Sumitomo Mitsui Trust Group Inc. Decreases Holdings in IPG Photonics Corporation $IPGP

Sumitomo Mitsui Trust Group Inc. decreased its holdings in IPG Photonics Corporation (NASDAQ:IPGP) by 1.8% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,743,428 shares of the semiconductor company’s stock after selling 31,232 shares during the period. Sumitomo Mitsui Trust Group Inc. owned approximately 4.13% of IPG Photonics worth $138,062,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. State of Alaska Department of Revenue lifted its stake in IPG Photonics by 57.2% in the third quarter. State of Alaska Department of Revenue now owns 4,648 shares of the semiconductor company’s stock worth $367,000 after purchasing an additional 1,691 shares during the last quarter. SG Americas Securities LLC purchased a new position in shares of IPG Photonics in the third quarter worth about $584,000. KLP Kapitalforvaltning AS lifted its stake in shares of IPG Photonics by 24.0% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 6,200 shares of the semiconductor company’s stock valued at $491,000 after acquiring an additional 1,200 shares during the last quarter. Altfest L J & Co. Inc. purchased a new stake in IPG Photonics during the 3rd quarter valued at about $423,000. Finally, QSM Asset Management Ltd grew its position in IPG Photonics by 95.6% during the 3rd quarter. QSM Asset Management Ltd now owns 51,832 shares of the semiconductor company’s stock worth $4,058,000 after acquiring an additional 25,332 shares during the last quarter. Institutional investors own 93.79% of the company’s stock.

IPG Photonics Stock Up 0.9%

NASDAQ:IPGP opened at $76.77 on Wednesday. The firm’s fifty day simple moving average is $78.54 and its 200 day simple moving average is $79.45. The stock has a market cap of $3.23 billion, a P/E ratio of 125.85, a price-to-earnings-growth ratio of 15.13 and a beta of 1.01. IPG Photonics Corporation has a twelve month low of $48.59 and a twelve month high of $92.21.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings data on Tuesday, November 4th. The semiconductor company reported $0.35 EPS for the quarter, topping the consensus estimate of $0.16 by $0.19. IPG Photonics had a net margin of 2.66% and a return on equity of 2.35%. The business had revenue of $250.79 million during the quarter, compared to analyst estimates of $240.18 million. IPG Photonics has set its Q4 2025 guidance at 0.050-0.350 EPS. On average, analysts expect that IPG Photonics Corporation will post 1.54 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have weighed in on IPGP shares. Roth Capital set a $96.00 price objective on IPG Photonics and gave the company a “buy” rating in a research report on Monday, October 6th. Benchmark reaffirmed a “hold” rating on shares of IPG Photonics in a research note on Wednesday, December 10th. Weiss Ratings reissued a “sell (d+)” rating on shares of IPG Photonics in a research report on Monday, December 29th. Stifel Nicolaus set a $92.00 price target on shares of IPG Photonics in a research report on Tuesday, November 4th. Finally, Citigroup upgraded shares of IPG Photonics from a “sell” rating to a “buy” rating and boosted their price objective for the company from $68.00 to $105.00 in a research report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $89.33.

Insider Activity at IPG Photonics

In other IPG Photonics news, Director Tang Agnes sold 1,881 shares of IPG Photonics stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $76.75, for a total transaction of $144,366.75. Following the sale, the director directly owned 8,663 shares of the company’s stock, valued at approximately $664,885.25. The trade was a 17.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Eugene A. Scherbakov sold 2,700 shares of the company’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $74.44, for a total value of $200,988.00. Following the transaction, the director owned 62,030 shares in the company, valued at $4,617,513.20. This trade represents a 4.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 406,091 shares of company stock valued at $31,688,576. 39.50% of the stock is currently owned by corporate insiders.

IPG Photonics Profile

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.