Terra Alpha Investments LLC Has $4.79 Million Stake in Xylem Inc. $XYL

Terra Alpha Investments LLC cut its holdings in Xylem Inc. (NYSE:XYL) by 0.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 37,003 shares of the industrial products company’s stock after selling 238 shares during the period. Xylem makes up 5.0% of Terra Alpha Investments LLC’s portfolio, making the stock its 9th largest position. Terra Alpha Investments LLC’s holdings in Xylem were worth $4,787,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in XYL. GAMMA Investing LLC lifted its stake in Xylem by 29.1% in the first quarter. GAMMA Investing LLC now owns 4,241 shares of the industrial products company’s stock worth $507,000 after purchasing an additional 956 shares during the last quarter. Blue Trust Inc. raised its stake in shares of Xylem by 25.1% during the first quarter. Blue Trust Inc. now owns 539 shares of the industrial products company’s stock valued at $64,000 after acquiring an additional 108 shares during the last quarter. Kentucky Retirement Systems Insurance Trust Fund raised its stake in shares of Xylem by 7.6% during the first quarter. Kentucky Retirement Systems Insurance Trust Fund now owns 7,027 shares of the industrial products company’s stock valued at $839,000 after acquiring an additional 494 shares during the last quarter. Cambridge Investment Research Advisors Inc. raised its stake in shares of Xylem by 19.4% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 27,215 shares of the industrial products company’s stock valued at $3,251,000 after acquiring an additional 4,429 shares during the last quarter. Finally, Oppenheimer Asset Management Inc. raised its stake in shares of Xylem by 10.1% during the first quarter. Oppenheimer Asset Management Inc. now owns 95,850 shares of the industrial products company’s stock valued at $11,450,000 after acquiring an additional 8,832 shares during the last quarter. 87.96% of the stock is owned by institutional investors.

Insider Buying and Selling at Xylem

In other Xylem news, CAO Geri-Michelle Mcshane sold 1,000 shares of the firm’s stock in a transaction that occurred on Friday, September 5th. The shares were sold at an average price of $139.96, for a total transaction of $139,960.00. Following the completion of the transaction, the chief accounting officer owned 2,957 shares of the company’s stock, valued at approximately $413,861.72. This trade represents a 25.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.27% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on XYL. Cowen reaffirmed a “hold” rating on shares of Xylem in a research note on Tuesday, August 26th. UBS Group upped their price objective on shares of Xylem from $164.00 to $168.00 and gave the company a “buy” rating in a research note on Tuesday, August 5th. Citigroup upped their price objective on shares of Xylem from $168.00 to $173.00 and gave the company a “buy” rating in a research note on Thursday, October 9th. TD Cowen upped their price objective on shares of Xylem from $125.00 to $130.00 and gave the company a “hold” rating in a research note on Tuesday, August 26th. Finally, Mizuho upped their price objective on shares of Xylem from $125.00 to $140.00 and gave the company a “neutral” rating in a research note on Friday, September 12th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $154.67.

Xylem Price Performance

XYL stock opened at $147.40 on Wednesday. Xylem Inc. has a 1 year low of $100.47 and a 1 year high of $151.16. The company has a market cap of $35.88 billion, a P/E ratio of 38.29, a PEG ratio of 2.50 and a beta of 1.13. The firm has a 50-day moving average of $143.47 and a 200 day moving average of $131.84. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.90 and a quick ratio of 1.43.

Xylem (NYSE:XYL) last released its quarterly earnings results on Thursday, July 31st. The industrial products company reported $1.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.15 by $0.11. Xylem had a net margin of 10.74% and a return on equity of 10.33%. The company had revenue of $2.30 billion during the quarter, compared to the consensus estimate of $2.20 billion. During the same period in the prior year, the firm earned $1.09 earnings per share. Xylem’s revenue was up 6.1% on a year-over-year basis. Xylem has set its FY 2025 guidance at 4.700-4.850 EPS. On average, sell-side analysts forecast that Xylem Inc. will post 4.65 EPS for the current year.

Xylem Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 25th. Shareholders of record on Thursday, August 28th were paid a dividend of $0.40 per share. The ex-dividend date of this dividend was Thursday, August 28th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. Xylem’s dividend payout ratio (DPR) is currently 41.56%.

About Xylem

Xylem Inc, together with its subsidiaries, engages in the design, manufacture, and servicing of engineered products and solutions worldwide. It operates through four segments: Water Infrastructure, Applied Water, Measurement & Control Solutions, and Integrated Solutions and Services. The Water Infrastructure segment offers products, including water, storm water, and wastewater pumps; controls and systems; filtration, disinfection, and biological treatment equipment; and mobile dewatering equipment and rental services under the ADI, Flygt, Godwin, Sanitaire, Magneto, Neptune Benson, Ionpure, Leopold, Wedeco, and Xylem Vue brands.