First Dallas Securities Inc. Grows Stake in Whirlpool Corporation $WHR

First Dallas Securities Inc. increased its holdings in shares of Whirlpool Corporation (NYSE:WHR) by 723.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 38,104 shares of the company’s stock after purchasing an additional 33,476 shares during the quarter. Whirlpool accounts for 1.0% of First Dallas Securities Inc.’s portfolio, making the stock its 29th biggest holding. First Dallas Securities Inc.’s holdings in Whirlpool were worth $2,749,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of WHR. NewEdge Advisors LLC lifted its holdings in shares of Whirlpool by 56.7% during the first quarter. NewEdge Advisors LLC now owns 3,120 shares of the company’s stock valued at $281,000 after purchasing an additional 1,129 shares in the last quarter. Empowered Funds LLC lifted its holdings in shares of Whirlpool by 206.5% during the first quarter. Empowered Funds LLC now owns 8,528 shares of the company’s stock valued at $769,000 after purchasing an additional 5,746 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Whirlpool by 15.0% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 214,918 shares of the company’s stock valued at $19,371,000 after purchasing an additional 27,995 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of Whirlpool by 3.2% during the second quarter. Invesco Ltd. now owns 229,566 shares of the company’s stock valued at $23,283,000 after purchasing an additional 7,151 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of Whirlpool by 129.2% during the second quarter. EverSource Wealth Advisors LLC now owns 369 shares of the company’s stock valued at $37,000 after purchasing an additional 208 shares in the last quarter. 90.78% of the stock is owned by institutional investors.

Whirlpool Stock Up 4.7%

WHR stock opened at $41.41 on Wednesday. Whirlpool Corporation has a fifty-two week low of $38.38 and a fifty-two week high of $111.96. The business’s 50-day moving average is $48.96 and its two-hundred day moving average is $65.75. The company has a debt-to-equity ratio of 1.48, a quick ratio of 0.48 and a current ratio of 0.88. The company has a market cap of $2.68 billion, a price-to-earnings ratio of 14.09, a P/E/G ratio of 15.62 and a beta of 1.15.

Whirlpool (NYSE:WHR) last posted its earnings results on Wednesday, May 6th. The company reported ($0.56) earnings per share for the quarter, missing analysts’ consensus estimates of $0.43 by ($0.99). Whirlpool had a net margin of 1.08% and a return on equity of 7.68%. The firm had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.44 billion. During the same period in the prior year, the company posted $1.70 EPS. The firm’s revenue was down 9.6% compared to the same quarter last year. Whirlpool has set its FY 2026 guidance at 3.000-3.500 EPS. As a group, analysts forecast that Whirlpool Corporation will post 2.53 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Royal Bank Of Canada lowered their price target on Whirlpool from $37.00 to $32.00 and set an “underperform” rating on the stock in a report on Friday, May 8th. Citigroup lowered their price target on Whirlpool from $60.00 to $50.00 and set a “neutral” rating on the stock in a report on Monday, May 11th. Stifel Nicolaus set a $55.00 price target on Whirlpool in a report on Monday, May 4th. Wall Street Zen downgraded Whirlpool from a “hold” rating to a “strong sell” rating in a report on Saturday, May 9th. Finally, Raymond James Financial reaffirmed a “market perform” rating on shares of Whirlpool in a report on Monday, March 16th. Two research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus price target of $68.89.

Whirlpool Company Profile

Whirlpool Corporation is a leading global manufacturer and marketer of home appliances, with a product portfolio that spans major categories such as laundry, refrigeration, cooking, dishwashing and small electrics. Headquartered in Benton Harbor, Michigan, the company designs, produces and distributes its appliances through a network of wholly owned manufacturing facilities, joint ventures and third-party partners. Whirlpool serves both retail and professional markets, offering products under its flagship Whirlpool brand as well as several well-known names including Maytag, KitchenAid, JennAir, Amana, Brastemp and Consul.

In its laundry segment, Whirlpool provides top- and front-load washing machines, dryers and combination units designed to balance energy efficiency, capacity and convenience.