Edwards Lifesciences Corporation (EW)

Edwards Lifesciences' stock has experienced a 1.4% increase over the last six months and a 2.5% increase year-to-date in 2025. The company reported its Q4 2024 earnings on February 11, 2025, with an actual EPS of $0.650 USD, and its Q1 2025 earnings on April 23, 2025, with an actual EPS of $0.610 USD. Piper Sandler upgraded EW from Neutral to Overweight on April 24, 2025, and Stifel upgraded it from Hold to Buy on January 30, 2025. Edwards TAVR received FDA approval for patients with asymptomatic severe aortic stenosis on May 1, 2025. The company announced that prompt intervention for severe aortic stenosis patients demonstrated lower healthcare costs and improved clinical outcomes on May 22, 2025. Insider selling by CEO Bernard Zovighian, Larry Wood, and Donald Bobo Jr. was reported in May and June 2025.

Demand for Edwards Lifesciences' products can be influenced by seasonality, with procedure volumes varying by geography and hospital. In Q3 2021, procedure volumes were affected by seasonality and the ongoing pandemic, impacting sales. However, as the company operates in essential healthcare, its products generally experience consistent demand regardless of broader economic cycles, contributing to its stability as an investment.

Edwards Lifesciences is dedicated to developing, manufacturing, and marketing devices for structural heart disease, critical care, and surgical monitoring. Its major product categories include Transcatheter Aortic Valve Replacement (TAVR) products, Transcatheter Mitral and Tricuspid Therapies (TMTT) products, Surgical Structural Heart solutions, and Critical Care technologies.

Edwards Lifesciences has a significant global presence, with operations in over 30 countries. The company manages its business across several geographical regions: the United States, Europe, Japan, and the Rest of World. Approximately 60% of its sales are derived from international markets. Manufacturing facilities are located in Irvine, California, Draper, Utah, Costa Rica, the Dominican Republic, Puerto Rico, and Singapore, with a new facility in Limerick, Ireland. North America accounts for 58.3% of the market share, Europe for 24.6%, Asia Pacific for 12.5%, and the Rest of World for 4.6%.

Edwards Lifesciences has a premium brand reputation in the cardiovascular medical technology sector. It is recognized as a top-rated medical device manufacturer with ISO 13485:2016 certified manufacturing processes and has been included in Fortune's "World's Most Admired Companies" list. Its reputation is built on a strong competitive position, quality-driven processes, and a patient-first approach, with a consistent focus on innovation and improving patient lives.

Edwards Lifesciences is a publicly traded company with a diverse ownership structure. Institutional investors hold approximately 91.1% of the shares, with major holders including Vanguard Group Inc., BlackRock, Inc., Wellington Management Group Llp, State Street Corp, and JPMorgan Chase & Co. Individual investors hold around 9% of the company's shares, with Michael A. Mussallem being the largest individual shareholder, owning 0.76% of the company. Insiders hold about 1% to 1.22% of the shares.