Cambient Family Office LLC Takes Position in Air Products and Chemicals, Inc. $APD

Cambient Family Office LLC acquired a new position in Air Products and Chemicals, Inc. (NYSE:APD) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 19,669 shares of the basic materials company’s stock, valued at approximately $4,859,000.

Several other large investors have also made changes to their positions in APD. Brighton Jones LLC grew its holdings in Air Products and Chemicals by 14.5% in the 4th quarter. Brighton Jones LLC now owns 3,260 shares of the basic materials company’s stock valued at $945,000 after buying an additional 412 shares during the last quarter. Bison Wealth LLC acquired a new position in shares of Air Products and Chemicals during the fourth quarter worth approximately $245,000. Sei Investments Co. lifted its holdings in shares of Air Products and Chemicals by 197.6% during the second quarter. Sei Investments Co. now owns 281,861 shares of the basic materials company’s stock worth $79,498,000 after buying an additional 187,142 shares during the last quarter. Treasurer of the State of North Carolina boosted its position in shares of Air Products and Chemicals by 2.1% in the second quarter. Treasurer of the State of North Carolina now owns 103,777 shares of the basic materials company’s stock valued at $29,271,000 after acquiring an additional 2,171 shares during the period. Finally, Diversify Advisory Services LLC grew its stake in shares of Air Products and Chemicals by 52.5% in the second quarter. Diversify Advisory Services LLC now owns 6,474 shares of the basic materials company’s stock worth $1,873,000 after acquiring an additional 2,229 shares during the last quarter. Institutional investors and hedge funds own 81.66% of the company’s stock.

Air Products and Chemicals Stock Performance

Shares of NYSE APD opened at $280.05 on Friday. The firm has a market capitalization of $62.36 billion, a price-to-earnings ratio of 29.63, a PEG ratio of 2.47 and a beta of 0.74. Air Products and Chemicals, Inc. has a one year low of $229.11 and a one year high of $307.96. The business has a fifty day simple moving average of $291.71 and a 200 day simple moving average of $277.02. The company has a current ratio of 1.43, a quick ratio of 1.21 and a debt-to-equity ratio of 0.95.

Air Products and Chemicals (NYSE:APD) last posted its quarterly earnings results on Thursday, April 30th. The basic materials company reported $3.20 earnings per share for the quarter, topping analysts’ consensus estimates of $3.06 by $0.14. The firm had revenue of $3.17 billion for the quarter, compared to the consensus estimate of $3.07 billion. Air Products and Chemicals had a net margin of 16.91% and a return on equity of 16.11%. The business’s revenue was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.69 earnings per share. Air Products and Chemicals has set its FY 2026 guidance at 13.000-13.250 EPS and its Q3 2026 guidance at 3.250-3.350 EPS. Sell-side analysts expect that Air Products and Chemicals, Inc. will post 13.23 EPS for the current year.

Air Products and Chemicals Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Wednesday, July 1st will be given a dividend of $1.81 per share. This represents a $7.24 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Wednesday, July 1st. Air Products and Chemicals’s payout ratio is 76.61%.

Wall Street Analyst Weigh In

APD has been the topic of a number of research reports. Bank of America boosted their target price on shares of Air Products and Chemicals from $280.00 to $303.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 21st. BMO Capital Markets upgraded shares of Air Products and Chemicals from a “market perform” rating to an “outperform” rating and set a $360.00 price target on the stock in a research report on Friday, May 1st. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $315.00 price objective on shares of Air Products and Chemicals in a report on Monday, May 4th. Mizuho set a $345.00 price objective on shares of Air Products and Chemicals in a research report on Friday, May 1st. Finally, Weiss Ratings upgraded shares of Air Products and Chemicals from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $323.12.

Insiders Place Their Bets

In related news, CFO Melissa N. Schaeffer sold 2,714 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $303.76, for a total value of $824,404.64. Following the sale, the chief financial officer owned 14,212 shares of the company’s stock, valued at $4,317,037.12. The trade was a 16.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 1.88% of the stock is currently owned by insiders.

Air Products and Chemicals Profile

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.