Insider Trading February 26, 2026

Engine Capital Group Buys $1.73M Stake in Orthofix (OFIX)

Multiple Engine-affiliated funds and an individual investor completed purchases across two days, leaving the group with over 10% ownership in Orthofix

By Derek Hwang OFIX
Engine Capital Group Buys $1.73M Stake in Orthofix (OFIX)
OFIX

Engine Capital Management and related entities acquired $1.73 million of Orthofix Medical Inc. shares on February 24-25, 2026, purchasing at prices between $12.5455 and $12.9634 per share. The transactions increased the Engine-affiliated group’s direct holdings to a position that may exceed 10% of the company’s outstanding common stock. Orthofix is trading at $13.17 and reported a narrower-than-expected Q4 2025 loss alongside slightly higher-than-forecast revenue.

Key Points

  • Engine Capital and affiliated entities purchased $1.73 million of Orthofix shares on February 24-25, 2026 at prices between $12.5455 and $12.9634 per share.
  • Post-transactions, Engine Capital, L.P. directly owns 3,673,092 shares; Engine Lift Capital, LP owns 373,035 shares; and Engine Jet Capital, L.P. owns 344,652 shares, and the group may collectively hold over 10% of OFIX outstanding common stock.
  • Orthofix reported Q4 2025 results showing a loss of $0.06 per share versus an expected loss of $0.22 and revenue of $219.9 million versus a forecast of $218.57 million; the stock trades at $13.17, down 24% year-over-year.

Engine Capital Management, L.P., together with affiliated investment vehicles and Arnaud Ajdler, reported a series of purchases in Orthofix Medical Inc. (EXCHANGE: OFIX) that totaled $1.73 million. The transactions took place on February 24 and 25, 2026, at share prices ranging from $12.5455 to $12.9634.

On February 24, 2026, Engine Capital, L.P. purchased 117,076 shares at $12.5455 per share, representing $1,468,684 in value. On the same day, Engine Lift Capital, LP bought 7,721 shares at $12.5455, amounting to $96,866.

Transactions continued on February 25, 2026. Engine Capital, L.P. acquired an additional 9,959 shares at $12.9634, for $129,090, while Engine Lift Capital, LP purchased 3,102 shares at $12.9634, equal to $40,215.

Following these purchases, reported direct ownership positions are as follows: Engine Capital, L.P. holds 3,673,092 shares; Engine Lift Capital, LP holds 373,035 shares; and Engine Jet Capital, L.P. holds 344,652 shares of Orthofix Medical Inc. The filing indicates that Engine Capital Management, L.P., Engine Jet Capital, L.P., Engine Lift Capital, LP, Engine Capital Management, LP, Engine Capital Management GP, LLC, Engine Investments, LLC, Engine Investments II, LLC and Arnaud Ajdler may be deemed to constitute a Section 13(d) group that, in the aggregate, beneficially owns more than 10% of the issuer’s outstanding common stock.

At the time of reporting, OFIX was trading at $13.17, a level that reflects a 24% decline over the past year. According to InvestingPro analysis cited in the filing, the stock appears undervalued at current prices and analysts expect the company to achieve profitability this year. The platform also lists additional ProTips and a detailed Pro Research Report for OFIX.

Separately, Orthofix released its fourth-quarter 2025 financial results, which showed an adjusted loss of $0.06 per share, an outcome that exceeded analyst expectations for a loss of $0.22 per share - a 72.73% positive surprise relative to that forecast. Revenue for the quarter was reported at $219.9 million, slightly above the consensus projection of $218.57 million. These results were noted in the same reporting package that disclosed the insider purchases.


Note on reporting: The information above is drawn from the transaction disclosures and the company’s reported quarterly results as presented in the filings referenced.

Risks

  • The filing indicates the Engine entities and Arnaud Ajdler may be treated as a Section 13(d) group, which could introduce regulatory and disclosure considerations for the issuer and investors.
  • OFIX’s share price remains 24% below its level a year earlier, indicating continued market valuation pressure despite recent insider purchases and quarterly outperformance versus estimates.
  • Although analysts cited by InvestingPro expect Orthofix to become profitable this year, the company reported a loss in Q4 2025, showing there is uncertainty about the near-term path to sustained profitability.

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