Assenagon Asset Management S.A. Purchases New Position in IPG Photonics Corporation $IPGP

Assenagon Asset Management S.A. acquired a new stake in IPG Photonics Corporation (NASDAQ:IPGP) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 47,981 shares of the semiconductor company’s stock, valued at approximately $3,435,000. Assenagon Asset Management S.A. owned 0.11% of IPG Photonics at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Versant Capital Management Inc boosted its position in shares of IPG Photonics by 51.1% in the third quarter. Versant Capital Management Inc now owns 343 shares of the semiconductor company’s stock worth $27,000 after buying an additional 116 shares during the period. Allworth Financial LP raised its holdings in shares of IPG Photonics by 10.2% during the 3rd quarter. Allworth Financial LP now owns 1,449 shares of the semiconductor company’s stock valued at $115,000 after buying an additional 134 shares during the period. PNC Financial Services Group Inc. lifted its position in IPG Photonics by 8.9% during the 2nd quarter. PNC Financial Services Group Inc. now owns 1,813 shares of the semiconductor company’s stock worth $124,000 after acquiring an additional 148 shares in the last quarter. Ballast Asset Management LP lifted its position in IPG Photonics by 0.6% during the 3rd quarter. Ballast Asset Management LP now owns 34,941 shares of the semiconductor company’s stock worth $2,767,000 after acquiring an additional 197 shares in the last quarter. Finally, Orion Porfolio Solutions LLC boosted its holdings in IPG Photonics by 2.8% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 7,922 shares of the semiconductor company’s stock worth $544,000 after acquiring an additional 215 shares during the period. Institutional investors and hedge funds own 93.79% of the company’s stock.

Insider Buying and Selling

In other news, Director Eugene A. Scherbakov sold 2,700 shares of the company’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $80.96, for a total value of $218,592.00. Following the sale, the director owned 59,330 shares in the company, valued at approximately $4,803,356.80. This represents a 4.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, major shareholder Fibre Devices Ltd Ip sold 13,381 shares of the stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $81.52, for a total transaction of $1,090,819.12. Following the transaction, the insider directly owned 6,593,169 shares in the company, valued at $537,475,136.88. The trade was a 0.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 134,617 shares of company stock worth $10,636,883. 39.50% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several analysts have issued reports on IPGP shares. Raymond James Financial downgraded shares of IPG Photonics from a “strong-buy” rating to an “outperform” rating and increased their price objective for the company from $97.00 to $180.00 in a research report on Friday, February 13th. Zacks Research raised shares of IPG Photonics from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 15th. Wall Street Zen downgraded shares of IPG Photonics from a “buy” rating to a “hold” rating in a research note on Sunday. Stifel Nicolaus lifted their price target 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. Finally, Roth Mkm boosted their price objective on shares of IPG Photonics from $105.00 to $110.00 and gave the stock a “buy” rating in a report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $131.40.

IPG Photonics Price Performance

IPGP stock opened at $115.70 on Monday. The stock’s 50 day moving average is $115.71 and its two-hundred day moving average is $93.05. IPG Photonics Corporation has a 52-week low of $48.59 and a 52-week high of $155.82. The company has a market capitalization of $4.88 billion, a PE ratio of 156.35, a P/E/G ratio of 2.84 and a beta of 0.94.

IPG Photonics (NASDAQ:IPGP) last released its earnings results on Thursday, February 12th. The semiconductor company reported $0.46 EPS for the quarter, beating the consensus estimate of $0.25 by $0.21. The company had revenue of $274.47 million during the quarter, compared to analysts’ expectations of $249.58 million. IPG Photonics had a return on equity of 2.89% and a net margin of 3.10%.The business’s revenue was up 17.2% on a year-over-year basis. During the same period in the prior year, the business posted $0.18 EPS. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. As a group, sell-side analysts anticipate that IPG Photonics Corporation will post 1.54 EPS for the current year.

IPG Photonics Profile

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.