Private Advisory Group LLC Boosts Holdings in Powell Industries, Inc. $POWL

Private Advisory Group LLC boosted its holdings in shares of Powell Industries, Inc. (NASDAQ:POWL) by 8.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 35,095 shares of the industrial products company’s stock after buying an additional 2,803 shares during the quarter. Private Advisory Group LLC owned approximately 0.29% of Powell Industries worth $11,188,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Kovitz Investment Group Partners LLC increased its stake in shares of Powell Industries by 42.2% in the 3rd quarter. Kovitz Investment Group Partners LLC now owns 2,314,474 shares of the industrial products company’s stock worth $705,475,000 after purchasing an additional 686,588 shares in the last quarter. First Trust Advisors LP lifted its position in Powell Industries by 65.8% during the third quarter. First Trust Advisors LP now owns 615,067 shares of the industrial products company’s stock valued at $187,479,000 after purchasing an additional 244,051 shares in the last quarter. State Street Corp grew its holdings in Powell Industries by 0.9% during the second quarter. State Street Corp now owns 352,103 shares of the industrial products company’s stock valued at $74,100,000 after purchasing an additional 3,159 shares during the period. Invesco Ltd. grew its holdings in Powell Industries by 2.4% during the third quarter. Invesco Ltd. now owns 348,091 shares of the industrial products company’s stock valued at $106,102,000 after purchasing an additional 8,083 shares during the period. Finally, Fisher Asset Management LLC increased its position in Powell Industries by 49.8% in the third quarter. Fisher Asset Management LLC now owns 300,496 shares of the industrial products company’s stock worth $91,594,000 after buying an additional 99,857 shares in the last quarter. 89.77% of the stock is currently owned by institutional investors.

Key Powell Industries News

Here are the key news stories impacting Powell Industries this week:

• Positive Sentiment: Sidoti sharply raised multi‑period EPS forecasts (FY2026, FY2027 and several quarters), boosting forward earnings expectations and signaling stronger margin/earnings visibility — a clear catalyst for higher valuation multiples. Read More.
• Positive Sentiment: An analyst raised the Q2 EPS estimate for Powell, reinforcing near‑term earnings momentum and supporting the stock’s intraday strength. Read More.
• Positive Sentiment: Coverage summaries note that Wall Street analysts are broadly bullish on POWL, which can attract incremental buy interest and improve liquidity as investors chase analyst‑backed names. Read More.
• Negative Sentiment: Recent volatility: a Zacks recap highlighted a sharp one‑day decline the prior session, reflecting heightened short‑term trading risk and the possibility of momentum reversals despite the latest upgrades. Read More.

Insider Activity at Powell Industries

In other news, Treasurer David L. Eckenrode sold 295 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $570.00, for a total transaction of $168,150.00. Following the completion of the transaction, the treasurer owned 443 shares in the company, valued at $252,510. This trade represents a 39.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, major shareholder Thomas W. Powell sold 49,778 shares of Powell Industries stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $502.23, for a total value of $25,000,004.94. Following the completion of the sale, the insider directly owned 598,694 shares in the company, valued at $300,682,087.62. This trade represents a 7.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 78,416 shares of company stock worth $41,912,270 over the last 90 days. Company insiders own 2.20% of the company’s stock.

Powell Industries Price Performance

NASDAQ POWL opened at $538.04 on Monday. Powell Industries, Inc. has a twelve month low of $152.89 and a twelve month high of $612.50. The business has a 50-day moving average price of $514.05 and a 200-day moving average price of $398.25. The firm has a market cap of $6.53 billion, a price-to-earnings ratio of 34.96, a price-to-earnings-growth ratio of 2.34 and a beta of 0.82.

Powell Industries’s stock is going to split before the market opens on Monday, April 6th. The 3-1 split was recently announced. The newly minted shares will be payable to shareholders after the market closes on Sunday, April 5th.

Powell Industries (NASDAQ:POWL) last released its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $3.40 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.85 by $0.55. Powell Industries had a net margin of 16.82% and a return on equity of 30.64%. The firm had revenue of $251.18 million for the quarter, compared to analysts’ expectations of $255.34 million. During the same quarter last year, the business posted $2.86 earnings per share. The company’s revenue for the quarter was up 4.1% compared to the same quarter last year. Research analysts expect that Powell Industries, Inc. will post 13.71 EPS for the current fiscal year.

Powell Industries Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Shareholders of record on Wednesday, February 18th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.2%. The ex-dividend date was Wednesday, February 18th. This is an increase from Powell Industries’s previous quarterly dividend of $0.27. Powell Industries’s dividend payout ratio is presently 7.02%.

Analyst Ratings Changes

Several research analysts have recently commented on POWL shares. Cantor Fitzgerald raised their price objective on Powell Industries from $427.00 to $481.00 and gave the stock a “neutral” rating in a research note on Thursday, February 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Powell Industries in a report on Monday, December 29th. Wall Street Zen cut shares of Powell Industries from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Finally, Glj Research assumed coverage on shares of Powell Industries in a report on Thursday, March 5th. They set a “hold” rating and a $450.00 price target on the stock. Two investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $427.00.

Powell Industries Profile

Powell Industries, Inc is an industrial electrical engineering company specializing in the design, manufacture and integration of customized power control and distribution solutions. The firm’s offerings range from medium‐voltage switchgear and power control centers to bus duct, motor control centers and specialty transformers. Powell also provides automation systems, protective relaying, metering, supervisory control and data acquisition (SCADA) platforms, and turnkey engineering services to help clients manage critical power infrastructure.

Serving the oil and gas, petrochemical, refining, utility, mining and industrial sectors, Powell’s products are engineered to meet demanding performance, safety and reliability requirements.