Ingersoll Rand (NYSE:IR) Releases Earnings Results, Beats Expectations By $0.06 EPS

Ingersoll Rand (NYSE:IR) announced its quarterly earnings data on Thursday. The industrial products company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.90 by $0.06, FiscalAI reports. The company had revenue of $2.09 billion for the quarter, compared to analysts’ expectations of $2.04 billion. Ingersoll Rand had a return on equity of 12.58% and a net margin of 7.60%.Ingersoll Rand’s revenue was up 10.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.84 earnings per share. Ingersoll Rand updated its FY 2026 guidance to 3.450-3.570 EPS.

Ingersoll Rand Price Performance

NYSE IR opened at $98.43 on Friday. The firm’s fifty day simple moving average is $85.80 and its two-hundred day simple moving average is $81.46. The firm has a market capitalization of $38.89 billion, a P/E ratio of 67.88, a P/E/G ratio of 5.85 and a beta of 1.32. The company has a current ratio of 2.16, a quick ratio of 1.51 and a debt-to-equity ratio of 0.47. Ingersoll Rand has a 12-month low of $65.61 and a 12-month high of $100.96.

Ingersoll Rand Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Wednesday, March 4th will be paid a $0.02 dividend. This represents a $0.08 annualized dividend and a yield of 0.1%. The ex-dividend date is Wednesday, March 4th. Ingersoll Rand’s dividend payout ratio (DPR) is 5.52%.

Ingersoll Rand News Roundup

Here are the key news stories impacting Ingersoll Rand this week:

• Positive Sentiment: Q4 beat on revenue and EPS — Ingersoll Rand reported stronger-than-expected Q4 sales (revenue up ~10% YoY to ~$2.09B) and beat EPS expectations, which is the primary driver behind the rally. Ingersoll Rand Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Recurring revenue + M&A emphasis — Management reiterated a strategic push toward higher recurring revenue and active M&A to drive predictable growth, which supports multiple expansion narratives. Ingersoll Rand outlines 2026 revenue growth target
• Positive Sentiment: 2026 guidance broadly in line / constructive — The company gave FY2026 EPS guidance (~3.45–3.57) and revenue targets that are roughly in line with Street expectations, reducing near-term uncertainty about forward results. Zacks: Q4 Earnings & Revenues Top Estimates
• Neutral Sentiment: Market reaction / volume spike — News outlets note strong intraday buying and elevated volume as investors reposition into the beat and strategic messaging. This is a market reaction rather than new fundamental change. Why is IR stock rocketing higher today?
• Neutral Sentiment: Earnings call / transcript available — Management commentary (investor call and transcript) provides detail on backlog, pricing, and where margin pressure is expected to moderate; useful for modeling but not new info beyond the quarter. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Margin and cash-flow pressures — Coverage highlights margin pressure, higher cost of sales and a year-over-year decline in operating cash flow that investors will watch (could limit near-term free-cash-flow upside). IR Q4 Deep Dive: Recurring Revenue and M&A Drive Growth Amid Margin Pressures
• Negative Sentiment: Notable insider selling — Recent public filings show insider sales (no purchases reported in the referenced period), which some investors view as a near-term negative signal. QuiverQuant: Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: Small dividend announced — The board declared a quarterly dividend (small yield) that’s unlikely to change the investment thesis materially but is supportive for income-focused holders. Dividend disclosed in Q4 release

Insiders Place Their Bets

In other Ingersoll Rand news, insider Vicente Reynal sold 440 shares of the stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $100.00, for a total value of $44,000.00. Following the completion of the sale, the insider directly owned 229,668 shares in the company, valued at approximately $22,966,800. This trade represents a 0.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Michael J. Scheske sold 1,477 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $80.63, for a total value of $119,090.51. Following the sale, the chief accounting officer owned 12,153 shares in the company, valued at $979,896.39. The trade was a 10.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 292,917 shares of company stock valued at $26,747,912 in the last three months. Insiders own 0.59% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Kestra Advisory Services LLC boosted its position in Ingersoll Rand by 8.9% in the fourth quarter. Kestra Advisory Services LLC now owns 29,656 shares of the industrial products company’s stock valued at $2,349,000 after buying an additional 2,412 shares during the last quarter. Parkside Financial Bank & Trust lifted its stake in Ingersoll Rand by 14.6% during the 4th quarter. Parkside Financial Bank & Trust now owns 1,450 shares of the industrial products company’s stock valued at $115,000 after acquiring an additional 185 shares during the period. CANADA LIFE ASSURANCE Co increased its stake in shares of Ingersoll Rand by 1.4% in the fourth quarter. CANADA LIFE ASSURANCE Co now owns 232,933 shares of the industrial products company’s stock worth $18,458,000 after acquiring an additional 3,299 shares during the period. Bridgewater Associates LP increased its stake in shares of Ingersoll Rand by 211.7% in the fourth quarter. Bridgewater Associates LP now owns 54,147 shares of the industrial products company’s stock worth $4,290,000 after acquiring an additional 36,776 shares during the period. Finally, Stifel Financial Corp raised its holdings in shares of Ingersoll Rand by 2.1% during the fourth quarter. Stifel Financial Corp now owns 78,893 shares of the industrial products company’s stock worth $6,250,000 after purchasing an additional 1,646 shares during the last quarter. 95.27% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Wells Fargo & Company increased their price target on Ingersoll Rand from $87.00 to $92.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Zacks Research raised shares of Ingersoll Rand from a “strong sell” rating to a “hold” rating in a research note on Friday, December 12th. Citigroup increased their target price on shares of Ingersoll Rand from $94.00 to $98.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Stifel Nicolaus upped their price target on shares of Ingersoll Rand from $81.00 to $87.00 and gave the stock a “hold” rating in a research report on Friday, January 23rd. Finally, Robert W. Baird dropped their price objective on shares of Ingersoll Rand from $103.00 to $100.00 and set an “outperform” rating on the stock in a research note on Monday, November 3rd. Four analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $92.13.

Ingersoll Rand Company Profile

Ingersoll Rand is a diversified industrial company that designs, manufactures and services a wide range of equipment and technologies for commercial, industrial and OEM customers. Its product portfolio includes air compressors and compressed air systems, pneumatic and cordless power tools, material handling and lifting equipment, fluid transfer and pumping solutions, and associated aftermarket parts and service offerings. The company’s products support applications across manufacturing, construction, transportation, oil and gas, mining and general industrial markets.

Ingersoll Rand sells through a combination of direct sales, distributor networks and service channels, delivering both capital equipment and recurring aftermarket revenue from parts, maintenance and service contracts.