Terex (NYSE:TEX) Sets New 12-Month High After Strong Earnings

Shares of Terex Corporation (NYSE:TEX) hit a new 52-week high during mid-day trading on Wednesday following a stronger than expected earnings report. The stock traded as high as $69.65 and last traded at $68.1130, with a volume of 664456 shares. The stock had previously closed at $59.26.

The industrial products company reported $1.12 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.12. The company had revenue of $1.32 billion during the quarter, compared to analysts’ expectations of $1.30 billion. Terex had a return on equity of 15.93% and a net margin of 2.92%.The business’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.77 earnings per share. Terex has set its FY 2026 guidance at 4.500-5.00 EPS.

Terex Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be paid a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, March 6th. Terex’s payout ratio is 28.94%.

Key Headlines Impacting Terex

Here are the key news stories impacting Terex this week:

• Positive Sentiment: Q4 and FY‑2025 results showed solid operating performance: Q4 revenue of ~$1.32B (roughly in line with/above estimates), full‑year sales of $5.4B, stronger margins and bookings up ~32% YoY — the numbers and strong backlog/supportive bookings helped investor sentiment. Terex Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Management set an ambitious 2026 outlook — sales $7.5B–$8.1B and EBITDA $930M–$1.0B — and emphasized merger synergies with REV as a driver of higher EBITDA and margin expansion, which supports a re‑rating if execution follows. Terex targets $930M–$1B EBITDA in 2026 as merger with REV drives synergy and growth
• Positive Sentiment: Board actions: Terex declared a quarterly dividend ($0.17/sh) and completed the sale of its Midwest RV business — both moves boost cash return and simplify the portfolio, which investors often view favorably. Terex Announces Quarterly Dividend TEREX COMPLETES SALE OF MIDWEST RECREATIONAL VEHICLE BUSINESS
• Neutral Sentiment: Full earnings call and transcript/slide deck are available for detail on margin drivers, bookings and integration plans — useful for investors who want to dig into assumptions behind the 2026 outlook. Terex Q4 2025 Earnings Call Transcript
• Negative Sentiment: Caveats: some outlets highlighted a light revenue print vs some expectations and the company’s EPS guidance range for FY‑2026 is below some street estimates — those points produced initial caution in parts of the market. Terex shares fall 2% as revenue misses expectations despite earnings beat

Wall Street Analysts Forecast Growth

TEX has been the subject of a number of research reports. Wells Fargo & Company lifted their target price on shares of Terex from $50.00 to $56.00 and gave the stock an “equal weight” rating in a research report on Friday, January 23rd. UBS Group cut their price objective on Terex from $52.00 to $51.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Terex in a report on Wednesday, January 21st. Citigroup boosted their price target on Terex from $52.00 to $62.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. Finally, Raymond James Financial raised Terex from a “market perform” rating to an “outperform” rating and set a $70.00 price objective on the stock in a research note on Monday, October 27th. Six investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $59.90.

Institutional Trading of Terex

Institutional investors have recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC increased its position in Terex by 565.8% during the third quarter. Smartleaf Asset Management LLC now owns 486 shares of the industrial products company’s stock worth $25,000 after acquiring an additional 413 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in shares of Terex by 167.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 590 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 369 shares in the last quarter. Hantz Financial Services Inc. raised its holdings in shares of Terex by 6,800.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 690 shares of the industrial products company’s stock worth $32,000 after buying an additional 680 shares in the last quarter. Bessemer Group Inc. boosted its stake in Terex by 56.4% in the second quarter. Bessemer Group Inc. now owns 718 shares of the industrial products company’s stock valued at $34,000 after buying an additional 259 shares in the last quarter. Finally, Strs Ohio acquired a new position in Terex during the first quarter worth about $30,000. 92.88% of the stock is currently owned by institutional investors.

Terex Price Performance

The business’s fifty day moving average price is $57.06 and its 200 day moving average price is $52.66. The company has a debt-to-equity ratio of 1.28, a current ratio of 2.15 and a quick ratio of 1.20. The stock has a market cap of $4.55 billion, a P/E ratio of 29.50, a PEG ratio of 5.35 and a beta of 1.68.

Terex Company Profile

Terex Corporation is a global manufacturer of lifting and material-handling plant and equipment, serving a range of industries that includes construction, infrastructure, energy, manufacturing and shipping logistics. Its product portfolio encompasses aerial work platforms, rough terrain and tower cranes, port and cargo handling equipment, material processing machinery and utility products. These offerings are marketed under well-known brands such as Genie®, Terex® AWP, Terex® Cranes, Demag®, and Powerscreen®, and are designed to meet diverse application requirements from building sites to industrial facilities and ports.

Headquartered in Westport, Connecticut, Terex traces its roots back to 1933 and has grown through strategic acquisitions and organic expansion.