Air Products and Chemicals, Inc. $APD Shares Sold by Syntax Research Inc.

Syntax Research Inc. lessened its position in Air Products and Chemicals, Inc. (NYSE:APD) by 76.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 573 shares of the basic materials company’s stock after selling 1,877 shares during the period. Syntax Research Inc.’s holdings in Air Products and Chemicals were worth $142,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of APD. Holos Integrated Wealth LLC acquired a new stake in shares of Air Products and Chemicals in the 4th quarter worth about $25,000. Richardson Financial Services Inc. increased its holdings in shares of Air Products and Chemicals by 3,233.3% in the 4th quarter. Richardson Financial Services Inc. now owns 100 shares of the basic materials company’s stock worth $25,000 after acquiring an additional 97 shares during the period. Caitlin John LLC acquired a new stake in shares of Air Products and Chemicals in the 3rd quarter worth about $30,000. Financial Life Planners acquired a new stake in shares of Air Products and Chemicals in the 3rd quarter worth about $30,000. Finally, Cloud Capital Management LLC acquired a new stake in shares of Air Products and Chemicals in the 3rd quarter worth about $34,000. Institutional investors and hedge funds own 81.66% of the company’s stock.

Trending Headlines about Air Products and Chemicals

Here are the key news stories impacting Air Products and Chemicals this week:

• Positive Sentiment: Q2 beat and guidance raise — Air Products reported adjusted Q2 EPS of $3.20 vs. consensus ~$3.06 and raised FY2026 adjusted EPS guidance to $13.00–13.25 (above prior outlook). Management cited stronger pricing, helium strength and new assets coming online. Q2 Results Release
• Positive Sentiment: Analyst upgrades and higher price targets — JPMorgan raised its target to $330 (overweight) and Wells Fargo to $340 (overweight), providing additional buy-side momentum. These lifts signal growing street confidence and imply double-digit upside vs. current levels. Benzinga
• Positive Sentiment: Capital discipline / capex reduction target — Management and press coverage note efforts to target ~$1B of capex reductions, which supports near‑term cash flow and EPS durability. MSN
• Positive Sentiment: New commercial wins and helium positioning — Company disclosed strategic wins (Samsung semiconductor supply, NASA/Artemis support) and steps to strengthen helium supply (increased U.S. production, storage/liquefaction) — supportive for longer‑term growth and pricing. Q2 Results Release
• Neutral Sentiment: Investor resources and transcripts — Multiple analyst notes, earnings call transcript and slide deck are available for deeper review; these are informational but don’t change the near‑term narrative. Earnings Transcript
• Neutral Sentiment: AISTech trade show presence — Air Products will showcase low‑carbon iron & steel solutions at AISTech2026 and donate to the AIST Foundation; positive from an ESG/business development angle but more long-term. AISTech2026
• Negative Sentiment: Profitability nuance — Some published summaries note a negative net margin metric (reflecting non‑GAAP adjustments or one‑time items), which is a reminder to vet GAAP vs. adjusted figures and any transient charges when modeling earnings. MarketBeat Earnings Summary

Wall Street Analysts Forecast Growth

APD has been the topic of a number of analyst reports. Wall Street Zen raised shares of Air Products and Chemicals from a “sell” rating to a “hold” rating in a report on Saturday, January 31st. Royal Bank Of Canada raised their target price on shares of Air Products and Chemicals from $325.00 to $338.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. Citigroup raised their target price on shares of Air Products and Chemicals from $285.00 to $315.00 and gave the company a “neutral” rating in a research note on Monday, April 13th. BMO Capital Markets raised shares of Air Products and Chemicals from a “market perform” rating to an “outperform” rating and set a $360.00 target price on the stock in a research note on Friday. Finally, Weiss Ratings raised shares of Air Products and Chemicals from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, March 9th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $318.24.

Air Products and Chemicals Trading Up 0.4%

Shares of Air Products and Chemicals stock opened at $301.11 on Friday. The company has a quick ratio of 1.23, a current ratio of 1.43 and a debt-to-equity ratio of 0.95. The firm has a market cap of $67.04 billion, a price-to-earnings ratio of -199.41, a price-to-earnings-growth ratio of 2.82 and a beta of 0.80. The business has a fifty day simple moving average of $288.71 and a 200-day simple moving average of $268.96. Air Products and Chemicals, Inc. has a fifty-two week low of $229.11 and a fifty-two week high of $307.29.

Air Products and Chemicals (NYSE:APD) last announced its quarterly earnings data on Thursday, April 30th. The basic materials company reported $3.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.06 by $0.14. The company had revenue of $3.17 billion for the quarter, compared to analysts’ expectations of $3.07 billion. Air Products and Chemicals had a net margin of 16.91% and a return on equity of 16.11%. The business’s revenue was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.69 EPS. Air Products and Chemicals has set its FY 2026 guidance at 13.000-13.250 EPS and its Q3 2026 guidance at 3.250-3.350 EPS. On average, equities analysts forecast that Air Products and Chemicals, Inc. will post 13.05 EPS for the current fiscal year.

Air Products and Chemicals Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Wednesday, July 1st will be paid a $1.81 dividend. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $7.24 annualized dividend and a dividend yield of 2.4%. Air Products and Chemicals’s payout ratio is currently -476.82%.

Insider Activity

In other news, Director Ridge Lp Mantle sold 70,175 shares of Air Products and Chemicals stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $284.21, for a total value of $19,944,436.75. Following the transaction, the director owned 93,499 shares of the company’s stock, valued at $26,573,350.79. The trade was a 42.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. 1.88% of the stock is owned by corporate insiders.

Air Products and Chemicals Company Profile

Air Products and Chemicals, Inc is a global supplier of industrial gases and related equipment and services, headquartered in Allentown, Pennsylvania. The company produces and delivers atmospheric gases such as oxygen, nitrogen and argon, as well as specialty and process gases used across a wide range of industrial applications. Air Products designs, builds and operates gas production facilities, merchant distribution networks and on-site gas systems for customers that require reliable, high-purity gases and integrated supply solutions.

The company’s product and service portfolio includes packaged and bulk gas supply, pipeline distribution, on-site generation, gas handling and storage equipment, and engineered systems for gas liquefaction and purification.