Royce & Associates LP Decreases Stock Position in IPG Photonics Corporation $IPGP

Posted by Geri Gentry on May 28th, 2026

Royce & Associates LP lessened its stake in IPG Photonics Corporation (NASDAQ:IPGP – Free Report) by 5.6% in the fourth quarter, Holdings Channel reports. The fund owned 170,180 shares of the semiconductor company’s stock after selling 10,171 shares during the quarter. Royce & Associates LP’s holdings in IPG Photonics were worth $12,185,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. First Eagle Investment Management LLC raised its position in shares of IPG Photonics by 0.3% in the 4th quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock valued at $321,277,000 after purchasing an additional 12,344 shares in the last quarter. Dimensional Fund Advisors LP raised its position in shares of IPG Photonics by 4.1% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,755,864 shares of the semiconductor company’s stock valued at $139,045,000 after purchasing an additional 68,366 shares in the last quarter. AQR Capital Management LLC raised its position in shares of IPG Photonics by 53.7% in the 2nd quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock valued at $67,101,000 after purchasing an additional 341,773 shares in the last quarter. M&G PLC raised its position in shares of IPG Photonics by 6.2% in the 3rd quarter. M&G PLC now owns 637,356 shares of the semiconductor company’s stock valued at $50,351,000 after purchasing an additional 37,336 shares in the last quarter. Finally, Exchange Traded Concepts LLC raised its position in shares of IPG Photonics by 20.0% in the 4th quarter. Exchange Traded Concepts LLC now owns 258,305 shares of the semiconductor company’s stock valued at $18,495,000 after purchasing an additional 43,021 shares in the last quarter. Hedge funds and other institutional investors own 93.79% of the company’s stock.

Insider Activity at IPG Photonics

In related news, Director Jeanmarie F. Desmond sold 1,690 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $105.58, for a total transaction of $178,430.20. Following the sale, the director directly owned 10,486 shares of the company’s stock, valued at approximately $1,107,111.88. This represents a 13.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Timothy Pv Mammen sold 9,975 shares of the stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $119.81, for a total value of $1,195,104.75. Following the completion of the sale, the chief financial officer directly owned 76,438 shares in the company, valued at $9,158,036.78. This represents a 11.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 12,165 shares of company stock valued at $1,431,645. Corporate insiders own 37.50% of the company’s stock.

IPG Photonics Trading Down 2.4%

IPGP stock opened at $116.99 on Thursday. The firm has a market cap of $4.97 billion, a P/E ratio of 169.55, a P/E/G ratio of 3.49 and a beta of 0.97. IPG Photonics Corporation has a 12-month low of $64.93 and a 12-month high of $155.82. The stock’s 50 day simple moving average is $115.91 and its 200 day simple moving average is $102.06.

IPG Photonics (NASDAQ:IPGP – Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.32 by ($0.03). The firm had revenue of $265.50 million for the quarter, compared to analyst estimates of $256.99 million. IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. The business’s revenue was up 16.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.09 earnings per share. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. On average, research analysts forecast that IPG Photonics Corporation will post 1.66 EPS for the current fiscal year.

Trending Headlines about IPG Photonics

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

Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for IPG Photonics to $1.59 from $1.57 and increased its Q1 2028 forecast to $0.95 from $0.83, suggesting some longer-term improvement in earnings expectations.
Positive Sentiment: Zacks also lifted its Q2 2026 EPS estimate to $0.39 from $0.33, which is a modest near-term positive for the company.
Neutral Sentiment: Several analyst estimates remain mixed overall, and Zacks kept a Hold rating on IPG Photonics, indicating limited near-term conviction despite some forecast changes.
Negative Sentiment: Zacks cut EPS estimates for Q3 2026, Q4 2026, Q1 2027, Q2 2027, and Q3 2027, which can weigh on sentiment by signaling softer expected profitability in the coming quarters.
Negative Sentiment: IPG Photonics CFO Timothy Pv Mammen sold 9,975 shares at an average price of $119.81, a move that may raise investor caution about insider confidence.

Analyst Ratings Changes

A number of equities analysts have issued reports on IPGP shares. Citigroup upped their target price on IPG Photonics from $105.00 to $150.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Raymond James Financial lowered IPG Photonics from a “strong-buy” rating to an “outperform” rating and upped their target price for the company from $97.00 to $180.00 in a research report on Friday, February 13th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of IPG Photonics in a research report on Friday, March 27th. Zacks Research lowered IPG Photonics from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 4th. Finally, Wall Street Zen lowered IPG Photonics from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Six research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, IPG Photonics has a consensus rating of “Moderate Buy” and an average target price of $135.50.

View Our Latest Report on IPGP

IPG Photonics Profile

(Free Report)

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.