IR Ingersoll Rand Inc

VIRGINIA RETIREMENT SYSTEMS ET Al increased its holdings in AbbVie Inc. by 48.9% in the third quarter, acquiring 96,200 additional shares to reach a total of 293,111 shares valued at $67.9 million. This move comes as AbbVie reported strong Q3 earnings, beating analyst estimates with $1.86 EPS and $15.78 billion in revenue, prompting an increase in its quarterly dividend to $1.73. Institutional ownership of AbbVie stands at 70.23%, with major firms like Vanguard and Geode Capital Management also increasing their positions, and analysts maintaining a "Moderate Buy" consensus with a $245.84 target price.

Ethic Inc. reduced its stake in Ingersoll Rand Inc. by 36.2% in Q3, selling 30,596 shares to hold 53,990 shares valued at $4.46 million. Despite this reduction, other hedge funds adjusted their positions, with some increasing their holdings. Ingersoll Rand's stock performance shows a 1-year low of $65.61 and a high of $95.85, along with a recent dividend announcement and varied analyst ratings.

Stifel maintained a Hold rating on Ingersoll Rand Inc. (IR) and increased its price target from $75 to $81, citing tariff-related price hikes as a key factor in diversified industrial companies' expansion in 2025. Separately, Citi reiterated its Buy rating and raised its price objective for IR from $91 to $94, with both firms anticipating continued industry development and sales growth for 2026, though some adjustments to EBITDA guidance were noted due to tariffs and delayed price realization.

Stifel has maintained a "Hold" rating on Ingersoll Rand Inc. (IR) and increased its price target from $75 to $81, citing tariff-related price hikes and strong pricing power for diversified industrial companies. Meanwhile, Citi reiterated its "Buy" rating and boosted its price objective for IR from $91 to $94, expecting industry development in 2026 driven by artificial intelligence, despite revised EBITDA guidance due to tariff impacts and backlog growth delays. Ingersoll Rand operates in industrial technologies and precision and science technologies, and both firms anticipate continued growth for the company, though some AI stocks are seen as having greater upside potential.

Stifel has maintained a Hold rating on Ingersoll Rand Inc. (IR) and raised its price target from $75 to $81, citing tariff-related price hikes as a driver for diversified industrial companies. Volumes have been flat, but the firm anticipates low-to-mid single-digit sales growth in 2026 due to carryover pricing and reduced inventory destocking. Citi also reiterated a Buy rating and increased its price objective for IR, acknowledging the company's potential but suggesting other AI stocks might offer greater upside with less risk.

Parker-Hannifin (PH) has experienced significant share price appreciation and strong returns, leading investors to re-evaluate its current valuation. While a narrative valuation suggests the stock is slightly undervalued, a closer look at earnings relative to the US Machinery industry indicates it might be stretched. Investors are encouraged to review the full analysis, risks, and build their own narratives.