Crestwood Advisors Group LLC Has $59.67 Million Stock Position in Xylem Inc. $XYL

Key Points

• Crestwood Advisors trimmed its Xylem stake by 2.8% in Q4, selling 12,821 shares and now holds 438,193 shares valued at about $59.67 million (≈0.18% of Xylem and its 28th-largest holding).
• Xylem beat the most recent quarterly EPS and revenue estimates, issued FY‑2026 EPS guidance of $5.35–$5.60, raised its quarterly dividend to $0.43, and authorized a $1.5 billion buyback (≈4.8% of shares); analysts have a consensus rating of "Moderate Buy" with a $152.77 target.

Crestwood Advisors Group LLC reduced its position in Xylem Inc. (NYSE:XYL - Free Report) by 2.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 438,193 shares of the industrial products company's stock after selling 12,821 shares during the period. Xylem accounts for approximately 1.0% of Crestwood Advisors Group LLC's investment portfolio, making the stock its 28th largest holding. Crestwood Advisors Group LLC owned approximately 0.18% of Xylem worth $59,674,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Ferguson Wellman Capital Management Inc. acquired a new stake in shares of Xylem during the third quarter worth $1,148,000. Vanguard Personalized Indexing Management LLC grew its stake in shares of Xylem by 19.0% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 56,216 shares of the industrial products company's stock worth $8,292,000 after purchasing an additional 8,960 shares during the period. Fisher Asset Management LLC grew its stake in shares of Xylem by 6.4% during the third quarter. Fisher Asset Management LLC now owns 404,613 shares of the industrial products company's stock worth $59,681,000 after purchasing an additional 24,352 shares during the period. AEGON ASSET MANAGEMENT UK Plc grew its stake in shares of Xylem by 9.8% during the third quarter. AEGON ASSET MANAGEMENT UK Plc now owns 417,651 shares of the industrial products company's stock worth $61,629,000 after purchasing an additional 37,189 shares during the period. Finally, LGT Capital Partners LTD. grew its stake in shares of Xylem by 18.4% during the third quarter. LGT Capital Partners LTD. now owns 268,704 shares of the industrial products company's stock worth $39,634,000 after purchasing an additional 41,730 shares during the period. 87.96% of the stock is owned by institutional investors and hedge funds.

Xylem Price Performance

Xylem stock opened at $115.75 on Friday. The company has a current ratio of 1.46, a quick ratio of 1.10 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $27.51 billion, a price-to-earnings ratio of 28.79, a PEG ratio of 1.69 and a beta of 1.08. The stock's 50 day moving average is $122.63 and its 200-day moving average is $134.10. Xylem Inc. has a 12 month low of $114.15 and a 12 month high of $154.27.

Xylem (NYSE:XYL - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The industrial products company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.09 by $0.03. The business had revenue of $2.13 billion during the quarter, compared to analysts' expectations of $2.11 billion. Xylem had a return on equity of 11.26% and a net margin of 10.79%.The firm's revenue for the quarter was up 2.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.03 earnings per share. Xylem has set its FY 2026 guidance at 5.350-5.600 EPS. Equities research analysts expect that Xylem Inc. will post 5.51 EPS for the current year.

Xylem Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 24th. Investors of record on Tuesday, February 24th were paid a $0.43 dividend. This represents a $1.72 annualized dividend and a dividend yield of 1.5%. This is an increase from Xylem's previous quarterly dividend of $0.40. The ex-dividend date was Tuesday, February 24th. Xylem's dividend payout ratio is presently 42.79%.

Xylem announced that its Board of Directors has initiated a stock repurchase plan on Wednesday, February 25th that authorizes the company to repurchase $1.50 billion in shares. This repurchase authorization authorizes the industrial products company to purchase up to 4.8% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company's management believes its stock is undervalued.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Stifel Nicolaus reduced their target price on Xylem from $163.00 to $159.00 and set a "buy" rating on the stock in a report on Wednesday, April 29th. Royal Bank Of Canada decreased their price target on Xylem from $176.00 to $162.00 and set an "outperform" rating for the company in a research note on Wednesday, February 11th. UBS Group raised their price target on Xylem from $132.00 to $133.00 and gave the company a "neutral" rating in a research note on Wednesday, April 29th. Barclays lowered their price target on Xylem from $156.00 to $154.00 and set an "overweight" rating on the stock in a research report on Wednesday, April 29th. Finally, Jefferies Financial Group reissued a "hold" rating and set a $130.00 price target (down from $140.00) on shares of Xylem in a research report on Tuesday, March 31st. Seven research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $152.77.

Insider Activity

In related news, Director Jerome A. Peribere purchased 1,210 shares of the business's stock in a transaction that occurred on Monday, May 4th. The stock was acquired at an average cost of $116.61 per share, for a total transaction of $141,098.10. Following the completion of the purchase, the director owned 27,209 shares in the company, valued at approximately $3,172,841.49. This represents a 4.65% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.32% of the company's stock.

Xylem Profile

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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