Q4 EPS Forecast for Illinois Tool Works Lifted by Analyst

Illinois Tool Works Inc. (NYSE:ITW) – Research analysts at Zacks Research lifted their Q4 2025 EPS estimates for Illinois Tool Works in a research note issued on Wednesday, February 19th. Zacks Research analyst A. Bhattacharjee now anticipates that the industrial products company will post earnings of $2.63 per share for the quarter, up from their previous forecast of $2.62. The consensus estimate for Illinois Tool Works’ current full-year earnings is $10.39 per share. Zacks Research also issued estimates for Illinois Tool Works’ Q2 2026 earnings at $2.86 EPS, Q3 2026 earnings at $2.94 EPS and FY2026 earnings at $11.20 EPS.

Illinois Tool Works (NYSE:ITW) last announced its quarterly earnings data on Wednesday, February 5th. The industrial products company reported $2.54 EPS for the quarter, beating the consensus estimate of $2.50 by $0.04. Illinois Tool Works had a net margin of 21.94% and a return on equity of 95.39%.

Other research analysts also recently issued reports about the stock. Citigroup lowered their price objective on shares of Illinois Tool Works from $279.00 to $265.00 and set a “neutral” rating for the company in a research report on Monday, January 13th. Evercore ISI lowered their price target on shares of Illinois Tool Works from $255.00 to $252.00 and set an “underperform” rating for the company in a report on Wednesday, February 19th. Stifel Nicolaus lowered their price target on shares of Illinois Tool Works from $266.00 to $259.00 and set a “hold” rating for the company in a report on Thursday, February 6th. StockNews.com downgraded shares of Illinois Tool Works from a “buy” rating to a “hold” rating in a report on Thursday, February 6th. Finally, JPMorgan Chase & Co. lowered their price target on shares of Illinois Tool Works from $300.00 to $295.00 and set an “overweight” rating for the company in a report on Monday, February 3rd. Two research analysts have rated the stock with a sell rating, seven have given a hold rating, two have given a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, Illinois Tool Works has an average rating of “Hold” and a consensus price target of $269.30.

Illinois Tool Works Stock Down 0.5 %

Shares of ITW opened at $264.30 on Monday. Illinois Tool Works has a one year low of $232.77 and a one year high of $279.13. The company has a market cap of $77.57 billion, a P/E ratio of 22.55, a P/E/G ratio of 4.56 and a beta of 1.11. The company has a debt-to-equity ratio of 1.90, a current ratio of 1.36 and a quick ratio of 0.99. The firm has a 50 day simple moving average of $257.08 and a two-hundred day simple moving average of $258.58.

Illinois Tool Works Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 10th. Investors of record on Monday, March 31st will be issued a $1.50 dividend. The ex-dividend date of this dividend is Monday, March 31st. This represents a $6.00 dividend on an annualized basis and a yield of 2.27%. Illinois Tool Works’s payout ratio is 51.19%.

Insider Activity at Illinois Tool Works

In other Illinois Tool Works news, Director Ernest Scott Santi sold 70,000 shares of the stock in a transaction dated Wednesday, February 19th. The stock was sold at an average price of $263.30, for a total transaction of $18,431,000.00. Following the completion of the sale, the director now directly owns 260,224 shares in the company, valued at approximately $68,516,979.20. This trade represents a 21.20 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 0.88% of the stock is currently owned by company insiders.

Institutional Trading of Illinois Tool Works

Large investors have recently bought and sold shares of the business. Prudent Man Investment Management Inc. acquired a new stake in Illinois Tool Works during the 4th quarter worth about $25,000. Redwood Park Advisors LLC acquired a new stake in Illinois Tool Works during the 4th quarter worth about $26,000. Glass Jacobson Investment Advisors llc grew its holdings in Illinois Tool Works by 336.0% during the 4th quarter. Glass Jacobson Investment Advisors llc now owns 109 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 84 shares during the period. Sugar Maple Asset Management LLC acquired a new stake in Illinois Tool Works during the 4th quarter worth about $28,000. Finally, True Wealth Design LLC grew its holdings in Illinois Tool Works by 1,060.0% during the 3rd quarter. True Wealth Design LLC now owns 116 shares of the industrial products company’s stock worth $30,000 after acquiring an additional 106 shares during the period. 79.77% of the stock is currently owned by institutional investors and hedge funds.

About Illinois Tool Works

Illinois Tool Works Inc manufactures and sells industrial products and equipment in the United States and internationally. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products.