SG Americas Securities LLC Takes $584,000 Position in IPG Photonics Corporation $IPGP

SG Americas Securities LLC bought a new stake in IPG Photonics Corporation (NASDAQ:IPGP) in the 3rd quarter, HoldingsChannel.com reports. The firm bought 7,378 shares of the semiconductor company’s stock, valued at approximately $584,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Lazard Asset Management LLC boosted its holdings in IPG Photonics by 81.3% in the second quarter. Lazard Asset Management LLC now owns 1,899,461 shares of the semiconductor company’s stock worth $130,397,000 after acquiring an additional 851,869 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. raised its position in shares of IPG Photonics by 85.8% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,774,660 shares of the semiconductor company’s stock worth $121,830,000 after purchasing an additional 819,575 shares during the period. AQR Capital Management LLC lifted its holdings in shares of IPG Photonics by 53.7% in the 2nd quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock worth $67,101,000 after purchasing an additional 341,773 shares in the last quarter. M&G PLC grew its position in IPG Photonics by 263.9% in the 2nd quarter. M&G PLC now owns 600,020 shares of the semiconductor company’s stock valued at $41,401,000 after purchasing an additional 435,122 shares during the period. Finally, Norges Bank bought a new stake in IPG Photonics during the 2nd quarter valued at $16,671,000. 93.79% of the stock is owned by institutional investors.

IPG Photonics Stock Up 1.2%

Shares of NASDAQ IPGP opened at $86.51 on Friday. IPG Photonics Corporation has a twelve month low of $48.59 and a twelve month high of $92.21. The stock’s 50 day moving average price is $77.85 and its 200-day moving average price is $79.82. The company has a market capitalization of $3.64 billion, a PE ratio of 141.82, a PEG ratio of 10.80 and a beta of 1.01.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor company reported $0.35 EPS for the quarter, beating analysts’ consensus estimates of $0.16 by $0.19. The company had revenue of $250.79 million during the quarter, compared to the consensus estimate of $240.18 million. IPG Photonics had a return on equity of 2.35% and a net margin of 2.66%.IPG Photonics has set its Q4 2025 guidance at 0.050-0.350 EPS. As a group, research analysts expect that IPG Photonics Corporation will post 1.54 EPS for the current fiscal year.

Wall Street Analyst Weigh In

IPGP has been the topic of a number of recent research reports. Stifel Nicolaus set a $92.00 price objective on shares of IPG Photonics in a research note on Tuesday, November 4th. Zacks Research upgraded IPG Photonics from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 15th. Citigroup raised IPG Photonics from a “sell” rating to a “buy” rating and lifted their target price for the company from $68.00 to $105.00 in a research report on Wednesday, November 5th. Roth Mkm set a $96.00 price target on IPG Photonics and gave the company a “buy” rating in a research report on Monday, October 6th. Finally, Benchmark restated a “hold” rating on shares of IPG Photonics in a research note on Wednesday, December 10th. Two investment analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, IPG Photonics presently has a consensus rating of “Moderate Buy” and a consensus target price of $89.33.

Insider Activity

In other news, Director Eugene A. Scherbakov sold 2,700 shares of IPG Photonics stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $80.96, for a total transaction of $218,592.00. Following the sale, the director directly owned 59,330 shares in the company, valued at $4,803,356.80. The trade was a 4.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, major shareholder Valentin Gapontsev Trust I sold 7,952 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $80.10, for a total transaction of $636,955.20. Following the transaction, the insider 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 position. The SEC filing for this sale provides additional information. Insiders sold a total of 470,913 shares of company stock valued at $36,230,775 in the last ninety days. 39.50% of the stock is currently owned by insiders.

IPG Photonics Company 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.