Impax Asset Management Group plc Sells 181,587 Shares of Xylem Inc. $XYL

Impax Asset Management Group plc lowered its stake in shares of Xylem Inc. (NYSE:XYL) by 3.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,318,101 shares of the industrial products company’s stock after selling 181,587 shares during the quarter. Xylem makes up approximately 4.6% of Impax Asset Management Group plc’s holdings, making the stock its 3rd biggest holding. Impax Asset Management Group plc’s holdings in Xylem were worth $782,910,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of XYL. Ferguson Wellman Capital Management Inc. bought a new position in Xylem in the 3rd quarter valued at $1,148,000. Vanguard Personalized Indexing Management LLC lifted its stake 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 valued at $8,292,000 after acquiring an additional 8,960 shares during the period. XXEC Inc. boosted its holdings in Xylem by 66.0% in the second quarter. XXEC Inc. now owns 33,698 shares of the industrial products company’s stock valued at $4,359,000 after acquiring an additional 13,404 shares during the last quarter. Burney Co. boosted its holdings in Xylem by 220.5% in the third quarter. Burney Co. now owns 18,574 shares of the industrial products company’s stock valued at $2,740,000 after acquiring an additional 12,779 shares during the last quarter. Finally, AEGON ASSET MANAGEMENT UK Plc increased its position in Xylem by 9.8% in 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 purchasing an additional 37,189 shares during the period. 87.96% of the stock is owned by institutional investors.

Xylem Stock Down 7.9%

Shares of NYSE XYL opened at $129.17 on Wednesday. Xylem Inc. has a 52-week low of $100.47 and a 52-week high of $154.27. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.50 and a current ratio of 1.96. The stock has a market cap of $31.45 billion, a P/E ratio of 33.21, a P/E/G ratio of 1.99 and a beta of 1.17. The firm has a 50 day moving average price of $139.27 and a 200 day moving average price of $142.22.

Xylem (NYSE:XYL) 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 10.66% and a return on equity of 10.77%. The company had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.37 billion. During the same period last year, the firm posted $1.18 earnings per share. The business’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. Analysts expect that Xylem Inc. will post 4.65 EPS for the current year.

Xylem Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Tuesday, February 24th will be issued a dividend of $0.43 per share. This is a boost from Xylem’s previous quarterly dividend of $0.40. This represents a $1.72 annualized dividend and a yield of 1.3%. The ex-dividend date is Tuesday, February 24th. Xylem’s dividend payout ratio is presently 41.13%.

Wall Street Analysts Forecast Growth

XYL has been the topic of a number of research reports. Citigroup upped their target price on shares of Xylem from $173.00 to $182.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Weiss Ratings reissued a “buy (b-)” rating on shares of Xylem in a research note on Monday, December 29th. UBS Group raised their price objective on shares of Xylem from $168.00 to $175.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Robert W. Baird set a $178.00 target price on shares of Xylem in a report on Wednesday, October 29th. Finally, Barclays cut their price target on Xylem from $172.00 to $166.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Xylem currently has an average rating of “Moderate Buy” and a consensus price target of $165.80.

Xylem News Roundup

Here are the key news stories impacting Xylem this week:

• Positive Sentiment: Q4 results showed underlying operational strength — adjusted EPS rose year-over-year and the company reported revenue of $2.40B, slightly above estimates; management cited strong execution and productivity gains. BusinessWire: Q4 & Full-Year 2025 Results
• Positive Sentiment: Xylem raised its quarterly dividend 7.5% to $0.43 (annualized yield ~1.3%), signaling confidence in cash flow and returning capital to shareholders.
• Neutral Sentiment: The company issued FY‑2026 EPS guidance of $5.35–$5.56 which roughly brackets consensus; that EPS range is close to expectations but carries some execution risk. (See press release/slides for detail.) FY‑2026 Guidance Slide Deck
• Neutral Sentiment: Earnings matched EPS estimates ($1.42) and revenue slightly beat consensus; detailed call transcript and analyst breakdowns are available for investors parsing margin drivers and regional trends. Earnings Call Transcript
• Negative Sentiment: Revenue guidance was trimmed versus consensus — the company guided $9.1–$9.2B for FY‑2026 vs. Street ~ $9.3B, which created disappointment on growth outlook and pressured the stock.
• Negative Sentiment: Short interest spiked ~47% in January to ~4.17M shares (about 1.7% of float), increasing bearish positioning and likely amplifying downward moves during today’s heavy trading volume.

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.