Flowserve (NYSE:FLS) Issues Earnings Results

Flowserve (NYSE:FLS) released its quarterly earnings results on Thursday. The industrial products company reported $1.11 EPS for the quarter, topping the consensus estimate of $0.94 by $0.17, FiscalAI reports. Flowserve had a return on equity of 21.22% and a net margin of 7.32%.The firm had revenue of $1.22 billion during the quarter, compared to analyst estimates of $1.26 billion. During the same period in the previous year, the company posted $0.70 EPS. The business’s revenue for the quarter was up 3.5% compared to the same quarter last year. Flowserve updated its FY 2026 guidance to 4.000-4.200 EPS.

Flowserve Price Performance

FLS stock traded up $6.56 during mid-day trading on Friday, reaching $85.54. 3,277,325 shares of the company’s stock were exchanged, compared to its average volume of 1,248,961. The company has a debt-to-equity ratio of 0.62, a current ratio of 2.10 and a quick ratio of 1.54. Flowserve has a 12-month low of $37.34 and a 12-month high of $86.29. The stock’s 50 day moving average is $73.90 and its 200 day moving average is $63.13. The company has a market cap of $10.87 billion, a price-to-earnings ratio of 32.65, a price-to-earnings-growth ratio of 1.41 and a beta of 1.29.

Flowserve Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 26th were issued a $0.21 dividend. The ex-dividend date of this dividend was Friday, December 26th. This represents a $0.84 dividend on an annualized basis and a yield of 1.0%. Flowserve’s dividend payout ratio is presently 24.42%.

Key Headlines Impacting Flowserve

Here are the key news stories impacting Flowserve this week:

• Positive Sentiment: Q4 EPS beat and margin improvement: Flowserve reported $1.11 EPS vs. $0.94 consensus and highlighted stronger gross profit and aftermarket bookings (Q4 bookings ~ $1.2B, aftermarket growth +10%). This is the primary driver behind the rally. Article Title
• Positive Sentiment: Raised FY2026 guidance: Management set FY2026 EPS guidance of $4.00–$4.20 (above consensus) and revenue guidance roughly in line with expectations, supporting a re-rating toward growth/value story. Article Title
• Positive Sentiment: Strategic acquisition: Flowserve agreed to buy Trillium Flow Technologies’ valves division (~$490M) to bolster presence in nuclear and power end markets — a bolt-on that can lift long-term aftermarket and margin mix. Article Title
• Neutral Sentiment: Analyst model moves and positive ratings: Several brokers have buy/outperform ratings and price targets in the $73–$87 range; Zacks and others updated near-term estimates (mixed tweaks). These reinforce interest but are not unanimous upgrades. Article Title
• Negative Sentiment: Revenue slightly below consensus and mixed profitability signals: Q4 revenue (~$1.22B) came in a bit under Street estimates and some third‑party summaries flagged GAAP swings and cash‑flow variability, which could keep volatility in the name. Article Title
• Negative Sentiment: Insider sales and mixed institutional flows: Recent disclosed insider selling and large portfolio shifts among institutions were noted by data providers — a potential near‑term headwind for sentiment if selling continues. Article Title

Analyst Ratings Changes

Several brokerages recently weighed in on FLS. Zacks Research downgraded Flowserve from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 21st. Citigroup lifted their target price on shares of Flowserve from $82.00 to $85.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Bank of America reaffirmed a “neutral” rating and issued a $73.00 price target (up previously from $60.00) on shares of Flowserve in a report on Friday, November 14th. Weiss Ratings reissued a “buy (b-)” rating on shares of Flowserve in a research report on Thursday, January 22nd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $83.00 target price on shares of Flowserve in a report on Thursday, January 15th. Nine equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Flowserve has a consensus rating of “Moderate Buy” and a consensus target price of $79.90.

Insider Activity

In related news, insider Lamar L. Duhon sold 1,609 shares of Flowserve stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $69.51, for a total value of $111,841.59. Following the sale, the insider owned 15,116 shares of the company’s stock, valued at approximately $1,050,713.16. This trade represents a 9.62% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.76% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. UBS Group AG raised its holdings in shares of Flowserve by 67.8% during the third quarter. UBS Group AG now owns 4,146,917 shares of the industrial products company’s stock valued at $220,367,000 after acquiring an additional 1,676,284 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Flowserve by 9.9% during the third quarter. AQR Capital Management LLC now owns 3,230,118 shares of the industrial products company’s stock worth $171,648,000 after buying an additional 290,226 shares in the last quarter. Bank of America Corp DE raised its position in shares of Flowserve by 8.7% in the third quarter. Bank of America Corp DE now owns 1,234,696 shares of the industrial products company’s stock valued at $65,612,000 after buying an additional 99,104 shares during the last quarter. Schonfeld Strategic Advisors LLC lifted its stake in shares of Flowserve by 29.5% in the third quarter. Schonfeld Strategic Advisors LLC now owns 991,151 shares of the industrial products company’s stock worth $52,670,000 after buying an additional 225,820 shares in the last quarter. Finally, Merewether Investment Management LP acquired a new position in Flowserve during the second quarter worth about $46,555,000. Institutional investors and hedge funds own 93.93% of the company’s stock.

Flowserve Company Profile

Flowserve Corporation (NYSE: FLS) is a leading provider of fluid motion and control products and services. The company designs, manufactures and services engineered and industrial pumps, mechanical seals, valves and related flow management equipment. Flowserve’s offerings are utilized across a broad spectrum of end markets, including oil and gas, power generation, chemical processing, water management, pharmaceutical and semiconductor manufacturing, as well as mining and general industrial applications.

Flowserve’s product portfolio encompasses a wide range of centrifugal and positive displacement pumps, high-performance control valves, butterfly and ball valves, as well as mechanical seals and seal support systems.