Paragon Capital Management Inc. Buys New Stake in Flowserve Corporation $FLS

Key Points

• Paragon Capital Management bought a new stake of 26,627 Flowserve shares worth about $1.85 million in Q4, representing roughly 1.4% of its portfolio and making FLS its 16th-largest holding.
• Flowserve beat Q results with EPS $1.11 (vs. $0.94 est.) while revenue modestly missed, and the company set FY2026 guidance of 4.00–4.20 EPS; analysts' consensus is a "Moderate Buy" with a $89.30 target.
• Management raised the quarterly dividend to $0.22 (annualized $0.88, ~1.0% yield), and institutional investors hold about 93.93% of the stock.

Paragon Capital Management Inc. bought a new stake in shares of Flowserve Corporation (NYSE:FLS - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 26,627 shares of the industrial products company's stock, valued at approximately $1,847,000. Flowserve makes up approximately 1.4% of Paragon Capital Management Inc.'s portfolio, making the stock its 16th largest position.

Several other institutional investors also recently bought and sold shares of the stock. U.S. Capital Wealth Advisors LLC purchased a new position in Flowserve during the fourth quarter valued at $201,000. Choreo LLC bought a new position in Flowserve during the fourth quarter valued at $237,000. Brown Lisle Cummings Inc. lifted its position in Flowserve by 2,366.7% during the fourth quarter. Brown Lisle Cummings Inc. now owns 3,700 shares of the industrial products company's stock valued at $257,000 after purchasing an additional 3,550 shares during the last quarter. Jackson Thornton Wealth Management LLC bought a new position in Flowserve during the fourth quarter valued at $222,000. Finally, Comprehensive Money Management Services LLC lifted its position in Flowserve by 13.0% during the fourth quarter. Comprehensive Money Management Services LLC now owns 8,384 shares of the industrial products company's stock valued at $582,000 after purchasing an additional 962 shares during the last quarter. 93.93% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have commented on FLS. Jefferies Financial Group reiterated a "buy" rating and set a $90.00 price objective (down from $100.00) on shares of Flowserve in a research report on Tuesday, March 31st. Robert W. Baird set a $98.00 price objective on shares of Flowserve in a research report on Monday, February 9th. Mizuho increased their price objective on shares of Flowserve from $74.00 to $91.00 and gave the company an "outperform" rating in a research report on Monday, February 9th. Citigroup increased their price objective on shares of Flowserve from $85.00 to $98.00 and gave the company a "buy" rating in a research report on Monday, February 9th. Finally, Stifel Nicolaus increased their price objective on shares of Flowserve from $87.00 to $97.00 and gave the company a "buy" rating in a research report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $89.30.

Flowserve Price Performance

Flowserve stock opened at $84.38 on Monday. The firm has a 50-day moving average price of $80.85 and a 200-day moving average price of $71.60. The firm has a market capitalization of $10.78 billion, a PE ratio of 32.21, a price-to-earnings-growth ratio of 1.87 and a beta of 1.33. The company has a current ratio of 2.03, a quick ratio of 1.50 and a debt-to-equity ratio of 0.68. Flowserve Corporation has a 12-month low of $39.85 and a 12-month high of $92.41.

Flowserve (NYSE:FLS - Get Free Report) last released its earnings results on Thursday, February 5th. The industrial products company reported $1.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.17. The firm had revenue of $1.22 billion during the quarter, compared to analyst estimates of $1.26 billion. Flowserve had a net margin of 7.32% and a return on equity of 21.19%. The business's revenue was up 3.5% on a year-over-year basis. During the same quarter last year, the business earned $0.70 EPS. Flowserve has set its FY 2026 guidance at 4.000-4.200 EPS. As a group, equities research analysts forecast that Flowserve Corporation will post 3.18 EPS for the current year.

Flowserve Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, April 10th. Stockholders of record on Friday, March 27th were issued a $0.22 dividend. This is a boost from Flowserve's previous quarterly dividend of $0.21. The ex-dividend date was Friday, March 27th. This represents a $0.88 annualized dividend and a dividend yield of 1.0%. Flowserve's dividend payout ratio (DPR) is 33.59%.

Flowserve Company Profile

Flowserve Corporation NYSE: FLS is a leading provider of fluid motion and control products and services. The company designs, manufactures and services engineered and industrial pumps, mechanical seals, valves and related flow management equipment. Flowserve's offerings are utilized across a broad spectrum of end markets, including oil and gas, power generation, chemical processing, water management, pharmaceutical and semiconductor manufacturing, as well as mining and general industrial applications.

Flowserve's product portfolio encompasses a wide range of centrifugal and positive displacement pumps, high-performance control valves, butterfly and ball valves, as well as mechanical seals and seal support systems.

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