Vanguard Group Inc. Sells 376,438 Shares of Enphase Energy, Inc. $ENPH

Vanguard Group Inc. lessened its position in shares of Enphase Energy, Inc. (NASDAQ:ENPH) by 2.3% in the third quarter, Holdings Channel.com reports. The firm owned 16,082,771 shares of the semiconductor company’s stock after selling 376,438 shares during the period. Vanguard Group Inc. owned approximately 0.12% of Enphase Energy worth $569,169,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of ENPH. Fifth Third Bancorp grew its holdings in shares of Enphase Energy by 60.1% during the third quarter. Fifth Third Bancorp now owns 9,485 shares of the semiconductor company’s stock worth $336,000 after buying an additional 3,560 shares in the last quarter. State of New Jersey Common Pension Fund D grew its stake in shares of Enphase Energy by 24.1% during the 3rd quarter. State of New Jersey Common Pension Fund D now owns 61,511 shares of the semiconductor company’s stock worth $2,177,000 after acquiring an additional 11,953 shares in the last quarter. PNC Financial Services Group Inc. raised its holdings in shares of Enphase Energy by 238.6% in the third quarter. PNC Financial Services Group Inc. now owns 24,690 shares of the semiconductor company’s stock valued at $874,000 after purchasing an additional 17,398 shares during the last quarter. Ground Swell Capital LLC bought a new stake in shares of Enphase Energy in the third quarter worth $242,000. Finally, Cibc World Market Inc. boosted its holdings in Enphase Energy by 38.0% during the third quarter. Cibc World Market Inc. now owns 20,853 shares of the semiconductor company’s stock worth $738,000 after purchasing an additional 5,742 shares during the last quarter. 72.12% of the stock is currently owned by institutional investors.

Insider Activity at Enphase Energy

In other Enphase Energy news, Director Thurman J. Rodgers sold 150,000 shares of the firm’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 transaction of $4,369,500.00. Following the completion of the sale, the director directly owned 1,733,596 shares in the company, valued at $50,499,651.48. This trade represents a 7.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Badrinarayanan Kothandaraman bought 5,000 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was purchased at an average cost of $51.98 per share, for a total transaction of $259,900.00. Following the transaction, the chief executive officer directly owned 1,640,632 shares of the company’s stock, valued at $85,280,051.36. The trade was a 0.31% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold a total of 157,100 shares of company stock worth $4,624,815 in the last quarter. Corporate insiders own 3.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. The Goldman Sachs Group lifted their price target on shares of Enphase Energy from $45.00 to $51.00 and gave the company a “buy” rating in a research note on Wednesday, February 4th. Citigroup increased their price target on Enphase Energy from $37.00 to $41.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Northland Securities boosted their price target on Enphase Energy from $52.00 to $62.00 and gave the stock an “outperform” rating in a research report on Monday, December 29th. Mizuho set a $39.00 price objective on Enphase Energy in a report on Wednesday, February 4th. Finally, Morgan Stanley reissued an “underweight” rating and issued a $30.00 target price on shares of Enphase Energy in a research note on Wednesday, February 4th. Nine investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and nine have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $42.70.

Key Headlines Impacting Enphase Energy

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

• Positive Sentiment: Industry tailwind: reporting that roughly 93% of new U.S. power additions are renewable is supporting demand expectations for solar products and microinverters, a bullish backdrop for Enphase’s end market. First Solar, Enphase surge as 93% of new US power turns renewable
• Positive Sentiment: Company fundamentals and guidance: recent coverage highlights Enphase’s Q4 beat, above‑consensus Q1 revenue guidance and a tariff ruling that may lower input costs — factors investors cite to justify the recent rebound and re‑rate. Enphase Energy (ENPH) Valuation Check After Strong Earnings Guidance And Tariff Relief News
• Negative Sentiment: Class action filed: Pomerantz LLP filed a securities‑fraud class action against Enphase and certain officers (Northern District of California), alleging violations of Sections 10(b) and 20(a) covering purchases between April 22, 2025 and October 28, 2025. This is a direct legal overhang that can increase volatility and potential future costs. Pomerantz Law Firm Announces the Filing of a Class Action Against Enphase Energy, Inc.and Certain Officers – ENPH
• Negative Sentiment: Multiple plaintiff‑firm notices: several national firms (Rosen, Schall, Berger Montague, Gross, Robbins Geller, Faruqi, DJS, etc.) are soliciting plaintiffs and reminding investors of the April 20, 2026 lead‑plaintiff deadline — amplifying media attention and the likelihood of coordinated litigation. ENPH Investors Have Opportunity to Lead Enphase Energy, Inc. Securities Fraud Lawsuit

Enphase Energy Stock Up 4.9%

ENPH stock opened at $49.74 on Wednesday. Enphase Energy, Inc. has a 1-year low of $25.77 and a 1-year high of $67.20. The business’s 50 day simple moving average is $38.83 and its 200 day simple moving average is $35.79. The company has a current ratio of 2.07, a quick ratio of 1.84 and a debt-to-equity ratio of 0.53. The firm has a market capitalization of $6.52 billion, a PE ratio of 38.56 and a beta of 1.37.

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

About Enphase Energy

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.