Jefferies Financial Group Issues Positive Forecast for Air Products and Chemicals (NYSE:APD) Stock Price

Air Products and Chemicals (NYSE:APD) had its target price upped by Jefferies Financial Group from $300.00 to $313.00 in a research report report published on Monday morning,Benzinga reports. They currently have a buy rating on the basic materials company’s stock.

Several other brokerages have also commented on APD. Bank of America upgraded shares of Air Products and Chemicals from an “underperform” rating to a “neutral” rating and set a $275.00 price objective for the company in a report on Thursday, January 8th. Wolfe Research restated an “outperform” rating and issued a $315.00 target price on shares of Air Products and Chemicals in a research note on Monday, December 8th. Mizuho reduced their price target on Air Products and Chemicals from $300.00 to $290.00 and set an “outperform” rating on the stock in a research note on Thursday, December 18th. Deutsche Bank Aktiengesellschaft set a $255.00 price objective on Air Products and Chemicals in a report on Wednesday, December 10th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Air Products and Chemicals in a report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $295.88.

Air Products and Chemicals Stock Performance

Shares of APD stock opened at $271.21 on Monday. The firm has a market capitalization of $60.37 billion, a price-to-earnings ratio of -179.61, a PEG ratio of 2.67 and a beta of 0.87. The stock has a fifty day moving average of $254.71 and a 200 day moving average of $268.13. Air Products and Chemicals has a 52 week low of $229.11 and a 52 week high of $341.14. The company has a quick ratio of 1.23, a current ratio of 1.46 and a debt-to-equity ratio of 0.97.

Air Products and Chemicals (NYSE:APD) last issued its quarterly earnings data on Friday, January 30th. The basic materials company reported $3.16 EPS for the quarter, topping the consensus estimate of $3.04 by $0.12. The business had revenue of $3.10 billion during the quarter, compared to analyst estimates of $3.05 billion. Air Products and Chemicals had a negative net margin of 2.73% and a positive return on equity of 15.77%. The company’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same period in the prior year, the business earned $2.86 EPS. 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, research analysts expect that Air Products and Chemicals will post 12.69 earnings per share for the current year.

Air Products and Chemicals Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, May 11th. Stockholders of record on Wednesday, April 1st will be issued a dividend of $1.81 per share. The ex-dividend date is Wednesday, April 1st. This is a boost from Air Products and Chemicals’s previous quarterly dividend of $1.79. This represents a $7.24 annualized dividend and a dividend yield of 2.7%. Air Products and Chemicals’s dividend payout ratio is -474.17%.

Hedge Funds Weigh In On Air Products and Chemicals

A number of hedge funds have recently bought and sold shares of the company. Holos Integrated Wealth LLC purchased a new position in Air Products and Chemicals in the fourth quarter worth about $25,000. Richardson Financial Services Inc. grew its holdings in shares of Air Products and Chemicals by 3,233.3% during the fourth quarter. Richardson Financial Services Inc. now owns 100 shares of the basic materials company’s stock valued at $25,000 after buying an additional 97 shares during the last quarter. Traub Capital Management LLC bought a new stake in shares of Air Products and Chemicals during the second quarter valued at approximately $28,000. Twin Peaks Wealth Advisors LLC purchased a new position in Air Products and Chemicals in the 2nd quarter worth approximately $28,000. Finally, Abound Wealth Management lifted its position in Air Products and Chemicals by 292.3% in the 3rd quarter. Abound Wealth Management now owns 102 shares of the basic materials company’s stock valued at $28,000 after acquiring an additional 76 shares in the last quarter. Institutional investors own 81.66% of the company’s stock.

Key Stories Impacting Air Products and Chemicals

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

• Positive Sentiment: Q1 results topped expectations (beat on EPS and revenue) and analysts raised forecasts after the release — supportive for forward earnings revisions. Air Products Analysts Increase Their Forecasts Following Upbeat Q1 Results
• Positive Sentiment: APD won over $140M in NASA contracts to deliver ~36.5M lbs of liquid hydrogen for U.S. launch sites — a multi-year, high-profile supply deal that strengthens the company’s hydrogen growth story. Air Products Expands NASA Partnership With $140M Contracts
• Positive Sentiment: Jefferies bumped its price target to $313 with a Buy rating, reflecting upside to the stock and reinforcing the bullish case tied to clean-hydrogen growth and margin expansion. Jefferies PT Raise
• Positive Sentiment: Buy-side commentary and longer-form pieces highlight APD’s stable cash flow, dividend and strategic focus on hydrogen as reasons for durable returns over the medium term. Air Products And Chemicals: Strong Growth At A Reasonable Price
• Neutral Sentiment: JPMorgan raised its price target to $280 but kept a Neutral rating — a more tempered view that may limit upside momentum despite the earnings beat. JPMorgan PT Update
• Neutral Sentiment: Analyst write-ups and Zacks pieces highlight APD’s growth credentials and key metrics from the quarter, useful for longer-term investors but not immediate catalysts. Here’s Why Air Products and Chemicals (APD) is a Strong Growth Stock
• Neutral Sentiment: The earnings call framed growth opportunities but included cautious commentary on near-term execution and capital deployment, which can temper investor aggressiveness. Air Products Earnings Call Balances Growth With Caution
• Negative Sentiment: Disclosure that there were no new insider trading plans in Q1 raised some governance/insider-sentiment questions among market watchers — a small negative that can weigh on near-term sentiment. No New Insider Trading Plans in Q1 FY2026

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.