Sidoti Research Analysts Lift Earnings Estimates for POWL

Powell Industries, Inc. (NASDAQ:POWL) – Equities research analysts at Sidoti raised their Q3 2026 earnings estimates for shares of Powell Industries in a note issued to investors on Tuesday, March 24th. Sidoti analyst J. Franzreb now expects that the industrial products company will post earnings of $4.47 per share for the quarter, up from their previous forecast 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 announced its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $3.40 earnings per share for the quarter, beating the consensus estimate of $2.85 by $0.55. Powell Industries had a net margin of 16.82% and a return on equity of 30.64%. The business had revenue of $251.18 million for the quarter, compared to analyst estimates of $255.34 million. During the same period in the prior year, the business posted $2.86 earnings per share. Powell Industries’s revenue was up 4.1% compared to the same quarter last year.

Several other equities analysts have also weighed in on POWL. Glj Research began coverage on Powell Industries in a research note on Thursday, March 5th. They issued a “hold” rating and a $450.00 target price on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Powell Industries in a research report on Monday, December 29th. Cantor Fitzgerald upped their price target on Powell Industries from $427.00 to $481.00 and gave the company a “neutral” rating in a research note on Thursday, February 5th. Finally, Wall Street Zen downgraded shares of Powell Industries from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Powell Industries has an average rating of “Moderate Buy” and an average price target of $427.00.

Powell Industries Stock Performance

Shares of POWL stock opened at $584.56 on Thursday. The firm’s 50 day moving average price is $509.31 and its two-hundred day moving average price is $393.81. Powell Industries has a 52-week low of $152.89 and a 52-week high of $612.50. The stock has a market cap of $7.10 billion, a PE ratio of 37.98, a PEG ratio of 2.51 and a beta of 0.82.

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

Powell Industries Increases Dividend

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

Insiders Place Their Bets

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

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the stock. Greenline Wealth Management LLC bought a new stake in shares of Powell Industries during the fourth quarter worth $29,000. Avanza Fonder AB bought a new stake in Powell Industries in the 4th quarter valued at $30,000. Elevation Point Wealth Partners LLC bought a new stake in Powell Industries in the 2nd quarter valued at $33,000. State of Wyoming acquired a new position in Powell Industries in the 2nd quarter worth $33,000. Finally, Steward Partners Investment Advisory LLC boosted its stake in Powell Industries by 126.0% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 113 shares of the industrial products company’s stock worth $36,000 after purchasing an additional 63 shares during the period. Institutional investors own 89.77% of the company’s stock.

Key Stories Impacting Powell Industries

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.

Powell Industries Company Profile

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.