Q2 EPS Estimate for Powell Industries Raised by Analyst

Powell Industries, Inc. (NASDAQ:POWL) – Investment analysts at Sidoti increased their Q2 2026 earnings estimates for Powell Industries in a research note issued to investors on Tuesday, March 24th. Sidoti analyst J. Franzreb now expects that the industrial products company will post earnings of $4.06 per share for the quarter, up from their prior forecast of $3.70. The consensus estimate for Powell Industries’ current full-year earnings is $13.71 per share. Sidoti also issued estimates for Powell Industries’ Q4 2026 earnings at $5.25 EPS and Q1 2027 earnings at $3.73 EPS.

A number of other equities research analysts have also recently issued reports on the company. Wall Street Zen cut Powell Industries from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Cantor Fitzgerald lifted their price target on Powell Industries from $427.00 to $481.00 and gave the stock a “neutral” rating in a report on Thursday, February 5th. Weiss Ratings restated a “buy (b-)” rating on shares of Powell Industries in a research note on Monday, December 29th. Finally, Glj Research assumed coverage on Powell Industries in a report on Thursday, March 5th. They issued a “hold” rating and a $450.00 price objective on the stock. Two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $427.00.

Powell Industries Stock Performance

Shares of POWL opened at $524.39 on Wednesday. Powell Industries has a 52 week low of $152.89 and a 52 week high of $612.50. The firm has a market cap of $6.37 billion, a P/E ratio of 34.07, a price-to-earnings-growth ratio of 2.54 and a beta of 0.82. The firm’s 50-day simple moving average is $511.69 and its 200 day simple moving average is $394.72.

Powell Industries’s stock is set to split before the market opens on Monday, April 6th. The 3-1 split was recently announced. The newly minted shares will be payable to shareholders after the closing bell on Sunday, April 5th.

Powell Industries (NASDAQ:POWL) last issued its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $3.40 earnings per share for the quarter, beating the consensus estimate 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 net margin of 16.82% and a return on equity of 30.64%. The company’s revenue was up 4.1% on a year-over-year basis. During the same period in the prior year, the firm earned $2.86 earnings per share.

Powell Industries Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 18th. Investors of record on Wednesday, February 18th were given a dividend of $0.27 per share. This is a positive change from Powell Industries’s previous quarterly dividend of $0.27. This represents a $1.08 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend was Wednesday, February 18th. Powell Industries’s dividend payout ratio (DPR) is currently 7.02%.

Insider Activity

In other Powell Industries news, CEO Brett Alan Cope sold 1,480 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $504.80, for a total transaction of $747,104.00. Following the sale, the chief executive officer directly owned 169,291 shares in the company, valued at $85,458,096.80. This represents a 0.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Treasurer David L. Eckenrode sold 295 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $570.00, for a total transaction of $168,150.00. Following the completion of the transaction, the treasurer directly owned 443 shares in the company, valued at approximately $252,510. This represents a 39.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 78,416 shares of company stock valued at $41,912,270. Corporate insiders own 2.20% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. Kovitz Investment Group Partners LLC lifted its stake in Powell Industries by 42.2% during the third quarter. Kovitz Investment Group Partners LLC now owns 2,314,474 shares of the industrial products company’s stock worth $705,475,000 after purchasing an additional 686,588 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in shares of Powell Industries by 1,230,312.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 775,160 shares of the industrial products company’s stock valued at $247,106,000 after purchasing an additional 775,097 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of Powell Industries by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 706,642 shares of the industrial products company’s stock worth $225,263,000 after buying an additional 6,419 shares in the last quarter. First Trust Advisors LP raised its holdings in shares of Powell Industries by 65.8% during the 3rd quarter. First Trust Advisors LP now owns 615,067 shares of the industrial products company’s stock worth $187,479,000 after buying an additional 244,051 shares in the last quarter. Finally, State Street Corp lifted its position in shares of Powell Industries by 0.9% during the 2nd quarter. State Street Corp now owns 352,103 shares of the industrial products company’s stock worth $74,100,000 after buying an additional 3,159 shares during the last quarter. 89.77% of the stock is owned by institutional investors.

Powell Industries News Roundup

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

• Positive Sentiment: Sidoti sharply raised EPS forecasts across multiple quarters and pushed FY2026 and FY2027 estimates materially higher (FY2027 to $18.66), signaling analysts see stronger forward earnings power for Powell. Sidoti raises estimates (MarketBeat)
• Positive Sentiment: A separate Zacks piece highlights that Wall Street analysts are generally bullish on POWL, which can attract buy-side interest and support the stock over time. Wall Street Analysts Look Bullish on Powell Industries (Zacks)
• Neutral Sentiment: Powell is executing a 3-for-1 stock split effective April 6 — increases share count and may improve liquidity/retail accessibility but does not change fundamentals. POWL stock page (MarketBeat)
• Negative Sentiment: Zacks reports POWL experienced a more pronounced decline than the broader market today, indicating short-term selling pressure that outweighed the analyst upgrades. This suggests near-term volatility despite positive analyst commentary. Powell Industries Sees a More Significant Dip (Zacks)

About Powell Industries

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.