Q3 Earnings Estimate for Powell Industries Issued By Sidoti

Powell Industries, Inc. (NASDAQ:POWL) – Research analysts at Sidoti raised their Q3 2026 earnings per share estimates for Powell Industries in a note issued to investors on Tuesday, March 24th. Sidoti analyst J. Franzreb now forecasts that the industrial products company will post earnings per share of $4.47 for the quarter, up from their prior estimate of $4.00. The consensus estimate for Powell Industries’ current full-year earnings is $13.71 per share. Sidoti also issued estimates for Powell Industries’ FY2026 earnings at $17.17 EPS, Q2 2027 earnings at $4.56 EPS, Q3 2027 earnings at $4.89 EPS, Q4 2027 earnings at $5.49 EPS and FY2027 earnings at $18.66 EPS.

Powell Industries (NASDAQ:POWL) last released its earnings results on Tuesday, February 3rd. The industrial products company reported $3.40 EPS for the quarter, beating the consensus estimate of $2.85 by $0.55. Powell Industries had a return on equity of 30.64% and a net margin of 16.82%.The firm had revenue of $251.18 million for the quarter, compared to analysts’ expectations of $255.34 million. During the same quarter in the previous year, the business posted $2.86 EPS. The business’s quarterly revenue was up 4.1% compared to the same quarter last year.

POWL has been the subject of several other research reports. Wall Street Zen cut shares of Powell Industries from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Cantor Fitzgerald lifted their price target on shares of Powell Industries from $427.00 to $481.00 and gave the company a “neutral” rating in a research note on Thursday, February 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Powell Industries in a research report on Monday, December 29th. Finally, Glj Research assumed coverage on shares of Powell Industries in a research note on Thursday, March 5th. They set a “hold” rating and a $450.00 price objective for the company. Two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $427.00.

Powell Industries Stock Up 4.3%

Shares of POWL opened at $584.56 on Thursday. Powell Industries has a twelve month low of $152.89 and a twelve month high of $612.50. The stock has a market capitalization of $7.10 billion, a P/E ratio of 37.98, a P/E/G ratio of 2.51 and a beta of 0.82. The company has a 50 day moving average of $509.31 and a 200-day moving average of $393.81.

Powell Industries’s stock is set to split on Monday, April 6th. The 3-1 split was recently announced. The newly issued shares will be distributed to shareholders after the closing bell on Sunday, April 5th.

Institutional Investors Weigh In On Powell Industries

A number of institutional investors and hedge funds have recently modified their holdings of POWL. Greenline Wealth Management LLC acquired a new stake in Powell Industries in the 4th quarter valued at about $29,000. Avanza Fonder AB acquired a new position in Powell Industries during the fourth quarter worth approximately $30,000. Elevation Point Wealth Partners LLC bought a new stake in Powell Industries in the second quarter valued at approximately $33,000. State of Wyoming bought a new stake in Powell Industries in the second quarter valued at approximately $33,000. Finally, Steward Partners Investment Advisory LLC lifted its position in shares of Powell Industries by 126.0% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 113 shares of the industrial products company’s stock valued at $36,000 after buying an additional 63 shares during the last quarter. 89.77% of the stock is owned by institutional investors.

Insider Activity

In other Powell Industries news, CEO Brett Alan Cope sold 1,480 shares of the stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $504.80, for a total value of $747,104.00. Following the completion of the sale, the chief executive officer owned 169,291 shares in the company, valued at $85,458,096.80. This trade represents a 0.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, major shareholder Thomas W. Powell sold 49,778 shares of Powell Industries stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $502.23, for a total transaction of $25,000,004.94. Following the completion of the transaction, the insider directly owned 598,694 shares of the company’s stock, valued at approximately $300,682,087.62. This trade represents a 7.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 78,416 shares of company stock valued at $41,912,270 over the last three months. Corporate insiders own 2.20% of the company’s stock.

Powell Industries Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 18th were issued a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Wednesday, February 18th. This is a boost from Powell Industries’s previous quarterly dividend of $0.27. Powell Industries’s payout ratio is currently 7.02%.

Powell Industries News Summary

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

• Positive Sentiment: Sidoti raised near-term EPS forecasts: the firm’s analyst J. Franzreb lifted Q2 2026 to $4.06 (from $3.70), Q4 2026 to $5.25 (from $4.87) and Q1 2027 to $3.73 (from $3.46). These upgrades suggest stronger-than-expected profit momentum vs. prior forecasts and help justify the stock’s rerating.
• Positive Sentiment: Corporate actions supporting liquidity: Powell will implement a 3-for-1 stock split effective April 6, which can increase retail liquidity and attract more attention from investors ahead of the distribution date.
• Positive Sentiment: Dividend and cash returns: the company recently paid a quarterly dividend (annualized $1.08) with a very low payout ratio (~7%), indicating room to maintain or grow payouts without pressuring cash flow — a constructive signal for income-focused holders.
• Neutral Sentiment: Analyst coverage and price targets are mixed: recent reports include Cantor Fitzgerald raising its target to $481 (neutral), GLJ Research initiating coverage at “hold” ($450), Weiss Ratings reiterating a buy. Consensus still implies upside but analyst views vary.
• Neutral Sentiment: Heavy institutional ownership and recent buying: several institutions have materially increased positions (Kovitz, Northwestern Mutual, Vanguard, First Trust). High institutional ownership (≈90%) reduces float but can both stabilize and concentrate price moves.
• Neutral Sentiment: Media/coverage: retail and financial sites are pitching Powell as a “hidden gem,” which can drive interest but doesn’t change fundamentals by itself. Fool: Powell Industries: A Hidden Gem in the Stock Market?
• Negative Sentiment: Material insider sale: major shareholder Thomas W. Powell sold 49,778 shares for about $25.0M (avg $502.23) on March 19, reducing his stake by ~7.7%. Insider selling at scale can weigh on sentiment even if the insider retains a large position. InsiderTrades: Major Shareholder Sells $25M
• Neutral Sentiment: Short-interest reporting anomalies: several headlines flagged a “large increase” in short interest in March, but the published figures show zeros/NaN and appear erroneous — treat short-interest signals as unreliable until corrected.

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.