Calamos Advisors LLC Purchases New Shares in IPG Photonics Corporation $IPGP

Calamos Advisors LLC purchased a new position in shares of IPG Photonics Corporation (NASDAQ:IPGP) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 6,037 shares of the semiconductor company’s stock, valued at approximately $692,000.

A number of other institutional investors have also added to or reduced their stakes in IPGP. First Eagle Investment Management LLC lifted its position in shares of IPG Photonics by 0.3% during the 4th quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock worth $321,277,000 after buying an additional 12,344 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of IPG Photonics by 3.4% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,815,042 shares of the semiconductor company’s stock worth $129,960,000 after buying an additional 59,178 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of IPG Photonics by 53.7% in the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock valued at $67,101,000 after acquiring an additional 341,773 shares in the last quarter. State Street Corp grew its holdings in shares of IPG Photonics by 1.7% in the fourth quarter. State Street Corp now owns 805,435 shares of the semiconductor company’s stock valued at $57,669,000 after acquiring an additional 13,092 shares in the last quarter. Finally, Morgan Stanley increased its position in shares of IPG Photonics by 14.5% during the fourth quarter. Morgan Stanley now owns 745,246 shares of the semiconductor company’s stock valued at $53,360,000 after acquiring an additional 94,153 shares during the last quarter. 93.79% of the stock is owned by institutional investors.

IPG Photonics Stock Performance

NASDAQ:IPGP opened at $103.36 on Friday. The business’s fifty day moving average is $111.20 and its 200 day moving average is $110.17. The firm has a market cap of $4.39 billion, a price-to-earnings ratio of 149.80, a PEG ratio of 3.14 and a beta of 0.94. IPG Photonics Corporation has a 52-week low of $71.35 and a 52-week high of $155.82.

IPG Photonics (NASDAQ:IPGP) last issued its earnings results on Tuesday, May 5th. The semiconductor company reported $0.29 EPS for the quarter, missing the consensus estimate of $0.32 by ($0.03). The company had revenue of $265.50 million during the quarter, compared to the consensus estimate of $256.99 million. IPG Photonics had a return on equity of 2.84% and a net margin of 2.78%.The firm’s revenue for the quarter was up 16.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.09 EPS. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. Equities analysts predict that IPG Photonics Corporation will post 1.66 EPS for the current fiscal year.

Insider Transactions at IPG Photonics

In related news, CFO Timothy Pv Mammen sold 9,975 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $119.81, for a total transaction of $1,195,104.75. Following the completion of the transaction, the chief financial officer owned 76,438 shares of the company’s stock, valued at approximately $9,158,036.78. The trade was a 11.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Eugene A. Scherbakov sold 1,524 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $101.55, for a total transaction of $154,762.20. Following the sale, the director directly owned 49,734 shares in the company, valued at $5,050,487.70. This trade represents a 2.97% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 80,400 shares of company stock valued at $8,515,516. Company insiders own 37.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently commented on IPGP shares. Stifel Nicolaus dropped their price target on IPG Photonics from $165.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Zacks Research downgraded IPG Photonics from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 4th. Roth Capital reaffirmed a “buy” rating and set a $151.00 target price on shares of IPG Photonics in a research report on Tuesday, May 19th. Citigroup raised their target price on IPG Photonics from $105.00 to $150.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Finally, Wall Street Zen cut IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Six analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $135.50.

IPG Photonics Company Profile

IPG Photonics Corporation is a global leader in the design and manufacture of high-performance fiber lasers and amplifiers used in industrial, medical, scientific, and telecommunications applications. The company’s core products include ytterbium and erbium fiber lasers, diode lasers, and fiber amplifiers that deliver high power and efficiency for precision cutting, welding, marking, and engraving. IPG’s systems are engineered to optimize process speed, reliability, and energy consumption, making them a preferred choice for advanced manufacturing environments.

In addition to stand-alone laser sources, IPG offers turnkey laser systems and integrated solutions tailored to sectors such as automotive, electronics, aerospace, additive manufacturing, and life sciences.