Sumitomo Mitsui Trust Group Inc. Has $123.47 Million Stake in IPG Photonics Corporation $IPGP

Key Points

• Sumitomo Mitsui Trust Group trimmed its stake by 1.1% and now owns 1,724,502 shares—about 4.09% of IPG Photonics valued at roughly $123.47 million.
• IPG beat Q4 estimates with $0.46 EPS vs $0.25 expected and revenue of $274.47M (up 17.2% YoY), set Q1 2026 EPS guidance of 0.10–0.40, and carries a consensus analyst rating of “Moderate Buy” with a $131.40 price target.
• Insiders sold 93,595 shares (~$7.49M) over the past three months, though insiders still own 37.5% of the company and institutional investors hold 93.79% of the stock.

Sumitomo Mitsui Trust Group Inc. decreased its holdings in shares of IPG Photonics Corporation (NASDAQ:IPGP - Free Report) by 1.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,724,502 shares of the semiconductor company's stock after selling 18,926 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 4.09% of IPG Photonics worth $123,474,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Exchange Traded Concepts LLC boosted its holdings in IPG Photonics by 20.0% during the fourth quarter. Exchange Traded Concepts LLC now owns 258,305 shares of the semiconductor company's stock worth $18,495,000 after purchasing an additional 43,021 shares during the last quarter. Moody National Bank Trust Division acquired a new position in IPG Photonics during the fourth quarter worth $1,280,000. Schaper Benz & Wise Investment Counsel Inc. WI boosted its holdings in IPG Photonics by 14.2% during the fourth quarter. Schaper Benz & Wise Investment Counsel Inc. WI now owns 96,604 shares of the semiconductor company's stock worth $6,917,000 after purchasing an additional 12,020 shares during the last quarter. SG Americas Securities LLC boosted its holdings in IPG Photonics by 374.5% during the fourth quarter. SG Americas Securities LLC now owns 35,007 shares of the semiconductor company's stock worth $2,507,000 after purchasing an additional 27,629 shares during the last quarter. Finally, Assenagon Asset Management S.A. acquired a new position in IPG Photonics during the fourth quarter worth $3,435,000. Institutional investors and hedge funds own 93.79% of the company's stock.

Wall Street Analysts Forecast Growth

IPGP has been the topic of several analyst reports. Raymond James Financial lowered shares of IPG Photonics from a "strong-buy" rating to an "outperform" rating and upped their price target for the stock from $97.00 to $180.00 in a research report on Friday, February 13th. Wall Street Zen lowered shares of IPG Photonics from a "buy" rating to a "hold" rating in a research report on Tuesday. Stifel Nicolaus upped their price target on shares of IPG Photonics from $92.00 to $165.00 and gave the stock a "buy" rating in a research report on Friday, February 13th. Roth Mkm upped their price target on shares of IPG Photonics from $105.00 to $110.00 and gave the stock a "buy" rating in a research report on Tuesday, February 3rd. Finally, Zacks Research raised shares of IPG Photonics from a "hold" rating to a "strong-buy" rating in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $131.40.

Insider Buying and Selling

In other news, Director Eugene A. Scherbakov sold 2,700 shares of the stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $80.96, for a total value of $218,592.00. Following the transaction, the director directly owned 59,330 shares of the company's stock, valued at $4,803,356.80. This represents a 4.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, major shareholder Fibre Devices Ltd Ip sold 29,167 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $79.87, for a total transaction of $2,329,568.29. Following the completion of the transaction, the insider directly owned 6,628,169 shares in the company, valued at $529,391,858.03. The trade was a 0.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 93,595 shares of company stock valued at $7,492,145. 37.50% of the stock is currently owned by insiders.

IPG Photonics Stock Performance

NASDAQ IPGP opened at $127.32 on Tuesday. The firm's fifty day moving average price is $122.09 and its two-hundred day moving average price is $95.85. IPG Photonics Corporation has a 1 year low of $50.12 and a 1 year high of $155.82. The firm has a market capitalization of $5.40 billion, a P/E ratio of 172.05, a price-to-earnings-growth ratio of 3.12 and a beta of 1.01.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The semiconductor company reported $0.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.21. The firm had revenue of $274.47 million for the quarter, compared to analyst estimates of $249.58 million. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. The company's quarterly revenue was up 17.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.18 earnings per share. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. On average, research analysts anticipate that IPG Photonics Corporation will post 1.54 EPS for the current fiscal year.

IPG Photonics Profile

IPG Photonics Corporation is a global leader in the design and manufacture of high-performance fiber lasers and amplifiers used in industrial, medical, scientific, and telecommunications applications. The company's core products include ytterbium and erbium fiber lasers, diode lasers, and fiber amplifiers that deliver high power and efficiency for precision cutting, welding, marking, and engraving. IPG's systems are engineered to optimize process speed, reliability, and energy consumption, making them a preferred choice for advanced manufacturing environments.

In addition to stand-alone laser sources, IPG offers turnkey laser systems and integrated solutions tailored to sectors such as automotive, electronics, aerospace, additive manufacturing, and life sciences.

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