IPG Photonics Corporation $IPGP Stock Position Decreased by Principal Financial Group Inc.

Principal Financial Group Inc. decreased its position in IPG Photonics Corporation (NASDAQ:IPGP) by 5.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 56,286 shares of the semiconductor company’s stock after selling 3,452 shares during the quarter. Principal Financial Group Inc.’s holdings in IPG Photonics were worth $4,457,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Versant Capital Management Inc raised its position in IPG Photonics by 51.1% during the third quarter. Versant Capital Management Inc now owns 343 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 116 shares in the last quarter. True Wealth Design LLC increased its stake in shares of IPG Photonics by 1,621.7% during the 2nd quarter. True Wealth Design LLC now owns 396 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 373 shares during the last quarter. Nomura Asset Management Co. Ltd. raised its holdings in shares of IPG Photonics by 207.1% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 430 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 290 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of IPG Photonics by 348.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 744 shares of the semiconductor company’s stock valued at $51,000 after purchasing an additional 578 shares in the last quarter. Finally, Headlands Technologies LLC acquired a new stake in shares of IPG Photonics in the 2nd quarter valued at $65,000. Institutional investors and hedge funds own 93.79% of the company’s stock.

Insider Buying and Selling at IPG Photonics

In related news, major shareholder Fibre Devices Ltd Ip sold 35,000 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $76.36, for a total value of $2,672,600.00. Following the completion of the sale, the insider owned 6,721,503 shares in the company, valued at approximately $513,253,969.08. This trade represents a 0.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, major shareholder Valentin Gapontsev Trust I sold 47,901 shares of IPG Photonics stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $76.13, for a total value of $3,646,703.13. Following the sale, the insider directly owned 6,926,099 shares in the company, valued at approximately $527,283,916.87. This trade represents a 0.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 433,715 shares of company stock valued at $33,343,856. Corporate insiders own 39.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Roth Mkm raised their target price on IPG Photonics from $105.00 to $110.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Citigroup raised IPG Photonics from a “sell” rating to a “buy” rating and raised their price objective for the company from $68.00 to $105.00 in a research note on Wednesday, November 5th. Raymond James Financial lowered IPG Photonics from a “strong-buy” rating to an “outperform” rating and boosted their target price for the stock from $97.00 to $180.00 in a report on Friday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of IPG Photonics in a research report on Monday, December 29th. Finally, Stifel Nicolaus lifted their price target on shares of IPG Photonics from $92.00 to $165.00 and gave the company a “buy” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, IPG Photonics presently has a consensus rating of “Moderate Buy” and an average price target of $122.17.

Key IPG Photonics News

Here are the key news stories impacting IPG Photonics this week:

• Positive Sentiment: Q4 results beat expectations — EPS $0.46 vs. $0.25 consensus and revenue $274.47M (up 17% Y/Y), driven by industrial demand and growth-product strength; this is the primary catalyst for the rally. IPG Photonics Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
• Positive Sentiment: Analysts have revised models upward after the quarter — several shop reports note raised forecasts and price-target lifts, supporting continued investor interest. These Analysts Boost Their Forecasts On IPG Photonics Following Upbeat Q4 Results
• Positive Sentiment: Shares jumped sharply and hit a 52-week high on the strong quarter and bullish commentary; momentum flows and reported elevated short interest amplified the move. Highly Short Stock IPG Photonics Hits 52-Week High After Strong Quarter
• Positive Sentiment: Industry coverage: some outlets explain the >30% intraday jump was driven by the earnings beat, upbeat guidance commentary and follow-on analyst actions — reinforcing investor confidence. Why IPG Photonics Jumped 35% Today, Even as the Markets Were Down
• Neutral Sentiment: Company provided Q1 FY2026 guidance (EPS $0.10–$0.40; revenue $235–265M). The range is wide but includes consensus; investors are parsing guidance vs. beat momentum. View Press Release
• Neutral Sentiment: Earnings call/transcript and slides are available for detail on product demand, backlog and margins; read management commentary for clues on sustainability of the beat. IPG Photonics Corporation (NASDAQ:IPGP) Q4 2025 earnings call transcript
• Negative Sentiment: Short-interest reporting is inconsistent across feeds (some articles cite elevated short interest while regulatory feeds in this dataset show zero/NaN), creating uncertainty about potential squeeze dynamics or overhangs — a risk for volatile price moves. Highly Short Stock IPG Photonics Hits 52-Week High After Strong Quarter

IPG Photonics Stock Up 2.4%

Shares of NASDAQ:IPGP opened at $153.91 on Monday. The company has a market cap of $6.48 billion, a price-to-earnings ratio of 207.99, a PEG ratio of 18.75 and a beta of 1.02. The business has a 50 day moving average price of $86.40 and a 200 day moving average price of $83.26. IPG Photonics Corporation has a twelve month low of $48.59 and a twelve month high of $155.82.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings results on Thursday, February 12th. The semiconductor company reported $0.46 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.21. IPG Photonics had a return on equity of 2.89% and a net margin of 3.10%.The company had revenue of $274.47 million during the quarter, compared to analyst estimates of $249.58 million. During the same period in the previous year, the company earned $0.18 earnings per share. The company’s quarterly revenue 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 EPS 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.