ITT (NYSE:ITT) Hits New 52-Week High After Strong Earnings

ITT Inc. (NYSE:ITT)’s share price hit a new 52-week high during mid-day trading on Thursday following a better than expected earnings announcement. The stock traded as high as $205.71 and last traded at $201.06, with a volume of 571454 shares traded. The stock had previously closed at $185.15.

The conglomerate reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.79 by $0.06. The firm had revenue of $1.05 billion during the quarter, compared to analyst estimates of $1.01 billion. ITT had a return on equity of 17.74% and a net margin of 12.39%.ITT’s revenue for the quarter was up 13.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.50 EPS. ITT has set its Q1 2026 guidance at 1.680-1.72 EPS.

ITT Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 6th. Stockholders of record on Friday, March 6th will be paid a dividend of $0.386 per share. This represents a $1.54 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from ITT’s previous quarterly dividend of $0.35. ITT’s dividend payout ratio is currently 23.26%.

ITT News Summary

Here are the key news stories impacting ITT this week:

• Positive Sentiment: Q4 results beat and raised near‑term guidance — ITT posted adjusted EPS of $1.85 and revenue of ~$1.05B (sales +13.5% Y/Y), beating estimates; the company set Q1 FY2026 EPS guidance above consensus, supporting earnings momentum and the valuation. Business Wire: ITT Reports Fourth Quarter Earnings
• Positive Sentiment: Margin expansion and SPX FLOW synergies — Management highlighted at least 50 bps of margin expansion for 2026 and ongoing integration benefits from the SPX FLOW acquisition, which supports operating leverage and longer‑term profit upside. Seeking Alpha: Margin Expansion & SPX FLOW Synergies
• Positive Sentiment: 10% quarterly dividend increase — ITT raised the quarterly payout to $0.386 (annualized yield ~0.8%), which strengthens the income case and signals confidence in free cash flow. MarketWatch: ITT Raises Quarterly Dividend
• Positive Sentiment: Analyst support reinforced — DA Davidson reaffirmed a Buy rating with a $215 target (adds incremental analyst backing near current price levels), and recent analyst coverage shows several buy/overweight ratings and targets above the mid‑$200s in some cases. Benzinga: DA Davidson Reaffirms Buy
• Neutral Sentiment: Technical/relative‑strength improvement — ITT cleared key RS benchmarks (80+ RS rating) and received a relative strength rating upgrade, which can attract momentum investors but is not a fundamental driver. Investor’s Business Daily: RS Rating Upgrade
• Neutral Sentiment: Full earnings materials published — The earnings call transcript, slide deck and detailed call highlights are available for investors to validate assumptions and management commentary. Useful for due diligence but routine. Yahoo Finance: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Recent insider selling — Filings show multiple insider sales (including CEO) over the past six months, which some investors view as a cautionary signal on near‑term insider conviction. Quiver Quantitative: Q4 Release & Insider Activity

Wall Street Analyst Weigh In

A number of research firms have weighed in on ITT. Stifel Nicolaus upped their price objective on shares of ITT from $218.00 to $228.00 and gave the stock a “buy” rating in a research report on Friday. Weiss Ratings reissued a “buy (b)” rating on shares of ITT in a research note on Thursday, January 22nd. KeyCorp upped their price target on shares of ITT from $215.00 to $230.00 and gave the stock an “overweight” rating in a research report on Friday. Wall Street Zen lowered shares of ITT from a “buy” rating to a “hold” rating in a research note on Monday, January 19th. Finally, Robert W. Baird set a $222.00 price objective on ITT in a report on Friday. Nine analysts have rated the stock with a Buy rating, According to MarketBeat.com, ITT presently has a consensus rating of “Buy” and an average price target of $210.78.

Institutional Trading of ITT

Several large investors have recently added to or reduced their stakes in the stock. Capital International Investors raised its holdings in shares of ITT by 0.5% during the 3rd quarter. Capital International Investors now owns 8,538,229 shares of the conglomerate’s stock worth $1,526,281,000 after acquiring an additional 38,433 shares during the period. Vanguard Group Inc. increased its position in ITT by 7.9% during the fourth quarter. Vanguard Group Inc. now owns 8,460,467 shares of the conglomerate’s stock worth $1,467,976,000 after purchasing an additional 620,217 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its position in ITT by 55,929.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,518,405 shares of the conglomerate’s stock worth $263,458,000 after purchasing an additional 1,515,695 shares during the last quarter. Alliancebernstein L.P. raised its stake in ITT by 11.2% during the third quarter. Alliancebernstein L.P. now owns 1,188,219 shares of the conglomerate’s stock worth $212,406,000 after purchasing an additional 119,601 shares during the period. Finally, Invesco Ltd. boosted its holdings in ITT by 3.1% in the 3rd quarter. Invesco Ltd. now owns 1,128,933 shares of the conglomerate’s stock valued at $201,808,000 after purchasing an additional 34,183 shares during the last quarter. 91.59% of the stock is currently owned by hedge funds and other institutional investors.

ITT Stock Up 2.6%

The firm’s fifty day simple moving average is $180.19 and its two-hundred day simple moving average is $176.92. The company has a current ratio of 2.58, a quick ratio of 1.05 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $17.83 billion, a price-to-earnings ratio of 33.92, a price-to-earnings-growth ratio of 1.82 and a beta of 1.37.

About ITT

ITT Inc is a diversified industrial manufacturing company that designs, manufactures and services mission-critical components and systems for global markets. Its engineered solutions support applications in aerospace, defense, transportation, energy and industrial automation. The company focuses on delivering high-performance products that enable reliable fluid handling, precision motion control and robust connectivity in demanding environments.

The company’s operations are organized into three segments: Motion Technologies, which provides precision components and aftermarket repair services for aircraft engines and industrial turbines; Connect & Control Technologies, which offers specialty valves, couplings, seals and proximity sensors for fuel, hydraulics and environmental control systems; and Fluid & Motion Control, which delivers pumps, heat exchangers and fluid management solutions for oil and gas, chemical processing and power generation.