Ingersoll Rand (NYSE:IR) Releases Earnings Results, Beats Expectations By $0.06 EPS

Ingersoll Rand (NYSE:IR) posted its quarterly earnings data on Thursday. The industrial products company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.90 by $0.06, FiscalAI reports. Ingersoll Rand had a net margin of 7.31% and a return on equity of 12.14%. The business had revenue of $2.09 billion during the quarter, compared to the consensus estimate of $2.04 billion. During the same quarter last year, the company posted $0.84 earnings per share. The firm’s quarterly revenue was up 10.1% compared to the same quarter last year. Ingersoll Rand updated its FY 2026 guidance to 3.450-3.570 EPS.

Ingersoll Rand Trading Up 4.2%

Shares of NYSE IR traded up $3.92 during trading hours on Friday, reaching $98.13. The stock had a trading volume of 802,991 shares, compared to its average volume of 4,266,568. The business’s fifty day moving average price is $85.42 and its two-hundred day moving average price is $81.38. The firm has a market cap of $38.77 billion, a price-to-earnings ratio of 72.69, a P/E/G ratio of 6.01 and a beta of 1.32. Ingersoll Rand has a 52-week low of $65.61 and a 52-week high of $100.00. The company has a current ratio of 2.16, a quick ratio of 1.51 and a debt-to-equity ratio of 0.47.

Ingersoll Rand Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Wednesday, March 4th will be issued a $0.02 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.08 dividend on an annualized basis and a dividend yield of 0.1%. Ingersoll Rand’s dividend payout ratio is presently 5.93%.

Insider Activity

In other news, insider Vicente Reynal sold 191,000 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $88.12, for a total transaction of $16,830,920.00. Following the completion of the sale, the insider owned 193,186 shares in the company, valued at approximately $17,023,550.32. This represents a 49.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Michael J. Scheske sold 1,477 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $80.63, for a total transaction of $119,090.51. Following the sale, the chief accounting officer directly owned 12,153 shares in the company, valued at approximately $979,896.39. This represents a 10.84% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 292,477 shares of company stock worth $26,703,912. 0.59% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of IR. Wedbush Securities Inc. boosted its holdings in Ingersoll Rand by 2.6% in the fourth quarter. Wedbush Securities Inc. now owns 7,592 shares of the industrial products company’s stock valued at $601,000 after purchasing an additional 195 shares during the last quarter. DRW Securities LLC acquired a new position in shares of Ingersoll Rand in the 4th quarter valued at about $282,000. Boothbay Fund Management LLC purchased a new stake in shares of Ingersoll Rand in the second quarter worth about $296,000. Parallel Advisors LLC grew its holdings in Ingersoll Rand by 5.2% during the third quarter. Parallel Advisors LLC now owns 3,629 shares of the industrial products company’s stock worth $300,000 after acquiring an additional 180 shares during the period. Finally, Evergreen Capital Management LLC raised its position in Ingersoll Rand by 9.3% during the second quarter. Evergreen Capital Management LLC now owns 3,679 shares of the industrial products company’s stock valued at $306,000 after acquiring an additional 312 shares in the last quarter. 95.27% of the stock is currently owned by hedge funds and other institutional investors.

Key Ingersoll Rand News

Here are the key news stories impacting Ingersoll Rand this week:

• Positive Sentiment: Q4 results beat — Ingersoll Rand reported Q4 revenue of $2.09B (up ~10% YoY) and EPS of $0.96, topping consensus and showing solid year-over-year growth. Ingersoll Rand Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Analyst support and price-targets — Recent analyst notes (Buys/Overweights and a median target near $95) and positive coverage are reinforcing investor confidence following the print. Ingersoll Rand Inc. (IR) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: FY‑2026 guidance mostly in line — Management provided EPS guidance of $3.45–$3.57 and revenue guidance around $7.8–$8.0B (close to consensus), so investors are parsing where upside versus execution risk lies for the year. Ingersoll (IR) Reports Q4 Earnings: What Key Metrics Have to Say
• Neutral Sentiment: Dividend maintained — Board declared a regular quarterly cash dividend of $0.02 per share (small yield); supportive for income-minded holders but immaterial to valuation. Ingersoll Rand Declares Regular Quarterly Cash Dividend
• Negative Sentiment: Cash-flow and balance-sheet trends — Operating cash flow fell (~5% YoY) and cash balances declined year-over-year, and capex ticked up; investors will watch free cash flow conversion through FY‑2026. Ingersoll Rand Inc. (IR) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: Insider selling noted — Recent disclosures show insiders have sold shares in the past six months, which some investors view as a near-term negative signal. Ingersoll Rand Inc. (IR) Stock Rises on Q4 2025 Earnings

Analyst Ratings Changes

Several analysts have weighed in on IR shares. Zacks Research raised Ingersoll Rand from a “strong sell” rating to a “hold” rating in a report on Friday, December 12th. Robert W. Baird lowered their price target on shares of Ingersoll Rand from $103.00 to $100.00 and set an “outperform” rating for the company in a report on Monday, November 3rd. Stifel Nicolaus upped their target price on Ingersoll Rand from $81.00 to $87.00 and gave the stock a “hold” rating in a report on Friday, January 23rd. Citigroup upped their price target on shares of Ingersoll Rand from $94.00 to $98.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Finally, Wells Fargo & Company increased their price objective on Ingersoll Rand from $87.00 to $92.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Four investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $92.13.

Ingersoll Rand Company Profile

Ingersoll Rand is a diversified industrial company that designs, manufactures and services a wide range of equipment and technologies for commercial, industrial and OEM customers. Its product portfolio includes air compressors and compressed air systems, pneumatic and cordless power tools, material handling and lifting equipment, fluid transfer and pumping solutions, and associated aftermarket parts and service offerings. The company’s products support applications across manufacturing, construction, transportation, oil and gas, mining and general industrial markets.

Ingersoll Rand sells through a combination of direct sales, distributor networks and service channels, delivering both capital equipment and recurring aftermarket revenue from parts, maintenance and service contracts.