Brandes Investment Partners LP Has $10.82 Million Stake in IPG Photonics Corporation $IPGP

Brandes Investment Partners LP grew its stake in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 7.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 151,148 shares of the semiconductor company’s stock after purchasing an additional 10,036 shares during the period. Brandes Investment Partners LP’s holdings in IPG Photonics were worth $10,822,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Assenagon Asset Management S.A. purchased a new position in shares of IPG Photonics in the 4th quarter worth approximately $3,435,000. Moody National Bank Trust Division purchased a new stake in shares of IPG Photonics in the fourth quarter worth $1,280,000. Polar Asset Management Partners Inc. grew its holdings in shares of IPG Photonics by 27.4% during the third quarter. Polar Asset Management Partners Inc. now owns 79,721 shares of the semiconductor company’s stock worth $6,313,000 after purchasing an additional 17,132 shares in the last quarter. First Eagle Investment Management LLC grew its holdings in shares of IPG Photonics by 0.3% during the fourth quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock worth $321,277,000 after purchasing an additional 12,344 shares in the last quarter. Finally, Apis Capital Advisors LLC bought a new position in IPG Photonics in the third quarter valued at $2,772,000. Hedge funds and other institutional investors own 93.79% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on IPGP shares. Citigroup increased their target price on IPG Photonics from $105.00 to $150.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Wall Street Zen lowered shares of IPG Photonics from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Raymond James Financial lowered shares of IPG Photonics from a “strong-buy” rating to an “outperform” rating and boosted their price objective for the stock from $97.00 to $180.00 in a report on Friday, February 13th. Needham & Company LLC raised shares of IPG Photonics from a “hold” rating to a “buy” rating and set a $110.00 target price for the company in a report on Wednesday, May 6th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of IPG Photonics in a report on Friday, March 27th. Six equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $135.50.

IPG Photonics Stock Performance

Shares of NASDAQ IPGP opened at $104.07 on Thursday. The stock has a 50 day moving average price of $115.07 and a 200 day moving average price of $104.41. The firm has a market capitalization of $4.42 billion, a price-to-earnings ratio of 150.83, a PEG ratio of 3.09 and a beta of 0.95. IPG Photonics Corporation has a 52-week low of $65.25 and a 52-week high of $155.82.

IPG Photonics (NASDAQ:IPGP) last posted its earnings results on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share for the quarter, missing analysts’ consensus estimates of $0.32 by ($0.03). IPG Photonics had a return on equity of 2.84% and a net margin of 2.78%.The company had revenue of $265.50 million for the quarter, compared to analysts’ expectations of $256.99 million. During the same quarter in the prior year, the company earned $0.09 EPS. The firm’s quarterly revenue was up 16.5% on a year-over-year basis. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. Analysts forecast that IPG Photonics Corporation will post 1.66 earnings per share for the current year.

Insider Activity

In other IPG Photonics news, CFO Timothy Pv Mammen sold 9,975 shares of the company’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $119.81, for a total value of $1,195,104.75. Following the completion of the transaction, the chief financial officer owned 76,438 shares in the company, valued at approximately $9,158,036.78. This represents a 11.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Jeanmarie F. Desmond sold 1,690 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $105.58, for a total transaction of $178,430.20. Following the completion of the transaction, the director owned 10,486 shares of the company’s stock, valued at approximately $1,107,111.88. This trade represents a 13.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 12,165 shares of company stock valued at $1,431,645 over the last ninety days. 37.50% of the stock is currently owned by insiders.

About IPG Photonics

IPG Photonics Corporation is a global leader in the design and manufacture of high-performance fiber lasers and amplifiers used in industrial, medical, scientific, and telecommunications applications. The company’s core products include ytterbium and erbium fiber lasers, diode lasers, and fiber amplifiers that deliver high power and efficiency for precision cutting, welding, marking, and engraving. IPG’s systems are engineered to optimize process speed, reliability, and energy consumption, making them a preferred choice for advanced manufacturing environments.

In addition to stand-alone laser sources, IPG offers turnkey laser systems and integrated solutions tailored to sectors such as automotive, electronics, aerospace, additive manufacturing, and life sciences.