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Ingersoll Rand Rises as Investors Lean Into Improving Demand Trends

Investivoq PriceTracker

Ingersoll Rand (IR) is up 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to improving sentiment around Ingersoll Rand’s growth outlook after the company recently posted a second-quarter beat, updated full-year guidance, and described broader demand strength at a mid-September investor conference. The rally also looks consistent with investors rewarding signs that orders, margins, and bolt-on acquisition activity remain supportive into the second half.

Details:

  • Second-quarter revenue rose to about $2.05 billion, while adjusted EPS of $0.86 came in ahead of consensus expectations.
  • The company said organic orders were strong in the quarter, including high single-digit momentum in the Americas and better demand across several industrial end markets.
  • Management said at a September 17 conference that growth was broadening, July trends were encouraging, and recent investments in commercial execution and engineered solutions were starting to pay off.
  • Ingersoll Rand also reiterated a disciplined M&A approach, highlighted roughly $3.8 billion of liquidity, and pointed to a pipeline of bolt-on opportunities, which can support the longer-term compounding story.

    • Sources:

    Ingersoll Rand Investor Relations, SEC, StockAnalysis

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $IR Insider Trading Activity

    IR Insider Trades

    $IR insiders have traded $IR stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $IR stock by insiders over the last 6 months:

    • VICENTE REYNAL (See Remarks) sold 30,492 shares for an estimated $2,683,296
    • AUROBIND SATPATHY purchased 11,538 shares for an estimated $1,000,090

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $IR Hedge Fund Activity

    We have seen 357 institutional investors add shares of $IR stock to their portfolio, and 533 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 10,642,725 shares (+inf%) to their portfolio in Q2 2026, for an estimated $872,597,022
    • FMR LLC removed 7,717,232 shares (-36.8%) from their portfolio in Q2 2026, for an estimated $632,735,851
    • PRICE T ROWE ASSOCIATES INC /MD/ added 6,700,975 shares (+33.0%) to their portfolio in Q2 2026, for an estimated $549,412,940
    • CAPITAL RESEARCH GLOBAL INVESTORS removed 4,254,750 shares (-14.4%) from their portfolio in Q2 2026, for an estimated $348,846,952
    • NORDEA INVESTMENT MANAGEMENT AB added 3,778,052 shares (+225.2%) to their portfolio in Q2 2026, for an estimated $309,762,483
    • CAPITAL WORLD INVESTORS removed 3,302,666 shares (-10.6%) from their portfolio in Q2 2026, for an estimated $270,785,585
    • CAPITAL INTERNATIONAL INVESTORS removed 3,260,215 shares (-24.7%) from their portfolio in Q2 2026, for an estimated $267,305,027

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $IR Analyst Ratings

    Wall Street analysts have issued reports on $IR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Barclays issued a "Overweight" rating on 04/30/2026

    To track analyst ratings and price targets for $IR, check out Investivoq's $IR forecast page.

    $IR Price Targets

    Multiple analysts have issued price targets for $IR recently. We have seen 5 analysts offer price targets for $IR in the last 6 months, with a median target of $90.0.

    Here are some recent targets:

    • Chris Snyder from Morgan Stanley set a target price of $80.0 on 06/03/2026
    • Joseph O'Dea from Wells Fargo set a target price of $88.0 on 04/30/2026
    • Julian Mitchell from Barclays set a target price of $95.0 on 04/30/2026
    • Andrew Kaplowitz from Citigroup set a target price of $109.0 on 04/30/2026
    • Nathan Jones from Stifel set a target price of $90.0 on 04/14/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.