SG Americas Securities LLC Boosts Stock Position in Air Products and Chemicals, Inc. $APD

SG Americas Securities LLC boosted its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD) by 7.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,624 shares of the basic materials company’s stock after buying an additional 2,858 shares during the period. SG Americas Securities LLC’s holdings in Air Products and Chemicals were worth $10,529,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Sage Capital Advisors llc boosted its holdings in Air Products and Chemicals by 0.3% in the third quarter. Sage Capital Advisors llc now owns 14,930 shares of the basic materials company’s stock worth $4,072,000 after acquiring an additional 38 shares in the last quarter. Journey Strategic Wealth LLC increased its holdings in shares of Air Products and Chemicals by 3.7% during the third quarter. Journey Strategic Wealth LLC now owns 1,085 shares of the basic materials company’s stock valued at $296,000 after acquiring an additional 39 shares in the last quarter. Essex Financial Services Inc. raised its position in shares of Air Products and Chemicals by 1.0% in the 3rd quarter. Essex Financial Services Inc. now owns 4,239 shares of the basic materials company’s stock worth $1,156,000 after purchasing an additional 40 shares during the last quarter. Cape Investment Advisory Inc. boosted its stake in Air Products and Chemicals by 1.1% in the 2nd quarter. Cape Investment Advisory Inc. now owns 3,611 shares of the basic materials company’s stock worth $1,019,000 after purchasing an additional 41 shares in the last quarter. Finally, Schear Investment Advisers LLC boosted its stake in Air Products and Chemicals by 1.1% in the 3rd quarter. Schear Investment Advisers LLC now owns 3,944 shares of the basic materials company’s stock worth $1,076,000 after purchasing an additional 41 shares in the last quarter. Hedge funds and other institutional investors own 81.66% of the company’s stock.

Air Products and Chemicals Price Performance

Shares of NYSE:APD opened at $292.39 on Monday. 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 firm has a market cap of $65.10 billion, a price-to-earnings ratio of -193.63, a price-to-earnings-growth ratio of 2.86 and a beta of 0.88. The business has a 50-day simple moving average of $278.00 and a two-hundred day simple moving average of $265.49. Air Products and Chemicals, Inc. has a fifty-two week low of $229.11 and a fifty-two week high of $301.11.

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

Air Products and Chemicals Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 11th. Investors of record on Wednesday, April 1st will be issued a $1.81 dividend. This is an increase from Air Products and Chemicals’s previous quarterly dividend of $1.79. This represents a $7.24 annualized dividend and a yield of 2.5%. The ex-dividend date is Wednesday, April 1st. Air Products and Chemicals’s dividend payout ratio is -474.17%.

Insider Buying and Selling

In other Air Products and Chemicals news, Director Ridge Lp Mantle sold 70,175 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $284.21, for a total transaction of $19,944,436.75. Following the completion of the sale, the director directly owned 93,499 shares in the company, valued at approximately $26,573,350.79. The trade was a 42.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.88% of the company’s stock.

Analyst Ratings Changes

A number of analysts have weighed in on APD shares. Wolfe Research restated an “outperform” rating and set a $315.00 price objective on shares of Air Products and Chemicals in a research note on Monday, December 8th. Mizuho dropped their target price on shares of 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 target on shares of Air Products and Chemicals in a report on Wednesday, December 10th. BMO Capital Markets restated a “market perform” rating and issued a $282.00 price objective on shares of Air Products and Chemicals in a report on Monday, February 2nd. Finally, Wells Fargo & Company raised Air Products and Chemicals from an “equal weight” rating to an “overweight” rating and upped their price objective for the company from $270.00 to $325.00 in a research report on Friday, March 13th. Ten research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $300.88.

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.