NVST

Over the past six months, Envista Holdings Corp. announced its third-quarter 2025 results and released its 2024 Sustainability Report on October 29, 2025. On February 5, 2026, Envista reported its fourth-quarter 2025 results. On May 6, 2026, Envista announced strong first-quarter 2026 results, with sales increasing 14.4% year-over-year to $705.5 million and core sales growing by 9.5%. Net income more than doubled, and adjusted diluted EPS rose by 50% to $0.36. Envista completed the acquisition of Versah, which is expected to be accretive to growth, margins, and EPS. On May 5, 2026, the board authorized a new $300 million stock repurchase program through December 31, 2029. JPMorgan raised its price target on Envista to $29 from $26 on May 7, 2026, while maintaining a Neutral rating. The stock's price increased by 51.83% over the last 12 months and 18.85% year-to-date as of May 5, 2026. However, there was a recent pullback, with the stock declining 6.4% over the last 7 days and 4.0% over the last 30 days as of May 9, 2026. Macroeconomic uncertainty, tariffs, and the impact of China's volume-based procurement (VBP) policy are noted as ongoing challenges and risks.