Sidoti Equities Analysts Lift Earnings Estimates for POWL

Powell Industries, Inc. (NASDAQ:POWL) – Stock analysts at Sidoti increased their Q2 2026 earnings per share estimates for shares of Powell Industries in a research note issued on Tuesday, March 24th. Sidoti analyst J. Franzreb now forecasts that the industrial products company will earn $4.06 per share for the quarter, up from their previous estimate of $3.70. The consensus estimate for Powell Industries’ current full-year earnings is $13.71 per share. Sidoti also issued estimates for Powell Industries’ Q4 2026 earnings at $5.25 EPS and Q1 2027 earnings at $3.73 EPS.

A number of other research firms also recently commented on POWL. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Powell Industries in a research report on Monday, December 29th. Glj Research assumed coverage on Powell Industries in a report on Thursday, March 5th. They issued a “hold” rating and a $450.00 price objective for the company. Wall Street Zen cut Powell Industries from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Finally, Cantor Fitzgerald increased their target price on Powell Industries from $427.00 to $481.00 and gave the company a “neutral” rating in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $427.00.

Powell Industries Stock Up 4.3%

Shares of NASDAQ POWL opened at $584.56 on Wednesday. The firm’s 50-day moving average price is $509.31 and its 200-day moving average price is $393.81. Powell Industries has a 52-week low of $152.89 and a 52-week high of $612.50. The company has a market cap of $7.10 billion, a PE ratio of 37.98, a PEG ratio of 2.51 and a beta of 0.82.

Shares of Powell Industries are going to split before the market opens on Monday, April 6th. The 3-1 split was recently announced. The newly minted shares will be payable to shareholders after the closing bell on Sunday, April 5th.

Powell Industries (NASDAQ:POWL) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $3.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.85 by $0.55. Powell Industries had a return on equity of 30.64% and a net margin of 16.82%.The firm had revenue of $251.18 million for the quarter, compared to the consensus estimate of $255.34 million. During the same period in the prior year, the company posted $2.86 earnings per share. The company’s quarterly revenue was up 4.1% on a year-over-year basis.

Powell Industries Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 18th were paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.2%. This is a positive change from Powell Industries’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Wednesday, February 18th. Powell Industries’s dividend payout ratio is currently 7.02%.

Insiders Place Their Bets

In related news, CEO Brett Alan Cope sold 1,480 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $504.80, for a total value of $747,104.00. Following the transaction, the chief executive officer directly owned 169,291 shares of the company’s stock, valued at approximately $85,458,096.80. The trade was a 0.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Treasurer David L. Eckenrode sold 295 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $570.00, for a total transaction of $168,150.00. Following the sale, the treasurer directly owned 443 shares of the company’s stock, valued at approximately $252,510. This trade represents a 39.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 78,416 shares of company stock worth $41,912,270. Company insiders own 2.20% of the company’s stock.

Hedge Funds Weigh In On Powell Industries

A number of hedge funds and other institutional investors have recently modified their holdings of POWL. Corient Private Wealth LLC bought a new stake in Powell Industries in the 4th quarter valued at $230,000. Pacer Advisors Inc. bought a new position in shares of Powell Industries during the 4th quarter valued at about $468,000. Vision One Management Partners LP grew its position in shares of Powell Industries by 160.5% during the fourth quarter. Vision One Management Partners LP now owns 61,448 shares of the industrial products company’s stock valued at $19,588,000 after purchasing an additional 37,857 shares in the last quarter. Galaxy Group Investments LLC purchased a new position in shares of Powell Industries during the fourth quarter valued at about $1,532,000. Finally, NewEdge Advisors LLC increased its holdings in shares of Powell Industries by 52.6% in the fourth quarter. NewEdge Advisors LLC now owns 9,120 shares of the industrial products company’s stock worth $2,907,000 after purchasing an additional 3,145 shares during the last quarter. Institutional investors own 89.77% of the company’s stock.

Key Stories Impacting Powell Industries

Here are the key news stories impacting Powell Industries this week:

• Positive Sentiment: Sidoti raised near-term EPS forecasts: the firm’s analyst J. Franzreb lifted Q2 2026 to $4.06 (from $3.70), Q4 2026 to $5.25 (from $4.87) and Q1 2027 to $3.73 (from $3.46). These upgrades suggest stronger-than-expected profit momentum vs. prior forecasts and help justify the stock’s rerating.
• Positive Sentiment: Corporate actions supporting liquidity: Powell will implement a 3-for-1 stock split effective April 6, which can increase retail liquidity and attract more attention from investors ahead of the distribution date.
• Positive Sentiment: Dividend and cash returns: the company recently paid a quarterly dividend (annualized $1.08) with a very low payout ratio (~7%), indicating room to maintain or grow payouts without pressuring cash flow — a constructive signal for income-focused holders.
• Neutral Sentiment: Analyst coverage and price targets are mixed: recent reports include Cantor Fitzgerald raising its target to $481 (neutral), GLJ Research initiating coverage at “hold” ($450), Weiss Ratings reiterating a buy. Consensus still implies upside but analyst views vary.
• Neutral Sentiment: Heavy institutional ownership and recent buying: several institutions have materially increased positions (Kovitz, Northwestern Mutual, Vanguard, First Trust). High institutional ownership (≈90%) reduces float but can both stabilize and concentrate price moves.
• Neutral Sentiment: Media/coverage: retail and financial sites are pitching Powell as a “hidden gem,” which can drive interest but doesn’t change fundamentals by itself. Fool: Powell Industries: A Hidden Gem in the Stock Market?
• Negative Sentiment: Material insider sale: major shareholder Thomas W. Powell sold 49,778 shares for about $25.0M (avg $502.23) on March 19, reducing his stake by ~7.7%. Insider selling at scale can weigh on sentiment even if the insider retains a large position. InsiderTrades: Major Shareholder Sells $25M
• Neutral Sentiment: Short-interest reporting anomalies: several headlines flagged a “large increase” in short interest in March, but the published figures show zeros/NaN and appear erroneous — treat short-interest signals as unreliable until corrected.

Powell Industries Company Profile

Powell Industries, Inc is an industrial electrical engineering company specializing in the design, manufacture and integration of customized power control and distribution solutions. The firm’s offerings range from medium‐voltage switchgear and power control centers to bus duct, motor control centers and specialty transformers. Powell also provides automation systems, protective relaying, metering, supervisory control and data acquisition (SCADA) platforms, and turnkey engineering services to help clients manage critical power infrastructure.

Serving the oil and gas, petrochemical, refining, utility, mining and industrial sectors, Powell’s products are engineered to meet demanding performance, safety and reliability requirements.