Xcel Wealth Management LLC Has $736,000 Position in Whirlpool Corporation $WHR

Xcel Wealth Management LLC trimmed its holdings in shares of Whirlpool Corporation (NYSE:WHR) by 52.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,646 shares of the company’s stock after selling 15,333 shares during the quarter. Xcel Wealth Management LLC’s holdings in Whirlpool were worth $736,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of WHR. SG Americas Securities LLC raised its position in shares of Whirlpool by 96.0% during the fourth quarter. SG Americas Securities LLC now owns 101,907 shares of the company’s stock worth $7,352,000 after acquiring an additional 49,903 shares during the last quarter. Causeway Capital Management LLC boosted its position in Whirlpool by 42.3% during the third quarter. Causeway Capital Management LLC now owns 617,039 shares of the company’s stock valued at $48,499,000 after acquiring an additional 183,496 shares during the last quarter. M&T Bank Corp raised its position in shares of Whirlpool by 973.9% in the 4th quarter. M&T Bank Corp now owns 29,962 shares of the company’s stock worth $2,161,000 after acquiring an additional 27,172 shares in the last quarter. Russell Investments Group Ltd. boosted its position in shares of Whirlpool by 34.0% during the 3rd quarter. Russell Investments Group Ltd. now owns 401,640 shares of the company’s stock valued at $31,569,000 after purchasing an additional 101,962 shares in the last quarter. Finally, Quantbot Technologies LP grew its stake in Whirlpool by 160.8% during the third quarter. Quantbot Technologies LP now owns 116,633 shares of the company’s stock worth $9,167,000 after purchasing an additional 71,909 shares during the period. 90.78% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on WHR shares. Zacks Research lowered Whirlpool from a “hold” rating to a “strong sell” rating in a research note on Tuesday, March 10th. Weiss Ratings lowered shares of Whirlpool from a “hold (c-)” rating to a “sell (d)” rating in a research note on Friday, May 8th. JPMorgan Chase & Co. cut their target price on shares of Whirlpool from $59.00 to $52.00 and set a “neutral” rating on the stock in a research note on Monday, May 11th. BNP Paribas Exane raised shares of Whirlpool to a “neutral” rating in a research note on Monday, March 16th. Finally, Stifel Nicolaus set a $55.00 target price on Whirlpool in a research note on Monday, May 4th. Two equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Reduce” and an average target price of $67.11.

Whirlpool Stock Performance

Shares of WHR stock opened at $37.73 on Friday. The company has a current ratio of 0.88, a quick ratio of 0.48 and a debt-to-equity ratio of 1.48. The firm has a fifty day simple moving average of $45.17 and a two-hundred day simple moving average of $62.54. Whirlpool Corporation has a 12 month low of $36.06 and a 12 month high of $111.96. The firm has a market capitalization of $2.45 billion, a PE ratio of 12.83, a price-to-earnings-growth ratio of 21.88 and a beta of 1.15.

Whirlpool (NYSE:WHR) last released its quarterly earnings data on Wednesday, May 6th. The company reported ($0.56) earnings per share for the quarter, missing analysts’ consensus estimates of $0.43 by ($0.99). The business had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.44 billion. Whirlpool had a net margin of 1.08% and a return on equity of 7.68%. The firm’s quarterly revenue was down 9.6% on a year-over-year basis. During the same period last year, the business posted $1.70 earnings per share. Whirlpool has set its FY 2026 guidance at 3.000-3.500 EPS. Analysts forecast that Whirlpool Corporation will post 1.73 EPS for the current fiscal year.

Whirlpool 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.