EFOR

Everforth Inc

NYSE · CIK 0000890564

$21.02 +4.06% $865.1M

Insider Buying Cluster (13 insiders)23 New Institutional Positions14 Institutional Exits

Vol

Market Cap$865.1M

Cap SizeSmall Cap

Analyst ConsensusSell (8%)

Inst. Holders50 funds

Inst. Value$1.2B

Inst. Activity23 buys / 14 sells

Insider Activity15B / 0S

Insider Net $$1.9M

Reddit Sentiment40° Cool

SEC Reports5

Exchange NYSE·CIK 0000890564·Prev Close $20.20

Recent Activity

Apr 29, 2026 Insider

Dyer Joseph Wendell bought 1,112 shares

Director @ $22.47 ($25.0K)

Apr 28, 2026 Insider

Iyer Sadasivam bought 1,110 shares

President @ $22.67 ($25.2K)

Apr 28, 2026 Insider

Cunningham Rose bought 1,125 shares

Chief Accounting Officer @ $22.27 ($25.1K)

Apr 27, 2026 SEC

12 insiders at Everforth Inc collectively purchased $1.79M in open-market shares over a 7-day window, led by CEO Theodor

CLUSTER — Impact 5/10

Apr 27, 2026 SEC

Nine Everforth insiders, including the CEO and CFO, collectively purchased $1.73M in open-market stock over a week, foll

CLUSTER — Impact 6/10

Apr 27, 2026 SEC

10 insiders at Everforth (EFOR) collectively purchased $1.64M in open-market shares over the past week, including CEO Th

CLUSTER — Impact 5/10

Inst.

MORGAN STANLEY — ADD

696,426 shares ($27.0M)

Inst.

Allianz Asset Management GmbH — ADD

513,980 shares ($19.9M)

Price Targets

$29.33 +39.5% upside Strong Buy

Current $21.02 Low $17.00 Median $33.00 High $38.00 6 analysts

$17.00 $38.00

Analyst Ratings

Strong Sell8% buy · 12 analysts

1Strong Buy

0Buy

7Hold

2Sell

2Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 29, 2026	Jefferies	UPGRADE	Underperform → Hold
May 22, 2026	UBS	MAINTAIN	Sell → Sell
Apr 23, 2026	UBS	MAINTAIN	Sell → Sell
Apr 23, 2026	Wells Fargo	MAINTAIN	Equal-Weight → Equal-Weight
Apr 23, 2026	Truist Securities	DOWNGRADE	Buy → Hold

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.81 ▼ -1.1%	$0.75 — $0.88	-31% YoY	7
Next Q	$1.00 ▼ -6.8%	$0.64 — $1.15	-24% YoY	7
Current FY	$3.51 ▼ -3.0%	$3.10 — $3.75	-23% YoY	7
Next FY	$4.43 ▼ -2.8%	$3.50 — $4.82	26% YoY	7

Latest Reports

BULLISH CLUSTER 5/10

12 insiders at Everforth Inc collectively purchased $1.79M in open-market shares over a 7-day window, led by CEO Theodor

Apr 27, 2026

BULLISH CLUSTER 6/10

Nine Everforth insiders, including the CEO and CFO, collectively purchased $1.73M in open-market stock over a week, foll

Apr 27, 2026

Top Institutional Holders

Fund	Value	Move
BlackRock, Inc.	$258.2M	—
VANGUARD PORTFOLIO MANAGEMENT LLC	$127.1M	—
DIMENSIONAL FUND ADVISORS LP	$73.4M	—
Invesco Ltd.	$69.4M	ADD
VANGUARD CAPITAL MANAGEMENT LLC	$68.0M	—

Recent Insider Trades

Date	Insider	Type	Value
Apr 29, 2026	Dyer Joseph	BUY	$25.0K
Apr 28, 2026	Iyer Sadasivam	BUY	$25.2K
Apr 28, 2026	Cunningham Rose	BUY	$25.1K
Apr 27, 2026	Callaghan Brian	BUY	$103.8K
Apr 27, 2026	Lindstrom Carol	BUY	$4.8K

Reddit Sentiment

40°

Cool

Bearish Neutral Bullish

1 mentions 0 bullish 1 bearish

50 institutional holders with $1.2B total value (30,257,801 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 23 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BlackRock, Inc.	6,669,147	$258.2M	22.0%	—
2	VANGUARD PORTFOLIO MANAGEMENT LLC	3,283,646	$127.1M	10.9%	—
3	DIMENSIONAL FUND ADVISORS LP	1,895,123	$73.4M	6.3%	—
4	Invesco Ltd.	1,793,718	$69.4M	5.9%	ADD +71.4%
5	VANGUARD CAPITAL MANAGEMENT LLC	1,756,568	$68.0M	5.8%	—
6	STATE STREET CORP	1,742,709	$67.5M	5.8%	—
7	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	1,102,397	$42.7M	3.6%	—
8	BAMCO INC /NY/	1,060,800	$41.1M	3.5%	—
9	GOLDMAN SACHS GROUP INC	891,968	$34.5M	2.9%	—
10	SCHRODER INVESTMENT MANAGEMENT GROUP	887,692	$33.9M	2.9%	—
11	MORGAN STANLEY	696,426	$27.0M	2.3%	ADD +35.3%
12	FMR LLC	691,826	$26.8M	2.3%	TRIM -65.0%
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	686,129	$26.6M	2.3%	—
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	579,647	$22.4M	1.9%	—
15	D. E. Shaw & Co., Inc.	577,850	$22.4M	1.9%	ADD +77.1%
16	AMERIPRISE FINANCIAL INC	544,538	$21.1M	1.8%	—
17	Allianz Asset Management GmbH	513,980	$19.9M	1.7%	ADD +38.8%
18	Point72 Asset Management, L.P.	504,645	$19.5M	1.7%	NEW
19	FIL Ltd	466,000	$18.0M	1.5%	ADD +86.4%
20	BANK OF AMERICA CORP /DE/	364,063	$14.1M	1.2%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
MORGAN STANLEY	ADD	514,827	696,426	+35.3%	$27.0M	2026-Q1
Allianz Asset Management GmbH	ADD	370,182	513,980	+38.8%	$19.9M	2026-Q1
Point72 Asset Management, L.P.	NEW	—	504,645	—	$19.5M	2026-Q1
FIL Ltd	ADD	250,000	466,000	+86.4%	$18.0M	2026-Q1
SEI INVESTMENTS CO	ADD	166,306	266,309	+60.1%	$10.3M	2026-Q1
CONGRESS ASSET MANAGEMENT CO	ADD	88,901	125,326	+41.0%	$4.9M	2026-Q1
Russell Investments Group, Ltd.	ADD	62,934	120,871	+92.1%	$4.7M	2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC	TRIM	320,797	107,864	-66.4%	$4.2M	2026-Q1
Legal & General Group Plc	ADD	67,290	99,003	+47.1%	$3.8M	2026-Q1
RENAISSANCE TECHNOLOGIES LLC	NEAR_EXIT	310,494	66,294	-78.6%	$2.6M	2026-Q1
BALYASNY ASSET MANAGEMENT L.P.	TRIM	167,169	62,261	-62.8%	$2.4M	2026-Q1
MACKENZIE FINANCIAL CORP	ADD	29,462	48,639	+65.1%	$1.9M	2026-Q1
LAZARD ASSET MANAGEMENT LLC	ADD	31,047	40,190	+29.4%	$1.6M	2026-Q1
Mariner, LLC	DOUBLED	5,437	32,936	+505.8%	$1.3M	2026-Q1
Cerity Partners LLC	DOUBLED	6,828	30,594	+348.1%	$1.2M	2026-Q1
ENVESTNET ASSET MANAGEMENT INC	ADD	17,215	27,271	+58.4%	$1.1M	2026-Q1
Holocene Advisors, LP	TRIM	41,281	26,241	-36.4%	$1.0M	2026-Q1
Orion Porfolio Solutions, LLC	DOUBLED	12,295	25,717	+109.2%	$995.5K	2026-Q1
MetLife Investment Management, LLC	TRIM	43,940	22,748	-48.2%	$880.6K	2026-Q1
CWM, LLC	ADD	10,272	20,235	+97.0%	$783.3K	2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE	TRIM	41,198	19,251	-53.3%	$745.2K	2026-Q1
Assenagon Asset Management S.A.	TRIM	32,125	18,312	-43.0%	$708.9K	2026-Q1
State of Tennessee, Department of Treasury	ADD	12,125	18,060	+48.9%	$699.1K	2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	DOUBLED	10,360	25,551	+146.6%	$588.4K	2026-Q1
Mitsubishi UFJ Trust & Banking Corp	TRIM	21,553	10,564	-51.0%	$408.9K	2026-Q1

13 unique insiders with 15 transactions. Net insider value: $1.9M ($1.9M bought, $0.00 sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Apr 29, 2026	Dyer Joseph Wendell	Director	BUY	1,112	$22.47	$25.0K
Apr 28, 2026	Iyer Sadasivam	President	BUY	1,110	$22.67	$25.2K
Apr 28, 2026	Cunningham Rose	Chief Accounting Officer	BUY	1,125	$22.27	$25.1K
Apr 27, 2026	Callaghan Brian J.	Director	BUY	5,121	$20.27	$103.8K
Apr 27, 2026	Lindstrom Carol	Director	BUY	240	$20.15	$4.8K
Apr 27, 2026	Obermaier Patricia L	Director	BUY	2,500	$20.61	$51.5K
Apr 24, 2026	HOLMAN JONATHAN S	Director	BUY	2,000	$18.87	$37.7K
Apr 24, 2026	Frantz Mark A.	Director	BUY	3,800	$18.92	$71.9K
Apr 24, 2026	HAWTHORNE MARIA R	Director	BUY	5,136	$19.49	$100.1K
Apr 24, 2026	Iyer Sadasivam	President	BUY	1,200	$19.42	$23.3K
Apr 24, 2026	MATIN ARSHAD	Director	BUY	10,000	$19.35	$193.5K
Apr 24, 2026	Dyer Joseph Wendell	Director	BUY	2,684	$18.63	$50.0K
Apr 24, 2026	Painter Jennifer Hankes	SVP, Chief Legal Officer	BUY	2,500	$20.03	$50.1K
Apr 24, 2026	Hanson Theodore S.	Chief Executive Officer	BUY	51,965	$19.24	$999.8K
Apr 24, 2026	Perry Marie	EVP, Chief Financial Officer	BUY	5,350	$18.70	$100.0K

5 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 5.2/10.

BULLISH CLUSTER 5/10

12 insiders at Everforth Inc collectively purchased $1.79M in open-market shares over a 7-day window

Apr 27, 2026

BULLISH CLUSTER 6/10

Nine Everforth insiders, including the CEO and CFO, collectively purchased $1.73M in open-market sto

Apr 27, 2026

BULLISH CLUSTER 5/10

10 insiders at Everforth (EFOR) collectively purchased $1.64M in open-market shares over the past we

Apr 27, 2026

BULLISH CLUSTER 5/10

Nine EFOR insiders, including CEO Theodore Hanson ($1M) and President Sadasivam Iyer ($23K), purchas

Apr 27, 2026

MIXED CLUSTER 5/10

Two non-executive directors of Everforth Inc (EFOR) collectively purchased $294K in open-market stoc

Apr 27, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (8% buy). Based on 12 analysts: 1 strong buy, 0 buy, 7 hold, 2 sell, 2 strong sell.

Analyst Price Targets

$29.33 mean target +39.5% upside Strong Buy (3.00)

$17.00 Low $38.00 High

Metric	Value
Current Price	$21.02
Target Low	$17.00
Target Mean	$29.33
Target Median	$33.00
Target High	$38.00
# Analysts	6
Recommendation	Strong Buy (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.81	$0.75	$0.88	-30.6%	-1.1%	0↑ 2↓	$1.0B	-3.1%	7
Next Q 2026-09-30	$1.00	$0.64	$1.15	-23.5%	-6.8%	0↑ 2↓	$1.0B	-1.2%	7
Current FY 2026-12-31	$3.51	$3.10	$3.75	-22.9%	-3.0%	0↑ 2↓	$3.9B	-1.1%	7
Next FY 2027-12-31	$4.43	$3.50	$4.82	26.2%	-2.8%	0↑ 2↓	$4.0B	2.9%	7

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.812
7d ago	$0.812
30d ago	$0.821	-0.009
60d ago	$1.279	-0.467
90d ago	$1.279	-0.467

6 analyst firms have rated this stock: 1 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 29, 2026	Jefferies	UPGRADE	Underperform	Hold
May 22, 2026	UBS	MAINTAIN	Sell	Sell
Apr 23, 2026	UBS	MAINTAIN	Sell	Sell
Apr 23, 2026	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight
Apr 23, 2026	Truist Securities	DOWNGRADE	Buy	Hold
Apr 23, 2026	BMO Capital	DOWNGRADE	Outperform	Market Perform
Apr 23, 2026	Baird	MAINTAIN	Neutral	Neutral
Feb 5, 2026	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight
Jan 27, 2026	Truist Securities	MAINTAIN	Buy	Buy
Jan 21, 2026	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight
Jan 14, 2026	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	1	0	7	2	2	8%
May 1, 2026	1	0	6	2	3	8%
Apr 1, 2026	3	5	3	1	1	62%
Mar 1, 2026	3	5	3	1	1	62%
Feb 1, 2026	3	5	3	1	1	62%
Jan 1, 2026	3	5	3	1	1	62%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

40°

Cool

Bearish Neutral Bullish

1 mentions 0 bullish 1 bearish 1 time period

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Bearish	Threads
Apr 27, 2026	1	40° Cool	0	1	1

Recent Reddit Threads

r/wallstreetbets Bearish 1mo ago

$EFOR: Informed traders can show you how and when to double your money

▲ 1 💬 2 ⚡ 0.5

∅

No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.