Diversify Wealth Management LLC Makes New Investment in Whirlpool Corporation $WHR

Diversify Wealth Management LLC bought a new position in shares of Whirlpool Corporation (NYSE:WHR) during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 16,103 shares of the company’s stock, valued at approximately $880,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. NewEdge Advisors LLC lifted its position in shares of Whirlpool by 56.7% during the 1st quarter. NewEdge Advisors LLC now owns 3,120 shares of the company’s stock worth $281,000 after purchasing an additional 1,129 shares during the last quarter. Empowered Funds LLC increased its holdings in Whirlpool by 206.5% in the first quarter. Empowered Funds LLC now owns 8,528 shares of the company’s stock valued at $769,000 after buying an additional 5,746 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Whirlpool by 15.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 214,918 shares of the company’s stock valued at $19,371,000 after buying an additional 27,995 shares during the last quarter. Invesco Ltd. raised its stake in Whirlpool by 3.2% in the second quarter. Invesco Ltd. now owns 229,566 shares of the company’s stock valued at $23,283,000 after buying an additional 7,151 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings in Whirlpool by 129.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 369 shares of the company’s stock worth $37,000 after buying an additional 208 shares during the last quarter. Hedge funds and other institutional investors own 90.78% of the company’s stock.

Whirlpool Stock Performance

NYSE:WHR opened at $39.85 on Friday. The firm’s fifty day moving average price is $40.28 and its 200 day moving average price is $58.71. Whirlpool Corporation has a 1-year low of $36.01 and a 1-year high of $100.49. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.88 and a quick ratio of 0.48. The firm has a market cap of $2.58 billion, a price-to-earnings ratio of 13.55, a price-to-earnings-growth ratio of 22.30 and a beta of 1.16.

Whirlpool (NYSE:WHR) last released its earnings results on Wednesday, May 6th. The company reported ($0.56) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.43 by ($0.99). The business had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.44 billion. Whirlpool had a return on equity of 7.68% and a net margin of 1.08%.The business’s revenue for the quarter was down 9.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.70 EPS. Whirlpool has set its FY 2026 guidance at 3.000-3.500 EPS. On average, sell-side analysts expect that Whirlpool Corporation will post 1.73 EPS for the current year.

Wall Street Analysts Forecast Growth

WHR has been the topic of several recent analyst reports. JPMorgan Chase & Co. dropped their price target on shares of Whirlpool from $59.00 to $52.00 and set a “neutral” rating on the stock in a research note on Monday, May 11th. Citigroup reduced their price objective on shares of Whirlpool from $50.00 to $42.00 and set a “neutral” rating for the company in a research report on Tuesday. Stifel Nicolaus set a $55.00 target price on shares of Whirlpool in a report on Monday, May 4th. Mizuho started coverage on shares of Whirlpool in a research report on Monday, April 20th. They issued a “neutral” rating and a $55.00 target price on the stock. Finally, Wall Street Zen upgraded shares of Whirlpool from a “strong sell” rating to a “sell” rating in a research note on Saturday, June 27th. One analyst has rated the stock with a Buy rating, seven have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $54.89.

About Whirlpool

Whirlpool Corporation is a leading global manufacturer and marketer of home appliances, with a product portfolio that spans major categories such as laundry, refrigeration, cooking, dishwashing and small electrics. Headquartered in Benton Harbor, Michigan, the company designs, produces and distributes its appliances through a network of wholly owned manufacturing facilities, joint ventures and third-party partners. Whirlpool serves both retail and professional markets, offering products under its flagship Whirlpool brand as well as several well-known names including Maytag, KitchenAid, JennAir, Amana, Brastemp and Consul.

In its laundry segment, Whirlpool provides top- and front-load washing machines, dryers and combination units designed to balance energy efficiency, capacity and convenience.