Edwards Lifesciences jumps 5.2% as Q1 results top expectations and full-year guidance rises

Edwards Lifesciences (EW) is up 5.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the company’s first-quarter earnings release and outlook update, which featured stronger-than-expected operating performance and higher 2026 guidance. Investors also appeared to respond positively to management’s commentary on momentum in structural heart therapies and the company’s ongoing share repurchase activity.

Details:

Edwards reported Q1 net sales of about $1.65 billion, reflecting double-digit growth versus the prior year, alongside adjusted EPS of $0.78.

The company raised its full-year 2026 outlook, including sales growth guidance of 9%–11% and a higher adjusted EPS range of $2.95–$3.05.

Within the outlook, Edwards lifted its TAVR sales growth guidance to 7%–9% (from 6%–8%), citing continued demand and expanding opportunity tied to earlier intervention trends in aortic stenosis.

Edwards highlighted portfolio developments, including recent FDA approval of SAPIEN M3 in the U.S., and disclosed a $500 million accelerated share repurchase during the quarter, with remaining authorization available.

Sources:

Edwards Lifesciences Investor Relations, U.S. Securities and Exchange Commission (SEC), Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$EW Insider Trading Activity

$EW insiders have traded $EW stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 have been sales.

Here’s a breakdown of recent trading of $EW stock by insiders over the last 6 months:

DONALD E JR BOBO (CVP,Strategy/Corp Development) has made 0 purchases and 9 sales selling 92,086 shares for an estimated $7,680,319.
SCOTT B. ULLEM (CVP, Chief Financial Officer) has made 0 purchases and 7 sales selling 46,700 shares for an estimated $3,874,945.
BERNARD J ZOVIGHIAN (CEO) has made 0 purchases and 4 sales selling 47,780 shares for an estimated $3,873,114.
DANIEL J. LIPPIS (CVP, TAVR) has made 0 purchases and 5 sales selling 5,096 shares for an estimated $426,680.
HEISZ LESLIE STONE sold 2,615 shares for an estimated $218,119
DAVEEN CHOPRA (CVP, TMTT & Surgical) sold 2,000 shares for an estimated $168,750
WAYNE MARKOWITZ (CVP, JAPAC) sold 583 shares for an estimated $50,143

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$EW Hedge Fund Activity

We have seen 528 institutional investors add shares of $EW stock to their portfolio, and 580 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 16,954,947 shares (-75.9%) from their portfolio in Q4 2025, for an estimated $1,445,409,231
NINETY ONE UK LTD added 4,661,197 shares (+60.3%) to their portfolio in Q1 2026, for an estimated $373,268,655
MILLENNIUM MANAGEMENT LLC added 4,301,241 shares (+241.7%) to their portfolio in Q4 2025, for an estimated $366,680,795
VIKING GLOBAL INVESTORS LP removed 3,069,151 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $261,645,122
HOLOCENE ADVISORS, LP removed 2,495,651 shares (-52.6%) from their portfolio in Q4 2025, for an estimated $212,754,247
MARSHALL WACE, LLP added 2,359,128 shares (+66.1%) to their portfolio in Q4 2025, for an estimated $201,115,662
CITADEL ADVISORS LLC removed 2,030,643 shares (-48.0%) from their portfolio in Q4 2025, for an estimated $173,112,315

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$EW Government Contracts

We have seen $28,226,410 of award payments to $EW over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

EXPRESS REPORT: HEART VALVES: $295,500
HTM EV1000 PATIENT MONITORS: $246,000
HEART VALVE: $238,000
TRANSCATHETER HEART VALVE REPLACEMENT SYSTEMS: $238,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$EW Congressional Stock Trading

Members of Congress have traded $EW stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $EW stock by members of Congress over the last 6 months:

REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 11/19.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$EW Analyst Ratings

Wall Street analysts have issued reports on $EW in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 02/11/2026
Piper Sandler issued a "Overweight" rating on 01/20/2026
Stifel issued a "Buy" rating on 01/20/2026
Barclays issued a "Overweight" rating on 01/12/2026
TD Cowen issued a "Buy" rating on 01/09/2026
Mizuho issued a "Outperform" rating on 10/31/2025
RBC Capital issued a "Outperform" rating on 10/31/2025

To track analyst ratings and price targets for $EW, check out Quiver Quantitative's $EW forecast page.

$EW Price Targets

Multiple analysts have issued price targets for $EW recently. We have seen 17 analysts offer price targets for $EW in the last 6 months, with a median target of $98.0.

Here are some recent targets:

David Rescott from Baird set a target price of $87.0 on 04/24/2026
Marie Thibault from BTIG set a target price of $100.0 on 04/24/2026
Anthony Petrone from Mizuho set a target price of $95.0 on 04/13/2026
Vijay Kumar from Evercore ISI Group set a target price of $92.0 on 04/06/2026
Adam Maeder from Piper Sandler set a target price of $100.0 on 02/11/2026
David Roman from Goldman Sachs set a target price of $95.0 on 02/11/2026
Larry Biegelsen from Wells Fargo set a target price of $100.0 on 02/11/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.