Guinness Asset Management LTD Acquires 3,514 Shares of Illinois Tool Works Inc. $ITW

Guinness Asset Management LTD boosted its position in shares of Illinois Tool Works Inc. (NYSE:ITW) by 0.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 838,582 shares of the industrial products company’s stock after buying an additional 3,514 shares during the quarter. Illinois Tool Works makes up approximately 3.5% of Guinness Asset Management LTD’s holdings, making the stock its 16th largest holding. Guinness Asset Management LTD owned about 0.29% of Illinois Tool Works worth $219,189,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Brighton Jones LLC boosted its holdings in Illinois Tool Works by 5.3% during the fourth quarter. Brighton Jones LLC now owns 5,519 shares of the industrial products company’s stock worth $1,399,000 after buying an additional 277 shares during the last quarter. Bison Wealth LLC boosted its stake in Illinois Tool Works by 2.3% during the 4th quarter. Bison Wealth LLC now owns 3,555 shares of the industrial products company’s stock worth $901,000 after acquiring an additional 81 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Illinois Tool Works by 20.6% during the second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the industrial products company’s stock valued at $257,000 after purchasing an additional 177 shares during the period. Belpointe Asset Management LLC increased its stake in Illinois Tool Works by 10.2% in the second quarter. Belpointe Asset Management LLC now owns 3,724 shares of the industrial products company’s stock valued at $921,000 after purchasing an additional 346 shares in the last quarter. Finally, Shell Asset Management Co. raised its holdings in Illinois Tool Works by 76.9% in the second quarter. Shell Asset Management Co. now owns 6,747 shares of the industrial products company’s stock worth $1,668,000 after purchasing an additional 2,932 shares during the period. 79.77% of the stock is currently owned by institutional investors.

Key Stories Impacting Illinois Tool Works

Here are the key news stories impacting Illinois Tool Works this week:

• Positive Sentiment: Reported Q4 results beat estimates: EPS $2.72 vs. $2.69 and revenue $4.09B (up ~4% YoY); company reiterated strong margins and set FY2026 guidance of $11.00–$11.40, supporting earnings momentum. ITW Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management and analysts point to FY2026 targets around ~$11.20 EPS and a targeted ~100 bps margin expansion driven by pricing, cost initiatives (CBI) and enterprise programs — a clear catalyst for multiple expansion if delivered. ITW targets $11.20 EPS and 100 bps margin expansion for 2026
• Positive Sentiment: Q4 sales topped estimates, reinforcing the revenue beat and suggesting demand resilience across end markets. Illinois Tool Works’s Q4 CY2025 Sales Top Estimates
• Positive Sentiment: Beat/guide news pushed the stock to a new 52‑week high shortly after results, signaling strong investor reception to the numbers and outlook. Illinois Tool Works Reaches New 52-Week High Following Earnings Beat
• Positive Sentiment: Company benefited from strong auto‑parts demand this quarter — a near‑term growth driver cited in coverage of the print. Illinois Tool Works beats quarterly profit estimates on strong auto parts demand
• Neutral Sentiment: Analyst and market pieces provide context and detailed materials for the quarter (earnings preview, slides, transcript) useful for assessing execution risk vs. guidance. ITW Q4 Earnings Report Preview
• Neutral Sentiment: Earnings call presentation and transcript are available for deeper read on segment trends, buybacks/dividends and margin drivers. Useful for confirming management’s execution plan. ITW 2025 Q4 Earnings Call Presentation
• Positive Sentiment: Dividend strength and valuation writeups point to shareholder return resilience, which can support the equity at current yields if cash flow remains robust. Illinois Tool Works Results Highlight Dividend Strength And Valuation Opportunity
• Negative Sentiment: Truist raised its price target to $280 but kept a “hold” rating, implying limited near‑term upside; that stance, plus a small target gap vs. the current market price, could cap momentum for some investors. Truist Raises Price Target on Illinois Tool Works to $280
• Positive Sentiment: JPMorgan raised its PT to $310 and maintained an overweight rating — a bullish analyst vote that could attract buyers if the shares revisit the guidance story. JPMorgan Adjusts Price Target on Illinois Tool Works to $310

Analysts Set New Price Targets

ITW has been the subject of a number of recent analyst reports. Wolfe Research upped their price objective on shares of Illinois Tool Works from $264.00 to $278.00 and gave the company an “underperform” rating in a research report on Thursday, January 15th. Robert W. Baird set a $278.00 price target on Illinois Tool Works in a research report on Wednesday. Barclays boosted their price objective on Illinois Tool Works from $243.00 to $244.00 and gave the company an “underweight” rating in a research report on Monday, October 27th. Truist Financial lifted their price target on shares of Illinois Tool Works from $275.00 to $280.00 and gave the company a “hold” rating in a research note on Wednesday. Finally, UBS Group reissued a “neutral” rating and set a $285.00 price objective on shares of Illinois Tool Works in a research report on Wednesday. Two investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, Illinois Tool Works has an average rating of “Reduce” and a consensus target price of $270.69.

Illinois Tool Works Stock Performance

Shares of NYSE ITW opened at $288.20 on Friday. Illinois Tool Works Inc. has a 52 week low of $214.66 and a 52 week high of $293.83. The stock has a market capitalization of $83.61 billion, a PE ratio of 27.47, a price-to-earnings-growth ratio of 15.51 and a beta of 1.15. The company has a debt-to-equity ratio of 2.07, a quick ratio of 1.11 and a current ratio of 1.21. The stock has a 50 day moving average price of $255.92 and a 200 day moving average price of $255.59.

Illinois Tool Works (NYSE:ITW) last announced its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.69 by $0.03. The company had revenue of $4.09 billion during the quarter, compared to the consensus estimate of $4.07 billion. Illinois Tool Works had a net margin of 19.11% and a return on equity of 95.16%. The company’s quarterly revenue was up 4.1% on a year-over-year basis. During the same quarter last year, the firm posted $2.54 EPS. Illinois Tool Works has set its FY 2026 guidance at 11.000-11.400 EPS. Analysts predict that Illinois Tool Works Inc. will post 10.39 earnings per share for the current fiscal year.

Illinois Tool Works Profile

Illinois Tool Works Inc (ITW) is a diversified industrial manufacturer that designs and produces a broad array of engineered products, consumables and related service solutions for industrial customers. Its offerings span engineered fastening systems, specialty components, industrial equipment, welding products, foodservice and packaging equipment, adhesives and polymer products, and test-and-measurement technologies. These products are used as critical inputs by customers across automotive, construction, electronics, foodservice, maintenance and other industrial end markets.

The company operates a decentralized business model in which independently managed businesses focus on niche product lines and close customer relationships.