Capstone Investment Advisors LLC Takes Position in Whirlpool Corporation $WHR

Capstone Investment Advisors LLC acquired a new stake in shares of Whirlpool Corporation (NYSE:WHR) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 32,318 shares of the company’s stock, valued at approximately $1,274,000.

Other hedge funds also recently bought and sold shares of the company. EverSource Wealth Advisors LLC grew its position in Whirlpool by 129.2% during the second quarter. EverSource Wealth Advisors LLC now owns 369 shares of the company’s stock valued at $37,000 after acquiring an additional 208 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Whirlpool by 172.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 389 shares of the company’s stock worth $28,000 after acquiring an additional 246 shares during the last quarter. Garton & Associates Financial Advisors LLC purchased a new stake in shares of Whirlpool in the 4th quarter valued at $35,000. SBI Securities Co. Ltd. grew its holdings in shares of Whirlpool by 113.4% during the 4th quarter. SBI Securities Co. Ltd. now owns 527 shares of the company’s stock valued at $38,000 after purchasing an additional 280 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd grew its holdings in shares of Whirlpool by 1,444.4% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 556 shares of the company’s stock valued at $44,000 after purchasing an additional 520 shares during the last quarter. Institutional investors own 90.78% of the company’s stock.

Whirlpool Trading Down 0.6%

Shares of WHR opened at $39.89 on Friday. The stock has a market capitalization of $2.60 billion, a P/E ratio of 13.66, a PEG ratio of 17.84 and a beta of 1.16. The company has a quick ratio of 0.71, a current ratio of 1.15 and a debt-to-equity ratio of 1.74. The firm has a fifty day simple moving average of $39.37 and a two-hundred day simple moving average of $49.89. Whirlpool Corporation has a twelve month low of $35.45 and a twelve month high of $96.57.

Whirlpool (NYSE:WHR) last announced its quarterly earnings results on Monday, August 3rd. The company reported ($0.21) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.15). The firm had revenue of $3.52 billion during the quarter, compared to the consensus estimate of $3.55 billion. Whirlpool had a return on equity of 4.18% and a net margin of 1.17%.Whirlpool’s revenue was down 6.8% on a year-over-year basis. During the same period last year, the business earned $1.34 EPS. Whirlpool has set its FY 2026 guidance at 2.500-3.000 EPS. On average, research analysts anticipate that Whirlpool Corporation will post 2.25 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts have weighed in on WHR shares. Bank of America lowered their price target on shares of Whirlpool from $43.00 to $36.00 and set an “underperform” rating for the company in a research note on Monday, June 22nd. Citigroup reaffirmed a “neutral” rating on shares of Whirlpool in a research note on Thursday, August 6th. Stifel Nicolaus lowered their target price on Whirlpool from $45.00 to $37.00 and set a “hold” rating for the company in a research note on Thursday, July 23rd. Royal Bank Of Canada increased their target price on Whirlpool from $30.00 to $32.00 and gave the company an “underperform” rating in a report on Wednesday, August 5th. Finally, Zacks Research upgraded Whirlpool from a “strong sell” rating to a “hold” rating in a research report on Thursday, August 6th. One research analyst has rated the stock with a Buy rating, eight have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Reduce” and a consensus target price of $46.33.

Whirlpool Company Profile

Whirlpool Corporation is a leading global manufacturer and marketer of home appliances, with a product portfolio that spans major categories such as laundry, refrigeration, cooking, dishwashing and small electrics. Headquartered in Benton Harbor, Michigan, the company designs, produces and distributes its appliances through a network of wholly owned manufacturing facilities, joint ventures and third-party partners. Whirlpool serves both retail and professional markets, offering products under its flagship Whirlpool brand as well as several well-known names including Maytag, KitchenAid, JennAir, Amana, Brastemp and Consul.

In its laundry segment, Whirlpool provides top- and front-load washing machines, dryers and combination units designed to balance energy efficiency, capacity and convenience.