Moody National Bank Trust Division Invests $1.28 Million in IPG Photonics Corporation $IPGP

Moody National Bank Trust Division purchased a new position in IPG Photonics Corporation (NASDAQ:IPGP) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 17,880 shares of the semiconductor company’s stock, valued at approximately $1,280,000.

Several other institutional investors also recently bought and sold shares of IPGP. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in IPG Photonics by 20.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,024 shares of the semiconductor company’s stock valued at $2,541,000 after purchasing an additional 6,741 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of IPG Photonics by 0.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 87,469 shares of the semiconductor company’s stock worth $5,523,000 after buying an additional 744 shares in the last quarter. Jane Street Group LLC lifted its stake in shares of IPG Photonics by 79.4% in the first quarter. Jane Street Group LLC now owns 122,105 shares of the semiconductor company’s stock worth $7,710,000 after buying an additional 54,026 shares in the last quarter. PNC Financial Services Group Inc. grew its holdings in shares of IPG Photonics by 8.9% during the second quarter. PNC Financial Services Group Inc. now owns 1,813 shares of the semiconductor company’s stock valued at $124,000 after buying an additional 148 shares during the last quarter. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS grew its holdings in shares of IPG Photonics by 7.5% during the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 6,776 shares of the semiconductor company’s stock valued at $465,000 after buying an additional 470 shares during the last quarter. 93.79% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on IPGP shares. Wall Street Zen upgraded shares of IPG Photonics from a “hold” rating to a “buy” rating in a report on Saturday, March 21st. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a research note on Monday, December 29th. Benchmark reissued a “hold” rating on shares of IPG Photonics in a report on Wednesday, December 10th. Raymond James Financial cut IPG Photonics from a “strong-buy” rating to an “outperform” rating and boosted their price target for the stock from $97.00 to $180.00 in a research note on Friday, February 13th. Finally, Stifel Nicolaus upped their price target on IPG Photonics from $92.00 to $165.00 and gave the company a “buy” rating in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $131.40.

Insider Buying and Selling at IPG Photonics

In related news, Director Eric Meurice sold 750 shares of IPG Photonics stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $95.00, for a total value of $71,250.00. Following the completion of the sale, the director owned 22,803 shares of the company’s stock, valued at $2,166,285. The trade was a 3.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, major shareholder Valentin Gapontsev Trust I sold 7,952 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $80.10, for a total value of $636,955.20. Following the sale, the insider owned 6,793,099 shares of the company’s stock, valued at approximately $544,127,229.90. This trade represents a 0.12% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 134,617 shares of company stock worth $10,636,883. 39.50% of the stock is owned by corporate insiders.

IPG Photonics Stock Up 1.0%

Shares of IPGP stock opened at $127.01 on Thursday. The company has a 50 day moving average price of $114.26 and a 200-day moving average price of $92.48. IPG Photonics Corporation has a 52 week low of $48.59 and a 52 week high of $155.82. The firm has a market capitalization of $5.36 billion, a PE ratio of 171.64, a P/E/G ratio of 3.08 and a beta of 0.95.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings data on Thursday, February 12th. The semiconductor company reported $0.46 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.21. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. The company had revenue of $274.47 million for the quarter, compared to the consensus estimate of $249.58 million. During the same quarter in the prior year, the firm earned $0.18 earnings per share. The firm’s revenue for the quarter was up 17.2% compared to the same quarter last year. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. Analysts anticipate that IPG Photonics Corporation will post 1.54 earnings per share for the current year.

About IPG Photonics

IPG Photonics Corporation is a global leader in the design and manufacture of high-performance fiber lasers and amplifiers used in industrial, medical, scientific, and telecommunications applications. The company’s core products include ytterbium and erbium fiber lasers, diode lasers, and fiber amplifiers that deliver high power and efficiency for precision cutting, welding, marking, and engraving. IPG’s systems are engineered to optimize process speed, reliability, and energy consumption, making them a preferred choice for advanced manufacturing environments.

In addition to stand-alone laser sources, IPG offers turnkey laser systems and integrated solutions tailored to sectors such as automotive, electronics, aerospace, additive manufacturing, and life sciences.