Air Products and Chemicals, Inc. (NYSE:APD) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• Consensus "Moderate Buy": Sixteen analysts rate APD a Moderate Buy (10 buy, 5 hold, 1 strong buy) with an average 12‑month price target of $318.24, and several firms have recently raised targets (e.g., Mizuho $345, JPMorgan $330, UBS $316).
• Q2 beat and raised guidance: Air Products reported adjusted Q2 EPS $3.20 vs. $3.06 consensus and revenue $3.17B vs. $3.07B, and raised FY2026 adjusted EPS guidance to $13.00–13.25 while targeting roughly $1B of capex reductions and citing new commercial wins and stronger helium positioning.
• Insider moves, institutional ownership and dividend: A director sold 70,175 shares (a 42.87% reduction in their stake), institutional investors own 81.66% of the stock, and the firm declared a $1.81 quarterly dividend ($7.24 annual, ~2.4% yield).

Shares of Air Products and Chemicals, Inc. (NYSE:APD - Get Free Report) have received an average rating of "Moderate Buy" from the sixteen ratings firms that are covering the firm, MarketBeat.com reports. Five equities research analysts have rated the stock with a hold rating, ten have issued a buy rating and one has given a strong buy rating to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $318.2353.

Several equities research analysts have weighed in on APD shares. Mizuho set a $345.00 price target on Air Products and Chemicals in a report on Friday. JPMorgan Chase & Co. raised their price target on Air Products and Chemicals from $310.00 to $330.00 and gave the stock an "overweight" rating in a report on Friday. UBS Group raised their price target on Air Products and Chemicals from $307.00 to $316.00 and gave the stock a "neutral" rating in a report on Friday. Jefferies Financial Group raised their price target on Air Products and Chemicals from $300.00 to $313.00 and gave the stock a "buy" rating in a report on Monday, February 2nd. Finally, Citigroup raised their price target on Air Products and Chemicals from $285.00 to $315.00 and gave the stock a "neutral" rating in a report on Monday, April 13th.

Insiders Place Their Bets

In other Air Products and Chemicals news, Director Ridge Lp Mantle sold 70,175 shares of the firm's stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $284.21, for a total value of $19,944,436.75. Following the completion of the sale, the director owned 93,499 shares of the company's stock, valued at approximately $26,573,350.79. This trade represents a 42.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 1.88% of the company's stock.

Institutional Investors Weigh In On Air Products and Chemicals

Institutional investors and hedge funds have recently modified their holdings of the company. Rockland Trust Co. lifted its holdings in shares of Air Products and Chemicals by 8.2% during the fourth quarter. Rockland Trust Co. now owns 56,909 shares of the basic materials company's stock worth $14,058,000 after purchasing an additional 4,319 shares during the period. Platform Technology Partners lifted its holdings in shares of Air Products and Chemicals by 683.0% during the third quarter. Platform Technology Partners now owns 7,164 shares of the basic materials company's stock worth $1,954,000 after purchasing an additional 6,249 shares during the period. Barclays PLC lifted its holdings in shares of Air Products and Chemicals by 16.4% during the third quarter. Barclays PLC now owns 789,659 shares of the basic materials company's stock worth $215,356,000 after purchasing an additional 111,317 shares during the period. Mather Group LLC. lifted its holdings in shares of Air Products and Chemicals by 11.5% during the fourth quarter. Mather Group LLC. now owns 57,474 shares of the basic materials company's stock worth $14,197,000 after purchasing an additional 5,909 shares during the period. Finally, Barrow Hanley Mewhinney & Strauss LLC lifted its holdings in Air Products and Chemicals by 0.9% in the third quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 2,299,299 shares of the basic materials company's stock valued at $627,065,000 after acquiring an additional 21,479 shares during the period. Institutional investors and hedge funds own 81.66% of the company's stock.

Air Products and Chemicals Price Performance

APD opened at $301.11 on Friday. The business's 50-day moving average is $288.71 and its two-hundred day moving average is $269.02. Air Products and Chemicals has a 1 year low of $229.11 and a 1 year high of $307.29. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.43 and a quick ratio of 1.23. The firm has a market capitalization of $67.05 billion, a PE ratio of 31.86, a price-to-earnings-growth ratio of 2.83 and a beta of 0.77.

Air Products and Chemicals (NYSE:APD - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The basic materials company reported $3.20 earnings per share for the quarter, topping the consensus estimate of $3.06 by $0.14. The business had revenue of $3.17 billion during the quarter, compared to the consensus estimate of $3.07 billion. Air Products and Chemicals had a return on equity of 16.11% and a net margin of 16.91%.The company's quarterly revenue was up 8.8% on a year-over-year basis. During the same quarter last year, the company earned $2.69 earnings per share. Air Products and Chemicals has set its FY 2026 guidance at 13.000-13.250 EPS and its Q3 2026 guidance at 3.250-3.350 EPS. Research analysts anticipate that Air Products and Chemicals will post 13.11 earnings per share for the current fiscal year.

Air Products and Chemicals Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Wednesday, July 1st will be issued a $1.81 dividend. This represents a $7.24 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Wednesday, July 1st. Air Products and Chemicals's dividend payout ratio (DPR) is currently -479.47%.

Trending Headlines about Air Products and Chemicals

Here are the key news stories impacting Air Products and Chemicals this week:

• Positive Sentiment: Q2 beat and guidance raise — Air Products reported adjusted Q2 EPS of $3.20 vs. consensus ~$3.06 and raised FY2026 adjusted EPS guidance to $13.00–13.25 (above prior outlook). Management cited stronger pricing, helium strength and new assets coming online. Q2 Results Release
• Positive Sentiment: Analyst upgrades and higher price targets — JPMorgan raised its target to $330 (overweight) and Wells Fargo to $340 (overweight), providing additional buy-side momentum. These lifts signal growing street confidence and imply double-digit upside vs. current levels. Benzinga
• Positive Sentiment: Capital discipline / capex reduction target — Management and press coverage note efforts to target ~$1B of capex reductions, which supports near‑term cash flow and EPS durability. MSN
• Positive Sentiment: New commercial wins and helium positioning — Company disclosed strategic wins (Samsung semiconductor supply, NASA/Artemis support) and steps to strengthen helium supply (increased U.S. production, storage/liquefaction) — supportive for longer‑term growth and pricing. Q2 Results Release
• Neutral Sentiment: Investor resources and transcripts — Multiple analyst notes, earnings call transcript and slide deck are available for deeper review; these are informational but don’t change the near‑term narrative. Earnings Transcript
• Neutral Sentiment: AISTech trade show presence — Air Products will showcase low‑carbon iron & steel solutions at AISTech2026 and donate to the AIST Foundation; positive from an ESG/business development angle but more long-term. AISTech2026
• Negative Sentiment: Profitability nuance — Some published summaries note a negative net margin metric (reflecting non‑GAAP adjustments or one‑time items), which is a reminder to vet GAAP vs. adjusted figures and any transient charges when modeling earnings. MarketBeat Earnings Summary

Air Products and Chemicals Company 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.

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