Teachers Retirement System of The State of Kentucky Reduces Stock Position in Edwards Lifesciences Corporation $EW

Teachers Retirement System of The State of Kentucky cut its position in Edwards Lifesciences Corporation (NYSE:EW) by 7.5% during the fourth quarter, Holdings Channel reports. The firm owned 133,589 shares of the medical research company’s stock after selling 10,806 shares during the period. Teachers Retirement System of The State of Kentucky’s holdings in Edwards Lifesciences were worth $11,389,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC acquired a new stake in Edwards Lifesciences during the 4th quarter valued at approximately $266,000. NewEdge Advisors LLC increased its stake in shares of Edwards Lifesciences by 8.1% in the second quarter. NewEdge Advisors LLC now owns 35,637 shares of the medical research company’s stock worth $2,787,000 after acquiring an additional 2,665 shares during the period. Sei Investments Co. increased its stake in shares of Edwards Lifesciences by 16.7% in the second quarter. Sei Investments Co. now owns 412,808 shares of the medical research company’s stock worth $32,285,000 after acquiring an additional 58,988 shares during the period. Squarepoint Ops LLC raised its holdings in shares of Edwards Lifesciences by 277.7% during the second quarter. Squarepoint Ops LLC now owns 69,263 shares of the medical research company’s stock worth $5,417,000 after purchasing an additional 50,924 shares during the last quarter. Finally, Treasurer of the State of North Carolina lifted its position in Edwards Lifesciences by 0.4% during the second quarter. Treasurer of the State of North Carolina now owns 268,860 shares of the medical research company’s stock valued at $21,028,000 after purchasing an additional 1,065 shares during the period. Institutional investors and hedge funds own 79.46% of the company’s stock.

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

Insiders Place Their Bets

In other news, VP Daniel J. Lippis sold 1,019 shares of the business’s stock in a transaction dated Monday, April 6th. The shares were 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 owned 33,934 shares of the company’s stock, valued at $2,747,975.32. The trade was a 2.92% 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, CFO Scott B. Ullem sold 13,000 shares of the company’s stock in a transaction dated Thursday, April 9th. The stock was sold at an average price of $80.04, for a total transaction of $1,040,520.00. Following the transaction, the chief financial officer owned 39,699 shares of the company’s stock, valued at approximately $3,177,507.96. This trade represents a 24.67% 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. Over the last ninety days, insiders sold 86,058 shares of company stock worth $7,118,636. Company insiders own 0.31% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on EW shares. Barclays reaffirmed an “overweight” rating and issued a $104.00 price target (up from $103.00) on shares of Edwards Lifesciences in a report on Monday, January 12th. Evercore reissued an “outperform” rating and issued a $93.00 price objective on shares of Edwards Lifesciences in a report on Friday. Piper Sandler restated an “overweight” rating and issued a $100.00 target price (up from $98.00) on shares of Edwards Lifesciences in a research note on Wednesday, February 11th. UBS Group reaffirmed a “neutral” rating and set a $94.00 target price on shares of Edwards Lifesciences in a report on Wednesday, February 4th. Finally, Mizuho set a $95.00 price target on Edwards Lifesciences and gave the company an “outperform” rating in a research report on Monday, April 13th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, Edwards Lifesciences has an average rating of “Moderate Buy” and an average target price of $95.39.

Edwards Lifesciences Stock Up 0.1%

Shares of EW opened at $84.20 on Monday. The firm has a market cap of $48.55 billion, a P/E ratio of 46.01, a PEG ratio of 2.18 and a beta of 0.95. Edwards Lifesciences Corporation has a 12 month low of $72.30 and a 12 month high of $87.89. The stock’s 50 day moving average is $81.71 and its two-hundred day moving average is $82.29. The company has a current ratio of 3.72, a quick ratio of 3.09 and a debt-to-equity ratio of 0.06.

Edwards Lifesciences (NYSE:EW) last announced its earnings results on Thursday, April 23rd. The medical research company reported $0.78 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.05. Edwards Lifesciences had a return on equity of 14.45% and a net margin of 17.39%.The business had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.60 billion. During the same period in the prior year, the company posted $0.64 EPS. The business’s quarterly revenue was up 16.7% on a year-over-year basis. 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. Analysts predict that Edwards Lifesciences Corporation will post 2.98 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.