$OFIX

Orthofix Medical Inc. reported Q2 2026 earnings call updates, emphasizing a shift toward distributor quality and asset utilization. Management expects 2026 net sales and EBITDA guidance to rise by $7 million, citing $12 million Medicare reimbursement restoration and $15 million European distributor benefit, partly offset by weaker smaller spine distributors. Medicare bone stimulator reimbursement was restored retroactive to May 18, 2026.

Rewey Asset Management’s Q2 2026 “RAM Smid Composite” letter said the composite rose 20.06% in Q2 and 31.15% YTD. It highlighted Orthofix Medical Inc. (NASDAQ:OFIX), noting CMS reversed a May 21 reimbursement code change on July 1. OFIX closed at $11.02 on July 22, with a $441.8M market cap.

The Russell 2000 stayed near 3,000 with little movement, while seven small-cap stocks gained at least 28% in four sessions. The article cites July surges for Orthofix (OFIX) on CMS reimbursement reversal, REGENXBIO (RGNX) on FDA resubmission alignment and AbbVie milestone, Verastem (VSTM) on short-squeeze setup, ADC Therapeutics (ADCT) rebound, Sable Offshore (SOC) refinancing, Rapid7 (RPD) takeover speculation, and Crinetics (CRNX) surge toward an offer price.

Biotech gainers: Innovative Eyewear (LUCY) rose 63% after preliminary Q2 2026 net sales of ~$0.99M (+71% YoY) and new retail orders; Seer (SEER) jumped 35% on an unsolicited $2.45/share cash takeover proposal plus contingent value rights; Orthofix (OFIX) and Enovis (ENOV) gained 16%/15% after CMS withdrew reimbursement changes for non-invasive bone growth stimulators.

Orthofix Medical shares rose 15.3% after the company said CMS reversed earlier Medicare billing/fee-schedule changes for non-invasive bone growth stimulators, restoring reimbursement to prior levels. CMS issued revised guidance July 1, 2026, withdrawing modifications tied to HCPCS codes. The stock moved from near $8.85 toward $11.46; insiders sold about $2.7M over three months.

Orthofix Medical Inc. (OFIX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. 8-K 0000884624 false 0000884624 2026-06-11 2026-06-11 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11,

Juniper Investment Company, LLC sold 242,000 indirectly-held shares of Orthofix Medical Inc. (OFIX) at $10.70 ($2.59M total) on 2026-05-22.

Orthofix Medical Inc. director John B. Henneman III recently purchased 5,000 shares of common stock at a price of $12.259 per share in an open-market transaction. Following this purchase, his direct holdings in the company now stand at 90,809 shares, which includes previously reported deferred stock units and shares acquired through the company's Stock Purchase Plan. This transaction is categorized as a net buy, with a total value of $61,295.

Funds associated with Engine Capital have purchased 184,896 shares of Orthofix Medical (NASDAQ: OFIX) through open-market transactions between May 5 and May 7, 2026. These shares were acquired at prices ranging from $11.99 to $12.23 per share, indicating a positive sentiment and a net buy of approximately $2.23 million. The filing details multiple Engine Capital entities involved and clarifies their indirect beneficial ownership in the medical device company.

Engine Capital Management, LP increased its stake in Orthofix Medical (NASDAQ:OFIX) by purchasing 124,797 shares on February 24th and an additional 13,061 shares on February 25th, bringing its total ownership to 3,663,133 shares valued at approximately $46 million. This acquisition increased their holding by 3.53%. The company recently reported an earnings miss with an EPS of -$0.06 against an expected $0.44, and analysts forecast an average "Hold" rating for the stock with a target price of $18.25.