Robeco Institutional Asset Management B.V. Increases Stock Position in Xylem Inc. $XYL

Key Points

• Robeco Institutional Asset Management B.V. raised its stake in Xylem by 81.2% in Q4 to 362,056 shares worth about $49.3 million, and institutional investors now own roughly 87.96% of the company.
• Xylem's board approved a $1.50 billion share repurchase program (up to ~4.8% of shares) and the company increased its quarterly dividend to $0.43 ($1.72 annualized), indicating management confidence in the business.
• Analysts have an average rating of "Moderate Buy" with a $155.31 price target; Xylem reported $1.42 EPS (meeting estimates), revenue up 6.3% year-over-year, and set FY2026 guidance of $5.350–$5.560 EPS.

Robeco Institutional Asset Management B.V. raised its position in shares of Xylem Inc. (NYSE:XYL - Free Report) by 81.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 362,056 shares of the industrial products company's stock after buying an additional 162,218 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 0.15% of Xylem worth $49,305,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in XYL. AQR Capital Management LLC raised 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 worth $3,645,000 after purchasing an additional 3,900 shares during the last quarter. NewEdge Advisors LLC raised 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 worth $496,000 after purchasing an additional 132 shares during the last quarter. Empowered Funds LLC raised 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 worth $1,037,000 after purchasing an additional 3,120 shares during the last quarter. Arrowstreet Capital Limited Partnership raised 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 worth $1,442,000 after purchasing an additional 5,509 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised 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 worth $154,000 after purchasing an additional 635 shares during the last quarter. Hedge funds and other institutional investors own 87.96% of the company's stock.

Analyst Upgrades and Downgrades

XYL has been the topic of a number of recent analyst reports. Robert W. Baird set a $161.00 price target on shares of Xylem in a report on Wednesday, February 11th. Citigroup reduced their price target on shares of Xylem from $182.00 to $174.00 and set a "buy" rating for the company in a research report on Wednesday, February 11th. Royal Bank Of Canada reduced their price target on shares of Xylem from $176.00 to $162.00 and set an "outperform" rating for the company in a research report on Wednesday, February 11th. William Blair started coverage on shares of Xylem in a research report on Monday, January 26th. They set an "outperform" rating for the company. Finally, Jefferies Financial Group reissued a "hold" rating and set a $130.00 price target (down from $140.00) on shares of Xylem in a research report on Tuesday, March 31st. Nine investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $155.31.

Xylem Price Performance

NYSE XYL opened at $128.68 on Tuesday. Xylem Inc. has a one year low of $107.04 and a one year high of $154.27. The stock has a 50-day moving average of $126.17 and a 200 day moving average of $137.03. The company has a market capitalization of $31.29 billion, a price-to-earnings ratio of 32.83, a PEG ratio of 1.84 and a beta of 1.18. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.28 and a current ratio of 1.62.

Xylem (NYSE:XYL - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The industrial products company reported $1.42 EPS for the quarter, hitting the consensus estimate of $1.42. Xylem had a return on equity of 11.11% and a net margin of 10.59%.During the same period in the prior year, the business posted $1.18 earnings per share. 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. On average, sell-side analysts forecast that Xylem Inc. will post 4.65 EPS for the current year.

Xylem announced that its board has approved a stock repurchase program on Wednesday, February 25th that allows the company to repurchase $1.50 billion in 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 often a sign that the company's board believes its shares are undervalued.

Xylem Increases Dividend

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

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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