Envista (NYSE:NVST) Reaches New 12-Month High Following Earnings Beat

Envista Holdings Corporation (NYSE:NVST) shares reached a new 52-week high during trading on Friday following a better than expected earnings announcement. The stock traded as high as $28.80 and last traded at $28.5230, with a volume of 994454 shares changing hands. The stock had previously closed at $24.71.

The company reported $0.38 EPS for the quarter, topping analysts’ consensus estimates of $0.32 by $0.06. The firm had revenue of $750.60 million during the quarter, compared to analyst estimates of $680.26 million. Envista had a net margin of 0.58% and a return on equity of 5.90%. The company’s revenue was up 15.0% on a year-over-year basis. During the same quarter last year, the business posted $0.24 EPS. Envista has set its FY 2026 guidance at 1.350-1.450 EPS.

Envista News Summary

Here are the key news stories impacting Envista this week:

• Positive Sentiment: Q4 beat — Envista reported $0.38 EPS vs. a $0.32 consensus and revenue of $750.6M (vs. ~$680M expected); revenue rose ~15% year‑over‑year, signaling solid demand. Read More.
• Positive Sentiment: Upgraded FY‑2026 guidance — management set EPS guidance of $1.350–$1.450, above the prior consensus (~$1.27), improving forward earnings visibility and supporting valuation. Read More.
• Positive Sentiment: Market reaction & coverage — multiple outlets note the beats and strong guidance; Investing.com highlights the stock’s upside after the report. Read More.
• Positive Sentiment: Analyst support — Stifel raised its price target to $27 and holds a buy rating, adding third‑party validation for further upside. Read More.
• Neutral Sentiment: Company materials available — press release, slide deck and conference‑call transcript were posted for investors who want detail on drivers (product mix, regions, margins). Read More.
• Neutral Sentiment: Analyst commentary/value view — Zacks flagged Envista as a top‑ranked value/growth pick, which may attract longer‑term buyers but doesn’t change near‑term execution risk. Read More.
• Negative Sentiment: Valuation & margins — despite the beat, the stock carries a high trailing P/E (~276) and reported a slim net margin (~0.6%), which could make investors cautious if growth or margin expansion slows. Read More.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Stifel Nicolaus set a $31.00 price objective on Envista in a report on Friday. William Blair upgraded Envista from a “market perform” rating to an “outperform” rating in a research report on Friday. Wall Street Zen upgraded Envista from a “buy” rating to a “strong-buy” rating in a research report on Monday, January 26th. Evercore ISI reissued an “outperform” rating and set a $32.00 price target on shares of Envista in a research report on Friday. Finally, Morgan Stanley set a $19.00 target price on Envista in a research note on Friday. Seven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $25.00.

Hedge Funds Weigh In On Envista

Several hedge funds have recently bought and sold shares of NVST. Royal Bank of Canada lifted its holdings in shares of Envista by 26.6% during the 1st quarter. Royal Bank of Canada now owns 23,240 shares of the company’s stock worth $401,000 after acquiring an additional 4,885 shares during the period. Millennium Management LLC lifted its stake in Envista by 218.6% during the first quarter. Millennium Management LLC now owns 383,966 shares of the company’s stock worth $6,627,000 after purchasing an additional 263,442 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in shares of Envista by 39.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 629,140 shares of the company’s stock valued at $10,859,000 after purchasing an additional 177,630 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Envista by 15.5% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 568,982 shares of the company’s stock valued at $9,821,000 after purchasing an additional 76,246 shares during the last quarter. Finally, KLP Kapitalforvaltning AS raised its holdings in shares of Envista by 11.3% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 36,400 shares of the company’s stock worth $711,000 after buying an additional 3,700 shares in the last quarter.

Envista Stock Up 15.4%

The company has a quick ratio of 2.02, a current ratio of 2.37 and a debt-to-equity ratio of 0.47. The firm has a market capitalization of $4.69 billion, a price-to-earnings ratio of 317.16, a price-to-earnings-growth ratio of 1.05 and a beta of 1.01. The firm has a 50 day moving average of $22.63 and a two-hundred day moving average of $21.16.

About Envista

Envista Holdings Corporation is a global dental products company that develops, manufactures and markets a broad portfolio of dental consumables, equipment and technology solutions. Headquartered in Brea, California, Envista serves dental practitioners, specialists and laboratories in more than 150 countries. The company’s offerings span implant, orthodontic, endodontic and restorative product lines as well as digital imaging systems and practice management software.

Envista’s product brands include Nobel Biocare for dental implants and restorative solutions, Ormco for orthodontic appliances and treatment systems, Kerr for restorative and endodontic materials, KaVo for dental imaging and handpieces, and Vista for surgical drills and instruments.