Jupiter Topco LLC Takes Position in IPG Photonics Corporation $IPGP

Jupiter Topco LLC acquired a new stake in shares of IPG Photonics Corporation (NASDAQ:IPGP) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 12,206 shares of the semiconductor company’s stock, valued at approximately $1,432,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Legal & General Group Plc lifted its holdings in shares of IPG Photonics by 8.5% during the fourth quarter. Legal & General Group Plc now owns 199,766 shares of the semiconductor company’s stock valued at $14,303,000 after acquiring an additional 15,670 shares during the period. Intech Investment Management LLC bought a new position in IPG Photonics during the fourth quarter worth about $6,376,000. First Eagle Investment Management LLC boosted its holdings in IPG Photonics by 0.3% during the fourth quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock worth $321,277,000 after buying an additional 12,344 shares during the last quarter. Renaissance Technologies LLC increased its stake in shares of IPG Photonics by 173.8% in the 1st quarter. Renaissance Technologies LLC now owns 85,700 shares of the semiconductor company’s stock valued at $9,820,000 after acquiring an additional 54,400 shares during the last quarter. Finally, Sei Investments Co. increased its stake in shares of IPG Photonics by 445.9% in the 1st quarter. Sei Investments Co. now owns 192,688 shares of the semiconductor company’s stock valued at $22,080,000 after acquiring an additional 157,392 shares during the last quarter. Institutional investors and hedge funds own 93.79% of the company’s stock.

Insider Activity

In related news, major shareholder Fibre Devices Ltd Ip sold 65,700 shares of IPG Photonics stock in a transaction on Monday, June 29th. The stock was sold at an average price of $103.64, for a total transaction of $6,809,148.00. Following the sale, the insider directly owned 6,463,302 shares in the company, valued at approximately $669,856,619.28. This trade represents a 1.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of the company’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $102.31, for a total value of $5,761,689.96. Following the transaction, the insider directly owned 6,670,283 shares in the company, valued at $682,436,653.73. This represents a 0.84% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 211,285 shares of company stock worth $20,320,899 in the last three months. Corporate insiders own 37.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Wall Street Zen cut shares of IPG Photonics from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Weiss Ratings reissued a “sell (d+)” rating on shares of IPG Photonics in a report on Wednesday, June 24th. Roth Capital reaffirmed a “buy” rating and set a $151.00 price objective on shares of IPG Photonics in a research note on Tuesday, May 19th. Citigroup decreased their target price on IPG Photonics from $150.00 to $137.00 and set a “buy” rating for the company in a research note on Tuesday, August 11th. Finally, Needham & Company LLC increased their target price on IPG Photonics from $110.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Five investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $142.60.

IPG Photonics Stock Up 2.0%

IPG Photonics stock opened at $78.00 on Friday. The business’s 50-day moving average price is $90.68 and its two-hundred day moving average price is $108.59. The stock has a market cap of $3.32 billion, a PE ratio of 120.00, a P/E/G ratio of 2.03 and a beta of 0.98. IPG Photonics Corporation has a 12-month low of $69.41 and a 12-month high of $155.82.

IPG Photonics (NASDAQ:IPGP) last announced its quarterly earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.37 by $0.21. The firm had revenue of $278.58 million for the quarter, compared to analyst estimates of $279.98 million. IPG Photonics had a return on equity of 3.39% and a net margin of 2.58%.The business’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same period last year, the firm posted $0.16 earnings per share. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. As a group, analysts expect that IPG Photonics Corporation will post 1.82 earnings per share for the current year.

About IPG Photonics

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.