First Eagle Investment Management LLC Buys 12,344 Shares of IPG Photonics Corporation $IPGP

First Eagle Investment Management LLC grew its stake in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 0.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 4,487,103 shares of the semiconductor company’s stock after purchasing an additional 12,344 shares during the quarter. First Eagle Investment Management LLC owned about 0.11% of IPG Photonics worth $321,277,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of IPGP. AQR Capital Management LLC grew its stake in shares of IPG Photonics by 53.7% in the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock worth $67,101,000 after purchasing an additional 341,773 shares during the last quarter. American Capital Management Inc. purchased a new position in shares of IPG Photonics during the third quarter valued at approximately $9,038,000. Emerald Mutual Fund Advisers Trust purchased a new position in shares of IPG Photonics during the third quarter valued at approximately $6,645,000. Dimensional Fund Advisors LP increased its stake in shares of IPG Photonics by 4.1% during the third quarter. Dimensional Fund Advisors LP now owns 1,755,864 shares of the semiconductor company’s stock valued at $139,045,000 after buying an additional 68,366 shares during the period. Finally, Allianz Asset Management GmbH increased its stake in shares of IPG Photonics by 45.2% during the third quarter. Allianz Asset Management GmbH now owns 200,138 shares of the semiconductor company’s stock valued at $15,849,000 after buying an additional 62,286 shares during the period. 93.79% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on IPGP. Wall Street Zen cut IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday. Citigroup boosted their target price on IPG Photonics from $105.00 to $150.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Stifel Nicolaus reduced their target price on IPG Photonics from $165.00 to $125.00 and set a “buy” rating on the stock in a research note on Wednesday, May 6th. Needham & Company LLC upgraded shares of IPG Photonics from a “hold” rating to a “buy” rating and set a $110.00 price objective for the company in a report on Wednesday, May 6th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a report on Friday, March 27th. Six equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $128.67.

Insider Activity

In other news, CAO Mary E. Buttarazzi sold 500 shares of IPG Photonics stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $116.22, for a total transaction of $58,110.00. Following the completion of the transaction, the chief accounting officer directly owned 4,749 shares in the company, valued at approximately $551,928.78. This trade represents a 9.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 37.50% of the company’s stock.

IPG Photonics Stock Performance

IPGP stock opened at $103.48 on Tuesday. The firm has a 50 day moving average price of $118.24 and a 200-day moving average price of $99.83. IPG Photonics Corporation has a 52-week low of $63.33 and a 52-week high of $155.82. The firm has a market capitalization of $4.39 billion, a price-to-earnings ratio of 149.97, a PEG ratio of 3.06 and a beta of 0.97.

IPG Photonics (NASDAQ:IPGP) last released its earnings results on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.32 by ($0.03). IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. The business had revenue of $265.50 million for the quarter, compared to analysts’ expectations of $256.99 million. During the same quarter in the previous year, the business posted $0.09 earnings per share. IPG Photonics’s revenue for the quarter was up 16.5% on a year-over-year basis. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. As a group, sell-side analysts forecast that IPG Photonics Corporation will post 1.64 earnings per share for the current fiscal year.

IPG Photonics Company Profile

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.