Wealth Enhancement Advisory Services LLC Sells 13,837 Shares of Terex Corporation $TEX

Wealth Enhancement Advisory Services LLC lessened its stake in shares of Terex Corporation (NYSE:TEX) by 1.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 951,598 shares of the industrial products company’s stock after selling 13,837 shares during the quarter. Wealth Enhancement Advisory Services LLC owned about 1.45% of Terex worth $55,883,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in TEX. JPMorgan Chase & Co. lifted its position in shares of Terex by 68.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 704,844 shares of the industrial products company’s stock valued at $32,909,000 after acquiring an additional 285,186 shares during the period. Ballast Asset Management LP raised its stake in Terex by 57.0% during the third quarter. Ballast Asset Management LP now owns 85,795 shares of the industrial products company’s stock worth $4,401,000 after acquiring an additional 31,145 shares in the last quarter. Retirement Systems of Alabama lifted its holdings in shares of Terex by 48.4% in the third quarter. Retirement Systems of Alabama now owns 119,014 shares of the industrial products company’s stock worth $6,105,000 after acquiring an additional 38,836 shares during the last quarter. Citigroup Inc. lifted its holdings in shares of Terex by 253.8% in the third quarter. Citigroup Inc. now owns 259,094 shares of the industrial products company’s stock worth $13,292,000 after acquiring an additional 185,863 shares during the last quarter. Finally, Minneapolis Portfolio Management Group LLC boosted its stake in shares of Terex by 42.6% in the 3rd quarter. Minneapolis Portfolio Management Group LLC now owns 647,289 shares of the industrial products company’s stock valued at $33,206,000 after purchasing an additional 193,260 shares in the last quarter. 92.88% of the stock is currently owned by institutional investors.

Key Terex News

Here are the key news stories impacting Terex this week:

• Positive Sentiment: KeyCorp raised its medium‑term outlook — the firm now models FY2027 EPS of $5.44 and FY2028 EPS of $6.33, above the current consensus (~$4.83). Those higher multi‑year projections support a more bullish growth trajectory and could justify higher valuation multiples if sustained.
• Neutral Sentiment: KeyCorp’s quarterly 2026 schedule: Q1 $0.84, Q2 $1.37, Q3 $1.35 and Q4 $1.24 — which sum to roughly $4.80 for 2026 (near the consensus ~$4.83). This implies KeyCorp views near‑term quarterly results as largely in line with peers, so near‑term earnings risk appears limited.
• Neutral Sentiment: Market context piece compares Terex’s Q4 results and positioning vs. other heavy‑machinery names; useful for gauging relative strength and investor rotation within the group. Winners And Losers Of Q4: Terex Vs Peers
• Negative Sentiment: Zacks Research slightly cut its Q4 2027 EPS forecast from $1.57 to $1.56 and continues to carry a “Strong Sell” rating on TEX. Even a small downgrade combined with a pessimistic rating can amplify selling pressure, especially given the stock’s recent weakness below the 50‑day moving average.

Insiders Place Their Bets

In other Terex news, insider Kieran Hegarty sold 11,980 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $69.24, for a total value of $829,495.20. Following the transaction, the insider directly owned 173,495 shares of the company’s stock, valued at approximately $12,012,793.80. The trade was a 6.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 1.90% of the company’s stock.

Wall Street Analysts Forecast Growth

TEX has been the topic of a number of research reports. Zacks Research cut shares of Terex from a “hold” rating to a “strong sell” rating in a research note on Tuesday, February 17th. JPMorgan Chase & Co. initiated coverage on Terex in a research note on Wednesday, March 4th. They issued a “neutral” rating and a $76.00 price target for the company. Wells Fargo & Company raised their price objective on Terex from $56.00 to $70.00 and gave the company an “equal weight” rating in a report on Friday, February 13th. Weiss Ratings restated a “hold (c)” rating on shares of Terex in a research report on Wednesday, January 21st. Finally, Truist Financial increased their target price on Terex from $72.00 to $82.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Seven equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Terex currently has an average rating of “Moderate Buy” and an average target price of $72.90.

Terex Stock Performance

NYSE:TEX opened at $57.11 on Monday. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.36 and a current ratio of 2.30. Terex Corporation has a fifty-two week low of $31.53 and a fifty-two week high of $71.50. The company has a 50 day simple moving average of $63.06 and a two-hundred day simple moving average of $55.47. The company has a market capitalization of $6.49 billion, a PE ratio of 17.15, a P/E/G ratio of 1.16 and a beta of 1.62.

Terex (NYSE:TEX) last posted its quarterly earnings data on Wednesday, February 11th. The industrial products company reported $1.12 EPS for the quarter, meeting analysts’ consensus estimates of $1.12. The company had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.30 billion. Terex had a net margin of 4.08% and a return on equity of 16.51%. The company’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the firm posted $0.77 EPS. Terex has set its FY 2026 guidance at 4.500-5.00 EPS. Research analysts anticipate that Terex Corporation will post 4.83 earnings per share for the current year.

Terex Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were paid a dividend of $0.17 per share. The ex-dividend date of this dividend was Friday, March 6th. This represents a $0.68 annualized dividend and a yield of 1.2%. Terex’s dividend payout ratio (DPR) is currently 20.42%.

Terex Profile

Terex Corporation is a global manufacturer of lifting and material-handling plant and equipment, serving a range of industries that includes construction, infrastructure, energy, manufacturing and shipping logistics. Its product portfolio encompasses aerial work platforms, rough terrain and tower cranes, port and cargo handling equipment, material processing machinery and utility products. These offerings are marketed under well-known brands such as Genie®, Terex® AWP, Terex® Cranes, Demag®, and Powerscreen®, and are designed to meet diverse application requirements from building sites to industrial facilities and ports.

Headquartered in Westport, Connecticut, Terex traces its roots back to 1933 and has grown through strategic acquisitions and organic expansion.