Seaport Res Ptn Issues Negative Outlook for APD Earnings

Air Products and Chemicals, Inc. (NYSE:APD) – Research analysts at Seaport Res Ptn reduced their Q2 2025 earnings per share estimates for Air Products and Chemicals in a report issued on Monday, February 10th. Seaport Res Ptn analyst M. Harrison now expects that the basic materials company will earn $2.83 per share for the quarter, down from their prior forecast of $3.09. The consensus estimate for Air Products and Chemicals’ current full-year earnings is $12.77 per share. Seaport Res Ptn also issued estimates for Air Products and Chemicals’ FY2025 earnings at $12.61 EPS and FY2026 earnings at $13.91 EPS.

Several other research firms have also commented on APD. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $320.00 price target (down previously from $345.00) on shares of Air Products and Chemicals in a research report on Friday, February 7th. Redburn Atlantic raised shares of Air Products and Chemicals from a “sell” rating to a “neutral” rating and set a $330.00 target price on the stock in a report on Friday, October 25th. UBS Group upped their price target on shares of Air Products and Chemicals from $375.00 to $385.00 and gave the company a “buy” rating in a research report on Tuesday, January 28th. Wells Fargo & Company raised their price objective on shares of Air Products and Chemicals from $350.00 to $365.00 and gave the stock an “overweight” rating in a research report on Friday, February 7th. Finally, Citigroup upped their target price on shares of Air Products and Chemicals from $345.00 to $365.00 and gave the company a “buy” rating in a report on Monday, November 11th. One equities research analyst has rated the stock with a sell rating, seven have assigned a hold rating and twelve have assigned a buy rating to the stock. According to MarketBeat, Air Products and Chemicals presently has a consensus rating of “Moderate Buy” and an average target price of $339.94.

Air Products and Chemicals Stock Performance

NYSE APD opened at $310.35 on Wednesday. The company has a fifty day moving average of $308.90 and a two-hundred day moving average of $302.60. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.11 and a quick ratio of 1.34. Air Products and Chemicals has a 1 year low of $216.30 and a 1 year high of $341.14. The company has a market capitalization of $69.02 billion, a PE ratio of 18.02, a P/E/G ratio of 3.47 and a beta of 0.85.

Air Products and Chemicals (NYSE:APD) last issued its earnings results on Thursday, February 6th. The basic materials company reported $2.86 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.13 by ($0.27). Air Products and Chemicals had a net margin of 31.88% and a return on equity of 15.78%.

Air Products and Chemicals Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, May 12th. Stockholders of record on Tuesday, April 1st will be given a dividend of $1.79 per share. This represents a $7.16 dividend on an annualized basis and a dividend yield of 2.31%. This is an increase from Air Products and Chemicals’s previous quarterly dividend of $1.77. The ex-dividend date is Tuesday, April 1st. Air Products and Chemicals’s dividend payout ratio (DPR) is presently 41.11%.

Insider Transactions at Air Products and Chemicals

In related news, VP Sean D. Major sold 4,500 shares of Air Products and Chemicals stock in a transaction that occurred on Friday, February 7th. The stock was sold at an average price of $315.46, for a total transaction of $1,419,570.00. Following the completion of the transaction, the vice president now directly owns 14,273 shares in the company, valued at $4,502,560.58. The trade was a 23.97 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Francesco Maione sold 2,016 shares of the company’s stock in a transaction that occurred on Monday, February 10th. The shares were sold at an average price of $306.00, for a total value of $616,896.00. Following the completion of the sale, the insider now directly owns 3,834 shares in the company, valued at approximately $1,173,204. The trade was a 34.46 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 9,749 shares of company stock valued at $3,030,032 in the last quarter. 0.41% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Air Products and Chemicals

A number of institutional investors have recently made changes to their positions in the stock. Norges Bank purchased a new stake in Air Products and Chemicals during the 4th quarter worth about $919,721,000. Raymond James Financial Inc. purchased a new stake in shares of Air Products and Chemicals during the fourth quarter worth about $885,371,000. Pathway Financial Advisers LLC raised its position in shares of Air Products and Chemicals by 29,954.1% in the third quarter. Pathway Financial Advisers LLC now owns 2,894,211 shares of the basic materials company’s stock valued at $861,722,000 after buying an additional 2,884,581 shares during the last quarter. ING Groep NV lifted its stake in shares of Air Products and Chemicals by 240.7% during the third quarter. ING Groep NV now owns 1,023,433 shares of the basic materials company’s stock valued at $304,717,000 after buying an additional 723,019 shares during the period. Finally, Mizuho Markets Americas LLC boosted its position in Air Products and Chemicals by 318.7% during the third quarter. Mizuho Markets Americas LLC now owns 948,723 shares of the basic materials company’s stock worth $282,473,000 after acquiring an additional 722,132 shares during the last quarter. 81.66% of the stock is owned by institutional investors and hedge funds.

Air Products and Chemicals Company Profile

Air Products and Chemicals, Inc provides atmospheric gases, process and specialty gases, equipment, and related services in the Americas, Asia, Europe, the Middle East, India, and internationally. The company produces atmospheric gases, including oxygen, nitrogen, and argon; process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, and syngas; and specialty gases for customers in various industries, including refining, chemical, manufacturing, electronics, energy production, medical, food, and metals.