Air Products & ChemicalsAPD
APD
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 7,312 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
121% more call options, than puts
Call options by funds: $512M | Put options by funds: $232M
13% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 121
0.43% more ownership
Funds ownership: 89.96% [Q4 2024] → 90.39% (+0.43%) [Q1 2025]
0% less capital invested
Capital invested by funds: $59.3B [Q4 2024] → $59.2B (-$53.1M) [Q1 2025]
1% less funds holding
Funds holding: 1,765 [Q4 2024] → 1,753 (-12) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 666 | Existing positions reduced: 685
7% less funds holding in top 10
Funds holding in top 10: 30 [Q4 2024] → 28 (-2) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$282
3%
downside
Avg. target
$319
9%
upside
High target
$355
22%
upside
6 analyst ratings
4 positive
67%
1 neutral
17%
1 negative
17%
UBS Joshua Spector | 18%upside $344 | Buy Maintained | 9 Jul 2025 |
Citigroup Patrick Cunningham | 10%upside $320 | Buy Maintained | 30 Jun 2025 |
RBC Capital Arun Viswanathan | 22%upside $355 | Outperform Initiated | 13 Jun 2025 |
Morgan Stanley Vincent Andrews | 1%downside $290 | Equal-Weight Reinstated | 29 May 2025 |
Barclays Duffy Fischer | 11%upside $325 | Overweight Maintained | 2 May 2025 |
Financial journalist opinion
Based on 6 articles about APD published over the past 30 days
Neutral
PRNewsWire
1 week ago
Air Products to Broadcast Fiscal 2025 Third Quarter Earnings Teleconference on July 31, 2025
LEHIGH VALLEY, Pa. , June 30, 2025 /PRNewswire/ -- Air Products (NYSE:APD) will hold a conference call to discuss its fiscal 2025 third quarter financial results on Thursday, July 31, 2025 at 8:00 a.m.
Positive
Seeking Alpha
1 week ago
Best Dividend Aristocrats For July 2025
Dividend Aristocrats have underperformed the S&P 500 in 2025, with NOBL up 1.77% versus SPY's 5.55% year-to-date gain. Dividend growth remains healthy, with 44 out of 69 Aristocrats already raising payouts in 2025 and an average growth rate of 4.86%. I identified 21 Aristocrats as both potentially undervalued and offering a projected long-term annualized return of at least 10%.
Neutral
Zacks Investment Research
2 weeks ago
Is the Options Market Predicting a Spike in Air Products Stock?
Investors need to pay close attention to APD stock based on the movements in the options market lately.
Positive
Seeking Alpha
2 weeks ago
Air Products and Chemicals: Margin Rebound To Drive Earnings Surge
Initiate Air Products and Chemicals with strong buy, $368 PT, citing cost resets and underappreciated margin rebound despite helium and macro headwinds. APD's core industrial gas franchise delivers resilient, contract-driven cash flow, with cost-outs and margin recovery above consensus expectations for FY25–26. Valuation assumes mean reversion to 17x FY26E EV/EBITDA, offering 36% upside and prudent risk/reward amid higher rates and market exuberance.
Neutral
CNBC Television
4 weeks ago
Calls of the Day: Netflix, NRG Energy, Air Products, and Abbvie
The Investment Committee debate the latest Calls of the Day.
Neutral
PRNewsWire
4 weeks ago
Air Products to Showcase Industrial Gas Solutions at the PowderMet2025 International Conference on Powder Metallurgy and Particulate Materials
LEHIGH VALLEY, Pa. , June 13, 2025 /PRNewswire/ -- Air Products (NYSE:APD) will showcase industrial gas solutions and technologies for metals and materials processing applications at the PowderMet2025 International Conference on Powder Metallurgy and Particulate Materials from June 15-18 at the Sheraton Phoenix Downtown in Phoenix, Arizona.
Neutral
PRNewsWire
1 month ago
Air Products' CEO Eduardo Menezes to Speak at Deutsche Bank's 16th Annual Global Industrials & Materials Conference
LEHIGH VALLEY, Pa. , May 28, 2025 /PRNewswire/ -- Air Products' (NYSE:APD) CEO Eduardo Menezes will speak at Deutsche Bank's 16th Annual Global Industrials & Materials Conference on Wednesday, June 4, 2025 at 8:00 a.m.
Positive
Seeking Alpha
1 month ago
Best Dividend Aristocrats For June 2025
Dividend Aristocrats have slightly outperformed the S&P 500 year-to-date, despite underperforming in April and May. Dividend growth remains robust, with 41 of 69 Aristocrats announcing increases in 2025 and the average growth rate at 4.75%. 22 Aristocrats appear both undervalued and offer a projected long-term annualized return of at least 10%, based on dividend yield theory and earnings growth.
Positive
Seeking Alpha
1 month ago
100 Sustainable Dividend Dogs: 18 "Safer", 4 Ideal May Buys
I analyze Barron's top 100 sustainable companies, focusing on dividend-paying stocks using the yield-based 'dogcatcher' strategy for value and income. Six of 83 dividend-paying ESG stocks meet the ideal of annual dividends from $1,000 invested exceeding their share price, signaling potential value opportunities. Analyst targets suggest 20-45% net gains for the top ten ESG 'dogs' by May 2026, with risk and volatility varying by stock and sector.
Neutral
PRNewsWire
1 month ago
Air Products Declares Quarterly Dividend
LEHIGH VALLEY, Pa. , May 22, 2025 /PRNewswire/ -- The Board of Directors of Air Products (NYSE:APD) today declared a quarterly dividend of $1.79 per share of common stock.
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