Ingersoll Rand (NYSE:IR) Posts Quarterly Earnings Results, Beats Expectations By $0.06 EPS

Ingersoll Rand (NYSE:IR) issued its quarterly earnings data on Thursday. The industrial products company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.90 by $0.06, FiscalAI reports. Ingersoll Rand had a return on equity of 12.14% and a net margin of 7.31%.The company had revenue of $2.09 billion during the quarter, compared to the consensus estimate of $2.04 billion. During the same period last year, the company earned $0.84 earnings per share. The firm’s revenue was up 10.1% compared to the same quarter last year. Ingersoll Rand updated its FY 2026 guidance to 3.450-3.570 EPS.

Ingersoll Rand Stock Down 2.3%

Shares of NYSE:IR opened at $94.56 on Friday. The stock has a market capitalization of $37.36 billion, a P/E ratio of 70.04, a price-to-earnings-growth ratio of 6.01 and a beta of 1.32. The stock’s 50-day moving average price is $85.42 and its 200-day moving average price is $81.38. The company has a current ratio of 2.16, a quick ratio of 1.51 and a debt-to-equity ratio of 0.47. Ingersoll Rand has a 12-month low of $65.61 and a 12-month high of $100.00.

Ingersoll Rand Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Wednesday, March 4th will be given a dividend of $0.02 per share. This represents a $0.08 annualized dividend and a yield of 0.1%. The ex-dividend date is Wednesday, March 4th. Ingersoll Rand’s dividend payout ratio is presently 5.93%.

Insider Activity at Ingersoll Rand

In other Ingersoll Rand news, CAO Michael J. Scheske sold 1,477 shares of Ingersoll Rand stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $80.63, for a total transaction of $119,090.51. Following the sale, the chief accounting officer directly owned 12,153 shares of the company’s stock, valued at approximately $979,896.39. The trade was a 10.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Vicente Reynal sold 90,281 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $97.92, for a total transaction of $8,840,315.52. Following the sale, the insider owned 193,186 shares in the company, valued at approximately $18,916,773.12. This trade represents a 31.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 292,477 shares of company stock valued at $26,703,912 in the last quarter. Corporate insiders own 0.59% of the company’s stock.

Institutional Investors Weigh In On Ingersoll Rand

A number of institutional investors have recently bought and sold shares of IR. UBS Group AG grew its holdings in Ingersoll Rand by 26.7% during the 3rd quarter. UBS Group AG now owns 3,625,020 shares of the industrial products company’s stock valued at $299,499,000 after buying an additional 765,041 shares in the last quarter. Invesco Ltd. boosted its holdings in shares of Ingersoll Rand by 5.5% in the third quarter. Invesco Ltd. now owns 2,980,446 shares of the industrial products company’s stock valued at $246,244,000 after purchasing an additional 156,371 shares during the period. Bank of America Corp DE raised its holdings in shares of Ingersoll Rand by 11.6% in the 3rd quarter. Bank of America Corp DE now owns 2,093,471 shares of the industrial products company’s stock valued at $172,963,000 after purchasing an additional 217,261 shares in the last quarter. NZS Capital LLC lifted its stake in shares of Ingersoll Rand by 10.0% during the 4th quarter. NZS Capital LLC now owns 982,491 shares of the industrial products company’s stock worth $77,833,000 after purchasing an additional 89,110 shares during the last quarter. Finally, California Public Employees Retirement System grew its holdings in Ingersoll Rand by 2.6% in the third quarter. California Public Employees Retirement System now owns 737,386 shares of the industrial products company’s stock worth $60,923,000 after purchasing an additional 18,396 shares during the last quarter. Hedge funds and other institutional investors own 95.27% of the company’s stock.

Key Ingersoll Rand News

Here are the key news stories impacting Ingersoll Rand this week:

• Positive Sentiment: Q4 beat on EPS and revenue — Ingersoll Rand reported $0.96 EPS (vs. consensus $0.91) and revenue of ~$2.09B, topping estimates and demonstrating operating strength for the quarter. Ingersoll Rand (IR) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Solid revenue and profit expansion — Total revenue rose ~10% YoY and net income and gross profit increased year‑over‑year, underscoring demand resilience across the portfolio. Ingersoll Rand Inc. (IR) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: FY‑2026 guidance issued — Management set EPS guidance of $3.450–3.570 and revenue guidance of $7.8–8.0B, roughly in line with Street expectations (consensus ~3.51 EPS). The range gives visibility but leaves limited upside to estimates.
• Neutral Sentiment: Regular quarterly dividend declared — Board approved a $0.02 quarterly dividend (payable March 26), a token yield that signals capital return but is immaterial to income investors. Ingersoll Rand Declares Regular Quarterly Cash Dividend
• Negative Sentiment: Cash flow and balance‑sheet trends were weaker — Operating cash flow declined year‑over‑year, cash balances fell (~19% YoY) and total liabilities increased, which could concern investors focused on free cash flow and leverage. Ingersoll Rand Inc. (IR) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: Insider selling and valuation — Recent insider sales (multiple executives) and a relatively rich P/E increase sensitivity to any slowdown or guidance disappointment. Ingersoll Rand Inc. (IR) Stock Rises on Q4 2025 Earnings

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ingersoll Rand in a research report on Monday, December 29th. Stifel Nicolaus upped their price target on Ingersoll Rand from $81.00 to $87.00 and gave the stock a “hold” rating in a report on Friday, January 23rd. Citigroup boosted their target price on Ingersoll Rand from $94.00 to $98.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Robert W. Baird lowered their price objective on shares of Ingersoll Rand from $103.00 to $100.00 and set an “outperform” rating on the stock in a research report on Monday, November 3rd. Finally, Wells Fargo & Company upped their price target on Ingersoll Rand from $87.00 to $92.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Four investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Ingersoll Rand currently has an average rating of “Hold” and a consensus price target of $92.13.

About Ingersoll Rand

Ingersoll Rand is a diversified industrial company that designs, manufactures and services a wide range of equipment and technologies for commercial, industrial and OEM customers. Its product portfolio includes air compressors and compressed air systems, pneumatic and cordless power tools, material handling and lifting equipment, fluid transfer and pumping solutions, and associated aftermarket parts and service offerings. The company’s products support applications across manufacturing, construction, transportation, oil and gas, mining and general industrial markets.

Ingersoll Rand sells through a combination of direct sales, distributor networks and service channels, delivering both capital equipment and recurring aftermarket revenue from parts, maintenance and service contracts.