First National Bank of Omaha Acquires New Holdings in Franklin Electric Co., Inc. $FELE

First National Bank of Omaha bought a new stake in shares of Franklin Electric Co., Inc. (NASDAQ:FELE) in the third quarter, Holdings Channel.com reports. The firm bought 46,653 shares of the industrial products company’s stock, valued at approximately $4,441,000.

Several other large investors also recently made changes to their positions in the company. Royal Bank of Canada raised its holdings in shares of Franklin Electric by 81.6% during the first quarter. Royal Bank of Canada now owns 3,997 shares of the industrial products company’s stock valued at $375,000 after buying an additional 1,796 shares during the last quarter. AQR Capital Management LLC raised its stake in Franklin Electric by 105.5% during the 1st quarter. AQR Capital Management LLC now owns 25,463 shares of the industrial products company’s stock valued at $2,390,000 after acquiring an additional 13,075 shares in the last quarter. NewEdge Advisors LLC boosted its position in Franklin Electric by 30.6% during the 1st quarter. NewEdge Advisors LLC now owns 5,760 shares of the industrial products company’s stock worth $541,000 after acquiring an additional 1,349 shares during the period. United Services Automobile Association bought a new position in shares of Franklin Electric in the first quarter worth $243,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Franklin Electric by 8.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 137,162 shares of the industrial products company’s stock worth $12,877,000 after purchasing an additional 10,862 shares in the last quarter. Institutional investors and hedge funds own 79.98% of the company’s stock.

Key Stories Impacting Franklin Electric

Here are the key news stories impacting Franklin Electric this week:

• Positive Sentiment: Management issued FY‑2026 EPS guidance of $4.40–$4.60 and reiterated a revenue range around $2.17B–$2.24B while emphasizing margin expansion via its “value acceleration” program — a signal that management expects profitable growth over the year. Franklin Electric outlines $2.17B–$2.24B sales guidance
• Positive Sentiment: Company delivered year‑over‑year top‑line growth (Q4 revenue up ~4.4%) and EPS improved versus prior year ($0.87 vs $0.72), showing operational progress despite the quarter’s misses. Q4 results and company release
• Neutral Sentiment: Company released its Q4 slide deck and full earnings‑call transcript/presentation materials — useful for digging into segment trends, margin drivers and management’s playbook. Q4 presentation materials
• Negative Sentiment: Q4 revenue missed consensus ($506.9M reported vs. ~$516.3M expected) and EPS missed by $0.02 ($0.87 vs. $0.89 consensus), which triggered investor selling. Franklin Electric shares tumble on revenue miss, weak guidance
• Negative Sentiment: Market reaction was pronounced (heavy volume and a sharp drop) as investors parsed the beat/miss mix and deemed the near‑term outlook underwhelming relative to expectations. Read the earnings call highlights/transcript for color on demand trends and margin timing. Earnings call highlights and transcript

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. Wall Street Zen raised shares of Franklin Electric from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Robert W. Baird set a $112.00 price target on shares of Franklin Electric in a research report on Wednesday, October 29th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Franklin Electric in a report on Monday, December 29th. Two analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, Franklin Electric presently has a consensus rating of “Hold” and a consensus target price of $112.00.

Franklin Electric Stock Down 14.7%

FELE stock opened at $92.98 on Wednesday. The firm has a market cap of $4.14 billion, a PE ratio of 30.29, a P/E/G ratio of 1.93 and a beta of 1.08. Franklin Electric Co., Inc. has a 12 month low of $78.87 and a 12 month high of $111.53. The company has a debt-to-equity ratio of 0.10, a current ratio of 2.54 and a quick ratio of 1.12. The firm has a 50 day simple moving average of $100.33 and a 200 day simple moving average of $97.10.

Franklin Electric (NASDAQ:FELE) last released its quarterly earnings data on Tuesday, February 17th. The industrial products company reported $0.87 earnings per share for the quarter, missing the consensus estimate of $0.89 by ($0.02). Franklin Electric had a return on equity of 14.24% and a net margin of 6.71%.The company had revenue of $506.86 million for the quarter, compared to the consensus estimate of $516.25 million. During the same period in the prior year, the business earned $0.72 earnings per share. The business’s revenue was up 4.4% compared to the same quarter last year. Franklin Electric has set its FY 2026 guidance at 4.400-4.600 EPS. Equities research analysts forecast that Franklin Electric Co., Inc. will post 4.19 earnings per share for the current fiscal year.

Franklin Electric Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Thursday, February 5th will be issued a $0.28 dividend. The ex-dividend date is Thursday, February 5th. This is a positive change from Franklin Electric’s previous quarterly dividend of $0.27. This represents a $1.12 annualized dividend and a dividend yield of 1.2%. Franklin Electric’s dividend payout ratio is 36.48%.

Franklin Electric Company Profile

Franklin Electric Co, Inc is a world‐leading manufacturer and distributor of systems and components for moving and managing water and fuel. Headquartered in Fort Wayne, Indiana, the company specializes in designing engineered pumping systems and related controls for residential, commercial and industrial applications.

Founded in 1944, Franklin Electric has built its reputation on submersible and surface pumping solutions for water wells, municipal water and wastewater treatment, irrigation and industrial fluid handling.