Gemmer Asset Management 13F: New $1.1M Stake in ENVA

Gemmer Asset Management disclosed on October 16, 2026, that it has taken a new position in Enova International, Inc. (NYSE: ENVA). The fund acquired 6,452 shares valued at about $1,078,182. This marks a new entry for Gemmer as it didn't hold shares prior to this filing.

What Changed in Gemmer Asset Management's Enova Position

Gemmer Asset Management's new buy adds 6,452 shares to its portfolio in Enova International, showing its interest in the financial services sector. The value of this stake is approximately $1,078,182, representing a brand-new position for the fund.

Other Institutional Activity in Enova

In recent months, several other institutional investors have made moves in Enova. Blackrock Inc. grew its holdings by 104,355 shares, bringing its total to 4,164,846 shares worth about $740.9 million. State Street Corporation increased its position by 49,892 shares, totaling 1,014,929 shares valued at $180.5 million. Invesco Ltd. also added 53,023 shares, resulting in a total of 941,183 shares worth about $167.4 million.

Enova International, Inc. Stock Up 0.1%

As of October 16, 2026, Enova's shares recently traded around $177.76. This price is below its 50-day moving average of $210.76 and about 33.5% off its 52-week high of $267.45. The stock has shown resilience, trading above its 52-week low of $107.15, reflecting a 65.9% increase from that level.

Recent Earnings

Enova International reported trailing twelve-month revenue of approximately $1.69 billion and an earnings per share (EPS) of $13.47. The company is set to announce its next earnings on October 22, 2026.

Insider Buying and Selling at Enova International, Inc.

In recent transactions, Director Mark A. Tebbe sold 20,000 shares on June 18, 2026, for a total value of about $4.03 million at an average price of $201.37. Also, Officer and Director David J.D. Fisher sold 28,500 shares on July 15, 2026, valued at about $6.60 million.

Analysts Set New Price Targets

On October 7, 2026, Jefferies maintained a buy rating on Enova with a price target of $275. Earlier, TD Cowen also maintained a buy rating with targets of $257 and $220 in July and September respectively, showing a consistent positive outlook.

About Enova International

Enova International, Inc. is a technology and analytics company that provides online financial services primarily in the United States and Brazil. With a focus on credit services, the company aims to leverage technology to enhance customer access to financial products.

Bottom Line

Looking ahead, investors will want to watch for Enova's upcoming earnings report on October 22, 2026. The recent 13F filing from Gemmer Asset Management reflects their holdings as of the reporting period and may not represent the investor's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.