Atlantic Union Bankshares Corp Increases Holdings in Air Products and Chemicals, Inc. $APD

Atlantic Union Bankshares Corp raised its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD) by 31.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 30,913 shares of the basic materials company’s stock after acquiring an additional 7,480 shares during the quarter. Atlantic Union Bankshares Corp’s holdings in Air Products and Chemicals were worth $8,431,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Brighton Jones LLC increased its stake in Air Products and Chemicals by 14.5% in the fourth quarter. Brighton Jones LLC now owns 3,260 shares of the basic materials company’s stock valued at $945,000 after purchasing an additional 412 shares during the last quarter. Bison Wealth LLC acquired a new position in shares of Air Products and Chemicals in the 4th quarter valued at $245,000. Mirae Asset Global Investments Co. Ltd. grew its position in shares of Air Products and Chemicals by 11.9% in the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 29,049 shares of the basic materials company’s stock valued at $8,194,000 after buying an additional 3,084 shares during the last quarter. Hilltop National Bank acquired a new stake in Air Products and Chemicals during the 2nd quarter worth $54,000. Finally, Simplicity Wealth LLC lifted its position in Air Products and Chemicals by 128.2% in the second quarter. Simplicity Wealth LLC now owns 8,424 shares of the basic materials company’s stock valued at $2,376,000 after acquiring an additional 4,733 shares during the last quarter. Institutional investors and hedge funds own 81.66% of the company’s stock.

Air Products and Chemicals Trading Down 0.5%

Shares of APD stock opened at $271.21 on Tuesday. The company has a market capitalization of $60.37 billion, a P/E ratio of -179.61, a price-to-earnings-growth ratio of 2.67 and a beta of 0.87. The company has a current ratio of 1.46, a quick ratio of 1.23 and a debt-to-equity ratio of 0.97. The business’s 50 day moving average is $254.71 and its two-hundred day moving average is $268.13. Air Products and Chemicals, Inc. has a twelve month low of $229.11 and a twelve month high of $341.14.

Air Products and Chemicals (NYSE:APD) last issued its quarterly earnings results on Friday, January 30th. The basic materials company reported $3.16 earnings per share for the quarter, topping the consensus estimate of $3.04 by $0.12. The firm had revenue of $3.10 billion during the quarter, compared to the consensus estimate of $3.05 billion. Air Products and Chemicals had a positive return on equity of 15.77% and a negative net margin of 2.73%.The company’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same period last year, the company earned $2.86 earnings per share. Air Products and Chemicals has set its Q2 2026 guidance at 2.950-3.100 EPS and its FY 2026 guidance at 12.850-13.150 EPS. Equities analysts forecast that Air Products and Chemicals, Inc. will post 12.69 EPS for the current year.

Air Products and Chemicals Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, May 11th. Stockholders of record on Wednesday, April 1st will be paid a dividend of $1.81 per share. This represents a $7.24 dividend on an annualized basis and a dividend yield of 2.7%. This is a positive change from Air Products and Chemicals’s previous quarterly dividend of $1.79. The ex-dividend date is Wednesday, April 1st. Air Products and Chemicals’s dividend payout ratio (DPR) is presently -474.17%.

Air Products and Chemicals News Roundup

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

• Positive Sentiment: Q1 results topped expectations (beat on EPS and revenue) and analysts raised forecasts after the release — supportive for forward earnings revisions. Air Products Analysts Increase Their Forecasts Following Upbeat Q1 Results
• Positive Sentiment: APD won over $140M in NASA contracts to deliver ~36.5M lbs of liquid hydrogen for U.S. launch sites — a multi-year, high-profile supply deal that strengthens the company’s hydrogen growth story. Air Products Expands NASA Partnership With $140M Contracts
• Positive Sentiment: Jefferies bumped its price target to $313 with a Buy rating, reflecting upside to the stock and reinforcing the bullish case tied to clean-hydrogen growth and margin expansion. Jefferies PT Raise
• Positive Sentiment: Buy-side commentary and longer-form pieces highlight APD’s stable cash flow, dividend and strategic focus on hydrogen as reasons for durable returns over the medium term. Air Products And Chemicals: Strong Growth At A Reasonable Price
• Neutral Sentiment: JPMorgan raised its price target to $280 but kept a Neutral rating — a more tempered view that may limit upside momentum despite the earnings beat. JPMorgan PT Update
• Neutral Sentiment: Analyst write-ups and Zacks pieces highlight APD’s growth credentials and key metrics from the quarter, useful for longer-term investors but not immediate catalysts. Here’s Why Air Products and Chemicals (APD) is a Strong Growth Stock
• Neutral Sentiment: The earnings call framed growth opportunities but included cautious commentary on near-term execution and capital deployment, which can temper investor aggressiveness. Air Products Earnings Call Balances Growth With Caution
• Negative Sentiment: Disclosure that there were no new insider trading plans in Q1 raised some governance/insider-sentiment questions among market watchers — a small negative that can weigh on near-term sentiment. No New Insider Trading Plans in Q1 FY2026

Analyst Upgrades and Downgrades

A number of analysts have recently commented on APD shares. Wall Street Zen upgraded Air Products and Chemicals from a “sell” rating to a “hold” rating in a research report on Saturday. Mizuho dropped their price target on Air Products and Chemicals from $300.00 to $290.00 and set an “outperform” rating on the stock in a research note on Thursday, December 18th. Citigroup boosted their price objective on Air Products and Chemicals from $272.00 to $285.00 and gave the company a “neutral” rating in a research note on Monday. Sanford C. Bernstein restated an “outperform” rating and set a $315.00 target price on shares of Air Products and Chemicals in a research report on Monday. Finally, Deutsche Bank Aktiengesellschaft set a $255.00 target price on shares of Air Products and Chemicals in a report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $295.88.

About Air Products and Chemicals

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.