First Eagle Investment Management LLC Buys 7,648 Shares of IPG Photonics Corporation $IPGP

First Eagle Investment Management LLC raised its stake in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 0.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,474,759 shares of the semiconductor company’s stock after acquiring an additional 7,648 shares during the period. First Eagle Investment Management LLC owned about 10.62% of IPG Photonics worth $354,356,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in IPGP. Lazard Asset Management LLC grew its position in IPG Photonics by 81.3% in the 2nd quarter. Lazard Asset Management LLC now owns 1,899,461 shares of the semiconductor company’s stock worth $130,397,000 after purchasing an additional 851,869 shares in the last quarter. M&G PLC boosted its stake in shares of IPG Photonics by 263.9% in the 2nd quarter. M&G PLC now owns 600,020 shares of the semiconductor company’s stock worth $41,401,000 after buying an additional 435,122 shares during the last quarter. AQR Capital Management LLC grew its holdings 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 valued at $67,101,000 after acquiring an additional 341,773 shares in the last quarter. Norges Bank purchased a new stake in shares of IPG Photonics during the second quarter valued at approximately $16,671,000. Finally, Emerald Mutual Fund Advisers Trust purchased a new stake in shares of IPG Photonics during the third quarter valued at approximately $6,645,000. Institutional investors own 93.79% of the company’s stock.

IPG Photonics Stock Up 2.7%

NASDAQ IPGP opened at $135.14 on Tuesday. The company’s 50 day moving average is $98.91 and its 200-day moving average is $87.86. The firm has a market cap of $5.70 billion, a P/E ratio of 182.62, a price-to-earnings-growth ratio of 3.33 and a beta of 0.94. IPG Photonics Corporation has a 12-month low of $48.59 and a 12-month high of $155.82.

IPG Photonics (NASDAQ:IPGP) last issued its earnings results on Thursday, February 12th. The semiconductor company reported $0.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.21. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. The business had revenue of $274.47 million for the quarter, compared to analysts’ expectations of $249.58 million. During the same quarter in the previous year, the firm posted $0.18 EPS. The business’s revenue for the quarter was up 17.2% compared to the same quarter last year. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. Equities analysts expect that IPG Photonics Corporation will post 1.54 EPS for the current year.

Insider Transactions at IPG Photonics

In other news, major shareholder Fibre Devices Ltd Ip sold 29,167 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $79.87, for a total transaction of $2,329,568.29. Following the sale, the insider directly owned 6,628,169 shares in the company, valued at $529,391,858.03. This represents a 0.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, major shareholder Valentin Gapontsev Trust I sold 39,384 shares of the stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $77.63, for a total transaction of $3,057,379.92. Following the completion of the sale, the insider directly owned 6,886,715 shares in the company, valued at approximately $534,615,685.45. The trade was a 0.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 267,484 shares of company stock valued at $20,735,210 in the last ninety days. Insiders own 39.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on IPGP. Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a research note on Monday, December 29th. Raymond James Financial downgraded shares of IPG Photonics from a “strong-buy” rating to an “outperform” rating and boosted their price target for the stock from $97.00 to $180.00 in a report on Friday, February 13th. Benchmark reaffirmed a “hold” rating on shares of IPG Photonics in a research report on Wednesday, December 10th. Stifel Nicolaus increased their target price on shares of IPG Photonics from $92.00 to $165.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Finally, Roth Mkm raised their price target on shares of IPG Photonics from $105.00 to $110.00 and gave the stock a “buy” rating in a research note on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $122.17.

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.