Air Products and Chemicals, Inc. $APD Stock Acquired by StoneX Group Inc.

StoneX Group Inc. increased its holdings in Air Products and Chemicals, Inc. (NYSE:APD) by 298.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,214 shares of the basic materials company’s stock after purchasing an additional 4,654 shares during the period. StoneX Group Inc.’s holdings in Air Products and Chemicals were worth $1,901,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in APD. S&CO Inc. bought a new position in shares of Air Products and Chemicals during the second quarter valued at $27,733,000. Park National Corp OH grew its holdings in shares of Air Products and Chemicals by 66.7% in the 3rd quarter. Park National Corp OH now owns 24,538 shares of the basic materials company’s stock worth $6,761,000 after purchasing an additional 9,817 shares during the last quarter. Neville Rodie & Shaw Inc. grew its holdings in shares of Air Products and Chemicals by 1,457.1% in the 3rd quarter. Neville Rodie & Shaw Inc. now owns 28,806 shares of the basic materials company’s stock worth $7,851,000 after purchasing an additional 26,956 shares during the last quarter. Robertson Stephens Wealth Management LLC increased its position in shares of Air Products and Chemicals by 1,352.9% during the 3rd quarter. Robertson Stephens Wealth Management LLC now owns 13,309 shares of the basic materials company’s stock worth $3,627,000 after purchasing an additional 12,393 shares in the last quarter. Finally, NewEdge Advisors LLC lifted its holdings in Air Products and Chemicals by 26.7% during the 1st quarter. NewEdge Advisors LLC now owns 57,052 shares of the basic materials company’s stock valued at $16,573,000 after purchasing an additional 12,020 shares during the last quarter. Institutional investors own 81.66% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on APD. Royal Bank Of Canada boosted their price target on shares of Air Products and Chemicals from $346.00 to $359.00 and gave the company an “outperform” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $320.00 price objective on shares of Air Products and Chemicals in a report on Monday, August 3rd. Morgan Stanley set a $320.00 target price on shares of Air Products and Chemicals in a research note on Monday, August 3rd. Sanford C. Bernstein reiterated an “outperform” rating and issued a $373.00 target price on shares of Air Products and Chemicals in a research note on Friday, July 31st. Finally, Wells Fargo & Company boosted their target price on Air Products and Chemicals from $340.00 to $350.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $334.24.

Air Products and Chemicals Stock Performance

APD stock opened at $304.61 on Monday. The company has a 50 day moving average price of $294.94 and a 200 day moving average price of $290.92. Air Products and Chemicals, Inc. has a fifty-two week low of $229.11 and a fifty-two week high of $324.00. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.07 and a quick ratio of 0.91. The stock has a market capitalization of $67.83 billion, a PE ratio of 127.99, a price-to-earnings-growth ratio of 2.89 and a beta of 0.67.

Air Products and Chemicals (NYSE:APD) last released its earnings results on Thursday, November 5th. The basic materials company reported $3.61 EPS for the quarter, meeting the consensus estimate of $3.61. The company had revenue of $3.56 billion during the quarter, compared to analysts’ expectations of $3.33 billion. Air Products and Chemicals had a return on equity of 17.19% and a net margin of 4.10%. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period last year, the firm earned $3.39 EPS. Analysts forecast that Air Products and Chemicals, Inc. will post 14.32 EPS for the current year.

Air Products and Chemicals Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, February 8th. Investors of record on Monday, January 4th will be issued a $1.81 dividend. The ex-dividend date is Monday, January 4th. This represents a $7.24 annualized dividend and a yield of 2.4%. Air Products and Chemicals’s dividend payout ratio (DPR) is currently 304.20%.

Air Products and Chemicals News Summary

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

• Positive Sentiment: Fiscal Q4 adjusted EPS of $3.61 met consensus, while revenue rose 12.3% year over year to $3.56 billion, above estimates. The company also reported 12% growth in full-year adjusted EPS, reduced capital spending, and more than $2 billion in new electronics wins. Air Products fiscal 2026 results and guidance
• Positive Sentiment: Air Products forecast fiscal 2027 adjusted EPS of $14.15–$14.50, above its fiscal 2026 result of $13.45, indicating continued expected earnings growth.
• Positive Sentiment: RBC raised its price target to $359 and maintained an Outperform rating; Mizuho also raised its target, to $360, and kept an Outperform rating. RBC raises price target
• Neutral Sentiment: Barclays lowered its target to $346 from $353 but retained an Overweight rating, leaving its view positive while signaling a slightly reduced valuation outlook. Barclays recommendations
• Negative Sentiment: Reported GAAP results were weighed down by significant charges tied mainly to exiting two China coal-gasification projects. Full-year GAAP EPS was $2.39, far below adjusted EPS of $13.45, highlighting execution and project-related risks despite stronger core performance.

About Air Products and Chemicals