OFI Invest Asset Management Purchases 122,991 Shares of Xylem Inc. $XYL

Key Points

• OFI Invest Asset Management increased its stake in Xylem by 52.5%, buying 122,991 shares to hold 357,395 shares worth about $48.67 million (roughly 0.15% of the company).
• Xylem's board authorized a $1.50 billion buyback (up to ~4.8% of shares) and raised the quarterly dividend to $0.43 ($1.72 annualized, ~1.3% yield).
• Recent results showed EPS of $1.42 (meeting estimates) and revenue up 6.3% year-over-year; Xylem set FY2026 guidance of $5.350–$5.560 EPS and carries a MarketBeat consensus of "Moderate Buy" with an average target of $155.54.

OFI Invest Asset Management increased its position in shares of Xylem Inc. (NYSE:XYL - Free Report) by 52.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 357,395 shares of the industrial products company's stock after acquiring an additional 122,991 shares during the period. OFI Invest Asset Management owned about 0.15% of Xylem worth $48,670,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of XYL. AQR Capital Management LLC grew its position in shares of Xylem by 14.4% in the 1st quarter. AQR Capital Management LLC now owns 30,955 shares of the industrial products company's stock valued at $3,645,000 after buying an additional 3,900 shares during the last quarter. NewEdge Advisors LLC grew its position in shares of Xylem by 3.3% in the 1st quarter. NewEdge Advisors LLC now owns 4,151 shares of the industrial products company's stock valued at $496,000 after buying an additional 132 shares during the last quarter. Empowered Funds LLC grew its position in shares of Xylem by 56.1% in the 1st quarter. Empowered Funds LLC now owns 8,678 shares of the industrial products company's stock valued at $1,037,000 after buying an additional 3,120 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its position in shares of Xylem by 97.6% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 11,151 shares of the industrial products company's stock valued at $1,442,000 after buying an additional 5,509 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its position in shares of Xylem by 114.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,192 shares of the industrial products company's stock valued at $154,000 after buying an additional 635 shares during the last quarter. Institutional investors own 87.96% of the company's stock.

Xylem Trading Up 3.1%

XYL opened at $128.08 on Thursday. The company has a fifty day moving average price of $126.74 and a two-hundred day moving average price of $137.35. Xylem Inc. has a 1-year low of $100.72 and a 1-year high of $154.27. The company has a market cap of $31.14 billion, a P/E ratio of 32.67, a price-to-earnings-growth ratio of 1.74 and a beta of 1.18. The company has a current ratio of 1.62, a quick ratio of 1.28 and a debt-to-equity ratio of 0.12.

Xylem (NYSE:XYL - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The industrial products company reported $1.42 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $1.42. Xylem had a net margin of 10.59% and a return on equity of 11.11%. During the same quarter in the previous year, the firm posted $1.18 EPS. The firm's revenue was up 6.3% compared to the same quarter last year. Xylem has set its FY 2026 guidance at 5.350-5.560 EPS. Analysts predict that Xylem Inc. will post 4.65 EPS for the current fiscal year.

Xylem announced that its board has initiated a stock repurchase plan on Wednesday, February 25th that allows the company to repurchase $1.50 billion in shares. This repurchase authorization allows the industrial products company to reacquire up to 4.8% of its shares through open market purchases. Shares repurchase plans are often an indication that the company's management believes its stock is undervalued.

Xylem Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 24th. Stockholders of record on Tuesday, February 24th were issued a dividend of $0.43 per share. This is a positive change from Xylem's previous quarterly dividend of $0.40. This represents a $1.72 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Tuesday, February 24th. Xylem's dividend payout ratio is presently 43.88%.

Analyst Upgrades and Downgrades

A number of research firms have commented on XYL. TD Cowen reiterated a "hold" rating on shares of Xylem in a research report on Monday, February 23rd. Oppenheimer reaffirmed an "outperform" rating and set a $160.00 price target (down from $165.00) on shares of Xylem in a research report on Wednesday, April 1st. Stifel Nicolaus decreased their price target on Xylem from $178.00 to $175.00 and set a "buy" rating for the company in a report on Wednesday, February 11th. UBS Group reissued a "buy" rating and issued a $155.00 price objective on shares of Xylem in a research report on Friday, February 13th. Finally, Barclays dropped their price objective on Xylem from $166.00 to $156.00 and set an "overweight" rating on the stock in a research note on Wednesday, February 11th. Nine equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $155.54.

Xylem 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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