Envestnet Asset Management Inc. Purchases 4,217 Shares of IPG Photonics Corporation $IPGP

Envestnet Asset Management Inc. grew its holdings in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 11.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 42,263 shares of the semiconductor company’s stock after purchasing an additional 4,217 shares during the quarter. Envestnet Asset Management Inc. owned approximately 0.10% of IPG Photonics worth $3,347,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in IPGP. Lazard Asset Management LLC grew its position in IPG Photonics by 81.3% during the second quarter. Lazard Asset Management LLC now owns 1,899,461 shares of the semiconductor company’s stock valued at $130,397,000 after buying an additional 851,869 shares during the period. M&G PLC grew its position in shares of IPG Photonics by 263.9% during the 2nd quarter. M&G PLC now owns 600,020 shares of the semiconductor company’s stock valued at $41,401,000 after acquiring an additional 435,122 shares during the period. AQR Capital Management LLC grew its position in shares of IPG Photonics by 53.7% during the 2nd quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock valued at $67,101,000 after acquiring an additional 341,773 shares during the period. Norges Bank purchased a new stake in shares of IPG Photonics in the 2nd quarter worth $16,671,000. Finally, Emerald Mutual Fund Advisers Trust bought a new position in IPG Photonics in the 3rd quarter worth $6,645,000. Hedge funds and other institutional investors own 93.79% of the company’s stock.

IPG Photonics Trading Down 2.1%

Shares of IPGP opened at $131.70 on Wednesday. The business’s 50 day moving average is $94.23 and its 200 day moving average is $86.30. IPG Photonics Corporation has a 12-month low of $48.59 and a 12-month high of $155.82. The company has a market capitalization of $5.55 billion, a PE ratio of 177.97, a price-to-earnings-growth ratio of 3.41 and a beta of 1.03.

IPG Photonics (NASDAQ:IPGP) last announced its quarterly earnings data on Thursday, February 12th. The semiconductor company reported $0.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.21. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. The business had revenue of $274.47 million during the quarter, compared to analyst estimates of $249.58 million. During the same period last year, the firm posted $0.18 EPS. The company’s revenue was up 17.2% on a year-over-year basis. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. Equities research analysts predict that IPG Photonics Corporation will post 1.54 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms have issued reports on IPGP. Roth Mkm boosted their price target on IPG Photonics from $105.00 to $110.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Benchmark reiterated a “hold” rating on shares of IPG Photonics in a research note on Wednesday, December 10th. Stifel Nicolaus raised their target price on shares of IPG Photonics from $92.00 to $165.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Raymond James Financial downgraded shares of IPG Photonics from a “strong-buy” rating to an “outperform” rating and lifted their price target for the company from $97.00 to $180.00 in a report on Friday, February 13th. Finally, Zacks Research upgraded shares of IPG Photonics from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $122.17.

Insider Activity at IPG Photonics

In other news, Director Eugene A. Scherbakov sold 2,700 shares of IPG Photonics stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $80.96, for a total value of $218,592.00. Following the sale, the director directly owned 59,330 shares of the company’s stock, valued at approximately $4,803,356.80. The trade was a 4.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, major shareholder Valentin Gapontsev Trust I sold 7,952 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $80.10, for a total value of $636,955.20. Following the transaction, the insider directly owned 6,793,099 shares of the company’s stock, valued at approximately $544,127,229.90. The trade was a 0.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 267,484 shares of company stock valued at $20,735,210. 39.50% of the stock is currently owned by insiders.

About IPG Photonics

IPG Photonics Corporation is a global leader in the design and manufacture of high-performance fiber lasers and amplifiers used in industrial, medical, scientific, and telecommunications applications. The company’s core products include ytterbium and erbium fiber lasers, diode lasers, and fiber amplifiers that deliver high power and efficiency for precision cutting, welding, marking, and engraving. IPG’s systems are engineered to optimize process speed, reliability, and energy consumption, making them a preferred choice for advanced manufacturing environments.

In addition to stand-alone laser sources, IPG offers turnkey laser systems and integrated solutions tailored to sectors such as automotive, electronics, aerospace, additive manufacturing, and life sciences.