Strs Ohio Makes New $638,000 Investment in Powell Industries, Inc. $POWL

Strs Ohio acquired a new position in shares of Powell Industries, Inc. (NASDAQ:POWL) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,000 shares of the industrial products company’s stock, valued at approximately $638,000.

Several other hedge funds have also recently bought and sold shares of POWL. Royal Bank of Canada raised its stake in Powell Industries by 1.5% during the first quarter. Royal Bank of Canada now owns 30,830 shares of the industrial products company’s stock worth $5,251,000 after acquiring an additional 461 shares in the last quarter. NewEdge Advisors LLC increased its holdings in Powell Industries by 7.9% during the 1st quarter. NewEdge Advisors LLC now owns 6,310 shares of the industrial products company’s stock valued at $1,075,000 after purchasing an additional 461 shares in the last quarter. Jones Financial Companies Lllp increased its holdings in Powell Industries by 1,221.0% during the 1st quarter. Jones Financial Companies Lllp now owns 1,387 shares of the industrial products company’s stock valued at $236,000 after purchasing an additional 1,282 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Powell Industries by 4.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 28,423 shares of the industrial products company’s stock valued at $4,841,000 after purchasing an additional 1,311 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its holdings in Powell Industries by 6.2% during the 2nd quarter. JPMorgan Chase & Co. now owns 31,116 shares of the industrial products company’s stock valued at $6,548,000 after purchasing an additional 1,822 shares in the last quarter. 89.77% of the stock is currently owned by institutional investors and hedge funds.

Key Powell Industries News

Here are the key news stories impacting Powell Industries this week:

• Positive Sentiment: JPMorgan raised its price target on Powell Industries to $360 and maintained an Overweight rating, reinforcing a bullish view on the stock. Article: Benzinga report on JPMorgan price target increase
• Positive Sentiment: Sidoti increased multiple forward earnings estimates, including FY2027 and Q3/Q4 2027, suggesting expectations for stronger future profitability.
• Positive Sentiment: Powell Industries is being viewed as a trending stock and one of the top-performing dividend stocks in 2026, which may be drawing more investor attention. Article: Zacks trending stock article
• Neutral Sentiment: Sidoti lowered some near-term EPS estimates, including FY2026 and Q2 2027, which adds a bit of caution to the otherwise positive outlook.
• Neutral Sentiment: The company’s latest earnings report missed EPS and revenue estimates, so investors may be balancing strong future forecasts against recent execution misses.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Powell Industries in a report on Friday, April 24th. Texas Capital raised Powell Industries to a “strong-buy” rating in a report on Friday, March 27th. JPMorgan Chase & Co. raised their price target on Powell Industries from $310.00 to $360.00 and gave the company an “overweight” rating in a report on Wednesday. Zacks Research raised Powell Industries from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. Finally, Cantor Fitzgerald raised their price target on Powell Industries from $142.33 to $160.33 and gave the company a “neutral” rating in a report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Powell Industries presently has a consensus rating of “Buy” and a consensus price target of $196.75.

Insider Transactions at Powell Industries

In other news, insider Ping Ni sold 210 shares of Powell Industries stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $196.67, for a total value of $41,300.00. Following the completion of the sale, the insider directly owned 6,069 shares of the company’s stock, valued at approximately $1,193,570. This trade represents a 3.34% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, major shareholder Thomas W. Powell sold 149,334 shares of Powell Industries stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $167.41, for a total value of $25,000,004.94. Following the completion of the sale, the insider directly owned 1,796,082 shares of the company’s stock, valued at $300,682,087.62. This trade represents a 7.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 248,688 shares of company stock valued at $44,535,053 over the last quarter. Corporate insiders own 2.20% of the company’s stock.

Powell Industries Stock Performance

NASDAQ POWL opened at $309.39 on Friday. The stock has a fifty day moving average of $206.99 and a 200-day moving average of $157.95. The stock has a market capitalization of $11.27 billion, a P/E ratio of 60.55, a price-to-earnings-growth ratio of 3.97 and a beta of 1.14. Powell Industries, Inc. has a 52 week low of $54.75 and a 52 week high of $325.93.

Powell Industries (NASDAQ:POWL) last released its earnings results on Monday, May 4th. The industrial products company reported $1.25 EPS for the quarter, missing the consensus estimate of $1.34 by ($0.09). The firm had revenue of $296.62 million during the quarter, compared to analyst estimates of $298.12 million. Powell Industries had a net margin of 16.51% and a return on equity of 28.61%. The firm’s quarterly revenue was up 6.5% on a year-over-year basis. During the same period last year, the business posted $3.81 earnings per share. Equities research analysts forecast that Powell Industries, Inc. will post 5.51 earnings per share for the current fiscal year.

Powell Industries Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 17th. Stockholders of record on Wednesday, May 20th will be paid a $0.09 dividend. This represents a $0.36 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Wednesday, May 20th. Powell Industries’s dividend payout ratio (DPR) is 7.05%.

Powell Industries Company Profile

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.