Public Sector Pension Investment Board Acquires 4,666 Shares of Powell Industries, Inc. $POWL

Public Sector Pension Investment Board lifted its holdings in Powell Industries, Inc. (NASDAQ:POWL) by 14.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 36,734 shares of the industrial products company’s stock after acquiring an additional 4,666 shares during the quarter. Public Sector Pension Investment Board’s holdings in Powell Industries were worth $11,197,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Ashton Thomas Private Wealth LLC raised its stake in Powell Industries by 2.8% in the third quarter. Ashton Thomas Private Wealth LLC now owns 1,048 shares of the industrial products company’s stock worth $319,000 after buying an additional 29 shares in the last quarter. State of Wyoming increased its holdings in shares of Powell Industries by 18.5% in the 3rd quarter. State of Wyoming now owns 186 shares of the industrial products company’s stock valued at $57,000 after acquiring an additional 29 shares during the period. Arizona State Retirement System raised its position in shares of Powell Industries by 1.1% in the 3rd quarter. Arizona State Retirement System now owns 2,847 shares of the industrial products company’s stock worth $868,000 after acquiring an additional 30 shares in the last quarter. Advisors Asset Management Inc. lifted its stake in shares of Powell Industries by 3.6% during the 2nd quarter. Advisors Asset Management Inc. now owns 1,221 shares of the industrial products company’s stock worth $257,000 after purchasing an additional 42 shares during the last quarter. Finally, Amalgamated Bank boosted its position in Powell Industries by 1.8% during the third quarter. Amalgamated Bank now owns 2,724 shares of the industrial products company’s stock valued at $830,000 after purchasing an additional 49 shares in the last quarter. 89.77% of the stock is owned by hedge funds and other institutional investors.

Key Powell Industries News

Here are the key news stories impacting Powell Industries this week:

• Positive Sentiment: Powell reported a strong quarterly earnings beat (EPS $3.40 vs. $2.85 consensus) and solid profitability metrics (net margin ~16.8%, ROE ~30.6%), which supports longer‑term earnings expectations. Earnings and company page
• Positive Sentiment: The company raised its quarterly dividend (paid March 18; record Feb 18) — a modest yield but a sign of cash generation and shareholder returns. Dividend announcement
• Positive Sentiment: Large institutional buying has lifted long‑term ownership (several funds materially increased stakes), which can support the stock if institutions continue accumulating. Institutional holdings
• Neutral Sentiment: Analyst coverage is mixed-to-positive: a small number of buy and hold ratings with an average target below recent highs, leaving room for differing views on valuation. Analyst notes
• Neutral Sentiment: Technicals show the share price well above the 50‑ and 200‑day moving averages and near the 52‑week high, indicating momentum but also higher short‑term valuation. Price & technicals
• Negative Sentiment: Substantial insider selling this week: major shareholder Thomas W. Powell sold 10,285 (Feb 11), 14,911 (Feb 12) and 120 (Feb 13) shares — together with other insider sales the disclosures total roughly $15M+ of insider sales. Large, concentrated insider sales are likely the primary driver of today’s downward pressure. SEC filing: Insider sale filing
• Negative Sentiment: Other insider reductions include Treasurer David Eckenrode (295 shares sold) and director/executive Ping Ni (70 shares), reinforcing the net insider selling narrative. Coverage of these moves: InsiderTrades article and TipRanks coverage

Wall Street Analysts Forecast Growth

A number of brokerages have commented on POWL. Roth Mkm reiterated a “buy” rating and issued a $350.00 target price on shares of Powell Industries in a report on Wednesday, November 19th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Powell Industries in a research report on Monday, December 29th. Cantor Fitzgerald increased their target price on shares of Powell Industries from $427.00 to $481.00 and gave the company a “neutral” rating in a research report on Thursday, February 5th. Finally, Wall Street Zen upgraded shares of Powell Industries from a “hold” rating to a “buy” rating in a research note on Saturday. Two investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $415.50.

Powell Industries Stock Down 1.3%

POWL opened at $585.07 on Monday. The company has a market cap of $7.10 billion, a P/E ratio of 38.02, a price-to-earnings-growth ratio of 2.66 and a beta of 0.85. The firm’s 50-day moving average price is $406.30 and its 200-day moving average price is $340.36. Powell Industries, Inc. has a 52-week low of $146.02 and a 52-week high of $612.50.

Powell Industries (NASDAQ:POWL) last released its earnings results on Tuesday, February 3rd. The industrial products company reported $3.40 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.55. Powell Industries had a net margin of 16.82% and a return on equity of 30.64%. The company had revenue of $251.18 million during the quarter, compared to analysts’ expectations of $255.34 million. During the same period last year, the business earned $2.86 EPS. Powell Industries’s revenue for the quarter was up 4.1% on a year-over-year basis. On average, research analysts anticipate that Powell Industries, Inc. will post 13.71 EPS for the current fiscal year.

Powell Industries Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 18th will be issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.2%. This is a boost from Powell Industries’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Wednesday, February 18th. Powell Industries’s dividend payout ratio is presently 6.95%.

Insider Transactions at Powell Industries

In other news, insider Ping Ni sold 70 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $590.00, for a total value of $41,300.00. Following the completion of the transaction, the insider directly owned 2,023 shares in the company, valued at $1,193,570. This trade represents a 3.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP William Marshall Mauney, Jr. sold 3,000 shares of Powell Industries stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $331.73, for a total value of $995,190.00. Following the sale, the vice president directly owned 4,451 shares of the company’s stock, valued at $1,476,530.23. This trade represents a 40.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 28,681 shares of company stock valued at $16,331,445 in the last quarter. Insiders own 2.20% of the company’s stock.

About Powell Industries

Powell Industries, Inc is an industrial electrical engineering company specializing in the design, manufacture and integration of customized power control and distribution solutions. The firm’s offerings range from medium‐voltage switchgear and power control centers to bus duct, motor control centers and specialty transformers. Powell also provides automation systems, protective relaying, metering, supervisory control and data acquisition (SCADA) platforms, and turnkey engineering services to help clients manage critical power infrastructure.

Serving the oil and gas, petrochemical, refining, utility, mining and industrial sectors, Powell’s products are engineered to meet demanding performance, safety and reliability requirements.