SevenBridge Financial Group LLC Trims Stake in Air Products and Chemicals, Inc. $APD

SevenBridge Financial Group LLC cut its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD) by 21.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,308 shares of the basic materials company’s stock after selling 2,237 shares during the period. SevenBridge Financial Group LLC’s holdings in Air Products and Chemicals were worth $2,182,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the stock. Rockland Trust Co. boosted its holdings in Air Products and Chemicals by 8.2% in the 4th quarter. Rockland Trust Co. now owns 56,909 shares of the basic materials company’s stock valued at $14,058,000 after purchasing an additional 4,319 shares during the last quarter. Platform Technology Partners increased its holdings in shares of Air Products and Chemicals by 683.0% during the 3rd quarter. Platform Technology Partners now owns 7,164 shares of the basic materials company’s stock worth $1,954,000 after buying an additional 6,249 shares during the last quarter. Barclays PLC raised its position in shares of Air Products and Chemicals by 16.4% during the 3rd quarter. Barclays PLC now owns 789,659 shares of the basic materials company’s stock valued at $215,356,000 after buying an additional 111,317 shares during the period. Mather Group LLC. lifted its holdings in Air Products and Chemicals by 11.5% in the fourth quarter. Mather Group LLC. now owns 57,474 shares of the basic materials company’s stock valued at $14,197,000 after acquiring an additional 5,909 shares during the last quarter. Finally, Barrow Hanley Mewhinney & Strauss LLC grew its position in Air Products and Chemicals by 0.9% in the third quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 2,299,299 shares of the basic materials company’s stock worth $627,065,000 after acquiring an additional 21,479 shares during the period. Institutional investors own 81.66% of the company’s stock.

Insider Buying and Selling at Air Products and Chemicals

In related news, Director Ridge Lp Mantle sold 70,175 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $284.21, for a total transaction of $19,944,436.75. Following the sale, the director directly owned 93,499 shares in the company, valued at approximately $26,573,350.79. This represents a 42.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.88% of the company’s stock.

Key Air Products and Chemicals News

Here are the key news stories impacting Air Products and Chemicals this week:

• Positive Sentiment: Q2 beat and guidance raise — Air Products reported adjusted Q2 EPS of $3.20 vs. consensus ~$3.06 and raised FY2026 adjusted EPS guidance to $13.00–13.25 (above prior outlook). Management cited stronger pricing, helium strength and new assets coming online. Q2 Results Release
• Positive Sentiment: Analyst upgrades and higher price targets — JPMorgan raised its target to $330 (overweight) and Wells Fargo to $340 (overweight), providing additional buy-side momentum. These lifts signal growing street confidence and imply double-digit upside vs. current levels. Benzinga
• Positive Sentiment: Capital discipline / capex reduction target — Management and press coverage note efforts to target ~$1B of capex reductions, which supports near‑term cash flow and EPS durability. MSN
• Positive Sentiment: New commercial wins and helium positioning — Company disclosed strategic wins (Samsung semiconductor supply, NASA/Artemis support) and steps to strengthen helium supply (increased U.S. production, storage/liquefaction) — supportive for longer‑term growth and pricing. Q2 Results Release
• Neutral Sentiment: Investor resources and transcripts — Multiple analyst notes, earnings call transcript and slide deck are available for deeper review; these are informational but don’t change the near‑term narrative. Earnings Transcript
• Neutral Sentiment: AISTech trade show presence — Air Products will showcase low‑carbon iron & steel solutions at AISTech2026 and donate to the AIST Foundation; positive from an ESG/business development angle but more long-term. AISTech2026
• Negative Sentiment: Profitability nuance — Some published summaries note a negative net margin metric (reflecting non‑GAAP adjustments or one‑time items), which is a reminder to vet GAAP vs. adjusted figures and any transient charges when modeling earnings. MarketBeat Earnings Summary

Wall Street Analysts Forecast Growth

APD has been the topic of a number of research analyst reports. Berenberg Bank set a $350.00 target price on Air Products and Chemicals and gave the company a “buy” rating in a research report on Monday, April 20th. Wells Fargo & Company increased their price target on Air Products and Chemicals from $325.00 to $340.00 and gave the stock an “overweight” rating in a report on Friday. Sanford C. Bernstein restated an “outperform” rating and issued a $315.00 price objective on shares of Air Products and Chemicals in a report on Monday, February 2nd. Bank of America increased their target price on shares of Air Products and Chemicals from $280.00 to $303.00 and gave the stock a “neutral” rating in a research note on Tuesday, April 21st. Finally, Mizuho set a $345.00 price target on shares of Air Products and Chemicals in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Air Products and Chemicals currently has a consensus rating of “Moderate Buy” and a consensus target price of $318.24.

Air Products and Chemicals Stock Up 0.4%

Air Products and Chemicals stock opened at $301.11 on Friday. The firm has a market capitalization of $67.04 billion, a P/E ratio of -199.41, a P/E/G ratio of 2.82 and a beta of 0.80. The company has a current ratio of 1.43, a quick ratio of 1.23 and a debt-to-equity ratio of 0.95. Air Products and Chemicals, Inc. has a twelve month low of $229.11 and a twelve month high of $307.29. The stock’s fifty day simple moving average is $288.71 and its 200-day simple moving average is $268.96.

Air Products and Chemicals (NYSE:APD) last released its earnings results on Thursday, April 30th. The basic materials company reported $3.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.06 by $0.14. Air Products and Chemicals had a return on equity of 16.11% and a net margin of 16.91%.The firm had revenue of $3.17 billion during the quarter, compared to analyst estimates of $3.07 billion. During the same period last year, the business posted $2.69 earnings per share. Air Products and Chemicals’s revenue was up 8.8% compared to the same quarter last year. Air Products and Chemicals has set its FY 2026 guidance at 13.000-13.250 EPS and its Q3 2026 guidance at 3.250-3.350 EPS. As a group, equities analysts expect that Air Products and Chemicals, Inc. will post 13.05 earnings per share for the current fiscal year.

Air Products and Chemicals Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Wednesday, July 1st will be given a dividend of $1.81 per share. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $7.24 dividend on an annualized basis and a dividend yield of 2.4%. Air Products and Chemicals’s payout ratio is currently -476.82%.

Air Products and Chemicals Profile

Air Products and Chemicals, Inc is a global supplier of industrial gases and related equipment and services, headquartered in Allentown, Pennsylvania. The company produces and delivers atmospheric gases such as oxygen, nitrogen and argon, as well as specialty and process gases used across a wide range of industrial applications. Air Products designs, builds and operates gas production facilities, merchant distribution networks and on-site gas systems for customers that require reliable, high-purity gases and integrated supply solutions.

The company’s product and service portfolio includes packaged and bulk gas supply, pipeline distribution, on-site generation, gas handling and storage equipment, and engineered systems for gas liquefaction and purification.