AMG National Trust Bank Makes New $3.67 Million Investment in PPG Industries, Inc. $PPG

Key Points

• AMG National Trust Bank opened a new position in PPG, acquiring 35,830 shares valued at approximately $3.67 million in Q4, and institutional investors now own about 81.86% of the stock.
• PPG beat Q1 expectations with revenue of $3.93 billion (up ~6.7%) and EPS of $1.83, and management reaffirmed FY‑2026 guidance of $7.70–$8.10, though the guidance sits near the Street midpoint and likely pressured the stock.
• Company insiders have sold a substantial amount recently—113,611 shares worth roughly $14.65 million in the last 90 days, including a 78,095‑share sale by the CFO—while insiders now hold just 0.33% of shares.

AMG National Trust Bank acquired a new position in shares of PPG Industries, Inc. (NYSE:PPG - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 35,830 shares of the specialty chemicals company's stock, valued at approximately $3,671,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Dorato Capital Management acquired a new position in shares of PPG Industries during the 4th quarter worth about $26,000. Quarry LP acquired a new position in shares of PPG Industries during the 3rd quarter worth about $26,000. Steigerwald Gordon & Koch Inc. acquired a new position in shares of PPG Industries during the 3rd quarter worth about $26,000. Root Financial Partners LLC acquired a new position in shares of PPG Industries during the 3rd quarter worth about $30,000. Finally, Quent Capital LLC acquired a new position in shares of PPG Industries during the 3rd quarter worth about $57,000. 81.86% of the stock is owned by institutional investors.

Insider Transactions at PPG Industries

In related news, VP Anne M. Foulkes sold 3,594 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $124.61, for a total value of $447,848.34. Following the sale, the vice president owned 15,641 shares in the company, valued at approximately $1,949,025.01. This represents a 18.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Vincent J. Morales sold 78,095 shares of the stock in a transaction on Friday, February 13th. The shares were sold at an average price of $131.00, for a total value of $10,230,445.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 113,611 shares of company stock worth $14,647,371 in the last 90 days. Corporate insiders own 0.33% of the company's stock.

PPG Industries News Roundup

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

• Positive Sentiment: Q1 results showed revenue and profit improvement: consolidated net sales rose ~7% year‑over‑year and adjusted EPS was $1.83 (up ~6% vs. prior year), roughly in line with or slightly ahead of consensus — a sign of pricing strength and demand resilience. PPG reports first quarter 2026 financial results
• Positive Sentiment: Company backed its full‑year EPS guidance for FY‑2026 (range $7.70–$8.10), signaling management’s confidence in underlying operations and margin track. PPG Industries 1Q Revenue Rises; Backs Full-Year EPS Guidance
• Neutral Sentiment: Leadership update — PPG named Jamie A. Beggs as senior vice president and chief financial officer effective July 6, replacing a long‑tenured CFO. This is routine succession but may prompt investor questions about continuity. PPG appoints Jamie Beggs as senior vice president and chief financial officer
• Negative Sentiment: Guidance nuance likely pressured the stock: FY‑2026 EPS range ($7.70–$8.10) sits around but slightly below the Street midpoint (~$7.97), leaving room for disappointment on consensus beats — investors often react negatively to guidance that isn’t clearly above expectations. PPG stock summary and estimates

PPG Industries Trading Down 2.4%

Shares of PPG Industries stock opened at $107.68 on Wednesday. PPG Industries, Inc. has a 12-month low of $93.39 and a 12-month high of $133.43. The stock has a market cap of $24.10 billion, a P/E ratio of 15.52, a P/E/G ratio of 1.52 and a beta of 1.16. The company has a quick ratio of 1.22, a current ratio of 1.62 and a debt-to-equity ratio of 0.82. The business's 50 day moving average is $110.22 and its 200-day moving average is $107.42.

PPG Industries (NYSE:PPG - Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The specialty chemicals company reported $1.83 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.71 by $0.12. PPG Industries had a return on equity of 22.30% and a net margin of 9.93%.The company had revenue of $3.93 billion for the quarter, compared to analysts' expectations of $3.84 billion. During the same quarter in the prior year, the business posted $1.72 EPS. The business's revenue was up 6.7% compared to the same quarter last year. PPG Industries has set its FY 2026 guidance at 7.700-8.100 EPS. Equities research analysts predict that PPG Industries, Inc. will post 8 earnings per share for the current fiscal year.

PPG Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Monday, May 11th will be paid a dividend of $0.71 per share. The ex-dividend date is Monday, May 11th. This represents a $2.84 dividend on an annualized basis and a dividend yield of 2.6%. PPG Industries's dividend payout ratio is currently 40.92%.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on PPG. UBS Group decreased their target price on PPG Industries from $122.00 to $110.00 and set a "neutral" rating for the company in a research report on Thursday, April 2nd. Citigroup restated a "neutral" rating and set a $113.00 target price (down from $132.00) on shares of PPG Industries in a research report on Wednesday, April 1st. KeyCorp restated a "sector weight" rating on shares of PPG Industries in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft boosted their target price on PPG Industries from $120.00 to $130.00 in a research report on Friday, March 27th. Finally, Bank of America decreased their target price on PPG Industries from $118.00 to $116.00 and set a "neutral" rating for the company in a research report on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, PPG Industries currently has an average rating of "Hold" and an average target price of $120.86.

About PPG Industries

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.

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