LHM Inc. Sells 11,255 Shares of IPG Photonics Corporation $IPGP

Key Points

• LHM Inc. cut its IPG Photonics stake by 9.4% in the fourth quarter, selling 11,255 shares and leaving it with 108,085 shares valued at about $7.74 million.
• Insider selling continued at IPG Photonics, with CFO Timothy Pv Mammen selling 9,975 shares in May and CAO Mary E. Buttarazzi selling 500 shares earlier in March.
• Analysts remain generally positive on the stock: the consensus rating is “Moderate Buy,” with an average price target of $135.50, while recent earnings showed revenue beat estimates but EPS missed expectations.

LHM Inc. decreased its stake in shares of IPG Photonics Corporation (NASDAQ:IPGP - Free Report) by 9.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 108,085 shares of the semiconductor company's stock after selling 11,255 shares during the period. IPG Photonics accounts for approximately 2.9% of LHM Inc.'s holdings, making the stock its 11th biggest holding. LHM Inc. owned about 0.26% of IPG Photonics worth $7,739,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Intech Investment Management LLC bought a new stake in shares of IPG Photonics during the fourth quarter valued at approximately $6,376,000. Eaton Financial Holdings Company LLC lifted its holdings in IPG Photonics by 8.1% during the 4th quarter. Eaton Financial Holdings Company LLC now owns 7,886 shares of the semiconductor company's stock worth $565,000 after buying an additional 594 shares in the last quarter. AlphaQuest LLC boosted its stake in shares of IPG Photonics by 209.4% in the 4th quarter. AlphaQuest LLC now owns 17,675 shares of the semiconductor company's stock valued at $1,266,000 after purchasing an additional 11,962 shares during the last quarter. Kestra Investment Management LLC grew its position in shares of IPG Photonics by 7.9% during the 4th quarter. Kestra Investment Management LLC now owns 11,161 shares of the semiconductor company's stock worth $799,000 after buying an additional 820 shares during the period. Finally, Legal & General Group Plc raised its stake in shares of IPG Photonics by 8.5% during the fourth quarter. Legal & General Group Plc now owns 199,766 shares of the semiconductor company's stock worth $14,303,000 after buying an additional 15,670 shares during the last quarter. Institutional investors own 93.79% of the company's stock.

Insider Buying and Selling at IPG Photonics

In other IPG Photonics news, CAO Mary E. Buttarazzi sold 500 shares of the business's stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $116.22, for a total transaction of $58,110.00. Following the completion of the transaction, the chief accounting officer owned 4,749 shares of the company's stock, valued at approximately $551,928.78. The trade was a 9.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Timothy Pv Mammen sold 9,975 shares of the firm's stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $119.81, for a total value of $1,195,104.75. Following the transaction, the chief financial officer directly owned 76,438 shares of the company's stock, valued at approximately $9,158,036.78. This represents a 11.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 12,165 shares of company stock valued at $1,431,645. 37.50% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages have issued reports on IPGP. Citigroup raised their price objective on shares of IPG Photonics from $105.00 to $150.00 and gave the company a "buy" rating in a research note on Wednesday, May 6th. Needham & Company LLC raised IPG Photonics from a "hold" rating to a "buy" rating and set a $110.00 price target on the stock in a research note on Wednesday, May 6th. Wall Street Zen lowered IPG Photonics from a "buy" rating to a "hold" rating in a research report on Saturday, May 9th. Roth Mkm reaffirmed a "buy" rating and set a $151.00 price objective on shares of IPG Photonics in a research note on Tuesday, May 19th. Finally, Zacks Research lowered IPG Photonics from a "strong-buy" rating to a "hold" rating in a research note on Monday, May 4th. Six analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, IPG Photonics currently has an average rating of "Moderate Buy" and an average target price of $135.50.

IPG Photonics Stock Performance

NASDAQ IPGP opened at $117.35 on Friday. The stock has a market capitalization of $4.98 billion, a price-to-earnings ratio of 170.07, a PEG ratio of 3.40 and a beta of 0.97. IPG Photonics Corporation has a 52 week low of $64.93 and a 52 week high of $155.82. The stock's 50 day moving average price is $115.95 and its two-hundred day moving average price is $102.27.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The semiconductor company reported $0.29 EPS for the quarter, missing the consensus estimate of $0.32 by ($0.03). IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. The company had revenue of $265.50 million during the quarter, compared to analyst estimates of $256.99 million. The company's quarterly revenue was up 16.5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.09 EPS. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. On average, equities research analysts forecast that IPG Photonics Corporation will post 1.66 EPS for the current year.

IPG Photonics News Summary

Here are the key news stories impacting IPG Photonics this week:

• Positive Sentiment: Zacks Research raised its Q2 2026 EPS estimate for IPG Photonics to $0.39 from $0.33, and lifted FY2026 EPS to $1.59 from $1.57, suggesting slightly better near-term profitability expectations.
• Positive Sentiment: Another Zacks update increased its Q1 2028 EPS estimate to $0.95 from $0.83, indicating longer-term earnings expectations improved for that period.
• Neutral Sentiment: IPG Photonics reported Q1 results with revenue above estimates but earnings per share below expectations, which leaves the market balancing solid sales growth against margin concerns.
• Neutral Sentiment: Short interest data showed 0 shares reported as of May 28, offering no meaningful new signal on bearish positioning.
• Negative Sentiment: Zacks Research cut estimates for several future quarters, including Q3 2026, Q4 2026, Q1 2027, Q2 2027 and Q3 2027, which can be viewed as a sign of softer expected earnings momentum ahead.
• Negative Sentiment: IPG Photonics CFO Timothy Pv Mammen sold 9,975 shares at about $119.81 each, and the insider sale may add to concerns about near-term valuation and confidence.

IPG Photonics Profile

IPG Photonics Corporation is a global leader in the design and manufacture of high-performance fiber lasers and amplifiers used in industrial, medical, scientific, and telecommunications applications. The company's core products include ytterbium and erbium fiber lasers, diode lasers, and fiber amplifiers that deliver high power and efficiency for precision cutting, welding, marking, and engraving. IPG's systems are engineered to optimize process speed, reliability, and energy consumption, making them a preferred choice for advanced manufacturing environments.

In addition to stand-alone laser sources, IPG offers turnkey laser systems and integrated solutions tailored to sectors such as automotive, electronics, aerospace, additive manufacturing, and life sciences.

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