Sei Investments Co. lifted its holdings in shares of Quaker Houghton (NYSE:KWR – Free Report) by 35.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 69,636 shares of the specialty chemicals company’s stock after acquiring an additional 18,405 shares during the quarter. Sei Investments Co.’s holdings in Quaker Houghton were worth $8,651,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also bought and sold shares of the business. Wellington Management Group LLP boosted its position in Quaker Houghton by 14.4% in the fourth quarter. Wellington Management Group LLP now owns 756,988 shares of the specialty chemicals company’s stock worth $103,942,000 after purchasing an additional 95,100 shares during the last quarter. Royce & Associates LP raised its stake in shares of Quaker Houghton by 19.2% during the 4th quarter. Royce & Associates LP now owns 755,740 shares of the specialty chemicals company’s stock worth $103,771,000 after purchasing an additional 121,854 shares during the period. Dimensional Fund Advisors LP boosted its holdings in shares of Quaker Houghton by 5.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 750,789 shares of the specialty chemicals company’s stock worth $93,271,000 after buying an additional 38,261 shares during the last quarter. State Street Corp boosted its holdings in shares of Quaker Houghton by 9.2% in the 2nd quarter. State Street Corp now owns 596,618 shares of the specialty chemicals company’s stock worth $66,785,000 after buying an additional 50,264 shares during the last quarter. Finally, William Blair Investment Management LLC grew its position in Quaker Houghton by 33.6% during the fourth quarter. William Blair Investment Management LLC now owns 469,981 shares of the specialty chemicals company’s stock valued at $64,533,000 after buying an additional 118,321 shares during the period. Hedge funds and other institutional investors own 77.46% of the company’s stock.
Wall Street Analysts Forecast Growth
KWR has been the subject of a number of research analyst reports. Weiss Ratings upgraded shares of Quaker Houghton from a “sell (d)” rating to a “sell (d+)” rating in a report on Wednesday, May 6th. Wall Street Zen raised shares of Quaker Houghton from a “hold” rating to a “buy” rating in a research report on Saturday. Truist Financial began coverage on shares of Quaker Houghton in a research report on Monday, June 8th. They set a “buy” rating and a $172.00 target price for the company. Zacks Research upgraded shares of Quaker Houghton from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $177.00 price target on shares of Quaker Houghton in a report on Friday, July 17th. Four equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Quaker Houghton has a consensus rating of “Moderate Buy” and a consensus price target of $174.67.
Insider Buying and Selling
In related news, EVP Jeewat Bijlani sold 731 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $145.77, for a total value of $106,557.87. Following the completion of the transaction, the executive vice president directly owned 6,748 shares of the company’s stock, valued at approximately $983,655.96. This trade represents a 9.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.00% of the company’s stock.
Quaker Houghton Trading Down 0.3%
Shares of Quaker Houghton stock opened at $160.00 on Monday. Quaker Houghton has a 52-week low of $111.42 and a 52-week high of $183.01. The stock’s 50-day simple moving average is $149.78 and its 200 day simple moving average is $145.69. The stock has a market capitalization of $2.78 billion, a P/E ratio of 28.52, a P/E/G ratio of 1.23 and a beta of 1.40. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.70 and a current ratio of 2.46.
Quaker Houghton (NYSE:KWR – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The specialty chemicals company reported $2.19 EPS for the quarter, beating the consensus estimate of $1.66 by $0.53. The business had revenue of $532.55 million for the quarter, compared to the consensus estimate of $504.63 million. Quaker Houghton had a net margin of 4.94% and a return on equity of 9.55%. The company’s revenue was up 10.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.71 earnings per share. As a group, research analysts anticipate that Quaker Houghton will post 7.16 EPS for the current year.
Quaker Houghton Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 16th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Friday, October 16th. This is an increase from Quaker Houghton’s previous quarterly dividend of $0.51. Quaker Houghton’s dividend payout ratio is currently 37.79%.
Quaker Houghton declared that its board has approved a share buyback program on Wednesday, May 13th that authorizes the company to repurchase $250.00 million in shares. This repurchase authorization authorizes the specialty chemicals company to repurchase up to 10.1% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.
Quaker Houghton News Roundup
Here are the key news stories impacting Quaker Houghton this week:
- Positive Sentiment: Q2 earnings and revenue exceeded expectations. Non-GAAP EPS was $2.19, versus the $1.66–$1.68 analyst consensus, while revenue reached $532.6 million, up 10% year over year and above the roughly $505 million estimate. Quaker Chemical Q2 Earnings and Revenues Surpass Estimates
- Positive Sentiment: Operating momentum improved. Sales volumes rose 7%, driven primarily by new business wins across all segments. Adjusted EBITDA increased 13% to $85.2 million, and management expects mid- to high-single-digit adjusted EBITDA growth in 2026 while targeting EBITDA margins above 18%. Quaker Houghton Anticipates EBITDA Growth in 2026
- Positive Sentiment: Shareholder returns were strengthened. Quaker Houghton raised its quarterly dividend 4.3% to $0.53 per share, repurchased $24.2 million of stock during the quarter and authorized a new $250 million repurchase program. Quaker Houghton Announces Second Quarter 2026 Results
- Neutral Sentiment: Management described demand entering the third quarter as stable and expects end markets to be flat to slightly positive for the rest of 2026. Regional sales rose across the Americas, EMEA and Asia-Pacific, but the company carried $876.1 million of gross debt against $155.1 million of cash.
- Negative Sentiment: Valuation remains a potential risk after the rally, while reported net income was only $26.8 million and a company executive recently sold 731 shares. These factors could limit further upside if growth or margins disappoint.
Quaker Houghton Profile
Quaker Houghton is a global provider of process fluids, chemical specialties and sustainable solutions for industrial applications. The company develops and supplies metalworking fluids, coatings, and corrosion inhibitors, as well as heat transfer, lubrication and additive products designed to improve productivity and extend equipment life. Its portfolio addresses a range of end markets including automotive, aerospace, defense, energy, mining, agriculture and heavy industry.
The company traces its roots back to the founding of Quaker Chemical Corporation in 1918 and Houghton International in 1865.
Further Reading
- Five stocks we like better than Quaker Houghton
- 3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story
- AbbVie Quietly Solved Its Biggest Problem—Now What?
- Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade
- Strategy’s Structural Strength: Hidden in a $8 Billion Illusion
Want to see what other hedge funds are holding KWR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Quaker Houghton (NYSE:KWR – Free Report).
Receive News & Ratings for Quaker Houghton Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Quaker Houghton and related companies with MarketBeat.com's FREE daily email newsletter.
