SG Americas Securities LLC Sells 9,634 Shares of IPG Photonics Corporation $IPGP

SG Americas Securities LLC reduced its position in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 27.5% in the first quarter, HoldingsChannel.com reports. The firm owned 25,373 shares of the semiconductor company’s stock after selling 9,634 shares during the period. SG Americas Securities LLC’s holdings in IPG Photonics were worth $2,907,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of IPGP. First Eagle Investment Management LLC increased its holdings in IPG Photonics by 0.3% during the 4th quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock valued at $321,277,000 after purchasing an additional 12,344 shares during the period. Dimensional Fund Advisors LP grew its position in shares of IPG Photonics by 3.4% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,815,042 shares of the semiconductor company’s stock worth $129,960,000 after buying an additional 59,178 shares during the last quarter. AQR Capital Management LLC increased its stake in shares of IPG Photonics by 53.7% during the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock valued at $67,101,000 after buying an additional 341,773 shares during the period. State Street Corp increased its stake in shares of IPG Photonics by 1.7% during the fourth quarter. State Street Corp now owns 805,435 shares of the semiconductor company’s stock valued at $57,669,000 after buying an additional 13,092 shares during the period. Finally, Morgan Stanley raised its holdings in shares of IPG Photonics by 14.5% during the fourth quarter. Morgan Stanley now owns 745,246 shares of the semiconductor company’s stock valued at $53,360,000 after acquiring an additional 94,153 shares in the last quarter. 93.79% of the stock is owned by institutional investors.

Insider Activity at IPG Photonics

In related news, CFO Timothy Pv Mammen sold 9,975 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $119.81, for a total transaction of $1,195,104.75. Following the sale, the chief financial officer owned 76,438 shares of the company’s stock, valued at $9,158,036.78. The trade was a 11.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Tang Agnes sold 1,511 shares of the business’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $117.85, for a total transaction of $178,071.35. Following the sale, the director directly owned 9,588 shares in the company, valued at $1,129,945.80. The trade was a 13.61% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,176 shares of company stock valued at $1,551,606 in the last three months. Company insiders own 37.50% of the company’s stock.

IPG Photonics Stock Up 5.8%

Shares of IPGP stock opened at $117.32 on Wednesday. The business’s fifty day moving average is $113.42 and its 200 day moving average is $107.68. The stock has a market cap of $4.98 billion, a price-to-earnings ratio of 170.03, a PEG ratio of 3.23 and a beta of 0.95. IPG Photonics Corporation has a twelve month low of $66.82 and a twelve month high of $155.82.

IPG Photonics (NASDAQ:IPGP) last announced its quarterly earnings data on Tuesday, May 5th. The semiconductor company reported $0.29 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 firm had revenue of $265.50 million for the quarter, compared to analysts’ expectations of $256.99 million. During the same period in the prior year, the business posted $0.09 EPS. The business’s quarterly revenue was up 16.5% compared to the same quarter last year. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. Equities research analysts expect that IPG Photonics Corporation will post 1.66 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on IPGP shares. Wall Street Zen lowered IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a report on Wednesday, June 24th. Citigroup raised their target price on shares of IPG Photonics from $105.00 to $150.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Zacks Research lowered shares of IPG Photonics from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 4th. Finally, Needham & Company LLC upgraded shares of IPG Photonics from a “hold” rating to a “buy” rating and set a $110.00 price target on the stock in a research report on Wednesday, May 6th. Six analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, IPG Photonics currently has a consensus rating of “Moderate Buy” and a consensus target price of $135.50.

About IPG Photonics

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.