Air Products & Chemicals
About: Since its founding in 1940, Air Products has become one of the leading industrial gas suppliers globally, with operations in 50 countries and 19,000 employees. The company is the largest supplier of hydrogen and helium in the world. It has a unique portfolio serving customers in a number of industries, including chemicals, energy, healthcare, metals, and electronics. Air Products generated $12.6 billion in revenue in fiscal 2023.
Employees: 23,000
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
151% more first-time investments, than exits
New positions opened: 228 | Existing positions closed: 91
7% more funds holding in top 10
Funds holding in top 10: 28 [Q3] → 30 (+2) [Q4]
7% more funds holding
Funds holding: 1,646 [Q3] → 1,754 (+108) [Q4]
1.25% more ownership
Funds ownership: 88.61% [Q3] → 89.86% (+1.25%) [Q4]
1% more capital invested
Capital invested by funds: $58.6B [Q3] → $59.2B (+$621M) [Q4]
8% less repeat investments, than reductions
Existing positions increased: 595 | Existing positions reduced: 649
10% less call options, than puts
Call options by funds: $350M | Put options by funds: $388M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$282
4%
upside
Avg. target
$326
20%
upside
High target
$355
31%
upside
6 analyst ratings
4 positive
67%
1 neutral
17%
1 negative
17%
B of A Securities Steve Byrne 43% 1-year accuracy 10 / 23 met price target | 4%upside $282 | Underperform Downgraded | 15 Apr 2025 |
UBS Joshua Spector 33% 1-year accuracy 17 / 51 met price target | 24%upside $335 | Buy Maintained | 15 Apr 2025 |
Wells Fargo Michael Sison 24% 1-year accuracy 13 / 54 met price target | 18%upside $320 | Overweight Maintained | 9 Apr 2025 |
Barclays Duffy Fischer 43% 1-year accuracy 9 / 21 met price target | 31%upside $355 | Overweight Maintained | 1 Apr 2025 |
Citigroup Patrick Cunningham 32% 1-year accuracy 11 / 34 met price target | 27%upside $345 | Buy Maintained | 25 Mar 2025 |
Financial journalist opinion
Based on 8 articles about APD published over the past 30 days
Positive
Seeking Alpha
1 day ago
Best Dividend Aristocrats For May 2025
Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.
Positive
Zacks Investment Research
2 days ago
Stay Ahead of the Game With Air Products and Chemicals (APD) Q2 Earnings: Wall Street's Insights on Key Metrics
Beyond analysts' top -and-bottom-line estimates for Air Products and Chemicals (APD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Neutral
Yahoo Finance
3 days ago
Nike, Air Products, Pepsi: Why this portfolio manger is watching these 3 stocks
Everyone is looking for an edge in the market. With earnings season underway, Rockland Trust vice president and portfolio manager Karl Farmer shares three stocks he is keeping an eye on.
Positive
Zacks Investment Research
6 days ago
Air Products and Chemicals (APD) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
Air Products and Chemicals (APD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Zacks Investment Research
2 weeks ago
Why Investors Need to Take Advantage of These 2 Basic Materials Stocks Now
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Neutral
Seeking Alpha
2 weeks ago
Linde Vs. Air Products And Chemicals: It Goes Well Beyond Dividends
This article compares Linde and Air Products and Chemicals, focusing on growth catalysts, shareholder returns, and key valuation metrics. Linde offers stronger fundamentals and broader diversification. Air Products is in more of a reset period, but may offer greater long-term upside. Linde's backlog should support steady growth, but its valuation multiples leave little room for error. Air Products is trading at a deeper discount but faces more uncertainty.
Neutral
PRNewsWire
4 weeks ago
Air Products to Broadcast Fiscal 2025 Second Quarter Earnings Teleconference on May 1, 2025
LEHIGH VALLEY, Pa. , April 1, 2025 /PRNewswire/ -- Air Products (NYSE:APD) will hold a conference call to discuss its fiscal 2025 second quarter financial results on Thursday, May 1, 2025 at 8:00 a.m.
Positive
The Motley Fool
4 weeks ago
All It Takes Is $4,000 Invested in Each of These 3 Dividend Stocks to Help Generate Over $300 in Passive Income per Year
There are plenty of ways to generate passive income, such as bonds, Treasury notes, high-yield savings accounts, and even stocks. Dividend stocks can be especially effective over the long term because their passive income element complements the potential gains from the investment growing in value over time.
Neutral
Zacks Investment Research
1 month ago
Here's Why You Should Retain Air Products Stock in Your Portfolio
While the softness in China and Europe is a concern, APD benefits from its investments in high-return industrial gas projects and productivity actions.
Positive
Seeking Alpha
1 month ago
21 Upcoming Dividend Increases To Finish Q1
The lists were created using the U.S. Dividend Champions spreadsheet and NASDAQ data, ensuring companies have at least five years of dividend growth. My investment strategy focuses on buying, holding, and adding to companies with consistent dividend growth and outperformance relevant to certain benchmarks. Top-performing stocks include MPWR, STLD, and JPM. Top REITs include CTR, FR, and REXR for their impressive returns and dividend growth rates.
Charts implemented using Lightweight Charts™