Enova International (NYSE:ENVA) Chairman David Fisher Sells 9,573 Shares

January 29, 2026 by InsiderTrades.com

Key Points

Chairman David Fisher sold 9,573 shares on Jan. 26 at an average price of $157.81 for about $1.51M, trimming his stake by ~2.68% to 348,223 shares; he also sold 15,000 shares in December and 6,000 in November.
Q4 beat and upbeat guidance: Enova reported adjusted EPS of $3.46 (vs. $3.17 est.) and revenue of $1.34B (vs. $838.6M est.), with originations +32%, and management is targeting ~15% origination growth and at least 20% EPS growth for 2026.
Capital return and analyst support: The board authorized a $400M share repurchase (up to 12.5% of shares) and multiple analysts have raised or reaffirmed buy/outperform ratings, leaving a consensus "Moderate Buy" target near $164.

Enova International, Inc. (NYSE:ENVA - Get Free Report) Chairman David Fisher sold 9,573 shares of the firm's stock in a transaction on Monday, January 26th. The stock was sold at an average price of $157.81, for a total value of $1,510,715.13. Following the completion of the transaction, the chairman owned 348,223 shares in the company, valued at approximately $54,953,071.63. This trade represents a 2.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

David Fisher also recently made the following trade(s):

On Tuesday, December 16th, David Fisher sold 15,000 shares of Enova International stock. The stock was sold at an average price of $160.24, for a total transaction of $2,403,600.00.
On Friday, November 21st, David Fisher sold 6,000 shares of Enova International stock. The stock was sold at an average price of $124.25, for a total transaction of $745,500.00.

Enova International Trading Up 0.8%

NYSE:ENVA opened at $158.98 on Thursday. Enova International, Inc. has a one year low of $79.41 and a one year high of $168.68. The business has a fifty day moving average price of $151.80 and a 200-day moving average price of $128.10. The firm has a market capitalization of $4.47 billion, a price-to-earnings ratio of 14.61 and a beta of 1.27. The company has a debt-to-equity ratio of 3.20, a current ratio of 19.29 and a quick ratio of 19.29.

Enova International (NYSE:ENVA - Get Free Report) last released its earnings results on Tuesday, January 27th. The credit services provider reported $3.46 earnings per share for the quarter, beating the consensus estimate of $3.17 by $0.29. The company had revenue of $1.34 billion for the quarter, compared to the consensus estimate of $838.59 million. Enova International had a return on equity of 25.82% and a net margin of 9.78%.Enova International's quarterly revenue was up 15.0% compared to the same quarter last year. During the same period in the previous year, the business earned $2.61 earnings per share. Sell-side analysts forecast that Enova International, Inc. will post 10.31 EPS for the current year.

Enova International announced that its Board of Directors has initiated a share buyback program on Wednesday, November 12th that permits the company to repurchase $400.00 million in shares. This repurchase authorization permits the credit services provider to repurchase up to 12.5% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company's board of directors believes its stock is undervalued.

Trending Headlines about Enova International

Here are the key news stories impacting Enova International this week:

Positive Sentiment: Q4 results beat expectations: adjusted EPS $3.46 vs. consensus ~ $3.17, revenue $1.34B (+15% YoY) and originations +32%; management highlighted solid credit metrics (net charge-off 8.3%, net revenue margin ~60%, 30+ day delinquency improved to 6.7%) and $35M of share repurchases in the quarter. Enova Reports Fourth Quarter and Full Year 2025 Results
Positive Sentiment: Management set an optimistic 2026 outlook — targeting ~15% origination growth and at least 20% EPS growth; the company also noted progress on the Grasshopper acquisition, signaling inorganic growth opportunities. Enova expects 15 percent origination growth and at least 20 percent EPS growth in 2026 as
Positive Sentiment: Analyst support increased: Citizens/JMP raised its price target (~$180→$182, market outperform) and BTIG reaffirmed a buy with a $199 target — analyst upgrades and higher targets amplify upside expectations. Citizens Jmp price target raise
Neutral Sentiment: Wider coverage and analysis pieces (earnings call transcripts and sector write-ups) provide more context for investors assessing credit trends and Enova’s machine‑learning advantage. Use these to digest management commentary and model revisions. Enova Q4 2025 earnings call transcript Discover how Enova International fits within evolving credit services
Negative Sentiment: Insider sale: Chairman David Fisher sold 9,573 shares (~$1.51M) on Jan. 26, reducing his holding by ~2.7% — a modest dilution of insider ownership that some investors view as a near-term negative signal. David Fisher insider sale

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. JMP Securities upped their target price on shares of Enova International from $135.00 to $149.00 and gave the stock a "market outperform" rating in a report on Friday, October 24th. Citigroup reaffirmed an "outperform" rating on shares of Enova International in a research note on Wednesday. Citizens Jmp lifted their target price on Enova International from $180.00 to $182.00 and gave the company a "market outperform" rating in a research note on Wednesday. Weiss Ratings reissued a "buy (b-)" rating on shares of Enova International in a report on Thursday, January 22nd. Finally, BTIG Research restated a "buy" rating and issued a $199.00 price target on shares of Enova International in a research note on Wednesday. Eight investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Enova International presently has a consensus rating of "Moderate Buy" and a consensus target price of $164.00.

Read Our Latest Stock Analysis on ENVA

Institutional Trading of Enova International

Several hedge funds have recently modified their holdings of the company. Farther Finance Advisors LLC grew its holdings in shares of Enova International by 26.9% in the fourth quarter. Farther Finance Advisors LLC now owns 302 shares of the credit services provider's stock valued at $47,000 after purchasing an additional 64 shares in the last quarter. Harbor Capital Advisors Inc. grew its stake in shares of Enova International by 43.4% in the 4th quarter. Harbor Capital Advisors Inc. now owns 23,774 shares of the credit services provider's stock worth $3,737,000 after buying an additional 7,200 shares in the last quarter. FNY Investment Advisers LLC purchased a new position in shares of Enova International in the 4th quarter worth $31,000. Kendall Capital Management increased its holdings in shares of Enova International by 3.9% in the 4th quarter. Kendall Capital Management now owns 5,625 shares of the credit services provider's stock worth $884,000 after buying an additional 210 shares during the last quarter. Finally, SG Americas Securities LLC raised its position in shares of Enova International by 2,933.1% during the 4th quarter. SG Americas Securities LLC now owns 138,975 shares of the credit services provider's stock valued at $21,847,000 after buying an additional 134,393 shares in the last quarter. 89.43% of the stock is owned by hedge funds and other institutional investors.

Enova International Company Profile

(Get Free Report)

Enova International, Inc (NYSE: ENVA) is a Chicago-based financial services company specializing in online lending solutions. Since its founding in 2004, Enova has leveraged proprietary data analytics and technology platforms to underwrite and deliver short-term consumer loans, lines of credit and installment loans. Through its flagship consumer brand NetCredit, Enova provides flexible credit options designed to serve a wide range of borrowers, including those with limited or non-traditional credit histories.

In addition to its U.S.