NYSE · Health Care

ENVISTA HOLDINGS CORPORATION NVST

Envista Holdings Corporation, together with its subsidiaries, develops, manufactures, markets, and sells dental products in the United States, China, and internationally. The company operates in two segments, Specialty Products & Technologies, and Equipment & Consumables.

Medical/Dental Instruments

Company profile

Business mix

  • The company operates in two segments, Specialty Products & Technologies, and Equipment & Consumables.
  • The Specialty Products & Technologies segment offers dental implant systems, guided surgery systems, biomaterials, and prefabricated and custom-built prosthetics to oral surgeons, prosthodontists and periodontists, and general dentist.
  • This segment offers its products under the Nobel Biocare, Alpha-Bio Tec, Implant Direct, Nobel Procera, Ormco, Spark, Orascoptic, Damon, Insignia, AOA brands.
  • The Equipment & Consumables segment provides dental equipment and supplies, including digital imaging systems, software, and other visualization/magnification systems.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical instruments & supplies?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 56.63 FCF 5.86% Buyback 2.86%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 3.1% $275.6M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.1% $82.8M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $58.1M 2026-03-31
Tweedy, Browne Company 2.9% $36.5M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $22.2M Estimated from net added shares
Reduction amount $63.4M Estimated from net reduced shares
Net share change / base shares -8.3% -1,620,534 / 19,473,937
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 62.0% 13F value change +$27.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,414,500 Last 1 periods +876,634 (+62.0%) Total shares 2,291,134 Value $58.1M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -29.8% 13F value change -$18.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,645,560 Last 1 periods -1,383,664 (-29.8%) Total shares 3,261,896 Value $82.8M
Ariel Investments John Rogers 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -9.2% 13F value change +$15.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 11,970,544 Last 1 periods -1,106,952 (-9.2%) Total shares 10,863,592 Value $275.6M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -0.5% 13F value change +$5.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 1,443,333 Last 1 periods -6,552 (-0.5%) Total shares 1,436,781 Value $36.5M

Recent mentions

No public mentions.