First Eagle Investment Management LLC Sells 1,254,468 Shares of IPG Photonics Corporation $IPGP

First Eagle Investment Management LLC lowered its position in IPG Photonics Corporation (NASDAQ:IPGP) by 27.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,338,881 shares of the semiconductor company’s stock after selling 1,254,468 shares during the period. First Eagle Investment Management LLC owned approximately 0.08% of IPG Photonics worth $391,718,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of IPGP. California State Teachers Retirement System raised its holdings in shares of IPG Photonics by 12,027.2% in the second quarter. California State Teachers Retirement System now owns 3,607,121 shares of the semiconductor company’s stock worth $423,187,000 after buying an additional 3,577,377 shares during the period. Oakmont Investment Advisors Inc. purchased a new position in IPG Photonics during the 2nd quarter valued at $991,000. Nykredit A S purchased a new position in IPG Photonics during the 2nd quarter valued at $169,000. Kerrisdale Advisers LLC grew its position in IPG Photonics by 76.8% in the 2nd quarter. Kerrisdale Advisers LLC now owns 41,450 shares of the semiconductor company’s stock valued at $4,863,000 after acquiring an additional 18,010 shares during the last quarter. Finally, Benjamin Edwards Inc. grew its position in IPG Photonics by 19.6% in the 2nd quarter. Benjamin Edwards Inc. now owns 3,006 shares of the semiconductor company’s stock valued at $353,000 after acquiring an additional 493 shares during the last quarter. Hedge funds and other institutional investors own 93.79% of the company’s stock.

Insider Transactions at IPG Photonics

In other news, major shareholder Valentin Gapontsev Trust I sold 9,306 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $75.95, for a total transaction of $706,790.70. Following the transaction, the insider owned 6,642,886 shares in the company, valued at approximately $504,527,191.70. This trade represents a 0.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Fibre Devices Ltd Ip sold 18,111 shares of IPG Photonics stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $96.12, for a total value of $1,740,829.32. Following the completion of the sale, the insider owned 6,405,989 shares of the company’s stock, valued at $615,743,662.68. The trade was a 0.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 211,285 shares of company stock valued at $20,320,899 over the last 90 days. 37.50% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have weighed in on IPGP shares. 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. Needham & Company LLC boosted their target price on shares of IPG Photonics from $110.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a report on Wednesday, June 24th. Finally, Citigroup reduced their price target on shares of IPG Photonics from $150.00 to $137.00 and set a “buy” rating on the stock in a research note on Tuesday, August 11th. Five research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $142.60.

IPG Photonics Stock Performance

Shares of NASDAQ IPGP opened at $78.00 on Monday. The firm has a market capitalization of $3.32 billion, a price-to-earnings ratio of 120.00, a PEG ratio of 2.01 and a beta of 0.98. The stock has a 50 day moving average price of $90.68 and a 200 day moving average price of $108.27. IPG Photonics Corporation has a 52-week low of $69.41 and a 52-week high of $155.82.

IPG Photonics (NASDAQ:IPGP) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.37 by $0.21. The company had revenue of $278.58 million for the quarter, compared to analysts’ expectations of $279.98 million. IPG Photonics had a return on equity of 3.39% and a net margin of 2.58%.IPG Photonics’s revenue was up 11.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.16 earnings per share. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. Analysts forecast that IPG Photonics Corporation will post 1.87 earnings per share for the current year.

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.