IPG Photonics Corporation $IPGP Shares Acquired by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in IPG Photonics Corporation (NASDAQ:IPGP) by 10.4% in the second quarter, Holdings Channel reports. The firm owned 80,219 shares of the semiconductor company’s stock after acquiring an additional 7,569 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in IPG Photonics were worth $9,411,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in IPGP. First Eagle Investment Management LLC increased its position in IPG Photonics by 0.3% during the fourth quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock worth $321,277,000 after buying an additional 12,344 shares during the period. BlackRock Inc. acquired a new stake in shares of IPG Photonics in the second quarter valued at approximately $334,429,000. Dimensional Fund Advisors LP grew its position in shares of IPG Photonics by 3.4% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,815,042 shares of the semiconductor company’s stock worth $129,960,000 after acquiring an additional 59,178 shares during the last quarter. AQR Capital Management LLC grew its position in shares of IPG Photonics by 53.7% during the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock worth $67,101,000 after acquiring an additional 341,773 shares during the last quarter. Finally, State Street Corp increased its holdings in shares of IPG Photonics by 1.7% in the 4th quarter. State Street Corp now owns 805,435 shares of the semiconductor company’s stock valued at $57,669,000 after acquiring an additional 13,092 shares during the period. Hedge funds and other institutional investors own 93.79% of the company’s stock.

IPG Photonics Stock Performance

Shares of IPG Photonics stock opened at $78.00 on Monday. The company has a market cap of $3.32 billion, a P/E ratio of 120.00, a PEG ratio of 2.01 and a beta of 0.98. IPG Photonics Corporation has a one year low of $69.41 and a one year high of $155.82. The firm has a fifty day moving average of $90.68 and a two-hundred day moving average of $108.27.

IPG Photonics (NASDAQ:IPGP) last issued its earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share for the quarter, beating the consensus estimate of $0.37 by $0.21. The business had revenue of $278.58 million for the quarter, compared to the consensus estimate of $279.98 million. IPG Photonics had a net margin of 2.58% and a return on equity of 3.39%. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.16 earnings per share. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. As a group, equities analysts predict that IPG Photonics Corporation will post 1.87 earnings per share for the current year.

Insider Activity

In related news, major shareholder Valentin Gapontsev Trust I sold 9,306 shares of IPG Photonics stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $75.95, for a total value of $706,790.70. Following the sale, the insider directly owned 6,642,886 shares in the company, valued at $504,527,191.70. The trade was a 0.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director John R. Peeler acquired 2,710 shares of the business’s stock in a transaction on Wednesday, August 26th. The stock was acquired at an average price of $73.58 per share, with a total value of $199,401.80. Following the transaction, the director directly owned 20,886 shares of the company’s stock, valued at $1,536,791.88. This represents a 14.91% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold 211,285 shares of company stock worth $20,320,899 in the last three months. 37.50% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several analysts recently commented on the stock. Needham & Company LLC upped their price target on shares of IPG Photonics from $110.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Weiss Ratings reissued a “sell (d+)” rating on shares of IPG Photonics in a research report on Wednesday, June 24th. Citigroup dropped their price objective on shares of IPG Photonics from $150.00 to $137.00 and set a “buy” rating on the stock in a research note on Tuesday, August 11th. Finally, Roth Capital reaffirmed a “buy” rating and issued a $151.00 target price on shares of IPG Photonics in a report on Tuesday, May 19th. Five investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $142.60.

About IPG Photonics

IPG Photonics Corporation is a global leader in the design and manufacture of high-performance fiber lasers and amplifiers used in industrial, medical, scientific, and telecommunications applications. The company’s core products include ytterbium and erbium fiber lasers, diode lasers, and fiber amplifiers that deliver high power and efficiency for precision cutting, welding, marking, and engraving. IPG’s systems are engineered to optimize process speed, reliability, and energy consumption, making them a preferred choice for advanced manufacturing environments.

In addition to stand-alone laser sources, IPG offers turnkey laser systems and integrated solutions tailored to sectors such as automotive, electronics, aerospace, additive manufacturing, and life sciences.