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 $12.1 billion in revenue in fiscal 2024.
Employees: 23,000
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
148% more first-time investments, than exits
New positions opened: 223 | Existing positions closed: 90
7% more funds holding in top 10
Funds holding in top 10: 28 [Q3] → 30 (+2) [Q4]
6% more funds holding
Funds holding: 1,646 [Q3] → 1,748 (+102) [Q4]
2% less capital invested
Capital invested by funds: $60.4B [Q3] → $59.2B (-$1.18B) [Q4]
9% less repeat investments, than reductions
Existing positions increased: 594 | Existing positions reduced: 650
10% less call options, than puts
Call options by funds: $350M | Put options by funds: $388M
1.42% less ownership
Funds ownership: 91.34% [Q3] → 89.92% (-1.42%) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$320
9%
upside
Avg. target
$354
21%
upside
High target
$370
26%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
UBS Joshua Spector 21% 1-year accuracy 8 / 39 met price target | 26%upside $370 | Buy Maintained | 14 Mar 2025 |
Wells Fargo Michael Sison 2% 1-year accuracy 1 / 43 met price target | 24%upside $365 | Overweight Maintained | 7 Feb 2025 |
JP Morgan Jeffrey Zekauskas 29% 1-year accuracy 13 / 45 met price target | 9%upside $320 | Neutral Downgraded | 7 Feb 2025 |
B of A Securities Steve Byrne 48% 1-year accuracy 11 / 23 met price target | 19%upside $350 | Neutral Downgraded | 27 Jan 2025 |
Barclays Duffy Fischer 60% 1-year accuracy 9 / 15 met price target | 24%upside $365 | Overweight Upgraded | 24 Jan 2025 |
Financial journalist opinion
Based on 8 articles about APD published over the past 30 days
Positive
Seeking Alpha
3 days ago
Air Products and Chemicals: Why I'm Bullish On This Hydrogen Stock
Air Products and Chemicals, Inc.'s recent price pullback offers a growth opportunity, driven by its strategic focus on the expanding hydrogen market and solid financial performance. Upcoming projects like the NEOM green hydrogen facility and Louisiana blue hydrogen project highlight APD's growth potential and commitment to clean energy. Cost-saving initiatives, reasonable debt levels, and a well-covered dividend support APD's positive outlook and justify its current valuation.
Positive
Seeking Alpha
5 days ago
Dividend Kings Of The Future Continued
A list of 8 companies that are projected to reach Dividend King status in the future. These companies offer various dividend yields ranging from 0.80% to nearly 4.5%. The average 10-year dividend growth rate for these 8 companies is 8.6%, well above typical inflation.
Positive
Seeking Alpha
1 week ago
Buy 2 March S&P 500 Dividend Aristocrats Out Of 37 'Safer'
Four of the ten lowest-priced Dividend Aristocrats, including Franklin Resources and Realty Income, are ready to buy with annual dividends exceeding their single share prices. Analysts forecast 15.93% to 26.49% net gains for top-ten Aristocrat Dogs by March 2026, with Federal Realty and Stanley Black & Decker leading. A market correction of 65% could make all top-yield Aristocrats fair-priced, with dividends from $1K invested meeting or exceeding their single share prices.
Neutral
PRNewsWire
1 week ago
Air Products to Highlight its Freshline® Smart Technology and Food Freezing Solutions at Seafood Expo North America
LEHIGH VALLEY, Pa. , March 13, 2025 /PRNewswire/ -- Air Products (NYSE: APD) will highlight its Freshline® Smart Technology and food freezing solutions for seafood processors at Seafood Expo North America at the Boston Convention and Exhibition Center from March 16-18.
Positive
Seeking Alpha
1 week ago
Air Products And Chemicals: New Management Team Is Derisking The Company's Project Pipeline, Buy Confirmed
Exiting several projects and focusing on core gas projects will reduce spending, improve backlog perceptions, and potentially boost APD's stock multiple. The company communicated the new CEO change. Guidance unchanged despite a soft Q2 outlook. Valuation remains at a discount vs peers. Our buy is confirmed.
Neutral
Seeking Alpha
2 weeks ago
The Dividend Aristocrats Ranked By Quality Scores: March 2025
S&P Dow Jones Indices added three new members to the S&P 500 Dividend Aristocrats Index, expanding it to 69 companies. I rank Dividend Aristocrats by quality scores, presenting undervalued and overvalued stocks with detailed metrics and fair value estimates. My quality scoring system uses six indicators, each worth 5 points, for a maximum score of 30, categorizing stocks from Exceptional to Inferior.
Neutral
Zacks Investment Research
3 weeks ago
Air Products to Exit Three U.S. Projects to Streamline Backlog
APD exits three projects to streamline backlogs and focus its resources on driving shareholder value.
Neutral
PRNewsWire
4 weeks ago
Air Products to Exit Three U.S.-Based Projects
Company Will Write Down Assets and Expects to Record a Pre-Tax Charge Not to Exceed $3.1 Billion in Its Fiscal Second Quarter LEHIGH VALLEY, Pa. , Feb. 24, 2025 /PRNewswire/ -- As part of a review initiated by Air Products' (NYSE: APD) newly-elected Board of Directors and Chief Executive Officer, the Company today announced its decision to exit three projects in the U.S. As a result, Air Products expects to record a pre-tax charge not to exceed $3.1 billion in its fiscal 2025 second quarter, primarily to write down assets and terminate contractual commitments.
Negative
Zacks Investment Research
1 month ago
Air Products to Feature Decarbonization Solutions at POWERGEN
APD is extending the potential of hydrogen-fired boilers by incorporating its burner technology into cutting-edge boiler systems.
Neutral
PRNewsWire
1 month ago
Air Products to Showcase Industrial Decarbonization Solutions at POWERGEN International in Dallas, Texas
Air Products' Industry Experts will Present the Details of Recent Hydrogen Boiler Trials, as well as Information on Hydrogen's Role in Enhancing Microgrid Resilience LEHIGH VALLEY, Pa. , Feb. 10, 2025 /PRNewswire/ -- Air Products (NYSE:APD) will highlight how its industrial gases, such as hydrogen, can help the power industry generate a cleaner future and reach its decarbonization goals at POWERGEN International, from February 11-13, at the Kay Bailey Hutchison Convention Center in Dallas, Texas.
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