Guinness Asset Management LTD Has $219.19 Million Position in Illinois Tool Works Inc. $ITW

Guinness Asset Management LTD grew its stake in Illinois Tool Works Inc. (NYSE:ITW) by 0.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 838,582 shares of the industrial products company’s stock after acquiring an additional 3,514 shares during the period. Illinois Tool Works accounts for approximately 3.5% of Guinness Asset Management LTD’s investment portfolio, making the stock its 16th biggest holding. Guinness Asset Management LTD’s holdings in Illinois Tool Works were worth $219,189,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Brighton Jones LLC lifted its position in Illinois Tool Works by 5.3% during the fourth quarter. Brighton Jones LLC now owns 5,519 shares of the industrial products company’s stock worth $1,399,000 after acquiring an additional 277 shares during the last quarter. Bison Wealth LLC boosted its stake in Illinois Tool Works by 2.3% in the 4th quarter. Bison Wealth LLC now owns 3,555 shares of the industrial products company’s stock valued at $901,000 after purchasing an additional 81 shares during the period. Sivia Capital Partners LLC increased its position in Illinois Tool Works by 20.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,038 shares of the industrial products company’s stock worth $257,000 after buying an additional 177 shares during the period. Belpointe Asset Management LLC lifted its holdings in shares of Illinois Tool Works by 10.2% during the second quarter. Belpointe Asset Management LLC now owns 3,724 shares of the industrial products company’s stock worth $921,000 after buying an additional 346 shares in the last quarter. Finally, Shell Asset Management Co. boosted its position in shares of Illinois Tool Works by 76.9% in the second quarter. Shell Asset Management Co. now owns 6,747 shares of the industrial products company’s stock valued at $1,668,000 after acquiring an additional 2,932 shares during the period. Institutional investors own 79.77% of the company’s stock.

Analyst Ratings Changes

ITW has been the subject of a number of recent research reports. Bank of America raised shares of Illinois Tool Works from an “underperform” rating to a “neutral” rating and boosted their price objective for the company from $220.00 to $255.00 in a report on Tuesday, November 18th. Citigroup boosted their price target on Illinois Tool Works from $271.00 to $284.00 and gave the company a “neutral” rating in a research note on Wednesday. The Goldman Sachs Group restated a “sell” rating and set a $253.00 price objective on shares of Illinois Tool Works in a research note on Tuesday. Wells Fargo & Company lifted their price objective on Illinois Tool Works from $250.00 to $270.00 and gave the company an “underweight” rating in a report on Wednesday. Finally, UBS Group reissued a “neutral” rating and set a $285.00 target price on shares of Illinois Tool Works in a report on Wednesday. Two equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat.com, Illinois Tool Works currently has an average rating of “Reduce” and a consensus price target of $270.69.

Illinois Tool Works Stock Down 0.2%

Shares of ITW opened at $288.20 on Friday. The firm has a 50 day simple moving average of $255.92 and a two-hundred day simple moving average of $255.59. Illinois Tool Works Inc. has a one year low of $214.66 and a one year high of $293.83. The company has a debt-to-equity ratio of 2.07, a current ratio of 1.21 and a quick ratio of 1.11. The company has a market cap of $83.61 billion, a P/E ratio of 27.47, a P/E/G ratio of 15.51 and a beta of 1.15.

Illinois Tool Works (NYSE:ITW) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.69 by $0.03. The firm had revenue of $4.09 billion for the quarter, compared to analyst estimates of $4.07 billion. Illinois Tool Works had a return on equity of 95.16% and a net margin of 19.11%.The business’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same period last year, the firm posted $2.54 earnings per share. Illinois Tool Works has set its FY 2026 guidance at 11.000-11.400 EPS. Research analysts forecast that Illinois Tool Works Inc. will post 10.39 EPS for the current fiscal year.

Illinois Tool Works News Summary

Here are the key news stories impacting Illinois Tool Works this week:

• Positive Sentiment: Reported Q4 results beat estimates: EPS $2.72 vs. $2.69 and revenue $4.09B (up ~4% YoY); company reiterated strong margins and set FY2026 guidance of $11.00–$11.40, supporting earnings momentum. ITW Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management and analysts point to FY2026 targets around ~$11.20 EPS and a targeted ~100 bps margin expansion driven by pricing, cost initiatives (CBI) and enterprise programs — a clear catalyst for multiple expansion if delivered. ITW targets $11.20 EPS and 100 bps margin expansion for 2026
• Positive Sentiment: Q4 sales topped estimates, reinforcing the revenue beat and suggesting demand resilience across end markets. Illinois Tool Works’s Q4 CY2025 Sales Top Estimates
• Positive Sentiment: Beat/guide news pushed the stock to a new 52‑week high shortly after results, signaling strong investor reception to the numbers and outlook. Illinois Tool Works Reaches New 52-Week High Following Earnings Beat
• Positive Sentiment: Company benefited from strong auto‑parts demand this quarter — a near‑term growth driver cited in coverage of the print. Illinois Tool Works beats quarterly profit estimates on strong auto parts demand
• Neutral Sentiment: Analyst and market pieces provide context and detailed materials for the quarter (earnings preview, slides, transcript) useful for assessing execution risk vs. guidance. ITW Q4 Earnings Report Preview
• Neutral Sentiment: Earnings call presentation and transcript are available for deeper read on segment trends, buybacks/dividends and margin drivers. Useful for confirming management’s execution plan. ITW 2025 Q4 Earnings Call Presentation
• Positive Sentiment: Dividend strength and valuation writeups point to shareholder return resilience, which can support the equity at current yields if cash flow remains robust. Illinois Tool Works Results Highlight Dividend Strength And Valuation Opportunity
• Negative Sentiment: Truist raised its price target to $280 but kept a “hold” rating, implying limited near‑term upside; that stance, plus a small target gap vs. the current market price, could cap momentum for some investors. Truist Raises Price Target on Illinois Tool Works to $280
• Positive Sentiment: JPMorgan raised its PT to $310 and maintained an overweight rating — a bullish analyst vote that could attract buyers if the shares revisit the guidance story. JPMorgan Adjusts Price Target on Illinois Tool Works to $310

Illinois Tool Works Profile

Illinois Tool Works Inc (ITW) is a diversified industrial manufacturer that designs and produces a broad array of engineered products, consumables and related service solutions for industrial customers. Its offerings span engineered fastening systems, specialty components, industrial equipment, welding products, foodservice and packaging equipment, adhesives and polymer products, and test-and-measurement technologies. These products are used as critical inputs by customers across automotive, construction, electronics, foodservice, maintenance and other industrial end markets.

The company operates a decentralized business model in which independently managed businesses focus on niche product lines and close customer relationships.