Soltis Investment Advisors LLC Acquires New Stake in Xylem Inc. $XYL

Key Points

• Soltis Investment Advisors acquired 68,081 Xylem shares worth approximately $6.9 million in the third quarter. Institutional investors collectively own 87.96% of the company’s stock.
• Xylem reported quarterly revenue of $2.20 billion and EPS of $1.44, both slightly below analyst expectations, while revenue declined 3% year over year. The company pays a $0.43 quarterly dividend, equivalent to a 1.9% annual yield.
• Shares opened at $90.74, near their 12-month low, amid several analyst downgrades and reduced price targets. Despite insider buying by a director, the stock carries a consensus “Hold” rating with a $121.31 target price.

Soltis Investment Advisors LLC bought a new stake in Xylem Inc. (NYSE:XYL - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 68,081 shares of the industrial products company's stock, valued at approximately $6,895,000.

Other institutional investors have also recently made changes to their positions in the company. XXEC Inc. purchased a new stake in Xylem during the 2nd quarter worth about $850,841,000. BlackRock Inc. bought a new position in Xylem in the 2nd quarter worth about $2,959,730,000. Bank of New York Mellon Corp purchased a new position in Xylem during the 2nd quarter valued at about $552,313,000. Hsbc Holdings PLC purchased a new position in Xylem during the 2nd quarter valued at about $319,785,000. Finally, Deutsche Bank AG purchased a new position in Xylem during the 2nd quarter valued at about $223,165,000. Hedge funds and other institutional investors own 87.96% of the company's stock.

Xylem Stock Up 2.8%

Shares of NYSE XYL opened at $90.74 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.24 and a debt-to-equity ratio of 0.23. The business has a 50-day moving average of $105.47 and a 200-day moving average of $117.80. The firm has a market capitalization of $20.81 billion, a price-to-earnings ratio of 20.08, a PEG ratio of 1.47 and a beta of 1.00. Xylem Inc. has a 12 month low of $87.40 and a 12 month high of $154.27.

Xylem (NYSE:XYL - Get Free Report) last issued its quarterly earnings results on Tuesday, October 27th. The industrial products company reported $1.44 EPS for the quarter, missing analysts' consensus estimates of $1.45 by ($0.01). The company had revenue of $2.20 billion during the quarter, compared to the consensus estimate of $2.28 billion. Xylem had a return on equity of 12.06% and a net margin of 11.94%. Xylem's quarterly revenue was down 3.0% on a year-over-year basis. During the same period in the previous year, the company earned $1.37 EPS. Sell-side analysts expect that Xylem Inc. will post 5.47 earnings per share for the current fiscal year.

Xylem Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Thursday, August 27th were paid a $0.43 dividend. This represents a $1.72 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Thursday, August 27th. Xylem's dividend payout ratio is currently 40.95%.

Analyst Ratings Changes

A number of research firms recently weighed in on XYL. Wolfe Research started coverage on shares of Xylem in a report on Tuesday, September 15th. They set a "peer perform" rating on the stock. Barclays downgraded shares of Xylem from an "overweight" rating to an "equal weight" rating and cut their price target for the company from $139.00 to $104.00 in a report on Wednesday. BNP Paribas Exane reduced their price target on shares of Xylem from $145.00 to $135.00 and set an "outperform" rating for the company in a research report on Wednesday. Mizuho set a $99.00 price target on shares of Xylem in a report on Wednesday. Finally, JPMorgan Chase & Co. cut shares of Xylem from an "overweight" rating to a "neutral" rating and decreased their price target for the stock from $118.00 to $90.00 in a report on Wednesday. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Xylem presently has a consensus rating of "Hold" and a consensus target price of $121.31.

Key Headlines Impacting Xylem

Here are the key news stories impacting Xylem this week:

• Positive Sentiment: Director D. Christian Koch purchased 11,000 shares worth approximately $985,600, substantially increasing his direct ownership. The transaction may signal confidence that the recent decline has created an attractive entry point. SEC insider trading filing
• Positive Sentiment: Options activity was notably bullish on Thursday, with traders buying 20,508 call options—roughly 771% above typical volume—suggesting some investors are positioning for a rebound.
• Positive Sentiment: RBC Capital reaffirmed its buy rating, while its broader analyst coverage set a “moderate buy” rating and a $125 price target. Other firms, including Citigroup, BNP Paribas Exane, Stifel and Oppenheimer, maintained positive ratings despite lowering their targets. RBC rating article
• Neutral Sentiment: Xylem announced divestitures and a new three-segment structure, which could improve strategic focus and portfolio efficiency but may create near-term execution and transition risks. Xylem restructuring article
• Negative Sentiment: Third-quarter revenue was $2.20 billion, below the $2.28 billion consensus estimate, while adjusted EPS of $1.44 narrowly missed expectations. Revenue declined 3% year over year, and Xylem cut its 2026 outlook. Xylem earnings article
• Negative Sentiment: Barclays downgraded Xylem to equal weight from overweight, while JPMorgan moved to underweight and UBS lowered its target to $99 with a neutral rating. Stifel also cut its target to $114. These actions highlight persistent concerns about near-term growth and valuation. Barclays downgrade article
• Negative Sentiment: Unusual put-option activity, with put volume several times above average, and a law firm’s announced investigation into potential securities-law violations add further risk and uncertainty. Xylem investigation notice

Insider Buying and Selling

In other news, Director D Koch purchased 11,000 shares of the stock in a transaction on Thursday, October 29th. The shares were acquired at an average price of $89.60 per share, for a total transaction of $985,600.00. Following the completion of the transaction, the director directly owned 12,247 shares of the company's stock, valued at approximately $1,097,331.20. This trade represents a 882.12% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. 0.32% of the stock is currently owned by corporate insiders.

Xylem Company Profile

Xylem Inc NYSE: XYL is a global water technology company that develops products and services for the transportation, treatment, testing and efficient use of water and wastewater. Its offerings support municipal water and wastewater utilities, industrial customers, commercial facilities and residential applications.

The company's products and solutions include water and wastewater pumps, treatment systems, dewatering equipment, smart meters, monitoring and control technologies, leak detection tools, and data-driven analytics.

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