GC Wealth Management RIA LLC Trims Stock Position in Air Products and Chemicals, Inc. $APD

GC Wealth Management RIA LLC lessened its holdings in Air Products and Chemicals, Inc. (NYSE:APD) by 49.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,859 shares of the basic materials company’s stock after selling 1,845 shares during the period. GC Wealth Management RIA LLC’s holdings in Air Products and Chemicals were worth $459,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of APD. Viking Global Investors LP purchased a new stake in shares of Air Products and Chemicals in the second quarter valued at about $607,601,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Air Products and Chemicals by 644.6% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,031,306 shares of the basic materials company’s stock valued at $281,258,000 after purchasing an additional 892,793 shares in the last quarter. Franklin Resources Inc. lifted its holdings in shares of Air Products and Chemicals by 21.6% in the third quarter. Franklin Resources Inc. now owns 4,616,305 shares of the basic materials company’s stock valued at $1,258,678,000 after purchasing an additional 821,524 shares in the last quarter. Capital International Investors lifted its holdings in shares of Air Products and Chemicals by 7.4% in the third quarter. Capital International Investors now owns 8,870,013 shares of the basic materials company’s stock valued at $2,419,029,000 after purchasing an additional 609,489 shares in the last quarter. Finally, Invesco Ltd. lifted its holdings in shares of Air Products and Chemicals by 31.2% in the third quarter. Invesco Ltd. now owns 1,880,652 shares of the basic materials company’s stock valued at $512,891,000 after purchasing an additional 447,724 shares in the last quarter. Hedge funds and other institutional investors own 81.66% of the company’s stock.

Air Products and Chemicals Trading Up 0.4%

NYSE APD opened at $301.11 on Friday. Air Products and Chemicals, Inc. has a one year low of $229.11 and a one year high of $307.29. The company’s 50 day moving average price is $288.71 and its 200 day moving average price is $268.96. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.23 and a current ratio of 1.43. The firm has a market capitalization of $67.05 billion, a price-to-earnings ratio of -199.41, a PEG ratio of 2.82 and a beta of 0.77.

Air Products and Chemicals (NYSE:APD) last posted its quarterly earnings results on Thursday, April 30th. The basic materials company reported $3.20 EPS for the quarter, beating the consensus estimate of $3.06 by $0.14. Air Products and Chemicals had a net margin of 16.91% and a return on equity of 16.11%. The firm had revenue of $3.17 billion for the quarter, compared to analyst estimates of $3.07 billion. During the same quarter last year, the firm posted $2.69 earnings per share. Air Products and Chemicals’s revenue for the quarter was up 8.8% compared to the same quarter last year. Air Products and Chemicals has set its FY 2026 guidance at 13.000-13.250 EPS and its Q3 2026 guidance at 3.250-3.350 EPS. On average, sell-side analysts predict that Air Products and Chemicals, Inc. will post 13.05 EPS for the current year.

Air Products and Chemicals Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Wednesday, July 1st will be given a $1.81 dividend. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $7.24 annualized dividend and a yield of 2.4%. Air Products and Chemicals’s dividend payout ratio (DPR) is -479.47%.

Insider Transactions at Air Products and Chemicals

In other Air Products and Chemicals news, Director Ridge Lp Mantle sold 70,175 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $284.21, for a total value of $19,944,436.75. Following the completion of the sale, the director owned 93,499 shares of the company’s stock, valued at $26,573,350.79. This trade represents a 42.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 1.88% of the stock is owned by company insiders.

Air Products and Chemicals News Summary

Here are the key news stories impacting Air Products and Chemicals this week:

• Positive Sentiment: Q2 beat and guidance raise — Air Products reported adjusted Q2 EPS of $3.20 vs. consensus ~$3.06 and raised FY2026 adjusted EPS guidance to $13.00–13.25 (above prior outlook). Management cited stronger pricing, helium strength and new assets coming online. Q2 Results Release
• Positive Sentiment: Analyst upgrades and higher price targets — JPMorgan raised its target to $330 (overweight) and Wells Fargo to $340 (overweight), providing additional buy-side momentum. These lifts signal growing street confidence and imply double-digit upside vs. current levels. Benzinga
• Positive Sentiment: Capital discipline / capex reduction target — Management and press coverage note efforts to target ~$1B of capex reductions, which supports near?term cash flow and EPS durability. MSN
• Positive Sentiment: New commercial wins and helium positioning — Company disclosed strategic wins (Samsung semiconductor supply, NASA/Artemis support) and steps to strengthen helium supply (increased U.S. production, storage/liquefaction) — supportive for longer?term growth and pricing. Q2 Results Release
• Neutral Sentiment: Investor resources and transcripts — Multiple analyst notes, earnings call transcript and slide deck are available for deeper review; these are informational but don’t change the near?term narrative. Earnings Transcript
• Neutral Sentiment: AISTech trade show presence — Air Products will showcase low?carbon iron & steel solutions at AISTech2026 and donate to the AIST Foundation; positive from an ESG/business development angle but more long-term. AISTech2026
• Negative Sentiment: Profitability nuance — Some published summaries note a negative net margin metric (reflecting non?GAAP adjustments or one?time items), which is a reminder to vet GAAP vs. adjusted figures and any transient charges when modeling earnings. MarketBeat Earnings Summary

Wall Street Analysts Forecast Growth

Several analysts have issued reports on APD shares. Berenberg Bank set a $350.00 price target on shares of Air Products and Chemicals and gave the company a “buy” rating in a report on Monday, April 20th. Wells Fargo & Company upped their target price on shares of Air Products and Chemicals from $325.00 to $340.00 and gave the company an “overweight” rating in a report on Friday. Sanford C. Bernstein restated an “outperform” rating and issued a $315.00 target price on shares of Air Products and Chemicals in a report on Monday, February 2nd. Citigroup upped their target price on shares of Air Products and Chemicals from $285.00 to $315.00 and gave the company a “neutral” rating in a report on Monday, April 13th. Finally, Wall Street Zen upgraded shares of Air Products and Chemicals from a “sell” rating to a “hold” rating in a report on Saturday, January 31st. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $318.24.

Air Products and Chemicals Profile

Air Products and Chemicals, Inc is a global supplier of industrial gases and related equipment and services, headquartered in Allentown, Pennsylvania. The company produces and delivers atmospheric gases such as oxygen, nitrogen and argon, as well as specialty and process gases used across a wide range of industrial applications. Air Products designs, builds and operates gas production facilities, merchant distribution networks and on-site gas systems for customers that require reliable, high-purity gases and integrated supply solutions.

The company’s product and service portfolio includes packaged and bulk gas supply, pipeline distribution, on-site generation, gas handling and storage equipment, and engineered systems for gas liquefaction and purification.