Barclays Raises Illinois Tool Works (ITW) Price Target, Sees "Some Encouragement" in Outlook
Barclays analyst Julian Mitchell has raised his price target for Illinois Tool Works (ITW) to $275 from $244, while maintaining an Underweight rating. The adjustment follows the company's better-than-expected fourth-quarter earnings, driven by strong demand for automotive parts and strategies to mitigate tariff impacts. Despite "some encouragement" in the outlook, the analyst retains a cautious stance.
Barclays raises Illinois Tool Works (ITW) price target, sees “some encouragement” in outlook
Barclays has increased its price target for Illinois Tool Works (ITW), acknowledging "some encouragement" regarding the company's future outlook. This adjustment suggests a positive, albeit cautious, view from the banking institution on ITW's financial prospects.
Barclays Raises Illinois Tool Works (ITW) Price Target, Sees "Some Encouragement" in Outlook
Barclays analyst Julian Mitchell has raised the price target for Illinois Tool Works (ITW) to $275 from $244, while maintaining an "Underweight" rating. The revision comes after ITW reported strong fourth-quarter results that exceeded Wall Street expectations, driven by demand for automotive parts and successful tariff mitigation strategies. Despite the positive outlook, the company's 2026 earnings per share forecast midpoint is slightly below current analyst estimates.
Barclays Raises Illinois Tool Works (ITW) Price Target, Sees “Some Encouragement” in Outlook
Barclays analyst Julian Mitchell increased his price target for Illinois Tool Works (ITW) to $275 from $244, maintaining an Underweight rating despite seeing "some encouragement" in the company's outlook. This follows Illinois Tool Works' strong fourth-quarter results, which exceeded Wall Street expectations with earnings of $2.72 per share and $4.09 billion in revenue, driven by steady automotive demand and tariff mitigation efforts. However, the company's 2026 EPS forecast midpoint of $11-$11.40 is slightly below current analyst estimates.
Barclays Raises Illinois Tool Works (ITW) Price Target, Sees "Some Encouragement" in Outlook
Barclays analyst Julian Mitchell increased his price target for Illinois Tool Works (ITW) to $275 from $244, maintaining an Underweight rating despite seeing "some encouragement" in the company's outlook. This adjustment follows ITW's strong fourth-quarter results, which surpassed Wall Street expectations, driven by demand for automotive parts and strategic efforts to mitigate tariff impacts. The company's proactive measures like production shifts and price increases have improved operating margins across all segments, and it projects 2026 EPS to be between $11 and $11.4.
Analysts’ Opinions Are Mixed on These Industrial Goods Stocks: Howmet Aerospace (HWM) and EquipmentShare.com, Inc. (EQPT)
This article summarizes recent analyst ratings for Howmet Aerospace (HWM) and EquipmentShare.com, Inc. (EQPT), both industrial goods stocks. UBS maintained a Hold rating on Howmet Aerospace with a $260 price target, while Truist Financial initiated coverage on EquipmentShare.com, Inc. with a Buy rating and a $43 price target. Robert W. Baird also initiated coverage on EQPT with a Buy rating and a $63 price target, leading to a Moderate Buy consensus.
Conformal Coatings Market Primed for Strategic Growth
The Conformal Coatings market is projected to grow from USD 1,498.8 million in 2025 to USD 2,259.6 million by 2032, at a CAGR of 6.0%. This growth is attributed to strategic developments and innovations by key industry players like Altana, Chase Corp., and CHT Ltd. The market report provides a comprehensive analysis of trends, SWOT analysis, demographics, and regulatory requirements, along with segmentation by product type, application, end-user, and region.
Illinois Tool Works Stock Outlook: Is Wall Street Bullish or Bearish?
Illinois Tool Works (ITW) shares have outperformed the broader S&P 500 over the past year and year-to-date, fueled by strong Q4 earnings. Despite outperforming the S&P 500, ITW has lagged behind the State Street Industrial Select Sector SPDR ETF (XLI) over the past 52 weeks but outperformed it YTD. While analysts currently hold a "Hold" consensus, the sentiment has become more bearish recently, with some analysts maintaining an "Underweight" rating.
Does Illinois Tool Works’ (ITW) Rising Payout and Buybacks Redefine Its Capital Allocation Priorities?
Illinois Tool Works (ITW) reported strong Q4 2025 results with increased sales and net income, alongside significant share repurchases and a declared dividend, reinforcing its commitment to returning capital to shareholders. The company's investment narrative focuses on steady cash generation, disciplined capital returns, and modest growth, which is supported by its 2026 revenue and EPS guidance. While the company's dividend and buyback strategies are reassuring, investors should be mindful of potential segment weaknesses that could challenge profit targets.
Is Illinois Tool Works (ITW) Still Fairly Priced After Strong Multi‑Year Share Price Gains
This article analyzes whether Illinois Tool Works (ITW) is still fairly priced after significant share price gains. Using a Discounted Cash Flow (DCF) analysis, the stock appears overvalued by 137.8% at its current price of US$299.60, suggesting an intrinsic value of US$125.99. However, a Price-to-Earnings (P/E) ratio comparison indicates it might be slightly undervalued, trading at 28.16x compared to a "Fair Ratio" of 29.35x.
PNC Financial Services Group Inc. Sells 186,852 Shares of Illinois Tool Works Inc. $ITW
PNC Financial Services Group Inc. reduced its stake in Illinois Tool Works Inc. (NYSE:ITW) by 16.1%, selling 186,852 shares and now holding 971,532 shares valued at approximately $253.3 million. This move comes as the company slightly beat quarterly earnings estimates, with an EPS of $2.72 against an expected $2.69 and revenue of $4.09 billion compared to a $4.07 billion forecast, while FY2026 guidance was set at $11.00-$11.40 EPS. Analyst ratings for ITW are mixed, with a consensus "Reduce" rating and a target price of $272.92, despite a price target increase from JPMorgan Chase & Co. to $310.
3 Industrial Stocks Making New All-Time Highs
The industrials sector is experiencing a significant breakout, with many "old economy" stocks reaching new all-time highs as capital rotates away from tech. This shift is driven by manufacturing tailwinds, the implementation of AI for improved efficiency, and increased infrastructure demand from key industries like data centers, defense, and aerospace. Three companies highlighted for their strong performance and future potential are Illinois Tool Works, Honeywell, and Deere and Company.
3 Industrial Stocks Making New All-Time Highs
The industrial sector is experiencing a significant rotation in 2026, benefiting from factors like lower interest rates, a manufacturing rebound, and the adoption of agentic AI. Illinois Tool Works (ITW), Honeywell International (HON), and Deere and Co. (DE) are highlighted as three industrial stocks reaching new all-time highs with optimistic forecasts for the year. This shift indicates a move away from previously dominant tech and AI stocks as capital reallocates to 'old economy' sectors.
3 Industrial Stocks Making New All-Time Highs
The article highlights that despite the S&P 500's volatility, the industrial sector is experiencing a significant breakout, with several "old economy" stocks reaching new all-time highs as capital shifts from expensive tech stocks. This rotation is attributed to manufacturing tailwinds, the implementation of AI for improved efficiency, and increased demand for infrastructure in key industries. Three specific industrial companies—Illinois Tool Works, Honeywell, and Deere and Company—are discussed as examples of this trend, each benefiting from unique catalysts like diversified business models, strategic spinoffs, and automation advancements.
Illinois Tool Works declares quarterly dividend of $1.61 per share By Investing.com
Illinois Tool Works Inc. declared a quarterly dividend of $1.61 per share for the first quarter of 2026, payable on April 9, 2026, to shareholders of record as of March 31, 2026. This announcement follows the company's strong financial performance in the fourth quarter of 2025, where its earnings per share exceeded analyst forecasts. Illinois Tool Works, a global multi-industrial manufacturing company, reported $16 billion in revenue in 2025.
Illinois Tool Works (ITW) Maintains Dividend and Exceeds Earnings Expectations
Illinois Tool Works (ITW) has maintained its quarterly dividend of $1.61 per share and exceeded recent earnings estimates due to improved operating margins. The company targets an EPS of $11.20 and a 100 basis point margin expansion by 2026. While ITW demonstrates strong financial health with robust profitability and a diversified business model, its high debt-to-equity ratio and near historical valuation highs warrant vigilance from investors.
Illinois Tool Works declares quarterly dividend of $1.61 per share By Investing.com
Illinois Tool Works Inc. has declared a quarterly dividend of $1.61 per share, representing an annualized payout of $6.44. The dividend will be paid on April 9, 2026, to shareholders of record as of March 31, 2026. This announcement follows the company's better-than-expected earnings for the fourth quarter of 2025, although the stock saw a minor decline in pre-market trading.
ILLINOIS TOOL WORKS INC SEC 10-K Report
Illinois Tool Works Inc. has released its 2025 Form 10-K report, detailing its financial performance, business operations across seven segments, and strategic initiatives. The report highlights revenue growth primarily from foreign currency translation, a slight decline in operating income, and decreased net income and diluted EPS compared to 2024. ITW emphasizes customer-back innovation, its enterprise strategy for growth, and faces economic, geopolitical, operational, supply chain, cybersecurity, strategic transaction, and regulatory risks.
ITW Board of Directors Declares Quarterly Dividend
The Board of Directors of Illinois Tool Works Inc. (ITW) declared a quarterly dividend of $1.61 per share for the first quarter of 2026, totaling $6.44 per share on a full-year basis. This dividend will be paid on April 9, 2026, to shareholders recorded as of March 31, 2026. ITW is a Fortune 300 global multi-industrial manufacturing leader with $16 billion in revenue in 2025.
Illinois Tool Works Inc. Declares First Quarter 2026 Dividend of $1.61 Per Share
Illinois Tool Works Inc. announced a first-quarter dividend of $1.61 per share for 2026, payable on April 9, 2026, to shareholders of record as of March 31, 2026. This equates to an annual dividend rate of $6.44 per share, demonstrating the company's commitment to returning value to shareholders. The Fortune 300 company, with $16 billion in revenue for 2025, operates in seven industrial segments and employs approximately 43,000 individuals globally.
Wedbush Securities Inc. Grows Stake in Illinois Tool Works Inc. $ITW
Wedbush Securities Inc. significantly increased its stake in Illinois Tool Works Inc. (ITW) by 46.8% in Q3, now owning 10,875 shares valued at $2.84 million. This comes as ITW exceeded Q4 earnings estimates, reporting an EPS of $2.72 and revenue of $4.09 billion, and provided optimistic FY2026 guidance. Despite significant insider selling and a mixed analyst sentiment, institutional investors now hold nearly 80% of the company's stock.
Krilogy Financial LLC Takes Position in Illinois Tool Works Inc. $ITW
Krilogy Financial LLC has acquired a new stake in Illinois Tool Works Inc. (NYSE:ITW), purchasing 5,196 shares valued at approximately $1.27 million during the third quarter. The article details other institutional investors' recent activities in ITW stock, including significant increases in positions by AE Wealth Management LLC and Madison Asset Management LLC. Additionally, it reports on recent insider selling by EVP Axel Beck and Director Ernest Scott Santi, providing financial performance metrics and analyst ratings for Illinois Tool Works.
Caprock Group LLC Takes $2.45 Million Position in Illinois Tool Works Inc. $ITW
Caprock Group LLC has acquired a new position in Illinois Tool Works Inc. (NYSE:ITW), purchasing 9,262 shares valued at approximately $2.45 million in the third quarter. This move is part of broader institutional interest, with several other large investors also adjusting their holdings in the industrial products company. Illinois Tool Works recently exceeded earnings per share and revenue expectations for its latest quarter and provided optimistic FY 2026 guidance.
Rhumbline Advisers Increases Stake in Illinois Tool Works Inc. $ITW
Rhumbline Advisers has increased its stake in Illinois Tool Works Inc. (NYSE:ITW) by 1.2% during the third quarter, now owning 528,039 shares valued at approximately $137.69 million. Other institutional investors like Brighton Jones LLC and Bison Wealth LLC have also recently adjusted their holdings. The article also details recent analyst ratings, insider selling activity, and the company's financial performance.
ABC Arbitrage SA Decreases Stock Holdings in Illinois Tool Works Inc. $ITW
ABC Arbitrage SA significantly reduced its stake in Illinois Tool Works Inc. by 82.3% during the third quarter, now owning 789 shares valued at $206,000. While many hedge funds slightly increased their positions in ITW, institutional investors collectively own 79.77% of the company's stock. The article also details recent insider selling by ITW directors and executives, along with analyst ratings and the company's latest financial performance.
Generac Misses Q4 Earnings & Sales Estimates, Provides 2026 Outlook
Generac Holdings Inc. (GNRC) reported fourth-quarter 2025 adjusted earnings and net sales that missed Zacks Consensus Estimates, though it provided an optimistic outlook for 2026. The company's performance was impacted by weaker demand for residential generators, offset by strong growth in sales to data center customers and residential energy technology products. Generac expects mid-teen revenue growth in 2026, driven by an anticipated return to normal power outage activity and continued momentum in the commercial and industrial (C&I) sector.
LASE Stock Price, Forecast & Analysis | LASER PHOTONICS CORP (NASDAQ:LASE)
LASER PHOTONICS CORP (NASDAQ: LASE) currently trades at $0.7642 per share, having experienced significant declines of -63.9% in the past month and -80.62% over the last year. ChartMill assigns LASE a low technical rating of 0/10 and a fundamental rating of 1/10, citing poor profitability and negative financial health. The company, which specializes in industrial laser technologies, is set to report earnings on June 22, 2026, and does not pay dividends.
Illinois Tool Works Inc. $ITW Shares Bought by Madison Asset Management LLC
Madison Asset Management LLC significantly increased its stake in Illinois Tool Works Inc. by 411.8% in Q3, now holding 87,875 shares valued at approximately $22.9 million. This occurred despite two insiders executing large sales totaling nearly $50 million. The company reported slightly better-than-expected quarterly earnings and provided FY2026 guidance, though analysts maintain a "Reduce" rating with a target price of $272.92.
Analysts Conflicted on These Industrial Goods Names: nVent Electric (NVT), Illinois Tool Works (ITW) and Aercap Holdings (AER)
Analysts have issued conflicting ratings for nVent Electric (NVT), Illinois Tool Works (ITW), and Aercap Holdings (AER). KeyBanc reiterated a "Buy" for nVent Electric, while Barclays maintained a "Sell" for Illinois Tool Works. Aercap Holdings received a "Buy" rating from Barclays, with an upgraded rating from TipRanks – DeepSeek.
Flame Resistant Clothing Market Is Going to Boom | DuPont de
Coherent Market Insights has published a comprehensive study on the "Flame Resistant Clothing Market," forecasting trends, share, size, growth, and opportunities from 2026-2033. The report offers validated market size estimates, competitive landscape analysis, and detailed regional insights, backed by extensive research and expert validation. It aims to provide reliable data and strategic insights for informed business decisions and long-term growth planning.
Candriam S.C.A. Raises Position in Illinois Tool Works Inc. $ITW
Candriam S.C.A. significantly increased its stake in Illinois Tool Works Inc. (NYSE:ITW) by 39.7% in the third quarter, bringing its total holdings to 50,549 shares valued at $13.18 million. This comes as institutional investors now own approximately 79.77% of the company, despite large sales by two company insiders. Illinois Tool Works also reported strong Q3 earnings, exceeding EPS and revenue expectations, and provided optimistic FY2026 guidance.
Snap-on vs Illinois Tool Works: Which Is the Stronger Buy Today?
This article analyzes whether Snap-on (SNA) or Illinois Tool Works (ITW) is a stronger investment. It concludes that Snap-on offers superior revenue growth, better profitability, and a relatively lower valuation compared to Illinois Tool Works, making SNA the preferred buy. The comparison includes detailed financial metrics and historical market performance for both companies against the S&P 500.
District Court Allows 401(k) Forfeiture Case to Go to Trial
A federal district court has permitted a 401(k) forfeiture complaint against Illinois Tool Works Inc. and its fiduciaries to proceed. The lawsuit alleges that the company misused forfeited, unvested retirement benefits to reduce its own contributions instead of covering administrative expenses, potentially violating ERISA. The judge ruled that the plaintiffs plausibly alleged breaches of fiduciary duty and the anti-inurement provision, allowing key claims to move forward.
Top Illinois Tool Works Executive Makes Major Move With Fresh Stock Sale
Illinois Tool Works (ITW) Senior Vice President and Chief Human Resources Officer Mary Katherine Lawler recently sold 17,279 shares of company stock for over $5 million, signaling a significant insider transaction. This stock sale follows a strong Q4 earnings beat for ITW, driven by solid cost control and pricing. TipRanks' AI Analyst, Spark, rates ITW as "Outperform," citing strong profitability and positive 2026 guidance, though noting the higher P/E ratio as a valuation constraint.
Illinois Tool Works stock hits all-time high at 294.84 USD
Illinois Tool Works Inc. (ITW) stock has reached an all-time high of $294.84, reflecting strong performance with a 15.63% appreciation over the past year. Despite its overbought RSI, the company benefits from robust demand across its diverse industrial portfolio and offers attractive dividends. This milestone follows better-than-expected Q4 2025 earnings, demonstrating investor confidence in ITW's strategic initiatives and operational efficiency.
Illinois Tool Works(ITW.US) Officer Sells US$5.04 Million in Common Stock
Illinois Tool Works (ITW.US) officer Lawler Mary Katherine sold 17,279 shares of common stock on February 6, 2026. The sale was valued at approximately $5.04 million, with an average price of $291.9 per share. This transaction is a required disclosure under federal securities laws for company insiders.
Judge Allows 401(k) Forfeiture Complaint Against Illinois Tool Works to Proceed
A federal district court has allowed a 401(k) forfeiture complaint against Illinois Tool Works Inc. to proceed, citing plausible allegations that the company misused retirement plan funds. The lawsuit claims Illinois Tool Works used forfeited, unvested retirement benefits to reduce its required contributions instead of covering administrative expenses, thereby increasing costs for participants. The court ruled that the company's decisions on forfeiture allocation were fiduciary functions under ERISA, rejecting the argument that they were "settlor" functions.
Illinois Tool Works stock hits all-time high at 294.84 USD By Investing.com
Illinois Tool Works Inc. (ITW) stock has reached an all-time high of $294.84, reflecting a 15.63% appreciation over the last year and strong investor confidence. The company benefits from robust demand across its diverse industrial portfolio and offers a 2.22% dividend yield with 30 consecutive years of dividend increases. Recent strong earnings for Q4 2025 further highlight its solid financial performance.
Illinois Tool Works stock hits all-time high at 294.84 USD
Illinois Tool Works Inc. (ITW) stock has reached an all-time high of $294.84, reflecting a 15.63% appreciation over the past year. This growth is attributed to strong demand across its diverse industrial portfolio and highlights investor confidence in the company's operational efficiency and strategic initiatives. Despite a potentially overbought RSI, ITW offers value to income-focused investors with a 2.22% dividend yield and 30 consecutive years of dividend increases.
Institutional investors control 84% of Illinois Tool Works Inc. (NYSE:ITW) and were rewarded last week after stock increased 10.0%
Institutional investors hold 84% of Illinois Tool Works (NYSE:ITW), and this significant ownership paid off last week with a 10.0% stock increase. The top 12 shareholders collectively own 51% of the company, while insiders hold less than 1% but still represent a substantial investment of US$250 million. Individual investors (the general public) account for a 15% stake in the company.
Institutional investors control 84% of Illinois Tool Works Inc. (NYSE:ITW) and were rewarded last week after stock increased 10.0%
Institutional investors hold a significant 84% stake in Illinois Tool Works Inc. (NYSE:ITW), meaning their trading actions heavily influence the stock price. The company's stock rose by 10.0% last week, benefiting these major shareholders. While institutional ownership is high, indicating analyst confidence, the top 12 shareholders collectively own 51%, suggesting no single entity has overwhelming control.
Analysts Conflicted on These Industrial Goods Names: nVent Electric (NVT), Illinois Tool Works (ITW) and Aercap Holdings (AER)
Analysts are divided on several Industrial Goods sector companies, including nVent Electric (NVT), Illinois Tool Works (ITW), and Aercap Holdings (AER). KeyBanc reiterated a Buy rating for nVent Electric, while Barclays maintained a Sell rating for Illinois Tool Works. For Aercap Holdings, Barclays maintained a Buy rating, and TipRanks – DeepSeek upgraded the stock to Buy.
Insider Selling: Illinois Tool Works (NYSE:ITW) EVP Sells 4,223 Shares of Stock
Illinois Tool Works (NYSE:ITW) EVP Axel Beck recently sold 4,223 shares of company stock for over $1.2 million, reducing his stake by 42.18%. The industrial products company recently reported strong quarterly earnings, surpassing analyst expectations, and has received mixed ratings from research analysts with a consensus "Reduce" rating.
Illinois Tool Works Ordered to Defend 401(k) Forfeiture Claims
A federal judge has ruled that Illinois Tool Works Inc. must defend claims of fiduciary disloyalty regarding its 401(k) plan. The lawsuit alleges the company mishandled forfeited contributions by using them for its required plan contributions instead of reducing costs for participants. The judge stated that the company's discretion over forfeitures and its alleged self-serving use of them is sufficient to allow the disloyalty claim under ERISA to proceed.
Illinois Tool Works Ordered to Defend 401(k) Forfeiture Claims
A federal judge has allowed a lawsuit against Illinois Tool Works Inc. to proceed, challenging the company's handling of forfeited 401(k) contributions. The lawsuit alleges that Illinois Tool Works acted with fiduciary disloyalty by using these forfeitures to cover its own required plan contributions rather than to reduce costs for plan participants. This decision greenlights claims that the company prioritized its own interests over those of its 401(k) plan participants.
New 27-lb battery welder aims to bring clean TIG welds off-grid
Miller Electric has launched the Venture™ 150 T, a new battery-powered TIG-first welder designed for high-quality, aesthetically critical welds in challenging environments without relying on external power. Weighing only 27 pounds, this portable welder uses swappable batteries to ensure all-day uptime, making it ideal for remote repairs and precision jobs in industries like food-grade piping and shipbuilding. The Venture 150 T expands Miller's battery-powered lineup, offering flexibility to welders who need both portability and consistent performance.
Barclays Raises Price Target for Illinois Tool Works (ITW) to $275 | ITW Stock News
Barclays has raised its price target for Illinois Tool Works (ITW) to $275 from $244, an increase of 12.7%, while maintaining an 'Underweight' rating. This adjustment follows several other analyst rating and price target changes for ITW. The article also provides an overview of ITW's diversified business segments and summarizes analyst forecasts and GuruFocus' estimated GF Value, which suggests a potential downside from the current price.
Take the Zacks Approach to Beat the Markets: Hershey's, Fastenal, Kennametal in Focus
This article highlights how Zacks Investment Research's methodologies have helped investors outperform the market. It showcases several successful stock picks across different Zacks portfolios, including Kennametal, Inventiva, Clearway Energy, Celanese, Intellia Therapeutics, Hershey's, Walmart, Illinois Tool Works, Fastenal, and Monolithic Power Systems, demonstrating the effectiveness of Zacks Rank, Zacks Recommendation, Focus List, ECAP, ECDP, and Top 10 Stocks. The article emphasizes Zacks's guidance in navigating market fluctuations and achieving substantial returns.
Barclays Adjusts Price Target on Illinois Tool Works to $275 From $244, Maintains Underweight Rating
Barclays has adjusted its price target for Illinois Tool Works (ITW) to $275, up from $244, while maintaining an Underweight rating on the stock. This update comes amidst a flurry of recent analyst actions regarding ITW, with various firms like Wolfe Research, UBS, Truist, Goldman Sachs, Baird, Wells Fargo, JPMorgan, Citigroup, and Deutsche Bank also modifying their price targets and ratings in early February 2026. The company recently reported its Q4 2025 earnings, surpassing profit estimates due to strong auto parts demand, and provided earnings guidance for 2026.
Illinois Tool Works price target raised to $275 from $244 at Barclays
Barclays analyst Julian Mitchell has increased the price target for Illinois Tool Works (ITW) to $275 from $244, while maintaining an Underweight rating on the shares. The decision reflects "some encouragement" regarding the company's future outlook. Other firms like Truist, UBS, Baird, Citi, and Wells Fargo have also recently raised their price targets for ITW.
