Enviri Corporation (NVRI)

The past six months have seen several significant events impacting Enviri Corp.'s stock price, with the stock experiencing a substantial increase of over 100% during this period. In August 2025, Enviri reported mixed second-quarter results, missing analyst expectations, which led to a sharp pre-market selloff and the announcement of evaluating strategic alternatives, including a potential sale or separation of the Clean Earth business. In November 2025, Enviri's stock surged following the announcement of a definitive agreement to sell its Clean Earth segment to Veolia Environnement SA for $3.04 billion. Also in November 2025, the company's third-quarter earnings conference call resulted in a surge in the stock price, indicating a positive investor response despite reports of mixed results. In December 2025/January 2026, Enviri announced the retirement of its CFO and plans to appoint a new CFO, and there have been investor alerts from law firms regarding the proposed sale of Clean Earth.

Seasonal chart analysis for Enviri Corporation suggests a period of historical strength, with a "Buy Date of March 6 and a Sell Date of May 27" historically resulting in a geometric average return of 4.6% above the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 out of 20 periods and strongly outperforms the relative buy-and-hold performance of the stock by an average of 17.99% per year. This seasonal pattern aligns with the broader Industrials sector's seasonal strength, which typically runs from October 29 to May 10.

Enviri Corporation is a global provider of environmental solutions for industrial and specialty waste streams, as well as equipment and technology for the rail sector, operating within the environmental services and cleantech sectors. The company's business is structured around three main segments: Harsco Environmental, Clean Earth, and Harsco Rail. Harsco Environmental offers on-site environmental services for managing waste and byproduct streams, resource recovery, recycling, materials handling, logistical support, and aluminum dross and scrap management, also producing value-added downstream products. Clean Earth specializes in processing solutions for specialty waste, encompassing treatment, recycling, and beneficial reuse of hazardous and non-hazardous wastes, as well as processing contaminated soil and dredged materials. Harsco Rail provides railway track maintenance equipment and services, including engineered equipment, aftermarket parts, and safety and diagnostics technology systems.

Enviri Corporation has a significant global presence, operating in more than 150 locations across over 30 countries, spanning North America, South America, Europe, Asia Pacific, and the Middle East and Africa (EMEA).

In the past year, Enviri Corporation has received positive recognition for its rebranding efforts, being named a finalist in the Identity Branding category in PRovoke's Innovation Sabre Awards North America in June 2024. This acknowledgment was for its successful rebrand from Harsco Corporation to Enviri, which commenced on June 5, 2023, aiming to solidify Enviri's commitment to becoming a single-thesis environmental company. The company has also launched initiatives aligned with its refreshed brand, including a new Business System Model with six values, a Corporate Giving Program (Thrive), and a Diversity, Equity, Engagement, and Inclusion Program (Belonging).

Enviri Corporation's ownership is primarily institutional, with 411 institutional owners and shareholders holding a total of 105,605,178 shares. Major institutional owners include BlackRock, Inc., Fund 1 Investments, LLC, Neuberger Berman Group LLC, Vanguard Group Inc, D. E. Shaw & Co., Inc., Dimensional Fund Advisors Lp, Paradigm Capital Management Inc/ny, Pertento Partners LLP, State Street Corp and Hg Vora Capital Management LLC. The largest individual shareholder is F. Nicholas Grasberger III, who owns 1.30 million shares, representing 1.61% of the company.