Independent Advisor Alliance Invests $455,000 in Powell Industries, Inc. $POWL

Independent Advisor Alliance acquired a new position in Powell Industries, Inc. (NASDAQ:POWL) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,492 shares of the industrial products company’s stock, valued at approximately $455,000.

Other large investors also recently added to or reduced their stakes in the company. AlphaQuest LLC grew its position in shares of Powell Industries by 30.7% during the 3rd quarter. AlphaQuest LLC now owns 400 shares of the industrial products company’s stock worth $122,000 after buying an additional 94 shares during the period. Arizona State Retirement System boosted its stake in Powell Industries by 1.1% in the third quarter. Arizona State Retirement System now owns 2,847 shares of the industrial products company’s stock valued at $868,000 after acquiring an additional 30 shares during the last quarter. AE Wealth Management LLC acquired a new stake in Powell Industries during the 3rd quarter worth $213,000. New York State Common Retirement Fund grew its holdings in Powell Industries by 59.5% during the 3rd quarter. New York State Common Retirement Fund now owns 12,638 shares of the industrial products company’s stock worth $3,852,000 after acquiring an additional 4,716 shares during the period. Finally, Federated Hermes Inc. raised its position in shares of Powell Industries by 17.7% during the 3rd quarter. Federated Hermes Inc. now owns 179,019 shares of the industrial products company’s stock valued at $54,567,000 after acquiring an additional 26,901 shares during the last quarter. 89.77% of the stock is currently owned by institutional investors and hedge funds.

More Powell Industries News

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

• Positive Sentiment: Q1 EPS beat and margin expansion — Powell reported $3.40 EPS vs. $2.85 consensus, driving upside confidence in profitability and helping push the stock higher. Powell Industries tops earnings estimates but misses revenue in fiscal Q1
• Positive Sentiment: Record backlog and stronger-than-expected bookings — management highlighted elevated bookings/backlog that supports near-term revenue visibility, a key reason investors bought the dip after a modest revenue miss. Powell Industries Inc Q1 2026 Earnings Call Highlights
• Positive Sentiment: Dividend increase — Powell raised the quarterly payout slightly (next dividend $0.27; ex-div Feb 18), which supports income-focused holders and signals board confidence. Dividend and company overview
• Neutral Sentiment: Revenue miss — Q1 revenue slightly missed analyst estimates even as earnings beat, suggesting margin gains drove the beat rather than top-line acceleration. This tempers the enthusiasm until revenue growth reaccelerates. Powell Industries Q1 Earnings Surpass Estimates
• Neutral Sentiment: Regulatory risk disclosure — a TipRanks note flagged a new Regulation-category risk item; it doesn’t appear to be an immediate catalyst but is a watch item for risk-sensitive investors. Powell Industries regulatory risk disclosure
• Negative Sentiment: Cantor Fitzgerald raised its target to $481 but kept a Neutral rating — the new target still implies downside from the current share price, which could cap gains or prompt some profit-taking. Cantor Fitzgerald raises price target to $481
• Negative Sentiment: Other price-target updates remain below the market — one reported increase set a $375.81 target, still well under the share price and a potential headwind for further upside. Price target increased to $375.81

Insider Activity

In other news, VP William Marshall Mauney, Jr. sold 3,000 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $331.73, for a total value of $995,190.00. Following the sale, the vice president owned 4,451 shares of the company’s stock, valued at $1,476,530.23. The trade was a 40.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 2.20% of the stock is owned by company insiders.

Powell Industries Trading Up 2.2%

Shares of NASDAQ POWL opened at $538.81 on Friday. The company has a fifty day moving average price of $375.93 and a 200 day moving average price of $324.41. The firm has a market cap of $6.54 billion, a PE ratio of 35.01, a PEG ratio of 2.44 and a beta of 0.85. Powell Industries, Inc. has a 1-year low of $146.02 and a 1-year high of $569.80.

Powell Industries (NASDAQ:POWL) last issued its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $3.40 EPS for the quarter, beating analysts’ consensus estimates of $2.85 by $0.55. The company had revenue of $251.18 million for the quarter, compared to analyst estimates of $255.34 million. Powell Industries had a return on equity of 30.64% and a net margin of 16.82%.The company’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same period in the previous year, the company posted $2.86 earnings per share. Equities research analysts forecast that Powell Industries, Inc. will post 13.71 EPS for the current year.

Powell Industries Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 18th will be paid a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, February 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.2%. This is an increase from Powell Industries’s previous quarterly dividend of $0.27. Powell Industries’s dividend payout ratio (DPR) is 6.95%.

Analysts Set New Price Targets

Several research firms have recently issued reports on POWL. Wall Street Zen lowered Powell Industries from a “buy” rating to a “hold” rating in a research report on Monday, January 19th. Roth Mkm restated a “buy” rating and set a $350.00 target price on shares of Powell Industries in a research report on Wednesday, November 19th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Powell Industries in a research note on Monday, December 29th. Finally, Cantor Fitzgerald lifted their price objective on shares of Powell Industries from $427.00 to $481.00 and gave the stock a “neutral” rating in a research note on Thursday. Two equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, Powell Industries presently has a consensus rating of “Moderate Buy” and an average target price of $415.50.

Powell Industries Company Profile

Powell Industries, Inc is an industrial electrical engineering company specializing in the design, manufacture and integration of customized power control and distribution solutions. The firm’s offerings range from medium‐voltage switchgear and power control centers to bus duct, motor control centers and specialty transformers. Powell also provides automation systems, protective relaying, metering, supervisory control and data acquisition (SCADA) platforms, and turnkey engineering services to help clients manage critical power infrastructure.

Serving the oil and gas, petrochemical, refining, utility, mining and industrial sectors, Powell’s products are engineered to meet demanding performance, safety and reliability requirements.