Insider Trading April 9, 2026 07:40 PM

Edwards Lifesciences CFO Sells $1.04M in Stock After Option Exercise

Scott B. Ullem disposed of 13,000 shares on April 9, 2026, having exercised options for the same number of shares earlier the same day; company fundamentals and trial data noted

By Priya Menon EW
Edwards Lifesciences CFO Sells $1.04M in Stock After Option Exercise
EW

Summary: Edwards Lifesciences Chief Financial Officer Scott B. Ullem reported a sale of 13,000 company shares on April 9, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The transaction generated $1,040,544 in proceeds. On the same day Ullem exercised options to acquire an identical number of shares at a strike price of $59.2567, for a total exercise value of $770,337. After these transactions, Ullem holds 39,699 shares directly and 266,318 shares indirectly through a trust. The filing comes against a backdrop of the company trading at a P/E ratio of 44 and a market capitalization of $45.6 billion, with recent analyst revisions and clinical-trial updates also noted.

Key Points

  • CFO Scott B. Ullem sold 13,000 shares on April 9, 2026, generating $1,040,544 in proceeds and filed the sale on Form 4 with the SEC.
  • On the same day Ullem exercised options to buy 13,000 shares at $59.2567 per share for a total exercise cost of $770,337; post-transactions he owns 39,699 shares directly and 266,318 shares indirectly through a trust.
  • Edwards Lifesciences is trading at a P/E of 44 with a $45.6 billion market capitalization; recent company updates include a Q4 2025 adjusted EPS miss, revenue beat, analyst upward revisions, and two-year TRISCEND II trial results for EVOQUE.

Insider transaction details

Edwards Lifesciences Corp Chief Financial Officer Scott B. Ullem disclosed a sale of 13,000 shares of company stock on April 9, 2026, in a Form 4 filing submitted to the Securities and Exchange Commission. The total proceeds from the sale were $1,040,544.

The filing specifies that 4,676 of those shares were sold at prices ranging from $80.225 to $80.750, while the remaining 8,324 shares exchanged hands at prices between $79.210 and $80.200.


Concurrent option exercise

The same Form 4 shows that, on April 9, 2026, Ullem exercised options to acquire 13,000 shares of Edwards Lifesciences common stock at an exercise price of $59.2567 per share, representing a total cash outlay of $770,337.

Following the sale and the exercise, Ullem's direct ownership stands at 39,699 shares. He also maintains an indirect stake of 266,318 shares through a trust, as reported in the filing.


Company valuation and analyst context

The insider activity arrives while Edwards Lifesciences is trading at a price-to-earnings ratio of 44 and carries a market capitalization of $45.6 billion. According to InvestingPro analysis referenced in the filing, the stock is trading below its Fair Value, suggesting it appears undervalued at current levels. The analysis also notes that 21 analysts recently revised earnings estimates upward for the pending period.


Recent operating and clinical updates

Edwards Lifesciences reported fourth-quarter 2025 adjusted earnings per share of $0.58, below analysts' expectations of $0.62. Revenue for the quarter was $1.57 billion, ahead of the $1.55 billion forecast and representing an 11.6% year-over-year increase.

In coverage moves, Stifel reiterated a Buy rating on Edwards Lifesciences, maintaining a price target of $110.00.

On the clinical front, the company disclosed two-year results from its TRISCEND II trial for the EVOQUE transcatheter tricuspid valve replacement system. The trial data showed lower all-cause mortality for treated patients and improvements in health status and quality of life, with no additional device-related risk reported.

Edwards Lifesciences also reiterated its Every Heartbeat Matters ambition to expand access to structural heart treatment, aiming to help 2 million more patients by 2030. The initiative has previously reached over 4 million underserved patients globally since 2014.


Documentation

The transactions were disclosed on a Form 4 filed with the Securities and Exchange Commission.

Risks

  • Insider selling may draw market attention and could influence investor sentiment in the healthcare and medical-device sectors.
  • Adjusted EPS for Q4 2025 of $0.58 missed the $0.62 consensus, highlighting potential near-term earnings volatility for the company and impacts to equity valuations.
  • Clinical and access initiatives, while showing positive trial results and patient-reach goals, carry execution risk in converting outcomes into broader commercial adoption within structural heart markets.

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