Air Products and Chemicals, Inc. $APD Holdings Reduced by Vestor Capital LLC

Vestor Capital LLC lowered its position in Air Products and Chemicals, Inc. (NYSE:APD) by 99.9% during the 1st quarter, Holdings Channel.com reports. The firm owned 247 shares of the basic materials company’s stock after selling 219,834 shares during the quarter. Vestor Capital LLC’s holdings in Air Products and Chemicals were worth $72,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the business. Richardson Financial Services Inc. grew its holdings in Air Products and Chemicals by 3,233.3% in the 4th quarter. Richardson Financial Services Inc. now owns 100 shares of the basic materials company’s stock worth $25,000 after buying an additional 97 shares in the last quarter. Lloyd Advisory Services LLC. bought a new stake in Air Products and Chemicals during the 4th quarter valued at $25,000. Evolution Wealth Management Inc. bought a new stake in Air Products and Chemicals during the 1st quarter valued at $25,000. Meeder Asset Management Inc. acquired a new position in Air Products and Chemicals during the 4th quarter worth $25,000. Finally, Mcguire Capital Advisors Inc. bought a new position in shares of Air Products and Chemicals in the fourth quarter worth $25,000. Institutional investors own 81.66% of the company’s stock.

Air Products and Chemicals News Summary

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

• Positive Sentiment: Air Products reported fiscal Q3 adjusted EPS of $3.47, above the roughly $3.34–$3.36 analyst consensus, as higher on-site volumes, pricing and favorable currency effects supported results. Adjusted operating income reached $810 million. Air Products Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $13.39–$13.49 from its prior outlook and issued fourth-quarter guidance of $3.55–$3.65, both above consensus expectations. UBS lifted its price target to $336 while maintaining a neutral rating, and Mizuho raised its target to $355 with an outperform rating. Air Products Stock Surges After Strong Profit Growth, Raised Guidance
• Neutral Sentiment: Air Products is reducing fiscal 2026 capital expenditures to approximately $3.5 billion and is refocusing its project portfolio after exiting the Louisiana Clean Energy Complex, an Arizona liquid-hydrogen facility and other smaller clean-energy projects. The company also finalized a renewable-ammonia marketing agreement tied to the NEOM Green Hydrogen Project. Air Products Projects Fiscal 2026 EPS While Cutting Capital Expenditures
• Negative Sentiment: Revenue of $3.16 billion missed the $3.20 billion estimate, despite increasing 4.6% year over year. More significantly, GAAP results showed a $6.47 loss per share and a $2.1 billion operating loss, driven by charges related to project and asset actions, creating a major headline risk and likely contributing to the stock’s decline after its initial earnings-related strength. Air Products Swings to Third-Quarter Loss After Project Exits

Air Products and Chemicals Stock Down 1.5%

Shares of Air Products and Chemicals stock opened at $295.74 on Friday. Air Products and Chemicals, Inc. has a 12-month low of $229.11 and a 12-month high of $314.87. The firm has a market capitalization of $65.86 billion, a PE ratio of -1,344.27, a price-to-earnings-growth ratio of 2.68 and a beta of 0.73. The company has a quick ratio of 1.21, a current ratio of 1.08 and a debt-to-equity ratio of 1.01. The stock’s fifty day moving average is $289.73 and its 200-day moving average is $286.69.

Air Products and Chemicals (NYSE:APD) last released its quarterly earnings results on Thursday, July 30th. The basic materials company reported $3.47 earnings per share for the quarter, beating analysts’ consensus estimates of $3.34 by $0.13. The business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.20 billion. Air Products and Chemicals had a positive return on equity of 16.87% and a negative net margin of 0.38%.Air Products and Chemicals’s revenue for the quarter was up 4.6% on a year-over-year basis. During the same quarter last year, the company posted $3.09 EPS. Air Products and Chemicals has set its FY 2026 guidance at 13.390-13.490 EPS and its Q4 2026 guidance at 3.550-3.650 EPS. Equities analysts anticipate that Air Products and Chemicals, Inc. will post 13.44 earnings per share for the current year.

Air Products and Chemicals Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, November 9th. Shareholders of record on Thursday, October 1st will be issued a $1.81 dividend. This represents a $7.24 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Thursday, October 1st. Air Products and Chemicals’s dividend payout ratio (DPR) is presently 76.61%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on APD. Evercore reissued an “outperform” rating and set a $342.00 price target on shares of Air Products and Chemicals in a report on Friday, July 10th. Mizuho upped their price objective on shares of Air Products and Chemicals from $345.00 to $355.00 and gave the stock an “outperform” rating in a report on Friday. Sanford C. Bernstein reiterated an “outperform” rating and issued a $373.00 target price on shares of Air Products and Chemicals in a research report on Friday. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $315.00 target price on shares of Air Products and Chemicals in a research note on Monday, May 4th. Finally, BMO Capital Markets raised shares of Air Products and Chemicals from a “market perform” rating to an “outperform” rating and set a $360.00 price target for the company in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, Air Products and Chemicals presently has an average rating of “Moderate Buy” and a consensus target price of $331.76.

About Air Products and Chemicals

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.