Xylem Inc. $XYL is Impax Asset Management Group plc’s 3rd Largest Position

Impax Asset Management Group plc lowered its position in Xylem Inc. (NYSE:XYL) by 3.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,318,101 shares of the industrial products company’s stock after selling 181,587 shares during the quarter. Xylem makes up approximately 4.6% of Impax Asset Management Group plc’s holdings, making the stock its 3rd biggest position. Impax Asset Management Group plc owned about 2.18% of Xylem worth $782,910,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. AQR Capital Management LLC increased its holdings in Xylem by 14.4% in the first quarter. AQR Capital Management LLC now owns 30,955 shares of the industrial products company’s stock worth $3,645,000 after buying an additional 3,900 shares during the last quarter. NewEdge Advisors LLC lifted its stake in shares of Xylem by 3.3% in the 1st quarter. NewEdge Advisors LLC now owns 4,151 shares of the industrial products company’s stock valued at $496,000 after purchasing an additional 132 shares during the last quarter. Empowered Funds LLC lifted its position in shares of Xylem by 56.1% in the first quarter. Empowered Funds LLC now owns 8,678 shares of the industrial products company’s stock worth $1,037,000 after buying an additional 3,120 shares during the last quarter. Callan Family Office LLC bought a new stake in Xylem during the second quarter worth approximately $652,000. Finally, Fifth Third Wealth Advisors LLC boosted its holdings in shares of Xylem by 12.2% during the 2nd quarter. Fifth Third Wealth Advisors LLC now owns 2,476 shares of the industrial products company’s stock worth $320,000 after buying an additional 270 shares during the period. 87.96% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on XYL. Robert W. Baird set a $178.00 target price on Xylem in a research note on Wednesday, October 29th. TD Cowen reissued a “hold” rating on shares of Xylem in a report on Friday, December 5th. Barclays dropped their price objective on shares of Xylem from $172.00 to $166.00 and set an “overweight” rating for the company in a research note on Wednesday, January 7th. Royal Bank Of Canada lifted their target price on shares of Xylem from $169.00 to $176.00 and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Finally, Wall Street Zen downgraded Xylem from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $165.80.

Xylem Price Performance

NYSE:XYL opened at $129.17 on Wednesday. The company has a quick ratio of 1.50, a current ratio of 1.96 and a debt-to-equity ratio of 0.17. The firm has a market cap of $31.45 billion, a PE ratio of 33.21, a price-to-earnings-growth ratio of 1.99 and a beta of 1.17. Xylem Inc. has a 12 month low of $100.47 and a 12 month high of $154.27. The company’s 50-day moving average price is $139.27 and its two-hundred day moving average price is $142.22.

Xylem (NYSE:XYL) last posted its quarterly earnings data on Tuesday, February 10th. The industrial products company reported $1.42 earnings per share for the quarter, hitting the consensus estimate of $1.42. The company had revenue of $2.40 billion during the quarter, compared to analyst estimates of $2.37 billion. Xylem had a net margin of 10.66% and a return on equity of 10.77%. The company’s revenue was up 6.3% on a year-over-year basis. During the same quarter last year, the business posted $1.18 earnings per share. Xylem has set its FY 2026 guidance at 5.350-5.560 EPS. On average, equities analysts anticipate that Xylem Inc. will post 4.65 EPS for the current fiscal year.

Xylem Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Tuesday, February 24th will be given a $0.43 dividend. This represents a $1.72 annualized dividend and a yield of 1.3%. The ex-dividend date is Tuesday, February 24th. This is a positive change from Xylem’s previous quarterly dividend of $0.40. Xylem’s dividend payout ratio is presently 41.13%.

More Xylem News

Here are the key news stories impacting Xylem this week:

• Positive Sentiment: Q4 results showed underlying operational strength — adjusted EPS rose year-over-year and the company reported revenue of $2.40B, slightly above estimates; management cited strong execution and productivity gains. BusinessWire: Q4 & Full-Year 2025 Results
• Positive Sentiment: Xylem raised its quarterly dividend 7.5% to $0.43 (annualized yield ~1.3%), signaling confidence in cash flow and returning capital to shareholders.
• Neutral Sentiment: The company issued FY‑2026 EPS guidance of $5.35–$5.56 which roughly brackets consensus; that EPS range is close to expectations but carries some execution risk. (See press release/slides for detail.) FY‑2026 Guidance Slide Deck
• Neutral Sentiment: Earnings matched EPS estimates ($1.42) and revenue slightly beat consensus; detailed call transcript and analyst breakdowns are available for investors parsing margin drivers and regional trends. Earnings Call Transcript
• Negative Sentiment: Revenue guidance was trimmed versus consensus — the company guided $9.1–$9.2B for FY‑2026 vs. Street ~ $9.3B, which created disappointment on growth outlook and pressured the stock.
• Negative Sentiment: Short interest spiked ~47% in January to ~4.17M shares (about 1.7% of float), increasing bearish positioning and likely amplifying downward moves during today’s heavy trading volume.

Xylem Company Profile

Xylem Inc (NYSE: XYL) is a global water technology company that designs, manufactures and services engineered systems and equipment for the transport, treatment, testing and efficient use of water. Its product portfolio spans pumps and pumping systems, valves, filtration and disinfection equipment, sensors and analytical instruments, and digital solutions for monitoring and control of water infrastructure. Xylem serves the full water cycle with offerings for water and wastewater utilities, industrial customers, commercial and residential buildings, and agricultural applications.

The company was established as an independent publicly traded company in 2011 following a corporate spin-off from ITT Corporation and is headquartered in Rye Brook, New York.