First Trust Advisors LP Has $97.04 Million Holdings in Xylem Inc. $XYL

Key Points

• First Trust Advisors LP increased its stake in Xylem by 2.8% in Q3 to 657,893 shares (an additional 17,781 shares), valued at about $97.04 million and representing roughly 0.27% of the company.
• Xylem reported quarterly EPS of $1.42 (in line with estimates) with revenue up 6.3% year‑over‑year and set FY2026 guidance of $5.35–$5.56 EPS, while analysts hold a consensus "Moderate Buy" with a $158.08 price target.
• The board authorized a $1.5 billion share buyback (up to ~4.8% of shares) and raised the quarterly dividend to $0.43 ($1.72 annualized, ~1.4% yield; payout ratio ~43.9%).

First Trust Advisors LP boosted its stake in Xylem Inc. (NYSE:XYL - Free Report) by 2.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 657,893 shares of the industrial products company's stock after buying an additional 17,781 shares during the quarter. First Trust Advisors LP owned approximately 0.27% of Xylem worth $97,039,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. SJS Investment Consulting Inc. boosted its stake in Xylem by 1,844.4% in the third quarter. SJS Investment Consulting Inc. now owns 175 shares of the industrial products company's stock valued at $26,000 after acquiring an additional 166 shares during the last quarter. First Horizon Corp bought a new stake in shares of Xylem in the third quarter valued at approximately $30,000. Ramirez Asset Management Inc. raised its stake in shares of Xylem by 100.0% during the 3rd quarter. Ramirez Asset Management Inc. now owns 200 shares of the industrial products company's stock valued at $30,000 after purchasing an additional 100 shares during the period. Grey Fox Wealth Advisors LLC purchased a new stake in Xylem during the 3rd quarter worth about $34,000. Finally, Root Financial Partners LLC bought a new position in Xylem in the 3rd quarter worth about $46,000. Institutional investors own 87.96% of the company's stock.

Xylem Stock Performance

Shares of XYL opened at $123.45 on Tuesday. The company has a market cap of $30.02 billion, a PE ratio of 31.49, a price-to-earnings-growth ratio of 1.76 and a beta of 1.17. 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 stock has a 50-day moving average price of $135.21 and a 200-day moving average price of $140.48. Xylem Inc. has a 12-month low of $100.47 and a 12-month high of $154.27.

Xylem (NYSE:XYL - Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The industrial products company reported $1.42 EPS for the quarter, hitting the consensus estimate of $1.42. Xylem had a return on equity of 11.11% and a net margin of 10.59%.The firm's revenue was up 6.3% compared to the same quarter last year. During the same quarter last 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, equities analysts forecast that Xylem Inc. will post 4.65 earnings per share for the current fiscal year.

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

Xylem Increases Dividend

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

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Weiss Ratings reiterated a "buy (b-)" rating on shares of Xylem in a research report on Monday, December 29th. Robert W. Baird set a $161.00 price objective on shares of Xylem in a research report on Wednesday, February 11th. Mizuho set a $138.00 price objective on shares of Xylem in a research note on Wednesday, February 11th. UBS Group reaffirmed a "buy" rating and set a $155.00 target price on shares of Xylem in a report on Friday, February 13th. Finally, Barclays lowered their target price on shares of Xylem from $166.00 to $156.00 and set an "overweight" rating on the stock in a research note on Wednesday, February 11th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $158.08.

Xylem Company 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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