Jefferies Financial Group Boosts PPG Industries (NYSE:PPG) Price Target to $125.00

PPG Industries (NYSE:PPG) had its target price upped by Jefferies Financial Group from $115.00 to $125.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “hold” rating on the specialty chemicals company’s stock. Jefferies Financial Group’s price target indicates a potential upside of 7.72% from the company’s previous close.

Other equities research analysts have also recently issued research reports about the stock. BNP Paribas Exane decreased their target price on shares of PPG Industries from $113.00 to $112.00 and set a “neutral” rating for the company in a research report on Wednesday, January 14th. Bank of America lowered their price objective on PPG Industries from $118.00 to $116.00 and set a “neutral” rating for the company in a research report on Thursday, January 8th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of PPG Industries in a research report on Friday, October 31st. Evercore ISI lowered their price target on PPG Industries from $145.00 to $112.00 and set an “in-line” rating for the company in a report on Tuesday, November 11th. Finally, UBS Group cut their price objective on shares of PPG Industries from $115.00 to $110.00 and set a “neutral” rating on the stock in a report on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $123.33.

PPG Industries Trading Up 1.8%

PPG stock traded up $2.08 during mid-day trading on Thursday, reaching $116.04. 1,258,153 shares of the stock traded hands, compared to its average volume of 2,250,837. PPG Industries has a one year low of $90.24 and a one year high of $123.30. The stock has a market capitalization of $26.04 billion, a PE ratio of 26.26, a PEG ratio of 3.23 and a beta of 1.17. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.08 and a current ratio of 1.47. The business has a 50-day moving average price of $104.38 and a two-hundred day moving average price of $105.51.

PPG Industries (NYSE:PPG) last announced its quarterly earnings data on Tuesday, January 27th. The specialty chemicals company reported $1.51 earnings per share for the quarter, missing analysts’ consensus estimates of $1.57 by ($0.06). The company had revenue of $3.91 billion for the quarter, compared to the consensus estimate of $3.77 billion. PPG Industries had a net margin of 9.93% and a return on equity of 22.67%. The company’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.61 EPS. PPG Industries has set its FY 2026 guidance at 7.700-8.100 EPS. Equities research analysts expect that PPG Industries will post 7.95 EPS for the current year.

Insider Buying and Selling at PPG Industries

In other PPG Industries news, CFO Vincent J. Morales sold 5,200 shares of PPG Industries stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $110.00, for a total transaction of $572,000.00. Following the sale, the chief financial officer owned 28,439 shares of the company’s stock, valued at $3,128,290. The trade was a 15.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.33% of the stock is currently owned by company insiders.

Institutional Trading of PPG Industries

Several hedge funds have recently made changes to their positions in PPG. UBS Group AG grew its position in PPG Industries by 15.0% in the fourth quarter. UBS Group AG now owns 1,172,231 shares of the specialty chemicals company’s stock worth $120,107,000 after acquiring an additional 152,779 shares during the period. Mattern Capital Management LLC lifted its stake in shares of PPG Industries by 10.3% in the 4th quarter. Mattern Capital Management LLC now owns 80,617 shares of the specialty chemicals company’s stock valued at $8,260,000 after purchasing an additional 7,498 shares during the last quarter. Concurrent Investment Advisors LLC grew its holdings in shares of PPG Industries by 1.8% during the 4th quarter. Concurrent Investment Advisors LLC now owns 5,313 shares of the specialty chemicals company’s stock worth $544,000 after purchasing an additional 95 shares during the period. NBC Securities Inc. raised its holdings in PPG Industries by 8.2% in the 4th quarter. NBC Securities Inc. now owns 1,640 shares of the specialty chemicals company’s stock valued at $168,000 after buying an additional 124 shares during the period. Finally, Nvest Wealth Strategies Inc. purchased a new position in PPG Industries during the fourth quarter worth about $505,000. Hedge funds and other institutional investors own 81.86% of the company’s stock.

Key Stories Impacting PPG Industries

Here are the key news stories impacting PPG Industries this week:

• Positive Sentiment: Multiple analyst upgrades and higher price targets support upside potential — Wells Fargo raised its target to $135 and kept an “overweight” rating (big upside vs. the current price), and Mizuho raised its target to $125 with an “outperform” rating. Article Title
• Positive Sentiment: Revenue beat and sales growth: PPG reported Q4 revenue of $3.91B, up ~5% year‑over‑year and ahead of estimates — a sign demand/pricing held up across coating segments. Article Title
• Positive Sentiment: Cash flow strength: operating cash from operations rose sharply y/y (reported ~ $685M), which supports balance sheet flexibility and buybacks/dividends. Article Title
• Neutral Sentiment: Analyst coverage & education pieces (Zacks, Seeking Alpha) discuss PPG as a value/earnings‑setup name; useful context for long‑term investors but not immediate catalysts. Article Title
• Neutral Sentiment: Company materials: the Q4 earnings call transcript and slide deck are available for deeper read on segment detail and management commentary. Article Title
• Negative Sentiment: EPS miss and weaker profitability metrics: Q4 EPS missed consensus ($1.51 reported vs. $1.57 expected) and disclosure of lower operating profit / net income pressures sentiment. Article Title
• Negative Sentiment: FY‑2026 guidance came in at $7.70–$8.10 EPS, slightly below the Street (~8.06), which tempers near‑term upside and explains some analyst caution. Article Title
• Negative Sentiment: Regional/market softness flagged by management (soft European and industrial markets) and press coverage amplified downside risk for cyclically sensitive end markets. Article Title
• Negative Sentiment: RBC raised its target to $115 but kept a “sector perform” rating — the target sits at/just below the current price, signaling limited near‑term upside from that shop. Article Title

About PPG Industries

PPG Industries is a global supplier of paints, coatings and specialty materials that serves industrial, transportation, consumer and construction markets. Founded in 1883 as the Pittsburgh Plate Glass Company, PPG has evolved from its origins in glass manufacturing into a diversified coatings and materials company headquartered in Pittsburgh, Pennsylvania. The company develops and manufactures a broad array of products used to protect and enhance surfaces, from consumer paints to highly engineered coatings for demanding industrial applications.

PPG’s product portfolio includes architectural and decorative paints, automotive original equipment and refinish coatings, industrial coatings for machinery and equipment, protective and marine coatings, aerospace and defense coatings, and packaging coatings and materials.