Consilium Wealth Advisory LLC Has $366,000 Stake in Ingersoll Rand Inc. $IR

Key Points

• Consilium Wealth Advisory LLC cut its stake in Ingersoll Rand by 72.3%, selling 12,084 shares and leaving 4,619 shares valued at $366,000 per its latest 13F filing.
• Company insiders have been net sellers, disposing of a total of 615,263 shares worth about $57.66 million over the last 90 days; corporate insiders now own just 0.59% while institutional investors hold 95.27% of the stock.
• Ingersoll Rand beat quarterly EPS and revenue estimates (EPS $0.96 vs. $0.90; revenue $2.09B, +10.1%) and set FY2026 guidance of 3.45–3.57 EPS, but shares opened at $83.30 and the analyst consensus is a "Hold" with an average price target of $98.

Consilium Wealth Advisory LLC lowered its stake in shares of Ingersoll Rand Inc. (NYSE:IR - Free Report) by 72.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 4,619 shares of the industrial products company's stock after selling 12,084 shares during the period. Consilium Wealth Advisory LLC's holdings in Ingersoll Rand were worth $366,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. KBC Group NV increased its stake in Ingersoll Rand by 4.7% in the 4th quarter. KBC Group NV now owns 77,412 shares of the industrial products company's stock valued at $6,133,000 after buying an additional 3,496 shares during the last quarter. Farther Finance Advisors LLC increased its stake in Ingersoll Rand by 26.2% in the 4th quarter. Farther Finance Advisors LLC now owns 5,265 shares of the industrial products company's stock valued at $417,000 after buying an additional 1,092 shares during the last quarter. Networth Advisors LLC purchased a new stake in Ingersoll Rand in the 4th quarter valued at about $130,000. Massachusetts Financial Services Co. MA increased its stake in Ingersoll Rand by 24,176.6% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,623,131 shares of the industrial products company's stock valued at $128,584,000 after buying an additional 1,616,445 shares during the last quarter. Finally, Personal CFO Solutions LLC purchased a new stake in Ingersoll Rand in the 4th quarter valued at about $209,000. Institutional investors and hedge funds own 95.27% of the company's stock.

Insider Activity at Ingersoll Rand

In other news, Director John Humphrey sold 4,300 shares of the firm's stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $95.90, for a total transaction of $412,370.00. Following the completion of the sale, the director owned 23,983 shares in the company, valued at $2,299,969.70. This trade represents a 15.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Elizabeth Meloy Hepding sold 18,246 shares of the firm's stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $97.11, for a total transaction of $1,771,869.06. Following the sale, the insider owned 16,200 shares of the company's stock, valued at approximately $1,573,182. The trade was a 52.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 615,263 shares of company stock worth $57,659,843 over the last 90 days. Corporate insiders own 0.59% of the company's stock.

Wall Street Analyst Weigh In

IR has been the subject of several analyst reports. Citigroup decreased their price objective on shares of Ingersoll Rand from $117.00 to $113.00 and set a "buy" rating for the company in a research note on Monday. Barclays decreased their price objective on shares of Ingersoll Rand from $111.00 to $100.00 and set an "overweight" rating for the company in a research note on Wednesday, April 1st. Weiss Ratings reiterated a "hold (c)" rating on shares of Ingersoll Rand in a research note on Friday, March 27th. Wall Street Zen lowered shares of Ingersoll Rand from a "buy" rating to a "hold" rating in a research note on Saturday, April 11th. Finally, Robert W. Baird set a $115.00 price objective on shares of Ingersoll Rand in a research note on Tuesday, February 17th. Four analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, Ingersoll Rand currently has an average rating of "Hold" and an average price target of $98.00.

Ingersoll Rand Trading Down 5.7%

Shares of IR stock opened at $83.30 on Thursday. The company has a 50 day moving average of $88.06 and a 200-day moving average of $83.52. The company has a quick ratio of 1.49, a current ratio of 2.06 and a debt-to-equity ratio of 0.47. Ingersoll Rand Inc. has a 12-month low of $68.97 and a 12-month high of $100.96. The firm has a market cap of $32.62 billion, a P/E ratio of 57.45, a PEG ratio of 5.53 and a beta of 1.33.

Ingersoll Rand (NYSE:IR - Get Free Report) last issued its quarterly earnings results on Thursday, February 12th. The industrial products company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.90 by $0.06. Ingersoll Rand had a net margin of 7.60% and a return on equity of 12.62%. The company had revenue of $2.09 billion during the quarter, compared to analyst estimates of $2.04 billion. During the same quarter last year, the business posted $0.84 EPS. Ingersoll Rand's quarterly revenue was up 10.1% compared to the same quarter last year. Ingersoll Rand has set its FY 2026 guidance at 3.450-3.570 EPS. Sell-side analysts anticipate that Ingersoll Rand Inc. will post 3.32 earnings per share for the current year.

Ingersoll Rand Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Wednesday, March 4th were paid a dividend of $0.02 per share. The ex-dividend date was Wednesday, March 4th. This represents a $0.08 annualized dividend and a dividend yield of 0.1%. Ingersoll Rand's dividend payout ratio (DPR) is presently 5.52%.

Ingersoll Rand Company Profile

Ingersoll Rand is a diversified industrial company that designs, manufactures and services a wide range of equipment and technologies for commercial, industrial and OEM customers. Its product portfolio includes air compressors and compressed air systems, pneumatic and cordless power tools, material handling and lifting equipment, fluid transfer and pumping solutions, and associated aftermarket parts and service offerings. The company's products support applications across manufacturing, construction, transportation, oil and gas, mining and general industrial markets.

Ingersoll Rand sells through a combination of direct sales, distributor networks and service channels, delivering both capital equipment and recurring aftermarket revenue from parts, maintenance and service contracts.

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