IPG Photonics Corporation $IPGP Shares Purchased by Sei Investments Co.

Sei Investments Co. boosted its stake in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 445.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 192,688 shares of the semiconductor company’s stock after purchasing an additional 157,392 shares during the period. Sei Investments Co.’s holdings in IPG Photonics were worth $22,080,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in IPGP. Caitong International Asset Management Co. Ltd grew its stake in shares of IPG Photonics by 184.4% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 455 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 295 shares during the period. Rockefeller Capital Management L.P. raised its position in shares of IPG Photonics by 43.0% in the 4th quarter. Rockefeller Capital Management L.P. now owns 552 shares of the semiconductor company’s stock worth $40,000 after buying an additional 166 shares during the period. Global Retirement Partners LLC raised its position in shares of IPG Photonics by 428.9% in the 4th quarter. Global Retirement Partners LLC now owns 677 shares of the semiconductor company’s stock worth $48,000 after buying an additional 549 shares during the period. Hantz Financial Services Inc. boosted its holdings in IPG Photonics by 332.9% in the fourth quarter. Hantz Financial Services Inc. now owns 684 shares of the semiconductor company’s stock valued at $49,000 after acquiring an additional 526 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its holdings in IPG Photonics by 348.2% in the second quarter. EverSource Wealth Advisors LLC now owns 744 shares of the semiconductor company’s stock valued at $51,000 after acquiring an additional 578 shares during the last quarter. Institutional investors and hedge funds own 93.79% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on IPGP shares. Zacks Research lowered IPG Photonics from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 4th. Wall Street Zen lowered IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Roth Capital reiterated a “buy” rating and set a $151.00 target price on shares of IPG Photonics in a report on Tuesday, May 19th. Citigroup increased their target price on shares of IPG Photonics from $105.00 to $150.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Finally, Needham & Company LLC raised their price target on shares of IPG Photonics from $110.00 to $120.00 and gave the company a “buy” rating in a report on Friday, July 17th. Six analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $137.17.

Insiders Place Their Bets

In related news, Director Eugene A. Scherbakov sold 1,524 shares of the firm’s stock in a transaction dated 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 approximately $5,050,487.70. This trade represents a 2.97% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of the business’s stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $102.31, for a total value of $5,761,689.96. Following the transaction, the insider directly owned 6,670,283 shares in the company, valued at $682,436,653.73. This trade represents a 0.84% decrease in their ownership of the stock. 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 quarter, insiders have sold 136,716 shares of company stock valued at $14,277,206. Company insiders own 37.50% of the company’s stock.

IPG Photonics Trading Down 6.3%

Shares of IPG Photonics stock opened at $84.02 on Wednesday. The company has a fifty day moving average price of $109.59 and a 200 day moving average price of $111.35. IPG Photonics Corporation has a twelve month low of $71.35 and a twelve month high of $155.82. The stock has a market cap of $3.57 billion, a price-to-earnings ratio of 121.77, a price-to-earnings-growth ratio of 2.61 and a beta of 0.94.

IPG Photonics (NASDAQ:IPGP) last released its quarterly earnings data 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 analysts’ expectations of $256.99 million. IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. The company’s revenue for the quarter was up 16.5% compared to the same quarter last year. During the same period last year, the business earned $0.09 earnings per share. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. Analysts forecast that IPG Photonics Corporation will post 1.66 earnings per share for the current year.

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.