Air Products and Chemicals (NYSE:APD) Upgraded by Wall Street Zen to “Hold” Rating

Air Products and Chemicals (NYSE:APD) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a report issued on Saturday.

Several other equities analysts have also weighed in on the stock. Deutsche Bank Aktiengesellschaft set a $255.00 price target on shares of Air Products and Chemicals in a research report on Wednesday, December 10th. Evercore ISI decreased their price target on shares of Air Products and Chemicals from $375.00 to $325.00 and set an “outperform” rating for the company in a research note on Tuesday, November 11th. Citigroup lifted their price target on shares of Air Products and Chemicals from $245.00 to $272.00 and gave the stock a “neutral” rating in a report on Wednesday, January 21st. Weiss Ratings reissued a “sell (d+)” rating on shares of Air Products and Chemicals in a report on Monday, December 29th. Finally, UBS Group lowered Air Products and Chemicals from a “buy” rating to a “neutral” rating and lowered their target price for the company from $310.00 to $250.00 in a research note on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $288.00.

Air Products and Chemicals Price Performance

APD opened at $272.56 on Friday. Air Products and Chemicals has a 1 year low of $229.11 and a 1 year high of $341.14. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.38 and a quick ratio of 1.20. The company has a market capitalization of $60.67 billion, a price-to-earnings ratio of -153.12, a P/E/G ratio of 2.52 and a beta of 0.87. The firm’s fifty day moving average price is $254.42 and its two-hundred day moving average price is $268.56.

Air Products and Chemicals (NYSE:APD) last announced its earnings results on Friday, January 30th. The basic materials company reported $3.16 EPS for the quarter, beating the consensus estimate of $3.04 by $0.12. Air Products and Chemicals had a negative net margin of 3.28% and a positive return on equity of 15.18%. The company had revenue of $3.10 billion during the quarter, compared to the consensus estimate of $3.05 billion. During the same quarter in the prior year, the company posted $2.86 earnings per share. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis. Air Products and Chemicals has set its Q2 2026 guidance at 2.950-3.100 EPS and its FY 2026 guidance at 12.850-13.150 EPS. As a group, analysts anticipate that Air Products and Chemicals will post 12.69 earnings per share for the current fiscal year.

Institutional Trading of Air Products and Chemicals

A number of institutional investors have recently added to or reduced their stakes in APD. Simplicity Wealth LLC increased its position in shares of Air Products and Chemicals by 2.5% during the fourth quarter. Simplicity Wealth LLC now owns 3,868 shares of the basic materials company’s stock valued at $956,000 after buying an additional 93 shares during the period. Vest Financial LLC boosted its position in shares of Air Products and Chemicals by 5.6% in the fourth quarter. Vest Financial LLC now owns 194,855 shares of the basic materials company’s stock valued at $48,133,000 after acquiring an additional 10,372 shares during the period. Oakworth Capital Inc. grew its stake in Air Products and Chemicals by 4.1% during the fourth quarter. Oakworth Capital Inc. now owns 1,771 shares of the basic materials company’s stock valued at $437,000 after acquiring an additional 70 shares in the last quarter. Torren Management LLC bought a new stake in Air Products and Chemicals during the 4th quarter worth approximately $38,000. Finally, Mitsubishi UFJ Trust & Banking Corp lifted its stake in Air Products and Chemicals by 1.5% in the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 98,861 shares of the basic materials company’s stock worth $24,421,000 after purchasing an additional 1,439 shares in the last quarter. Hedge funds and other institutional investors own 81.66% of the company’s stock.

Air Products and Chemicals News Roundup

Here are the key news stories impacting Air Products and Chemicals this week:

• Positive Sentiment: Q1 results beat expectations — adjusted EPS $3.16 vs. $3.04 expected and revenue $3.10B vs. $3.05B, with margins benefiting from lower costs and pricing. This beat is the primary driver of the rally. APD Q1 Earnings Beat on Lower Costs
• Positive Sentiment: Management maintained FY‑2026 guidance (EPS 12.85–13.15) and set Q2 guidance (2.95–3.10), signaling confidence in the business and limiting downside from the quarter. Air Products Reports Fiscal 2026 First Quarter Results
• Positive Sentiment: Corporate wins and shareholder actions: increased quarterly dividend to $1.81 (44th consecutive annual raise) and new/ongoing contracts including >$140M in NASA liquid‑hydrogen awards and progress on low‑emission ammonia deals — supportive for long‑term revenue visibility. Air Products Reports Fiscal 2026 First Quarter Results
• Neutral Sentiment: Guidance relative to consensus is mixed — the company’s FY and Q2 ranges are essentially maintained but sit near or slightly below some street estimates (e.g., consensus Q2 ~3.03; FY consensus cited ~12.93), which could cap upside until guidance traction is confirmed.
• Neutral Sentiment: Planned capital expenditures remain high (~$4.0B for FY‑2026). That supports growth projects (H2, ammonia, hydrogen infrastructure) but may constrain free cash flow near term. Air Products Reports Fiscal 2026 First Quarter Results
• Negative Sentiment: Relative performance: some coverage noted APD underperformed peers recently, a reminder of potential short‑term volatility if sector momentum fades. Air Products Underperforms Peers

Air Products and Chemicals Company Profile

Air Products and Chemicals, Inc is a global supplier of industrial gases and related equipment and services, headquartered in Allentown, Pennsylvania. The company produces and delivers atmospheric gases such as oxygen, nitrogen and argon, as well as specialty and process gases used across a wide range of industrial applications. Air Products designs, builds and operates gas production facilities, merchant distribution networks and on-site gas systems for customers that require reliable, high-purity gases and integrated supply solutions.

The company’s product and service portfolio includes packaged and bulk gas supply, pipeline distribution, on-site generation, gas handling and storage equipment, and engineered systems for gas liquefaction and purification.