Ingersoll Rand (NYSE:IR) Updates FY 2026 Earnings Guidance

Ingersoll Rand (NYSE:IR) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 3.450-3.570 for the period, compared to the consensus EPS estimate of 3.490. The company issued revenue guidance of $7.8 billion-$8.0 billion, compared to the consensus revenue estimate of $7.9 billion.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on IR shares. Wells Fargo & Company reduced their target price on shares of Ingersoll Rand from $90.00 to $88.00 and set an “overweight” rating for the company in a research report on Thursday. Barclays dropped their price target on Ingersoll Rand from $100.00 to $95.00 and set an “overweight” rating for the company in a research note on Thursday. Wall Street Zen cut Ingersoll Rand from a “buy” rating to a “hold” rating in a report on Saturday, April 11th. Stifel Nicolaus decreased their target price on Ingersoll Rand from $101.00 to $90.00 and set a “hold” rating for the company in a research report on Tuesday, April 14th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Ingersoll Rand in a research report on Friday, March 27th. Four investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $95.29.

Ingersoll Rand Stock Performance

Shares of NYSE IR traded up $1.53 during trading on Thursday, hitting $78.99. The company had a trading volume of 1,700,593 shares, compared to its average volume of 3,788,113. The stock has a 50 day simple moving average of $85.28 and a 200 day simple moving average of $83.65. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.49 and a current ratio of 2.06. Ingersoll Rand has a 12 month low of $72.45 and a 12 month high of $100.96. The firm has a market capitalization of $30.93 billion, a P/E ratio of 54.50, a price-to-earnings-growth ratio of 5.27 and a beta of 1.33.

Ingersoll Rand (NYSE:IR) last posted its quarterly earnings data on Tuesday, April 28th. The industrial products company reported $0.77 EPS for the quarter, topping the consensus estimate of $0.74 by $0.03. The firm had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.83 billion. Ingersoll Rand had a return on equity of 12.62% and a net margin of 7.60%.The business’s revenue for the quarter was up 7.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.72 earnings per share. Ingersoll Rand has set its FY 2026 guidance at 3.450-3.570 EPS. As a group, analysts anticipate that Ingersoll Rand will post 3.4 earnings per share for the current year.

Ingersoll Rand Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 14th will be paid a dividend of $0.02 per share. This represents a $0.08 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Thursday, May 14th. Ingersoll Rand’s dividend payout ratio (DPR) is 5.52%.

Insiders Place Their Bets

In other news, insider Vicente Reynal sold 30,492 shares of Ingersoll Rand stock in a transaction that occurred on Monday, April 13th. The stock was sold at an average price of $88.00, for a total value of $2,683,296.00. Following the completion of the transaction, the insider owned 209,534 shares in the company, valued at approximately $18,438,992. The trade was a 12.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Vikram Kini sold 28,367 shares of Ingersoll Rand stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $96.50, for a total value of $2,737,415.50. Following the completion of the transaction, the chief financial officer owned 98,517 shares of the company’s stock, valued at approximately $9,506,890.50. This trade represents a 22.36% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 424,263 shares of company stock worth $40,828,923. Insiders own 0.68% of the company’s stock.

Key Headlines Impacting Ingersoll Rand

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

• Positive Sentiment: Q1 beat — IR reported $0.77 EPS on $1.85B revenue, topping consensus on both earnings and sales and delivering year‑over‑year revenue growth, which supports the upside case. Business Wire Q1 Release
• Positive Sentiment: Guidance reaffirmed — Management set FY26 adjusted EPS guidance of $3.45–$3.57 and revenue of roughly $7.8–$8.0B, keeping the outlook intact rather than lowering it; that reduces downside risk to modeled full‑year earnings. MarketBeat Guidance Summary
• Positive Sentiment: Management tone / M&A pipeline — Management flagged a robust M&A pipeline and continued investments, which investors may view as a growth lever beyond organic volumes. Business Wire Q1 Release
• Neutral Sentiment: Analyst positioning — Wells Fargo trimmed its price target to $88 (from $90) but kept an Overweight rating, and street targets remain above the current price (median ~ $97), indicating continued analyst support but slightly reduced upside. Benzinga Analyst Note
• Neutral Sentiment: Full call and transcripts available — Investors can review the detailed Q1 earnings call transcripts to assess management commentary on demand, pricing and costs. Earnings Call Transcript
• Negative Sentiment: Softer organic demand & margin pressure — Investors focused on weaker organic orders (notably in the Industrial Technologies & Services segment) and a ~210 bps YOY margin contraction in that segment, driven by volume deleverage, tariffs and commercial investments — a key reason some sellers trimmed positions despite the headline beat. QuiverQuant Analysis
• Negative Sentiment: Insider & institutional selling — Reports show notable insider sales and large institutional position reductions in recent quarters, which can weigh on sentiment and supply/demand dynamics for the stock. QuiverQuant Holder Activity

Hedge Funds Weigh In On Ingersoll Rand

A number of large investors have recently bought and sold shares of the business. Arax Advisory Partners bought a new position in shares of Ingersoll Rand in the 4th quarter worth $35,000. DV Equities LLC acquired a new position in Ingersoll Rand during the 4th quarter valued at about $40,000. Osterweis Capital Management Inc. increased its position in Ingersoll Rand by 6,210.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 631 shares of the industrial products company’s stock valued at $52,000 after buying an additional 621 shares in the last quarter. EFG International AG acquired a new position in Ingersoll Rand during the 4th quarter valued at about $66,000. Finally, Geneos Wealth Management Inc. increased its position in Ingersoll Rand by 50.0% during the 2nd quarter. Geneos Wealth Management Inc. now owns 1,038 shares of the industrial products company’s stock valued at $86,000 after buying an additional 346 shares in the last quarter. Hedge funds and other institutional investors own 95.27% of the company’s stock.

Ingersoll Rand Company Profile

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.