The Manufacturers Life Insurance Company Buys New Holdings in IPG Photonics Corporation $IPGP

The Manufacturers Life Insurance Company acquired a new stake in IPG Photonics Corporation (NASDAQ:IPGP) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 18,066 shares of the semiconductor company’s stock, valued at approximately $2,120,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. BlackRock Inc. purchased a new stake in IPG Photonics in the second quarter valued at $334,429,000. Segall Bryant & Hamill LLC purchased a new position in shares of IPG Photonics during the 4th quarter valued at about $30,254,000. AQR Capital Management LLC raised its stake in shares of IPG Photonics by 53.7% during the 2nd 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 last quarter. Invesco Ltd. lifted its holdings in shares of IPG Photonics by 169.4% in the 4th quarter. Invesco Ltd. now owns 288,507 shares of the semiconductor company’s stock valued at $20,657,000 after buying an additional 181,423 shares during the period. Finally, Norges Bank purchased a new stake in shares of IPG Photonics in the fourth quarter worth about $12,647,000. Institutional investors and hedge funds own 93.79% of the company’s stock.

Insider Activity at IPG Photonics

In other news, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of IPG Photonics stock in a transaction dated Tuesday, July 21st. The shares were 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 $682,436,653.73. This trade represents a 0.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Eugene A. Scherbakov sold 1,524 shares of the business’s stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $86.61, for a total transaction of $131,993.64. Following the sale, the director directly owned 48,210 shares of the company’s stock, valued at $4,175,468.10. This represents a 3.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 183,888 shares of company stock valued at $18,254,751 in the last three months. Company insiders own 37.50% of the company’s stock.

IPG Photonics Trading Up 1.7%

Shares of IPGP opened at $76.48 on Thursday. The firm has a market cap of $3.25 billion, a P/E ratio of 117.66, a PEG ratio of 1.99 and a beta of 0.98. IPG Photonics Corporation has a 12 month low of $69.41 and a 12 month high of $155.82. The stock’s 50 day moving average is $91.94 and its two-hundred day moving average is $109.35.

IPG Photonics (NASDAQ:IPGP) last announced its earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.37 by $0.21. IPG Photonics had a return on equity of 3.39% and a net margin of 2.58%.The business had revenue of $278.58 million during the quarter, compared to the consensus estimate of $279.98 million. During the same period in the prior year, the company posted $0.16 EPS. The business’s quarterly revenue was up 11.1% on a year-over-year basis. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. Equities research analysts forecast that IPG Photonics Corporation will post 1.82 EPS for the current year.

Analyst Ratings Changes

IPGP has been the subject of a number of analyst reports. Citigroup decreased their price target on IPG Photonics from $150.00 to $137.00 and set a “buy” rating for the company in a report on Tuesday, August 11th. Roth Capital reiterated a “buy” rating and issued a $151.00 target price on shares of IPG Photonics in a research note on Tuesday, May 19th. Wall Street Zen downgraded shares of IPG Photonics from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Stifel Nicolaus cut their price objective on shares of IPG Photonics from $165.00 to $125.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Finally, Needham & Company LLC upped their price objective on shares of IPG Photonics from $110.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Five research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, IPG Photonics has a consensus rating of “Moderate Buy” and a consensus target price of $142.60.

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.