Equities Analysts Offer Predictions for APD Q3 Earnings

Air Products and Chemicals, Inc. (NYSE:APD) – Equities research analysts at Seaport Res Ptn increased their Q3 2025 EPS estimates for Air Products and Chemicals in a research report issued on Monday, February 10th. Seaport Res Ptn analyst M. Harrison now expects that the basic materials company will earn $3.32 per share for the quarter, up from their prior estimate of $3.28. The consensus estimate for Air Products and Chemicals’ current full-year earnings is $12.77 per share. Seaport Res Ptn also issued estimates for Air Products and Chemicals’ Q4 2025 earnings at $3.61 EPS, Q1 2026 earnings at $3.22 EPS, Q2 2026 earnings at $3.38 EPS, Q3 2026 earnings at $3.54 EPS and Q4 2026 earnings at $3.78 EPS.

APD has been the subject of several other reports. Bank of America cut Air Products and Chemicals from a “buy” rating to a “neutral” rating and set a $350.00 price objective for the company. in a report on Monday, January 27th. Wells Fargo & Company boosted their price target on shares of Air Products and Chemicals from $350.00 to $365.00 and gave the stock an “overweight” rating in a research note on Friday, February 7th. BMO Capital Markets cut shares of Air Products and Chemicals from an “outperform” rating to a “market perform” rating in a research note on Friday, February 7th. Sanford C. Bernstein upgraded shares of Air Products and Chemicals from a “market perform” rating to an “outperform” rating and set a $375.00 target price for the company in a research report on Friday, January 31st. Finally, JPMorgan Chase & Co. restated a “neutral” rating and issued a $320.00 price target (down from $345.00) on shares of Air Products and Chemicals in a research report on Friday, February 7th. One analyst has rated the stock with a sell rating, seven have given a hold rating, twelve have assigned a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $339.94.

Air Products and Chemicals Trading Up 0.3 %

Shares of APD opened at $310.35 on Thursday. The stock’s fifty day simple moving average is $308.56 and its 200-day simple moving average is $302.65. The firm has a market capitalization of $69.02 billion, a PE ratio of 18.02, a price-to-earnings-growth ratio of 3.47 and a beta of 0.85. Air Products and Chemicals has a 12-month low of $216.30 and a 12-month high of $341.14. The company has a quick ratio of 1.34, a current ratio of 1.11 and a debt-to-equity ratio of 0.71.

Air Products and Chemicals (NYSE:APD) last posted its quarterly earnings data on Thursday, February 6th. The basic materials company reported $2.86 earnings per share for the quarter, missing the consensus estimate of $3.13 by ($0.27). Air Products and Chemicals had a return on equity of 15.78% and a net margin of 31.88%.

Institutional Trading of Air Products and Chemicals

A number of institutional investors have recently made changes to their positions in the business. Truvestments Capital LLC acquired a new stake in Air Products and Chemicals in the 3rd quarter valued at $25,000. Generali Investments Management Co LLC bought a new position in shares of Air Products and Chemicals in the 4th quarter valued at about $26,000. Sierra Ocean LLC acquired a new stake in shares of Air Products and Chemicals in the fourth quarter valued at about $30,000. Raleigh Capital Management Inc. raised its holdings in Air Products and Chemicals by 69.4% during the fourth quarter. Raleigh Capital Management Inc. now owns 105 shares of the basic materials company’s stock worth $30,000 after acquiring an additional 43 shares in the last quarter. Finally, Financial Life Planners acquired a new position in Air Products and Chemicals during the fourth quarter valued at approximately $31,000. Institutional investors own 81.66% of the company’s stock.

Insider Activity

In other news, insider Francesco Maione sold 2,016 shares of the company’s stock in a transaction dated Monday, February 10th. The stock was sold at an average price of $306.00, for a total transaction of $616,896.00. Following the completion of the transaction, the insider now directly owns 3,834 shares of the company’s stock, valued at $1,173,204. This represents a 34.46 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Melissa N. Schaeffer sold 3,233 shares of the stock in a transaction dated Monday, February 10th. The stock was sold at an average price of $307.32, for a total value of $993,565.56. Following the transaction, the chief financial officer now owns 10,680 shares of the company’s stock, valued at approximately $3,282,177.60. The trade was a 23.24 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 9,749 shares of company stock worth $3,030,032 over the last quarter. 0.41% of the stock is currently owned by company insiders.

Air Products and Chemicals Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, May 12th. Shareholders of record on Tuesday, April 1st will be paid a $1.79 dividend. The ex-dividend date of this dividend is Tuesday, April 1st. This represents a $7.16 dividend on an annualized basis and a yield of 2.31%. This is a positive change from Air Products and Chemicals’s previous quarterly dividend of $1.77. Air Products and Chemicals’s payout ratio is presently 41.11%.

About Air Products and Chemicals

Air Products and Chemicals, Inc provides atmospheric gases, process and specialty gases, equipment, and related services in the Americas, Asia, Europe, the Middle East, India, and internationally. The company produces atmospheric gases, including oxygen, nitrogen, and argon; process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, and syngas; and specialty gases for customers in various industries, including refining, chemical, manufacturing, electronics, energy production, medical, food, and metals.