Axis Wealth Partners LLC Makes New $2.55 Million Investment in Xylem Inc. $XYL

Key Points

• Axis Wealth Partners bought a new position in Xylem, acquiring 18,706 shares valued at about $2.55 million, which represents roughly 1.4% of the fund's portfolio and is its 18th-largest holding.
• Xylem reported Q results of $1.42 EPS (in line), revenue up 6.3% YoY, set FY2026 guidance of 5.350–5.560 EPS, raised its quarterly dividend to $0.43, and authorized a $1.50 billion share buyback (about 4.8% of shares), while analysts hold a "Moderate Buy" consensus.

Axis Wealth Partners LLC bought a new position in Xylem Inc. (NYSE:XYL - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 18,706 shares of the industrial products company's stock, valued at approximately $2,547,000. Xylem makes up approximately 1.4% of Axis Wealth Partners LLC's portfolio, making the stock its 18th biggest holding.

Several other hedge funds have also added to or reduced their stakes in XYL. AQR Capital Management LLC boosted its holdings in Xylem by 14.4% in the first quarter. AQR Capital Management LLC now owns 30,955 shares of the industrial products company's stock worth $3,645,000 after acquiring an additional 3,900 shares in the last quarter. NewEdge Advisors LLC raised its stake in shares of Xylem by 3.3% in the first quarter. NewEdge Advisors LLC now owns 4,151 shares of the industrial products company's stock worth $496,000 after purchasing an additional 132 shares during the last quarter. Empowered Funds LLC raised its stake in shares of Xylem by 56.1% in the first quarter. Empowered Funds LLC now owns 8,678 shares of the industrial products company's stock worth $1,037,000 after purchasing an additional 3,120 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of Xylem by 97.6% in the second quarter. Arrowstreet Capital Limited Partnership now owns 11,151 shares of the industrial products company's stock worth $1,442,000 after purchasing an additional 5,509 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Xylem by 114.0% in the second quarter. EverSource Wealth Advisors LLC now owns 1,192 shares of the industrial products company's stock worth $154,000 after purchasing an additional 635 shares during the last quarter. 87.96% of the stock is owned by institutional investors.

Xylem Stock Up 1.6%

Xylem stock opened at $123.46 on Tuesday. The stock has a market cap of $30.02 billion, a PE ratio of 31.49, a price-to-earnings-growth ratio of 1.74 and a beta of 1.18. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.28 and a current ratio of 1.62. Xylem Inc. has a one year low of $114.49 and a one year high of $154.27. The stock has a fifty day moving average of $123.99 and a 200 day moving average of $135.30.

Xylem (NYSE:XYL - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The industrial products company reported $1.42 EPS for the quarter, hitting analysts' consensus estimates of $1.42. Xylem had a return on equity of 11.11% and a net margin of 10.59%.The business's revenue for the quarter was up 6.3% on a year-over-year basis. During the same period in the previous year, the business earned $1.18 earnings per share. Xylem has set its FY 2026 guidance at 5.350-5.560 EPS. As a group, sell-side analysts predict that Xylem Inc. will post 5.46 EPS for the current year.

Xylem Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 24th. Shareholders of record on Tuesday, February 24th were given a $0.43 dividend. The ex-dividend date was Tuesday, February 24th. This is a positive change from Xylem's previous quarterly dividend of $0.40. This represents a $1.72 dividend on an annualized basis and a yield of 1.4%. Xylem's dividend payout ratio (DPR) is currently 43.88%.

Xylem announced that its Board of Directors has approved a share repurchase program on Wednesday, February 25th that authorizes the company to repurchase $1.50 billion in shares. This repurchase authorization authorizes the industrial products company to buy up to 4.8% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company's leadership believes its stock is undervalued.

Analyst Ratings Changes

Several research analysts have recently weighed in on the company. Robert W. Baird set a $161.00 price target on Xylem in a research note on Wednesday, February 11th. Citigroup decreased their price target on Xylem from $182.00 to $174.00 and set a "buy" rating for the company in a research note on Wednesday, February 11th. JPMorgan Chase & Co. reduced their price objective on Xylem from $170.00 to $160.00 and set an "overweight" rating for the company in a research report on Thursday, April 16th. Oppenheimer reiterated an "outperform" rating and set a $160.00 price objective (down from $165.00) on shares of Xylem in a research report on Wednesday, April 1st. Finally, The Goldman Sachs Group set a $158.00 price objective on Xylem in a research report on Wednesday, February 11th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, Xylem currently has a consensus rating of "Moderate Buy" and a consensus price target of $153.77.

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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