.64 EPS. Edwards Lifesciences's revenue was up 16.7% compared to the same quarter last year. 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. On average, equities analysts expect that Edwards Lifesciences Corporation will post 2.98 EPS for the current fiscal year.

Insider Buying and Selling at Edwards Lifesciences

In other news, VP Donald E. Bobo, Jr. sold 24,000 shares of the business's stock in a transaction dated 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 sale, the vice president directly owned 21,266 shares in the company, valued at approximately $1,782,941.44. The trade was a 53.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Scott B. Ullem sold 13,000 shares of the company's stock in a transaction that occurred on Thursday, April 9th. The shares were sold at an average price of $80.04, for a total value of $1,040,520.00. Following the completion of the transaction, the chief financial officer directly owned 39,699 shares of the company's stock, valued at $3,177,507.96. This represents a 24.67% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 86,058 shares of company stock worth $7,118,636. 0.31% of the stock is currently owned by insiders.

Key Headlines Impacting Edwards Lifesciences

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

• Positive Sentiment: Q1 beat and raised FY26 outlook — Edwards reported adjusted EPS above consensus and roughly matched/beat revenue, then raised its FY26 EPS and sales guidance (EPS range $2.95–$3.05; sales growth guidance raised). This is the primary driver behind the stock rally. EW's Q1 Earnings Beat, Revenues Match, '26 View Up, Stock Climbs
• Positive Sentiment: Strong structural‑heart momentum and margin expansion — Management highlighted accelerating TAVR and TMTT growth, margin improvement and product momentum (including recent approvals), which supports higher longer‑term profitability expectations. Edwards Lifesciences beats quarterly estimates on robust demand for artificial heart valves
• Positive Sentiment: Capital return and buyback activity — Company disclosed a $500M accelerated share‑repurchase during the quarter, which supports EPS leverage and likely contributed to positive investor reaction. Edwards Lifesciences jumps 5.2% as Q1 results top expectations and full-year guidance rises
• Positive Sentiment: Analyst support — Some firms raised price targets/ratings (BTIG raised its target and reiterated buy), reinforcing bullish sentiment after the print. Price target / analyst notes
• Neutral Sentiment: Q2 guidance roughly in line — Q2 EPS guidance of $0.70–$0.76 sits around consensus, so the print is more notable for the FY lift than an outsized Q2 beat. Q1 earnings call highlights
• Neutral Sentiment: Mixed metric reporting from third parties — Some outlets show differing adjusted vs. GAAP EPS or alternate line‑item figures; these reconcileable reporting differences may cause short‑term noise. Q1 financial snapshot (third‑party)
• Negative Sentiment: Substantial insider selling — Public filings and aggregators show multiple insider sales (many executives selling shares) over recent months, which some investors interpret as a negative signal on near‑term insider conviction. Insider trading summary
• Negative Sentiment: Cost pressures — Cost of sales rose noticeably year‑over‑year (reported by some summaries), which could limit margin upside if the trend continues despite current operating margin gains. Cost / margin details

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on EW shares. Wolfe Research upgraded Edwards Lifesciences from a "peer perform" rating to an "outperform" rating and set a $92.00 price target on the stock in a research note on Wednesday, April 1st. BTIG Research upped their price objective on Edwards Lifesciences from $98.00 to $100.00 and gave the stock a "buy" rating in a research report on Friday. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Edwards Lifesciences in a research note on Monday, April 20th. Truist Financial set a $90.00 target price on Edwards Lifesciences and gave the company a "hold" rating in a research report on Friday. Finally, UBS Group reissued a "neutral" rating and set a $94.00 target price on shares of Edwards Lifesciences in a research note on Wednesday, February 4th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $95.39.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.