Teacher Retirement System of Texas Sells 99,434 Shares of Edwards Lifesciences Corporation $EW

Teacher Retirement System of Texas lowered its stake in Edwards Lifesciences Corporation (NYSE:EW) by 26.3% in the 4th quarter, HoldingsChannel reports. The fund owned 278,540 shares of the medical research company’s stock after selling 99,434 shares during the period. Teacher Retirement System of Texas’ holdings in Edwards Lifesciences were worth $23,746,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of EW. Vanguard Group Inc. boosted its holdings in shares of Edwards Lifesciences by 0.5% in the third quarter. Vanguard Group Inc. now owns 70,363,210 shares of the medical research company’s stock valued at $5,472,147,000 after purchasing an additional 365,581 shares during the period. Wellington Management Group LLP increased its position in shares of Edwards Lifesciences by 4.9% during the third quarter. Wellington Management Group LLP now owns 20,804,416 shares of the medical research company’s stock worth $1,617,959,000 after purchasing an additional 977,933 shares in the last quarter. Bank of New York Mellon Corp increased its position in shares of 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 in the last quarter. Jennison Associates LLC boosted its holdings in Edwards Lifesciences by 19.6% in the third quarter. Jennison Associates LLC now owns 13,958,774 shares of the medical research company’s stock valued at $1,085,574,000 after purchasing an additional 2,287,783 shares during the last quarter. Finally, Ninety One UK Ltd boosted its holdings in Edwards Lifesciences by 14.0% during the third quarter. Ninety One UK Ltd now owns 7,908,572 shares of the medical research company’s stock worth $615,050,000 after buying an additional 969,030 shares in the last quarter. Hedge funds and other institutional investors own 79.46% of the company’s stock.

Edwards Lifesciences Stock Performance

NYSE:EW opened at $79.69 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.09 and a current ratio of 3.72. The stock has a market capitalization of $45.95 billion, a P/E ratio of 43.55, a PEG ratio of 2.12 and a beta of 0.95. The company has a 50 day moving average price of $81.54 and a 200 day moving average price of $82.15. 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) last issued its quarterly earnings results on Thursday, April 23rd. The medical research company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.73 by $0.05. The company had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.60 billion. Edwards Lifesciences had a net margin of 17.69% and a return on equity of 14.50%. The firm’s revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the company posted $0.64 EPS. 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. Equities research analysts forecast that Edwards Lifesciences Corporation will post 2.96 EPS for the current year.

Key Headlines Impacting Edwards Lifesciences

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

• Positive Sentiment: Strong underlying demand and an overall beat — management said robust demand for its artificial/complex heart valves drove outperformance and Reuters noted the company topped quarterly estimates; that pushed shares higher in after-hours trading. Article Title
• Positive Sentiment: Revenue growth: reported revenue of about $1.65B (+16.7% YoY), roughly beating the revenue estimate — supports ongoing top-line momentum in core valve businesses. Article Title
• Neutral Sentiment: Guidance is roughly in line with consensus but not clearly bullish — Q2 EPS guided to $0.70–$0.76 (consensus ~ $0.75) and FY EPS to $2.95–$3.05 (consensus ~ $2.97); revenue range $6.5B–$6.9B vs a ~$6.7B consensus, leaving investors focused on the midpoint and execution risk.
• Neutral Sentiment: Company-reported EPS/metrics show improvement (MarketBeat/press release notes an EPS beat vs some estimates), but reporting differences across outlets create short-term interpretation noise. Article Title
• Negative Sentiment: Conflicting EPS figures and measure differences — one data source (Quiver) shows diluted EPS below estimates, which can spook investors who focus on GAAP vs. adjusted reconciliation and raise uncertainty about the quality of the beat. Article Title
• Negative Sentiment: Insider selling and large recent institutional rebalances noted in filings (documented by Quiver) can add selling pressure or reduce investor confidence in the near term. Article Title
• Negative Sentiment: High valuation (P/E in the mid‑40s) and a recent strong run mean the name is vulnerable to profit-taking when guidance or metrics are viewed as only modestly better — that likely contributes to today’s weakness.

Insider Activity at Edwards Lifesciences

In other Edwards Lifesciences news, VP Daniel J. Lippis sold 1,019 shares of the company’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $80.98, for a total transaction of $82,518.62. Following the completion of the sale, the vice president directly owned 33,934 shares of the company’s stock, valued at $2,747,975.32. This represents a 2.92% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 sale, the chief financial officer directly owned 39,699 shares of the company’s stock, valued at approximately $3,177,507.96. This 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 sold a total of 86,058 shares of company stock valued at $7,118,636 over the last ninety days. Insiders own 0.31% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on EW. Weiss Ratings reissued a “hold (c)” rating on shares of Edwards Lifesciences in a research note on Monday. Wolfe Research raised shares of Edwards Lifesciences from a “peer perform” rating to an “outperform” rating and set a $92.00 target price on the stock in a research note on Wednesday, April 1st. Robert W. Baird set a $90.00 price target on shares of Edwards Lifesciences in a research report on Monday, January 12th. Stifel Nicolaus set a $110.00 price target on shares of Edwards Lifesciences and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Finally, UBS Group restated a “neutral” rating and set a $94.00 price target on shares of Edwards Lifesciences in a research report on Wednesday, February 4th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Edwards Lifesciences presently has an average rating of “Moderate Buy” and a consensus price target of $95.74.

Edwards Lifesciences 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.