Xylem Inc. $XYL Shares Sold by Strs Ohio

Key Points

• Strs Ohio reduced its stake in Xylem by 15.1% in Q4, selling 29,890 shares and now holds 167,929 shares valued at $22.87 million.
• Xylem slightly beat Q1 estimates (EPS $1.12 vs. $1.09; revenue $2.13B vs. $2.11B), set FY2026 guidance of $5.35–$5.60 EPS and authorized a $1.5 billion share buyback (up to 4.8% of shares).
• The company raised its quarterly dividend to $0.43 (annualized $1.72, ~1.5% yield); institutional investors own about 88% of the stock and analysts' consensus is a "Moderate Buy" with a $152.77 price target.

Strs Ohio lowered its stake in Xylem Inc. (NYSE:XYL - Free Report) by 15.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 167,929 shares of the industrial products company's stock after selling 29,890 shares during the quarter. Strs Ohio owned 0.07% of Xylem worth $22,869,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Ferguson Wellman Capital Management Inc. purchased a new stake in shares of Xylem during the third quarter worth about $1,148,000. Vanguard Personalized Indexing Management LLC grew its holdings in shares of Xylem by 19.0% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 56,216 shares of the industrial products company's stock worth $8,292,000 after buying an additional 8,960 shares in the last quarter. Fisher Asset Management LLC grew its holdings in shares of Xylem by 6.4% during the third quarter. Fisher Asset Management LLC now owns 404,613 shares of the industrial products company's stock worth $59,681,000 after buying an additional 24,352 shares in the last quarter. AEGON ASSET MANAGEMENT UK Plc grew its holdings in shares of Xylem by 9.8% during the third quarter. AEGON ASSET MANAGEMENT UK Plc now owns 417,651 shares of the industrial products company's stock worth $61,629,000 after buying an additional 37,189 shares in the last quarter. Finally, Sequoia Financial Advisors LLC grew its holdings in shares of Xylem by 4.4% during the third quarter. Sequoia Financial Advisors LLC now owns 330,276 shares of the industrial products company's stock worth $48,716,000 after buying an additional 13,791 shares in the last quarter. Institutional investors and hedge funds own 87.96% of the company's stock.

Xylem Stock Performance

NYSE XYL opened at $115.32 on Friday. The firm has a market capitalization of $27.41 billion, a P/E ratio of 28.69, a P/E/G ratio of 1.64 and a beta of 1.08. Xylem Inc. has a 1-year low of $114.15 and a 1-year high of $154.27. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.46 and a quick ratio of 1.28. The business's 50-day simple moving average is $123.29 and its 200-day simple moving average is $134.79.

Xylem (NYSE:XYL - Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The industrial products company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $1.09 by $0.03. The business had revenue of $2.13 billion for the quarter, compared to analyst estimates of $2.11 billion. Xylem had a return on equity of 11.26% and a net margin of 10.79%.The company's revenue was up 2.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.03 EPS. Xylem has set its FY 2026 guidance at 5.350-5.600 EPS. Equities analysts predict that Xylem Inc. will post 5.51 EPS for the current year.

Xylem announced that its board has initiated a stock repurchase program on Wednesday, February 25th that allows the company to buyback $1.50 billion in shares. This buyback authorization allows the industrial products company to purchase up to 4.8% of its stock through open market purchases. Stock buyback programs are typically an indication that the company's leadership believes its shares are undervalued.

Xylem Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 24th. Shareholders of record on Tuesday, February 24th were paid a dividend of $0.43 per share. This is an increase from Xylem's previous quarterly dividend of $0.40. This represents a $1.72 annualized dividend and a yield of 1.5%. The ex-dividend date was Tuesday, February 24th. Xylem's payout ratio is presently 42.79%.

Analyst Ratings Changes

A number of equities research analysts have recently commented on XYL shares. Weiss Ratings downgraded shares of Xylem from a "buy (b-)" rating to a "hold (c+)" rating in a report on Monday, April 6th. Citigroup decreased their target price on shares of Xylem from $174.00 to $168.00 and set a "buy" rating on the stock in a research report on Wednesday. Mizuho set a $138.00 target price on shares of Xylem in a research report on Wednesday, February 11th. Stifel Nicolaus decreased their target price on shares of Xylem from $163.00 to $159.00 and set a "buy" rating on the stock in a research report on Wednesday. Finally, Barclays decreased their target price on shares of Xylem from $156.00 to $154.00 and set an "overweight" rating on the stock in a research report on Wednesday. Seven research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $152.77.

About Xylem

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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