Seaport Res Ptn Has Bearish Outlook for APD FY2025 Earnings

Air Products and Chemicals, Inc. (NYSE:APD) – Stock analysts at Seaport Res Ptn lowered their FY2025 EPS estimates for shares of Air Products and Chemicals in a report issued on Friday, July 18th. Seaport Res Ptn analyst M. Harrison now forecasts that the basic materials company will earn $11.91 per share for the year, down from their previous estimate of $11.96. The consensus estimate for Air Products and Chemicals’ current full-year earnings is $12.69 per share. Seaport Res Ptn also issued estimates for Air Products and Chemicals’ Q4 2025 earnings at $3.40 EPS and FY2026 earnings at $12.87 EPS.

Air Products and Chemicals (NYSE:APD) last announced its earnings results on Thursday, May 1st. The basic materials company reported $2.69 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.83 by ($0.14). The firm had revenue of $2.92 billion for the quarter, compared to analyst estimates of $2.94 billion. Air Products and Chemicals had a net margin of 12.76% and a return on equity of 15.48%. Air Products and Chemicals’s revenue for the quarter was down .5% compared to the same quarter last year. During the same period last year, the firm earned $2.85 earnings per share.

A number of other brokerages also recently commented on APD. Bank of America downgraded shares of Air Products and Chemicals from a “neutral” rating to an “underperform” rating and lowered their price objective for the company from $330.00 to $282.00 in a research report on Tuesday, April 15th. UBS Group upped their price target on shares of Air Products and Chemicals from $328.00 to $344.00 and gave the stock a “buy” rating in a research note on Wednesday, July 9th. Barclays reduced their price objective on Air Products and Chemicals from $355.00 to $325.00 and set an “overweight” rating for the company in a research report on Friday, May 2nd. Royal Bank Of Canada began coverage on Air Products and Chemicals in a report on Friday, June 13th. They issued an “outperform” rating and a $355.00 price objective on the stock. Finally, Mizuho lifted their target price on shares of Air Products and Chemicals from $310.00 to $325.00 and gave the company an “outperform” rating in a research note on Tuesday, July 15th. Two analysts have rated the stock with a sell rating, five have assigned a hold rating, eleven have assigned a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $331.53.

Air Products and Chemicals Trading Up 0.6%

NYSE:APD opened at $295.23 on Monday. The stock has a market cap of $65.70 billion, a PE ratio of 42.91, a price-to-earnings-growth ratio of 5.66 and a beta of 0.85. Air Products and Chemicals has a fifty-two week low of $243.69 and a fifty-two week high of $341.14. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.00 and a quick ratio of 0.85. The stock’s 50-day moving average is $281.02 and its two-hundred day moving average is $290.26.

Institutional Investors Weigh In On Air Products and Chemicals

Hedge funds have recently modified their holdings of the business. Baker Avenue Asset Management LP grew its position in Air Products and Chemicals by 2.3% in the 4th quarter. Baker Avenue Asset Management LP now owns 1,540 shares of the basic materials company’s stock worth $447,000 after purchasing an additional 34 shares during the last quarter. Hamilton Capital LLC grew its position in Air Products and Chemicals by 1.5% during the first quarter. Hamilton Capital LLC now owns 2,594 shares of the basic materials company’s stock worth $765,000 after buying an additional 38 shares in the last quarter. DB Fitzpatrick & Co Inc increased its stake in Air Products and Chemicals by 1.0% during the second quarter. DB Fitzpatrick & Co Inc now owns 3,860 shares of the basic materials company’s stock valued at $1,089,000 after acquiring an additional 38 shares during the period. West Branch Capital LLC raised its holdings in Air Products and Chemicals by 10.2% in the 1st quarter. West Branch Capital LLC now owns 421 shares of the basic materials company’s stock valued at $124,000 after acquiring an additional 39 shares in the last quarter. Finally, Kathmere Capital Management LLC lifted its position in shares of Air Products and Chemicals by 2.6% in the 1st quarter. Kathmere Capital Management LLC now owns 1,541 shares of the basic materials company’s stock worth $454,000 after acquiring an additional 39 shares during the period. 81.66% of the stock is owned by institutional investors.

Air Products and Chemicals Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, November 10th. Shareholders of record on Wednesday, October 1st will be given a $1.79 dividend. This represents a $7.16 annualized dividend and a yield of 2.43%. Air Products and Chemicals’s dividend payout ratio is currently 104.07%.

About Air Products and Chemicals

Air Products and Chemicals, Inc provides atmospheric gases, process and specialty gases, equipment, and related services in the Americas, Asia, Europe, the Middle East, India, and internationally. The company produces atmospheric gases, including oxygen, nitrogen, and argon; process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, and syngas; and specialty gases for customers in various industries, including refining, chemical, manufacturing, electronics, energy production, medical, food, and metals.