Ingersoll Rand (NYSE:IR) Issues FY 2026 Earnings Guidance

Ingersoll Rand (NYSE:IR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.450-3.570 for the period, compared to the consensus earnings per share estimate of 3.510. The company issued revenue guidance of $7.8 billion-$8.0 billion, compared to the consensus revenue estimate of $7.8 billion.

Ingersoll Rand Stock Performance

Shares of NYSE IR traded down $2.19 during midday trading on Thursday, hitting $94.56. 8,676,995 shares of the company’s stock traded hands, compared to its average volume of 4,393,667. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.51 and a current ratio of 2.16. The stock has a market capitalization of $37.36 billion, a price-to-earnings ratio of 70.04, a price-to-earnings-growth ratio of 6.07 and a beta of 1.32. The firm has a fifty day moving average of $85.13 and a 200 day moving average of $81.29. Ingersoll Rand has a 1 year low of $65.61 and a 1 year high of $100.00.

Ingersoll Rand Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Wednesday, March 4th will be given a dividend of $0.02 per share. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.08 dividend on an annualized basis and a dividend yield of 0.1%. Ingersoll Rand’s payout ratio is presently 5.93%.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Ingersoll Rand in a research report on Monday, December 29th. Citigroup lifted their price objective on Ingersoll Rand from $94.00 to $98.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Robert W. Baird reduced their target price on shares of Ingersoll Rand from $103.00 to $100.00 and set an “outperform” rating for the company in a report on Monday, November 3rd. Zacks Research raised shares of Ingersoll Rand from a “strong sell” rating to a “hold” rating in a report on Friday, December 12th. Finally, Stifel Nicolaus upped their price target on shares of Ingersoll Rand from $81.00 to $87.00 and gave the stock a “hold” rating in a research report on Friday, January 23rd. Four analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $92.13.

Insider Activity at Ingersoll Rand

In related news, CAO Michael J. Scheske sold 1,477 shares of the company’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $80.63, for a total transaction of $119,090.51. Following the completion of the transaction, the chief accounting officer owned 12,153 shares in the company, valued at approximately $979,896.39. This represents a 10.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Vicente Reynal sold 90,281 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $97.92, for a total value of $8,840,315.52. Following the transaction, the insider owned 193,186 shares of the company’s stock, valued at approximately $18,916,773.12. The trade was a 31.85% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 292,477 shares of company stock worth $26,703,912. Company insiders own 0.59% of the company’s stock.

Key Ingersoll Rand News

Here are the key news stories impacting Ingersoll Rand this week:

• Positive Sentiment: Q4 beat on EPS and revenue — Ingersoll Rand reported $0.96 EPS (vs. consensus $0.91) and revenue of ~$2.09B, topping estimates and demonstrating operating strength for the quarter. Ingersoll Rand (IR) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Solid revenue and profit expansion — Total revenue rose ~10% YoY and net income and gross profit increased year‑over‑year, underscoring demand resilience across the portfolio. Ingersoll Rand Inc. (IR) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: FY‑2026 guidance issued — Management set EPS guidance of $3.450–3.570 and revenue guidance of $7.8–8.0B, roughly in line with Street expectations (consensus ~3.51 EPS). The range gives visibility but leaves limited upside to estimates.
• Neutral Sentiment: Regular quarterly dividend declared — Board approved a $0.02 quarterly dividend (payable March 26), a token yield that signals capital return but is immaterial to income investors. Ingersoll Rand Declares Regular Quarterly Cash Dividend
• Negative Sentiment: Cash flow and balance‑sheet trends were weaker — Operating cash flow declined year‑over‑year, cash balances fell (~19% YoY) and total liabilities increased, which could concern investors focused on free cash flow and leverage. Ingersoll Rand Inc. (IR) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: Insider selling and valuation — Recent insider sales (multiple executives) and a relatively rich P/E increase sensitivity to any slowdown or guidance disappointment. Ingersoll Rand Inc. (IR) Stock Rises on Q4 2025 Earnings

Hedge Funds Weigh In On Ingersoll Rand

Large investors have recently modified their holdings of the stock. Osterweis Capital Management Inc. lifted its position in Ingersoll Rand by 6,210.0% in the second quarter. Osterweis Capital Management Inc. now owns 631 shares of the industrial products company’s stock worth $52,000 after buying an additional 621 shares during the last quarter. Geneos Wealth Management Inc. raised its stake in shares of Ingersoll Rand by 50.0% in the second quarter. Geneos Wealth Management Inc. now owns 1,038 shares of the industrial products company’s stock valued at $86,000 after acquiring an additional 346 shares during the period. MUFG Securities EMEA plc bought a new stake in shares of Ingersoll Rand in the 2nd quarter worth about $99,000. Los Angeles Capital Management LLC purchased a new position in shares of Ingersoll Rand during the 4th quarter worth about $140,000. Finally, Advisory Services Network LLC purchased a new position in shares of Ingersoll Rand during the 3rd quarter worth about $155,000. Institutional investors own 95.27% of the company’s stock.

About Ingersoll Rand

Ingersoll Rand is a diversified industrial company that designs, manufactures and services a wide range of equipment and technologies for commercial, industrial and OEM customers. Its product portfolio includes air compressors and compressed air systems, pneumatic and cordless power tools, material handling and lifting equipment, fluid transfer and pumping solutions, and associated aftermarket parts and service offerings. The company’s products support applications across manufacturing, construction, transportation, oil and gas, mining and general industrial markets.

Ingersoll Rand sells through a combination of direct sales, distributor networks and service channels, delivering both capital equipment and recurring aftermarket revenue from parts, maintenance and service contracts.