UniSuper Management Pty Ltd Boosts Stake in Air Products and Chemicals, Inc. $APD

UniSuper Management Pty Ltd raised its position in Air Products and Chemicals, Inc. (NYSE:APD) by 15.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,478 shares of the basic materials company’s stock after purchasing an additional 2,678 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Air Products and Chemicals were worth $5,312,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Hunter Associates Investment Management LLC raised its holdings in shares of Air Products and Chemicals by 8.4% in the 3rd quarter. Hunter Associates Investment Management LLC now owns 1,383 shares of the basic materials company’s stock valued at $375,000 after buying an additional 107 shares during the period. Westfuller Advisors LLC acquired a new position in Air Products and Chemicals in the 3rd quarter valued at about $38,000. Delta Financial Advisors LLC increased its stake in Air Products and Chemicals by 0.7% during the third quarter. Delta Financial Advisors LLC now owns 8,473 shares of the basic materials company’s stock worth $2,311,000 after purchasing an additional 56 shares during the period. Tranquilli Financial Advisor LLC increased its stake in Air Products and Chemicals by 9.2% during the third quarter. Tranquilli Financial Advisor LLC now owns 1,082 shares of the basic materials company’s stock worth $295,000 after purchasing an additional 91 shares during the period. Finally, TrueMark Investments LLC boosted its stake in shares of Air Products and Chemicals by 7.5% in the third quarter. TrueMark Investments LLC now owns 18,611 shares of the basic materials company’s stock valued at $5,076,000 after purchasing an additional 1,292 shares during the period. 81.66% of the stock is currently owned by hedge funds and other institutional investors.

Air Products and Chemicals Stock Down 1.1%

Shares of NYSE APD opened at $261.09 on Monday. The business has a 50-day moving average of $253.64 and a two-hundred day moving average of $269.33. The company has a market capitalization of $58.12 billion, a price-to-earnings ratio of -146.68, a price-to-earnings-growth ratio of 2.57 and a beta of 0.87. Air Products and Chemicals, Inc. has a 1 year low of $229.11 and a 1 year high of $341.14. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.38 and a quick ratio of 1.20.

Air Products and Chemicals (NYSE:APD) last released its quarterly earnings data on Thursday, November 6th. The basic materials company reported $3.39 EPS for the quarter, beating analysts’ consensus estimates of $3.38 by $0.01. The business had revenue of $3.13 billion for the quarter, compared to the consensus estimate of $3.18 billion. Air Products and Chemicals had a positive return on equity of 15.18% and a negative net margin of 3.28%.The business’s revenue for the quarter was down .6% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.56 EPS. Air Products and Chemicals has set its Q1 2026 guidance at 2.950-3.100 EPS and its FY 2026 guidance at 12.850-13.150 EPS. On average, analysts forecast that Air Products and Chemicals, Inc. will post 12.69 earnings per share for the current fiscal year.

Air Products and Chemicals Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Friday, January 2nd will be given a dividend of $1.79 per share. This represents a $7.16 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Friday, January 2nd. Air Products and Chemicals’s payout ratio is currently -402.25%.

Wall Street Analyst Weigh In

APD has been the topic of several recent research reports. Evercore ISI cut their target price on shares of Air Products and Chemicals from $375.00 to $325.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 11th. Bank of America raised Air Products and Chemicals from an “underperform” rating to a “neutral” rating and set a $275.00 price objective on the stock in a research report on Thursday, January 8th. Wolfe Research reiterated an “outperform” rating and issued a $315.00 target price on shares of Air Products and Chemicals in a report on Monday, December 8th. Citigroup boosted their target price on Air Products and Chemicals from $245.00 to $272.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 21st. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Air Products and Chemicals in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $293.80.

Air Products and Chemicals Profile

Air Products and Chemicals, Inc is a global supplier of industrial gases and related equipment and services, headquartered in Allentown, Pennsylvania. The company produces and delivers atmospheric gases such as oxygen, nitrogen and argon, as well as specialty and process gases used across a wide range of industrial applications. Air Products designs, builds and operates gas production facilities, merchant distribution networks and on-site gas systems for customers that require reliable, high-purity gases and integrated supply solutions.

The company’s product and service portfolio includes packaged and bulk gas supply, pipeline distribution, on-site generation, gas handling and storage equipment, and engineered systems for gas liquefaction and purification.