Rathbones Group PLC Sells 41,024 Shares of Xylem Inc. $XYL

Key Points

• Rathbones Group PLC trimmed its position in Xylem by 10% in Q3, selling 41,024 shares and now holds 369,965 shares (about 0.15% of Xylem) valued at $54.57 million.
• Xylem authorized a $1.5 billion share repurchase (up to ~4.8% of outstanding stock) and raised its quarterly dividend to $0.43 ($1.72 annual, 1.4% yield), actions that typically signal management believes the stock is undervalued.
• Xylem reported Q EPS of $1.42 (in line) with revenue up 6.3% YoY, set FY2026 guidance of 5.350–5.560 EPS, and carries a market cap of about $29.95 billion with a consensus analyst price target of $158.08 ("Moderate Buy").

Rathbones Group PLC decreased its position in Xylem Inc. (NYSE:XYL - Free Report) by 10.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 369,965 shares of the industrial products company's stock after selling 41,024 shares during the period. Rathbones Group PLC owned about 0.15% of Xylem worth $54,570,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. State of Wyoming increased its position in shares of Xylem by 10.4% during the third quarter. State of Wyoming now owns 756 shares of the industrial products company's stock valued at $112,000 after purchasing an additional 71 shares during the period. Orion Porfolio Solutions LLC lifted its position in Xylem by 1.0% in the third quarter. Orion Porfolio Solutions LLC now owns 7,802 shares of the industrial products company's stock worth $1,151,000 after purchasing an additional 74 shares during the period. Journey Strategic Wealth LLC lifted its position in Xylem by 1.5% in the third quarter. Journey Strategic Wealth LLC now owns 5,107 shares of the industrial products company's stock worth $753,000 after purchasing an additional 77 shares during the period. Private Trust Co. NA boosted its stake in Xylem by 22.4% during the third quarter. Private Trust Co. NA now owns 459 shares of the industrial products company's stock worth $68,000 after buying an additional 84 shares in the last quarter. Finally, Ascent Wealth Partners LLC boosted its stake in Xylem by 0.6% during the third quarter. Ascent Wealth Partners LLC now owns 14,385 shares of the industrial products company's stock worth $2,122,000 after buying an additional 87 shares in the last quarter. Institutional investors and hedge funds own 87.96% of the company's stock.

Xylem Stock Performance

Xylem stock opened at $123.16 on Friday. The firm has a market capitalization of $29.95 billion, a P/E ratio of 31.42, a P/E/G ratio of 1.76 and a beta of 1.17. The stock has a fifty day moving average price of $135.51 and a two-hundred day moving average price of $140.60. Xylem Inc. has a 52-week low of $100.47 and a 52-week high of $154.27. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.62 and a quick ratio of 1.28.

Xylem (NYSE:XYL - Get Free Report) last issued its earnings results on Tuesday, February 10th. The industrial products company reported $1.42 EPS for the quarter, meeting the consensus estimate of $1.42. Xylem had a net margin of 10.59% and a return on equity of 11.11%. During the same period in the prior year, the firm posted $1.18 EPS. Xylem's quarterly 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. As a group, analysts anticipate that Xylem Inc. will post 4.65 EPS for the current fiscal year.

Xylem declared that its board has initiated a share repurchase plan on Wednesday, February 25th that permits the company to repurchase $1.50 billion in shares. This repurchase authorization permits the industrial products company to reacquire up to 4.8% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company's management believes its stock is undervalued.

Xylem Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Tuesday, February 24th will be given a $0.43 dividend. This represents a $1.72 dividend on an annualized basis and a yield of 1.4%. This is a boost from Xylem's previous quarterly dividend of $0.40. The ex-dividend date is Tuesday, February 24th. Xylem's dividend payout ratio (DPR) is presently 43.88%.

Analysts Set New Price Targets

XYL has been the subject of a number of recent research reports. Wall Street Zen cut shares of Xylem from a "buy" rating to a "hold" rating in a research note on Saturday, December 27th. UBS Group reiterated a "buy" rating and set a $155.00 target price on shares of Xylem in a research report on Friday, February 13th. Zacks Research cut shares of Xylem from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, November 18th. Weiss Ratings reissued a "buy (b-)" rating on shares of Xylem in a research report on Monday, December 29th. Finally, Oppenheimer set a $165.00 price target on shares of Xylem in a research note on Thursday, February 12th. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $158.08.

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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