Capital International Investors Has $3.16 Billion Stake in Air Products and Chemicals, Inc. $APD

Posted by Brenda Bartman on Jun 7th, 2026

Capital International Investors raised its position in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 44.2% during the fourth quarter, Holdings Channel reports. The firm owned 12,792,580 shares of the basic materials company’s stock after purchasing an additional 3,922,567 shares during the period. Capital International Investors owned about 0.06% of Air Products and Chemicals worth $3,160,023,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Valtrion Capital Management LLC lifted its position in shares of Air Products and Chemicals by 8.7% in the 4th quarter. Valtrion Capital Management LLC now owns 899 shares of the basic materials company’s stock worth $222,000 after purchasing an additional 72 shares during the period. Longfellow Investment Management Co. LLC lifted its position in shares of Air Products and Chemicals by 256.5% in the 4th quarter. Longfellow Investment Management Co. LLC now owns 9,411 shares of the basic materials company’s stock worth $2,325,000 after purchasing an additional 6,771 shares during the period. MCF Advisors LLC lifted its position in shares of Air Products and Chemicals by 9.0% in the 4th quarter. MCF Advisors LLC now owns 1,126 shares of the basic materials company’s stock worth $278,000 after purchasing an additional 93 shares during the period. BI Asset Management Fondsmaeglerselskab A S lifted its position in shares of Air Products and Chemicals by 17.2% in the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 11,182 shares of the basic materials company’s stock worth $2,762,000 after purchasing an additional 1,639 shares during the period. Finally, Patron Partners LLC lifted its position in shares of Air Products and Chemicals by 5.0% in the 4th quarter. Patron Partners LLC now owns 2,605 shares of the basic materials company’s stock worth $643,000 after purchasing an additional 124 shares during the period. Institutional investors and hedge funds own 81.66% of the company’s stock.

Insider Buying and Selling

In other Air Products and Chemicals news, CFO Melissa N. Schaeffer sold 2,714 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $303.76, for a total transaction of $824,404.64. Following the sale, the chief financial officer directly owned 14,212 shares of the company’s stock, valued at $4,317,037.12. This represents a 16.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.88% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research firms recently issued reports on APD. Wells Fargo & Company boosted their target price on shares of Air Products and Chemicals from $325.00 to $340.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. UBS Group boosted their target price on shares of Air Products and Chemicals from $307.00 to $316.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Berenberg Bank set a $350.00 target price on shares of Air Products and Chemicals and gave the company a “buy” rating in a research report on Monday, April 20th. Mizuho set a $345.00 target price on shares of Air Products and Chemicals in a research report on Friday, May 1st. Finally, Morgan Stanley boosted their target price on shares of Air Products and Chemicals from $290.00 to $310.00 and gave the company an “equal weight” rating in a research report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $323.12.

Read Our Latest Research Report on Air Products and Chemicals

Air Products and Chemicals Stock Performance

Shares of APD stock opened at $282.74 on Friday. The firm has a market capitalization of $62.96 billion, a PE ratio of 29.92, a price-to-earnings-growth ratio of 2.48 and a beta of 0.74. The firm has a fifty day simple moving average of $293.91 and a two-hundred day simple moving average of $275.38. The company has a current ratio of 1.43, a quick ratio of 1.21 and a debt-to-equity ratio of 0.95. Air Products and Chemicals, Inc. has a 12 month low of $229.11 and a 12 month high of $307.96.

Air Products and Chemicals (NYSE:APD – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The basic materials company reported $3.20 EPS for the quarter, beating analysts’ consensus estimates of $3.06 by $0.14. Air Products and Chemicals had a net margin of 16.91% and a return on equity of 16.11%. The business had revenue of $3.17 billion during the quarter, compared to analyst estimates of $3.07 billion. During the same quarter in the previous year, the business posted $2.69 EPS. Air Products and Chemicals’s quarterly revenue was up 8.8% on a year-over-year basis. Air Products and Chemicals has set its FY 2026 guidance at 13.000-13.250 EPS and its Q3 2026 guidance at 3.250-3.350 EPS. Analysts forecast that Air Products and Chemicals, Inc. will post 13.2 EPS for the current fiscal year.

Air Products and Chemicals Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Wednesday, July 1st will be issued a dividend of $1.81 per share. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $7.24 annualized dividend and a yield of 2.6%. Air Products and Chemicals’s dividend payout ratio is 76.61%.

Air Products and Chemicals Profile

(Free Report)

Air Products and Chemicals, Inc is a global supplier of industrial gases and related equipment and services, headquartered in Allentown, Pennsylvania. The company produces and delivers atmospheric gases such as oxygen, nitrogen and argon, as well as specialty and process gases used across a wide range of industrial applications. Air Products designs, builds and operates gas production facilities, merchant distribution networks and on-site gas systems for customers that require reliable, high-purity gases and integrated supply solutions.

The company’s product and service portfolio includes packaged and bulk gas supply, pipeline distribution, on-site generation, gas handling and storage equipment, and engineered systems for gas liquefaction and purification.