ING Groep NV bought a new position in shares of Ingersoll Rand Inc. (NYSE:IR – Free Report) during the third quarter, HoldingsChannel.com reports. The institutional investor bought 5,857 shares of the industrial products company’s stock, valued at approximately $484,000.
Several other hedge funds have also added to or reduced their stakes in IR. Vanguard Group Inc. grew its holdings in Ingersoll Rand by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 47,128,533 shares of the industrial products company’s stock valued at $3,920,151,000 after buying an additional 859,062 shares in the last quarter. State Street Corp boosted its position in shares of Ingersoll Rand by 1.5% in the second quarter. State Street Corp now owns 16,514,718 shares of the industrial products company’s stock valued at $1,373,694,000 after acquiring an additional 239,779 shares during the period. Franklin Resources Inc. grew its stake in shares of Ingersoll Rand by 4.5% in the second quarter. Franklin Resources Inc. now owns 13,297,463 shares of the industrial products company’s stock valued at $1,106,083,000 after acquiring an additional 574,437 shares in the last quarter. Geode Capital Management LLC increased its position in Ingersoll Rand by 2.1% during the second quarter. Geode Capital Management LLC now owns 10,190,572 shares of the industrial products company’s stock worth $844,028,000 after acquiring an additional 211,316 shares during the period. Finally, Fisher Asset Management LLC raised its stake in Ingersoll Rand by 0.6% in the 2nd quarter. Fisher Asset Management LLC now owns 6,913,924 shares of the industrial products company’s stock worth $575,100,000 after purchasing an additional 38,999 shares in the last quarter. 95.27% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of research analysts have issued reports on the stock. Wells Fargo & Company increased their target price on shares of Ingersoll Rand from $87.00 to $92.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Zacks Research raised Ingersoll Rand from a “strong sell” rating to a “hold” rating in a research report on Friday, December 12th. Robert W. Baird dropped their price objective on Ingersoll Rand from $103.00 to $100.00 and set an “outperform” rating for the company in a report on Monday, November 3rd. Citigroup upped their target price on Ingersoll Rand from $94.00 to $98.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Finally, Stifel Nicolaus raised their price target on Ingersoll Rand from $81.00 to $87.00 and gave the stock a “hold” rating in a research report on Friday, January 23rd. Four analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, Ingersoll Rand has an average rating of “Hold” and a consensus price target of $92.13.
Ingersoll Rand Trading Up 4.5%
Shares of IR stock opened at $98.43 on Friday. Ingersoll Rand Inc. has a fifty-two week low of $65.61 and a fifty-two week high of $100.96. The stock’s fifty day moving average price is $85.80 and its two-hundred day moving average price is $81.42. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.51 and a current ratio of 2.16. The company has a market cap of $38.89 billion, a PE ratio of 67.88, a P/E/G ratio of 6.12 and a beta of 1.32.
Ingersoll Rand (NYSE:IR – Get Free Report) last announced its quarterly earnings data on Thursday, February 12th. The industrial products company reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.90 by $0.06. The business had revenue of $2.09 billion during the quarter, compared to the consensus estimate of $2.04 billion. Ingersoll Rand had a return on equity of 12.58% and a net margin of 7.60%.Ingersoll Rand’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.84 EPS. Ingersoll Rand has set its FY 2026 guidance at 3.450-3.570 EPS. Equities analysts predict that Ingersoll Rand Inc. will post 3.32 EPS for the current fiscal year.
Ingersoll Rand Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Wednesday, March 4th will be paid a $0.02 dividend. This represents a $0.08 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Wednesday, March 4th. Ingersoll Rand’s dividend payout ratio (DPR) is presently 5.52%.
More Ingersoll Rand News
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
Insider Activity at Ingersoll Rand
In other news, insider Vicente Reynal sold 440 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $100.00, for a total transaction of $44,000.00. Following the completion of the transaction, the insider directly owned 229,668 shares in the company, valued at approximately $22,966,800. This represents a 0.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Michael J. Scheske sold 1,477 shares of the firm’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $80.63, for a total value of $119,090.51. Following the sale, the chief accounting officer directly owned 12,153 shares in the company, valued at approximately $979,896.39. This trade represents a 10.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 292,917 shares of company stock worth $26,747,912 over the last ninety days. 0.59% of the stock is currently owned by insiders.
Ingersoll Rand Company Profile
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.
Featured Articles
- Five stocks we like better than Ingersoll Rand
- Your Bank Account Is No Longer Safe
- Nvidia CEO Issues Bold Tesla Call
- Buy this Gold Stock Before May 2026
- What a Former CIA Agent Knows About the Coming Collapse
- The day the gold market broke
Want to see what other hedge funds are holding IR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Ingersoll Rand Inc. (NYSE:IR – Free Report).
Receive News & Ratings for Ingersoll Rand Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Ingersoll Rand and related companies with MarketBeat.com's FREE daily email newsletter.
