Illinois Tool Works Inc. $ITW Shares Bought by Machina Capital S.A.S.

Machina Capital S.A.S. raised its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW) by 378.9% in the third quarter, HoldingsChannel reports. The institutional investor owned 4,181 shares of the industrial products company’s stock after purchasing an additional 3,308 shares during the quarter. Machina Capital S.A.S.’s holdings in Illinois Tool Works were worth $1,090,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of ITW. Brighton Jones LLC grew its holdings in shares of Illinois Tool Works by 5.3% in the 4th quarter. Brighton Jones LLC now owns 5,519 shares of the industrial products company’s stock worth $1,399,000 after acquiring an additional 277 shares during the last quarter. Bison Wealth LLC boosted its position in shares of Illinois Tool Works by 2.3% in the 4th quarter. Bison Wealth LLC now owns 3,555 shares of the industrial products company’s stock valued at $901,000 after purchasing an additional 81 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Illinois Tool Works by 20.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,038 shares of the industrial products company’s stock valued at $257,000 after purchasing an additional 177 shares during the period. DAVENPORT & Co LLC increased its stake in Illinois Tool Works by 1.7% in the 2nd quarter. DAVENPORT & Co LLC now owns 28,903 shares of the industrial products company’s stock worth $7,147,000 after purchasing an additional 477 shares in the last quarter. Finally, Belpointe Asset Management LLC raised its holdings in Illinois Tool Works by 10.2% during the 2nd quarter. Belpointe Asset Management LLC now owns 3,724 shares of the industrial products company’s stock worth $921,000 after buying an additional 346 shares during the period. Institutional investors own 79.77% of the company’s stock.

Illinois Tool Works Trading Up 3.5%

Shares of NYSE:ITW opened at $288.55 on Thursday. Illinois Tool Works Inc. has a 1 year low of $214.66 and a 1 year high of $293.67. The firm has a fifty day moving average price of $255.14 and a 200 day moving average price of $255.36. The company has a current ratio of 1.21, a quick ratio of 1.11 and a debt-to-equity ratio of 2.07. The stock has a market capitalization of $83.71 billion, a PE ratio of 27.51, a P/E/G ratio of 14.94 and a beta of 1.15.

Illinois Tool Works (NYSE:ITW) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates of $2.69 by $0.03. The company had revenue of $4.09 billion during the quarter, compared to analysts’ expectations of $4.07 billion. Illinois Tool Works had a return on equity of 95.16% and a net margin of 19.11%.The business’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.54 earnings per share. Illinois Tool Works has set its FY 2026 guidance at 11.000-11.400 EPS. Analysts expect that Illinois Tool Works Inc. will post 10.39 EPS for the current fiscal year.

Trending Headlines about Illinois Tool Works

Here are the key news stories impacting Illinois Tool Works this week:

• Positive Sentiment: Q4 results beat Street expectations — GAAP EPS $2.72 vs. ~$2.69 consensus, revenue $4.09B, operating margin expanded to 26.5% and full‑year GAAP EPS was $10.49; management raised FY2026 guidance to $11.00–$11.40 and called for ~100 bps of margin expansion from enterprise initiatives. ITW Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management expects mid‑single digit revenue growth and ~7% EPS growth at the midpoint, with enterprise initiatives and Customer‑Back Innovation (CBI) driving margin and organic growth; buybacks were reiterated — supporting cash return narrative and valuation support. ITW targets $11.20 EPS and 100 bps margin expansion for 2026, driven by CBI and enterprise initiatives
• Positive Sentiment: Analyst reaction: JPMorgan raised its price target to $310 and kept an overweight rating, providing institutional validation for upside after the report. JPMorgan adjusts price target on Illinois Tool Works to $310 from $275; maintains overweight rating
• Neutral Sentiment: Full earnings materials and call transcript are available for investors who want line‑by‑line detail on segment trends (auto parts strength cited) and execution on enterprise initiatives. Illinois Tool Works (ITW) Earnings Transcript
• Neutral Sentiment: Previews and coverage summarized what to watch in the print (margin drivers, automotive demand, CBI contribution); useful for confirming why results moved the tape but not new information beyond the release. Illinois Tool Works (ITW) Q4 Earnings Report Preview: What To Look For
• Negative Sentiment: Not all analyst moves were bullish — Truist raised its target only to $280 and kept a Hold, which could temper upside expectations among some investors. Truist raises price target on Illinois Tool Works to $280 from $275, keeps Hold rating

Analysts Set New Price Targets

ITW has been the topic of several analyst reports. Wolfe Research lifted their target price on shares of Illinois Tool Works from $264.00 to $278.00 and gave the stock an “underperform” rating in a research report on Thursday, January 15th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Illinois Tool Works in a research report on Wednesday, January 28th. JPMorgan Chase & Co. increased their target price on Illinois Tool Works from $275.00 to $310.00 and gave the company an “overweight” rating in a report on Wednesday. Bank of America raised Illinois Tool Works from an “underperform” rating to a “neutral” rating and raised their target price for the stock from $220.00 to $255.00 in a research report on Tuesday, November 18th. Finally, Barclays increased their price objective on Illinois Tool Works from $243.00 to $244.00 and gave the stock an “underweight” rating in a research note on Monday, October 27th. Two investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Reduce” and a consensus target price of $270.69.

Illinois Tool Works Company Profile

Illinois Tool Works Inc (ITW) is a diversified industrial manufacturer that designs and produces a broad array of engineered products, consumables and related service solutions for industrial customers. Its offerings span engineered fastening systems, specialty components, industrial equipment, welding products, foodservice and packaging equipment, adhesives and polymer products, and test-and-measurement technologies. These products are used as critical inputs by customers across automotive, construction, electronics, foodservice, maintenance and other industrial end markets.

The company operates a decentralized business model in which independently managed businesses focus on niche product lines and close customer relationships.