WealthPlan Investment Management LLC Invests $598,000 in Edwards Lifesciences Corporation $EW

WealthPlan Investment Management LLC bought a new position in shares of Edwards Lifesciences Corporation (NYSE:EW) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 7,009 shares of the medical research company’s stock, valued at approximately $598,000.

Other institutional investors have also made changes to their positions in the company. JPL Wealth Management LLC acquired a new position in shares of Edwards Lifesciences during the third quarter worth $25,000. Kohmann Bosshard Financial Services LLC acquired a new position in shares of Edwards Lifesciences during the fourth quarter worth $28,000. Dorato Capital Management acquired a new position in shares of Edwards Lifesciences during the fourth quarter worth $29,000. N.E.W. Advisory Services LLC lifted its position in shares of Edwards Lifesciences by 533.9% during the fourth quarter. N.E.W. Advisory Services LLC now owns 374 shares of the medical research company’s stock worth $32,000 after purchasing an additional 315 shares in the last quarter. Finally, Rakuten Securities Inc. raised its holdings in Edwards Lifesciences by 413.7% in the second quarter. Rakuten Securities Inc. now owns 375 shares of the medical research company’s stock valued at $29,000 after acquiring an additional 302 shares in the last quarter. 79.46% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Wells Fargo & Company increased their price objective on shares of Edwards Lifesciences from $96.00 to $100.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Barclays reiterated an “overweight” rating and set a $110.00 price objective (up from $104.00) on shares of Edwards Lifesciences in a research note on Monday, April 27th. Evercore reiterated an “outperform” rating and set a $93.00 price objective on shares of Edwards Lifesciences in a research note on Friday, April 24th. Weiss Ratings reiterated a “hold (c)” rating on shares of Edwards Lifesciences in a research note on Monday, April 20th. Finally, UBS Group reiterated a “neutral” rating and set a $94.00 price objective 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 given a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $95.65.

Edwards Lifesciences Stock Down 0.0%

EW stock opened at $81.34 on Monday. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.42 and a quick ratio of 3.63. Edwards Lifesciences Corporation has a 1-year low of $72.30 and a 1-year high of $87.89. The firm has a fifty day moving average price of $81.50 and a two-hundred day moving average price of $82.87. The firm has a market cap of $46.84 billion, a price-to-earnings ratio of 43.27, a PEG ratio of 2.04 and a beta of 0.87.

Edwards Lifesciences (NYSE:EW) last released its earnings results on Thursday, April 23rd. The medical research company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.05. Edwards Lifesciences had a net margin of 17.39% and a return on equity of 15.19%. The firm had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.60 billion. During the same quarter in the previous year, the firm earned $0.64 earnings per share. The firm’s revenue for the quarter 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. Research analysts predict that Edwards Lifesciences Corporation will post 3 EPS for the current year.

Insider Buying and Selling at Edwards Lifesciences

In other Edwards Lifesciences news, CFO Scott B. Ullem sold 13,000 shares of the business’s stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $80.04, for a total transaction of $1,040,520.00. Following the completion of the sale, the chief financial officer owned 39,699 shares in the company, valued at $3,177,507.96. The trade was a 24.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Daniel J. Lippis sold 1,019 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $83.98, for a total transaction of $85,575.62. Following the sale, the vice president owned 33,682 shares of the company’s stock, valued at approximately $2,828,614.36. The trade was a 2.94% decrease in their position. 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 sold a total of 88,096 shares of company stock worth $7,288,799 over the last 90 days. Insiders own 0.31% of the company’s stock.

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.