Trillium Asset Management LLC Makes New Investment in IPG Photonics Corporation $IPGP

Trillium Asset Management LLC acquired a new stake in IPG Photonics Corporation (NASDAQ:IPGP) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 33,562 shares of the semiconductor company’s stock, valued at approximately $3,938,000. Trillium Asset Management LLC owned about 0.08% of IPG Photonics at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of IPGP. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of IPG Photonics by 20.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,024 shares of the semiconductor company’s stock worth $2,541,000 after buying an additional 6,741 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of IPG Photonics by 0.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 87,469 shares of the semiconductor company’s stock worth $5,523,000 after buying an additional 744 shares during the period. Jane Street Group LLC grew its stake in IPG Photonics by 79.4% in the 1st quarter. Jane Street Group LLC now owns 122,105 shares of the semiconductor company’s stock valued at $7,710,000 after buying an additional 54,026 shares during the last quarter. Prudential Financial Inc. acquired a new position in IPG Photonics in the 2nd quarter valued at about $205,000. Finally, Invesco Ltd. raised its holdings in IPG Photonics by 0.3% in the 2nd quarter. Invesco Ltd. now owns 105,525 shares of the semiconductor company’s stock valued at $7,244,000 after acquiring an additional 272 shares during the period. 93.79% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on IPGP shares. Citigroup cut their price objective on shares of IPG Photonics from $150.00 to $137.00 and set a “buy” rating for the company in a research report on Tuesday, August 11th. Zacks Research lowered IPG Photonics from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 4th. Wall Street Zen cut IPG Photonics from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Roth Capital restated a “buy” rating and issued a $151.00 price target on shares of IPG Photonics in a research note on Tuesday, May 19th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a research note on Wednesday, June 24th. Five investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, IPG Photonics has an average rating of “Moderate Buy” and an average target price of $142.60.

Insider Buying and Selling at IPG Photonics

In other IPG Photonics news, major shareholder Fibre Devices Ltd Ip sold 18,111 shares of the firm’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $96.12, for a total transaction of $1,740,829.32. Following the transaction, the insider owned 6,405,989 shares in the company, valued at $615,743,662.68. This trade represents a 0.28% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Eugene A. Scherbakov sold 1,524 shares of IPG Photonics stock in a transaction on Friday, July 31st. The shares were sold at an average price of $86.61, for a total value of $131,993.64. Following the completion of the transaction, the director directly owned 48,210 shares of the company’s stock, valued at $4,175,468.10. This represents a 3.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 183,888 shares of company stock valued at $18,254,751 in the last three months. Corporate insiders own 37.50% of the company’s stock.

IPG Photonics Stock Performance

NASDAQ:IPGP opened at $74.43 on Friday. IPG Photonics Corporation has a 52 week low of $71.38 and a 52 week high of $155.82. The firm’s 50-day simple moving average is $99.17 and its 200 day simple moving average is $111.56. The firm has a market cap of $3.17 billion, a price-to-earnings ratio of 114.51, a P/E/G ratio of 2.07 and a beta of 0.96.

IPG Photonics (NASDAQ:IPGP) last posted its quarterly earnings data on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.37 by $0.21. IPG Photonics had a net margin of 2.58% and a return on equity of 3.39%. The firm had revenue of $278.58 million during the quarter, compared to the consensus estimate of $279.98 million. During the same quarter in the previous year, the firm posted $0.16 EPS. The business’s revenue for the quarter was up 11.1% compared to the same quarter last year. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. Sell-side analysts anticipate that IPG Photonics Corporation will post 1.78 EPS for the current year.

IPG Photonics Profile

IPG Photonics Corporation is a global leader in the design and manufacture of high-performance fiber lasers and amplifiers used in industrial, medical, scientific, and telecommunications applications. The company’s core products include ytterbium and erbium fiber lasers, diode lasers, and fiber amplifiers that deliver high power and efficiency for precision cutting, welding, marking, and engraving. IPG’s systems are engineered to optimize process speed, reliability, and energy consumption, making them a preferred choice for advanced manufacturing environments.

In addition to stand-alone laser sources, IPG offers turnkey laser systems and integrated solutions tailored to sectors such as automotive, electronics, aerospace, additive manufacturing, and life sciences.