Invst LLC Makes New Investment in Powell Industries, Inc. $POWL

Posted by Brenda Bartman on Aug 26th, 2026

Invst LLC bought a new stake in shares of Powell Industries, Inc. (NASDAQ:POWL – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 10,245 shares of the industrial products company’s stock, valued at approximately $2,934,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of POWL. USA Financial Formulas purchased a new position in Powell Industries in the first quarter worth about $43,000. Greenline Wealth Management LLC purchased a new stake in shares of Powell Industries during the 4th quarter valued at about $29,000. Hollencrest Capital Management bought a new position in shares of Powell Industries in the 1st quarter worth approximately $54,000. MassMutual Private Wealth & Trust FSB lifted its stake in shares of Powell Industries by 183.8% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 105 shares of the industrial products company’s stock worth $30,000 after purchasing an additional 68 shares during the period. Finally, Steward Partners Investment Advisory LLC boosted its holdings in shares of Powell Industries by 126.0% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 113 shares of the industrial products company’s stock worth $36,000 after buying an additional 63 shares during the last quarter. 89.77% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several brokerages have recently weighed in on POWL. Zacks Research cut shares of Powell Industries from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. JPMorgan Chase & Co. raised their target price on Powell Industries from $310.00 to $360.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. Glj Research upgraded Powell Industries from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 14th. Cantor Fitzgerald cut their price target on Powell Industries from $320.00 to $235.00 and set a “neutral” rating for the company in a report on Friday, August 14th. Finally, Weiss Ratings cut Powell Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 19th. Two research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $215.42.

Get Our Latest Stock Analysis on Powell Industries

Powell Industries Stock Performance

Shares of Powell Industries stock opened at $190.19 on Wednesday. The company has a market capitalization of $6.93 billion, a P/E ratio of 36.50, a P/E/G ratio of 2.52 and a beta of 1.18. The company has a fifty day moving average of $235.21 and a 200 day moving average of $231.39. Powell Industries, Inc. has a fifty-two week low of $83.85 and a fifty-two week high of $328.00.

Powell Industries (NASDAQ:POWL – Get Free Report) last posted its quarterly earnings results on Monday, August 3rd. The industrial products company reported $1.42 EPS for the quarter, missing analysts’ consensus estimates of $1.49 by ($0.07). Powell Industries had a return on equity of 27.51% and a net margin of 16.49%.The business had revenue of $311.74 million during the quarter, compared to analysts’ expectations of $316.70 million. During the same period in the prior year, the firm posted $3.96 earnings per share. The firm’s revenue for the quarter was up 8.9% on a year-over-year basis. Analysts forecast that Powell Industries, Inc. will post 5.36 EPS for the current year.

Powell Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Wednesday, August 19th will be paid a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Wednesday, August 19th. Powell Industries’s dividend payout ratio (DPR) is presently 6.91%.

Insider Transactions at Powell Industries

In related news, major shareholder Thomas W. Powell sold 33,958 shares of the stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $294.49, for a total value of $10,000,291.42. Following the completion of the transaction, the insider owned 564,736 shares of the company’s stock, valued at approximately $166,309,104.64. This trade represents a 5.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Brett Alan Cope sold 4,440 shares of Powell Industries stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $241.55, for a total value of $1,072,482.00. Following the completion of the transaction, the chief executive officer owned 517,233 shares of the company’s stock, valued at approximately $124,937,631.15. This trade represents a 0.85% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 42,898 shares of company stock worth $12,353,653 in the last three months. Insiders own 2.20% of the company’s stock.

Powell Industries Company Profile

(Free Report)

Powell Industries, Inc is an industrial electrical engineering company specializing in the design, manufacture and integration of customized power control and distribution solutions. The firm’s offerings range from medium‐voltage switchgear and power control centers to bus duct, motor control centers and specialty transformers. Powell also provides automation systems, protective relaying, metering, supervisory control and data acquisition (SCADA) platforms, and turnkey engineering services to help clients manage critical power infrastructure.

Serving the oil and gas, petrochemical, refining, utility, mining and industrial sectors, Powell’s products are engineered to meet demanding performance, safety and reliability requirements.