Rtw Investments 13F: Adds $5.7M to ESTA Stake

RTW Investments has boosted its stake in Establishment Labs Holdings Inc. (NasdaqCM: ESTA) by 66,864 shares. This brings its total holdings to 2,655,695 shares, valued at approximately $218.1 million, as per the latest Form 13F filing with the SEC. This move reflects a 2.6% increase in their position as of the reporting period.

What Changed in RTW Investments' Establishment Labs Position

RTW Investments increased its holdings in Establishment Labs from 2,588,831 shares to 2,655,695 shares, adding 66,864 shares. This represents a 2.6% increase in their stake, now valued at about $218.1 million based on the company's stock price at the time of the filing.

Other Institutional Activity in Establishment Labs

In addition to RTW Investments, other institutional investors made moves in Establishment Labs. JW Asset Management, LLC maintained its position with 3,061,694 shares worth $173.8 million. Brown Advisory Inc reduced its holdings by 467,426 shares, ending with 1,526,872 shares valued at $86.7 million. Conversely, Tyro Capital Management LLC increased its position by 73,853 shares, holding a total of 1,151,309 shares worth about $65.4 million. Findell Capital Management LLC decreased its stake by 132,713 shares, now holding 997,747 shares valued at $56.7 million.

Establishment Labs Holdings Inc. Stock Up 23.8%

Shares of Establishment Labs, trading under the ticker ESTA on NasdaqCM, are currently priced around $82.14. The company has a market capitalization of approximately $2.42 billion and a forward P/E ratio of 1095.2, reflecting high growth expectations. The stock has seen a 52-week low of $33.35 and a high of $86.00. It has a 50-day moving average of $69.01 and a 200-day moving average of $62.46. The company maintains a current ratio of 2.96 and a quick ratio of 1.75, with a debt-to-equity ratio of 1785.54.

Recent Earnings

Establishment Labs reported revenues of $229.6 million, showing a growth rate of 44.7%. However, the company posted a net margin of -19.1% and a return on equity of -164.0%, indicating challenges in profitability. The next earnings release is scheduled for May 6, 2026.

Insider Buying and Selling at Establishment Labs Holdings Inc.

Recent insider transactions at Establishment Labs include sales by JW Asset Management, LLC, which sold 65,100 shares at an average price of $72.89 on May 28, 2026. Additionally, Bryan Slotkin, Nicholas Sheridan Lewin, and Ann Custin each bought 2,354 shares on May 22, 2026.

Analysts Set New Price Targets

On May 7, 2026, BTIG maintained its "buy" rating on Establishment Labs, setting a price target of $90.00. The consensus among analysts is a "strong buy," with an average target price of $90.11 based on 9 analysts' opinions.

About Establishment Labs

Establishment Labs Holdings Inc. is a medical technology company specializing in medical devices for breast aesthetic and reconstructive plastic surgeries. Based in Austin, Texas, and led by CEO Mr. Fillipo Peter Caldini, the company markets its products, including silicone gel-filled breast implants under the Motiva Implants brand, across Europe, the Middle East, Africa, Latin America, Asia, and the United States. It employs around 1,004 people and sells through distributors and direct sales.

Bottom Line

RTW Investments' increased stake in Establishment Labs suggests confidence in the company's prospects. However, it's important to note that 13F filings are backward-looking and may not reflect current positions. Investors will be watching the company's next earnings report for further insights into its financial health and growth trajectory.