Brokers Offer Predictions for Illinois Tool Works Inc.’s Q2 2025 Earnings (NYSE:ITW)

Illinois Tool Works Inc. (NYSE:ITW) – Stock analysts at Zacks Research cut their Q2 2025 earnings per share (EPS) estimates for shares of Illinois Tool Works in a research report issued to clients and investors on Thursday, April 25th. Zacks Research analyst A. Bhattacharjee now forecasts that the industrial products company will earn $2.66 per share for the quarter, down from their previous forecast of $2.67. The consensus estimate for Illinois Tool Works’ current full-year earnings is $10.13 per share. Zacks Research also issued estimates for Illinois Tool Works’ Q4 2025 earnings at $2.72 EPS.

Illinois Tool Works (NYSE:ITW) last announced its earnings results on Thursday, February 1st. The industrial products company reported $2.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.41 by $0.01. Illinois Tool Works had a return on equity of 96.60% and a net margin of 18.36%. The firm had revenue of $3.98 billion during the quarter, compared to analyst estimates of $4.01 billion. During the same quarter in the prior year, the company earned $2.34 EPS. The business’s revenue was up .3% compared to the same quarter last year.

Other analysts also recently issued reports about the company. Wells Fargo & Company downgraded Illinois Tool Works from an “equal weight” rating to an “underweight” rating and cut their target price for the company from $277.00 to $240.00 in a research note on Tuesday, February 6th. Citigroup raised their price target on Illinois Tool Works from $258.00 to $269.00 and gave the company a “neutral” rating in a report on Monday, April 8th. Truist Financial started coverage on Illinois Tool Works in a report on Thursday, March 14th. They issued a “buy” rating and a $301.00 target price on the stock. Stifel Nicolaus lifted their price target on Illinois Tool Works from $258.00 to $259.00 and gave the stock a “hold” rating in a research report on Wednesday, April 17th. Finally, Bank of America lowered Illinois Tool Works from a “neutral” rating to an “underperform” rating and dropped their target price for the company from $260.00 to $235.00 in a research report on Wednesday, January 10th. Four analysts have rated the stock with a sell rating, three have given a hold rating and three have assigned a buy rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $257.00.

Illinois Tool Works Stock Up 0.3 %

Shares of Illinois Tool Works stock traded up $0.70 during midday trading on Friday, hitting $248.86. The company had a trading volume of 80,704 shares, compared to its average volume of 1,230,602. The company has a debt-to-equity ratio of 2.10, a quick ratio of 0.97 and a current ratio of 1.33. The stock has a market capitalization of $74.34 billion, a P/E ratio of 25.46, a P/E/G ratio of 3.70 and a beta of 1.13. The company has a 50 day moving average of $260.16 and a 200 day moving average of $251.28. Illinois Tool Works has a 52-week low of $217.06 and a 52-week high of $271.15.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Norges Bank acquired a new stake in shares of Illinois Tool Works in the fourth quarter valued at approximately $818,408,000. Vanguard Group Inc. grew its stake in shares of Illinois Tool Works by 5.0% in the 3rd quarter. Vanguard Group Inc. now owns 26,205,082 shares of the industrial products company’s stock worth $6,035,292,000 after purchasing an additional 1,238,239 shares during the last quarter. Alecta Tjanstepension Omsesidigt increased its position in shares of Illinois Tool Works by 150.0% in the fourth quarter. Alecta Tjanstepension Omsesidigt now owns 1,125,000 shares of the industrial products company’s stock worth $294,671,000 after acquiring an additional 675,000 shares in the last quarter. Corient Private Wealth LLC boosted its holdings in shares of Illinois Tool Works by 122.7% during the fourth quarter. Corient Private Wealth LLC now owns 629,636 shares of the industrial products company’s stock worth $164,927,000 after purchasing an additional 346,919 shares during the period. Finally, International Assets Investment Management LLC lifted its stake in Illinois Tool Works by 23,183.6% in the fourth quarter. International Assets Investment Management LLC now owns 315,260 shares of the industrial products company’s stock valued at $82,579,000 after acquiring an additional 313,906 shares during the last quarter. 79.77% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Sharon Szafranski sold 801 shares of the stock in a transaction dated Monday, February 12th. The shares were sold at an average price of $256.42, for a total transaction of $205,392.42. Following the sale, the executive vice president now directly owns 5,870 shares of the company’s stock, valued at approximately $1,505,185.40. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. In related news, EVP Sharon Szafranski sold 801 shares of Illinois Tool Works stock in a transaction that occurred on Monday, February 12th. The shares were sold at an average price of $256.42, for a total value of $205,392.42. Following the completion of the sale, the executive vice president now owns 5,870 shares in the company, valued at approximately $1,505,185.40. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman Ernest Scott Santi sold 50,000 shares of Illinois Tool Works stock in a transaction on Tuesday, February 6th. The stock was sold at an average price of $254.44, for a total transaction of $12,722,000.00. Following the sale, the chairman now directly owns 221,015 shares of the company’s stock, valued at $56,235,056.60. The disclosure for this sale can be found here. Insiders have sold 189,471 shares of company stock valued at $48,712,316 over the last ninety days. 0.88% of the stock is currently owned by insiders.

Illinois Tool Works Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 11th. Stockholders of record on Friday, March 29th were given a dividend of $1.40 per share. This represents a $5.60 dividend on an annualized basis and a dividend yield of 2.25%. The ex-dividend date was Wednesday, March 27th. Illinois Tool Works’s payout ratio is presently 57.49%.

Illinois Tool Works Company Profile

Illinois Tool Works Inc manufactures and sells industrial products and equipment in the United States and internationally. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products.