JPMorgan Chase & Co. Lowers Stake in Powell Industries, Inc. $POWL

JPMorgan Chase & Co. decreased its position in Powell Industries, Inc. (NASDAQ:POWL) by 5.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 29,387 shares of the industrial products company’s stock after selling 1,729 shares during the quarter. JPMorgan Chase & Co. owned 0.24% of Powell Industries worth $8,957,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in POWL. Elevation Point Wealth Partners LLC purchased a new position in shares of Powell Industries during the second quarter worth $33,000. State of Wyoming purchased a new stake in shares of Powell Industries in the 2nd quarter valued at $33,000. Virtus Advisers LLC acquired a new position in Powell Industries during the 2nd quarter worth about $46,000. Johnson Financial Group Inc. purchased a new position in Powell Industries during the 3rd quarter valued at about $81,000. Finally, iSAM Funds UK Ltd purchased a new position in Powell Industries during the 3rd quarter valued at about $87,000. 89.77% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have weighed in on POWL shares. Wall Street Zen downgraded Powell Industries from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Glj Research initiated coverage on shares of Powell Industries in a research note on Thursday, March 5th. They issued a “hold” rating and a $450.00 price objective for the company. Weiss Ratings restated a “buy (b-)” rating on shares of Powell Industries in a report on Monday, December 29th. Finally, Cantor Fitzgerald upped their target price on shares of Powell Industries from $427.00 to $481.00 and gave the stock a “neutral” rating in a research note on Thursday, February 5th. Two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Powell Industries presently has a consensus rating of “Moderate Buy” and a consensus target price of $427.00.

Insider Activity at Powell Industries

In other Powell Industries news, major shareholder Thomas W. Powell sold 49,778 shares of the company’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $502.23, for a total value of $25,000,004.94. Following the completion of the transaction, the insider owned 598,694 shares in the company, valued at $300,682,087.62. This represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Brett Alan Cope sold 1,480 shares of the firm’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $504.80, for a total value of $747,104.00. Following the transaction, the chief executive officer directly owned 169,291 shares in the company, valued at approximately $85,458,096.80. The trade was a 0.87% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 78,416 shares of company stock valued at $41,912,270 in the last ninety days. 2.20% of the stock is currently owned by insiders.

Trending Headlines about Powell Industries

Here are the key news stories impacting Powell Industries this week:

• Positive Sentiment: Sidoti sharply raised multi‑period EPS forecasts (FY2026, FY2027 and several quarters), boosting forward earnings expectations and signaling stronger margin/earnings visibility — a clear catalyst for higher valuation multiples. Read More.
• Positive Sentiment: An analyst raised the Q2 EPS estimate for Powell, reinforcing near‑term earnings momentum and supporting the stock’s intraday strength. Read More.
• Positive Sentiment: Coverage summaries note that Wall Street analysts are broadly bullish on POWL, which can attract incremental buy interest and improve liquidity as investors chase analyst‑backed names. Read More.
• Negative Sentiment: Recent volatility: a Zacks recap highlighted a sharp one‑day decline the prior session, reflecting heightened short‑term trading risk and the possibility of momentum reversals despite the latest upgrades. Read More.

Powell Industries Price Performance

Shares of POWL opened at $538.04 on Monday. The company has a market capitalization of $6.53 billion, a price-to-earnings ratio of 34.96, a price-to-earnings-growth ratio of 2.34 and a beta of 0.82. Powell Industries, Inc. has a 52-week low of $152.89 and a 52-week high of $612.50. The stock has a 50 day moving average price of $514.05 and a 200 day moving average price of $398.25.

Powell Industries’s stock is going to split before the market opens on Monday, April 6th. The 3-1 split was recently announced. The newly created shares will be payable to shareholders after the closing bell on Sunday, April 5th.

Powell Industries (NASDAQ:POWL) last issued its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $3.40 earnings per share for the quarter, topping the consensus estimate of $2.85 by $0.55. Powell Industries had a net margin of 16.82% and a return on equity of 30.64%. The business had revenue of $251.18 million during the quarter, compared to the consensus estimate of $255.34 million. During the same quarter in the previous year, the firm earned $2.86 EPS. The company’s revenue was up 4.1% compared to the same quarter last year. On average, equities analysts anticipate that Powell Industries, Inc. will post 13.71 EPS for the current fiscal year.

Powell Industries Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Investors of record on Wednesday, February 18th were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.2%. This is a boost from Powell Industries’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Wednesday, February 18th. Powell Industries’s dividend payout ratio is presently 7.02%.

Powell Industries Profile

Powell Industries, Inc is an industrial electrical engineering company specializing in the design, manufacture and integration of customized power control and distribution solutions. The firm’s offerings range from medium‐voltage switchgear and power control centers to bus duct, motor control centers and specialty transformers. Powell also provides automation systems, protective relaying, metering, supervisory control and data acquisition (SCADA) platforms, and turnkey engineering services to help clients manage critical power infrastructure.

Serving the oil and gas, petrochemical, refining, utility, mining and industrial sectors, Powell’s products are engineered to meet demanding performance, safety and reliability requirements.