Pacific Heights Asset Management LLC Has $15.84 Million Stake in IPG Photonics Corporation $IPGP

Pacific Heights Asset Management LLC raised its position in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 17.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 200,000 shares of the semiconductor company’s stock after acquiring an additional 30,000 shares during the quarter. Pacific Heights Asset Management LLC owned about 0.47% of IPG Photonics worth $15,838,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of IPGP. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of IPG Photonics by 20.9% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,024 shares of the semiconductor company’s stock valued at $2,541,000 after purchasing an additional 6,741 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in IPG Photonics by 0.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 87,469 shares of the semiconductor company’s stock worth $5,523,000 after purchasing an additional 744 shares in the last quarter. Jane Street Group LLC lifted its stake in IPG Photonics by 79.4% in the first quarter. Jane Street Group LLC now owns 122,105 shares of the semiconductor company’s stock valued at $7,710,000 after buying an additional 54,026 shares during the period. Parallel Advisors LLC boosted its holdings in shares of IPG Photonics by 853.9% during the 2nd quarter. Parallel Advisors LLC now owns 1,097 shares of the semiconductor company’s stock worth $75,000 after buying an additional 982 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in shares of IPG Photonics by 30.4% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 16,388 shares of the semiconductor company’s stock worth $1,207,000 after buying an additional 3,820 shares in the last quarter. 93.79% of the stock is currently owned by institutional investors and hedge funds.

IPG Photonics Trading Up 2.1%

IPG Photonics stock opened at $81.75 on Tuesday. IPG Photonics Corporation has a 1-year low of $48.59 and a 1-year high of $92.21. The firm has a market capitalization of $3.44 billion, a price-to-earnings ratio of 134.02, a price-to-earnings-growth ratio of 10.35 and a beta of 1.01. The firm’s fifty day moving average price is $77.90 and its two-hundred day moving average price is $79.70.

IPG Photonics (NASDAQ:IPGP) last posted its earnings results on Tuesday, November 4th. The semiconductor company reported $0.35 EPS for the quarter, topping the consensus estimate of $0.16 by $0.19. IPG Photonics had a net margin of 2.66% and a return on equity of 2.35%. The company had revenue of $250.79 million during the quarter, compared to the consensus estimate of $240.18 million. IPG Photonics has set its Q4 2025 guidance at 0.050-0.350 EPS. On average, research analysts forecast that IPG Photonics Corporation will post 1.54 EPS for the current year.

Insiders Place Their Bets

In other news, major shareholder Fibre Devices Ltd Ip sold 12,785 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $74.76, for a total value of $955,806.60. Following the transaction, the insider owned 6,657,336 shares in the company, valued at $497,702,439.36. This trade represents a 0.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Eugene A. Scherbakov sold 2,700 shares of IPG Photonics stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $74.44, for a total value of $200,988.00. Following the transaction, the director directly owned 62,030 shares in the company, valued at approximately $4,617,513.20. The trade was a 4.17% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 404,046 shares of company stock valued at $30,864,437. Corporate insiders own 39.50% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on IPGP. Benchmark reiterated a “hold” rating on shares of IPG Photonics in a research note on Wednesday, December 10th. Stifel Nicolaus set a $92.00 price target on shares of IPG Photonics in a research note on Tuesday, November 4th. Roth Capital set a $96.00 price objective on shares of IPG Photonics and gave the company a “buy” rating in a report on Monday, October 6th. Citigroup raised shares of IPG Photonics from a “sell” rating to a “buy” rating and increased their price objective for the stock from $68.00 to $105.00 in a research report on Wednesday, November 5th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of IPG Photonics in a research report on Monday, December 29th. Two analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.33.

IPG Photonics Company 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.