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 6 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
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$320
9%
upside
Avg. target
$353
20%
upside
High target
$370
25%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Citigroup Patrick Cunningham 31% 1-year accuracy 11 / 36 met price target | 17%upside $345 | Buy Maintained | 25 Mar 2025 |
UBS Joshua Spector 25% 1-year accuracy 10 / 40 met price target | 25%upside $370 | Buy Maintained | 14 Mar 2025 |
Wells Fargo Michael Sison 7% 1-year accuracy 3 / 45 met price target | 24%upside $365 | Overweight Maintained | 7 Feb 2025 |
JP Morgan Jeffrey Zekauskas 28% 1-year accuracy 13 / 47 met price target | 9%upside $320 | Neutral Downgraded | 7 Feb 2025 |
B of A Securities Steve Byrne 52% 1-year accuracy 12 / 23 met price target | 19%upside $350 | Neutral Downgraded | 27 Jan 2025 |
Financial journalist opinion
Based on 9 articles about APD published over the past 30 days
Neutral
Zacks Investment Research
3 days 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
5 days 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.
Negative
Zacks Investment Research
5 days ago
3 Diversified Chemical Stocks to Escape Demand Headwinds
Soft demand in specific markets and the sluggishness in China and Europe pose headwinds for the Zacks Chemicals Diversified industry. APD, DD and EMN are poised to navigate the industry challenges.
Positive
Seeking Alpha
1 week 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
1 week 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
2 weeks 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
2 weeks 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
2 weeks 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
3 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
1 month 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.
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