American Century Companies Inc. Decreases Stock Position in Enovis Corporation $ENOV

American Century Companies Inc. cut its stake in shares of Enovis Corporation (NYSE:ENOV) by 5.2% in the 3rd quarter, HoldingsChannel reports. The fund owned 4,731,065 shares of the company’s stock after selling 258,262 shares during the quarter. American Century Companies Inc. owned 0.08% of Enovis worth $143,541,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of ENOV. Farther Finance Advisors LLC grew its holdings in Enovis by 42.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 1,224 shares of the company’s stock worth $37,000 after acquiring an additional 367 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of Enovis by 125.4% during the second quarter. EverSource Wealth Advisors LLC now owns 1,271 shares of the company’s stock valued at $40,000 after purchasing an additional 707 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new stake in shares of Enovis in the 2nd quarter worth approximately $46,000. SJS Investment Consulting Inc. increased its holdings in shares of Enovis by 30,340.0% during the third quarter. SJS Investment Consulting Inc. now owns 1,522 shares of the company’s stock valued at $46,000 after acquiring an additional 1,517 shares in the last quarter. Finally, Nisa Investment Advisors LLC grew its holdings in shares of Enovis by 235.2% during the third quarter. Nisa Investment Advisors LLC now owns 1,703 shares of the company’s stock valued at $52,000 after buying an additional 1,195 shares during the last quarter. 98.45% of the stock is currently owned by institutional investors.

Key Enovis News

Here are the key news stories impacting Enovis this week:

• Positive Sentiment: Adjusted EPS beat — Enovis reported adjusted EPS $0.95 versus consensus ~$0.81, signaling underlying profitability on a non‑GAAP basis. Enovis Q4 2025 Earnings Call Highlights
• Positive Sentiment: Management raised FY2026 adjusted EPS guidance to $3.52–$3.73 (above consensus ~3.35) and expects adjusted EBITDA expansion, providing a clearer path to earnings recovery. Enovis targets $2.31–$2.37B 2026 revenue
• Positive Sentiment: Operational momentum — full‑year 2025 net sales grew ~7% (6% organic) with Reconstructive up ~10% Y/Y; adjusted EBITDA and adjusted EPS for the year improved on a non‑GAAP basis. Enovis Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analyst activity supportive — BTIG raised its price target to $43 and keeps a buy stance, signaling some sell‑side confidence in the recovery story. BTIG price target raise
• Neutral Sentiment: Guidance mix — revenue guidance of $2.31–$2.37B implies 4–6% organic growth (positive), but the top‑end sits below some street expectations — a watch item for revenue‑sensitive investors. Guidance detail
• Negative Sentiment: Revenue miss and GAAP impairment — Q4 revenue ~$575.8M missed consensus (~$584M) and the company took a $501M non‑cash goodwill impairment (Q4) that produced a large GAAP loss (Q4 net loss from continuing operations ~$519M), raising concerns about past acquisition valuation and near‑term GAAP volatility. Enovis Misses Q4 Sales Expectations
• Negative Sentiment: Significant non‑cash charges dent headline results — investors focused on GAAP losses and goodwill write‑downs may remain cautious despite positive adjusted metrics. Quiver/summary of results and impairment

Wall Street Analyst Weigh In

A number of research firms have commented on ENOV. UBS Group reaffirmed a “buy” rating and issued a $50.00 target price on shares of Enovis in a research report on Monday, January 5th. BTIG Research upped their price target on Enovis from $41.00 to $43.00 and gave the stock a “buy” rating in a research note on Thursday. Needham & Company LLC boosted their price target on shares of Enovis from $49.00 to $52.00 and gave the stock a “buy” rating in a research note on Thursday. Canaccord Genuity Group lowered their price objective on shares of Enovis from $58.00 to $50.00 and set a “buy” rating for the company in a research report on Wednesday, December 17th. Finally, Evercore reaffirmed an “outperform” rating on shares of Enovis in a research note on Monday, January 12th. Seven equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat, Enovis currently has an average rating of “Moderate Buy” and an average target price of $47.43.

Enovis Stock Performance

Shares of Enovis stock opened at $25.49 on Monday. The company has a 50 day moving average price of $24.27 and a 200 day moving average price of $28.18. Enovis Corporation has a 52 week low of $21.00 and a 52 week high of $40.69. The company has a quick ratio of 1.04, a current ratio of 2.02 and a debt-to-equity ratio of 0.85. The firm has a market capitalization of $1.46 billion, a P/E ratio of -1.23 and a beta of 1.46.

Enovis (NYSE:ENOV) last announced its quarterly earnings data on Thursday, February 26th. The company reported $0.95 earnings per share for the quarter, beating analysts’ consensus estimates of $0.81 by $0.14. The business had revenue of $575.76 million for the quarter, compared to analyst estimates of $584.30 million. Enovis had a positive return on equity of 8.74% and a negative net margin of 52.69%.The company’s revenue was up 2.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.98 earnings per share. Enovis has set its FY 2026 guidance at 3.520-3.730 EPS. Sell-side analysts expect that Enovis Corporation will post 2.79 EPS for the current year.

Insiders Place Their Bets

In other Enovis news, EVP Daniel A. Pryor sold 999 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $27.20, for a total value of $27,172.80. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 2.70% of the company’s stock.

Enovis Company Profile

Enovis is a global medical technology company focused on advancing the field of musculoskeletal health. Formed through the separation of the MedTech business from Colfax Corporation in 2021, Enovis brings together a portfolio of specialized products and services designed to address conditions affecting the foot and ankle, hand and wrist, sports medicine, joint repair, biologics and rehabilitation.

The company’s flagship offerings include minimally invasive implants and instrumentation for foot and ankle surgery under the Treace Medical Concepts brand, focal joint resurfacing implants through Arthrosurface, and synthetic bone graft substitutes marketed as NovaBone.