Hodges Capital Management Inc. Grows Stock Holdings in Powell Industries, Inc. $POWL
Hodges Capital Management Inc. increased its stake in Powell Industries (NASDAQ:POWL) by 16.8% in Q3, bringing its total holdings to 56,440 shares valued at approximately $17.2 million. This makes Powell Industries the fund's 18th-largest holding, owning about 0.47% of the company, while institutional investors collectively own nearly 90%. Despite insider selling activity, Powell Industries reported strong Q3 earnings, exceeding EPS estimates and declaring a quarterly dividend, with analysts maintaining a "Moderate Buy" consensus rating for the stock.
Powell Industries Shareholders Back Board, Executive Pay Plan
Powell Industries shareholders re-elected two directors, Alaina K. Brooks and Katheryn B. Curtis, and approved the company's executive compensation plan at their annual meeting on February 18, 2026. The board also appointed Mark W. Smith as the new chair of the audit committee, succeeding Christopher E. Cragg, ensuring continuity in governance. TipRanks' AI Analyst, Spark, rates POWL as "Outperform" due to strong financial performance, a positive earnings update, and robust bookings, despite an elevated valuation.
NEOS Investment Management LLC Raises Stake in Powell Industries, Inc. $POWL
NEOS Investment Management LLC significantly increased its stake in Powell Industries, Inc. (NASDAQ:POWL) by 281.6% in the third quarter, now owning 53,170 shares valued at $16.2 million. Other institutional investors like Voss Capital LP and First Trust Advisors LP also made substantial investments or increased their holdings in the industrial products company. Despite some insider selling, analysts maintain a "Moderate Buy" rating for Powell Industries, which recently announced an increased quarterly dividend.
Public Sector Pension Investment Board Purchases 4,666 Shares of Powell Industries, Inc. $POWL
The Public Sector Pension Investment Board increased its stake in Powell Industries (POWL) by 14.6% in the third quarter, acquiring 4,666 shares to hold a total of 36,734 shares valued at $11.2 million. This move comes as Powell Industries reported strong Q4 earnings, beating analyst expectations with an EPS of $3.40, and also raised its quarterly dividend. However, significant insider selling has been noted, including a large sale by major shareholder Thomas W. Powell, which has likely contributed to recent downward pressure on the stock.
Stronger Q1 Earnings and Higher Dividend Might Change The Case For Investing In Powell Industries (POWL)
Powell Industries (POWL) reported stronger Q1 2026 earnings with sales of US$251.18 million and net income of US$41.39 million, along with an increased quarterly dividend of US$0.27 per share. These results reinforce the company's investment narrative, which is supported by its record backlog, strong balance sheet, and exposure to electrification trends. While profitability remains solid, the company's record margins and future revenue growth depend on efficient backlog conversion and managing competitive pricing.
Is Most-Watched Stock Powell Industries, Inc. (POWL) Worth Betting on Now?
This article examines whether Powell Industries, Inc. (POWL) is a worthwhile investment based on its recent stock performance and valuation metrics. It highlights the company's strong price appreciation and significant earnings estimate revisions, suggesting potential for continued growth despite its current valuation.
Thomas Powell Sells 10,285 Shares of Powell Industries (NASDAQ:POWL) Stock
Thomas Powell, a major shareholder in Powell Industries (NASDAQ:POWL), sold 10,285 shares for approximately $6.09 million, reducing his stake by 1.52%. This transaction occurred despite the company reporting an EPS beat of $3.40 and increased quarterly dividends. Powell Industries stock has been trading around $585, well above the average analyst price target, with a consensus "Moderate Buy" rating.
Powell Industries (NASDAQ:POWL) Major Shareholder Sells $72,007.20 in Stock
A major shareholder of Powell Industries (NASDAQ:POWL), Thomas W. Powell, sold 120 shares worth $72,007.20 on February 13th, contributing to over $15 million in insider sales this week. Despite this, the company reported strong quarterly earnings of $3.40 per share, beating consensus estimates, and declared a $0.27 quarterly dividend. However, the stock traded down 1.3% following the news, with analysts maintaining a "Moderate Buy" rating but a lower consensus price target.
Insider Selling: Powell Industries (NASDAQ:POWL) Major Shareholder Sells 14,911 Shares of Stock
Major shareholder Thomas Powell sold 14,911 shares of Powell Industries (NASDAQ:POWL) on February 12th, amounting to approximately $8.96 million. This transaction reduced his stake by 2.24% to 652,069 shares. Powell Industries reported strong quarterly EPS but slightly missed revenue estimates, and the company also declared a quarterly dividend.
Powell Industries, Inc. $POWL Shares Acquired by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. increased its stake in Powell Industries (NASDAQ:POWL) by 17.3%, bringing its total holding to 96,315 shares valued at approximately $29.36 million. This move is part of broader institutional interest, with other major investors also acquiring or boosting their positions in the industrial products company. Despite some recent insider selling, Powell Industries reported strong quarterly earnings, beating EPS estimates, and declared a quarterly dividend.
Powell Industries (NASDAQ:POWL) Insider Ping Ni Sells 70 Shares
Powell Industries (NASDAQ:POWL) insider Ping Ni sold 70 shares of the company's stock for $41,300 on February 11th, reducing their stake by 3.34%. This sale follows a positive earnings report where the company beat EPS estimates and declared a quarterly dividend of $0.27 per share. Analysts currently have a "Moderate Buy" rating for POWL with a consensus price target of $415.50.
Powell Industries (NASDAQ:POWL) Treasurer David Eckenrode Sells 295 Shares
Powell Industries Treasurer David Eckenrode sold 295 shares of the company's stock on February 10th for $570.00 per share, reducing his stake by nearly 40%. The sale was disclosed in an SEC filing and leaves him with 443 shares valued at approximately $252,510. This transaction occurred after Powell Industries reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
Stratos Wealth Partners LTD. Sells 2,174 Shares of Powell Industries, Inc. $POWL
Stratos Wealth Partners LTD. reduced its stake in Powell Industries (NASDAQ:POWL) by 6.7% in Q3, selling 2,174 shares and now holding 30,043 shares valued at approximately $9.16 million. Powell Industries recently reported strong quarterly earnings, beating EPS estimates, and declared an increased quarterly dividend of $0.27 per share. The company has a "Moderate Buy" consensus rating with an average target price of $415.50 from analysts.
Wesbanco Bank Inc. Purchases 1,800 Shares of Powell Industries, Inc. $POWL
Wesbanco Bank Inc. increased its stake in Powell Industries (NASDAQ:POWL) by 37.5%, now owning 6,600 shares valued at approximately $2.01 million. The industrial products company recently reported strong quarterly earnings, beating EPS estimates while revenue slightly missed, and analysts maintain a "Moderate Buy" consensus rating with a target price of $415.50. Powell Industries also declared an increased quarterly dividend of $0.27 per share.
Vice President of Operations Terry McKertcher Sold A Bunch Of Shares In Powell Industries
Terry McKertcher, Powell Industries' Vice President of Operations, recently sold US$1.7m worth of shares, reducing his total holding by 40%. This follows another significant insider sale by Frederick Mudge in the last year. Despite high insider ownership (22%), the absence of any insider purchases during the past year and recent sales raise some concerns, although the company is growing its earnings.
Vice President of Operations Terry McKertcher Sold A Bunch Of Shares In Powell Industries
Powell Industries' Vice President of Operations, Terry McKertcher, recently sold US$1.7 million worth of shares, reducing his holding by 40%. Another insider, Frederick Mudge, also made a significant sale in the past year. While insiders haven't been buying, the company exhibits strong insider ownership, with 22% of the company owned by insiders, and is growing earnings, though recent sales suggest some caution.
The 5 Most Interesting Analyst Questions From Powell's Q4 Earnings Call
Powell Industries (POWL) reported strong Q4 results with year-on-year sales growth and better-than-expected non-GAAP profit, driven by robust project execution in electric utility, oil and gas, LNG, and data centers. Analysts focused on the durability of their record backlog, the cadence of data center deliveries, pricing strategies, capital expenditure plans, and potential skilled labor shortages. Management addressed these concerns, emphasizing a "very durable" backlog, phased project deliveries, stable pricing with hedging strategies, planned facility investments for growth, and confidence in adapting to labor challenges.
Powell Industries (POWL) Is Up 17.9% After Record AI-Driven Backlog And Dividend Hike - Has The Bull Case Changed?
Powell Industries (POWL) recently reported strong Q1 fiscal 2026 results, including record revenue and net income, along with a dividend increase to US$0.27 per share. The company saw a 63% surge in new orders, contributing to a record US$1.60 billion backlog, driven significantly by AI data center and LNG megaprojects. This article explores how this AI-driven backlog impacts Powell Industries' investment narrative, emphasizing execution risk and valuation.
Powell Industries (POWL) Is Up 17.9% After Record AI-Driven Backlog And Dividend Hike - Has The Bull Case Changed?
Powell Industries (POWL) saw its stock rise 17.9% after reporting strong first-quarter fiscal 2026 results, including record revenue and net income, and a dividend increase. The company's backlog surged to US$1.60 billion, driven by AI data center and LNG megaprojects, indicating a shift in its workload mix. While this growth presents significant opportunities, it also raises questions about execution risk and valuation, with fair value estimates varying widely among analysts.
Zacks.com featured highlights include Powell Industries and Movado
This article highlights how new analyst coverage can significantly impact stock performance, especially amidst economic uncertainty. It focuses on Powell Industries (POWL) and Movado Group (MOV) as two stocks that have recently gained analyst attention and shown strong performance. The article details why analyst coverage is important, how it influences stock prices, and provides financial insights into the two featured companies.
Powell Industries (POWL) Is Up 17.9% After Record AI-Driven Backlog And Dividend Hike - Has The Bull Case Changed?
Powell Industries (POWL) reported strong Q1 fiscal 2026 results with significant revenue and net income growth, a dividend hike, and a record US$1.60 billion backlog driven by AI data center and LNG projects. The company's investment narrative now focuses on converting this backlog into sustained earnings and managing execution risks and capacity expansion. While the share price has risen, fair value estimates from the Simply Wall St Community show a wide range, underscoring the need for investors to consider multiple perspectives on future performance.
Powell Industries stock reaches all-time high at 573.37 USD
Powell Industries Inc. (POWL) stock has reached an all-time high of $573.37, marking a 146.21% increase over the past year due to strong investor confidence. The company reported robust first-quarter fiscal year 2026 results, with earnings per share exceeding analyst expectations at $3.40 and revenue climbing 4.4% year-over-year to $251 million. Cantor Fitzgerald also raised its price target for Powell Industries from $427.00 to $481.00, maintaining a Neutral rating, reflecting positive momentum for the company.
Roth Capital Maintains Buy on Powell Industries (POWL) Feb 05, 2026
Roth Capital reaffirmed its Buy rating for Powell Industries (POWL) on February 5, 2026, and significantly increased its price target to $585 from $450, citing improving backlog trends and stronger order intake. Despite this positive analyst action, the stock has since experienced an 11.36% decline. Meyka AI gives POWL a B+ grade, advising investors to combine analyst ratings with company fundamentals and execution risk.
Zacks.com featured highlights include Powell Industries and Movado
This article from Zacks.com highlights Powell Industries (POWL) and Movado Group (MOV) as two stocks gaining attention from new analyst coverage amid economic uncertainty. It explains the significance of analyst coverage in providing crucial insights for investors and impacting stock performance. Both companies have shown strong recent performance and positive earnings per share estimates for upcoming fiscal years.
Powell Industries, Inc. (NASDAQ:POWL) Q1 2026 Earnings Call Transcript
Powell Industries (NASDAQ:POWL) reported a strong fiscal Q1 2026, with revenue growth, improved profitability, and record new orders totaling $439 million, including significant contracts for an LNG project and data centers. The company's backlog reached an all-time high of $1.6 billion, driven by robust demand in oil and gas, electric utilities, and commercial/industrial markets, particularly data centers. Powell is actively expanding its capacity and continues to evaluate future investments to meet growing demand and capitalize on secular growth trends.
Powell Industries, Inc. Announces Increase in Quarterly Cash Dividend to $0.27 per Share
Powell Industries, Inc. has announced an increase in its quarterly cash dividend to $0.27 per share, raising the annualized dividend from $1.07 to $1.08. The dividend is payable on March 18, 2026, to shareholders of record as of February 18, 2026. The company specializes in custom-engineered electrical energy solutions for various markets, including oil and gas, petrochemical, and electric utilities, and is expanding into new sectors.
Powell Industries posts strong Q1 results, boosts backlog
Powell Industries (POWL) reported strong first-quarter fiscal 2026 results, with revenues up 4% and net income increasing 19% year-on-year. New orders surged 63% to $439 million, boosting the backlog to $1.6 billion, driven by strength in the Commercial & Other Industrial segment. The company also declared a quarterly dividend of $0.27 per share, demonstrating a strong financial position.
Powell Industries Q1 Earnings Surpass Estimates, Increase Y/Y
Powell Industries (POWL) reported strong first-quarter fiscal 2026 adjusted earnings of $3.40 per share, surpassing analyst estimates by 19% year-over-year. Although total revenues of $251.2 million missed consensus, they still rose 4% year-over-year, driven by growth in electric utility and oil & gas markets. The company also announced a quarterly dividend increase of 0.9% to 27 cents per share, reflecting confidence in its robust backlog and solid financial position for fiscal 2026.
Powell Industries, Inc. (NASDAQ:POWL) to Issue Quarterly Dividend of $0.27
Powell Industries, Inc. (NASDAQ:POWL) has declared a quarterly dividend of $0.27 per share, payable to shareholders of record on February 18th, with an ex-dividend date also on February 18th. This represents a 0.9% increase from the previous dividend and provides a 0.2% yield. The dividend is well-supported by the company's earnings, with a payout ratio of 7.2% and analysts projecting strong EPS for the next year.
Powell Industries Declares an Increase to the Quarterly Cash Dividend
Powell Industries, Inc. announced that its Board of Directors has approved an increase to the quarterly cash dividend to $0.27 per share, an annualized dividend of $1.08 per share. The dividend is payable on March 18, 2026, to shareholders of record on February 18, 2026. Powell Industries specializes in custom-engineered electrical energy management solutions for various industries including oil and gas, petrochemical, and electric utility markets.
Powell Industries (NASDAQ:POWL) Trading 23.2% Higher on Strong Earnings
Powell Industries (NASDAQ:POWL) shares surged 23.2% after the company reported stronger-than-expected Q1 earnings of $3.40 EPS, beating the consensus of $2.85. The company also saw a significant increase in new orders and backlog, alongside a strong balance sheet with substantial cash and no debt. Despite these positive indicators, a slight revenue miss, insider selling, and mixed analyst price targets present potential headwinds for near-term stock upside.
Powell Industries Announces First Quarter Fiscal 2026 Results
Powell Industries (NASDAQ: POWL) announced strong first quarter Fiscal 2026 results, with revenues increasing 4% to $251 million and net income rising 19% to $3.40 per diluted share. The company reported record new orders of $439 million, including significant data center and LNG megaproject awards, leading to a backlog of $1.6 billion. Management expressed confidence in continued strong performance driven by demand in electrical infrastructure, particularly in Electric Utility and expanding opportunities in LNG and data center markets.
Powell Industries: Fiscal Q1 Earnings Snapshot
Powell Industries Inc. (POWL) reported strong financial results for its fiscal first quarter, with net income reaching $41.4 million. The company, based in Houston, achieved $3.40 earnings per share and reported revenues of $251.2 million for the period.
Powell Industries (POWL) Tops Q1 Earnings Estimates
Powell Industries (POWL) reported Q1 earnings of $3.40 per share, surpassing the Zacks Consensus Estimate of $2.85 by 19.30%. Despite beating earnings expectations, the company's revenues of $251.18 million for the quarter ended December 2025 missed the consensus estimate by 2.44%. The stock has seen a 38.1% gain year-to-date, and currently holds a Zacks Rank #3 (Hold) based on mixed earnings estimate revisions.
Powell (NASDAQ:POWL) Misses Q4 CY2025 Revenue Estimates
Powell (NASDAQ:POWL) missed Q4 CY2025 revenue estimates with sales reaching $251.2 million, a 4% year-on-year increase, despite Wall Street expectations of $256.5 million. However, the company beat GAAP EPS estimates by 16.6%, reporting $3.40 per share. The electrical energy control systems manufacturer also saw a strong operating margin of 17% and its highest quarterly awards booked in over two years, driven by its Commercial & Other Industrial market and a new megaproject in the data center sector.
Powell Industries (POWL) Tops Q1 Earnings Estimates
Powell Industries (POWL) reported strong Q1 earnings of $3.40 per share, significantly beating the Zacks Consensus Estimate of $2.85, and surpassing the previous year's $2.86 per share. Despite missing revenue estimates slightly, the company has consistently outperformed EPS expectations over the last four quarters. POWL shares have gained 38.1% year-to-date, prompting investor interest in its future outlook, which currently holds a Zacks Rank #3 (Hold).
Powell Industries: Overview of First Quarter Financial Results
Powell Industries Inc. reported a net profit of $41.4 million for its fiscal first quarter, with earnings per share reaching $3.40. The energy equipment manufacturer also announced total revenues of $251.2 million for the period. This financial overview was produced by Automated Insights using data from Zacks Investment Research.
Powell Industries tops earnings estimates but misses revenue in fiscal Q1 (POWL:NASDAQ)
Powell Industries (POWL) reported fiscal first-quarter results where their earnings exceeded Wall Street expectations, but their revenue did not meet forecasts. Following this report, the electrical equipment maker's shares showed little change in extended trading. The company posted a net income of $41.4.
Powell Industries increases quarterly dividend to $0.27 per share
Powell Industries (NASDAQ:POWL) has announced an increase in its quarterly cash dividend to $0.27 per share, up from the previous rate, leading to an annualized dividend of $1.08 per share. The company, which specializes in custom engineered electrical energy management solutions, will pay the dividend on March 18, 2026, to shareholders of record as of February 18, 2026. This announcement follows a strong fiscal fourth quarter with earnings and revenue exceeding expectations, and Cantor Fitzgerald initiating coverage with a Neutral rating.
Powell Industries: Fiscal Q1 Earnings Snapshot
Powell Industries Inc. reported net income of $41.4 million, or $3.40 per share, for its fiscal first quarter. The Houston-based energy equipment company also disclosed revenues of $251.2 million for the same period. This financial summary was generated using data from Zacks Investment Research.
Powell Industries, Inc. Reports Strong First Quarter Fiscal 2026 Results with Increased Revenues and New Orders
Powell Industries, Inc. reported strong financial results for the first quarter of Fiscal 2026, with revenues increasing 4% to $251 million and net income rising 19% to $41 million. The company saw a significant 63% surge in new orders, totaling $439 million, contributing to a 16% increase in its backlog to $1.6 billion. Performance was driven by robust activity in Electric Utility, Oil & Gas, and a substantial megaproject in the data center market, leading CEO Brett A. Cope and CFO Michael Metcalf to express optimism for continued growth and strong financial health.
Powell Industries, Inc. (NASDAQ:POWL) Short Interest Update
Powell Industries (NASDAQ: POWL) saw a 13.7% decrease in short interest in January, totaling 1,233,804 shares, representing 10.4% of shares sold short and a 4.5 days-to-cover ratio. Insider William Marshall Mauney, Jr. sold 3,000 shares for $995,190, reducing his position by over 40%. The stock recently jumped 5.2% to $463.32, trading near its 52-week high with a market cap of $5.62 billion and a P/E ratio of 31.2.
Powell Industries Declares an Increase to the Quarterly Cash Dividend
Powell Industries, Inc. (NASDAQ: POWL) announced that its Board of Directors has approved an increase to the quarterly cash dividend. The dividend will now be $0.27 per share, resulting in an annualized dividend of $1.08 per share, up from $1.07. The increased dividend is payable on March 18, 2026, to shareholders of record as of February 18, 2026.
Powell Industries Declares an Increase to the Quarterly Cash Dividend
Powell Industries, Inc. (NASDAQ: POWL) announced that its Board of Directors has approved an increase in the quarterly cash dividend to $0.27 per share, an annualized dividend of $1.08 per share. The dividend is payable on March 18, 2026, to shareholders of record as of February 18, 2026. The company specializes in custom-engineered solutions for electrical energy management, control, and distribution, primarily serving oil and gas, petrochemical, and electric utility markets.
Powell Industries Inc. Reveals Advance In Q1 Bottom Line
Powell Industries Inc. (POWL) reported increased earnings for its first quarter, with total earnings rising to $41.39 million, or $3.40 per share, from $34.76 million, or $2.86 per share, in the prior year. The company's revenue also saw a 4.0% increase, reaching $251.18 million compared to $241.43 million last year. These figures indicate an advance in the company's bottom line for the reported quarter.
Peterson Wealth Services Has $335,000 Stake in Powell Industries, Inc. $POWL
Peterson Wealth Services significantly reduced its stake in Powell Industries, Inc. (NASDAQ:POWL) by 69.2% in the third quarter, now owning 1,099 shares valued at $335,000. Despite this, other institutional investors have acquired new positions in POWL, and the stock has shown strong performance with a 52-week high of $471.79. Analysts currently rate Powell Industries as a "Moderate Buy" with an average price target of $388.50.
Powell Industries Declares an Increase to the Quarterly Cash Dividend
Powell Industries, Inc. announced an increase in its quarterly cash dividend to $0.27 per share, an increase from $1.07 to $1.08 on an annualized basis. The dividend will be payable on March 18, 2026, to shareholders of record as of February 18, 2026. The company specializes in custom-engineered electrical energy management solutions for various markets including oil and gas, petrochemical, and electric utilities.
Powell (POWL) Reports Q4: Everything You Need To Know Ahead Of Earnings
Powell Industries (POWL) is set to report its Q4 earnings after market hours this Tuesday. Analysts expect a revenue growth of 6.2% year-on-year to $256.5 million and adjusted earnings of $3.04 per share. The company beat revenue and EPS estimates last quarter, and its stock is currently up 22% over the last month, outperforming the electrical systems segment average.
Powell Industries: Profitability And Growth Justify The Premium - Still Bullish (NASDAQ:POWL)
Powell Industries is rated a 'strong buy' due to its robust fundamentals, quality backlogs, and debt-free balance sheet. The company reported strong FY25 revenue and net income, driven by the electric utility and light rail traction markets, with significant backlogs supporting future earnings. Its premium valuation is justified by strong margins, high return on equity, and consistent cash generation, despite potential risks from oil and gas volatility and AI adoption.
Powell Industries (POWL) Falls More Steeply Than Broader Market: What Investors Need to Know
Powell Industries (POWL) experienced a stock decline of 3.02% in the latest trading session, underperforming both the S&P 500 and Nasdaq. Despite this recent dip, the company's stock has seen a significant 43.34% rise over the past month. Investors are now looking ahead to its upcoming earnings report on February 3, 2026, which is expected to show a slight EPS drop but a revenue increase.
