Integrated Wealth Concepts LLC Grows Position in Trane Technologies plc $TT

Key Points

• Integrated Wealth Concepts LLC more than doubled its Trane Technologies position by 129.2% in the second quarter, ending with 14,710 shares valued at approximately $7.2 million. Institutional investors collectively own 82.97% of the company.
• Trane Technologies reported quarterly EPS of $4.31, exceeding estimates of $4.27, while revenue rose 10.6% year over year to $6.35 billion. The company maintained fiscal 2026 EPS guidance of $15.20–$15.30.
• Analyst sentiment remains generally positive, with a consensus rating of “Moderate Buy” and an average price target of $521.50, though CEO David Regnery sold 43,778 shares under a pre-arranged Rule 10b5-1 plan.

Integrated Wealth Concepts LLC lifted its position in shares of Trane Technologies plc (NYSE:TT - Free Report) by 129.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,710 shares of the company's stock after purchasing an additional 8,291 shares during the period. Integrated Wealth Concepts LLC's holdings in Trane Technologies were worth $7,225,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Bell Investment Advisors Inc lifted its holdings in Trane Technologies by 12.2% during the first quarter. Bell Investment Advisors Inc now owns 203 shares of the company's stock worth $85,000 after acquiring an additional 22 shares during the period. Fiduciary Family Office LLC grew its stake in Trane Technologies by 1.5% in the 4th quarter. Fiduciary Family Office LLC now owns 1,573 shares of the company's stock valued at $612,000 after purchasing an additional 23 shares during the period. Foster Dykema Cabot & Partners LLC increased its position in shares of Trane Technologies by 10.6% during the 4th quarter. Foster Dykema Cabot & Partners LLC now owns 239 shares of the company's stock valued at $93,000 after purchasing an additional 23 shares during the last quarter. Bridges Investment Management Inc. raised its stake in shares of Trane Technologies by 1.6% during the 4th quarter. Bridges Investment Management Inc. now owns 1,542 shares of the company's stock worth $600,000 after purchasing an additional 24 shares during the period. Finally, Cornerstone Planning Group LLC raised its stake in shares of Trane Technologies by 14.5% during the 1st quarter. Cornerstone Planning Group LLC now owns 190 shares of the company's stock worth $79,000 after purchasing an additional 24 shares during the period. 82.97% of the stock is owned by institutional investors.

Insider Activity

In other news, CEO David Regnery sold 43,778 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $475.00, for a total value of $20,794,550.00. Following the sale, the chief executive officer directly owned 96,950 shares of the company's stock, valued at approximately $46,051,250. This represents a 31.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.43% of the company's stock.

Trane Technologies Price Performance

Trane Technologies stock opened at $442.83 on Friday. The firm has a market capitalization of $97.43 billion, a P/E ratio of 33.55, a PEG ratio of 2.10 and a beta of 1.19. Trane Technologies plc has a one year low of $348.06 and a one year high of $505.87. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.07 and a quick ratio of 0.76. The business has a fifty day moving average price of $464.88 and a 200-day moving average price of $459.91.

Trane Technologies (NYSE:TT - Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The company reported $4.31 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.27 by $0.04. Trane Technologies had a return on equity of 35.72% and a net margin of 13.28%.The company had revenue of $6.35 billion for the quarter, compared to analyst estimates of $6.20 billion. During the same period in the previous year, the company posted $3.88 EPS. The firm's revenue for the quarter was up 10.6% compared to the same quarter last year. Trane Technologies has set its FY 2026 guidance at 15.200-15.300 EPS. As a group, equities research analysts forecast that Trane Technologies plc will post 15.31 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Weiss Ratings upgraded shares of Trane Technologies from a "buy (b-)" rating to a "buy (b)" rating in a research report on Thursday. Sanford C. Bernstein boosted their target price on shares of Trane Technologies from $555.00 to $575.00 and gave the company an "outperform" rating in a research note on Friday, August 14th. Royal Bank Of Canada reduced their target price on shares of Trane Technologies from $501.00 to $496.00 and set a "sector perform" rating for the company in a research report on Friday, July 31st. Wall Street Zen cut shares of Trane Technologies from a "buy" rating to a "hold" rating in a report on Sunday, August 30th. Finally, Citigroup dropped their price objective on Trane Technologies from $570.00 to $566.00 and set a "buy" rating on the stock in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $521.50.

About Trane Technologies

Trane Technologies plc is a global climate-focused company that designs, manufactures and services solutions for heating, ventilation and air conditioning (HVAC), as well as transport refrigeration. Its offerings include commercial and residential HVAC systems, building controls, energy-efficiency solutions, aftermarket services and parts, and related building-management technologies.

The company also serves the transportation market through refrigeration and temperature-control systems for trucks, trailers, rail cars and other applications.

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