PPG Industries (NYSE:PPG) Announces Quarterly Earnings Results

PPG Industries (NYSE:PPG) issued its quarterly earnings results on Tuesday. The specialty chemicals company reported $1.51 earnings per share for the quarter, missing analysts’ consensus estimates of $1.57 by ($0.06), Zacks reports. The company had revenue of $3.91 billion during the quarter, compared to analyst estimates of $3.77 billion. PPG Industries had a return on equity of 23.61% and a net margin of 6.35%.The company’s revenue was up 5.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.61 earnings per share. PPG Industries updated its FY 2026 guidance to 7.700-8.100 EPS.

PPG Industries Trading Down 2.0%

Shares of NYSE PPG opened at $110.37 on Wednesday. The company has a current ratio of 1.47, a quick ratio of 1.08 and a debt-to-equity ratio of 0.74. PPG Industries has a one year low of $90.24 and a one year high of $124.54. The business has a 50-day moving average price of $103.99 and a two-hundred day moving average price of $105.45. The firm has a market capitalization of $24.77 billion, a PE ratio of 25.03, a PEG ratio of 3.34 and a beta of 1.17.

PPG Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Friday, February 20th will be paid a $0.71 dividend. This represents a $2.84 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Friday, February 20th. PPG Industries’s dividend payout ratio is currently 64.40%.

Trending Headlines about PPG Industries

Here are the key news stories impacting PPG Industries this week:

• Positive Sentiment: Revenue beat and top-line growth — Q4 sales rose about 5% to ~$3.91B, driven by higher prices and volume, showing demand resilience in coatings. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss
• Positive Sentiment: Strong cash generation and balance-sheet improvement — operating cash flow jumped and cash balances increased while total liabilities declined, which supports capital allocation flexibility. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss
• Positive Sentiment: New commercial win — PPG was named sole supplier of refinish coatings to Quality Collision Group (95+ locations), supporting aftermarket growth and recurring revenue opportunities. PPG named sole supplier of coatings for Quality Collision Group body shops
• Neutral Sentiment: Analyst coverage and targets remain mixed but generally constructive, with a median target near $118.5 — provides context for upside if margins recover. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss
• Neutral Sentiment: Dividend/quality positioning — PPG appears in dividend‑focused coverage lists, which may support investor interest but is not an immediate catalyst. 3 Top Dividend Aristocrats for 2026
• Negative Sentiment: EPS miss — reported Q4 EPS missed consensus (company reported ~$1.51 vs. estimates around $1.57–$1.60), signaling near‑term margin pressure. PPG Industries (PPG) Q4 Earnings Miss Estimates
• Negative Sentiment: FY‑2026 EPS guidance trimmed vs. consensus — company set FY26 EPS guidance of 7.700–8.100, slightly below the Street consensus (~8.06), which pressured the stock.
• Negative Sentiment: Profitability deterioration — operating profit and reported net income were down year‑over‑year (Quiver flagged a notable drop in operating profit and net income), underscoring margin headwinds that need addressing. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss
• Negative Sentiment: Insider selling noted (CFO sale disclosed) — a minor signal some investors may watch for sentiment implications. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss

Insider Activity

In other PPG Industries news, CFO Vincent J. Morales sold 5,200 shares of PPG Industries stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $110.00, for a total transaction of $572,000.00. Following the completion of the sale, the chief financial officer owned 28,439 shares of the company’s stock, valued at $3,128,290. This trade represents a 15.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. 0.33% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of PPG. Quarry LP acquired a new position in PPG Industries during the 3rd quarter worth $26,000. Chapman Financial Group LLC bought a new position in shares of PPG Industries in the second quarter worth about $71,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of PPG Industries during the 3rd quarter worth about $72,000. MUFG Securities EMEA plc bought a new stake in PPG Industries during the 2nd quarter valued at approximately $76,000. Finally, Johnson Financial Group Inc. increased its position in PPG Industries by 87.8% in the 3rd quarter. Johnson Financial Group Inc. now owns 922 shares of the specialty chemicals company’s stock worth $97,000 after buying an additional 431 shares during the period. Institutional investors and hedge funds own 81.86% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. BNP Paribas Exane dropped their price objective on PPG Industries from $113.00 to $112.00 and set a “neutral” rating on the stock in a research note on Wednesday, January 14th. Citigroup boosted their price target on shares of PPG Industries from $116.00 to $120.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Berenberg Bank cut their price target on shares of PPG Industries from $131.00 to $110.00 and set a “hold” rating for the company in a report on Thursday, December 4th. Zacks Research raised shares of PPG Industries from a “strong sell” rating to a “hold” rating in a research note on Friday, January 23rd. Finally, JPMorgan Chase & Co. raised their target price on shares of PPG Industries from $112.00 to $117.00 and gave the stock an “overweight” rating in a report on Friday, November 21st. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $120.86.

PPG Industries Company Profile

PPG Industries is a global supplier of paints, coatings and specialty materials that serves industrial, transportation, consumer and construction markets. Founded in 1883 as the Pittsburgh Plate Glass Company, PPG has evolved from its origins in glass manufacturing into a diversified coatings and materials company headquartered in Pittsburgh, Pennsylvania. The company develops and manufactures a broad array of products used to protect and enhance surfaces, from consumer paints to highly engineered coatings for demanding industrial applications.

PPG’s product portfolio includes architectural and decorative paints, automotive original equipment and refinish coatings, industrial coatings for machinery and equipment, protective and marine coatings, aerospace and defense coatings, and packaging coatings and materials.