Bank Julius Baer & Co. Ltd Zurich lessened its holdings in Ingersoll Rand Inc. (NYSE:IR – Free Report) by 83.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,680 shares of the industrial products company’s stock after selling 135,943 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich’s holdings in Ingersoll Rand were worth $2,146,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also recently bought and sold shares of the company. Torren Management LLC bought a new position in Ingersoll Rand in the 4th quarter valued at $32,000. Salomon & Ludwin LLC grew its stake in Ingersoll Rand by 166.9% in the 4th quarter. Salomon & Ludwin LLC now owns 427 shares of the industrial products company’s stock valued at $35,000 after purchasing an additional 267 shares during the period. Grey Fox Wealth Advisors LLC bought a new position in shares of Ingersoll Rand during the 3rd quarter worth $36,000. Westside Investment Management Inc. grew its stake in shares of Ingersoll Rand by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 464 shares of the industrial products company’s stock worth $39,000 after acquiring an additional 232 shares during the period. Finally, ANTIPODES PARTNERS Ltd grew its stake in shares of Ingersoll Rand by 55.3% during the 3rd quarter. ANTIPODES PARTNERS Ltd now owns 486 shares of the industrial products company’s stock worth $40,000 after acquiring an additional 173 shares during the period. Institutional investors own 95.27% of the company’s stock.
Insiders Place Their Bets
In other Ingersoll Rand news, insider Elizabeth Meloy Hepding sold 18,246 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $97.11, for a total value of $1,771,869.06. Following the completion of the transaction, the insider owned 16,200 shares in the company, valued at $1,573,182. This trade represents a 52.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Vicente Reynal sold 118,044 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $94.11, for a total value of $11,109,120.84. Following the completion of the transaction, the insider owned 209,534 shares of the company’s stock, valued at approximately $19,719,244.74. This represents a 36.04% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 267,953 shares of company stock worth $25,422,232 over the last quarter. Insiders own 0.49% of the company’s stock.
Key Stories Impacting Ingersoll Rand
- Negative Sentiment: Zacks Research trimmed Ingersoll Rand’s near-term earnings estimates, including Q2 2026 to $0.79 from $0.82, Q3 2026 to $0.87 from $0.88, and Q4 2026 to $0.96 from $0.97, suggesting a bit less earnings momentum in the current year.
- Negative Sentiment: The firm also lowered forward EPS forecasts for Q1 2027 to $0.75 from $0.77, Q2 2027 to $0.87 from $0.90, Q3 2027 to $0.94 from $0.96, and Q4 2027 to $1.05 from $1.06, reinforcing cautious expectations for the next fiscal cycle.
- Negative Sentiment: Longer-term estimates were also cut, with FY2026 reduced to $3.37 from $3.38, FY2027 to $3.63 from $3.69, FY2028 to $4.03 from $4.13, and Q1 2028 to $0.87 from $0.88, which may add to valuation concerns for a stock already trading well below its recent highs.
- Neutral Sentiment: Despite the downgrades, Zacks’ estimates still imply steady growth over time, and the current full-year consensus remains at $3.38 per share, close to prior projections.
- Positive Sentiment: A separate article highlighted Weitz Large Cap Equity Fund backing Ingersoll Rand on its earnings setup, indicating that some investors still see upside in the company’s longer-term fundamentals. Article Title
Ingersoll Rand Stock Down 2.0%
IR stock opened at $70.36 on Friday. Ingersoll Rand Inc. has a fifty-two week low of $70.23 and a fifty-two week high of $100.96. The stock has a fifty day moving average of $81.49 and a 200-day moving average of $83.44. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.59 and a current ratio of 2.23. The company has a market capitalization of $27.53 billion, a price-to-earnings ratio of 47.54, a PEG ratio of 4.54 and a beta of 1.25.
Ingersoll Rand (NYSE:IR – Get Free Report) last issued its earnings results on Tuesday, April 28th. The industrial products company reported $0.77 EPS for the quarter, topping the consensus estimate of $0.74 by $0.03. Ingersoll Rand had a return on equity of 12.79% and a net margin of 7.54%.The business had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $1.83 billion. During the same quarter last year, the company earned $0.72 EPS. The firm’s revenue was up 7.6% compared to the same quarter last year. Ingersoll Rand has set its FY 2026 guidance at 3.450-3.570 EPS. As a group, equities research analysts predict that Ingersoll Rand Inc. will post 3.37 earnings per share for the current year.
Ingersoll Rand Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 14th will be paid a $0.02 dividend. The ex-dividend date is Thursday, May 14th. This represents a $0.08 annualized dividend and a yield of 0.1%. Ingersoll Rand’s dividend payout ratio (DPR) is currently 5.41%.
Wall Street Analysts Forecast Growth
Several research firms have recently weighed in on IR. Citigroup cut their price target on Ingersoll Rand from $113.00 to $109.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Robert W. Baird set a $103.00 price target on Ingersoll Rand in a research note on Thursday, April 30th. Evercore set a $84.00 price target on Ingersoll Rand in a research note on Monday. Wells Fargo & Company cut their price target on Ingersoll Rand from $90.00 to $88.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Ingersoll Rand in a research note on Friday, March 27th. Four analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $93.38.
Ingersoll Rand Profile
Ingersoll Rand is a diversified industrial company that designs, manufactures and services a wide range of equipment and technologies for commercial, industrial and OEM customers. Its product portfolio includes air compressors and compressed air systems, pneumatic and cordless power tools, material handling and lifting equipment, fluid transfer and pumping solutions, and associated aftermarket parts and service offerings. The company’s products support applications across manufacturing, construction, transportation, oil and gas, mining and general industrial markets.
Ingersoll Rand sells through a combination of direct sales, distributor networks and service channels, delivering both capital equipment and recurring aftermarket revenue from parts, maintenance and service contracts.
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