Indivisible Partners Invests $1.08 Million in Air Products and Chemicals, Inc. $APD

Key Points

• Indivisible Partners opened a new position in Air Products (NYSE:APD), buying 4,358 shares valued at about $1.08 million in the fourth quarter.
• Air Products beat quarterly estimates with EPS $3.20 and $3.17B revenue, set FY‑2026 guidance of $13.00–13.25 EPS, and announced a quarterly dividend of $1.81 (annualized $7.24, ~2.4% yield).
• Notable insider selling has occurred — CFO Melissa Schaeffer sold ~2,714 shares (~$824k) and a director sold 70,175 shares (~$19.94M) — while institutional ownership sits at ~81.66% and analysts hold a consensus "Moderate Buy" with a $323.12 price target.

Indivisible Partners acquired a new position in shares of Air Products and Chemicals, Inc. (NYSE:APD - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 4,358 shares of the basic materials company's stock, valued at approximately $1,076,000.

Several other hedge funds also recently modified their holdings of the company. Rockland Trust Co. increased its holdings in shares of Air Products and Chemicals by 8.2% in the fourth quarter. Rockland Trust Co. now owns 56,909 shares of the basic materials company's stock valued at $14,058,000 after purchasing an additional 4,319 shares in the last quarter. Platform Technology Partners increased its holdings in shares of Air Products and Chemicals by 683.0% in the third quarter. Platform Technology Partners now owns 7,164 shares of the basic materials company's stock valued at $1,954,000 after purchasing an additional 6,249 shares in the last quarter. Barclays PLC increased its holdings in shares of Air Products and Chemicals by 16.4% in the third quarter. Barclays PLC now owns 789,659 shares of the basic materials company's stock valued at $215,356,000 after purchasing an additional 111,317 shares in the last quarter. Mather Group LLC. increased its holdings in shares of Air Products and Chemicals by 11.5% in the fourth quarter. Mather Group LLC. now owns 57,474 shares of the basic materials company's stock valued at $14,197,000 after purchasing an additional 5,909 shares in the last quarter. Finally, Barrow Hanley Mewhinney & Strauss LLC increased its holdings in shares of Air Products and Chemicals by 0.9% in the third quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 2,299,299 shares of the basic materials company's stock valued at $627,065,000 after purchasing an additional 21,479 shares in the last quarter. Institutional investors and hedge funds own 81.66% of the company's stock.

Trending Headlines about Air Products and Chemicals

Here are the key news stories impacting Air Products and Chemicals this week:

• Positive Sentiment: Murs/major broker price-target increases lift longer-term upside expectations — Royal Bank of Canada raised its target to $341 and kept an "outperform" call (meaning a double-digit upside vs. current levels). Read More.
• Positive Sentiment: Morgan Stanley raised its price target to $310 while keeping an "equal weight" rating, signaling modest upside from here. Read More.
• Positive Sentiment: Analysts and commentators continue to point to APD's strong dividend profile and steady cash generation as supportive for income investors. Read More.
• Neutral Sentiment: Recent earnings beat and FY‑2026 guidance (EPS $13.00–13.25, Q3 guide 3.25–3.35) remain supportive, but management flagged risks on the earnings call — positive fundamental backdrop tempered by near-term cautions. Read More.
• Neutral Sentiment: Multiple valuation and "reconsideration" pieces examine whether recent share gains leave APD fairly priced — these raise investor focus on stretched multiples after the rally rather than fresh company-specific negatives. Read More.
• Neutral Sentiment: Another market write-up asks if it's "too late" to re-enter after gains — discussion centers on momentum vs. valuation trade-offs. Read More.
• Negative Sentiment: Insider selling: CFO Melissa Schaeffer sold ~2,714 shares (~$824k), trimming her holding by ~16% — such insider sales can weigh on sentiment even if routine. Read More.
• Negative Sentiment: Some brokers maintain cautious stances — UBS kept a "hold" on APD, contributing to mixed analyst messages that can pressure the stock after a run-up. Read More.
• Negative Sentiment: Analyst opinions overall are mixed across the materials group, adding volatility risk as investors digest divergent targets and ratings. Read More.

Wall Street Analyst Weigh In

APD has been the subject of a number of research reports. Berenberg Bank set a $350.00 price target on shares of Air Products and Chemicals and gave the company a "buy" rating in a report on Monday, April 20th. Weiss Ratings raised shares of Air Products and Chemicals from a "hold (c-)" rating to a "hold (c)" rating in a report on Monday. Wall Street Zen raised shares of Air Products and Chemicals from a "sell" rating to a "hold" rating in a report on Saturday, January 31st. Jefferies Financial Group raised their price target on shares of Air Products and Chemicals from $300.00 to $313.00 and gave the company a "buy" rating in a report on Monday, February 2nd. Finally, Sanford C. Bernstein reissued an "outperform" rating and issued a $315.00 price target on shares of Air Products and Chemicals in a report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $323.12.

Insiders Place Their Bets

In other Air Products and Chemicals news, CFO Melissa N. Schaeffer sold 2,714 shares of Air Products and Chemicals stock in a transaction on Friday, May 1st. The shares were sold at an average price of $303.76, for a total transaction of $824,404.64. Following the completion of the sale, the chief financial officer owned 14,212 shares of the company's stock, valued at approximately $4,317,037.12. The trade was a 16.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Ridge Lp Mantle sold 70,175 shares of Air Products and Chemicals stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $284.21, for a total transaction of $19,944,436.75. Following the sale, the director directly owned 93,499 shares of the company's stock, valued at $26,573,350.79. This represents a 42.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.88% of the stock is currently owned by insiders.

Air Products and Chemicals Price Performance

APD opened at $300.39 on Thursday. The company has a fifty day moving average price of $289.52 and a two-hundred day moving average price of $269.74. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.21 and a current ratio of 1.43. Air Products and Chemicals, Inc. has a 52 week low of $229.11 and a 52 week high of $307.29. The firm has a market capitalization of $66.89 billion, a PE ratio of 31.79, a P/E/G ratio of 2.68 and a beta of 0.77.

Air Products and Chemicals (NYSE:APD - Get Free Report) last released its earnings results on Thursday, April 30th. The basic materials company reported $3.20 EPS for the quarter, topping analysts' consensus estimates of $3.06 by $0.14. Air Products and Chemicals had a net margin of 16.91% and a return on equity of 16.11%. The firm had revenue of $3.17 billion during the quarter, compared to analyst estimates of $3.07 billion. During the same quarter in the previous year, the business earned $2.69 EPS. The business's quarterly revenue was up 8.8% compared to the same quarter last year. Air Products and Chemicals has set its FY 2026 guidance at 13.000-13.250 EPS and its Q3 2026 guidance at 3.250-3.350 EPS. As a group, analysts anticipate that Air Products and Chemicals, Inc. will post 13.16 earnings per share for the current year.

Air Products and Chemicals Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Wednesday, July 1st will be issued a dividend of $1.81 per share. This represents a $7.24 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Wednesday, July 1st. Air Products and Chemicals's payout ratio is currently 76.61%.

Air Products and Chemicals Company Profile

Air Products and Chemicals, Inc is a global supplier of industrial gases and related equipment and services, headquartered in Allentown, Pennsylvania. The company produces and delivers atmospheric gases such as oxygen, nitrogen and argon, as well as specialty and process gases used across a wide range of industrial applications. Air Products designs, builds and operates gas production facilities, merchant distribution networks and on-site gas systems for customers that require reliable, high-purity gases and integrated supply solutions.

The company's product and service portfolio includes packaged and bulk gas supply, pipeline distribution, on-site generation, gas handling and storage equipment, and engineered systems for gas liquefaction and purification.

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