Cambiar Investors LLC Reduces Holdings in PPG Industries, Inc. $PPG

Cambiar Investors LLC decreased its position in shares of PPG Industries, Inc. (NYSE:PPG) by 4.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 414,222 shares of the specialty chemicals company’s stock after selling 18,840 shares during the period. PPG Industries makes up about 2.0% of Cambiar Investors LLC’s investment portfolio, making the stock its 24th largest position. Cambiar Investors LLC owned 0.18% of PPG Industries worth $43,539,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in PPG. Capital Advisors Ltd. LLC raised its position in PPG Industries by 127.6% in the 2nd quarter. Capital Advisors Ltd. LLC now owns 223 shares of the specialty chemicals company’s stock worth $25,000 after purchasing an additional 125 shares during the period. Steigerwald Gordon & Koch Inc. bought a new position in shares of PPG Industries during the third quarter valued at approximately $26,000. Gladwyn Financial Advisors Inc. purchased a new stake in shares of PPG Industries in the second quarter worth approximately $31,000. Vermillion & White Wealth Management Group LLC lifted its stake in shares of PPG Industries by 100.7% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 273 shares of the specialty chemicals company’s stock worth $31,000 after acquiring an additional 137 shares during the last quarter. Finally, Rothschild Investment LLC boosted its holdings in PPG Industries by 184.0% during the 2nd quarter. Rothschild Investment LLC now owns 284 shares of the specialty chemicals company’s stock valued at $32,000 after acquiring an additional 184 shares during the period. Institutional investors own 81.86% of the company’s stock.

PPG Industries Trading Down 2.0%

NYSE:PPG opened at $110.37 on Wednesday. The firm has a 50-day simple moving average of $103.99 and a 200-day simple moving average of $105.45. PPG Industries, Inc. has a one year low of $90.24 and a one year high of $124.54. The firm has a market cap of $24.77 billion, a P/E ratio of 25.03, a P/E/G ratio of 3.34 and a beta of 1.17. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.08 and a current ratio of 1.47.

PPG Industries (NYSE:PPG) last issued its quarterly earnings data on Tuesday, January 27th. The specialty chemicals company reported $1.51 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.57 by ($0.06). The business had revenue of $3.91 billion for the quarter, compared to analysts’ expectations of $3.77 billion. PPG Industries had a net margin of 6.35% and a return on equity of 23.61%. The business’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same period in the previous year, the business earned $1.61 earnings per share. PPG Industries has set its FY 2026 guidance at 7.700-8.100 EPS. Equities analysts anticipate that PPG Industries, Inc. will post 7.95 EPS for the current fiscal year.

PPG Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Friday, February 20th will be paid a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Friday, February 20th. PPG Industries’s dividend payout ratio is 64.40%.

Analyst Ratings Changes

PPG has been the topic of a number of recent analyst reports. Sanford C. Bernstein reduced their target price on PPG Industries from $129.00 to $123.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Mizuho cut their price target on shares of PPG Industries from $135.00 to $125.00 and set an “outperform” rating on the stock in a report on Friday, October 3rd. Wells Fargo & Company decreased their price objective on shares of PPG Industries from $132.00 to $130.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. Citigroup boosted their price objective on shares of PPG Industries from $116.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, December 18th. Finally, Berenberg Bank dropped their target price on shares of PPG Industries from $131.00 to $110.00 and set a “hold” rating on the stock in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $120.86.

PPG Industries News Roundup

Here are the key news stories impacting PPG Industries this week:

• Positive Sentiment: Revenue beat and top-line growth — Q4 sales rose about 5% to ~$3.91B, driven by higher prices and volume, showing demand resilience in coatings. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss
• Positive Sentiment: Strong cash generation and balance-sheet improvement — operating cash flow jumped and cash balances increased while total liabilities declined, which supports capital allocation flexibility. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss
• Positive Sentiment: New commercial win — PPG was named sole supplier of refinish coatings to Quality Collision Group (95+ locations), supporting aftermarket growth and recurring revenue opportunities. PPG named sole supplier of coatings for Quality Collision Group body shops
• Neutral Sentiment: Analyst coverage and targets remain mixed but generally constructive, with a median target near $118.5 — provides context for upside if margins recover. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss
• Neutral Sentiment: Dividend/quality positioning — PPG appears in dividend‑focused coverage lists, which may support investor interest but is not an immediate catalyst. 3 Top Dividend Aristocrats for 2026
• Negative Sentiment: EPS miss — reported Q4 EPS missed consensus (company reported ~$1.51 vs. estimates around $1.57–$1.60), signaling near‑term margin pressure. PPG Industries (PPG) Q4 Earnings Miss Estimates
• Negative Sentiment: FY‑2026 EPS guidance trimmed vs. consensus — company set FY26 EPS guidance of 7.700–8.100, slightly below the Street consensus (~8.06), which pressured the stock.
• Negative Sentiment: Profitability deterioration — operating profit and reported net income were down year‑over‑year (Quiver flagged a notable drop in operating profit and net income), underscoring margin headwinds that need addressing. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss
• Negative Sentiment: Insider selling noted (CFO sale disclosed) — a minor signal some investors may watch for sentiment implications. PPG Industries (PPG) Releases Q4 2025 Earnings: Revenue Beats but EPS Miss

Insiders Place Their Bets

In related news, CFO Vincent J. Morales sold 5,200 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $110.00, for a total transaction of $572,000.00. Following the sale, the chief financial officer owned 28,439 shares of the company’s stock, valued at $3,128,290. This trade represents a 15.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.33% of the stock is currently owned by insiders.

PPG Industries Company Profile

PPG Industries is a global supplier of paints, coatings and specialty materials that serves industrial, transportation, consumer and construction markets. Founded in 1883 as the Pittsburgh Plate Glass Company, PPG has evolved from its origins in glass manufacturing into a diversified coatings and materials company headquartered in Pittsburgh, Pennsylvania. The company develops and manufactures a broad array of products used to protect and enhance surfaces, from consumer paints to highly engineered coatings for demanding industrial applications.

PPG’s product portfolio includes architectural and decorative paints, automotive original equipment and refinish coatings, industrial coatings for machinery and equipment, protective and marine coatings, aerospace and defense coatings, and packaging coatings and materials.