Air Products and Chemicals, Inc. $APD Position Increased by Buckhead Capital Management LLC

Buckhead Capital Management LLC raised its position in Air Products and Chemicals, Inc. (NYSE:APD) by 22.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,121 shares of the basic materials company’s stock after acquiring an additional 2,009 shares during the quarter. Buckhead Capital Management LLC’s holdings in Air Products and Chemicals were worth $3,094,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. State Street Corp increased its position in shares of Air Products and Chemicals by 277.4% during the 2nd quarter. State Street Corp now owns 38,161,451 shares of the basic materials company’s stock valued at $10,597,451,000 after purchasing an additional 28,050,956 shares during the last quarter. BlackRock Inc. purchased a new position in shares of Air Products and Chemicals in the second quarter worth approximately $5,370,093,000. Bank of America Corp DE boosted its holdings in shares of Air Products and Chemicals by 14.3% in the first quarter. Bank of America Corp DE now owns 4,443,531 shares of the basic materials company’s stock worth $1,290,801,000 after buying an additional 556,188 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of Air Products and Chemicals by 326.7% in the second quarter. Envestnet Asset Management Inc. now owns 3,348,573 shares of the basic materials company’s stock worth $927,010,000 after buying an additional 2,563,873 shares during the last quarter. Finally, Aristotle Capital Management LLC grew its position in Air Products and Chemicals by 0.5% during the first quarter. Aristotle Capital Management LLC now owns 2,683,883 shares of the basic materials company’s stock valued at $779,665,000 after buying an additional 14,262 shares during the period. 81.66% of the stock is owned by hedge funds and other institutional investors.

Air Products and Chemicals News Roundup

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

• Positive Sentiment: Fiscal Q4 adjusted EPS of $3.61 met consensus, while revenue rose 12.3% year over year to $3.56 billion, above estimates. The company also reported 12% growth in full-year adjusted EPS, reduced capital spending, and more than $2 billion in new electronics wins. Air Products fiscal 2026 results and guidance
• Positive Sentiment: Air Products forecast fiscal 2027 adjusted EPS of $14.15–$14.50, above its fiscal 2026 result of $13.45, indicating continued expected earnings growth.
• Positive Sentiment: RBC raised its price target to $359 and maintained an Outperform rating; Mizuho also raised its target, to $360, and kept an Outperform rating. RBC raises price target
• Neutral Sentiment: Barclays lowered its target to $346 from $353 but retained an Overweight rating, leaving its view positive while signaling a slightly reduced valuation outlook. Barclays recommendations
• Negative Sentiment: Reported GAAP results were weighed down by significant charges tied mainly to exiting two China coal-gasification projects. Full-year GAAP EPS was $2.39, far below adjusted EPS of $13.45, highlighting execution and project-related risks despite stronger core performance.

Air Products and Chemicals Trading Down 1.6%

APD stock opened at $304.61 on Friday. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.07 and a quick ratio of 0.92. The business has a 50 day simple moving average of $294.94 and a two-hundred day simple moving average of $290.92. Air Products and Chemicals, Inc. has a 1-year low of $229.11 and a 1-year high of $324.00. The company has a market capitalization of $67.83 billion, a price-to-earnings ratio of 127.99, a PEG ratio of 2.87 and a beta of 0.67.

Air Products and Chemicals (NYSE:APD) last announced its quarterly earnings results on Thursday, November 5th. The basic materials company reported $3.61 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $3.61. The company had revenue of $3.56 billion for the quarter, compared to the consensus estimate of $3.33 billion. Air Products and Chemicals had a net margin of 4.10% and a return on equity of 17.19%. Air Products and Chemicals’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.39 EPS. Research analysts anticipate that Air Products and Chemicals, Inc. will post 14.32 EPS for the current fiscal year.

Air Products and Chemicals Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 8th. Shareholders of record on Monday, January 4th will be given a dividend of $1.81 per share. The ex-dividend date is Monday, January 4th. This represents a $7.24 annualized dividend and a yield of 2.4%. Air Products and Chemicals’s dividend payout ratio (DPR) is 304.20%.

Wall Street Analysts Forecast Growth

A number of analysts have commented on APD shares. Weiss Ratings raised shares of Air Products and Chemicals from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday, October 27th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $373.00 price target on shares of Air Products and Chemicals in a research report on Friday, July 31st. Morgan Stanley set a $320.00 price target on shares of Air Products and Chemicals in a research note on Monday, August 3rd. Barclays cut their price objective on shares of Air Products and Chemicals from $353.00 to $346.00 and set an “overweight” rating for the company in a research report on Friday. Finally, Royal Bank Of Canada upped their price objective on Air Products and Chemicals from $346.00 to $359.00 and gave the stock an “outperform” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Air Products and Chemicals presently has a consensus rating of “Moderate Buy” and a consensus target price of $334.24.

About Air Products and Chemicals