Polar Asset Management Partners Inc. Increases Stock Holdings in IPG Photonics Corporation $IPGP

Polar Asset Management Partners Inc. raised its position in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 27.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 79,721 shares of the semiconductor company’s stock after purchasing an additional 17,132 shares during the quarter. Polar Asset Management Partners Inc.’s holdings in IPG Photonics were worth $6,313,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Lazard Asset Management LLC lifted its stake in shares of IPG Photonics by 81.3% in the 2nd quarter. Lazard Asset Management LLC now owns 1,899,461 shares of the semiconductor company’s stock worth $130,397,000 after purchasing an additional 851,869 shares during the period. Dimensional Fund Advisors LP grew its position in IPG Photonics by 4.1% during the third quarter. Dimensional Fund Advisors LP now owns 1,755,864 shares of the semiconductor company’s stock valued at $139,045,000 after buying an additional 68,366 shares during the period. AQR Capital Management LLC increased its holdings in IPG Photonics by 53.7% during the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock valued at $67,101,000 after buying an additional 341,773 shares during the last quarter. M&G PLC increased its holdings in IPG Photonics by 6.2% during the third quarter. M&G PLC now owns 637,356 shares of the semiconductor company’s stock valued at $50,351,000 after buying an additional 37,336 shares during the last quarter. Finally, Norges Bank bought a new position in IPG Photonics in the second quarter worth approximately $16,671,000. Hedge funds and other institutional investors own 93.79% of the company’s stock.

IPG Photonics Price Performance

Shares of NASDAQ:IPGP opened at $116.61 on Thursday. The company has a market capitalization of $4.92 billion, a P/E ratio of 157.58, a P/E/G ratio of 2.83 and a beta of 0.95. IPG Photonics Corporation has a 1-year low of $48.59 and a 1-year high of $155.82. The firm’s 50 day simple moving average is $109.70 and its two-hundred day simple moving average is $91.08.

IPG Photonics (NASDAQ:IPGP) last announced its quarterly earnings data on Thursday, February 12th. The semiconductor company reported $0.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.21. The firm had revenue of $274.47 million during the quarter, compared to analysts’ expectations of $249.58 million. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. The company’s revenue for the quarter was up 17.2% compared to the same quarter last year. During the same period in the prior year, the company posted $0.18 earnings per share. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. On average, sell-side analysts anticipate that IPG Photonics Corporation will post 1.54 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, major shareholder Fibre Devices Ltd Ip sold 13,381 shares of the stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $81.52, for a total transaction of $1,090,819.12. Following the completion of the sale, the insider owned 6,593,169 shares in the company, valued at approximately $537,475,136.88. This trade represents a 0.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Mary E. Buttarazzi sold 500 shares of IPG Photonics stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $116.22, for a total value of $58,110.00. Following the sale, the chief accounting officer directly owned 4,749 shares in the company, valued at $551,928.78. This trade represents a 9.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 201,484 shares of company stock worth $15,646,382 in the last three months. 39.50% of the stock is owned by company insiders.

Analyst Ratings Changes

IPGP has been the topic of several analyst reports. Stifel Nicolaus lifted their price target on shares of IPG Photonics from $92.00 to $165.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Zacks Research upgraded IPG Photonics from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 15th. Benchmark reaffirmed a “hold” rating on shares of IPG Photonics in a report on Wednesday, December 10th. Roth Mkm lifted their target price on IPG Photonics from $105.00 to $110.00 and gave the company a “buy” rating in a research report on Tuesday, February 3rd. Finally, Raymond James Financial lowered IPG Photonics from a “strong-buy” rating to an “outperform” rating and boosted their price target for the company from $97.00 to $180.00 in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $131.40.

IPG Photonics Company Profile

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.