Xylem Inc. $XYL Shares Sold by Impax Asset Management Group plc

Key Points

• Impax cut holdings by 8.2% in Q4, selling 436,893 shares to hold 4,881,208 shares (about 2.0% of Xylem) valued at roughly $664.7 million, making XYL its third-largest position (≈4.2% of Impax's portfolio).
• $1.50 billion share repurchase authorized (up to 4.8% of shares) and the quarterly dividend was raised to $0.43 ($1.72 annual, ~1.4% yield), signaling management confidence in the stock.
• Recent results met expectations: Q4 EPS $1.42 (in line with estimates) with revenue up 6.3% year-over-year, and FY2026 guidance of $5.350–$5.560 EPS (analysts' consensus ~5.47).

Impax Asset Management Group plc cut its holdings in Xylem Inc. (NYSE:XYL - Free Report) by 8.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 4,881,208 shares of the industrial products company's stock after selling 436,893 shares during the period. Xylem accounts for about 4.2% of Impax Asset Management Group plc's holdings, making the stock its 3rd biggest position. Impax Asset Management Group plc owned 2.00% of Xylem worth $664,723,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of XYL. AQR Capital Management LLC grew its stake in shares of Xylem by 14.4% during the 1st quarter. AQR Capital Management LLC now owns 30,955 shares of the industrial products company's stock valued at $3,645,000 after buying an additional 3,900 shares during the period. NewEdge Advisors LLC grew its stake in shares of Xylem by 3.3% during the 1st quarter. NewEdge Advisors LLC now owns 4,151 shares of the industrial products company's stock valued at $496,000 after buying an additional 132 shares during the period. Empowered Funds LLC grew its stake in shares of Xylem by 56.1% during the 1st quarter. Empowered Funds LLC now owns 8,678 shares of the industrial products company's stock valued at $1,037,000 after buying an additional 3,120 shares during the period. Arrowstreet Capital Limited Partnership grew its stake in shares of Xylem by 97.6% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 11,151 shares of the industrial products company's stock valued at $1,442,000 after buying an additional 5,509 shares during the period. Finally, EverSource Wealth Advisors LLC grew its stake in shares of Xylem by 114.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,192 shares of the industrial products company's stock valued at $154,000 after buying an additional 635 shares during the period. 87.96% of the stock is currently owned by institutional investors and hedge funds.

Xylem Stock Down 0.1%

Shares of Xylem stock opened at $121.56 on Friday. The company has a fifty day moving average price of $124.09 and a 200 day moving average price of $135.65. The company has a current ratio of 1.62, a quick ratio of 1.28 and a debt-to-equity ratio of 0.12. Xylem Inc. has a twelve month low of $114.49 and a twelve month high of $154.27. The stock has a market cap of $29.56 billion, a price-to-earnings ratio of 31.01, a price-to-earnings-growth ratio of 1.75 and a beta of 1.18.

Xylem (NYSE:XYL - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The industrial products company reported $1.42 earnings per share for the quarter, hitting analysts' consensus estimates of $1.42. Xylem had a net margin of 10.59% and a return on equity of 11.11%. During the same quarter in the previous year, the business posted $1.18 earnings per share. The company'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. Equities research analysts forecast that Xylem Inc. will post 5.47 earnings per share for the current fiscal year.

Xylem declared that its board has approved a stock repurchase program 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 programs are often an indication that the company's management believes its shares are undervalued.

Xylem Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 24th. Stockholders of record on Tuesday, February 24th were paid a $0.43 dividend. This is a boost from Xylem's previous quarterly dividend of $0.40. The ex-dividend date was Tuesday, February 24th. This represents a $1.72 dividend on an annualized basis and a dividend yield of 1.4%. Xylem's dividend payout ratio (DPR) is currently 43.88%.

Analyst Ratings Changes

Several analysts have recently issued reports on XYL shares. Wall Street Zen cut shares of Xylem from a "buy" rating to a "hold" rating in a research note on Saturday, December 27th. Mizuho set a $138.00 price objective on shares of Xylem in a research note on Wednesday, February 11th. Citigroup lowered their price objective on shares of Xylem from $182.00 to $174.00 and set a "buy" rating for the company in a research note on Wednesday, February 11th. Royal Bank Of Canada lowered their price objective on shares of Xylem from $176.00 to $162.00 and set an "outperform" rating for the company in a research note on Wednesday, February 11th. Finally, Jefferies Financial Group reaffirmed 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. Eight equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Xylem has a consensus rating of "Moderate Buy" and a consensus price target of $153.77.

Xylem Company 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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