Bfsg LLC Has $7.52 Million Stock Holdings in Air Products and Chemicals, Inc. $APD

Bfsg LLC boosted its position in Air Products and Chemicals, Inc. (NYSE:APD) by 10,764.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,421 shares of the basic materials company’s stock after buying an additional 30,141 shares during the period. Bfsg LLC’s holdings in Air Products and Chemicals were worth $7,515,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in APD. Holos Integrated Wealth LLC bought a new position in Air Products and Chemicals in the fourth quarter worth approximately $25,000. Abound Wealth Management increased its holdings in shares of Air Products and Chemicals by 292.3% during the third 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. Caitlin John LLC acquired a new position in shares of Air Products and Chemicals during the third quarter worth approximately $30,000. Financial Life Planners bought a new position in shares of Air Products and Chemicals in the 3rd quarter worth $30,000. Finally, Cloud Capital Management LLC bought a new position in shares of Air Products and Chemicals in the 3rd quarter worth $34,000. 81.66% of the stock is owned by institutional investors and hedge funds.

Air Products and Chemicals Trading Up 0.5%

Shares of Air Products and Chemicals stock opened at $297.95 on Friday. The company has a market capitalization of $66.34 billion, a P/E ratio of -197.32, a price-to-earnings-growth ratio of 2.91 and a beta of 0.80. The stock has a fifty day simple moving average of $283.84 and a 200 day simple moving average of $265.99. Air Products and Chemicals, Inc. has a 12-month low of $229.11 and a 12-month high of $301.25. The company has a current ratio of 1.46, a quick ratio of 1.23 and a debt-to-equity ratio of 0.97.

Air Products and Chemicals (NYSE:APD) last posted its quarterly earnings data on Friday, January 30th. The basic materials company reported $3.16 earnings per share (EPS) for the quarter, topping 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 period in the previous year, the firm earned $2.86 EPS. The business’s revenue for the quarter 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, sell-side analysts anticipate that Air Products and Chemicals, Inc. will post 12.69 earnings per share for the current fiscal year.

Air Products and Chemicals Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, May 11th. Investors of record on Wednesday, April 1st will be issued a dividend of $1.81 per share. This represents a $7.24 annualized dividend and a yield of 2.4%. This is a boost from Air Products and Chemicals’s previous quarterly dividend of $1.79. The ex-dividend date is Wednesday, April 1st. Air Products and Chemicals’s dividend payout ratio is presently -479.47%.

Wall Street Analyst Weigh In

A number of analysts have commented on APD shares. Wells Fargo & Company upgraded shares of Air Products and Chemicals from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $270.00 to $325.00 in a research note on Friday, March 13th. UBS Group raised their price objective on shares of Air Products and Chemicals from $285.00 to $307.00 and gave the company a “neutral” rating in a research note on Thursday. Argus reduced their price objective on shares of Air Products and Chemicals from $317.00 to $265.00 and set a “buy” rating for the company in a report on Thursday, December 11th. BMO Capital Markets reissued a “market perform” rating and set a $282.00 target price on shares of Air Products and Chemicals in a research report on Monday, February 2nd. Finally, Weiss Ratings upgraded shares of Air Products and Chemicals from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, March 9th. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Air Products and Chemicals has an average rating of “Moderate Buy” and a consensus price target of $302.18.

Insider Transactions at Air Products and Chemicals

In other Air Products and Chemicals news, Director Ridge Lp Mantle sold 70,175 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $284.21, for a total value of $19,944,436.75. Following the completion of the sale, the director owned 93,499 shares in the company, valued at approximately $26,573,350.79. This trade represents a 42.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 1.88% of the company’s stock.

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.