Jones Financial Companies Lllp Boosts Stock Position in Illinois Tool Works Inc. $ITW

Jones Financial Companies Lllp boosted its position in shares of Illinois Tool Works Inc. (NYSE:ITW) by 8.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 98,461 shares of the industrial products company’s stock after acquiring an additional 7,340 shares during the quarter. Jones Financial Companies Lllp’s holdings in Illinois Tool Works were worth $25,700,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in shares of Illinois Tool Works by 5.3% in the fourth quarter. Brighton Jones LLC now owns 5,519 shares of the industrial products company’s stock valued at $1,399,000 after purchasing an additional 277 shares in the last quarter. Bison Wealth LLC boosted its position in Illinois Tool Works by 2.3% in the 4th quarter. Bison Wealth LLC now owns 3,555 shares of the industrial products company’s stock valued at $901,000 after buying an additional 81 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Illinois Tool Works by 20.6% in the second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the industrial products company’s stock worth $257,000 after acquiring an additional 177 shares in the last quarter. OLD National Bancorp IN increased its position in shares of Illinois Tool Works by 5.5% during the second quarter. OLD National Bancorp IN now owns 6,346 shares of the industrial products company’s stock worth $1,569,000 after acquiring an additional 332 shares during the period. Finally, Grimes & Company Inc. raised its stake in shares of Illinois Tool Works by 4.4% in the second quarter. Grimes & Company Inc. now owns 10,224 shares of the industrial products company’s stock valued at $2,528,000 after acquiring an additional 432 shares in the last quarter. 79.77% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. Wolfe Research increased their price target on Illinois Tool Works from $264.00 to $278.00 and gave the company an “underperform” rating in a research report on Thursday, January 15th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Illinois Tool Works in a report on Wednesday, January 28th. Barclays boosted their price target on shares of Illinois Tool Works from $243.00 to $244.00 and gave the stock an “underweight” rating in a report on Monday, October 27th. Evercore ISI decreased their price objective on shares of Illinois Tool Works from $261.00 to $253.00 and set an “underperform” rating for the company in a research report on Monday, November 17th. Finally, Bank of America upgraded shares of Illinois Tool Works from an “underperform” rating to a “neutral” rating and boosted their target price for the stock from $220.00 to $255.00 in a research note on Tuesday, November 18th. One research analyst has rated the stock with a Buy rating, seven have given a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Reduce” and an average target price of $260.17.

Key Headlines Impacting Illinois Tool Works

Here are the key news stories impacting Illinois Tool Works this week:

• Positive Sentiment: Q4 beat: ITW reported EPS of $2.72 vs. consensus ~$2.69 and revenue of $4.09B, driving a near-term positive reaction. The beat was small on EPS but validated execution heading into the year. Illinois Tool Works Inc. (ITW) Q4 2025 Earnings Call Transcript
• Positive Sentiment: Margin expansion — operating margin widened to 26.5% (Q4) and enterprise initiatives contributed meaningful bps of improvement, which supports higher earnings power and drove investor optimism. ITW Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: FY‑2026 guidance and buybacks — management set EPS guidance of $11.00–$11.40 (≈7% growth at the midpoint) and flagged continued buybacks, signaling confidence in cash flow and capital return that typically supports the stock. Illinois Tool Surpasses Q4 Earnings Estimates, Issues 2026 View
• Positive Sentiment: Market reaction — shares reached a new 52‑week high after the results, reflecting investor focus on durable margins, cash returns and tangible EPS upside rather than just top-line growth. Illinois Tool Works Stock Smashes 52-Week High After Earnings Beat
• Neutral Sentiment: Top-line is modest — full‑year revenue was ~$16.0B (up ~0.9% year) and 2026 revenue guidance is for low-single-digit growth (organic 1–3%), so growth remains modest even as margins improve. ITW Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Guidance range vs. consensus — management’s $11.00–$11.40 EPS range includes but does not materially exceed consensus (~$11.26), leaving room for upside or downside depending on execution; investors should watch early‑year organic trends. Illinois Tool Works beats Q4 estimates, forecasts 7% EPS growth for 2026
• Negative Sentiment: Execution dependence — the stock rally leans heavily on continued margin gains and buybacks; any slowdown in organic demand or failure to deliver the ~100 bps margin expansion could reverse gains. (Earnings transcripts and slides highlight sensitivity to execution.) Illinois Tool Works Inc. (ITW) Q4 2025 Earnings Call Transcript

Illinois Tool Works Price Performance

Shares of NYSE:ITW opened at $278.17 on Wednesday. The stock has a market capitalization of $80.70 billion, a price-to-earnings ratio of 26.98, a PEG ratio of 14.15 and a beta of 1.15. Illinois Tool Works Inc. has a one year low of $214.66 and a one year high of $282.88. The company has a 50-day simple moving average of $254.35 and a 200-day simple moving average of $255.13. The company has a debt-to-equity ratio of 2.39, a quick ratio of 1.11 and a current ratio of 1.53.

Illinois Tool Works (NYSE:ITW) last released its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $2.72 EPS for the quarter, topping the consensus estimate of $2.69 by $0.03. The business had revenue of $4.09 billion during the quarter, compared to analysts’ expectations of $4.07 billion. Illinois Tool Works had a return on equity of 93.26% and a net margin of 19.05%.The company’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.54 earnings per share. Illinois Tool Works has set its FY 2026 guidance at 11.000-11.400 EPS. On average, analysts predict that Illinois Tool Works Inc. will post 10.39 EPS for the current year.

Illinois Tool Works Company Profile

Illinois Tool Works Inc (ITW) is a diversified industrial manufacturer that designs and produces a broad array of engineered products, consumables and related service solutions for industrial customers. Its offerings span engineered fastening systems, specialty components, industrial equipment, welding products, foodservice and packaging equipment, adhesives and polymer products, and test-and-measurement technologies. These products are used as critical inputs by customers across automotive, construction, electronics, foodservice, maintenance and other industrial end markets.

The company operates a decentralized business model in which independently managed businesses focus on niche product lines and close customer relationships.