ENVA
Enova International, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S May 18 to Jun 1 5 days of insider sells: $3.9M by 3 insiders, avg $162.36
- S Jun 16 to Jun 18 3 days of insider sells: $11.3M by 3 insiders, avg $199.19
- I Jun 30 3 funds open new positions (13F)
- S Jul 14 to Jul 15 2 days of insider sells: $6.6M by 1 insider, avg $231.49
- S Aug 25 to Aug 26 2 days of insider sells: $4.5M by 1 insider, avg $241.64
- S Sep 17 1 insider sell $3.7M at $178.24
- R Oct 22 Enova reported Q3 2026 revenue of $1.01B (+26% YoY) and GAAP diluted…
- E Oct 22 Earnings: ENVA Q3 2026 Earnings: EPS $4.48 (-0.6% vs est)
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $35.8M.
- InstitutionsMIXED
Q2 2026: 30 added (3 new), 22 trimmed or exited. Largest new: Driehaus Capital Management $46.9M, Swedbank Ab $26.2M.
- AnalystsBULLISH
11 of 12 rate it Buy or better.
- Short sellersSTEADY
Short interest −7.5% to 1.89M shares. 4.4 days to cover, ≈7.6% of shares.
- TrendDOWNTREND
18% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FMR LLC | ADD | $209.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | DOUBLED | $204.5M |
| JPMORGAN CHASE & CO | ADD | $69.5M |
| GOLDMAN SACHS GROUP INC | TRIM | $67.9M |
| Nuveen, LLC | ADD | $56.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | $54.8M |
| Amundi | ADD | $50.0M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | $46.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | TD Cowen MAINTAIN | Buy |
| Oct 23, 2026 | Citizens MAINTAIN | Market Outperform |
| Oct 23, 2026 | Stephens & Co. MAINTAIN | Overweight |
| Oct 7, 2026 | Jefferies MAINTAIN | Buy |
| Sep 17, 2026 | Stephens & Co. MAINTAIN | Overweight |
| Sep 15, 2026 | TD Cowen MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 17, 2026 | Fisher David Executive Chairman | EXERCISE | $430.1K |
| Sep 17, 2026 | Fisher David Executive Chairman | SELL | $3.7M |
| Aug 26, 2026 | Fisher David Executive Chairman | SELL | $2.2M |
| Aug 26, 2026 | Fisher David Executive Chairman | EXERCISE | $188.2K |
| Aug 25, 2026 | Fisher David Executive Chairman | EXERCISE | $196.7K |
| Aug 25, 2026 | Fisher David Executive Chairman | SELL | $2.3M |
| Aug 5, 2026 | Fisher David Executive Chairman | AWARD | 6,190 sh |
| Aug 5, 2026 | Chartier Kirk Chief Strategy Officer | AWARD | 2,095 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data — subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data — subscribers only | |||
| Next Q | 🔒 Fresh data — subscribers only | |||
| Current FY | 🔒 Fresh data — subscribers only | |||
| Next FY | 🔒 Fresh data — subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
20 filings · 1 bullish · 4 bearish · 3 mixed · 12 neutral- BEARISH 8-KOct 22, 2026
Enova reported Q3 2026 revenue of $1.01B (+26% YoY) and GAAP diluted EPS of $4.06 (+34% YoY), but…
The EPS and revenue miss vs consensus is the primary catalyst for a negative reaction. Monitor the upcoming Q4 2026 earnings for any guidance on 2027 outlook and the status of the Grasshopper Bank…
- BULLISH INST-CLUSTEROct 20, 2026
Three asset managers accumulated $5.5M net in Enova International during Q3 2026, led by Assenagon…
The cluster is small (under $20M total) but conviction is high — two managers made large percentage additions. With no passive/index funds involved, the signal reflects active manager conviction…
- BEARISH 8-KOct 16, 2026
Enova International and Grasshopper Bancorp mutually terminated their merger agreement, originally…
The mutual termination with a $4M cash payment to Grasshopper suggests neither side saw a viable path to close — likely regulatory or strategic hurdles. Monitor Enova's next earnings call for any…
- NEUTRAL 8-KOct 13, 2026
Enova's wholly-owned subsidiary NetCredit Receivables 2022, LLC amended its existing note issuance…
The amendment extends Enova's borrowing capacity and maturity profile on standard terms for a consumer lender. Monitor the company's upcoming 10-K for the full agreement and any changes in leverage…
All ENVA filing & press-release reports (22)
- 8-K reportOct 22, 2026
- INST-CLUSTER reportOct 20, 2026
- 8-K reportOct 16, 2026
- 8-K reportOct 13, 2026
- INST-CLUSTER reportOct 12, 2026
- 8-K reportSep 25, 2026
- 144 reportSep 17, 2026
- 8-K reportSep 14, 2026
- PRESS-RELEASE reportSep 14, 2026
- 144 reportAug 26, 2026
- 144 reportJul 14, 2026
- 8-K reportJun 26, 2026
- 144 reportJun 17, 2026
- 144 reportJun 16, 2026
- CLUSTER reportJun 3, 2026
- 144 reportJun 1, 2026
- 144 reportMay 29, 2026
- 144 reportMay 21, 2026
- 144 reportMay 18, 2026
- 144 reportMay 7, 2026
- 8-K reportApr 23, 2026
- DEFA14A reportApr 2, 2026