Ingersoll Rand Gains as Investors Weigh Upbeat Conference Commentary Ahead of Earnings

Ingersoll Rand (IR) is up 7.0% today. Here is some analysis on what might have caused this price movement.

Analysis: A single definitive catalyst was not obvious, but the move appears tied to improving sentiment ahead of the company’s late-July earnings report. This could be because investors are responding to management’s recent conference comments about healthy backlog, solid order trends, recurring-revenue growth, and expectations for stronger margin performance in the second half of 2026.

Details:

Ingersoll Rand said on July 1 that it plans to release second-quarter 2026 results after the market closes on July 30, with its conference call set for July 31.

In first-quarter 2026 results, the company reported orders up 5%, revenue up 8%, adjusted EPS up 7%, and maintained its full-year 2026 guidance.

Management’s recent investor conference remarks highlighted healthy backlog, double-digit growth in key demand indicators, and April trends that stayed in line with the first quarter.

The company also discussed second-half margin expansion potential, with tariff pricing expected to offset costs and productivity actions expected to help profitability.

Sources:

Ingersoll Rand, SEC, Quartr

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 insiders have traded $IR stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.

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

VICENTE REYNAL (See Remarks) has made 0 purchases and 13 sales selling 533,228 shares for an estimated $49,677,487.
VIKRAM KINI (Senior Vice President and CFO) sold 28,367 shares for an estimated $2,737,415
MICHAEL J SCHESKE (VP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 19,122 shares for an estimated $1,867,561.
ELIZABETH MELOY HEPDING (See Remarks) sold 18,246 shares for an estimated $1,771,869
ANDREW R SCHIESL (See Remarks) sold 18,000 shares for an estimated $1,764,000
KATHLEEN M. KEENE (See Remarks) sold 12,000 shares for an estimated $1,193,520
JOHN HUMPHREY sold 4,300 shares for an estimated $412,370

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

$IR Hedge Fund Activity

We have seen 348 institutional investors add shares of $IR stock to their portfolio, and 356 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS removed 39,134,762 shares (-74.8%) from their portfolio in Q1 2026, for an estimated $3,135,477,131
FMR LLC added 13,746,302 shares (+189.6%) to their portfolio in Q1 2026, for an estimated $1,101,353,716
PRICE T ROWE ASSOCIATES INC /MD/ added 11,637,629 shares (+133.9%) to their portfolio in Q1 2026, for an estimated $932,406,835
CAPITAL RESEARCH GLOBAL INVESTORS added 9,992,974 shares (+51.3%) to their portfolio in Q1 2026, for an estimated $800,637,076
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 2,788,487 shares (+171.8%) to their portfolio in Q1 2026, for an estimated $223,413,578
CAPITAL WORLD INVESTORS added 1,822,856 shares (+6.2%) to their portfolio in Q1 2026, for an estimated $146,047,222
MORGAN STANLEY added 1,486,889 shares (+22.6%) to their portfolio in Q1 2026, for an estimated $119,129,546

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative 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 Quiver Quantitative's $IR forecast page.

$IR Price Targets

Multiple analysts have issued price targets for $IR recently. We have seen 6 analysts offer price targets for $IR in the last 6 months, with a median target of $92.0.

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
David Raso from Evercore ISI Group set a target price of $94.0 on 02/23/2026

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