Strengthening Families & Communities LLC Increases Holdings in Air Products and Chemicals, Inc. $APD

Strengthening Families & Communities LLC boosted its position in shares of Air Products and Chemicals, Inc. (NYSE:APD) by 2,537.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,518 shares of the basic materials company’s stock after purchasing an additional 8,195 shares during the quarter. Strengthening Families & Communities LLC’s holdings in Air Products and Chemicals were worth $2,333,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also made changes to their positions in the company. Financial Connections Group Inc. increased its position in Air Products and Chemicals by 46.7% during the 2nd quarter. Financial Connections Group Inc. now owns 110 shares of the basic materials company’s stock valued at $31,000 after purchasing an additional 35 shares during the period. Meadow Creek Wealth Advisors LLC boosted its stake in shares of Air Products and Chemicals by 1.6% during the second quarter. Meadow Creek Wealth Advisors LLC now owns 2,276 shares of the basic materials company’s stock valued at $642,000 after purchasing an additional 35 shares in the last quarter. YANKCOM Partnership increased its holdings in Air Products and Chemicals by 1.3% during the second quarter. YANKCOM Partnership now owns 2,805 shares of the basic materials company’s stock valued at $791,000 after buying an additional 35 shares during the period. Atlatl Advisers LLC raised its stake in Air Products and Chemicals by 2.5% in the second quarter. Atlatl Advisers LLC now owns 1,488 shares of the basic materials company’s stock worth $420,000 after buying an additional 37 shares in the last quarter. Finally, GPS Wealth Strategies Group LLC lifted its holdings in Air Products and Chemicals by 7.0% during the second quarter. GPS Wealth Strategies Group LLC now owns 568 shares of the basic materials company’s stock worth $160,000 after buying an additional 37 shares during the period. 81.66% of the stock is currently owned by hedge funds and other institutional investors.

Air Products and Chemicals News Roundup

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

Analysts Set New Price Targets

A number of research analysts have recently issued reports on APD shares. Sanford C. Bernstein reiterated an “outperform” rating and issued a $315.00 price target on shares of Air Products and Chemicals in a report on Monday. Wolfe Research reiterated 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. Wall Street Zen raised shares of Air Products and Chemicals from a “sell” rating to a “hold” rating in a research report on Saturday. Wells Fargo & Company raised their price target on shares of Air Products and Chemicals from $250.00 to $270.00 and gave the company an “equal weight” rating in a report on Monday. Finally, BMO Capital Markets reiterated a “market perform” rating and set a $282.00 price objective on shares of Air Products and Chemicals in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $295.88.

Air Products and Chemicals Stock Down 0.5%

Air Products and Chemicals stock opened at $271.21 on Tuesday. The business’s 50-day simple moving average is $254.71 and its two-hundred day simple moving average is $268.13. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.23 and a current ratio of 1.46. The company has a market cap of $60.37 billion, a PE ratio of -179.61, a PEG ratio of 2.67 and a beta of 0.87. Air Products and Chemicals, Inc. has a fifty-two week low of $229.11 and a fifty-two week high of $341.14.

Air Products and Chemicals (NYSE:APD) last released its earnings results on Friday, January 30th. The basic materials company reported $3.16 EPS for the quarter, topping analysts’ consensus estimates of $3.04 by $0.12. The firm had revenue of $3.10 billion during the quarter, compared to the consensus estimate of $3.05 billion. Air Products and Chemicals had a positive return on equity of 15.77% and a negative net margin of 2.73%.The company’s revenue was up 5.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.86 earnings per share. 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. Equities analysts anticipate that Air Products and Chemicals, Inc. will post 12.69 EPS for the current year.

Air Products and Chemicals Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, May 11th. Stockholders of record on Wednesday, April 1st will be paid a $1.81 dividend. The ex-dividend date is Wednesday, April 1st. This is an increase from Air Products and Chemicals’s previous quarterly dividend of $1.79. This represents a $7.24 dividend on an annualized basis and a dividend yield of 2.7%. Air Products and Chemicals’s dividend payout ratio (DPR) is currently -474.17%.

About Air Products and Chemicals

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.