Consilium Wealth Advisory LLC Trims Stock Holdings in Ingersoll Rand Inc. $IR

Consilium Wealth Advisory LLC trimmed its holdings in Ingersoll Rand Inc. (NYSE:IR) by 72.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 4,619 shares of the industrial products company’s stock after selling 12,084 shares during the quarter. Consilium Wealth Advisory LLC’s holdings in Ingersoll Rand were worth $366,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of the business. Vontobel Holding Ltd. grew its stake in Ingersoll Rand by 2.1% in the 3rd quarter. Vontobel Holding Ltd. now owns 6,242 shares of the industrial products company’s stock valued at $516,000 after buying an additional 130 shares in the last quarter. Whittier Trust Co. grew its stake in Ingersoll Rand by 8.5% in the 3rd quarter. Whittier Trust Co. now owns 1,668 shares of the industrial products company’s stock valued at $140,000 after buying an additional 131 shares in the last quarter. Golden State Equity Partners grew its stake in Ingersoll Rand by 5.1% in the 3rd quarter. Golden State Equity Partners now owns 3,212 shares of the industrial products company’s stock valued at $265,000 after buying an additional 155 shares in the last quarter. Compound Planning Inc. grew its stake in Ingersoll Rand by 6.0% in the 3rd quarter. Compound Planning Inc. now owns 2,763 shares of the industrial products company’s stock valued at $228,000 after buying an additional 157 shares in the last quarter. Finally, Johnson Investment Counsel Inc. grew its stake in Ingersoll Rand by 2.1% in the 3rd quarter. Johnson Investment Counsel Inc. now owns 7,568 shares of the industrial products company’s stock valued at $625,000 after buying an additional 159 shares in the last quarter. 95.27% of the stock is currently owned by hedge funds and other institutional investors.

Ingersoll Rand Stock Performance

NYSE IR opened at $83.30 on Thursday. Ingersoll Rand Inc. has a 52-week low of $68.97 and a 52-week high of $100.96. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.49 and a current ratio of 2.06. The company has a market capitalization of $32.62 billion, a P/E ratio of 57.45, a P/E/G ratio of 5.53 and a beta of 1.33. The company has a fifty day moving average of $88.06 and a 200-day moving average of $83.52.

Ingersoll Rand (NYSE:IR) last posted its quarterly earnings data on Thursday, February 12th. The industrial products company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.90 by $0.06. Ingersoll Rand had a net margin of 7.60% and a return on equity of 12.62%. The company had revenue of $2.09 billion during the quarter, compared to the consensus estimate of $2.04 billion. During the same period in the previous year, the firm posted $0.84 EPS. The firm’s 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. As a group, equities research analysts predict that Ingersoll Rand Inc. will post 3.32 EPS for the current fiscal year.

Ingersoll Rand Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Wednesday, March 4th were issued a dividend of $0.02 per share. This represents a $0.08 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Wednesday, March 4th. Ingersoll Rand’s payout ratio is currently 5.52%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Stifel Nicolaus reduced their price objective on shares of Ingersoll Rand from $101.00 to $90.00 and set a “hold” rating for the company in a research note on Tuesday. Barclays cut their price target on shares of Ingersoll Rand from $111.00 to $100.00 and set an “overweight” rating for the company in a report on Wednesday, April 1st. Wells Fargo & Company cut their price target on shares of Ingersoll Rand from $110.00 to $90.00 and set an “overweight” rating for the company in a report on Wednesday, April 1st. Weiss Ratings reissued a “hold (c)” rating on shares of Ingersoll Rand in a report on Friday, March 27th. Finally, Citigroup cut their price target on shares of Ingersoll Rand from $117.00 to $113.00 and set a “buy” rating for the company in a report on Monday. Four equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $98.00.

Insider Activity at Ingersoll Rand

In other news, insider Vicente Reynal sold 30,492 shares of Ingersoll Rand stock in a transaction on Monday, April 13th. The shares were sold at an average price of $88.00, for a total transaction of $2,683,296.00. Following the completion of the sale, the insider directly owned 209,534 shares of the company’s stock, valued at approximately $18,438,992. The trade was a 12.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Elizabeth Meloy Hepding sold 18,246 shares of Ingersoll Rand stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $97.11, for a total transaction of $1,771,869.06. Following the sale, the insider directly owned 16,200 shares of the company’s stock, valued at $1,573,182. This represents a 52.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 615,263 shares of company stock worth $57,659,843 in the last three months. 0.59% of the stock is owned by insiders.

Ingersoll Rand 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.