Ingersoll Rand (NYSE:IR) Issues FY 2026 Earnings Guidance

Ingersoll Rand (NYSE:IR) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 3.450-3.570 for the period, compared to the consensus earnings per share estimate of 3.510. The company issued revenue guidance of $7.8 billion-$8.0 billion, compared to the consensus revenue estimate of $7.8 billion.

Analyst Ratings Changes

A number of analysts have commented on IR shares. Citigroup lifted their price objective on shares of Ingersoll Rand from $94.00 to $98.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ingersoll Rand in a research report on Monday, December 29th. Robert W. Baird cut their target price on Ingersoll Rand from $103.00 to $100.00 and set an “outperform” rating on the stock in a research note on Monday, November 3rd. Stifel Nicolaus increased their price target on Ingersoll Rand from $81.00 to $87.00 and gave the company a “hold” rating in a research report on Friday, January 23rd. Finally, Wells Fargo & Company boosted their price objective on Ingersoll Rand from $87.00 to $92.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Four equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $92.13.

Ingersoll Rand Price Performance

NYSE:IR traded up $4.22 during trading hours on Friday, hitting $98.43. 6,975,441 shares of the company’s stock traded hands, compared to its average volume of 5,232,175. The business’s fifty day simple moving average is $85.80 and its two-hundred day simple moving average is $81.46. Ingersoll Rand has a 52 week low of $65.61 and a 52 week high of $100.96. The firm has a market cap of $38.89 billion, a P/E ratio of 67.88, a P/E/G ratio of 5.85 and a beta of 1.32. The company has a quick ratio of 1.51, a current ratio of 2.16 and a debt-to-equity ratio of 0.47.

Ingersoll Rand (NYSE:IR) last posted its quarterly earnings results on Thursday, February 12th. The industrial products company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.90 by $0.06. Ingersoll Rand had a return on equity of 12.58% and a net margin of 7.60%.The business had revenue of $2.09 billion for the quarter, compared to analyst estimates of $2.04 billion. During the same period last year, the company earned $0.84 EPS. Ingersoll Rand’s revenue for the quarter was up 10.1% compared to the same quarter last year. Ingersoll Rand has set its FY 2026 guidance at 3.450-3.570 EPS. On average, research analysts anticipate that Ingersoll Rand will post 3.32 earnings per share for the current fiscal year.

Ingersoll Rand Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Wednesday, March 4th will be issued a $0.02 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.08 dividend on an annualized basis and a yield of 0.1%. Ingersoll Rand’s dividend payout ratio is 5.52%.

Insider Activity at Ingersoll Rand

In related news, CAO Michael J. Scheske sold 1,477 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $80.63, for a total transaction of $119,090.51. Following the sale, the chief accounting officer directly owned 12,153 shares of the company’s stock, valued at $979,896.39. This trade represents a 10.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Vicente Reynal sold 191,000 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $88.12, for a total value of $16,830,920.00. Following the completion of the transaction, the insider directly owned 193,186 shares of the company’s stock, valued at approximately $17,023,550.32. This trade represents a 49.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 292,917 shares of company stock valued at $26,747,912 over the last quarter. Company insiders own 0.59% of the company’s stock.

Key Stories Impacting Ingersoll Rand

Here are the key news stories impacting Ingersoll Rand this week:

• Positive Sentiment: Q4 beat on revenue and EPS — Ingersoll Rand reported stronger-than-expected Q4 sales (revenue up ~10% YoY to ~$2.09B) and beat EPS expectations, which is the primary driver behind the rally. Ingersoll Rand Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Recurring revenue + M&A emphasis — Management reiterated a strategic push toward higher recurring revenue and active M&A to drive predictable growth, which supports multiple expansion narratives. Ingersoll Rand outlines 2026 revenue growth target
• Positive Sentiment: 2026 guidance broadly in line / constructive — The company gave FY2026 EPS guidance (~3.45–3.57) and revenue targets that are roughly in line with Street expectations, reducing near-term uncertainty about forward results. Zacks: Q4 Earnings & Revenues Top Estimates
• Neutral Sentiment: Market reaction / volume spike — News outlets note strong intraday buying and elevated volume as investors reposition into the beat and strategic messaging. This is a market reaction rather than new fundamental change. Why is IR stock rocketing higher today?
• Neutral Sentiment: Earnings call / transcript available — Management commentary (investor call and transcript) provides detail on backlog, pricing, and where margin pressure is expected to moderate; useful for modeling but not new info beyond the quarter. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Margin and cash-flow pressures — Coverage highlights margin pressure, higher cost of sales and a year-over-year decline in operating cash flow that investors will watch (could limit near-term free-cash-flow upside). IR Q4 Deep Dive: Recurring Revenue and M&A Drive Growth Amid Margin Pressures
• Negative Sentiment: Notable insider selling — Recent public filings show insider sales (no purchases reported in the referenced period), which some investors view as a near-term negative signal. QuiverQuant: Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: Small dividend announced — The board declared a quarterly dividend (small yield) that’s unlikely to change the investment thesis materially but is supportive for income-focused holders. Dividend disclosed in Q4 release

Institutional Trading of Ingersoll Rand

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Osterweis Capital Management Inc. grew its holdings in Ingersoll Rand by 6,210.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 631 shares of the industrial products company’s stock valued at $52,000 after buying an additional 621 shares in the last quarter. Geneos Wealth Management Inc. grew its holdings in shares of Ingersoll Rand by 50.0% in the second quarter. Geneos Wealth Management Inc. now owns 1,038 shares of the industrial products company’s stock valued at $86,000 after purchasing an additional 346 shares in the last quarter. MUFG Securities EMEA plc purchased a new stake in Ingersoll Rand during the second quarter valued at $99,000. Parkside Financial Bank & Trust lifted its position in Ingersoll Rand by 14.6% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,450 shares of the industrial products company’s stock valued at $115,000 after purchasing an additional 185 shares during the last quarter. Finally, Los Angeles Capital Management LLC bought a new stake in shares of Ingersoll Rand in the 4th quarter worth about $140,000. Hedge funds and other institutional investors own 95.27% of the company’s stock.

About Ingersoll Rand

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.