Allianz Asset Management GmbH Increases Position in IPG Photonics Corporation $IPGP

Allianz Asset Management GmbH increased its stake in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 47.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 137,852 shares of the semiconductor company’s stock after buying an additional 44,203 shares during the quarter. Allianz Asset Management GmbH’s holdings in IPG Photonics were worth $9,464,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. M.E. Allison & CO. Inc. purchased a new stake in shares of IPG Photonics during the second quarter valued at $234,000. CWM LLC grew its holdings in shares of IPG Photonics by 34.4% during the second quarter. CWM LLC now owns 20,513 shares of the semiconductor company’s stock valued at $1,408,000 after buying an additional 5,255 shares during the last quarter. Vanguard Personalized Indexing Management LLC lifted its position in IPG Photonics by 3.2% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 6,352 shares of the semiconductor company’s stock valued at $436,000 after purchasing an additional 194 shares during the period. Inspire Investing LLC lifted its position in IPG Photonics by 10.1% during the second quarter. Inspire Investing LLC now owns 7,027 shares of the semiconductor company’s stock valued at $482,000 after purchasing an additional 644 shares during the period. Finally, Signaturefd LLC lifted its position in IPG Photonics by 76.9% during the second quarter. Signaturefd LLC now owns 764 shares of the semiconductor company’s stock valued at $52,000 after purchasing an additional 332 shares during the period. 93.79% of the stock is owned by hedge funds and other institutional investors.

IPG Photonics Stock Up 1.0%

IPGP stock opened at $88.06 on Wednesday. The company’s 50-day simple moving average is $82.10 and its 200-day simple moving average is $71.90. IPG Photonics Corporation has a 52-week low of $48.59 and a 52-week high of $90.29. The firm has a market cap of $3.72 billion, a P/E ratio of -17.97, a PEG ratio of 24.18 and a beta of 0.98.

IPG Photonics (NASDAQ:IPGP) last posted its earnings results on Tuesday, August 5th. The semiconductor company reported $0.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.10 by $0.20. IPG Photonics had a negative net margin of 22.77% and a positive return on equity of 2.25%. The business had revenue of $250.72 million for the quarter, compared to analyst estimates of $228.20 million. During the same period in the prior year, the company posted $0.45 EPS. The company’s revenue for the quarter was down 2.7% on a year-over-year basis. IPG Photonics has set its Q3 2025 guidance at 0.050-0.350 EPS. On average, analysts anticipate that IPG Photonics Corporation will post 1.54 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Wall Street Zen upgraded shares of IPG Photonics from a “sell” rating to a “hold” rating in a research report on Saturday, August 9th. Weiss Ratings restated a “sell (d)” rating on shares of IPG Photonics in a research report on Wednesday, October 8th. Sanford C. Bernstein upgraded shares of IPG Photonics from a “market perform” rating to an “outperform” rating and set a $97.00 target price for the company in a research report on Thursday, August 7th. Finally, Roth Capital set a $96.00 target price on shares of IPG Photonics and gave the company a “buy” rating in a research report on Monday, October 6th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, IPG Photonics currently has an average rating of “Hold” and a consensus target price of $78.50.

Insider Activity

In related news, major shareholder Valentin Gapontsev Trust I sold 52,320 shares of the company’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $80.71, for a total transaction of $4,222,747.20. Following the completion of the transaction, the insider owned 7,073,279 shares in the company, valued at $570,884,348.09. This represents a 0.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder Fibre Devices Ltd Ip sold 35,000 shares of the company’s stock in a transaction dated Monday, September 22nd. The stock was sold at an average price of $82.10, for a total transaction of $2,873,500.00. Following the transaction, the insider owned 6,849,837 shares of the company’s stock, valued at approximately $562,371,617.70. This trade represents a 0.51% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 274,630 shares of company stock valued at $22,881,519. Insiders own 39.50% of the company’s stock.

IPG Photonics Profile

IPG Photonics Corporation develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in various applications primarily in materials processing worldwide. Its laser products include hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers; and high-power optical fiber delivery cables, fiber couplers, beam switches, chillers, scanners, and other accessories.