Segall Bryant & Hamill LLC Has $53.80 Million Stock Holdings in IPG Photonics Corporation $IPGP

Segall Bryant & Hamill LLC grew its stake in IPG Photonics Corporation (NASDAQ:IPGP) by 11.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 469,471 shares of the semiconductor company’s stock after acquiring an additional 46,935 shares during the period. IPG Photonics accounts for approximately 0.7% of Segall Bryant & Hamill LLC’s holdings, making the stock its 15th largest position. Segall Bryant & Hamill LLC’s holdings in IPG Photonics were worth $53,797,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of IPGP. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in IPG Photonics by 20.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,024 shares of the semiconductor company’s stock valued at $2,541,000 after purchasing an additional 6,741 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in IPG Photonics by 0.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 87,469 shares of the semiconductor company’s stock valued at $5,523,000 after purchasing an additional 744 shares in the last quarter. Jane Street Group LLC increased its position in shares of IPG Photonics by 79.4% during the 1st quarter. Jane Street Group LLC now owns 122,105 shares of the semiconductor company’s stock worth $7,710,000 after purchasing an additional 54,026 shares during the last quarter. Prudential Financial Inc. acquired a new position in shares of IPG Photonics during the 2nd quarter worth approximately $205,000. Finally, Invesco Ltd. raised its stake in shares of IPG Photonics by 0.3% during the 2nd quarter. Invesco Ltd. now owns 105,525 shares of the semiconductor company’s stock worth $7,244,000 after purchasing an additional 272 shares in the last quarter. Institutional investors and hedge funds own 93.79% of the company’s stock.

Wall Street Analyst Weigh In

IPGP has been the subject of several recent analyst reports. Stifel Nicolaus cut their price objective on IPG Photonics from $165.00 to $125.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Wall Street Zen downgraded shares of IPG Photonics from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Needham & Company LLC boosted their target price on shares of IPG Photonics from $110.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of IPG Photonics in a research report on Wednesday, June 24th. Finally, Roth Capital reiterated a “buy” rating and issued a $151.00 price target on shares of IPG Photonics in a research note on Tuesday, May 19th. Six investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, IPG Photonics has an average rating of “Moderate Buy” and an average target price of $137.17.

IPG Photonics Stock Up 0.2%

Shares of NASDAQ IPGP opened at $85.06 on Friday. The business’s 50 day moving average price is $107.39 and its two-hundred day moving average price is $111.26. The company has a market cap of $3.61 billion, a PE ratio of 123.28, a price-to-earnings-growth ratio of 2.47 and a beta of 0.94. IPG Photonics Corporation has a twelve month low of $71.35 and a twelve month high of $155.82.

IPG Photonics (NASDAQ:IPGP) last released its quarterly earnings data on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $256.99 million. During the same period in the previous year, the business earned $0.09 earnings per share. The business’s quarterly revenue 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, research analysts anticipate that IPG Photonics Corporation will post 1.66 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of the stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $102.31, for a total value of $5,761,689.96. Following the sale, the insider owned 6,670,283 shares in the company, valued at approximately $682,436,653.73. This represents a 0.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Fibre Devices Ltd Ip sold 65,700 shares of the firm’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $103.64, for a total value of $6,809,148.00. Following the sale, the insider directly owned 6,463,302 shares of the company’s stock, valued at $669,856,619.28. This represents a 1.01% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 136,716 shares of company stock worth $14,277,206 in the last quarter. Company insiders own 37.50% of the company’s stock.

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.