ING Groep NV bought a new position in shares of Ingersoll Rand Inc. (NYSE:IR – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,857 shares of the industrial products company’s stock, valued at approximately $484,000.
A number of other institutional investors have also recently bought and sold shares of the stock. Norges Bank bought a new stake in shares of Ingersoll Rand during the second quarter worth $397,501,000. Swedbank AB boosted its stake in Ingersoll Rand by 141.1% in the 3rd quarter. Swedbank AB now owns 2,249,353 shares of the industrial products company’s stock worth $185,842,000 after purchasing an additional 1,316,375 shares during the period. Liontrust Investment Partners LLP bought a new position in Ingersoll Rand during the 2nd quarter worth about $81,628,000. Vanguard Group Inc. raised its stake in shares of 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 purchasing an additional 859,062 shares during the period. Finally, Ceredex Value Advisors LLC bought a new stake in shares of Ingersoll Rand in the second quarter valued at about $60,779,000. Institutional investors own 95.27% of the company’s stock.
Key Headlines Impacting Ingersoll Rand
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
Ingersoll Rand Price Performance
Ingersoll Rand (NYSE:IR – Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The industrial products company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.90 by $0.06. Ingersoll Rand had a net margin of 7.60% and a return on equity of 12.58%. The firm had revenue of $2.09 billion for the quarter, compared to analyst estimates of $2.04 billion. During the same period in the prior year, the firm posted $0.84 earnings per share. The company’s quarterly revenue was up 10.1% compared to the same quarter last year. Ingersoll Rand has set its FY 2026 guidance at 3.450-3.570 EPS. On average, research analysts expect that Ingersoll Rand Inc. will post 3.32 EPS for the current fiscal year.
Ingersoll Rand Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Wednesday, March 4th will be given 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 of this dividend is Wednesday, March 4th. Ingersoll Rand’s dividend payout ratio (DPR) is presently 5.52%.
Analyst Ratings Changes
A number of research analysts recently issued reports on IR shares. Citigroup increased their price objective on Ingersoll Rand from $94.00 to $98.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Robert W. Baird decreased their price target on shares of Ingersoll Rand from $103.00 to $100.00 and set an “outperform” rating for the company in a research note on Monday, November 3rd. Wells Fargo & Company lifted their price objective on shares of Ingersoll Rand from $87.00 to $92.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. Stifel Nicolaus increased their target price on shares of Ingersoll Rand from $81.00 to $87.00 and gave the stock a “hold” rating in a report on Friday, January 23rd. Finally, Zacks Research upgraded shares of Ingersoll Rand from a “strong sell” rating to a “hold” rating in a research note on Friday, December 12th. Four research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $92.13.
Check Out Our Latest Research Report on IR
Insider Activity at Ingersoll Rand
In other Ingersoll Rand news, insider Vicente Reynal sold 191,000 shares of Ingersoll Rand stock in a transaction on Friday, January 16th. The shares were sold at an average price of $88.12, for a total transaction of $16,830,920.00. Following the completion of the transaction, the insider directly owned 193,186 shares of the company’s stock, valued at $17,023,550.32. The trade was a 49.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Michael J. Scheske sold 1,477 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $80.63, for a total transaction of $119,090.51. Following the completion of the transaction, the chief accounting officer directly owned 12,153 shares in the company, valued at $979,896.39. The trade was a 10.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 292,917 shares of company stock valued at $26,747,912 over the last quarter. 0.59% of the stock is currently owned by corporate 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.
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