Silvant Capital Management LLC Makes New Investment in AMETEK, Inc. $AME

Silvant Capital Management LLC acquired a new position in shares of AMETEK, Inc. (NYSE:AME) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 21,847 shares of the technology company’s stock, valued at approximately $5,286,000.

Other institutional investors and hedge funds have also modified their holdings of the company. BlackRock Inc. acquired a new stake in AMETEK during the 2nd quarter valued at $4,725,928,000. Norges Bank acquired a new position in AMETEK in the fourth quarter worth $831,372,000. Flossbach Von Storch SE acquired a new position in AMETEK in the second quarter worth $662,352,000. Bank of New York Mellon Corp bought a new stake in shares of AMETEK during the second quarter worth $624,725,000. Finally, Wellington Management Group LLP increased its stake in shares of AMETEK by 302.9% in the fourth quarter. Wellington Management Group LLP now owns 2,807,664 shares of the technology company’s stock valued at $576,441,000 after buying an additional 2,110,818 shares in the last quarter. 87.43% of the stock is owned by institutional investors and hedge funds.

Key AMETEK News

Here are the key news stories impacting AMETEK this week:

• Positive Sentiment: Broad EPS upgrades: Zacks raised its AMETEK earnings forecasts across multiple periods, including Q3 2026 EPS to $2.08 from $2.00 and full-year 2026 EPS to $8.27 from $8.07. It also increased FY2027 EPS to $8.74 from $8.47 and FY2028 EPS to $9.33 from $9.10. AMETEK earnings estimate revisions
• Positive Sentiment: Improved longer-term outlook: Zacks also lifted estimates for Q1 and Q2 2027, Q3 and Q4 2027, and Q1 and Q2 2028. The revisions imply continued earnings growth and put Zacks’ FY2028 forecast above the current-year consensus estimate of $8.33 per share. AMETEK analyst estimates
• Neutral Sentiment: Limited immediate catalyst: The estimate changes are favorable but relate mainly to future quarters and do not represent a new contract, acquisition, or change to company guidance. Zacks’ FY2026 forecast of $8.27 remains slightly below the broader consensus estimate of $8.33.
• Negative Sentiment: Valuation may be weighing on the shares: AMETEK trades at roughly 35 times earnings and near its 52-week high. That elevated valuation could encourage profit-taking or require stronger near-term results to drive additional upside, potentially explaining the stock’s weakness despite the positive estimate revisions.

AMETEK Trading Down 1.5%

AME opened at $239.54 on Friday. The firm has a 50 day simple moving average of $240.65 and a 200 day simple moving average of $231.93. AMETEK, Inc. has a fifty-two week low of $179.24 and a fifty-two week high of $261.16. The company has a market cap of $54.90 billion, a price-to-earnings ratio of 35.02, a price-to-earnings-growth ratio of 3.11 and a beta of 0.98. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.21 and a quick ratio of 0.76.

AMETEK (NYSE:AME) last announced its quarterly earnings data on Tuesday, August 4th. The technology company reported $2.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.99 by $0.10. The firm had revenue of $2.04 billion for the quarter, compared to analysts’ expectations of $1.95 billion. AMETEK had a net margin of 20.04% and a return on equity of 16.93%. The business’s revenue for the quarter was up 15.0% on a year-over-year basis. During the same period last year, the firm earned $1.78 earnings per share. AMETEK has set its Q3 2026 guidance at 2.080-2.100 EPS and its FY 2026 guidance at 8.200-8.300 EPS. On average, sell-side analysts anticipate that AMETEK, Inc. will post 8.32 earnings per share for the current year.

AMETEK Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be issued a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Tuesday, September 15th. AMETEK’s dividend payout ratio is currently 19.88%.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Barclays lifted their price target on AMETEK from $220.00 to $230.00 and gave the company an “equal weight” rating in a report on Monday, May 4th. BNP Paribas Exane raised their price objective on shares of AMETEK from $270.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, August 5th. Royal Bank Of Canada boosted their target price on shares of AMETEK from $260.00 to $291.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 5th. Citigroup upped their target price on shares of AMETEK from $257.00 to $261.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Finally, DA Davidson increased their price target on shares of AMETEK from $265.00 to $285.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $266.80.

Insiders Place Their Bets

In other AMETEK news, insider David F. Hermance sold 6,608 shares of the firm’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $254.00, for a total transaction of $1,678,432.00. Following the transaction, the insider owned 42,509 shares in the company, valued at approximately $10,797,286. This trade represents a 13.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.54% of the company’s stock.

AMETEK Profile

AMETEK, Inc is a global manufacturer of electronic instruments and electromechanical devices that serves a broad range of industries. Headquartered in Berwyn, Pennsylvania, the company designs and produces precision instruments, electronic measurement devices, specialty sensors, and electric motors and motion control systems. Its product portfolio includes analytical and monitoring instruments, calibration equipment, power supplies, embedded electronics, and industrial motors and drives used for critical applications.

The company operates through two primary business platforms — an electronic instruments group focused on analytical, test and measurement and sensor products, and an electromechanical group that supplies motors, actuators, and related power and motion solutions.