Abc Arbitrage 13F: New $7.3M Stake in Varex Imaging (VREX)

Abc Arbitrage initiated a brand-new stake in Varex Imaging Corporation VREX, purchasing 396,901 shares valued at approximately $7.32 million. The fund disclosed the investment in a Form 13F filed with the Securities and Exchange Commission on October 23, 2026.

VREX Varex Imaging Corporation

$18.42 ▲ +58.11% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Abc Arbitrage's Varex Imaging Position

Abc Arbitrage opened its position in Varex Imaging during the period, moving from zero shares to holding 396,901 shares by the end of the reported timeframe. The newly established stake carried a reported value of $7,322,823.

Other Institutional Activity in Varex Imaging

Pzena Investment Management LLC grew its holdings by 352,118 shares, ending with 4,344,381 shares worth about $80,023,498. Allspring Global Investments Holdings, LLC reduced its stake by 363,193 shares, leaving it with 2,283,986 shares valued at roughly $42,071,022. Neuberger Berman Group, LLC grew its holdings by 157,653 shares, ending with 2,082,597 shares worth about $38,361,436. LSV Asset Management grew its holdings by 107,841 shares, ending with 1,869,944 shares worth about $34,444,368. Rice, Hall, James & Associates LLC grew its holdings by 171,075 shares, ending with 1,445,853 shares worth about $26,632,612.

Varex Imaging Corporation Stock Holds Steady

Varex Imaging stock recently traded around $18.42 as of October 24, 2026. That puts the shares roughly 1.1% below their 52-week high of $18.63 and well above their 52-week low of $9.09. The price sits slightly below its 50-day moving average of $18.47 while remaining above its 200-day moving average of $13.44. The company carries a market capitalization of roughly $781.75 million and a P/E ratio of 34.74.

Recent Earnings

Varex Imaging generated $865.0 million in trailing-twelve-month revenue. The medical device maker posted a trailing-twelve-month earnings per share of $0.53, alongside a year-over-year revenue growth rate of 3.7%. The company's next earnings report is scheduled for November 17, 2026.

Insider Buying and Selling at Varex Imaging Corporation

Karen L Aranki sold 3,174 shares on September 19, 2025, at an average price of $12.34 for a total value of $39,167. Jay K. Kunkel sold 4,510 shares on March 20, 2026, at an average price of $11.14 for a total value of $50,241. Shubham Maheshwari sold 130,000 shares on September 11, 2026, at an average price of $18.46 for a total value of $2,400,060. Jay K. Kunkel sold 8,121 shares on September 14, 2026, at an average price of $18.48 for a total value of $150,076.

Analysts Set New Price Targets

Sidoti & Co. downgraded the stock to a Neutral rating with a $19.00 price target on August 10, 2026. Oppenheimer downgraded the stock to a Perform rating on August 11, 2026. CJS Securities downgraded the stock to a Market Perform rating on August 17, 2026. The stock carries a consensus target price of $18.90 across two analyst opinions.

About Varex Imaging

Varex Imaging Corporation designs, manufactures, and sells X-ray imaging components. Operating through Medical and Industrial segments, the Salt Lake City-based company provides vital hardware used in medical diagnostic equipment and industrial inspection systems.

Bottom Line

Abc Arbitrage's new position adds to the institutional activity surrounding Varex Imaging. Investors will look toward the upcoming earnings report on November 17, 2026, for further details on financial performance.