Thurman J Rodgers, a director at $ENPH, sold 150,000 shares of the company on 12-02-2025 for an estimated $4,369,140. We received data on the trade from a recent SEC filing. This was a sale of approximately 8.0% of their shares of this class of stock. Following this trade, they now own 1,733,596 shares of this class of $ENPH stock.
$ENPH Insider Trading Activity
$ENPH insiders have traded $ENPH stock on the open market 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ENPH stock by insiders over the last 6 months:
- THURMAN J RODGERS sold 150,000 shares for an estimated $4,369,140
- BADRINARAYANAN KOTHANDARAMAN (President & CEO) has made 3 purchases buying 20,000 shares for an estimated $616,875 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ENPH Hedge Fund Activity
We have seen 251 institutional investors add shares of $ENPH stock to their portfolio, and 385 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 6,685,671 shares (+54.2%) to their portfolio in Q3 2025, for an estimated $236,605,896
- BAILLIE GIFFORD & CO removed 6,312,422 shares (-70.3%) from their portfolio in Q3 2025, for an estimated $223,396,614
- INVESCO LTD. removed 4,424,211 shares (-65.6%) from their portfolio in Q3 2025, for an estimated $156,572,827
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,080,040 shares (+852.8%) to their portfolio in Q3 2025, for an estimated $73,612,615
- UBS GROUP AG added 1,491,532 shares (+93.5%) to their portfolio in Q3 2025, for an estimated $52,785,317
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,113,719 shares (+200.8%) to their portfolio in Q3 2025, for an estimated $39,414,515
- MIROVA US LLC removed 1,096,831 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $43,489,349
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ENPH Revenue
$ENPH had revenues of $410.4M in Q3 2025. This is an increase of 7.76% from the same period in the prior year.
You can track ENPH financials on Quiver Quantitative's ENPH stock page.
$ENPH Analyst Ratings
Wall Street analysts have issued reports on $ENPH in the last several months. We have seen 3 firms issue buy ratings on the stock, and 7 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 10/30/2025
- Citigroup issued a "Sell" rating on 10/29/2025
- Barclays issued a "Underweight" rating on 10/09/2025
- GLJ Research issued a "Sell" rating on 09/23/2025
- Johnson Rice issued a "Accumulate" rating on 07/30/2025
- Wells Fargo issued a "Overweight" rating on 07/24/2025
- Oppenheimer issued a "Outperform" rating on 07/23/2025
To track analyst ratings and price targets for $ENPH, check out Quiver Quantitative's $ENPH forecast page.
$ENPH Price Targets
Multiple analysts have issued price targets for $ENPH recently. We have seen 18 analysts offer price targets for $ENPH in the last 6 months, with a median target of $36.5.
Here are some recent targets:
- Andrew Percoco from Morgan Stanley set a target price of $26.0 on 10/30/2025
- Mark Strouse from JP Morgan set a target price of $37.0 on 10/29/2025
- Vikram Bagri from Citigroup set a target price of $31.0 on 10/29/2025
- Christopher Dendrinos from RBC Capital set a target price of $31.0 on 10/29/2025
- Maheep Mandloi from Mizuho set a target price of $37.0 on 10/23/2025
- Biju Perincheril from Susquehanna set a target price of $37.0 on 10/13/2025
- Christine Cho from Barclays set a target price of $33.0 on 10/09/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
