Vanguard Group Inc. Boosts Stock Holdings in Enovis Corporation $ENOV

Vanguard Group Inc. increased its position in shares of Enovis Corporation (NYSE:ENOV) by 2.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,524,235 shares of the company’s stock after buying an additional 125,460 shares during the period. Vanguard Group Inc. owned 11.41% of Enovis worth $197,945,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Farther Finance Advisors LLC boosted its stake in shares of Enovis by 42.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 1,224 shares of the company’s stock worth $37,000 after acquiring an additional 367 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in Enovis by 125.4% during the second quarter. EverSource Wealth Advisors LLC now owns 1,271 shares of the company’s stock worth $40,000 after purchasing an additional 707 shares in the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in Enovis in the second quarter valued at approximately $46,000. SJS Investment Consulting Inc. increased its position in shares of Enovis by 30,340.0% in the third quarter. SJS Investment Consulting Inc. now owns 1,522 shares of the company’s stock valued at $46,000 after buying an additional 1,517 shares in the last quarter. Finally, Nisa Investment Advisors LLC increased its position in shares of Enovis by 235.2% in the third quarter. Nisa Investment Advisors LLC now owns 1,703 shares of the company’s stock valued at $52,000 after buying an additional 1,195 shares in the last quarter. Hedge funds and other institutional investors own 98.45% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Daniel A. Pryor sold 999 shares of the company’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $27.20, for a total value of $27,172.80. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 2.70% of the stock is currently owned by company insiders.

Enovis Stock Up 0.3%

NYSE:ENOV opened at $25.49 on Monday. The stock’s fifty day moving average is $24.27 and its two-hundred day moving average is $28.18. Enovis Corporation has a 52 week low of $21.00 and a 52 week high of $40.69. The stock has a market capitalization of $1.46 billion, a price-to-earnings ratio of -1.23 and a beta of 1.46. The company has a quick ratio of 1.04, a current ratio of 2.02 and a debt-to-equity ratio of 0.85.

Enovis (NYSE:ENOV) last posted its quarterly earnings results on Thursday, February 26th. The company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.81 by $0.14. Enovis had a negative net margin of 52.69% and a positive return on equity of 8.74%. The business had revenue of $575.76 million during the quarter, compared to the consensus estimate of $584.30 million. During the same quarter in the previous year, the firm posted $0.98 earnings per share. The company’s quarterly revenue was up 2.6% compared to the same quarter last year. Enovis has set its FY 2026 guidance at 3.520-3.730 EPS. Research analysts anticipate that Enovis Corporation will post 2.79 EPS for the current year.

Key Headlines Impacting Enovis

Here are the key news stories impacting Enovis this week:

• Positive Sentiment: Adjusted EPS beat — Enovis reported adjusted EPS $0.95 versus consensus ~$0.81, signaling underlying profitability on a non‑GAAP basis. Enovis Q4 2025 Earnings Call Highlights
• Positive Sentiment: Management raised FY2026 adjusted EPS guidance to $3.52–$3.73 (above consensus ~3.35) and expects adjusted EBITDA expansion, providing a clearer path to earnings recovery. Enovis targets $2.31–$2.37B 2026 revenue
• Positive Sentiment: Operational momentum — full‑year 2025 net sales grew ~7% (6% organic) with Reconstructive up ~10% Y/Y; adjusted EBITDA and adjusted EPS for the year improved on a non‑GAAP basis. Enovis Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analyst activity supportive — BTIG raised its price target to $43 and keeps a buy stance, signaling some sell‑side confidence in the recovery story. BTIG price target raise
• Neutral Sentiment: Guidance mix — revenue guidance of $2.31–$2.37B implies 4–6% organic growth (positive), but the top‑end sits below some street expectations — a watch item for revenue‑sensitive investors. Guidance detail
• Negative Sentiment: Revenue miss and GAAP impairment — Q4 revenue ~$575.8M missed consensus (~$584M) and the company took a $501M non‑cash goodwill impairment (Q4) that produced a large GAAP loss (Q4 net loss from continuing operations ~$519M), raising concerns about past acquisition valuation and near‑term GAAP volatility. Enovis Misses Q4 Sales Expectations
• Negative Sentiment: Significant non‑cash charges dent headline results — investors focused on GAAP losses and goodwill write‑downs may remain cautious despite positive adjusted metrics. Quiver/summary of results and impairment

Analysts Set New Price Targets

Several brokerages recently commented on ENOV. UBS Group reissued a “buy” rating and issued a $50.00 price target on shares of Enovis in a report on Monday, January 5th. BTIG Research upped their price target on shares of Enovis from $41.00 to $43.00 and gave the stock a “buy” rating in a research report on Thursday. Evercore reaffirmed an “outperform” rating on shares of Enovis in a research note on Monday, January 12th. Needham & Company LLC boosted their price objective on Enovis from $49.00 to $52.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Wells Fargo & Company raised their target price on Enovis from $41.00 to $42.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Seven research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $47.43.

Enovis Company Profile

Enovis is a global medical technology company focused on advancing the field of musculoskeletal health. Formed through the separation of the MedTech business from Colfax Corporation in 2021, Enovis brings together a portfolio of specialized products and services designed to address conditions affecting the foot and ankle, hand and wrist, sports medicine, joint repair, biologics and rehabilitation.

The company’s flagship offerings include minimally invasive implants and instrumentation for foot and ankle surgery under the Treace Medical Concepts brand, focal joint resurfacing implants through Arthrosurface, and synthetic bone graft substitutes marketed as NovaBone.