Principal Financial Group Inc. Acquires 481,846 Shares of Enphase Energy, Inc. $ENPH

Principal Financial Group Inc. raised its stake in shares of Enphase Energy, Inc. (NASDAQ:ENPH) by 334.1% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 626,065 shares of the semiconductor company’s stock after purchasing an additional 481,846 shares during the period. Principal Financial Group Inc.’s holdings in Enphase Energy were worth $22,156,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in shares of Enphase Energy by 431.9% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 633 shares of the semiconductor company’s stock valued at $25,000 after acquiring an additional 514 shares during the period. Salomon & Ludwin LLC lifted its holdings in Enphase Energy by 761.0% during the third quarter. Salomon & Ludwin LLC now owns 861 shares of the semiconductor company’s stock valued at $32,000 after purchasing an additional 761 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in shares of Enphase Energy by 199.7% in the third quarter. Geneos Wealth Management Inc. now owns 920 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 613 shares during the period. Mather Group LLC. bought a new position in shares of Enphase Energy in the third quarter worth approximately $44,000. Finally, Manchester Capital Management LLC increased its stake in shares of Enphase Energy by 24,040.0% in the second quarter. Manchester Capital Management LLC now owns 1,207 shares of the semiconductor company’s stock worth $48,000 after purchasing an additional 1,202 shares in the last quarter. Institutional investors own 72.12% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on ENPH shares. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Enphase Energy in a report on Thursday, January 22nd. Barclays upped their price objective on Enphase Energy from $33.00 to $35.00 and gave the stock an “underweight” rating in a research note on Wednesday, January 14th. Susquehanna reissued a “neutral” rating and set a $46.00 target price on shares of Enphase Energy in a research note on Wednesday. Royal Bank Of Canada upgraded Enphase Energy from a “sector perform” rating to an “outperform” rating and set a $54.00 price target for the company in a research note on Wednesday. Finally, Loop Capital set a $31.00 price objective on shares of Enphase Energy in a report on Thursday, October 30th. Nine analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and nine have given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $42.70.

Trending Headlines about Enphase Energy

Here are the key news stories impacting Enphase Energy this week:

• Positive Sentiment: Q4 beat and raised guidance — Enphase reported $0.71 EPS on $343.3M revenue (above consensus) and raised Q1 revenue guidance with management saying bookings are ~90% to the midpoint, which underpins the bullish market reaction. Enphase Energy Shares Rally After Forecast, Results Beat Estimates
• Positive Sentiment: Analyst upgrades and price‑target lifts — Multiple firms raised ratings/targets (examples: TD Cowen raised its target to $40; HSBC upgraded to strong‑buy; Oppenheimer lifted its target), supporting momentum and buy‑side interest. Enphase Energy price target raised to $40 from $35 at TD Cowen
• Positive Sentiment: Insider buying — CEO Badrinarayanan Kothandaraman purchased 5,000 shares at ~$51.98, a visible management vote of confidence that traders often treat as supportive. SEC Form 4 — CEO Purchase
• Neutral Sentiment: Short‑interest and squeeze dynamics — Elevated short interest (~20–22%) amplified the post‑earnings rally (short covering can push price well beyond fundamentals but also raises volatility). ENPH Stock Soars 50% on Earnings Beat—Is It a Data Center Play?
• Negative Sentiment: Near‑term demand and cost pressure — Revenue was down ~10% YoY, microinverter shipments declined and the company announced ~160 job cuts, underscoring cyclical weakness that could weigh on near‑term results. Enphase to cut 160 jobs globally, shipments drop
• Negative Sentiment: Valuation and caution from some analysts — A handful of firms (e.g., Deutsche Bank) trimmed targets or maintained cautious ratings, and commentators flag ENPH as overbought after the sharp post‑earnings run, implying downside risk if momentum fades. Deutsche Bank adjusts ENPH price target to $38

Insider Buying and Selling

In other Enphase Energy news, CEO Badrinarayanan Kothandaraman bought 5,000 shares of the company’s stock in a transaction on Thursday, February 5th. The stock was acquired at an average price of $51.98 per share, for a total transaction of $259,900.00. Following the completion of the transaction, the chief executive officer directly owned 1,640,632 shares of the company’s stock, valued at approximately $85,280,051.36. This represents a 0.31% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Thurman J. Rodgers sold 150,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $29.13, for a total value of $4,369,500.00. Following the transaction, the director directly owned 1,733,596 shares in the company, valued at approximately $50,499,651.48. This represents a 7.96% decrease in their position. The SEC filing for this sale provides additional information. 3.10% of the stock is owned by corporate insiders.

Enphase Energy Trading Up 5.4%

ENPH opened at $49.80 on Friday. The stock has a 50-day moving average of $35.10 and a 200 day moving average of $34.64. The company has a current ratio of 2.07, a quick ratio of 1.88 and a debt-to-equity ratio of 0.53. Enphase Energy, Inc. has a 12 month low of $25.77 and a 12 month high of $70.78. The firm has a market cap of $6.52 billion, a P/E ratio of 38.60 and a beta of 1.37.

Enphase Energy (NASDAQ:ENPH) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor company reported $0.71 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.52 by $0.19. The business had revenue of $343.32 million during the quarter, compared to analyst estimates of $340.45 million. Enphase Energy had a return on equity of 20.31% and a net margin of 11.69%.The company’s revenue for the quarter was down 10.3% on a year-over-year basis. During the same period last year, the company earned $0.94 EPS. As a group, research analysts forecast that Enphase Energy, Inc. will post 2.08 EPS for the current year.

Enphase Energy Profile

Enphase Energy is a global energy technology company that specializes in solar microinverters, energy storage systems and energy management software. Its core business centers on converting direct current (DC) power generated by solar panels into alternating current (AC) power suitable for use in residential and commercial applications. By integrating hardware and software solutions, Enphase Energy aims to improve solar energy yield, enhance system reliability and provide real-time monitoring capabilities to its customers.

The company’s product portfolio includes its IQ Series microinverters, which attach to individual solar panels to optimize performance at the module level and reduce the impact of shading or system failures.