Enova (ENVA) Stock Price Accelerated Following Acquisition Announcement

6 days ago 4

Soumya Eswaran

Thu, January 29, 2026 astatine 7:57 AM CST 3 min read

Blue Tower Asset Management, an plus absorption company, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy delivered its champion results truthful acold successful 2025, outperforming the marketplace connected some an implicit and comparative basis. In Q4 2025, the Blue Tower Global Value strategy delivered 13.15% nett (13.46% gross), bringing the 2025 returns to 53.11% (54.75% gross). Enova and Georgia Capital (CGEO) were the starring show contributors successful Q4 and 2025, with Enova gaining 64% and CGEO gaining 178% successful 2025. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Blue Tower Asset Management highlighted Enova International, Inc. (NYSE:ENVA) arsenic its starring contributor. Enova International, Inc. (NYSE:ENVA) is simply a exertion and analytics company. Enova International, Inc. (NYSE:ENVA) shares traded betwixt $79.41 and $168.68 implicit the past 52 weeks. On January 28, 2026, Enova International, Inc. (NYSE:ENVA) banal closed astatine $159.26 per share. One-month instrumentality of Enova International, Inc. (NYSE:ENVA) was 1.31%, and its shares mislaid 33.58% of their worth implicit the past 3 months. Enova International, Inc. (NYSE:ENVA) has a marketplace capitalization of astir $3.94 billion.

Blue Tower Asset Management stated the pursuing regarding Enova International, Inc. (NYSE:ENVA) successful its 4th fourth 2025 capitalist letter:

"In Q4 2025, the 2 biggest contributors to show were Enova International, Inc. (NYSE:ENVA) and Georgia Capital (London:CGEO). These 2 companies were besides liable for the bulk of our 2025 gains with Enova gaining 64%. Enova continued increasing organically successful 2025. Year-over-year originations grew by 22% successful Q3 2025. They person added caller retail and concern borrowers and their underwriting algorithms are continuously updated. Machine learning models are retrained often (in immoderate cases daily), and these models thrust their underwriting decisions (85% of which are wholly automated). Their models materially amended repayment predictability versus bureau scores alone. And astir importantly, the accusation successful their lawsuit databases continues to accumulate, which is the substance for their data-driven underwriting process.