Indivisible Partners Invests $1.08 Million in Air Products and Chemicals, Inc. $APD

Indivisible Partners purchased a new position in shares of Air Products and Chemicals, Inc. (NYSE:APD) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,358 shares of the basic materials company’s stock, valued at approximately $1,076,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Dakota Community Bank & Trust NA boosted its position in shares of Air Products and Chemicals by 5.3% during the fourth quarter. Dakota Community Bank & Trust NA now owns 756 shares of the basic materials company’s stock worth $187,000 after purchasing an additional 38 shares in the last quarter. Journey Strategic Wealth LLC boosted its position in shares of Air Products and Chemicals by 3.7% during the third quarter. Journey Strategic Wealth LLC now owns 1,085 shares of the basic materials company’s stock worth $296,000 after purchasing an additional 39 shares in the last quarter. Essex Financial Services Inc. boosted its position in shares of Air Products and Chemicals by 1.0% during the third quarter. Essex Financial Services Inc. now owns 4,239 shares of the basic materials company’s stock worth $1,156,000 after purchasing an additional 40 shares in the last quarter. Hunter Associates Investment Management LLC lifted its position in Air Products and Chemicals by 2.9% in the 4th quarter. Hunter Associates Investment Management LLC now owns 1,423 shares of the basic materials company’s stock valued at $353,000 after acquiring an additional 40 shares in the last quarter. Finally, Patton Fund Management Inc. lifted its position in Air Products and Chemicals by 4.9% in the 4th quarter. Patton Fund Management Inc. now owns 863 shares of the basic materials company’s stock valued at $213,000 after acquiring an additional 40 shares in the last quarter. 81.66% of the stock is owned by institutional investors.

Air Products and Chemicals Trading Down 1.2%

Shares of NYSE:APD opened at $300.39 on Thursday. The company’s 50-day moving average price is $289.52 and its two-hundred day moving average price is $269.74. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.43 and a quick ratio of 1.21. Air Products and Chemicals, Inc. has a one year low of $229.11 and a one year high of $307.29. The stock has a market capitalization of $66.89 billion, a PE ratio of 31.79, a price-to-earnings-growth ratio of 2.68 and a beta of 0.77.

Air Products and Chemicals (NYSE:APD) last issued its quarterly earnings results on Thursday, April 30th. The basic materials company reported $3.20 EPS for the quarter, topping the consensus estimate of $3.06 by $0.14. Air Products and Chemicals had a net margin of 16.91% and a return on equity of 16.11%. The firm had revenue of $3.17 billion for the quarter, compared to analysts’ expectations of $3.07 billion. During the same period in the previous year, the firm posted $2.69 EPS. The company’s revenue for the quarter was up 8.8% on a year-over-year basis. 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 13.16 EPS for the current fiscal year.

Air Products and Chemicals Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Wednesday, July 1st will be given a dividend of $1.81 per share. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $7.24 annualized dividend and a yield of 2.4%. Air Products and Chemicals’s payout ratio is 76.61%.

Key Air Products and Chemicals News

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

• Positive Sentiment: Murs/major broker price-target increases lift longer-term upside expectations — Royal Bank of Canada raised its target to $341 and kept an “outperform” call (meaning a double-digit upside vs. current levels). Read More.
• Positive Sentiment: Morgan Stanley raised its price target to $310 while keeping an “equal weight” rating, signaling modest upside from here. Read More.
• Positive Sentiment: Analysts and commentators continue to point to APD’s strong dividend profile and steady cash generation as supportive for income investors. Read More.
• Neutral Sentiment: Recent earnings beat and FY‑2026 guidance (EPS $13.00–13.25, Q3 guide 3.25–3.35) remain supportive, but management flagged risks on the earnings call — positive fundamental backdrop tempered by near-term cautions. Read More.
• Neutral Sentiment: Multiple valuation and “reconsideration” pieces examine whether recent share gains leave APD fairly priced — these raise investor focus on stretched multiples after the rally rather than fresh company-specific negatives. Read More.
• Neutral Sentiment: Another market write-up asks if it’s “too late” to re-enter after gains — discussion centers on momentum vs. valuation trade-offs. Read More.
• Negative Sentiment: Insider selling: CFO Melissa Schaeffer sold ~2,714 shares (~$824k), trimming her holding by ~16% — such insider sales can weigh on sentiment even if routine. Read More.
• Negative Sentiment: Some brokers maintain cautious stances — UBS kept a “hold” on APD, contributing to mixed analyst messages that can pressure the stock after a run-up. Read More.
• Negative Sentiment: Analyst opinions overall are mixed across the materials group, adding volatility risk as investors digest divergent targets and ratings. Read More.

Wall Street Analysts Forecast Growth

APD has been the topic of several research reports. Jefferies Financial Group boosted their price objective on shares of Air Products and Chemicals from $300.00 to $313.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Wells Fargo & Company boosted their price objective on shares of Air Products and Chemicals from $325.00 to $340.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Citigroup boosted their price objective on shares of Air Products and Chemicals from $285.00 to $315.00 and gave the company a “neutral” rating in a research report 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 price objective on the stock in a research report on Friday, May 1st. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $315.00 price objective on shares of Air Products and Chemicals in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $323.12.

Insider Activity

In other Air Products and Chemicals news, Director Ridge Lp Mantle sold 70,175 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $284.21, for a total transaction of $19,944,436.75. Following the sale, the director directly 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 filing with the SEC, which is available through this link. Also, CFO Melissa N. Schaeffer sold 2,714 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $303.76, for a total transaction of $824,404.64. Following the sale, the chief financial officer directly owned 14,212 shares in the company, valued at $4,317,037.12. This trade represents a 16.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 1.88% of the company’s stock.

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.