Vanguard Group Inc. Has $523.37 Million Position in Enphase Energy, Inc. $ENPH

05 May 2026, 08:25 by Amy Steele · The Cerbat Gem

Vanguard Group Inc. increased its holdings in shares of Enphase Energy, Inc. (NASDAQ:ENPH – Free Report) by 1.5% during the fourth quarter, Holdings Channel reports. The fund owned 16,329,647 shares of the semiconductor company’s stock after acquiring an additional 246,876 shares during the quarter. Vanguard Group Inc. owned about 0.12% of Enphase Energy worth $523,365,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also made changes to their positions in the company. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its holdings in shares of 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 acquiring an additional 514 shares during the last quarter. Glass Jacobson Investment Advisors llc increased its holdings in shares of Enphase Energy by 77.8% during the 4th quarter. Glass Jacobson Investment Advisors llc now owns 800 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 350 shares during the last quarter. Salomon & Ludwin LLC increased its holdings in shares of Enphase Energy by 761.0% during the 3rd quarter. Salomon & Ludwin LLC now owns 861 shares of the semiconductor company’s stock worth $32,000 after acquiring an additional 761 shares during the last quarter. Stance Capital LLC acquired a new position in shares of Enphase Energy during the 3rd quarter worth approximately $32,000. Finally, Geneos Wealth Management Inc. increased its holdings in shares of Enphase Energy by 199.7% during the 3rd quarter. Geneos Wealth Management Inc. now owns 920 shares of the semiconductor company’s stock worth $33,000 after acquiring an additional 613 shares during the last quarter. 72.12% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on ENPH shares. Royal Bank Of Canada raised Enphase Energy from a “sector perform” rating to an “outperform” rating and set a $54.00 target price on the stock in a report on Wednesday, February 4th. Glj Research set a $21.70 price objective on Enphase Energy in a report on Thursday, February 5th. Citigroup decreased their price objective on Enphase Energy from $37.00 to $31.00 and set a “neutral” rating on the stock in a report on Thursday, April 30th. Susquehanna decreased their price objective on Enphase Energy from $36.00 to $32.00 and set a “neutral” rating on the stock in a report on Thursday, April 30th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on Enphase Energy from $39.00 to $40.00 and gave the company a “hold” rating in a report on Thursday, April 30th. Nine research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and seven have issued a Sell rating to the company. According to data from MarketBeat.com, Enphase Energy currently has an average rating of “Hold” and an average price target of $40.78.

Read Our Latest Analysis on ENPH

Insider Transactions at Enphase Energy

In other news, Director Thurman J. Rodgers sold 137,250 shares of the stock in a transaction on Friday, March 13th. The stock was sold at an average price of $43.61, for a total transaction of $5,985,472.50. Following the sale, the director directly owned 1,597,641 shares of the company’s stock, valued at approximately $69,673,124.01. This represents a 7.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Richard Mora sold 1,100 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $52.05, for a total value of $57,255.00. Following the sale, the director directly owned 9,370 shares in the company, valued at approximately $487,708.50. This trade represents a 10.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 2.90% of the stock is currently owned by insiders.

Enphase Energy Stock Performance

ENPH opened at $32.54 on Tuesday. The firm has a market cap of $4.29 billion, a P/E ratio of 32.22 and a beta of 1.26. Enphase Energy, Inc. has a 52-week low of $25.77 and a 52-week high of $54.43. The company has a debt-to-equity ratio of 0.52, a quick ratio of 3.20 and a current ratio of 3.80. The business’s fifty day moving average is $38.85 and its 200-day moving average is $36.27.

Enphase Energy (NASDAQ:ENPH – Get Free Report) last released its earnings results on Tuesday, April 28th. The semiconductor company reported $0.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.43 by $0.04. The company had revenue of $282.90 million for the quarter, compared to analyst estimates of $282.28 million. Enphase Energy had a return on equity of 16.88% and a net margin of 9.64%.Enphase Energy’s quarterly revenue was down 20.6% on a year-over-year basis. During the same period in the prior year, the firm posted $0.68 EPS. Sell-side analysts expect that Enphase Energy, Inc. will post 0.86 EPS for the current fiscal year.

Enphase Energy News Summary

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

Positive Sentiment: Northland Securities raised EPS forecasts across multiple quarters and materially increased FY2026 and FY2027 estimates (FY2027 to $1.49 from $1.18; FY2026 to $0.95 from $0.60), signaling improved analyst expectations for Enphase’s margin and revenue recovery — a clear near‑term positive catalyst for the stock. MarketBeat Analyst Note
Neutral Sentiment: Enphase published a technical white paper on its IQ Solid‑State Transformer architecture targeting AI data centers, highlighting potential new product applications (GaN power conversion, custom ASIC control). This is a strategic, longer‑term product development story that could expand addressable markets but is unlikely to drive immediate revenue. IQ SST White Paper
Neutral Sentiment: Elevated investor interest and search activity (Zacks and other outlets) suggests increased attention and potential for short‑term volatility; attention can amplify moves in either direction depending on follow‑through news. Zacks Coverage
Negative Sentiment: Coverage questioning whether the stock’s prolonged share‑price slump reflects underlying value underscores investor skepticism — reminder that even with upgrades, Enphase faces near‑term execution and cyclical demand risks which can keep downward pressure on the stock until revenue and margin trends visibly improve. Yahoo: Reassess ENPH?

About Enphase Energy

(Free Report)

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.