Argo Wealth Advisory LLC Acquires Shares of 19,723 Xylem Inc. $XYL

Key Points

• Argo Wealth Advisory LLC purchased 19,723 shares of Xylem (NYSE:XYL) in Q4, a stake worth about $2.69 million that represents roughly 1.6% of the firm’s portfolio and its 19th-largest holding.
• Xylem reported Q earnings of $1.42 EPS (in line with estimates) with revenue up 6.3% year-over-year, set FY2026 guidance of 5.350–5.560 EPS, raised its quarterly dividend to $0.43 ($1.72 annual) and authorized a $1.5 billion share repurchase (~4.8% of outstanding shares).
• Analysts hold a consensus of “Moderate Buy” with an average price target of $155.31; institutional investors own about 87.96% of Xylem, which has a market cap near $30.4 billion.

Argo Wealth Advisory LLC purchased a new position in Xylem Inc. (NYSE:XYL - Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 19,723 shares of the industrial products company's stock, valued at approximately $2,686,000. Xylem comprises approximately 1.6% of Argo Wealth Advisory LLC's investment portfolio, making the stock its 19th largest position.

Several other hedge funds and other institutional investors have also made changes to their positions in XYL. SJS Investment Consulting Inc. increased its holdings in shares of Xylem by 1,844.4% in the third quarter. SJS Investment Consulting Inc. now owns 175 shares of the industrial products company's stock worth $26,000 after acquiring an additional 166 shares in the last quarter. Knuff & Co LLC acquired a new stake in shares of Xylem in the third quarter valued at about $27,000. Board of the Pension Protection Fund acquired a new stake in shares of Xylem in the fourth quarter valued at about $27,000. Wexford Capital LP acquired a new position in Xylem during the third quarter worth approximately $27,000. Finally, First Horizon Corp acquired a new position in Xylem during the third quarter worth approximately $30,000. 87.96% of the stock is currently owned by institutional investors.

Xylem Stock Performance

Shares of Xylem stock opened at $125.20 on Friday. The company has a current ratio of 1.62, a quick ratio of 1.28 and a debt-to-equity ratio of 0.12. The business has a 50-day moving average price of $125.42 and a two-hundred day moving average price of $136.77. Xylem Inc. has a 1-year low of $107.04 and a 1-year high of $154.27. The company has a market cap of $30.44 billion, a P/E ratio of 31.94, a PEG ratio of 1.80 and a beta of 1.18.

Xylem (NYSE:XYL - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The industrial products company reported $1.42 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $1.42. Xylem had a net margin of 10.59% and a return on equity of 11.11%. During the same quarter in the previous year, the firm posted $1.18 EPS. The firm's revenue was up 6.3% compared to the same quarter last year. Xylem has set its FY 2026 guidance at 5.350-5.560 EPS. As a group, analysts anticipate that Xylem Inc. will post 4.65 EPS for the current year.

Xylem Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 24th. Shareholders of record on Tuesday, February 24th were given a dividend of $0.43 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $1.72 annualized dividend and a dividend yield of 1.4%. This is an increase from Xylem's previous quarterly dividend of $0.40. Xylem's payout ratio is 43.88%.

Xylem announced that its board has approved a share repurchase program on Wednesday, February 25th that authorizes the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization authorizes the industrial products company to buy up to 4.8% of its shares through open market purchases. Shares repurchase programs are often a sign that the company's management believes its stock is undervalued.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on XYL. Jefferies Financial Group restated a "hold" rating and set a $130.00 price objective (down from $140.00) on shares of Xylem in a report on Tuesday, March 31st. Robert W. Baird set a $161.00 price target on Xylem in a research note on Wednesday, February 11th. William Blair started coverage on Xylem in a research note on Monday, January 26th. They issued an "outperform" rating for the company. Oppenheimer restated an "outperform" rating and set a $160.00 target price (down from $165.00) on shares of Xylem in a research note on Wednesday, April 1st. Finally, TD Cowen restated a "hold" rating on shares of Xylem in a research note on Monday, February 23rd. Nine research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, Xylem has an average rating of "Moderate Buy" and an average price target of $155.31.

About Xylem

Xylem Inc NYSE: XYL is a global water technology company that designs, manufactures and services engineered systems and equipment for the transport, treatment, testing and efficient use of water. Its product portfolio spans pumps and pumping systems, valves, filtration and disinfection equipment, sensors and analytical instruments, and digital solutions for monitoring and control of water infrastructure. Xylem serves the full water cycle with offerings for water and wastewater utilities, industrial customers, commercial and residential buildings, and agricultural applications.

The company was established as an independent publicly traded company in 2011 following a corporate spin-off from ITT Corporation and is headquartered in Rye Brook, New York.

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