EnvistaNVST
About: Envista Holdings Corp is a dental products company. It develops, manufactures, and markets portfolios of dental consumables, equipment, and services to dental professionals. The company's business consists of two segments; Specialty Products & Technologies and Equipment & Consumables. The company's Specialty Products & Technologies segment, which derives key revenue, develops, manufactures, and markets dental implant systems, including regenerative solutions, dental prosthetics, and associated treatment software and technologies, as well as orthodontic bracket systems, aligners, and lab products. Geographically, the company generates a majority of its revenue from North America, followed by Western Europe and other developed and emerging markets.
Employees: 12,300
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
809% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $1.75M
67% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 5 (+2) [Q4]
2.28% more ownership
Funds ownership: 110.96% [Q3] → 113.24% (+2.28%) [Q4]
0% less capital invested
Capital invested by funds: $3.76B [Q3] → $3.76B (-$3.01M) [Q4]
7% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 41
2% less funds holding
Funds holding: 292 [Q3] → 285 (-7) [Q4]
26% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 119
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
UBS Kevin Caliendo 43% 1-year accuracy 6 / 14 met price target | 38%upside $21 | Neutral Maintained | 10 Mar 2025 |
JP Morgan Rachel Vatnsdal 38% 1-year accuracy 6 / 16 met price target | 25%upside $19 | Neutral Maintained | 6 Mar 2025 |
Morgan Stanley Erin Wright 48% 1-year accuracy 12 / 25 met price target | 25%upside $19 | Equal-Weight Maintained | 6 Mar 2025 |
Wells Fargo Vik Chopra 27% 1-year accuracy 3 / 11 met price target | 38%upside $21 | Equal-Weight Maintained | 6 Feb 2025 |
Piper Sandler Jason Bednar 20% 1-year accuracy 7 / 35 met price target | 19%upside $18 | Neutral Maintained | 3 Feb 2025 |
Financial journalist opinion
