Emerald Advisers LLC Increases Position in IPG Photonics Corporation $IPGP

Emerald Advisers LLC lifted its stake in IPG Photonics Corporation (NASDAQ:IPGP) by 49.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 304,916 shares of the semiconductor company’s stock after acquiring an additional 100,866 shares during the period. IPG Photonics accounts for 1.1% of Emerald Advisers LLC’s portfolio, making the stock its 26th largest position. Emerald Advisers LLC’s holdings in IPG Photonics were worth $34,940,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd boosted its position in IPG Photonics by 184.4% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 455 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 295 shares in the last quarter. Rockefeller Capital Management L.P. lifted its position in shares of IPG Photonics by 43.0% during the fourth quarter. Rockefeller Capital Management L.P. now owns 552 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 166 shares during the last quarter. Global Retirement Partners LLC lifted its position in shares of IPG Photonics by 428.9% during the fourth quarter. Global Retirement Partners LLC now owns 677 shares of the semiconductor company’s stock valued at $48,000 after buying an additional 549 shares during the last quarter. Hantz Financial Services Inc. boosted its holdings in shares of IPG Photonics by 332.9% in the 4th quarter. Hantz Financial Services Inc. now owns 684 shares of the semiconductor company’s stock valued at $49,000 after buying an additional 526 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of IPG Photonics by 348.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 744 shares of the semiconductor company’s stock valued at $51,000 after buying an additional 578 shares in the last quarter. 93.79% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at IPG Photonics

In other news, Director Tang Agnes sold 1,511 shares of the firm’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $117.85, for a total value of $178,071.35. Following the completion of the transaction, the director directly owned 9,588 shares in the company, valued at $1,129,945.80. This trade represents a 13.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Fibre Devices Ltd Ip sold 65,700 shares of IPG Photonics stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $103.64, for a total value of $6,809,148.00. Following the sale, the insider directly owned 6,463,302 shares of the company’s stock, valued at $669,856,619.28. This trade represents a 1.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 80,400 shares of company stock worth $8,515,516. 37.50% of the stock is owned by corporate insiders.

IPG Photonics Trading Down 2.8%

NASDAQ:IPGP opened at $104.73 on Tuesday. IPG Photonics Corporation has a 12 month low of $71.35 and a 12 month high of $155.82. The firm has a fifty day simple moving average of $110.73 and a 200-day simple moving average of $109.51. The company has a market capitalization of $4.44 billion, a P/E ratio of 151.78, a PEG ratio of 3.13 and a beta of 0.94.

IPG Photonics (NASDAQ:IPGP) last released its earnings results on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.32 by ($0.03). The firm had revenue of $265.50 million during the quarter, compared to analyst estimates of $256.99 million. IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. IPG Photonics’s revenue was up 16.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.09 earnings per share. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. Equities analysts forecast that IPG Photonics Corporation will post 1.66 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms recently commented on IPGP. Zacks Research lowered shares of IPG Photonics from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 4th. Stifel Nicolaus lowered their target price on shares of IPG Photonics from $165.00 to $125.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. Needham & Company LLC raised shares of IPG Photonics from a “hold” rating to a “buy” rating and set a $110.00 price target on the stock in a report on Wednesday, May 6th. Citigroup upped their price target on IPG Photonics from $105.00 to $150.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Finally, Roth Capital reiterated a “buy” rating and set a $151.00 price objective on shares of IPG Photonics in a report on Tuesday, May 19th. Six equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $135.50.

IPG Photonics Profile

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.