Insider Trading January 22, 2026

Orthofix CFO Executes $70K Stock Sale Amid Mixed Q3 Financial Results

Julie Andrews sells shares to meet tax obligations as company reports earnings shortfall despite revenue beat

By Avery Klein OFIX
Orthofix CFO Executes $70K Stock Sale Amid Mixed Q3 Financial Results
OFIX

Julie Andrews, CFO of Orthofix Medical Inc., has recently sold nearly 4,900 shares of the company’s stock valued at over $70,000 to cover tax obligations linked to restricted stock units. The transaction was mandated by the Compensation and Talent Development Committee with no personal discretion from Andrews. Concurrently, Orthofix reported its third-quarter financial results for 2025, showing earnings per share that fell short of expectations by a significant margin, though revenues exceeded forecasts. The juxtaposition of earnings miss and revenue beat presents a complex picture for the medical device company’s near-term financial health.

Key Points

  • Orthofix CFO Julie Andrews sold 4,873 shares at $14.38 each to satisfy tax withholding on vested restricted stock units.
  • The sale was mandated by the company’s Compensation and Talent Development Committee with no discretionary element for Andrews.
  • Orthofix’s Q3 2025 earnings per share missed analyst estimates significantly (-$0.57 actual vs. -$0.33 expected) while revenue surpassed expectations ($203.4 million actual vs. $200.26 million forecasted).

Orthofix Medical Inc. (NASDAQ:OFIX) witnessed a notable insider transaction as its Chief Financial Officer, Julie Andrews, divested 4,873 shares of the company's stock on January 16, 2026. Priced at $14.38 per share, the sale generated proceeds totaling $70,073. This move adjusted Andrews' total direct holding to 58,039 shares, which notably includes 45,590 restricted stock units.

The stock disposition was executed explicitly to fulfill tax withholding requirements connected to the vesting of restricted stock units. Importantly, this sale was not at Andrews' discretion but was compelled by a directive from the Compensation and Talent Development Committee of Orthofix’s Board of Directors, highlighting that the transaction was a procedural compliance measure rather than a strategic portfolio decision.

In parallel to this insider activity, Orthofix disclosed its financial performance for the third quarter of 2025. The company registered earnings per share (EPS) of negative $0.57, a substantial deviation from analyst projections of a negative $0.33 per share. This shortfall constitutes a negative surprise of approximately 72.73%, which may raise concerns among investors analyzing profitability trends.

Conversely, Orthofix surpassed revenue expectations during the same period, reporting sales of $203.4 million compared to the forecasted $200.26 million. This revenue outperformance underscores demand resilience and operational execution, although the disparity with earnings results highlights underlying challenges that warrant attention.

These financial outcomes reflect the dual pressures Orthofix faces, balancing revenue growth against earnings efficiency. Such mixed results emphasize the nuanced nature of the company's recent fiscal trajectory and set the stage for close scrutiny in upcoming reporting periods.

Risks

  • Significant earnings per share miss in Q3 2025 signals potential struggles in profitability that could affect investor sentiment and stock performance.
  • The juxtaposition of revenue growth with declining earnings suggests operational efficiency challenges or increased expenses that may impact future margins.
  • Mandatory insider stock sales, even if procedural, can sometimes be perceived negatively or indicate liquidity needs, adding to market uncertainty.

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