Quantinno Capital Management LP Buys 67,721 Shares of Enphase Energy, Inc. $ENPH

Quantinno Capital Management LP grew its stake in Enphase Energy, Inc. (NASDAQ:ENPH) by 157.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 110,747 shares of the semiconductor company’s stock after purchasing an additional 67,721 shares during the period. Quantinno Capital Management LP’s holdings in Enphase Energy were worth $4,187,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in Enphase Energy by 431.9% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 633 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 514 shares in the last quarter. Glass Jacobson Investment Advisors llc boosted its position in Enphase Energy by 77.8% in the fourth quarter. Glass Jacobson Investment Advisors llc now owns 800 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 350 shares in the last quarter. Activest Wealth Management grew its stake in shares of Enphase Energy by 52,000.0% during the fourth quarter. Activest Wealth Management now owns 1,042 shares of the semiconductor company’s stock worth $33,000 after buying an additional 1,040 shares during the last quarter. Ascentis Independent Advisors bought a new stake in shares of Enphase Energy during the first quarter worth $33,000. Finally, Danske Bank A S acquired a new position in shares of Enphase Energy during the third quarter worth $39,000. 72.12% of the stock is owned by institutional investors.

Enphase Energy News Roundup

Here are the key news stories impacting Enphase Energy this week:

• Positive Sentiment: Broader solar-sector momentum lifted Enphase alongside other renewable-energy stocks after the tariff announcement. Redwire, Enphase, Core & Main, Republic Services, and Owens Corning stocks trade up
• Positive Sentiment: Investors are also watching Enphase’s expansion beyond solar inverters into connected-home energy management, including its IQ Air product, which could broaden revenue opportunities over time. Enphase Energy steps into the connected home with IQ Air
• Neutral Sentiment: The company’s broader energy-management strategy is attracting attention, but the investment case remains dependent on a sustained recovery in residential solar demand. Enphase Energy stock watched as energy management widens the story
• Negative Sentiment: Northland Securities lowered its EPS forecasts for the third and fourth quarters of 2026, fiscal 2026, and fiscal 2027, citing a weaker earnings outlook. Its estimates fell to $0.18, $0.27, $0.74, and $1.40 per share, respectively. Q1 EPS estimates for Enphase Energy reduced by analyst
• Negative Sentiment: Morgan Stanley maintained a sell view, adding to concerns about valuation and the pace of the company’s recovery. Enphase Energy gets a sell from Morgan Stanley
• Negative Sentiment: Weak U.S. residential demand, the expiration of the federal residential clean-energy tax credit, and uncertainty around incentives continue to cloud near-term growth. Recent results showed year-over-year revenue contraction and only modest projected improvement. Enphase Energy slides as investors weigh soft residential solar demand

Enphase Energy Stock Performance

NASDAQ ENPH opened at $41.87 on Friday. The company has a market capitalization of $5.53 billion, a price-to-earnings ratio of 41.87 and a beta of 1.64. Enphase Energy, Inc. has a twelve month low of $25.77 and a twelve month high of $73.74. The stock has a fifty day simple moving average of $46.87 and a 200 day simple moving average of $43.92. The company has a quick ratio of 2.95, a current ratio of 3.45 and a debt-to-equity ratio of 0.48.

Enphase Energy (NASDAQ:ENPH) last announced its earnings results on Tuesday, July 28th. The semiconductor company reported $0.46 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.47 by ($0.01). The company had revenue of $291.85 million for the quarter, compared to the consensus estimate of $289.76 million. Enphase Energy had a return on equity of 13.31% and a net margin of 10.09%.The firm’s revenue for the quarter was down 19.6% on a year-over-year basis. During the same period in the prior year, the business earned $0.69 earnings per share. Sell-side analysts expect that Enphase Energy, Inc. will post 0.78 EPS for the current year.

Insider Activity

In related news, CEO Badrinarayanan Kothandaraman acquired 5,000 shares of the stock in a transaction dated Tuesday, May 26th. The stock was bought at an average cost of $67.50 per share, for a total transaction of $337,500.00. Following the completion of the transaction, the chief executive officer directly owned 1,645,632 shares of the company’s stock, valued at $111,080,160. The trade was a 0.30% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Shanker Trivedi acquired 1,000 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The stock was bought at an average cost of $53.91 per share, for a total transaction of $53,910.00. Following the completion of the purchase, the director owned 1,000 shares of the company’s stock, valued at $53,910. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders sold 3,400 shares of company stock valued at $150,933. Company insiders own 2.90% of the company’s stock.

Wall Street Analysts Forecast Growth

ENPH has been the subject of a number of research reports. Wells Fargo & Company dropped their price target on Enphase Energy from $45.00 to $44.00 and set an “overweight” rating for the company in a research note on Wednesday, July 29th. Citigroup lowered their target price on Enphase Energy from $43.00 to $40.00 and set a “neutral” rating for the company in a report on Thursday, July 30th. Barclays upgraded Enphase Energy from an “underweight” rating to an “equal weight” rating and increased their target price for the company from $30.00 to $51.00 in a research report on Thursday, June 18th. The Goldman Sachs Group lifted their price target on Enphase Energy from $51.00 to $57.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Finally, Glj Research boosted their price target on Enphase Energy from $21.70 to $24.47 and gave the stock a “sell” rating in a report on Tuesday, July 28th. Eight investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Enphase Energy has an average rating of “Hold” and a consensus price target of $45.61.

Enphase Energy Company Profile

Enphase Energy is a global energy technology company that specializes in solar microinverters, energy storage systems and energy management software. Its core business centers on converting direct current (DC) power generated by solar panels into alternating current (AC) power suitable for use in residential and commercial applications. By integrating hardware and software solutions, Enphase Energy aims to improve solar energy yield, enhance system reliability and provide real-time monitoring capabilities to its customers.

The company’s product portfolio includes its IQ Series microinverters, which attach to individual solar panels to optimize performance at the module level and reduce the impact of shading or system failures.