Segall Bryant & Hamill LLC Takes $665,000 Position in LivaNova PLC $LIVN

Segall Bryant & Hamill LLC bought a new position in LivaNova PLC (NASDAQ:LIVN) in the first quarter, according to the company in its most recent filing with the SEC. The fund bought 10,457 shares of the company’s stock, valued at approximately $665,000.

Several other large investors have also recently modified their holdings of LIVN. Janus Henderson Group PLC raised its holdings in LivaNova by 1,978.8% during the 1st quarter. Janus Henderson Group PLC now owns 471,379 shares of the company’s stock valued at $29,961,000 after buying an additional 448,703 shares during the period. EverSource Wealth Advisors LLC boosted its stake in LivaNova by 103.6% during the first quarter. EverSource Wealth Advisors LLC now owns 1,623 shares of the company’s stock worth $103,000 after buying an additional 826 shares during the period. California State Teachers Retirement System increased its position in LivaNova by 24.3% during the first quarter. California State Teachers Retirement System now owns 63,665 shares of the company’s stock valued at $4,047,000 after acquiring an additional 12,447 shares during the last quarter. Maverick Capital Ltd. bought a new position in LivaNova during the first quarter valued at $956,000. Finally, Quantinno Capital Management LP raised its stake in shares of LivaNova by 263.8% in the first quarter. Quantinno Capital Management LP now owns 55,562 shares of the company’s stock valued at $3,532,000 after acquiring an additional 40,289 shares during the period. Institutional investors own 97.64% of the company’s stock.

Key Headlines Impacting LivaNova

Here are the key news stories impacting LivaNova this week:

• Positive Sentiment: Quarterly results exceeded expectations: LivaNova reported second-quarter earnings of $1.26 per share, versus the $1.08–$1.09 analyst consensus, while revenue rose 10.8% year over year to $390.6 million, above the approximately $380.5 million estimate. LivaNova Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: 2026 earnings guidance was raised: The company now expects full-year adjusted EPS of $4.30 to $4.40, above the $4.15 consensus estimate. Revenue guidance was approximately $1.5 billion, broadly in line with expectations. LivaNova exceeds second-quarter forecasts and increases 2026 outlook
• Positive Sentiment: Analyst became more bullish: Needham raised its price target from $81 to $93 and assigned a Buy rating, implying meaningful potential upside from the referenced trading level. Benzinga
• Neutral Sentiment: Momentum has been strong: LivaNova recently reached a fresh 52-week high, but commentary noted that investors must weigh the company’s improving fundamentals against the possibility that additional gains are already reflected in the valuation. LivaNova Hits Fresh High
• Negative Sentiment: Shares pulled back despite the beats: The decline following the earnings release may reflect profit-taking after the recent rally, or investor concern that the roughly 40 times earnings valuation leaves limited room for further upside unless growth accelerates.

Insider Buying and Selling at LivaNova

In related news, Director Francesco Bianchi sold 1,800 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $75.75, for a total value of $136,350.00. Following the completion of the sale, the director directly owned 7,228 shares of the company’s stock, valued at $547,521. This represents a 19.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.35% of the stock is owned by insiders.

Wall Street Analyst Weigh In

LIVN has been the subject of several analyst reports. Stifel Nicolaus set a $85.00 target price on shares of LivaNova in a report on Wednesday. Freedom Capital raised shares of LivaNova to a “hold” rating in a research report on Tuesday, June 30th. Needham & Company LLC raised their price objective on shares of LivaNova from $81.00 to $93.00 and gave the stock a “buy” rating in a research note on Wednesday. Zacks Research upgraded LivaNova from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 21st. Finally, Mizuho upped their target price on LivaNova from $90.00 to $95.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, LivaNova presently has a consensus rating of “Moderate Buy” and an average target price of $83.50.

LivaNova Stock Down 8.4%

Shares of NASDAQ LIVN opened at $78.14 on Thursday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.11 and a current ratio of 1.33. The firm has a market capitalization of $4.29 billion, a price-to-earnings ratio of 40.07 and a beta of 0.86. The stock has a 50 day moving average price of $79.54 and a 200 day moving average price of $70.61. LivaNova PLC has a 52-week low of $45.64 and a 52-week high of $85.76.

LivaNova (NASDAQ:LIVN) last released its quarterly earnings data on Wednesday, August 5th. The company reported $1.26 EPS for the quarter, topping the consensus estimate of $1.08 by $0.18. LivaNova had a return on equity of 16.48% and a net margin of 7.48%.The company had revenue of $390.59 million for the quarter, compared to the consensus estimate of $380.34 million. During the same period last year, the business posted $1.05 EPS. LivaNova’s quarterly revenue was up 10.8% on a year-over-year basis. LivaNova has set its FY 2026 guidance at 4.300-4.400 EPS. Sell-side analysts expect that LivaNova PLC will post 3.73 earnings per share for the current year.

About LivaNova

LivaNova plc is a global medical technology company that develops and manufactures products and therapies for the cardiac surgery and neuromodulation markets. Headquartered in London, United Kingdom, and Houston, Texas, LivaNova serves hospitals, clinics and healthcare providers in more than 100 countries. The company’s primary focus lies in advancing patient care through innovations in heart–lung bypass, cardiac preservation, circulatory support and neurostimulation therapies.

The Cardiac Surgery business unit offers a comprehensive portfolio of products used in cardiopulmonary bypass procedures, including oxygenators, heart–lung machines, arterial filters, cannulae and sutureless heart valves.