Allianz Asset Management GmbH raised its holdings in shares of ITT Inc. (NYSE:ITT – Free Report) by 6.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 65,856 shares of the conglomerate’s stock after acquiring an additional 3,813 shares during the period. Allianz Asset Management GmbH owned approximately 0.08% of ITT worth $11,772,000 at the end of the most recent reporting period.
A number of other institutional investors have also made changes to their positions in the stock. Amundi boosted its holdings in ITT by 22,565.6% during the first quarter. Amundi now owns 7,253 shares of the conglomerate’s stock worth $867,000 after buying an additional 7,221 shares during the last quarter. Goldman Sachs Group Inc. raised its position in shares of ITT by 7.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 418,238 shares of the conglomerate’s stock valued at $54,020,000 after acquiring an additional 28,937 shares during the period. Empowered Funds LLC bought a new position in ITT during the 1st quarter worth approximately $360,000. Focus Partners Wealth boosted its stake in ITT by 80.7% during the 1st quarter. Focus Partners Wealth now owns 7,871 shares of the conglomerate’s stock worth $1,017,000 after acquiring an additional 3,515 shares during the last quarter. Finally, DAVENPORT & Co LLC bought a new stake in ITT in the second quarter valued at approximately $221,000. 91.59% of the stock is owned by institutional investors and hedge funds.
More ITT News
Here are the key news stories impacting ITT this week:
- Positive Sentiment: Q4 results beat and raised near‑term guidance — ITT posted adjusted EPS of $1.85 and revenue of ~$1.05B (sales +13.5% Y/Y), beating estimates; the company set Q1 FY2026 EPS guidance above consensus, supporting earnings momentum and the valuation. Business Wire: ITT Reports Fourth Quarter Earnings
- Positive Sentiment: Margin expansion and SPX FLOW synergies — Management highlighted at least 50 bps of margin expansion for 2026 and ongoing integration benefits from the SPX FLOW acquisition, which supports operating leverage and longer‑term profit upside. Seeking Alpha: Margin Expansion & SPX FLOW Synergies
- Positive Sentiment: 10% quarterly dividend increase — ITT raised the quarterly payout to $0.386 (annualized yield ~0.8%), which strengthens the income case and signals confidence in free cash flow. MarketWatch: ITT Raises Quarterly Dividend
- Positive Sentiment: Analyst support reinforced — DA Davidson reaffirmed a Buy rating with a $215 target (adds incremental analyst backing near current price levels), and recent analyst coverage shows several buy/overweight ratings and targets above the mid‑$200s in some cases. Benzinga: DA Davidson Reaffirms Buy
- Neutral Sentiment: Technical/relative‑strength improvement — ITT cleared key RS benchmarks (80+ RS rating) and received a relative strength rating upgrade, which can attract momentum investors but is not a fundamental driver. Investor’s Business Daily: RS Rating Upgrade
- Neutral Sentiment: Full earnings materials published — The earnings call transcript, slide deck and detailed call highlights are available for investors to validate assumptions and management commentary. Useful for due diligence but routine. Yahoo Finance: Q4 2025 Earnings Call Transcript
- Negative Sentiment: Recent insider selling — Filings show multiple insider sales (including CEO) over the past six months, which some investors view as a cautionary signal on near‑term insider conviction. Quiver Quantitative: Q4 Release & Insider Activity
ITT Stock Up 2.6%
ITT (NYSE:ITT – Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The conglomerate reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.79 by $0.06. ITT had a return on equity of 17.74% and a net margin of 12.39%.The firm had revenue of $1.05 billion during the quarter, compared to the consensus estimate of $1.01 billion. During the same quarter in the prior year, the firm posted $1.50 EPS. The business’s revenue was up 13.5% on a year-over-year basis. ITT has set its Q1 2026 guidance at 1.680-1.72 EPS. On average, analysts predict that ITT Inc. will post 6.51 earnings per share for the current fiscal year.
ITT Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, April 6th. Shareholders of record on Friday, March 6th will be given a dividend of $0.386 per share. This is a boost from ITT’s previous quarterly dividend of $0.35. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.54 annualized dividend and a yield of 0.7%. ITT’s payout ratio is presently 25.20%.
Analysts Set New Price Targets
A number of equities analysts have recently weighed in on ITT shares. KeyCorp lifted their price target on shares of ITT from $215.00 to $230.00 and gave the stock an “overweight” rating in a research report on Friday. Wall Street Zen lowered ITT from a “buy” rating to a “hold” rating in a report on Monday, January 19th. Citigroup increased their price target on ITT from $207.00 to $225.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Robert W. Baird set a $222.00 price objective on ITT in a report on Friday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of ITT in a research note on Thursday, January 22nd. Nine analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, ITT has a consensus rating of “Buy” and a consensus target price of $210.78.
View Our Latest Research Report on ITT
ITT Company Profile
ITT Inc is a diversified industrial manufacturing company that designs, manufactures and services mission-critical components and systems for global markets. Its engineered solutions support applications in aerospace, defense, transportation, energy and industrial automation. The company focuses on delivering high-performance products that enable reliable fluid handling, precision motion control and robust connectivity in demanding environments.
The company’s operations are organized into three segments: Motion Technologies, which provides precision components and aftermarket repair services for aircraft engines and industrial turbines; Connect & Control Technologies, which offers specialty valves, couplings, seals and proximity sensors for fuel, hydraulics and environmental control systems; and Fluid & Motion Control, which delivers pumps, heat exchangers and fluid management solutions for oil and gas, chemical processing and power generation.
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