Keybank National Association OH Sells 13,023 Shares of Xylem Inc. $XYL

Key Points

• Keybank National Association OH trimmed its Xylem position by 10.3%, selling 13,023 shares and leaving 114,021 shares valued at about $15.53 million; institutional investors now own roughly 87.96% of the stock.
• Q1 results beat expectations (EPS $1.12 vs $1.09; revenue $2.13B vs $2.11B), Xylem raised full‑year revenue guidance to $9.2–$9.3B while keeping FY EPS at $5.35–$5.60, and announced a $1.5 billion share repurchase program plus a raised quarterly dividend of $0.43.
• Analyst sentiment is mixed: the consensus rating is a “Moderate Buy” with a $152.77 target (7 Buys, 7 Holds), but several firms trimmed price targets and the stock sits below its 50‑ and 200‑day moving averages, suggesting near‑term technical pressure.

Keybank National Association OH cut its position in Xylem Inc. (NYSE:XYL - Free Report) by 10.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 114,021 shares of the industrial products company's stock after selling 13,023 shares during the quarter. Keybank National Association OH's holdings in Xylem were worth $15,527,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. SJS Investment Consulting Inc. raised its stake in shares of Xylem by 1,844.4% during the 3rd quarter. SJS Investment Consulting Inc. now owns 175 shares of the industrial products company's stock valued at $26,000 after purchasing an additional 166 shares during the period. Knuff & Co LLC bought a new stake in shares of Xylem during the 3rd quarter valued at $27,000. Wexford Capital LP bought a new stake in shares of Xylem during the 3rd quarter valued at $27,000. Board of the Pension Protection Fund bought a new stake in shares of Xylem during the 4th quarter valued at $27,000. Finally, First Horizon Corp bought a new stake in shares of Xylem during the 3rd quarter valued at $30,000. 87.96% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms recently issued reports on XYL. TD Cowen reiterated a "hold" rating on shares of Xylem in a research note on Monday, February 23rd. JPMorgan Chase & Co. decreased their price objective on Xylem from $170.00 to $160.00 and set an "overweight" rating on the stock in a research note on Thursday, April 16th. Stifel Nicolaus decreased their price objective on Xylem from $163.00 to $159.00 and set a "buy" rating on the stock in a research note on Wednesday. Robert W. Baird set a $161.00 price objective on Xylem in a research note on Wednesday, February 11th. Finally, William Blair began coverage on Xylem in a research note on Monday, January 26th. They set an "outperform" rating on the stock. Seven investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $152.77.

Xylem Price Performance

Shares of NYSE XYL opened at $115.25 on Thursday. The firm has a market capitalization of $28.02 billion, a P/E ratio of 29.40, a P/E/G ratio of 1.77 and a beta of 1.18. The company has a quick ratio of 1.28, a current ratio of 1.62 and a debt-to-equity ratio of 0.12. The stock's 50-day simple moving average is $123.51 and its two-hundred day simple moving average is $134.98. Xylem Inc. has a twelve month low of $114.15 and a twelve month high of $154.27.

Xylem (NYSE:XYL - Get Free Report) last announced its earnings results on Tuesday, April 28th. The industrial products company reported $1.12 earnings per share for the quarter, topping analysts' consensus estimates of $1.09 by $0.03. The business had revenue of $2.13 billion for the quarter, compared to analyst estimates of $2.11 billion. Xylem had a return on equity of 11.11% and a net margin of 10.59%.The company's quarterly revenue was up 2.7% compared to the same quarter last year. During the same period in the prior year, the company earned $1.03 EPS. Xylem has set its FY 2026 guidance at 5.350-5.600 EPS. As a group, equities analysts anticipate that Xylem Inc. will post 5.46 EPS for the current fiscal year.

Xylem Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 24th. Shareholders of record on Tuesday, February 24th were paid a $0.43 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $1.72 dividend on an annualized basis and a yield of 1.5%. This is an increase from Xylem's previous quarterly dividend of $0.40. Xylem's dividend payout ratio is currently 43.88%.

Xylem declared that its Board of Directors has authorized a share repurchase program on Wednesday, February 25th that allows the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization allows the industrial products company to purchase up to 4.8% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company's leadership believes its shares are undervalued.

Trending Headlines about Xylem

Here are the key news stories impacting Xylem this week:

• Positive Sentiment: Q1 results beat expectations and management raised full-year revenue guidance to $9.2B–$9.3B, with adjusted EPS guidance unchanged at $5.35–$5.60 — a clear fundamental positive supporting upside. Business Wire: Xylem Reports First Quarter Results
• Positive Sentiment: Analysts highlighted momentum in measurement & control and water-metering, with at least one firm reiterating a Buy after the Q1 beat, supporting continued analyst conviction. TipRanks: Analyst Reiterates Buy
• Positive Sentiment: Industry commentary argues Xylem’s water-focused businesses deserve a higher valuation premium, which could support longer-term multiple expansion if execution continues. Seeking Alpha: Xylem — Water Business Deserves A Bigger Premium
• Neutral Sentiment: Broader coverage pieces (e.g., Barron’s) are positioning Xylem as a way to play water-themed investment themes — helpful for investor interest but not an immediate catalyst. Barron's: Got Water? Xylem and 4 Other Ways to Invest
• Negative Sentiment: Two brokers (Citigroup and Stifel) trimmed price targets (Citigroup $174→$168; Stifel $163→$159). Both kept Buy ratings, but the PT cuts signal slightly reduced near-term optimism and may weigh on sentiment. Benzinga: Analyst Price Target Changes
• Negative Sentiment: Conference-call takeaways flagged margin gains offset by a China-related drag and that orders will be a key near-term read on demand — these execution/geo risks are keeping some traders cautious. TipRanks: Balances Margin Gains With China Drag
• Negative Sentiment: After the earnings release the stock initially spiked then pulled back, with coverage noting that upcoming order trends will determine sustainability — short-term volatility risk. MSN: Xylem Stock Pops Then Drops After Earnings Beat
• Negative Sentiment: Technicals: the share price is below the 50-day and 200-day moving averages (50-day ≈ $123.79; 200-day ≈ $135.12), which can amplify downside pressure while investors digest the mixed signals.

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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