Skylands Capital LLC Makes New Investment in The Manitowoc Company, Inc. $MTW

Skylands Capital LLC bought a new position in shares of The Manitowoc Company, Inc. (NYSE:MTW) during the third quarter, Holdings Channel.com reports. The firm bought 43,115 shares of the industrial products company’s stock, valued at approximately $432,000.

A number of other hedge funds and other institutional investors have also modified their holdings of MTW. Geode Capital Management LLC raised its position in Manitowoc by 0.4% in the 2nd quarter. Geode Capital Management LLC now owns 826,240 shares of the industrial products company’s stock worth $9,934,000 after purchasing an additional 3,569 shares during the last quarter. First Eagle Investment Management LLC raised its position in shares of Manitowoc by 4.7% during the second quarter. First Eagle Investment Management LLC now owns 818,823 shares of the industrial products company’s stock worth $9,842,000 after acquiring an additional 36,700 shares during the last quarter. AQR Capital Management LLC raised its position in shares of Manitowoc by 35.7% during the second quarter. AQR Capital Management LLC now owns 394,281 shares of the industrial products company’s stock worth $4,739,000 after acquiring an additional 103,829 shares during the last quarter. Acadian Asset Management LLC lifted its stake in shares of Manitowoc by 55.7% during the second quarter. Acadian Asset Management LLC now owns 389,510 shares of the industrial products company’s stock valued at $4,678,000 after acquiring an additional 139,423 shares during the period. Finally, Gamco Investors INC. ET AL boosted its holdings in Manitowoc by 0.5% in the second quarter. Gamco Investors INC. ET AL now owns 375,209 shares of the industrial products company’s stock valued at $4,510,000 after acquiring an additional 1,900 shares during the last quarter. Institutional investors and hedge funds own 78.66% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Barclays boosted their price objective on Manitowoc from $10.00 to $13.00 and gave the stock an “underweight” rating in a report on Wednesday. Wall Street Zen upgraded shares of Manitowoc from a “buy” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Weiss Ratings restated a “hold (c-)” rating on shares of Manitowoc in a report on Monday, December 22nd. Finally, Wells Fargo & Company reaffirmed an “underweight” rating and issued a $10.00 price objective (up from $9.00) on shares of Manitowoc in a research note on Friday, January 23rd. Three equities research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Reduce” and an average target price of $11.00.

Manitowoc Trading Down 1.3%

NYSE:MTW opened at $14.96 on Thursday. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.14 and a quick ratio of 0.66. The business’s 50-day simple moving average is $13.20 and its 200-day simple moving average is $11.54. The Manitowoc Company, Inc. has a fifty-two week low of $7.06 and a fifty-two week high of $15.56. The stock has a market capitalization of $530.49 million, a PE ratio of 78.72 and a beta of 1.88.

Manitowoc (NYSE:MTW) last posted its earnings results on Monday, February 9th. The industrial products company reported $0.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.01). Manitowoc had a return on equity of 1.73% and a net margin of 0.32%.The business had revenue of $677.10 million for the quarter, compared to the consensus estimate of $637.00 million. During the same period in the previous year, the company posted $0.10 earnings per share. Manitowoc’s revenue for the quarter was up 13.6% compared to the same quarter last year. Manitowoc has set its FY 2026 guidance at 0.450-0.900 EPS. Sell-side analysts expect that The Manitowoc Company, Inc. will post 0.5 earnings per share for the current fiscal year.

Key Stories Impacting Manitowoc

Here are the key news stories impacting Manitowoc this week:

• Positive Sentiment: Q4 results showed revenue outperformance and record order growth, with management highlighting strategic expansions that support longer-term market share gains. This operational strength underpins the beat and helped drive earlier upside in the stock. Manitowoc Co Inc (MTW) Q4 2025 Earnings Call Highlights: Record Orders and Strategic Expansions …
• Positive Sentiment: Management set a 2026 sales target of $2.25B–$2.35B and reiterated its CRANES+50 strategy, citing robust tower‑crane demand — a sign of durable end‑market demand that supports revenue growth assumptions. Manitowoc outlines $2.25B–$2.35B 2026 sales target amid CRANES+50 strategy expansion and robust tower crane demand
• Positive Sentiment: Markets initially reacted positively — shares rose about 4% on the Q4 revenue/ordering beat, showing investor appetite for execution and order momentum. Manitowoc shares jump 4% as strong order growth drives Q4 earnings, revenue beat
• Neutral Sentiment: Full earnings call transcript and slide presentation were published (useful for parsing management commentary on mix, backlog and margins). These materials clarify guidance but also revealed a wide FY26 EPS range that leaves room for investor interpretation. The Manitowoc Company, Inc. (MTW) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Manitowoc scheduled a February investor presentation series — likely intended to give deeper detail on CRANES+50 execution and medium‑term targets, which could reduce uncertainty if the company provides clarity. Manitowoc Schedules February 2026 Investor Presentation Series
• Negative Sentiment: Barclays raised its price target to $13 but kept an “underweight” rating, signaling continued analyst skepticism; the PT remains below the current share price, which can pressure the stock as investors re‑assess upside. Benzinga
• Negative Sentiment: Despite revenue growth, margins are thin (reported net margin ~0.3%) and valuation is elevated (P/E ~78x), and management gave a wide FY26 EPS guide (0.45–0.90), which increases uncertainty about near‑term profitability. These factors likely contributed to profit‑taking and downside pressure after the initial post‑earnings pop. Manitowoc (MTW) Q4 2025 Earnings Call Transcript

About Manitowoc

The Manitowoc Company, Inc (NYSE: MTW) is a global manufacturer of heavy-lift cranes and lifting equipment. The company’s product portfolio includes tower cranes marketed under the Potain brand, mobile hydraulic cranes sold under the Grove, Manitowoc and National Crane names, and engineered lifting solutions such as mast climbers and platform hoists. Manitowoc serves a wide range of industries, including construction, infrastructure, energy and industrial markets.

Headquartered in Milwaukee, Wisconsin, Manitowoc operates manufacturing facilities, sales offices and rental centers across North America, Europe, Asia, Latin America and the Middle East.