Louisiana State Employees Retirement System Acquires Shares of 7,300 IPG Photonics Corporation $IPGP

Louisiana State Employees Retirement System acquired a new stake in IPG Photonics Corporation (NASDAQ:IPGP) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 7,300 shares of the semiconductor company’s stock, valued at approximately $837,000.

Several other large investors also recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of IPG Photonics by 20.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,024 shares of the semiconductor company’s stock worth $2,541,000 after acquiring an additional 6,741 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in IPG Photonics by 0.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 87,469 shares of the semiconductor company’s stock worth $5,523,000 after purchasing an additional 744 shares during the last quarter. Jane Street Group LLC increased its holdings in IPG Photonics by 79.4% during the 1st quarter. Jane Street Group LLC now owns 122,105 shares of the semiconductor company’s stock worth $7,710,000 after purchasing an additional 54,026 shares during the last quarter. Prudential Financial Inc. acquired a new position in shares of IPG Photonics in the 2nd quarter valued at approximately $205,000. Finally, Invesco Ltd. raised its position in shares of IPG Photonics by 0.3% in the 2nd quarter. Invesco Ltd. now owns 105,525 shares of the semiconductor company’s stock valued at $7,244,000 after purchasing an additional 272 shares in the last quarter. 93.79% of the stock is currently owned by institutional investors and hedge funds.

IPG Photonics Stock Performance

Shares of IPGP opened at $105.27 on Monday. The firm has a market cap of $4.47 billion, a price-to-earnings ratio of 152.57, a PEG ratio of 3.06 and a beta of 0.94. The stock has a 50 day moving average of $112.43 and a 200-day moving average of $108.30. IPG Photonics Corporation has a 52 week low of $71.01 and a 52 week high of $155.82.

IPG Photonics (NASDAQ:IPGP) last posted its quarterly earnings results on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.32 by ($0.03). IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. The firm had revenue of $265.50 million for the quarter, compared to analyst estimates of $256.99 million. During the same period in the prior year, the company posted $0.09 earnings per share. The business’s 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. On average, sell-side analysts predict that IPG Photonics Corporation will post 1.66 earnings per share for the current fiscal year.

Insider Activity

In other IPG Photonics news, major shareholder Fibre Devices Ltd Ip sold 65,700 shares of the stock in a transaction on Monday, June 29th. The shares were sold at an average price of $103.64, for a total transaction of $6,809,148.00. Following the sale, the insider directly owned 6,463,302 shares of the company’s stock, valued at approximately $669,856,619.28. This represents a 1.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Eugene A. Scherbakov sold 1,524 shares of the firm’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $101.55, for a total transaction of $154,762.20. Following the completion of the transaction, the director owned 49,734 shares in the company, valued at approximately $5,050,487.70. The trade was a 2.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 80,400 shares of company stock valued at $8,515,516 over the last quarter. 37.50% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

IPGP has been the subject of a number of recent analyst reports. Needham & Company LLC raised shares of IPG Photonics from a “hold” rating to a “buy” rating and set a $110.00 price target for the company in a research report on Wednesday, May 6th. Wall Street Zen cut shares of IPG Photonics from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Roth Mkm reiterated a “buy” rating and set a $151.00 price objective on shares of IPG Photonics in a research note on Tuesday, May 19th. Stifel Nicolaus decreased their price objective on shares of IPG Photonics from $165.00 to $125.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Finally, Zacks Research downgraded shares of IPG Photonics from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 4th. Six investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, IPG Photonics has a consensus rating of “Moderate Buy” and an average price target of $135.50.

IPG Photonics Company Profile

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.