POWL Powell Industries Inc

Powell Industries (POWL) is a strong investment due to its end-market strength, diversification efforts, and strategic investments. The company's revenues grew 9% in fiscal 2025, driven by electric utility and industrial markets, and it has a robust backlog of $1.38 billion. Recent acquisitions and production capacity expansions further solidify its market position, complemented by shareholder-friendly policies including dividend payments and a strong liquidity position.

Harbor Capital Advisors significantly reduced its stake in Powell Industries, selling 83.2% of its shares but still holding 4,941 shares valued at $1.51 million. Despite this, Powell Industries reported strong Q3 earnings, beating analyst expectations with $4.22 EPS and $298 million revenue, leading analysts to maintain a "Buy" rating with a $350 target. Insider activity also saw VP William Marshall Mauney Jr. sell 3,000 shares, although insiders still own about 2.2% of the stock.

Carnegie Investment Counsel significantly increased its stake in Powell Industries (NASDAQ:POWL) by 53.5%, purchasing an additional 14,200 shares to bring its total holdings to 40,748 shares valued at approximately $12.42 million. The industrial products company has received a consensus "Buy" rating from analysts with an average price target of $350, following strong Q3 earnings that surpassed estimates. Powell Industries reported an EPS of $4.22 and revenue of $298 million, demonstrating robust financial performance and attracting increased institutional investment.

William Marshall Mauney, Jr., VP at Powell Industries (NASDAQ:POWL), sold 3,000 shares of the company's stock on December 19th for roughly $995,190, decreasing his stake by over 40%. The sale occurred as Powell Industries' shares traded up 1.1% at $336.53, following a recent EPS beat and an analyst consensus "Buy" rating with a $350 price target. The company also pays a quarterly dividend of $0.2675 per share, representing a 0.3% yield.

J2 Capital Management Inc recently acquired a new stake in Powell Industries, Inc. (NASDAQ:POWL), purchasing 3,824 shares valued at approximately $1.17 million, making it their 18th largest position. This move comes as Powell Industries reported strong quarterly results, exceeding analyst expectations with $4.22 EPS and $297.98 million in revenue, coupled with solid profitability metrics. Analysts maintain a "Buy" rating for POWL with an average target price of $350.00.

Powell Industries (POWL) closed up +1.19% at $332.66, outperforming the S&P 500. The company has seen an 11.69% gain over the last month and is forecasted to report a slight EPS decrease but a revenue increase for its upcoming quarterly release. Analysts predict continued growth for the full fiscal year, and the stock currently holds a Zacks Rank of #2 (Buy) with a favorable valuation compared to its industry.